| Winthrop Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $31 | 0.00% | 0 | Unchanged |
| Stone House Investment Management, LLC | 2 | $153 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $153 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $153 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $153 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $229 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4 | $305 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 4 | $309 | 0.00% | −46−92.0% | Reduced |
| Intentional Wealth Strategies, LLC | 5 | $382 | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $458 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 6 | $458 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 6 | $465 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 7 | $534 | 0.00% | −2−22.2% | Reduced |
| American Capital Advisory, LLC | 7 | $535 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 8 | $611 | 0.00% | −14−63.6% | Reduced |
| Zions Bancorporation, National Association | 8 | $611 | 0.00% | +8 | New |
| Highline Wealth Partners LLC | 9 | $687 | 0.00% | +9 | New |
| Harbor Asset Planning, Inc. | 10 | $770 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $772 | 0.00% | +10 | New |
| Picton Mahoney Asset Management | 11 | $840 | 0.00% | 00.0% | Unchanged |
| Trust Co | 12 | $916 | 0.00% | −15−55.6% | Reduced |
| Avion Wealth | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 17 | $1.30K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 17 | $1.30K | 0.00% | −11−39.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 18 | $1.37K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 18 | $1.37K | 0.00% | +18 | New |
| AdvisorNet Financial, Inc | 19 | $1.45K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 19 | $1.45K | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 21 | $1.60K | 0.00% | +14+200.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22 | $1.63K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 22 | $1.68K | 0.00% | +22 | New |
| Ankerstar Wealth, LLC | 22 | $1.70K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 23 | $1.76K | 0.00% | +12+109.1% | Added |
| Hughes Financial Services, LLC | 24 | $1.83K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 24 | $1.83K | 0.00% | +24 | New |
| Steigerwald, Gordon & Koch Inc. | 25 | $1.91K | 0.00% | −15−37.5% | Reduced |
| Raffa Wealth Management, LLC | 25 | $1.91K | 0.00% | +3+13.6% | Added |
| Sunrise Financial Services, LLC | 26 | $1.98K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 27 | $2.06K | 0.00% | −164−85.9% | Reduced |
| DT Investment Partners, LLC | 28 | $2.14K | 0.00% | −148−84.1% | Reduced |
| Centennial Bank | 29 | $2.21K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 29 | $2.21K | 0.00% | +23+383.3% | Added |
| Fortis Group Advisors, LLC | 30 | $2.29K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 30 | $2.29K | 0.00% | +30 | New |
| Virginia Estate & Retirement Planning Advisors Inc. | 32 | $2.44K | 0.01% | +32 | New |
| PFS Partners, LLC | 35 | $2.69K | 0.00% | −10−22.2% | Reduced |
| MV Capital Management, Inc. | 36 | $2.75K | 0.00% | +29+414.3% | Added |
| Prosperity Bancshares Inc | 37 | $2.82K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 40 | $3.05K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 41 | $3.13K | 0.00% | +1+2.5% | Added |
| Oakworth Capital, Inc. | 41 | $3.13K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 42 | $3.21K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 42 | $3.21K | 0.00% | +42 | New |
| Cetera Trust Company, N.A | 43 | $3.28K | 0.00% | −225−84.0% | Reduced |
| Pacifica Partners Inc. | 44 | $3.36K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 44 | $3.36K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 45 | $3.47K | 0.00% | −33−42.3% | Reduced |
| POM Investment Strategies, LLC | 47 | $3.59K | 0.00% | +47 | New |
| City State Bank | 49 | $3.74K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 52 | $3.97K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 53 | $4.08K | 0.00% | +25+89.3% | Added |
| High Point Wealth Management, LLC | 54 | $4.14K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $4.20K | 0.00% | −26−32.1% | Reduced |
| Rossby Financial, LCC | 56 | $4.25K | 0.00% | +18+47.4% | Added |
| CVA Family Office, LLC | 58 | $4.43K | 0.00% | +50+625.0% | Added |
| Farmers & Merchants Investments Inc | 60 | $4.58K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 64 | $4.88K | 0.00% | +5+8.5% | Added |
| Activest Wealth Management | 66 | $5.04K | 0.00% | +64+3,200.0% | Added |
| Meramec Financial Planners, LLC | 72 | $5.30K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 71 | $5.42K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 74 | $5.53K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 74 | $5.65K | 0.00% | −25−25.3% | Reduced |
| JFS Wealth Advisors, LLC | 74 | $5.67K | 0.00% | +44+146.7% | Added |
| Assetmark, Inc | 76 | $5.80K | 0.00% | −51−40.2% | Reduced |
| Red Tortoise LLC | 76 | $5.80K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 76 | $5.82K | 0.00% | −2−2.6% | Reduced |
| SJS Investment Consulting Inc. | 84 | $6.41K | 0.00% | +84 | New |
| Nalls Sherbakoff Group, LLC | 88 | $6.72K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 92 | $7.02K | 0.00% | +92 | New |
| Anfield Capital Management, LLC | 93 | $7.12K | 0.00% | +93 | New |
| Osbon Capital Management LLC | 100 | $7.63K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 100 | $7.72K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 101 | $7.73K | 0.00% | +1+1.0% | Added |
| Sound Income Strategies, LLC | 103 | $7.81K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $7.94K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 109 | $8.32K | 0.00% | −3−2.7% | Reduced |
| ZRC Wealth Management, LLC | 109 | $8.32K | 0.00% | +109 | New |
| Cornerstone Planning Group LLC | 111 | $8.56K | 0.00% | −1−0.9% | Reduced |
| Princeton Global Asset Management LLC | 114 | $8.70K | 0.00% | +2+1.8% | Added |
| UMA Financial Services, Inc. | 115 | $8.78K | 0.00% | 00.0% | Unchanged |
| Bayban | 119 | $9.08K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 120 | $9.16K | 0.00% | +120 | New |
| HFM Investment Advisors, LLC | 121 | $9.23K | 0.00% | +6+5.2% | Added |
| Fortitude Family Office, LLC | 123 | $9.39K | 0.00% | +75+156.3% | Added |
| Peoples Financial Services Corp. | 124 | $9.46K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 125 | $9.54K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 132 | $9.58K | 0.00% | +17+14.8% | Added |