| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Smallwood Wealth Investment Management, LLC | 0 | $24 | 0.00% | 0 | Unchanged |
| Raffa Wealth Management, LLC | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $39 | 0.00% | +1 | New |
| Ritter Daniher Financial Advisory LLC | 2 | $77 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $114 | 0.00% | −4−57.1% | Reduced |
| DecisionPoint Financial, LLC | 3 | $119 | 0.00% | +3 | New |
| IFG Advisory, LLC | 4 | $152 | 0.00% | +4 | New |
| NBT Bank N A | 5 | $190 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $191 | 0.00% | +4+400.0% | Added |
| Plante Moran Financial Advisors, LLC | 6 | $228 | 0.00% | +6 | New |
| Cordant, Inc. | 7 | $259 | 0.00% | +7 | New |
| Cassaday & Co Wealth Management LLC | 7 | $267 | 0.00% | −73−91.3% | Reduced |
| Quaker Wealth Management, LLC | 7 | $267 | 0.00% | −2−22.2% | Reduced |
| First Horizon Corp | 7 | $267 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 7 | $267 | 0.00% | +7 | New |
| West Paces Advisors Inc. | 9 | $343 | 0.00% | +9 | New |
| MV Capital Management, Inc. | 10 | $381 | 0.00% | −22−68.8% | Reduced |
| Creative Financial Designs Inc | 10 | $381 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $457 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $495 | 0.00% | +7+116.7% | Added |
| Planning Strategies Inc. | 15 | $571 | 0.00% | +15 | New |
| Asset Dedication, LLC | 16 | $610 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $610 | 0.00% | +16 | New |
| Creative Capital Management Investments LLC | 17 | $647 | 0.00% | +17 | New |
| Trifecta Capital Advisors, LLC | 17 | $648 | 0.00% | +17 | New |
| Rossby Financial, LCC | 20 | $762 | 0.00% | −21−51.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 20 | $779 | 0.00% | +3+17.6% | Added |
| Dunhill Financial, LLC | 23 | $875 | 0.00% | −3−11.5% | Reduced |
| Sunrise Financial Services, LLC | 23 | $876 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 24 | $924 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 26 | $990 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 21 | $991 | 0.00% | +21 | New |
| Pin Oak Investment Advisors Inc | 15 | $1.00K | 0.00% | +15 | New |
| Capital Advisors, Ltd. LLC | 17 | $1.00K | 0.00% | +17 | New |
| CKW Financial Group | 19 | $1.00K | 0.00% | +19 | New |
| Fortitude Family Office, LLC | 28 | $1.07K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 33 | $1.26K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 34 | $1.29K | 0.00% | +29+580.0% | Added |
| Cornerstone Planning Group LLC | 33 | $1.30K | 0.00% | +23+230.0% | Added |
| CoreCap Advisors, LLC | 36 | $1.37K | 0.00% | −160−81.6% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 39 | $1.49K | 0.00% | +39 | New |
| Financial Management Professionals, Inc. | 42 | $1.62K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 46 | $1.75K | 0.00% | +46 | New |
| Ameriflex Group, Inc. | 46 | $1.75K | 0.00% | +46 | New |
| Silver Grove Financial Group, Inc. | 48 | $1.83K | 0.00% | +48 | New |
| Prestige Wealth Management Group LLC | 51 | $1.96K | 0.00% | +51 | New |
| Strategic Investment Solutions, Inc. | 52 | $1.98K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 53 | $2.02K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 64 | $2.44K | 0.00% | −168−72.4% | Reduced |
| Kilter Group LLC | 64 | $2.44K | 0.00% | −1−1.5% | Reduced |
| Blume Capital Management, Inc. | 66 | $2.51K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 67 | $2.55K | 0.00% | +29+76.3% | Added |
| Richardson Financial Services Inc. | 70 | $2.67K | 0.00% | +70 | New |
| Cornerstone Financial Management LLC | 73 | $2.78K | 0.00% | +52+247.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $2.86K | 0.00% | −580−88.5% | Reduced |
| CVA Family Office, LLC | 76 | $2.89K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 81 | $3.08K | 0.00% | −1−1.2% | Reduced |
| Bare Financial Services, Inc | 82 | $3.12K | 0.00% | +43+110.3% | Added |
| Action Point Financial Planning, LLC | 85 | $3.20K | 0.00% | +85 | New |
| Assetmark, Inc | 88 | $3.35K | 0.00% | −113−56.2% | Reduced |
| Darwin Advisors, LLC | 94 | $3.60K | 0.00% | +2+2.2% | Added |
| Avion Wealth | 124 | $4.00K | 0.00% | +67+117.5% | Added |
| Grove Bank & Trust | 113 | $4.30K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 118 | $4.49K | 0.00% | +15+14.6% | Added |
| Cedar Mountain Advisors, LLC | 121 | $4.61K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 125 | $4.76K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 130 | $4.95K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 133 | $5.07K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 139 | $5.29K | 0.00% | +23+19.8% | Added |
| Centennial Bank | 140 | $5.33K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 142 | $5.41K | 0.00% | −6−4.1% | Reduced |
| Wilkerson Advisory Group LLC | 167 | $6.36K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 165 | $6.49K | 0.00% | −6,810−97.6% | Reduced |
| North Star Investment Management Corp. | 178 | $6.80K | 0.00% | −1,808−91.0% | Reduced |
| Dogwood Wealth Management LLC | 180 | $6.85K | 0.00% | +109+153.5% | Added |
| Wealth Enhancement Trust Services, Inc. | 193 | $7.35K | 0.00% | +193 | New |
| Sittner & Nelson, LLC | 200 | $7.62K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $7.62K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 211 | $8.02K | 0.00% | +3+1.4% | Added |
| LRI Investments, LLC | 216 | $8.23K | 0.00% | +73+51.0% | Added |
| AdvisorNet Financial, Inc | 228 | $8.68K | 0.00% | +4+1.8% | Added |
| TSFG, LLC | 263 | $10.0K | 0.00% | +4+1.5% | Added |
| Highline Wealth Partners LLC | 271 | $10.3K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 280 | $10.7K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 292 | $11.1K | 0.00% | +292 | New |
| Private Wealth Asset Management, LLC | 300 | $11.4K | 0.00% | −225−42.9% | Reduced |
| Bell Investment Advisors, Inc | 302 | $11.5K | 0.00% | +70+30.2% | Added |
| Oakmont Advisory Group, LLC | 309 | $11.8K | 0.01% | +309 | New |
| Spire Wealth Management | 314 | $12.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 357 | $13.6K | 0.00% | +150+72.5% | Added |
| Cherry Tree Wealth Management, LLC | 358 | $13.6K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 359 | $13.7K | 0.00% | +148+70.1% | Added |
| SJS Investment Consulting Inc. | 374 | $14.2K | 0.00% | +276+281.6% | Added |
| Harbor Asset Planning, Inc. | 379 | $14.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 392 | $14.9K | 0.00% | +5+1.3% | Added |
| Eastern Bank | 400 | $15.2K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 403 | $15.3K | 0.00% | +398+7,960.0% | Added |
| Nomura Asset Management Co Ltd | 410 | $15.6K | 0.00% | −1,800−81.4% | Reduced |
| Kemnay Advisory Services Inc. | 480 | $18.3K | 0.00% | +480 | New |
