| Retirement Wealth Solutions LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Medallion Wealth Advisors, LLC | 2 | $51 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 3 | $77 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 4 | $104 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 7 | $177 | 0.00% | +7 | New |
| SOA Wealth Advisors, LLC. | 7 | $189 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 9 | $229 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 11 | $279 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 13 | $330 | 0.00% | 00.0% | Unchanged |
| Motco | 15 | $380 | 0.00% | +15 | New |
| Spectrum Wealth Advisory Group, LLC | 15 | $384 | 0.00% | +15 | New |
| Atlas Capital Advisors LLC | 17 | $430 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 17 | $431 | 0.00% | −78−82.1% | Reduced |
| Activest Wealth Management | 17 | $431 | 0.00% | +5+41.7% | Added |
| Highline Wealth Partners LLC | 19 | $482 | 0.00% | −109−85.2% | Reduced |
| NVWM, LLC | 20 | $507 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 22 | $558 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 23 | $583 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 23 | $584 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 25 | $634 | 0.00% | +25 | New |
| Planning Strategies Inc. | 26 | $659 | 0.00% | +26 | New |
| Cornerstone Financial Management LLC | 29 | $735 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 30 | $761 | 0.00% | −2−6.3% | Reduced |
| Clark Wealth Partners | 33 | $837 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $862 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 36 | $913 | 0.00% | −8−18.2% | Reduced |
| Downshift Financial, LLC | 38 | $963 | 0.00% | +38 | New |
| Wolverine Asset Management LLC | 40 | $1.01K | 0.00% | −43,132−99.9% | Reduced |
| Kilter Group LLC | 40 | $1.01K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 44 | $1.12K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 46 | $1.17K | 0.00% | +31+206.7% | Added |
| Albion Financial Group | 47 | $1.19K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 49 | $1.24K | 0.00% | +49 | New |
| Chapman Financial Group, LLC | 50 | $1.27K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 52 | $1.32K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 56 | $1.42K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 72 | $1.82K | 0.00% | +44+157.1% | Added |
| Arlington Trust Co LLC | 74 | $1.88K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 73 | $1.89K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 83 | $2.10K | 0.00% | −83−50.0% | Reduced |
| Financial Consulate, Inc | 85 | $2.15K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 85 | $2.15K | 0.00% | +85 | New |
| Harbor Investment Advisory, LLC | 87 | $2.21K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 89 | $2.26K | 0.00% | +89 | New |
| Fulcrum Asset Management LLP | 90 | $2.33K | 0.00% | +90 | New |
| RMG Wealth Management LLC | 101 | $2.44K | 0.00% | +101 | New |
| LRI Investments, LLC | 97 | $2.46K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $2.54K | 0.00% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 100 | $2.54K | 0.00% | +100 | New |
| Dunhill Financial, LLC | 101 | $2.58K | 0.00% | +1+1.0% | Added |
| True Wealth Design, LLC | 114 | $2.89K | 0.00% | +80+235.3% | Added |
| IFG Advisory, LLC | 136 | $3.45K | 0.00% | +136 | New |
| Transamerica Financial Advisors, Inc. | 138 | $3.50K | 0.00% | +30+27.8% | Added |
| Massmutual Trust Co FSB | 138 | $3.50K | 0.00% | +138 | New |
| JFS Wealth Advisors, LLC | 142 | $3.60K | 0.00% | +142 | New |
| SHP Wealth Management | 143 | $3.63K | 0.00% | +36+33.6% | Added |
| Manchester Capital Management LLC | 149 | $3.78K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 159 | $4.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 166 | $4.21K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 188 | $4.77K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 196 | $4.97K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 200 | $5.07K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 200 | $5.07K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 206 | $5.22K | 0.00% | +206 | New |
| Keating Financial Advisory Services, Inc. | 216 | $5.48K | 0.00% | +75+53.2% | Added |
| MV Capital Management, Inc. | 230 | $5.83K | 0.00% | −14−5.7% | Reduced |
| Dogwood Wealth Management LLC | 236 | $5.98K | 0.00% | −18−7.1% | Reduced |
| JPL Wealth Management, LLC | 243 | $6.16K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 247 | $6.26K | 0.00% | +247 | New |
| Montag A & Associates Inc | 250 | $6.34K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 250 | $6.34K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 254 | $6.44K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 270 | $6.84K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 272 | $6.90K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 270 | $7.05K | 0.00% | +2+0.7% | Added |
| Kemnay Advisory Services Inc. | 278 | $7.05K | 0.00% | +10+3.7% | Added |
| Rialto Wealth Management, LLC | 286 | $7.25K | 0.00% | +59+26.0% | Added |
| St Germain D J Co Inc | 300 | $7.61K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 300 | $7.61K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 301 | $7.63K | 0.00% | −57−15.9% | Reduced |
| Bokf, NA | 361 | $9.15K | 0.00% | +361 | New |
| SJS Investment Consulting Inc. | 372 | $9.43K | 0.00% | +372 | New |
| Ameritas Advisory Services, LLC | 395 | $10.0K | 0.00% | +395 | New |
| Chilton Capital Management LLC | 400 | $10.1K | 0.00% | +400 | New |
| Financial Management Professionals, Inc. | 414 | $10.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 425 | $10.8K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 432 | $11.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 447 | $11.2K | 0.00% | +447 | New |
| Steigerwald, Gordon & Koch Inc. | 450 | $11.4K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 451 | $11.4K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 459 | $11.6K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 475 | $12.0K | 0.00% | +71+17.6% | Added |
| Larson Financial Group LLC | 477 | $12.1K | 0.00% | +10+2.1% | Added |
| Buck Wealth Strategies, LLC | 478 | $12.1K | 0.00% | +478 | New |
| Whittier Trust Co of Nevada Inc | 490 | $12.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 535 | $13.6K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 535 | $14.0K | 0.00% | +2+0.4% | Added |
| GW&K Investment Management, LLC | 560 | $14.0K | 0.00% | +75+15.5% | Added |
| Triumph Capital Management | 570 | $14.4K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 590 | $15.0K | 0.00% | 00.0% | Unchanged |