| Activest Wealth Management | 1 | $310 | 0.00% | −69−98.6% | Reduced |
| Bogart Wealth, LLC | 1 | $310 | 0.00% | −2−66.7% | Reduced |
| AdvisorNet Financial, Inc | 1 | $310 | 0.00% | −1−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 1 | $310 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $310 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $310 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1 | $310 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $310 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $310 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $310 | 0.00% | +1 | New |
| Salomon & Ludwin, LLC | 1 | $318 | 0.00% | −38−97.4% | Reduced |
| Marquette Asset Management, LLC | 2 | $620 | 0.00% | −25−92.6% | Reduced |
| Addison Advisors LLC | 2 | $620 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $620 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $637 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $930 | 0.00% | −30−90.9% | Reduced |
| Financial Management Professionals, Inc. | 3 | $930 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $930 | 0.00% | +1+50.0% | Added |
| Navigoe, LLC | 4 | $1.00K | 0.00% | +4 | New |
| SHP Wealth Management | 4 | $1.24K | 0.00% | −4−50.0% | Reduced |
| TFC Financial Management | 4 | $1.24K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 4 | $1.24K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 4 | $1.24K | 0.00% | +4 | New |
| Strengthening Families & Communities, LLC | 4 | $1.24K | 0.00% | +4 | New |
| Ameriflex Group, Inc. | 4 | $1.24K | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $1.55K | 0.00% | +5 | New |
| South State Corp. | 5 | $1.55K | 0.00% | −5−50.0% | Reduced |
| Financial Network Wealth Advisors LLC | 5 | $1.55K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 5 | $1.55K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $1.55K | 0.00% | +2+66.7% | Added |
| Cape Investment Advisory, Inc. | 5 | $1.55K | 0.00% | +5 | New |
| SBI Securities Co., Ltd. | 6 | $1.86K | 0.00% | −2−25.0% | Reduced |
| Ares Financial Consulting, LLC | 6 | $1.86K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $2.00K | 0.00% | +3+75.0% | Added |
| Dunhill Financial, LLC | 7 | $2.18K | 0.00% | −2−22.2% | Reduced |
| Cornerstone Financial Management LLC | 8 | $2.48K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 8 | $2.48K | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 8 | $2.59K | 0.00% | +2+33.3% | Added |
| WPG Advisers, LLC | 9 | $2.79K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 9 | $2.79K | 0.00% | +9 | New |
| HM Payson & Co | 10 | $3.10K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $3.10K | 0.00% | +5+100.0% | Added |
| Cedar Mountain Advisors, LLC | 11 | $3.41K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $3.41K | 0.00% | +2+22.2% | Added |
| Webster Bank, N. A. | 11 | $3.41K | 0.00% | +11 | New |
| Boreal Capital Management LLC | 12 | $3.72K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 12 | $3.72K | 0.00% | +6+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $3.72K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $3.72K | 0.00% | +8+200.0% | Added |
| Highline Wealth Partners LLC | 14 | $4.34K | 0.00% | −14−50.0% | Reduced |
| Cromwell Holdings LLC | 14 | $4.34K | 0.00% | +6+75.0% | Added |
| Premier Financial Group | 14 | $4.34K | 0.00% | +14 | New |
| WealthCollab, LLC | 14 | $4.34K | 0.00% | −22−61.1% | Reduced |
| UMA Financial Services, Inc. | 15 | $4.65K | 0.00% | −6−28.6% | Reduced |
| Creative Capital Management Investments LLC | 16 | $4.96K | 0.00% | +16 | New |
| Larson Financial Group LLC | 17 | $5.27K | 0.00% | −10−37.0% | Reduced |
| Hughes Financial Services, LLC | 17 | $5.27K | 0.00% | +9+112.5% | Added |
| Rialto Wealth Management, LLC | 17 | $5.27K | 0.00% | +1+6.3% | Added |
| Heritage Wealth Advisors | 18 | $5.58K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 18 | $5.58K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 18 | $5.58K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 19 | $5.89K | 0.00% | +16+533.3% | Added |
| Grove Bank & Trust | 20 | $6.20K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 22 | $6.82K | 0.00% | −3−12.0% | Reduced |
| Dogwood Wealth Management LLC | 23 | $7.13K | 0.00% | +4+21.1% | Added |
| Asset Dedication, LLC | 23 | $7.13K | 0.00% | +23 | New |
| Anchor Investment Management, LLC | 23 | $7.13K | 0.00% | +23 | New |
| TD Capital Management LLC | 24 | $7.44K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 24 | $7.44K | 0.00% | +8+50.0% | Added |
| Whittier Trust Co of Nevada Inc | 23 | $7.65K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $8.06K | 0.00% | −2−7.1% | Reduced |
| Bayforest Capital Ltd | 27 | $8.37K | 0.01% | −242−90.0% | Reduced |
| Brookfield Asset Management Inc. | 27 | $8.37K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 27 | $8.37K | 0.00% | +27 | New |
| Private Wealth Management Group, LLC | 30 | $9.30K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 31 | $9.61K | 0.00% | −2,529−98.8% | Reduced |
| Zions Bancorporation, National Association | 32 | $9.92K | 0.00% | −8−20.0% | Reduced |
| Triumph Capital Management | 33 | $10.2K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 33 | $10.3K | 0.00% | +2+6.5% | Added |
| Markowski Investments | 34 | $10.5K | 0.00% | +34 | New |
| Frazier Financial Advisors, LLC | 36 | $11.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 37 | $11.5K | 0.00% | +15+68.2% | Added |
| Persistent Asset Partners Ltd | 38 | $11.8K | 0.00% | +38 | New |
| JPL Wealth Management, LLC | 39 | $12.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 41 | $12.7K | 0.00% | −1−2.4% | Reduced |
| Action Point Financial Planning, LLC | 47 | $13.9K | 0.00% | +47 | New |
| Mather Group, LLC. | 49 | $15.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 50 | $15.5K | 0.00% | +32+177.8% | Added |
| Fortitude Family Office, LLC | 51 | $15.8K | 0.00% | +12+30.8% | Added |
| Washington Trust Advisors, Inc. | 52 | $16.0K | 0.00% | −34−39.5% | Reduced |
| Bare Financial Services, Inc | 56 | $17.4K | 0.00% | +22+64.7% | Added |
| Private Trust Co NA | 57 | $17.7K | 0.00% | +7+14.0% | Added |
| Atlantic Trust, LLC | 62 | $19.2K | 0.00% | +24+63.2% | Added |
| JFS Wealth Advisors, LLC | 64 | $19.8K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 64 | $19.8K | 0.00% | +2+3.2% | Added |
| SJS Investment Consulting Inc. | 67 | $20.8K | 0.00% | −12−15.2% | Reduced |
| Continuum Advisory, LLC | 76 | $23.6K | 0.00% | +76 | New |
| Sachetta, LLC | 76 | $23.6K | 0.01% | +36+90.0% | Added |
| Westside Investment Management, Inc. | 78 | $24.2K | 0.00% | 00.0% | Unchanged |