| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Colonial Trust Advisors | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1 | $139 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $139 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $147 | 0.00% | −1−50.0% | Reduced |
| WPG Advisers, LLC | 2 | $279 | 0.00% | −3−60.0% | Reduced |
| Torren Management, LLC | 3 | $418 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $418 | 0.00% | +1+50.0% | Added |
| Creative Capital Management Investments LLC | 3 | $418 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $557 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $557 | 0.00% | +4 | New |
| TFC Financial Management | 4 | $557 | 0.00% | +4 | New |
| Spire Wealth Management | 4 | $557 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $557 | 0.00% | +4 | New |
| Harbour Investments, Inc. | 4 | $566 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5 | $696 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 5 | $696 | 0.00% | +2+66.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $835 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 6 | $836 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $836 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $836 | 0.00% | +1+20.0% | Added |
| Quest 10 Wealth Builders, Inc. | 6 | $836 | 0.00% | +6 | New |
| Planning Strategies Inc. | 6 | $836 | 0.00% | +6 | New |
| Horizon Investments, LLC | 7 | $975 | 0.00% | −15−68.2% | Reduced |
| Manchester Capital Management LLC | 7 | $975 | 0.00% | −4−36.4% | Reduced |
| Country Trust Bank | 7 | $975 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $975 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $975 | 0.00% | +5+250.0% | Added |
| Beacon Investment Advisory Services, Inc. | 7 | $975 | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 7 | $1.04K | 0.00% | −1−12.5% | Reduced |
| Security National Bank | 8 | $1.11K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8 | $1.11K | 0.00% | +8 | New |
| Bare Financial Services, Inc | 8 | $1.11K | 0.00% | +8 | New |
| LRI Investments, LLC | 9 | $1.25K | 0.00% | −24−72.7% | Reduced |
| Dunhill Financial, LLC | 9 | $1.25K | 0.00% | −1−10.0% | Reduced |
| TD Capital Management LLC | 9 | $1.25K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 9 | $1.25K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 9 | $1.25K | 0.00% | −66−88.0% | Reduced |
| WealthCollab, LLC | 10 | $1.39K | 0.00% | −89−89.9% | Reduced |
| Anchor Investment Management, LLC | 10 | $1.39K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $1.39K | 0.00% | +6+150.0% | Added |
| First Horizon Corp | 11 | $1.53K | 0.00% | −4−26.7% | Reduced |
| Rialto Wealth Management, LLC | 11 | $1.53K | 0.00% | +6+120.0% | Added |
| Kilter Group LLC | 11 | $1.53K | 0.00% | +8+266.7% | Added |
| Fortitude Family Office, LLC | 12 | $1.67K | 0.00% | −2−14.3% | Reduced |
| Cromwell Holdings LLC | 12 | $1.67K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 15 | $1.95K | 0.00% | +15 | New |
| Avion Wealth | 17 | $2.00K | 0.00% | −5−22.7% | Reduced |
| JFS Wealth Advisors, LLC | 16 | $2.23K | 0.00% | −2−11.1% | Reduced |
| Park Place Capital Corp | 17 | $2.37K | 0.00% | −6−26.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 18 | $2.44K | 0.00% | −2−10.0% | Reduced |
| CVA Family Office, LLC | 18 | $2.51K | 0.00% | −56−75.7% | Reduced |
| Basecamp Wealth Advisors LLC | 19 | $2.65K | 0.00% | −60−75.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 20 | $2.79K | 0.00% | +20 | New |
| SHP Wealth Management | 22 | $3.06K | 0.00% | +4+22.2% | Added |
| Prestige Wealth Management Group LLC | 24 | $3.34K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 26 | $3.62K | 0.00% | −4−13.3% | Reduced |
| Key Financial Inc | 28 | $3.90K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 29 | $4.04K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 33 | $4.59K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 37 | $5.15K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 39 | $5.43K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 42 | $5.85K | 0.00% | +2+5.0% | Added |
| Purpose Unlimited Inc. | 44 | $6.13K | 0.00% | +44 | New |
| Highline Wealth Partners LLC | 45 | $6.27K | 0.00% | −5−10.0% | Reduced |
| Brown Brothers Harriman & Co | 45 | $6.27K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 45 | $6.27K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 46 | $6.41K | 0.00% | +35+318.2% | Added |
| Keating Financial Advisory Services, Inc. | 47 | $6.54K | 0.00% | −3−6.0% | Reduced |
| SBI Securities Co., Ltd. | 47 | $6.54K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 49 | $6.82K | 0.00% | +14+40.0% | Added |
| Transamerica Financial Advisors, Inc. | 50 | $6.96K | 0.00% | +19+61.3% | Added |
| Private Wealth Management Group, LLC | 51 | $7.10K | 0.00% | +22+75.9% | Added |
| Silver Grove Financial Group, Inc. | 52 | $7.24K | 0.00% | +52 | New |
| Farmers & Merchants Investments Inc | 53 | $7.38K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 55 | $7.66K | 0.00% | +34+161.9% | Added |
| Measured Wealth Private Client Group, LLC | 67 | $9.33K | 0.00% | −124−64.9% | Reduced |
| Central Trust Co | 72 | $10.0K | 0.00% | −6−7.7% | Reduced |
| Bell Investment Advisors, Inc | 87 | $12.1K | 0.00% | +25+40.3% | Added |
| Wellington-Altus USA Inc. | 96 | $12.8K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 94 | $13.1K | 0.00% | +9+10.6% | Added |
| International Assets Investment Management, LLC | 92 | $13.5K | 0.00% | −15−14.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 97 | $13.5K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 100 | $13.9K | 0.00% | −383−79.3% | Reduced |
| Danske Bank A/S | 100 | $13.9K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $13.9K | 0.00% | +100 | New |
| CoreCap Advisors, LLC | 103 | $14.3K | 0.00% | +4+4.0% | Added |
| Salomon & Ludwin, LLC | 110 | $16.1K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 125 | $17.4K | 0.01% | +125 | New |
| HM Payson & Co | 127 | $17.7K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 128 | $17.8K | 0.00% | +128 | New |
| Siemens Fonds Invest GmbH | 147 | $20.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 150 | $20.9K | 0.00% | +104+226.1% | Added |
| Bayforest Capital Ltd | 164 | $22.8K | 0.02% | −1,118−87.2% | Reduced |
| Elevated Capital Advisors, LLC | 182 | $25.3K | 0.01% | −480−72.5% | Reduced |
| Creative Financial Designs Inc | 197 | $27.4K | 0.00% | −19−8.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 211 | $29.4K | 0.00% | −11−5.0% | Reduced |
| Clearstead Advisors, LLC | 223 | $31.1K | 0.00% | +192+619.4% | Added |
| Ares Financial Consulting, LLC | 243 | $33.8K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 250 | $34.8K | 0.00% | −200−44.4% | Reduced |
