| Navigoe, LLC | 13 | $0 | 0.00% | +13 | New |
| Investors Portfolio Services LLC | 1 | $15 | 0.00% | −22−95.7% | Reduced |
| Meeder Asset Management Inc | 1 | $15 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 2 | $30 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 4 | $59 | 0.00% | +4 | New |
| Silver Grove Financial Group, Inc. | 4 | $59 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 5 | $73 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 6 | $88 | 0.00% | +6 | New |
| Allied Private Wealth LLC | 6 | $95 | 0.00% | +6 | New |
| Smallwood Wealth Investment Management, LLC | 7 | $102 | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 9 | $131 | 0.00% | +9 | New |
| Quaker Wealth Management, LLC | 9 | $132 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 9 | $132 | 0.00% | +9 | New |
| Retirement Wealth Solutions LLC | 10 | $147 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 10 | $147 | 0.00% | +10 | New |
| Planning Strategies Inc. | 10 | $147 | 0.00% | +10 | New |
| American Capital Advisory, LLC | 11 | $162 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 11 | $162 | 0.00% | +11 | New |
| Valued Wealth Advisors LLC | 12 | $175 | 0.00% | −2−14.3% | Reduced |
| CWM Advisors, LLC | 13 | $197 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 14 | $205 | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 16 | $235 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 17 | $249 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 18 | $264 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 18 | $264 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 20 | $297 | 0.00% | +20 | New |
| HFM Investment Advisors, LLC | 25 | $367 | 0.00% | +6+31.6% | Added |
| Strengthening Families & Communities, LLC | 25 | $367 | 0.00% | +25 | New |
| Oakworth Capital, Inc. | 28 | $410 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 32 | $469 | 0.00% | −331−91.2% | Reduced |
| WestEnd Advisors, LLC | 32 | $469 | 0.00% | +1+3.2% | Added |
| LRI Investments, LLC | 32 | $469 | 0.00% | +32 | New |
| Raffa Wealth Management, LLC | 34 | $498 | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 34 | $498 | 0.00% | +34 | New |
| GHP Investment Advisors, Inc. | 37 | $543 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $587 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 40 | $587 | 0.00% | +7+21.2% | Added |
| Provenance Wealth Advisors, LLC | 43 | $630 | 0.00% | +43 | New |
| American National Bank | 45 | $659 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $669 | 0.00% | +8+21.6% | Added |
| Abound Wealth Management | 48 | $704 | 0.00% | −176−78.6% | Reduced |
| Principia Wealth Advisory, LLC | 49 | $718 | 0.00% | −7−12.5% | Reduced |
| Valley National Advisers Inc | 57 | $836 | 0.00% | +57 | New |
| Washington Trust Advisors, Inc. | 66 | $968 | 0.00% | +66 | New |
| Highland Investment Advisors LLC | 68 | $999 | 0.00% | +68 | New |
| Avion Wealth | 101 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 74 | $1.08K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 75 | $1.10K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 78 | $1.14K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 83 | $1.22K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 85 | $1.25K | 0.00% | +84+8,400.0% | Added |
| Burk Holdings LLC | 87 | $1.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 89 | $1.30K | 0.00% | −36−28.8% | Reduced |
| Financial Consulate, Inc | 92 | $1.35K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 95 | $1.40K | 0.00% | +26+37.7% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 100 | $1.47K | 0.00% | −740,959−100.0% | Reduced |
| Paladin Partners, LLC | 100 | $1.47K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 102 | $1.50K | 0.00% | +21+25.9% | Added |
| Millstone Evans Group, LLC | 109 | $1.60K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 111 | $1.63K | 0.00% | +111 | New |
| Synergy Investment Management, LLC | 118 | $1.73K | 0.00% | −86−42.2% | Reduced |
| West Paces Advisors Inc. | 119 | $1.75K | 0.00% | +119 | New |
| DT Investment Partners, LLC | 125 | $1.83K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 162 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 144 | $2.11K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 168 | $2.46K | 0.00% | +168 | New |
| Strategic Investment Solutions, Inc. | 173 | $2.54K | 0.00% | +2+1.2% | Added |
| Activest Wealth Management | 176 | $2.58K | 0.00% | +143+433.3% | Added |
| Kilter Group LLC | 190 | $2.79K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 200 | $2.93K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 209 | $3.06K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 213 | $3.12K | 0.00% | +213 | New |
| Arlington Trust Co LLC | 222 | $3.25K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 226 | $3.31K | 0.00% | +105+86.8% | Added |
| MV Capital Management, Inc. | 285 | $4.18K | 0.00% | +1+0.4% | Added |
| Transamerica Financial Advisors, Inc. | 306 | $4.49K | 0.00% | +264+628.6% | Added |
| Cedar Mountain Advisors, LLC | 307 | $4.50K | 0.00% | +104+51.2% | Added |
| Ares Financial Consulting, LLC | 329 | $4.82K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 333 | $4.89K | 0.00% | +249+296.4% | Added |
| HHM Wealth Advisors, LLC | 340 | $4.99K | 0.00% | +4+1.2% | Added |
| POM Investment Strategies, LLC | 344 | $5.04K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 364 | $5.33K | 0.00% | −816−69.2% | Reduced |
| Bangor Savings Bank | 370 | $5.42K | 0.00% | −92,633−99.6% | Reduced |
| JFS Wealth Advisors, LLC | 387 | $5.67K | 0.00% | +86+28.6% | Added |
| UMA Financial Services, Inc. | 388 | $5.69K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 400 | $5.86K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 406 | $5.95K | 0.00% | +406 | New |
| Bell Investment Advisors, Inc | 427 | $6.26K | 0.00% | +35+8.9% | Added |
| Truvestments Capital LLC | 432 | $6.33K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 462 | $6.77K | 0.00% | +78+20.3% | Added |
| Manchester Capital Management LLC | 464 | $6.80K | 0.00% | +86+22.8% | Added |
| SHP Wealth Management | 472 | $6.92K | 0.00% | +70+17.4% | Added |
| Farmers & Merchants Investments Inc | 473 | $6.93K | 0.00% | −15−3.1% | Reduced |
| Prestige Wealth Management Group LLC | 484 | $7.10K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 487 | $7.13K | 0.01% | −244−33.4% | Reduced |
| Sachetta, LLC | 490 | $7.18K | 0.00% | +15+3.2% | Added |
| Tripletail Wealth Management, LLC | 500 | $7.29K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 500 | $7.33K | 0.00% | −39−7.2% | Reduced |
| Founders Capital Management | 500 | $7.33K | 0.00% | 00.0% | Unchanged |