| JFS Wealth Advisors, LLC | 27 | $19.2K | 0.00% | −6−18.2% | Reduced |
| West Paces Advisors Inc. | 27 | $19.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 26 | $18.5K | 0.00% | +6+30.0% | Added |
| Golden State Wealth Management, LLC | 26 | $18.5K | 0.00% | +26 | New |
| Sierra Ocean, LLC | 26 | $18.5K | 0.02% | +26 | New |
| BFSG, LLC | 25 | $17.8K | 0.00% | −838−97.1% | Reduced |
| Coppell Advisory Solutions LLC | 25 | $17.6K | 0.00% | +18+257.1% | Added |
| Addison Advisors LLC | 24 | $17.1K | 0.00% | +10+71.4% | Added |
| MRP Capital Investments, LLC | 24 | $17.1K | 0.02% | −870−97.3% | Reduced |
| Frazier Financial Advisors, LLC | 24 | $16.9K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 23 | $16.4K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $16.4K | 0.00% | +5+27.8% | Added |
| Transce3nd, LLC | 23 | $16.4K | 0.01% | +23 | New |
| Nova Wealth Management, Inc. | 23 | $16.4K | 0.01% | +23 | New |
| FWL Investment Management, LLC | 22 | $15.7K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 21 | $15.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 21 | $14.7K | 0.00% | +10+90.9% | Added |
| Sachetta, LLC | 20 | $14.2K | 0.01% | −5−20.0% | Reduced |
| Eastern Bank | 20 | $14.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $14.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $14.2K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 19 | $13.5K | 0.00% | −6−24.0% | Reduced |
| Talon Private Wealth, LLC | 19 | $13.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 19 | $13.5K | 0.01% | +19 | New |
| Crews Bank & Trust | 19 | $13.5K | 0.00% | +19 | New |
| Legacy Investment Solutions, LLC | 18 | $12.8K | 0.01% | +16+800.0% | Added |
| Legacy Wealth Managment, LLC | 18 | $12.8K | 0.01% | +16+800.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 17 | $12.1K | 0.00% | −20−54.1% | Reduced |
| Stonebridge Financial Group, LLC | 17 | $12.1K | 0.00% | +17 | New |
| Asset Dedication, LLC | 16 | $11.4K | 0.00% | +1+6.7% | Added |
| HM Payson & Co | 15 | $10.7K | 0.00% | −1−6.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 14 | $10.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14 | $9.97K | 0.00% | −28−66.7% | Reduced |
| PFS Partners, LLC | 14 | $9.97K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 14 | $9.97K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 13 | $9.26K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $8.55K | 0.01% | −11−47.8% | Reduced |
| High Note Wealth, LLC | 12 | $8.55K | 0.00% | +12 | New |
| Capital Advisors, Ltd. LLC | 11 | $8.00K | 0.00% | −2−15.4% | Reduced |
| Compass Wealth Management LLC | 11 | $7.84K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 11 | $7.84K | 0.00% | +11 | New |
| Pacifica Partners Inc. | 10 | $7.15K | 0.00% | +10 | New |
| DT Investment Partners, LLC | 10 | $7.12K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $7.12K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 10 | $7.12K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 9 | $6.41K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $6.00K | 0.00% | −4−30.8% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 9 | $6.00K | 0.00% | +7+350.0% | Added |
| Financial Network Wealth Advisors LLC | 8 | $5.70K | 0.01% | −5−38.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $5.70K | 0.00% | −2−20.0% | Reduced |
| Hollencrest Capital Management | 8 | $5.70K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 8 | $5.70K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 8 | $5.70K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 8 | $5.70K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 8 | $5.70K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 8 | $5.70K | 0.00% | +3+60.0% | Added |
| Cassady Schiller Wealth Management, LLC | 8 | $5.70K | 0.00% | +8 | New |
| BankPlus Trust Department | 8 | $5.70K | 0.00% | +8 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8 | $5.70K | 0.00% | +2+33.3% | Added |
| Farmers & Merchants Investments Inc | 7 | $4.99K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 6 | $4.27K | 0.00% | −5−45.5% | Reduced |
| Carolina Wealth Advisors, LLC | 6 | $4.27K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $4.27K | 0.00% | +3+100.0% | Added |
| Decker Retirement Planning Inc. | 6 | $4.27K | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 6 | $4.11K | 0.00% | +2+50.0% | Added |
| RE Dickinson Investment Advisors, LLC | 5 | $3.60K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 5 | $3.59K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 5 | $3.56K | 0.00% | −36−87.8% | Reduced |
| FSA Wealth Management LLC | 5 | $3.56K | 0.00% | −20−80.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 5 | $3.56K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 5 | $3.56K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 5 | $3.56K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 5 | $3.56K | 0.15% | +5 | New |
| Operose Advisors LLC | 5 | $3.56K | 0.00% | +5 | New |
| Whipplewood Advisors, LLC | 5 | $3.56K | 0.00% | +5 | New |
| Prudent Man Investment Management, Inc. | 5 | $3.56K | 0.00% | +5 | New |
| Clark Wealth Partners | 5 | $3.56K | 0.00% | +5 | New |
| LSV Asset Management | 4 | $3.00K | 0.00% | +4 | New |
| Hartford Financial Management Inc. | 4 | $2.85K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 4 | $2.85K | 0.00% | +4 | New |
| Front Row Advisors LLC | 4 | $2.85K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 4 | $2.85K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4 | $2.85K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $2.85K | 0.00% | +4 | New |
| Silicon Valley Capital Partners | 4 | $2.85K | 0.00% | +4 | New |
| Union Bancaire Privee, UBP SA | 5 | $2.81K | 0.00% | +5 | New |
| NVWM, LLC | 3 | $2.14K | 0.00% | −985−99.7% | Reduced |
| Granite FO LLC | 3 | $2.14K | 0.00% | −850−99.6% | Reduced |
| SJS Investment Consulting Inc. | 3 | $2.14K | 0.00% | −5−62.5% | Reduced |
| Richardson Financial Services Inc. | 3 | $2.14K | 0.00% | −2−40.0% | Reduced |
| Salem Investment Counselors Inc | 3 | $2.14K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3 | $2.14K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 3 | $2.14K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 3 | $2.14K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $2.14K | 0.00% | +3 | New |
| Capital & Planning, LLC | 3 | $2.14K | 0.00% | +3 | New |
| Householder Group Estate & Retirement Specialist, LLC | 4 | $2.00K | 0.00% | −20−83.3% | Reduced |
| Winnow Wealth LLC | 3 | $1.50K | 0.00% | +3 | New |
| True Wealth Design, LLC | 2 | $1.43K | 0.00% | −1−33.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 2 | $1.43K | 0.00% | 00.0% | Unchanged |