| Winnow Wealth LLC | 1 | $59 | 0.00% | −90−98.9% | Reduced |
| Principia Wealth Advisory, LLC | 4 | $234 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 4 | $235 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 5 | $294 | 0.00% | +1+25.0% | Added |
| Colonial Trust Co | 6 | $352 | 0.00% | −50−89.3% | Reduced |
| Addison Advisors LLC | 6 | $352 | 0.00% | −6−50.0% | Reduced |
| Hughes Financial Services, LLC | 6 | $352 | 0.00% | +6 | New |
| Murphy & Mullick Capital Management Corp | 7 | $410 | 0.00% | +7 | New |
| TFC Financial Management | 7 | $411 | 0.00% | −1−12.5% | Reduced |
| Quaker Wealth Management, LLC | 7 | $411 | 0.00% | +7 | New |
| Retirement Wealth Solutions LLC | 8 | $469 | 0.00% | −1−11.1% | Reduced |
| Hilton Head Capital Partners, LLC | 9 | $528 | 0.00% | +9 | New |
| Highline Wealth Partners LLC | 10 | $586 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $587 | 0.00% | −237−96.0% | Reduced |
| South State Corp. | 10 | $587 | 0.00% | −9−47.4% | Reduced |
| Valued Wealth Advisors LLC | 10 | $587 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 11 | $645 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 12 | $703 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $704 | 0.00% | −1−7.7% | Reduced |
| Dunhill Financial, LLC | 13 | $785 | 0.00% | +2+18.2% | Added |
| Evolution Wealth Management Inc. | 14 | $821 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16 | $938 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 17 | $997 | 0.00% | +17 | New |
| Clayton Financial Group LLC | 17 | $997 | 0.00% | +17 | New |
| Penserra Capital Management LLC | 27 | $1.00K | 0.00% | +6+28.6% | Added |
| Picton Mahoney Asset Management | 18 | $1.05K | 0.00% | −14,771−99.9% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 18 | $1.05K | 0.00% | +18 | New |
| Cornerstone Financial Management LLC | 19 | $1.11K | 0.00% | +19 | New |
| Investors Portfolio Services LLC | 19 | $1.14K | 0.00% | +19 | New |
| Nemes Rush Group LLC | 20 | $1.17K | 0.00% | +20 | New |
| Torren Management, LLC | 21 | $1.25K | 0.00% | +21 | New |
| Salomon & Ludwin, LLC | 22 | $1.26K | 0.00% | −129−85.4% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 23 | $1.35K | 0.00% | +23 | New |
| Kozak & Associates, Inc. | 23 | $1.36K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 26 | $1.52K | 0.00% | +26 | New |
| Raffa Wealth Management, LLC | 27 | $1.58K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 27 | $1.58K | 0.00% | +12+80.0% | Added |
| Trust Co | 28 | $1.64K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 28 | $1.64K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 29 | $1.70K | 0.00% | +15+107.1% | Added |
| DiNuzzo Private Wealth, Inc. | 29 | $1.70K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 29 | $1.70K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 29 | $1.70K | 0.00% | +2+7.4% | Added |
| DT Investment Partners, LLC | 30 | $1.76K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 30 | $1.76K | 0.00% | 00.0% | Unchanged |
| American National Bank | 32 | $1.88K | 0.00% | +32 | New |
| SHP Wealth Management | 38 | $2.22K | 0.00% | +38 | New |
| Cornerstone Planning Group LLC | 36 | $2.33K | 0.00% | −215−85.7% | Reduced |
| Grove Bank & Trust | 40 | $2.35K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 42 | $2.46K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 46 | $2.70K | 0.00% | −50−52.1% | Reduced |
| UMA Financial Services, Inc. | 48 | $2.81K | 0.00% | +20+71.4% | Added |
| Abound Wealth Management | 51 | $2.97K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 45 | $3.00K | 0.00% | +45 | New |
| Clark Wealth Partners | 53 | $3.11K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 55 | $3.22K | 0.00% | +55 | New |
| Bartlett & Co. Wealth Management LLC | 56 | $3.28K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 59 | $3.46K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 61 | $3.58K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 62 | $3.63K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 63 | $3.69K | 0.00% | +63 | New |
| Steigerwald, Gordon & Koch Inc. | 63 | $3.69K | 0.00% | +63 | New |
| Kentucky Trust Co | 66 | $3.87K | 0.00% | +66 | New |
| N.E.W. Advisory Services LLC | 68 | $3.99K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 68 | $4.01K | 0.00% | −500−88.0% | Reduced |
| Robinswood Financial LLC | 70 | $4.10K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 72 | $4.22K | 0.00% | −18−20.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 73 | $4.28K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 76 | $4.43K | 0.00% | +76 | New |
| Bell Investment Advisors, Inc | 76 | $4.46K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 77 | $4.51K | 0.00% | +4+5.5% | Added |
| Financial Management Professionals, Inc. | 77 | $4.51K | 0.00% | +12+18.5% | Added |
| 1 North Wealth Services LLC | 80 | $4.69K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 80 | $4.69K | 0.00% | +80 | New |
| Byrne Asset Management LLC | 82 | $4.81K | 0.00% | +2+2.5% | Added |
| Legacy Wealth Managment, LLC | 83 | $4.87K | 0.00% | +75+937.5% | Added |
| Smithfield Trust Co | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 91 | $5.33K | 0.00% | +91 | New |
| Signature Equity Partners, LLC | 95 | $5.57K | 0.00% | +95 | New |
| Glen Eagle Advisors, LLC | 100 | $5.86K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 104 | $6.10K | 0.00% | +104 | New |
| LRI Investments, LLC | 106 | $6.21K | 0.00% | +106 | New |
| Pinnacle Bancorp, Inc. | 109 | $6.39K | 0.00% | +26+31.3% | Added |
| MV Capital Management, Inc. | 114 | $6.68K | 0.00% | +15+15.2% | Added |
| ZRC Wealth Management, LLC | 120 | $7.04K | 0.00% | +15+14.3% | Added |
| Delta Accumulation, LLC | 122 | $7.15K | 0.01% | +1+0.8% | Added |
| Cedar Mountain Advisors, LLC | 124 | $7.27K | 0.00% | −173−58.2% | Reduced |
| Sawyer & Company, Inc | 125 | $7.33K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 125 | $7.33K | 0.00% | +125 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 140 | $8.21K | 0.00% | +140 | New |
| EFG International AG | 148 | $8.68K | 0.00% | +148 | New |
| Holos Integrated Wealth LLC | 153 | $8.88K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 156 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 156 | $9.14K | 0.00% | +71+83.5% | Added |
| Aspect Partners, LLC | 160 | $9.36K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 160 | $9.38K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 162 | $9.51K | 0.00% | +1+0.6% | Added |