| Beaird Harris Wealth Management, LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| Strategic Wealth Partners, Ltd. | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 2 | $44 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3 | $123 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3 | $124 | 0.00% | −11−78.6% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3 | $137 | 0.00% | +3 | New |
| Trust Co | 6 | $245 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 9 | $362 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 10 | $409 | 0.00% | +10 | New |
| Granite FO LLC | 11 | $450 | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 14 | $572 | 0.00% | +14 | New |
| Silicon Valley Capital Partners | 15 | $593 | 0.00% | +1+7.1% | Added |
| Rothschild Investment LLC | 15 | $613 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 18 | $748 | 0.00% | −304−94.4% | Reduced |
| Westside Investment Management, Inc. | 19 | $777 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 21 | $844 | 0.00% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 23 | $958 | 0.00% | +23 | New |
| Manchester Capital Management LLC | 26 | $1.06K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $1.10K | 0.00% | +14+107.7% | Added |
| Signature Resources Capital Management, LLC | 28 | $1.14K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 29 | $1.19K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 30 | $1.23K | 0.00% | −689−95.8% | Reduced |
| Action Point Financial Planning, LLC | 39 | $1.55K | 0.00% | +39 | New |
| William B. Walkup & Associates, Inc. | 40 | $1.64K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 40 | $1.64K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 40 | $1.64K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 40 | $1.64K | 0.00% | +40 | New |
| Sachetta, LLC | 41 | $1.68K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 44 | $1.95K | 0.00% | +1+2.3% | Added |
| Avion Wealth | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 50 | $2.04K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 52 | $2.13K | 0.00% | −360−87.4% | Reduced |
| Salomon & Ludwin, LLC | 55 | $2.25K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 56 | $2.29K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 57 | $2.33K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 60 | $2.45K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 60 | $2.45K | 0.00% | +60 | New |
| AdvisorNet Financial, Inc | 61 | $2.49K | 0.00% | +11+22.0% | Added |
| Financial Network Wealth Advisors LLC | 63 | $2.58K | 0.00% | −70−52.6% | Reduced |
| Signature Equity Partners, LLC | 66 | $2.71K | 0.00% | +61+1,220.0% | Added |
| McDonald Partners LLC | 68 | $2.78K | 0.00% | +68 | New |
| Strategic Advocates LLC | 69 | $2.82K | 0.01% | +69 | New |
| Glass Jacobson Investment Advisors llc | 69 | $2.82K | 0.00% | +69 | New |
| Capital Analysts, LLC | 69 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 74 | $3.01K | 0.00% | +1+1.4% | Added |
| Alerus Financial NA | 76 | $3.11K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 80 | $3.27K | 0.00% | −126−61.2% | Reduced |
| Nalls Sherbakoff Group, LLC | 80 | $3.27K | 0.00% | −42−34.4% | Reduced |
| Barrett & Company, Inc. | 80 | $3.27K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 80 | $3.27K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 81 | $3.31K | 0.00% | −10,824−99.3% | Reduced |
| EFG International AG | 81 | $3.31K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 84 | $3.43K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 90 | $3.68K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 95 | $3.88K | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 97 | $3.96K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 99 | $4.05K | 0.00% | −117−54.2% | Reduced |
| Bullseye Investment Management, LLC | 100 | $4.09K | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 100 | $4.09K | 0.00% | +100 | New |
| True Wealth Design, LLC | 102 | $4.17K | 0.00% | −64−38.6% | Reduced |
| Abound Wealth Management | 103 | $4.21K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 105 | $4.29K | 0.00% | −25−19.2% | Reduced |
| Bare Financial Services, Inc | 106 | $4.33K | 0.00% | −14−11.7% | Reduced |
| Birchwood Financial Partners, Inc. | 106 | $4.34K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 108 | $4.41K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 110 | $4.48K | 0.00% | +1+0.9% | Added |
| Hamrick Investment Counsel, llc | 110 | $4.51K | 0.00% | 00.0% | Unchanged |
| Capital Advisor Network LLC | 111 | $4.54K | 0.01% | +111 | New |
| Smallwood Wealth Investment Management, LLC | 118 | $4.83K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 123 | $5.03K | 0.00% | +20+19.4% | Added |
| Winch Advisory Services, LLC | 124 | $5.07K | 0.00% | +1+0.8% | Added |
| HFM Investment Advisors, LLC | 134 | $5.48K | 0.00% | −8−5.6% | Reduced |
| Pittenger & Anderson Inc | 136 | $5.56K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 139 | $5.68K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 140 | $5.72K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 142 | $5.80K | 0.00% | +47+49.5% | Added |
| 1620 Investment Advisors, Inc. | 150 | $6.13K | 0.00% | −150−50.0% | Reduced |
| MCF Advisors LLC | 158 | $6.46K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 160 | $6.54K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 160 | $6.54K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 160 | $6.54K | 0.00% | +160 | New |
| First Pacific Financial | 160 | $6.54K | 0.00% | +160 | New |
| Rosenberg Matthew Hamilton | 162 | $6.62K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 164 | $6.70K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 164 | $6.70K | 0.00% | +15+10.1% | Added |
| Providence Capital Advisors, LLC | 164 | $6.70K | 0.00% | +164 | New |
| Blueline Advisors LLC | 165 | $6.74K | 0.00% | +165 | New |
| Walleye Capital LLC | 168 | $6.87K | 0.00% | −6,650−97.5% | Reduced |
| Basecamp Wealth Advisors LLC | 169 | $6.91K | 0.00% | −11−6.1% | Reduced |
| Oakworth Capital, Inc. | 170 | $6.95K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 173 | $7.07K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 174 | $7.11K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 176 | $7.19K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 186 | $7.60K | 0.00% | +72+63.2% | Added |
| Lodestone Wealth Management LLC | 196 | $8.01K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 197 | $8.05K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 200 | $8.17K | 0.00% | −34−14.5% | Reduced |