| TSFG, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1 | $128 | 0.00% | −804−99.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $256 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 2 | $257 | 0.00% | +2 | New |
| TFC Financial Management | 4 | $513 | 0.00% | −17−81.0% | Reduced |
| Quaker Wealth Management, LLC | 4 | $513 | 0.00% | +4 | New |
| CBIZ Investment Advisory Services, LLC | 4 | $514 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $521 | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 5 | $641 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $641 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $641 | 0.00% | +5 | New |
| Kilter Group LLC | 5 | $641 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 6 | $768 | 0.00% | +4+200.0% | Added |
| Clark Wealth Partners | 7 | $896 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 7 | $897 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $900 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 8 | $1.02K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 8 | $1.02K | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 9 | $1.15K | 0.00% | +5+125.0% | Added |
| Sound Income Strategies, LLC | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 10 | $1.28K | 0.00% | +2+25.0% | Added |
| Cornerstone Planning Group LLC | 11 | $1.36K | 0.00% | +2+22.2% | Added |
| Bay Harbor Wealth Management, LLC | 11 | $1.41K | 0.00% | +6+120.0% | Added |
| Sierra Ocean, LLC | 12 | $1.54K | 0.00% | −14−53.8% | Reduced |
| Kestra Investment Management, LLC | 13 | $1.66K | 0.00% | +13 | New |
| Colonial Trust Co | 14 | $1.79K | 0.00% | −4−22.2% | Reduced |
| Dunhill Financial, LLC | 15 | $1.93K | 0.00% | −23−60.5% | Reduced |
| Hughes Financial Services, LLC | 16 | $1.96K | 0.00% | +3+23.1% | Added |
| Avion Wealth | 21 | $2.00K | 0.00% | +12+133.3% | Added |
| Park Place Capital Corp | 17 | $2.21K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $2.31K | 0.00% | −13−41.9% | Reduced |
| UMA Financial Services, Inc. | 18 | $2.31K | 0.00% | +18 | New |
| Rialto Wealth Management, LLC | 20 | $2.56K | 0.00% | +8+66.7% | Added |
| Bruce G. Allen Investments, LLC | 22 | $2.82K | 0.00% | −64−74.4% | Reduced |
| HM Payson & Co | 22 | $2.82K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 22 | $2.83K | 0.00% | +22 | New |
| Moisand Fitzgerald Tamayo, LLC | 23 | $2.94K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 24 | $3.12K | 0.00% | +24 | New |
| CoreCap Advisors, LLC | 26 | $3.40K | 0.00% | −72−73.5% | Reduced |
| Darwin Advisors, LLC | 27 | $3.47K | 0.00% | −904−97.1% | Reduced |
| Abound Wealth Management | 28 | $3.58K | 0.00% | −4−12.5% | Reduced |
| Binnacle Investments Inc | 30 | $3.84K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 30 | $3.84K | 0.00% | +30 | New |
| Atlantic Trust, LLC | 33 | $4.22K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 36 | $4.25K | 0.05% | +36 | New |
| Rakuten Securities, Inc. | 34 | $4.35K | 0.00% | +4+13.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 35 | $4.40K | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 35 | $4.48K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 36 | $4.61K | 0.00% | −4−10.0% | Reduced |
| Cranbrook Wealth Management, LLC | 36 | $4.61K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 37 | $4.74K | 0.00% | −171−82.2% | Reduced |
| Quest 10 Wealth Builders, Inc. | 37 | $4.78K | 0.00% | −1−2.6% | Reduced |
| Estabrook Capital Management | 40 | $5.12K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 40 | $5.12K | 0.00% | +40 | New |
| DiNuzzo Private Wealth, Inc. | 42 | $5.38K | 0.00% | −1−2.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 44 | $5.63K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 44 | $5.63K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 44 | $5.63K | 0.00% | +44 | New |
| South State Corp. | 45 | $5.76K | 0.00% | −18−28.6% | Reduced |
| Bell Investment Advisors, Inc | 47 | $6.02K | 0.00% | −2−4.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 47 | $6.04K | 0.00% | +10+27.0% | Added |
| NewSquare Capital LLC | 49 | $6.27K | 0.00% | −17−25.8% | Reduced |
| Manchester Capital Management LLC | 49 | $6.27K | 0.00% | 00.0% | Unchanged |
| City State Bank | 52 | $6.66K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 53 | $6.79K | 0.00% | +29+120.8% | Added |
| Fortitude Family Office, LLC | 54 | $6.91K | 0.00% | +31+134.8% | Added |
| Stone House Investment Management, LLC | 56 | $7.17K | 0.00% | +56 | New |
| Private Wealth Management Group, LLC | 76 | $9.73K | 0.00% | −1−1.3% | Reduced |
| 1620 Investment Advisors, Inc. | 77 | $9.86K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 77 | $10.1K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 82 | $10.5K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 87 | $11.1K | 0.00% | +68+357.9% | Added |
| Rise Advisors, LLC | 91 | $11.6K | 0.00% | +1+1.1% | Added |
| Team Financial Group, LLC | 91 | $11.7K | 0.01% | +91 | New |
| Valued Wealth Advisors LLC | 93 | $12.0K | 0.01% | −38−29.0% | Reduced |
| Ogorek Anthony Joseph | 106 | $13.0K | 0.00% | +13+14.0% | Added |
| GFG Capital, LLC | 105 | $13.4K | 0.00% | +105 | New |
| Tortoise Investment Management, LLC | 106 | $13.6K | 0.00% | +6+6.0% | Added |
| GPS Wealth Strategies Group, LLC | 109 | $13.9K | 0.00% | +8+7.9% | Added |
| Talon Private Wealth, LLC | 112 | $14.3K | 0.00% | +112 | New |
| JNBA Financial Advisors | 125 | $16.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 128 | $16.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 128 | $16.4K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 129 | $16.5K | 0.00% | +129 | New |
| Bank of Jackson Hole Trust | 130 | $16.6K | 0.01% | +130 | New |
| Bryn Mawr Trust Co | 139 | $17.8K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 142 | $18.2K | 0.01% | +136+2,266.7% | Added |
| Delta Asset Management LLC | 150 | $19.2K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 157 | $20.1K | 0.00% | +157 | New |
| Compass Financial Services Inc | 162 | $20.7K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 162 | $20.7K | 0.00% | +11+7.3% | Added |
| Grove Bank & Trust | 169 | $21.6K | 0.00% | −108−39.0% | Reduced |
| Central Trust Co | 176 | $22.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 186 | $23.8K | 0.00% | −1−0.5% | Reduced |
| Itau Unibanco Holding S.A. | 192 | $24.6K | 0.00% | −9−4.5% | Reduced |
| Wood Tarver Financial Group, LLC | 200 | $25.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 195 | $25.0K | 0.00% | +20+11.4% | Added |
| Toth Financial Advisory Corp | 200 | $25.6K | 0.00% | 00.0% | Unchanged |