| CKW Financial Group | 4 | $0 | 0.00% | +4 | New |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 9 | $0 | 0.00% | +9 | New |
| Caitong International Asset Management Co., Ltd | 1 | $95 | 0.00% | −10−90.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 1 | $95 | 0.00% | +1 | New |
| Sachetta, LLC | 1 | $96 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $96 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2 | $190 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $191 | 0.00% | +2 | New |
| Triumph Capital Management | 3 | $285 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $285 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 3 | $285 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 4 | $381 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $394 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 5 | $476 | 0.00% | −1−16.7% | Reduced |
| Prosperity Bancshares Inc | 5 | $476 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 6 | $571 | 0.00% | −87−93.5% | Reduced |
| UMA Financial Services, Inc. | 6 | $571 | 0.00% | −5−45.5% | Reduced |
| Align Financial, LLC | 6 | $571 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 6 | $571 | 0.00% | +6 | New |
| Rosenberg Matthew Hamilton | 7 | $666 | 0.00% | −17−70.8% | Reduced |
| Activest Wealth Management | 7 | $666 | 0.00% | +7 | New |
| Quarry LP | 8 | $761 | 0.00% | −547−98.6% | Reduced |
| American Capital Advisory, LLC | 8 | $762 | 0.00% | +2+33.3% | Added |
| 1015 Capital Partners, LLC | 9 | $856 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 9 | $856 | 0.00% | +9 | New |
| Planning Strategies Inc. | 10 | $951 | 0.00% | +10 | New |
| Breakwater Investment Management | 10 | $952 | 0.00% | +10 | New |
| Penserra Capital Management LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6 | $1.00K | 0.00% | +1+20.0% | Added |
| AdvisorNet Financial, Inc | 11 | $1.05K | 0.00% | +3+37.5% | Added |
| Principia Wealth Advisory, LLC | 12 | $1.14K | 0.00% | +2+20.0% | Added |
| Raffa Wealth Management, LLC | 12 | $1.14K | 0.00% | +9+300.0% | Added |
| Mascoma Wealth Management LLC | 14 | $1.33K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 15 | $1.43K | 0.00% | −1−6.3% | Reduced |
| South State Corp. | 18 | $1.71K | 0.00% | +12+200.0% | Added |
| HFM Investment Advisors, LLC | 19 | $1.81K | 0.00% | +11+137.5% | Added |
| Center for Financial Planning, Inc. | 20 | $1.90K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 22 | $2.09K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 24 | $2.28K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 25 | $2.38K | 0.00% | −24−49.0% | Reduced |
| GHP Investment Advisors, Inc. | 25 | $2.38K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 26 | $2.47K | 0.00% | +3+13.0% | Added |
| Transamerica Financial Advisors, Inc. | 27 | $2.57K | 0.00% | +26+2,600.0% | Added |
| Kingdom Financial Group LLC. | 29 | $2.76K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 32 | $3.00K | 0.00% | −26−44.8% | Reduced |
| Capital Analysts, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 32 | $3.00K | 0.00% | +32 | New |
| Kilter Group LLC | 32 | $3.04K | 0.00% | +17+113.3% | Added |
| West Paces Advisors Inc. | 33 | $3.14K | 0.00% | +33 | New |
| JPL Wealth Management, LLC | 34 | $3.23K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $3.27K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 35 | $3.33K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 35 | $3.33K | 0.00% | +28+400.0% | Added |
| North Star Investment Management Corp. | 35 | $3.33K | 0.00% | +35 | New |
| N.E.W. Advisory Services LLC | 35 | $3.33K | 0.00% | +35 | New |
| Bay Harbor Wealth Management, LLC | 36 | $3.42K | 0.00% | +9+33.3% | Added |
| Bryn Mawr Trust Co | 37 | $3.52K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $3.59K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 40 | $3.81K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 40 | $3.81K | 0.00% | +40 | New |
| Marquette Asset Management, LLC | 44 | $4.19K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 45 | $4.28K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 45 | $4.28K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 46 | $4.38K | 0.00% | +11+31.4% | Added |
| JNBA Financial Advisors | 50 | $4.76K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $4.76K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 51 | $4.85K | 0.00% | −100−66.2% | Reduced |
| True Wealth Design, LLC | 52 | $4.95K | 0.00% | −18−25.7% | Reduced |
| TD Private Client Wealth LLC | 57 | $5.42K | 0.00% | −200−77.8% | Reduced |
| Asset Dedication, LLC | 57 | $5.42K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 57 | $5.42K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 58 | $5.52K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 58 | $5.52K | 0.00% | +33+132.0% | Added |
| Colonial Trust Co | 59 | $5.64K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 55 | $5.81K | 0.00% | +55 | New |
| Rothschild Investment LLC | 63 | $5.99K | 0.00% | +8+14.5% | Added |
| Avion Wealth | 70 | $6.00K | 0.00% | +24+52.2% | Added |
| Truvestments Capital LLC | 65 | $6.18K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 65 | $6.18K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 66 | $6.28K | 0.00% | −2−2.9% | Reduced |
| WPG Advisers, LLC | 67 | $6.37K | 0.00% | −46−40.7% | Reduced |
| Cromwell Holdings LLC | 71 | $6.75K | 0.00% | +35+97.2% | Added |
| Ameriflex Group, Inc. | 72 | $6.85K | 0.00% | +45+166.7% | Added |
| Community Financial Services Group, LLC | 76 | $7.48K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 83 | $7.90K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 88 | $8.37K | 0.01% | −88−50.0% | Reduced |
| Kemnay Advisory Services Inc. | 92 | $8.75K | 0.00% | +4+4.5% | Added |
| Bokf, NA | 92 | $8.75K | 0.00% | +92 | New |
| Basecamp Wealth Advisors LLC | 95 | $9.04K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 95 | $9.04K | 0.00% | +95 | New |
| Cornerstone Planning Group LLC | 94 | $9.11K | 0.00% | +44+88.0% | Added |
| Central Pacific Bank - Trust Division | 100 | $9.51K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 111 | $10.6K | 0.00% | +72+184.6% | Added |
| Farmers & Merchants Investments Inc | 117 | $11.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 119 | $11.3K | 0.00% | +44+58.7% | Added |
| Whittier Trust Co | 117 | $11.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 127 | $12.1K | 0.01% | +44+53.0% | Added |
| International Assets Investment Management, LLC | 129 | $12.7K | 0.00% | +103+396.2% | Added |