| Golden State Equity Partners | 0 | $16 | 0.00% | 0 | New |
| Smallwood Wealth Investment Management, LLC | 0 | $20 | 0.00% | 0 | Unchanged |
| HFM Investment Advisors, LLC | 1 | $32 | 0.00% | −4−80.0% | Reduced |
| Triumph Capital Management | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $32 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 1 | $32 | 0.00% | +1 | New |
| Ritter Daniher Financial Advisory LLC | 2 | $64 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 3 | $96 | 0.00% | −11−78.6% | Reduced |
| PMV Capital Advisers, LLC | 4 | $141 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 5 | $159 | 0.00% | −260−98.1% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $159 | 0.00% | −10−66.7% | Reduced |
| NBT Bank N A | 5 | $159 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 6 | $190 | 0.00% | +6 | New |
| First Horizon Corp | 7 | $222 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 7 | $223 | 0.00% | −213−96.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 7 | $225 | 0.00% | −5−41.7% | Reduced |
| Quaker Wealth Management, LLC | 9 | $286 | 0.00% | +2+28.6% | Added |
| Cornerstone Planning Group LLC | 10 | $301 | 0.00% | −9−47.4% | Reduced |
| Creative Financial Designs Inc | 10 | $317 | 0.00% | +10 | New |
| Whipplewood Advisors, LLC | 10 | $317 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $381 | 0.00% | −10−45.5% | Reduced |
| Maseco LLP | 13 | $415 | 0.00% | +13 | New |
| Strategic Wealth Partners, Ltd. | 13 | $416 | 0.00% | +13 | New |
| Westside Investment Management, Inc. | 15 | $476 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 16 | $508 | 0.00% | −225−93.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 17 | $545 | 0.00% | −150−89.8% | Reduced |
| Cornerstone Financial Management LLC | 21 | $667 | 0.00% | +6+40.0% | Added |
| Sunrise Financial Services, LLC | 23 | $730 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 24 | $762 | 0.00% | +24 | New |
| Aventura Private Wealth, LLC | 26 | $825 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 26 | $838 | 0.00% | +23+766.7% | Added |
| Fortitude Family Office, LLC | 28 | $889 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 29 | $920 | 0.00% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 30 | $952 | 0.00% | +30 | New |
| Avion Wealth | 57 | $1.00K | 0.00% | +45+375.0% | Added |
| MV Capital Management, Inc. | 32 | $1.02K | 0.00% | +25+357.1% | Added |
| Torren Management, LLC | 33 | $1.05K | 0.00% | −375−91.9% | Reduced |
| JPL Wealth Management, LLC | 38 | $1.21K | 0.00% | +38 | New |
| Bare Financial Services, Inc | 39 | $1.24K | 0.00% | +39 | New |
| Clearstead Advisors, LLC | 40 | $1.27K | 0.00% | −395−90.8% | Reduced |
| Rossby Financial, LCC | 41 | $1.30K | 0.00% | −87−68.0% | Reduced |
| Financial Management Professionals, Inc. | 42 | $1.35K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 45 | $1.43K | 0.00% | −252−84.8% | Reduced |
| Strategic Investment Solutions, Inc. | 52 | $1.65K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 53 | $1.68K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 60 | $1.90K | 0.00% | −1,796−96.8% | Reduced |
| McIlrath & Eck, LLC | 60 | $1.90K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 60 | $1.96K | 0.00% | −86−58.9% | Reduced |
| Kilter Group LLC | 65 | $2.06K | 0.00% | +55+550.0% | Added |
| Blume Capital Management, Inc. | 66 | $2.10K | 0.00% | +66 | New |
