| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Johnson Financial Group, Inc. | 0 | $6 | 0.00% | 0 | Unchanged |
| BOK Financial Private Wealth, Inc. | 0 | $15 | 0.00% | 0 | New |
| Darwin Advisors, LLC | 0 | $52 | 0.00% | 0 | New |
| Beaird Harris Wealth Management, LLC | 1 | $186 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 1 | $235 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 1 | $237 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $237 | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 1 | $237 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $238 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $238 | 0.00% | +1 | New |
| Nvest Wealth Strategies, Inc. | 2 | $475 | 0.00% | −3−60.0% | Reduced |
| Phillip James Consulting Co. | 2 | $475 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2 | $475 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2 | $475 | 0.00% | +2 | New |
| Trust Co | 2 | $476 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 3 | $657 | 0.00% | +3 | New |
| Investors Portfolio Services LLC | 3 | $712 | 0.00% | −4−57.1% | Reduced |
| Retirement Wealth Solutions LLC | 3 | $712 | 0.00% | +1+50.0% | Added |
| Activest Wealth Management | 3 | $712 | 0.00% | +3 | New |
| Mosley Wealth Management | 3 | $712 | 0.00% | +3 | New |
| CWM Advisors, LLC | 3 | $774 | 0.00% | −11−78.6% | Reduced |
| DecisionPoint Financial, LLC | 4 | $917 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 4 | $949 | 0.00% | −2−33.3% | Reduced |
| Arlington Trust Co LLC | 4 | $949 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4 | $949 | 0.00% | +4 | New |
| Financial Consulate, Inc | 4 | $950 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $950 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 5 | $1.19K | 0.00% | −10−66.7% | Reduced |
| Nemes Rush Group LLC | 6 | $1.42K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $1.42K | 0.00% | +5+500.0% | Added |
| Ancora Advisors, LLC | 7 | $1.66K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 7 | $1.66K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 7 | $1.66K | 0.00% | +7 | New |
| Abound Wealth Management | 8 | $1.88K | 0.00% | −4−33.3% | Reduced |
| Brooklyn FI, LLC | 9 | $2.07K | 0.00% | +9 | New |
| 1015 Capital Partners, LLC | 9 | $2.14K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 9 | $2.14K | 0.00% | +9 | New |
| Planning Strategies Inc. | 9 | $2.14K | 0.00% | +9 | New |
| Allied Private Wealth LLC | 10 | $2.22K | 0.00% | +10 | New |
| RMG Wealth Management LLC | 300 | $2.28K | 0.00% | +273+1,011.1% | Added |
| Richard W. Paul & Associates, LLC | 10 | $2.37K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $2.37K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 11 | $2.61K | 0.00% | −55−83.3% | Reduced |
| Godfrey Financial Associates, Inc. | 11 | $2.61K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 11 | $2.61K | 0.00% | +6+120.0% | Added |
| Lloyd Advisory Services, LLC. | 11 | $2.61K | 0.00% | +11 | New |
| Torren Management, LLC | 11 | $2.62K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,712 | $2.71K | 0.00% | +2,712 | New |
| Princeton Global Asset Management LLC | 12 | $2.85K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 12 | $2.85K | 0.00% | +12 | New |
| Quarry LP | 13 | $3.08K | 0.00% | −455−97.2% | Reduced |
| HFM Investment Advisors, LLC | 14 | $3.32K | 0.00% | +4+40.0% | Added |
| Principia Wealth Advisory, LLC | 15 | $3.56K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 15 | $3.56K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 15 | $3.56K | 0.00% | +15 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 15 | $3.56K | 0.00% | +15 | New |
| Dunhill Financial, LLC | 15 | $3.61K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 18 | $4.27K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 18 | $4.27K | 0.00% | −16−47.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 18 | $4.27K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 18 | $4.27K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $4.51K | 0.00% | −20−51.3% | Reduced |
| SBI Securities Co., Ltd. | 20 | $4.75K | 0.00% | −1−4.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 20 | $4.75K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 21 | $4.89K | 0.00% | +1+5.0% | Added |
| FWL Investment Management, LLC | 22 | $5.22K | 0.00% | +22 | New |
| WealthCollab, LLC | 22 | $5.22K | 0.00% | +10+83.3% | Added |
| AdvisorNet Financial, Inc | 24 | $5.70K | 0.00% | +3+14.3% | Added |
| Concord Wealth Partners | 24 | $5.70K | 0.00% | +24 | New |
| Hughes Financial Services, LLC | 25 | $5.93K | 0.00% | +9+56.3% | Added |
| LGT Financial Advisors LLC | 26 | $6.09K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 26 | $6.17K | 0.00% | +2+8.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $6.17K | 0.00% | +18+225.0% | Added |
| DiNuzzo Private Wealth, Inc. | 27 | $6.41K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 27 | $6.41K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 29 | $6.88K | 0.00% | +29 | New |
| Manning & Napier Advisors LLC | 29 | $6.92K | 0.00% | −19,237−99.8% | Reduced |
| Capital Advisors, Ltd. LLC | 28 | $7.00K | 0.00% | −1−3.4% | Reduced |
| MTM Investment Management, LLC | 30 | $7.12K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 31 | $7.36K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 31 | $7.36K | 0.00% | +2+6.9% | Added |
| Bokf, NA | 34 | $8.07K | 0.00% | +34 | New |
| Cromwell Holdings LLC | 34 | $8.11K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 34 | $8.11K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 36 | $8.54K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 36 | $8.62K | 0.00% | −34−48.6% | Reduced |
| JPL Wealth Management, LLC | 39 | $9.31K | 0.00% | +1+2.6% | Added |
| Rialto Wealth Management, LLC | 40 | $9.49K | 0.00% | +8+25.0% | Added |
| Westside Investment Management, Inc. | 41 | $9.73K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 41 | $9.73K | 0.00% | +10+32.3% | Added |
| Aventura Private Wealth, LLC | 41 | $9.73K | 0.00% | +41 | New |
| Bay Harbor Wealth Management, LLC | 43 | $10.2K | 0.00% | +3+7.5% | Added |
| Synergy Investment Management, LLC | 45 | $10.6K | 0.00% | +3+7.1% | Added |
| Dogwood Wealth Management LLC | 45 | $10.7K | 0.00% | −10−18.2% | Reduced |
| Bogart Wealth, LLC | 45 | $10.7K | 0.00% | −2−4.3% | Reduced |
| Salomon & Ludwin, LLC | 49 | $11.2K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 49 | $11.6K | 0.00% | +49 | New |
| Trust Co of Vermont | 50 | $11.9K | 0.00% | +50 | New |
| MJT & Associates Financial Advisory Group, Inc. | 52 | $12.3K | 0.01% | −11−17.5% | Reduced |