| Retirement Wealth Solutions LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Meeder Asset Management Inc | 1 | $22 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 3 | $68 | 0.00% | +3 | New |
| Silicon Valley Capital Partners | 4 | $91 | 0.00% | +4 | New |
| Napier Financial, LLC | 6 | $135 | 0.00% | +6 | New |
| SOA Wealth Advisors, LLC. | 7 | $166 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 9 | $203 | 0.00% | +9 | New |
| Redwood Park Advisors LLC | 11 | $248 | 0.00% | −13−54.2% | Reduced |
| Activest Wealth Management | 12 | $270 | 0.00% | −12−50.0% | Reduced |
| Quaker Wealth Management, LLC | 13 | $293 | 0.00% | −1−7.1% | Reduced |
| Hughes Financial Services, LLC | 15 | $337 | 0.00% | +15 | New |
| Atlas Capital Advisors LLC | 17 | $381 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 20 | $449 | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 20 | $449 | 0.00% | +20 | New |
| Synergy Investment Management, LLC | 21 | $472 | 0.00% | +21 | New |
| American Capital Advisory, LLC | 22 | $495 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 23 | $517 | 0.00% | −61−72.6% | Reduced |
| Bare Financial Services, Inc | 23 | $517 | 0.00% | +23 | New |
| Cornerstone Financial Management LLC | 29 | $652 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 28 | $655 | 0.00% | −184−86.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 32 | $719 | 0.00% | +32 | New |
| Clark Wealth Partners | 33 | $742 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $764 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 34 | $764 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 40 | $899 | 0.00% | +5+14.3% | Added |
| TFC Financial Management | 44 | $989 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 44 | $989 | 0.00% | +15+51.7% | Added |
| Albion Financial Group | 47 | $1.06K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 50 | $1.12K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 52 | $1.17K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 56 | $1.26K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 73 | $1.63K | 0.00% | +60+461.5% | Added |
| Arlington Trust Co LLC | 74 | $1.66K | 0.00% | +74 | New |
| Princeton Global Asset Management LLC | 81 | $1.82K | 0.00% | +53+189.3% | Added |
| Intentional Wealth Strategies, LLC | 82 | $1.84K | 0.00% | +82 | New |
| Financial Consulate, Inc | 85 | $1.91K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 87 | $1.96K | 0.00% | −242−73.6% | Reduced |
| Essential Partners LLC | 92 | $2.07K | 0.00% | +82+820.0% | Added |
| Golden State Equity Partners | 92 | $2.07K | 0.00% | +92 | New |
| Aspect Partners, LLC | 95 | $2.13K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 97 | $2.18K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $2.25K | 0.00% | +100 | New |
| Dunhill Financial, LLC | 100 | $2.26K | 0.00% | +1+1.0% | Added |
| SHP Wealth Management | 107 | $2.40K | 0.00% | +107 | New |
| Transamerica Financial Advisors, Inc. | 108 | $2.43K | 0.00% | +105+3,500.0% | Added |
| Clear Street Markets LLC | 111 | $2.49K | 0.00% | −895−89.0% | Reduced |
| Clayton Financial Group LLC | 124 | $2.79K | 0.00% | +82+195.2% | Added |
| Highline Wealth Partners LLC | 128 | $2.88K | 0.00% | +128 | New |
| Versant Capital Management, Inc | 132 | $2.97K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 159 | $3.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 141 | $3.17K | 0.00% | −761−84.4% | Reduced |
| Manchester Capital Management LLC | 149 | $3.35K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 166 | $3.73K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 166 | $3.73K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 175 | $3.93K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 188 | $4.22K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 190 | $4.27K | 0.00% | +190 | New |
| Bruce G. Allen Investments, LLC | 196 | $4.40K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 200 | $4.49K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 200 | $4.49K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 207 | $4.65K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 227 | $5.10K | 0.00% | +129+131.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 229 | $5.15K | 0.00% | +45+24.5% | Added |
| JPL Wealth Management, LLC | 243 | $5.46K | 0.00% | +243 | New |
| MV Capital Management, Inc. | 244 | $5.48K | 0.00% | +14+6.1% | Added |
| Hoertkorn Richard Charles | 250 | $5.62K | 0.00% | −103−29.2% | Reduced |
| Montag A & Associates Inc | 250 | $5.62K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 254 | $5.71K | 0.00% | +40+18.7% | Added |
| Dogwood Wealth Management LLC | 254 | $5.71K | 0.00% | +254 | New |
| Whipplewood Advisors, LLC | 260 | $5.84K | 0.00% | +260 | New |
| Kemnay Advisory Services Inc. | 268 | $6.02K | 0.00% | +268 | New |
| Glen Eagle Advisors, LLC | 270 | $6.07K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 272 | $6.11K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 268 | $6.30K | 0.00% | +132+97.1% | Added |
| St Germain D J Co Inc | 300 | $6.74K | 0.00% | −750−71.4% | Reduced |
| Blume Capital Management, Inc. | 300 | $6.74K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 358 | $8.04K | 0.00% | −242−40.3% | Reduced |
| North Ridge Wealth Advisors, Inc. | 400 | $8.99K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 404 | $9.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 407 | $9.15K | 0.00% | +407 | New |
| Financial Management Professionals, Inc. | 414 | $9.30K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 425 | $9.55K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 432 | $9.71K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 450 | $10.1K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 451 | $10.1K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 459 | $10.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 467 | $10.5K | 0.00% | +110+30.8% | Added |
| Raiffeisen Bank International AG | 485 | $10.8K | 0.00% | +485 | New |
| Hazlett, Burt & Watson, Inc. | 533 | $11.0K | 0.00% | +103+24.0% | Added |
| GW&K Investment Management, LLC | 485 | $11.0K | 0.00% | +138+39.8% | Added |
| Whittier Trust Co of Nevada Inc | 490 | $11.0K | 0.00% | +435+790.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 516 | $11.6K | 0.00% | +516 | New |
| CVA Family Office, LLC | 535 | $12.0K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 570 | $12.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 572 | $13.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 585 | $13.1K | 0.00% | −1,841−75.9% | Reduced |
| Westside Investment Management, Inc. | 590 | $13.3K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 600 | $13.5K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 611 | $13.7K | 0.01% | +391+177.7% | Added |
| AdvisorNet Financial, Inc | 611 | $13.7K | 0.00% | +4+0.7% | Added |