| Abound Wealth Management | 1 | $176 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $195 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 1 | $195 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $195 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 2 | $389 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 2 | $390 | 0.00% | −15−88.2% | Reduced |
| Quaker Wealth Management, LLC | 2 | $390 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $390 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $390 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $390 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $584 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3 | $584 | 0.00% | +3 | New |
| TopTier Wealth Management, LLC | 4 | $778 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 4 | $779 | 0.00% | +1+33.3% | Added |
| First Horizon Corp | 6 | $1.17K | 0.00% | −10−62.5% | Reduced |
| SBI Securities Co., Ltd. | 6 | $1.17K | 0.00% | −10−62.5% | Reduced |
| 1015 Capital Partners, LLC | 6 | $1.17K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $1.17K | 0.00% | +2+50.0% | Added |
| Whipplewood Advisors, LLC | 6 | $1.17K | 0.00% | +6 | New |
| Manchester Capital Management LLC | 7 | $1.36K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.36K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 8 | $1.56K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 8 | $1.56K | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 8 | $1.56K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 8 | $1.56K | 0.00% | +3+60.0% | Added |
| UMA Financial Services, Inc. | 8 | $1.56K | 0.00% | +4+100.0% | Added |
| Cornerstone Financial Management LLC | 9 | $1.75K | 0.00% | +3+50.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 10 | $1.95K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $1.95K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $2.00K | 0.00% | +3+33.3% | Added |
| Harvest Fund Management Co., Ltd | 10 | $2.00K | 0.00% | +10 | New |
| Intentional Wealth Strategies, LLC | 11 | $2.14K | 0.00% | +11 | New |
| Marquette Asset Management, LLC | 11 | $2.14K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 13 | $2.53K | 0.00% | −258−95.2% | Reduced |
| Aspect Partners, LLC | 14 | $2.72K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $2.72K | 0.00% | +3+27.3% | Added |
| Brown, Lisle/Cummings, Inc. | 15 | $2.92K | 0.00% | +15 | New |
| South State Corp. | 15 | $2.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $3.11K | 0.00% | +5+45.5% | Added |
| Wolff Wiese Magana LLC | 16 | $3.11K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $3.11K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $3.12K | 0.00% | +14+700.0% | Added |
| Red Tortoise LLC | 17 | $3.31K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 18 | $3.50K | 0.00% | 00.0% | Unchanged |
| Bayban | 19 | $3.70K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 19 | $3.70K | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $3.89K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 20 | $3.89K | 0.00% | +20 | New |
| Kingdom Financial Group LLC. | 20 | $3.89K | 0.00% | +20 | New |
| Portus Wealth Advisors, LLC | 20 | $3.89K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 21 | $4.09K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 21 | $4.09K | 0.00% | +6+40.0% | Added |
| SJS Investment Consulting Inc. | 22 | $4.28K | 0.00% | +3+15.8% | Added |
| Washington Trust Advisors, Inc. | 22 | $4.30K | 0.00% | +6+37.5% | Added |
| Atlantic Trust, LLC | 23 | $4.47K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 23 | $4.47K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 23 | $4.47K | 0.00% | +8+53.3% | Added |
| CGC Financial Services, LLC | 25 | $4.86K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 27 | $5.60K | 0.00% | +22+440.0% | Added |
| Olistico Wealth, LLC | 30 | $5.84K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 32 | $6.23K | 0.00% | −478−93.7% | Reduced |
| Sachetta, LLC | 32 | $6.23K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 35 | $6.81K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 35 | $6.81K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 35 | $6.81K | 0.00% | −449−92.8% | Reduced |
| Wall Street Access Asset Management, LLC | 40 | $7.78K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $7.78K | 0.00% | +7+21.2% | Added |
| Retirement Wealth Solutions LLC | 43 | $8.37K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 43 | $8.37K | 0.00% | 00.0% | Unchanged |
| Motco | 44 | $8.56K | 0.00% | −5−10.2% | Reduced |
| Meeder Asset Management Inc | 45 | $8.76K | 0.00% | −29−39.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 45 | $8.76K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 45 | $8.76K | 0.00% | +45 | New |
| Signature Equity Partners, LLC | 48 | $9.34K | 0.01% | +37+336.4% | Added |
| Vision Financial Markets LLC | 50 | $9.73K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 51 | $9.92K | 0.00% | +51 | New |
| Private Wealth Management Group, LLC | 56 | $10.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 54 | $11.0K | 0.01% | −50−48.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 57 | $11.1K | 0.00% | −702−92.5% | Reduced |
| Greykasell Wealth Strategies, Inc. | 60 | $11.7K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 61 | $11.9K | 0.01% | +61 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 67 | $13.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 68 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 69 | $13.4K | 0.00% | +14+25.5% | Added |
| Pflug Koory, LLC | 70 | $13.6K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 72 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 72 | $14.0K | 0.00% | +2+2.9% | Added |
| EFG International AG | 72 | $14.0K | 0.00% | +72 | New |
| Ancora Advisors, LLC | 75 | $14.6K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 76 | $14.8K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 75 | $15.0K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 83 | $16.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 79 | $16.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 84 | $16.3K | 0.00% | +30+55.6% | Added |
| Legacy Bridge, LLC | 90 | $17.5K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 89 | $17.7K | 0.01% | +89 | New |
| Creative Financial Designs Inc | 91 | $17.7K | 0.00% | +7+8.3% | Added |
| Fortitude Family Office, LLC | 91 | $17.7K | 0.00% | +56+160.0% | Added |
| Signature Resources Capital Management, LLC | 96 | $18.7K | 0.01% | −11−10.3% | Reduced |