| Phillip James Consulting Co. | 3 | $0 | 0.00% | +3 | New |
| Wall Street Access Asset Management, LLC | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 3 | $256 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3 | $257 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $296 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $342 | 0.00% | −3−42.9% | Reduced |
| Boyd Watterson Asset Management LLC | 4 | $342 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 4 | $342 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $343 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 4 | $343 | 0.00% | +4 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $375 | 0.00% | +5 | New |
| Financial Consulate, Inc | 5 | $428 | 0.00% | −6−54.5% | Reduced |
| Fortis Group Advisors, LLC | 5 | $428 | 0.00% | 00.0% | Unchanged |
| City State Bank | 5 | $428 | 0.00% | 00.0% | Unchanged |
| American National Bank | 6 | $513 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 6 | $514 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 8 | $684 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $684 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 8 | $685 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 8 | $685 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 8 | $711 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 9 | $770 | 0.00% | −8−47.1% | Reduced |
| Scarborough Advisors, LLC | 9 | $770 | 0.00% | −2−18.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 9 | $770 | 0.00% | +2+28.6% | Added |
| Cherry Tree Wealth Management, LLC | 10 | $813 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 11 | $942 | 0.00% | −1−8.3% | Reduced |
| Valley National Advisers Inc | 16 | $1.00K | 0.00% | +16 | New |
| Hughes Financial Services, LLC | 12 | $1.03K | 0.00% | −15−55.6% | Reduced |
| NVWM, LLC | 12 | $1.03K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 12 | $1.03K | 0.00% | +12 | New |
| Quaker Wealth Management, LLC | 13 | $1.11K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 15 | $1.28K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 15 | $1.28K | 0.00% | +15 | New |
| Chilton Capital Management LLC | 16 | $1.37K | 0.00% | +16 | New |
| Estabrook Capital Management | 17 | $1.45K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 18 | $1.54K | 0.00% | +5+38.5% | Added |
| Bullock Wealth Management Group | 18 | $1.55K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 19 | $1.63K | 0.00% | −49−72.1% | Reduced |
| IMA Wealth, Inc. | 20 | $1.71K | 0.00% | +20 | New |
| Greenline Wealth Management LLC | 21 | $1.76K | 0.00% | +21 | New |
| Blue Bell Private Wealth Management, LLC | 21 | $1.80K | 0.00% | −4−16.0% | Reduced |
| Optima Capital LLC | 22 | $1.88K | 0.00% | +22 | New |
| Eastern Bank | 23 | $1.97K | 0.00% | −363−94.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 20 | $2.00K | 0.00% | −62−75.6% | Reduced |
| Harvest Fund Management Co., Ltd | 28 | $2.00K | 0.00% | +28 | New |
| Vision Retirement, LLC | 23 | $2.00K | 0.00% | +23 | New |
| Principia Wealth Advisory, LLC | 24 | $2.05K | 0.00% | +5+26.3% | Added |
| Independence Bank of Kentucky | 24 | $2.05K | 0.00% | +24 | New |
| Winnow Wealth LLC | 25 | $2.15K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 26 | $2.22K | 0.00% | +26 | New |
| Clark Wealth Partners | 27 | $2.31K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $2.31K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 27 | $2.31K | 0.00% | +27 | New |
| Cedar Wealth Management, LLC | 28 | $2.40K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 31 | $2.65K | 0.00% | −8−20.5% | Reduced |
| Sunrise Financial Services, LLC | 31 | $2.65K | 0.00% | +31 | New |
| Godfrey Financial Associates, Inc. | 32 | $2.74K | 0.00% | +32 | New |
| Rialto Wealth Management, LLC | 33 | $2.82K | 0.00% | +20+153.8% | Added |
| Retirement Wealth Solutions LLC | 33 | $2.82K | 0.00% | +33 | New |
| Salomon & Ludwin, LLC | 35 | $2.95K | 0.00% | −106−75.2% | Reduced |
| Inlight Wealth Management, LLC | 35 | $2.99K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 35 | $2.99K | 0.00% | +12+52.2% | Added |
| Centerpoint Advisors, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 36 | $3.08K | 0.00% | −16−30.8% | Reduced |
| Bangor Savings Bank | 36 | $3.08K | 0.00% | +36 | New |
| Bravera Wealth | 37 | $3.17K | 0.00% | +37 | New |
| Anchor Investment Management, LLC | 39 | $3.34K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 40 | $3.42K | 0.00% | +40 | New |
| Global Trust Asset Management, LLC | 44 | $3.76K | 0.00% | +44 | New |
| JNBA Financial Advisors | 44 | $3.77K | 0.00% | +44 | New |
| Turning Point Benefit Group, Inc. | 46 | $3.94K | 0.00% | +39+557.1% | Added |
| Penserra Capital Management LLC | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 49 | $4.18K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 50 | $4.28K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 50 | $4.28K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 50 | $4.28K | 0.03% | 00.0% | Unchanged |
| Graney & King, LLC | 50 | $4.28K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 52 | $4.45K | 0.00% | +19+57.6% | Added |
| Vision Financial Markets LLC | 55 | $4.70K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 57 | $4.88K | 0.00% | +57 | New |
| Cornerstone Planning Group LLC | 67 | $4.92K | 0.00% | −37−35.6% | Reduced |
| Dogwood Wealth Management LLC | 59 | $5.05K | 0.00% | +56+1,866.7% | Added |
| HFM Investment Advisors, LLC | 61 | $5.22K | 0.00% | +44+258.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 72 | $5.32K | 0.00% | +72 | New |
| UMA Financial Services, Inc. | 65 | $5.56K | 0.00% | −130−66.7% | Reduced |
| Wolff Wiese Magana LLC | 65 | $5.56K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 66 | $5.64K | 0.01% | +66 | New |
| Caldwell Trust Co | 66 | $5.65K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 67 | $5.73K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 68 | $5.82K | 0.00% | −53−43.8% | Reduced |
| ZRC Wealth Management, LLC | 68 | $5.82K | 0.00% | −3−4.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 70 | $5.99K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 71 | $6.03K | 0.00% | +1+1.4% | Added |
| Redmont Wealth Advisors LLC | 75 | $6.42K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 75 | $6.42K | 0.00% | +75 | New |
| DiNuzzo Private Wealth, Inc. | 76 | $6.50K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 77 | $6.59K | 0.00% | +10+14.9% | Added |
| Cornerstone Financial Management LLC | 77 | $6.59K | 0.01% | +77 | New |
| Old Point Trust & Financial Services N A | 79 | $6.76K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 80 | $7.00K | 0.00% | 00.0% | Unchanged |