| Coston, McIsaac & Partners | 11 | $0 | 0.00% | +11 | New |
| Mendota Financial Group, LLC | 5 | $284 | 0.00% | −20−80.0% | Reduced |
| CVA Family Office, LLC | 6 | $340 | 0.00% | +6 | New |
| Riggs Asset Managment Co. Inc. | 6 | $341 | 0.00% | +5+500.0% | Added |
| Princeton Global Asset Management LLC | 7 | $397 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 8 | $444 | 0.00% | −20−71.4% | Reduced |
| Tompkins Financial Corp | 8 | $454 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $506 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 11 | $618 | 0.00% | +11 | New |
| Global Wealth Management Investment Advisory, Inc. | 12 | $681 | 0.00% | +12 | New |
| Carmel Capital Partners, LLC | 14 | $805 | 0.00% | 00.0% | Unchanged |
| Motco | 15 | $851 | 0.00% | +15 | New |
| Financial Synergies Wealth Advisors, Inc. | 17 | $965 | 0.00% | +17 | New |
| PrairieView Partners, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 24 | $1.00K | 0.00% | +24 | New |
| Kistler-Tiffany Companies, LLC | 20 | $1.14K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 21 | $1.19K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 21 | $1.20K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $1.25K | 0.00% | +17+340.0% | Added |
| Kelly Financial Services LLC | 24 | $1.36K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 25 | $1.42K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $1.42K | 0.00% | +25 | New |
| St. Johns Investment Management Company, LLC | 25 | $1.42K | 0.00% | +25 | New |
| TD Private Client Wealth LLC | 26 | $1.48K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 29 | $1.65K | 0.00% | +29 | New |
| South State Corp. | 31 | $1.76K | 0.00% | −169−84.5% | Reduced |
| Key Financial Inc | 32 | $1.81K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 57 | $1.94K | 0.01% | −10−14.9% | Reduced |
| Washington Trust Co | 35 | $1.99K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 36 | $2.03K | 0.00% | −47−56.6% | Reduced |
| West Financial Advisors, LLC | 40 | $2.27K | 0.00% | +40 | New |
| Retirement Group, LLC | 44 | $2.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $2.50K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 48 | $2.72K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 50 | $2.84K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Clearview Wealth Advisors LLC | 53 | $3.02K | 0.00% | +1+1.9% | Added |
| Caldwell Trust Co | 55 | $3.12K | 0.00% | +55 | New |
| Country Trust Bank | 58 | $3.29K | 0.00% | +58 | New |
| Disciplined Investments, LLC | 60 | $3.40K | 0.00% | +60 | New |
| Insight Financial Services | 61 | $3.46K | 0.01% | +61 | New |
| Creative Financial Designs Inc | 62 | $3.52K | 0.00% | −119−65.7% | Reduced |
| Impact Partnership Wealth, LLC | 64 | $3.63K | 0.00% | +64 | New |
| Capital Advisors, Ltd. LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 75 | $4.00K | 0.00% | +1+1.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 62 | $4.00K | 0.00% | +62 | New |
| Coastal Capital Group, Inc. | 71 | $4.03K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 71 | $4.03K | 0.00% | +71 | New |
| Old Point Trust & Financial Services N A | 73 | $4.14K | 0.00% | +73 | New |
| Federated Hermes, Inc. | 75 | $4.25K | 0.00% | −28−27.2% | Reduced |
| Versant Capital Management, Inc | 75 | $4.28K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 78 | $4.42K | 0.00% | +1+1.3% | Added |
| Farther Finance Advisors, LLC | 83 | $4.71K | 0.00% | −75−47.5% | Reduced |
| Farmers & Merchants Investments Inc | 85 | $4.82K | 0.00% | −34−28.6% | Reduced |
| Avion Wealth | 100 | $5.00K | 0.00% | −100−50.0% | Reduced |
| GW&K Investment Management, LLC | 85 | $5.00K | 0.00% | +85 | New |
| WealthPLAN Partners, LLC | 95 | $5.39K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 91 | $5.46K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $5.67K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 100 | $5.67K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 100 | $5.67K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 100 | $5.67K | 0.00% | +100 | New |
| Glass Jacobson Investment Advisors llc | 100 | $5.67K | 0.00% | +100 | New |
| Gradient Investments LLC | 104 | $5.90K | 0.00% | +26+33.3% | Added |
| Ronald Blue Trust, Inc. | 94 | $6.00K | 0.00% | −405−81.2% | Reduced |
| Financial Management Professionals, Inc. | 105 | $6.00K | 0.00% | +13+14.1% | Added |
| BDO Wealth Advisors, LLC | 107 | $6.07K | 0.00% | −911−89.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 110 | $6.25K | 0.00% | +100+1,000.0% | Added |
| Nemes Rush Group LLC | 111 | $6.30K | 0.00% | +111 | New |
| North Star Investment Management Corp. | 115 | $6.52K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 118 | $6.69K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 121 | $6.86K | 0.00% | +16+15.2% | Added |
| WR Wealth Planners, LLC | 122 | $6.92K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 140 | $7.94K | 0.01% | +140 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 150 | $8.51K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 154 | $8.73K | 0.00% | +31+25.2% | Added |
| Column Capital Advisors, LLC | 155 | $8.79K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 158 | $8.96K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 183 | $10.4K | 0.00% | +3+1.7% | Added |
| Fairfield, Bush & Co. | 185 | $10.5K | 0.00% | +185 | New |
| Russell Investments Group, Ltd. | 187 | $10.6K | 0.00% | −3,870−95.4% | Reduced |
| Stonebridge Capital Advisors LLC | 188 | $10.7K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 193 | $11.0K | 0.01% | +178+1,186.7% | Added |
| American National Bank | 200 | $11.3K | 0.00% | +100+100.0% | Added |
| Zions Bancorporation, N.A. | 219 | $12.4K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 225 | $12.8K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 225 | $12.8K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 223 | $13.0K | 0.00% | +223 | New |
| Archer Investment Corp | 247 | $14.0K | 0.00% | +32+14.9% | Added |
| Rocky Mountain Advisers, LLC | 210 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 250 | $14.2K | 0.00% | −125−33.3% | Reduced |
| Sittner & Nelson, LLC | 254 | $14.4K | 0.01% | +3+1.2% | Added |
| Steward Financial Group LLC | 271 | $15.0K | 0.00% | +191+238.8% | Added |
| Cary Street Partner Investment Advisory LLC | 279 | $15.8K | 0.00% | +206+282.2% | Added |
| Salem Investment Counselors Inc | 291 | $16.5K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 303 | $17.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 327 | $18.5K | 0.01% | +32+10.8% | Added |
| Sutton Wealth Advisors Inc. | 398 | $22.6K | 0.01% | +398 | New |