| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 1 | $183 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $183 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $184 | 0.00% | +1 | New |
| Basecamp Wealth Advisors LLC | 2 | $366 | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 2 | $366 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $549 | 0.00% | −2−40.0% | Reduced |
| Trust Co | 3 | $549 | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 3 | $549 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $549 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 3 | $549 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $550 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $550 | 0.00% | +2+200.0% | Added |
| Alerus Financial NA | 4 | $732 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 4 | $732 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 4 | $732 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $732 | 0.00% | +2+100.0% | Added |
| Abound Wealth Management | 4 | $733 | 0.00% | −21−84.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 4 | $733 | 0.00% | +4 | New |
| Caitong International Asset Management Co., Ltd | 5 | $916 | 0.00% | −45−90.0% | Reduced |
| Strive Financial Group ,LLC | 5 | $916 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $916 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $916 | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 5 | $916 | 0.00% | +5 | New |
| Compass Financial Management LLC | 5 | $917 | 0.00% | +5 | New |
| Winthrop Capital Management, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Smallwood Wealth Investment Management, LLC | 6 | $1.10K | 0.00% | −8−57.1% | Reduced |
| Copia Wealth Management | 6 | $1.10K | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 7 | $1.28K | 0.00% | +3+75.0% | Added |
| Private Wealth Management Group, LLC | 8 | $1.47K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $1.47K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 8 | $1.47K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 8 | $1.47K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 8 | $1.47K | 0.00% | +8 | New |
| Activest Wealth Management | 10 | $1.83K | 0.00% | −34−77.3% | Reduced |
| Evolution Wealth Management Inc. | 10 | $1.83K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 10 | $1.83K | 0.00% | +10 | New |
| Crewe Advisors LLC | 10 | $1.83K | 0.00% | −2−16.7% | Reduced |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 11 | $2.02K | 0.00% | +3+37.5% | Added |
| HFM Investment Advisors, LLC | 12 | $2.20K | 0.00% | +5+71.4% | Added |
| RMG Wealth Management LLC | 14 | $2.60K | 0.00% | −34−70.8% | Reduced |
| Financial Management Professionals, Inc. | 15 | $2.75K | 0.00% | +15 | New |
| Manchester Capital Management LLC | 16 | $2.93K | 0.00% | −8−33.3% | Reduced |
| NVWM, LLC | 16 | $2.93K | 0.00% | +1+6.7% | Added |
| Ogorek Anthony Joseph | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 17 | $3.10K | 0.00% | +11+183.3% | Added |
| Principia Wealth Advisory, LLC | 19 | $3.48K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 19 | $3.48K | 0.00% | +19 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 19 | $3.48K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $3.66K | 0.00% | −2−9.1% | Reduced |
| Planning Strategies Inc. | 20 | $3.66K | 0.00% | +20 | New |
| GHP Investment Advisors, Inc. | 20 | $3.66K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $3.66K | 0.00% | +7+53.8% | Added |
| Hughes Financial Services, LLC | 22 | $4.03K | 0.00% | +10+83.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 22 | $4.03K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 22 | $4.03K | 0.00% | +13+144.4% | Added |
| Triumph Capital Management | 23 | $4.21K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 23 | $4.21K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $4.21K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 24 | $4.39K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 25 | $4.58K | 0.00% | −1−3.8% | Reduced |
| Bellevue Asset Management, LLC | 26 | $4.76K | 0.00% | +26 | New |
| United Financial Planning Group LLC | 27 | $4.94K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 27 | $4.94K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 27 | $4.95K | 0.00% | −3−10.0% | Reduced |
| WPG Advisers, LLC | 29 | $5.31K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 29 | $5.31K | 0.00% | +29 | New |
| HHM Wealth Advisors, LLC | 29 | $5.31K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 31 | $5.68K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 31 | $5.68K | 0.00% | +9+40.9% | Added |
| Valley National Advisers Inc | 32 | $5.86K | 0.00% | −3−8.6% | Reduced |
| Ares Financial Consulting, LLC | 32 | $5.86K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 32 | $5.86K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 32 | $5.86K | 0.00% | +32 | New |
| Delos Wealth Advisors, LLC | 32 | $5.86K | 0.00% | +32 | New |
| Joseph Group Capital Management | 33 | $6.04K | 0.00% | −10−23.3% | Reduced |
| Financial Consulate, Inc | 34 | $6.23K | 0.00% | +2+6.3% | Added |
| LRI Investments, LLC | 35 | $6.41K | 0.00% | +10+40.0% | Added |
| Clear Street Markets LLC | 37 | $6.78K | 0.00% | −382−91.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 37 | $6.78K | 0.00% | +5+15.6% | Added |
| High Note Wealth, LLC | 38 | $6.96K | 0.00% | +10+35.7% | Added |
| International Assets Investment Management, LLC | 38 | $6.99K | 0.00% | −75−66.4% | Reduced |
| Beacon Financial Strategies CORP | 39 | $7.14K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 40 | $7.32K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 40 | $7.33K | 0.00% | +6+17.6% | Added |
| Marquette Asset Management, LLC | 41 | $7.51K | 0.00% | −3−6.8% | Reduced |
| South State Corp. | 42 | $7.69K | 0.00% | +3+7.7% | Added |
| West Paces Advisors Inc. | 42 | $7.69K | 0.00% | +42 | New |
| Carolina Wealth Advisors, LLC | 48 | $8.79K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 49 | $8.97K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 50 | $9.16K | 0.00% | −50−50.0% | Reduced |
| City State Bank | 50 | $9.16K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $9.16K | 0.00% | +22+78.6% | Added |
| SJS Investment Consulting Inc. | 51 | $9.34K | 0.00% | +23+82.1% | Added |
| Washington Trust Advisors, Inc. | 53 | $9.63K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 58 | $10.6K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 60 | $11.0K | 0.00% | +60 | New |
| Westfuller Advisors, LLC | 61 | $11.2K | 0.00% | −1−1.6% | Reduced |
| Quaker Wealth Management, LLC | 61 | $11.2K | 0.00% | 00.0% | Unchanged |