| Retirement Wealth Solutions LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Manning & Napier Advisors LLC | 1 | $10 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 3 | $47 | 0.00% | −8−72.7% | Reduced |
| Creekmur Asset Management LLC | 4 | $62 | 0.00% | −628−99.4% | Reduced |
| Kiker Wealth Management, LLC | 7 | $122 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 20 | $348 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 22 | $383 | 0.00% | −7−24.1% | Reduced |
| LGT Financial Advisors LLC | 22 | $383 | 0.00% | +22 | New |
| SOA Wealth Advisors, LLC. | 26 | $451 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 32 | $557 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 34 | $592 | 0.00% | +13+61.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 34 | $593 | 0.00% | −1,072−96.9% | Reduced |
| Quaker Wealth Management, LLC | 35 | $610 | 0.00% | +35 | New |
| Stephens Consulting, LLC | 35 | $610 | 0.00% | +35 | New |
| SWAN Capital LLC | 37 | $640 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 37 | $645 | 0.00% | +37 | New |
| Bay Harbor Wealth Management, LLC | 45 | $783 | 0.00% | +20+80.0% | Added |
| HFM Investment Advisors, LLC | 47 | $819 | 0.00% | +30+176.5% | Added |
| Raffa Wealth Management, LLC | 49 | $854 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 50 | $871 | 0.00% | +30+150.0% | Added |
| Avion Wealth | 91 | $1.00K | 0.00% | +58+175.8% | Added |
| Ameriflex Group, Inc. | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 60 | $1.05K | 0.00% | +60 | New |
| NVWM, LLC | 65 | $1.13K | 0.00% | +15+30.0% | Added |
| Hughes Financial Services, LLC | 68 | $1.19K | 0.00% | +5+7.9% | Added |
| Golden State Wealth Management, LLC | 73 | $1.27K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 77 | $1.35K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 94 | $1.64K | 0.00% | +94 | New |
| Sierra Ocean, LLC | 99 | $1.73K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 101 | $1.74K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $1.74K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $1.74K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 101 | $1.77K | 0.00% | −2−1.9% | Reduced |
| Total Investment Management Inc | 115 | $2.00K | 0.00% | +115 | New |
| True Wealth Design, LLC | 121 | $2.11K | 0.00% | +66+120.0% | Added |
| DiNuzzo Private Wealth, Inc. | 126 | $2.19K | 0.00% | −3−2.3% | Reduced |
| Sachetta, LLC | 128 | $2.23K | 0.00% | −1,649−92.8% | Reduced |
| Aventura Private Wealth, LLC | 128 | $2.23K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 129 | $2.25K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 134 | $2.33K | 0.00% | −482−78.2% | Reduced |
| Financial Network Wealth Advisors LLC | 138 | $2.40K | 0.00% | +138 | New |
| Bell Investment Advisors, Inc | 141 | $2.46K | 0.00% | +35+33.0% | Added |
| Trifecta Capital Advisors, LLC | 146 | $2.54K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 156 | $2.72K | 0.00% | −699−81.8% | Reduced |
| TFC Financial Management | 159 | $2.77K | 0.00% | +74+87.1% | Added |
| Anfield Capital Management, LLC | 160 | $2.79K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 185 | $3.22K | 0.00% | −65−26.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 186 | $3.24K | 0.00% | +119+177.6% | Added |
| Millstone Evans Group, LLC | 188 | $3.27K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 189 | $3.29K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 192 | $3.35K | 0.00% | +192 | New |
| Costello Asset Management, INC | 200 | $3.48K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 200 | $3.48K | 0.00% | +200 | New |
| Cheviot Value Management, LLC | 200 | $3.52K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 215 | $3.75K | 0.00% | +215 | New |
| Kilter Group LLC | 215 | $3.75K | 0.00% | +215 | New |
| New England Capital Financial Advisors LLC | 239 | $4.16K | 0.00% | +1+0.4% | Added |
| General Partner, Inc. | 244 | $4.25K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 250 | $4.36K | 0.00% | −1,784−87.7% | Reduced |
| Harbor Investment Advisory, LLC | 256 | $4.46K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 259 | $4.51K | 0.00% | +19+7.9% | Added |
| Basswood Capital Management, L.L.C. | 262 | $4.56K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 267 | $4.65K | 0.00% | +267 | New |
| Atlantic Union Bankshares Corp | 272 | $4.74K | 0.00% | +272 | New |
| Prestige Wealth Management Group LLC | 278 | $4.84K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 291 | $5.07K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 313 | $5.39K | 0.00% | +313 | New |
| Ransom Advisory, Ltd | 317 | $5.53K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 323 | $5.63K | 0.00% | +22+7.3% | Added |
| Graney & King, LLC | 324 | $5.64K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 336 | $5.85K | 0.00% | +36+12.0% | Added |
| GW&K Investment Management, LLC | 331 | $6.00K | 0.00% | −43−11.5% | Reduced |
| Holos Integrated Wealth LLC | 346 | $6.09K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 341 | $6.11K | 0.00% | +341 | New |
| Cornerstone Planning Group LLC | 346 | $6.17K | 0.00% | −221−39.0% | Reduced |
| Private Wealth Management Group, LLC | 359 | $6.25K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 365 | $6.36K | 0.00% | −1,369−79.0% | Reduced |
| DT Investment Partners, LLC | 379 | $6.60K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 387 | $6.74K | 0.01% | +387 | New |
| Quest 10 Wealth Builders, Inc. | 389 | $6.78K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 386 | $6.79K | 0.00% | +5+1.3% | Added |
| Fortitude Family Office, LLC | 448 | $7.80K | 0.00% | −523−53.9% | Reduced |
| Catalyst Capital Advisors LLC | 453 | $7.89K | 0.00% | +453 | New |
| Accredited Wealth Management, LLC | 456 | $7.94K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 458 | $7.97K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 460 | $8.01K | 0.01% | −198−30.1% | Reduced |
| High Note Wealth, LLC | 477 | $8.31K | 0.00% | −213−30.9% | Reduced |
| South State Corp. | 490 | $8.54K | 0.00% | −737−60.1% | Reduced |
| Community Bank, N.A. | 500 | $8.71K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 507 | $8.83K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 510 | $8.88K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 567 | $9.00K | 0.00% | +8+1.4% | Added |
| NewSquare Capital LLC | 528 | $9.20K | 0.00% | −285−35.1% | Reduced |
| Garde Capital, Inc. | 549 | $9.56K | 0.00% | +549 | New |
| Rise Advisors, LLC | 551 | $9.60K | 0.00% | +31+6.0% | Added |
| Atlantic Trust, LLC | 559 | $9.74K | 0.00% | −155−21.7% | Reduced |
| Grove Bank & Trust | 562 | $9.79K | 0.00% | −508−47.5% | Reduced |
| Ogorek Anthony Joseph | 625 | $10.0K | 0.00% | +120+23.8% | Added |
| Eastern Bank | 590 | $10.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 610 | $10.6K | 0.00% | +82+15.5% | Added |