| Dogwood Wealth Management LLC | 71 | $2.25K | 0.00% | +71 | New |
| First Pacific Financial | 74 | $2.35K | 0.00% | +74 | New |
| CVA Family Office, LLC | 76 | $2.41K | 0.00% | +35+85.4% | Added |
| Cassaday & Co Wealth Management LLC | 80 | $2.54K | 0.00% | +80 | New |
| JFS Wealth Advisors, LLC | 82 | $2.60K | 0.00% | −54−39.7% | Reduced |
| Ancora Advisors, LLC | 86 | $2.73K | 0.00% | +86 | New |
| Curio Wealth, LLC | 87 | $2.76K | 0.00% | +1+1.2% | Added |
| Darwin Advisors, LLC | 92 | $2.92K | 0.00% | +1+1.1% | Added |
| Chilton Capital Management LLC | 97 | $3.08K | 0.00% | +97 | New |
| SJS Investment Consulting Inc. | 98 | $3.11K | 0.00% | +33+50.8% | Added |
| Key Capital Management, INC | 102 | $3.24K | 0.00% | +102 | New |
| High Note Wealth, LLC | 103 | $3.27K | 0.00% | +103 | New |
| United Financial Planning Group LLC | 105 | $3.33K | 0.00% | +81+337.5% | Added |
| Grove Bank & Trust | 113 | $3.59K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 116 | $3.68K | 0.00% | −66−36.3% | Reduced |
| Cedar Mountain Advisors, LLC | 121 | $3.84K | 0.00% | +121 | New |
| Farmers & Merchants Investments Inc | 125 | $3.97K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 130 | $4.13K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 132 | $4.19K | 0.00% | +132 | New |
| Geneos Wealth Management Inc. | 133 | $4.22K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 135 | $4.29K | 0.00% | +90+200.0% | Added |
| Centennial Bank | 140 | $4.44K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 143 | $4.54K | 0.00% | +22+18.2% | Added |
| Sachetta, LLC | 148 | $4.70K | 0.00% | +148 | New |
| Wilkerson Advisory Group LLC | 167 | $5.30K | 0.00% | +167 | New |
| Wealth Preservation Advisors, LLC | 171 | $5.43K | 0.00% | +171 | New |
| Twin Peaks Wealth Advisors, LLC | 172 | $5.46K | 0.00% | +172 | New |
| Bokf, NA | 181 | $5.75K | 0.00% | +181 | New |
| CoreCap Advisors, LLC | 196 | $6.22K | 0.00% | +191+3,820.0% | Added |
| Abound Wealth Management | 200 | $6.35K | 0.00% | −416−67.5% | Reduced |
| Sittner & Nelson, LLC | 200 | $6.35K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 201 | $6.38K | 0.00% | −144−41.7% | Reduced |
| Zions Bancorporation, National Association | 207 | $6.57K | 0.00% | +207 | New |
| Basepoint Wealth LLC | 208 | $6.60K | 0.00% | +3+1.5% | Added |
| Basecamp Wealth Advisors LLC | 211 | $6.70K | 0.00% | +40+23.4% | Added |
| AdvisorNet Financial, Inc | 224 | $7.11K | 0.00% | +217+3,100.0% | Added |
| South State Corp. | 232 | $7.36K | 0.00% | +12+5.5% | Added |
| Bell Investment Advisors, Inc | 232 | $7.36K | 0.00% | +93+66.9% | Added |
| WealthCollab, LLC | 236 | $7.49K | 0.00% | −71−23.1% | Reduced |
| TSFG, LLC | 259 | $8.00K | 0.00% | +2+0.8% | Added |
| Root Financial Partners, LLC | 258 | $8.19K | 0.00% | −79−23.4% | Reduced |
| Highline Wealth Partners LLC | 271 | $8.60K | 0.00% | +271 | New |
| Pacific Center for Financial Services | 280 | $8.89K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 314 | $9.97K | 0.00% | −522−62.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 358 | $11.4K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 379 | $12.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 387 | $12.3K | 0.00% | +5+1.3% | Added |
| Eastern Bank | 400 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 434 | $13.0K | 0.00% | +16+3.8% | Added |
| Cullen/Frost Bankers, Inc. | 496 | $15.7K | 0.00% | +481+3,206.7% | Added |
