| CKW Financial Group | 2 | $0 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 1 | $179 | 0.00% | −2−66.7% | Reduced |
| Highline Wealth Partners LLC | 1 | $180 | 0.00% | −3−75.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1 | $180 | 0.00% | +1 | New |
| Silver Grove Financial Group, Inc. | 1 | $180 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $182 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $183 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $223 | 0.00% | +1 | New |
| SHP Wealth Management | 1 | $241 | 0.00% | −11−91.7% | Reduced |
| MCF Advisors LLC | 2 | $360 | 0.00% | −5−71.4% | Reduced |
| Hughes Financial Services, LLC | 2 | $360 | 0.00% | −2−50.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $360 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2 | $360 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2 | $360 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2 | $360 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $360 | 0.00% | +2 | New |
| Institute for Wealth Management, LLC. | 2 | $360 | 0.00% | +2 | New |
| Buck Wealth Strategies, LLC | 2 | $360 | 0.00% | +2 | New |
| Nemes Rush Group LLC | 3 | $539 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 3 | $539 | 0.00% | +3 | New |
| Cornerstone Financial Management LLC | 3 | $539 | 0.00% | +3 | New |
| Marquette Asset Management, LLC | 3 | $540 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 4 | $719 | 0.00% | −16−80.0% | Reduced |
| Dunhill Financial, LLC | 4 | $720 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $899 | 0.00% | −5−50.0% | Reduced |
| Financial Consulate, Inc | 5 | $899 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $899 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 5 | $899 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 6 | $1.08K | 0.00% | −1−14.3% | Reduced |
| Bruce G. Allen Investments, LLC | 6 | $1.08K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 6 | $1.08K | 0.00% | +3+100.0% | Added |
| IMA Wealth, Inc. | 7 | $1.26K | 0.00% | +5+250.0% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $1.44K | 0.00% | −4−33.3% | Reduced |
| Glen Eagle Advisors, LLC | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 8 | $1.44K | 0.00% | +8 | New |
| Private Wealth Management Group, LLC | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 8 | $1.44K | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 9 | $1.62K | 0.00% | +5+125.0% | Added |
| MV Capital Management, Inc. | 10 | $1.80K | 0.00% | −1−9.1% | Reduced |
| Manchester Capital Management LLC | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 10 | $1.80K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 11 | $1.98K | 0.00% | +2+22.2% | Added |
| Hollencrest Capital Management | 12 | $2.16K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $2.16K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 13 | $2.34K | 0.00% | +13 | New |
| Creative Capital Management Investments LLC | 13 | $2.34K | 0.00% | +13 | New |
| Pinnacle Wealth Planning Services, Inc. | 15 | $2.70K | 0.00% | −1−6.3% | Reduced |
| Bell Investment Advisors, Inc | 16 | $2.88K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 16 | $2.88K | 0.00% | +6+60.0% | Added |
| Meeder Asset Management Inc | 17 | $3.06K | 0.00% | −2,453−99.3% | Reduced |
| Pier Capital, LLC | 17 | $3.06K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 18 | $3.24K | 0.00% | −18−50.0% | Reduced |
| Eastern Bank | 20 | $3.60K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 20 | $3.60K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 21 | $3.78K | 0.00% | −47−69.1% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 21 | $3.78K | 0.00% | +1+5.0% | Added |
| Plante Moran Financial Advisors, LLC | 21 | $3.78K | 0.00% | +21 | New |
| Wealth Enhancement Trust Services, Inc. | 21 | $3.78K | 0.00% | +21 | New |
| Ancora Advisors, LLC | 23 | $4.13K | 0.00% | −175−88.4% | Reduced |
| Harbour Investments, Inc. | 23 | $4.17K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 24 | $4.32K | 0.00% | +24 | New |
| Caitlin John, LLC | 25 | $4.50K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 26 | $4.67K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 27 | $4.85K | 0.00% | +27 | New |
| SBI Securities Co., Ltd. | 29 | $5.21K | 0.00% | +1+3.6% | Added |
| Whittier Trust Co | 32 | $5.64K | 0.00% | +8+33.3% | Added |
| United Financial Planning Group LLC | 33 | $5.93K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 36 | $6.47K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 36 | $6.47K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 44 | $7.37K | 0.00% | +44 | New |
| JNBA Financial Advisors | 44 | $7.91K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 44 | $7.91K | 0.00% | +1+2.3% | Added |
| Atlantic Trust, LLC | 45 | $8.09K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 45 | $8.09K | 0.00% | +6+15.4% | Added |
| Farmers & Merchants Investments Inc | 48 | $8.63K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 48 | $8.63K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $8.99K | 0.00% | −6,946−99.3% | Reduced |
| GW&K Investment Management, LLC | 51 | $9.00K | 0.00% | −487−90.5% | Reduced |
| First Horizon Corp | 51 | $9.17K | 0.00% | +51 | New |
| Birchwood Financial Partners, Inc. | 55 | $9.89K | 0.01% | −1−1.8% | Reduced |
| Clearstead Advisors, LLC | 55 | $9.89K | 0.00% | −1,804−97.0% | Reduced |
| Valued Wealth Advisors LLC | 58 | $10.4K | 0.00% | +34+141.7% | Added |
| Massmutual Trust Co FSB | 59 | $10.6K | 0.00% | −2−3.3% | Reduced |
| Golden State Wealth Management, LLC | 67 | $12.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 68 | $12.2K | 0.00% | −42−38.2% | Reduced |
| Cornerstone Planning Group LLC | 64 | $13.1K | 0.00% | −3−4.5% | Reduced |
| Fortitude Family Office, LLC | 77 | $13.8K | 0.00% | +9+13.2% | Added |
| Quent Capital, LLC | 80 | $14.4K | 0.00% | +8+11.1% | Added |
| LRI Investments, LLC | 82 | $14.7K | 0.00% | +4+5.1% | Added |
| Accent Capital Management, LLC | 83 | $14.9K | 0.01% | +58+232.0% | Added |
| Sunrise Financial Services, LLC | 92 | $16.5K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 93 | $16.7K | 0.00% | −30−24.4% | Reduced |
| International Assets Investment Management, LLC | 95 | $17.4K | 0.00% | +9+10.5% | Added |
| Hilltop National Bank | 98 | $17.6K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 99 | $17.8K | 0.00% | −83−45.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 109 | $19.6K | 0.00% | −141−56.4% | Reduced |
| Northstar Asset Management LLC | 100 | $20.3K | 0.00% | +100 | New |
