| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 2 | $55 | 0.00% | −4,705−100.0% | Reduced |
| Davis Capital Management | 2 | $56 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $139 | 0.00% | +5 | New |
| NBC Securities, Inc. | 5 | $157 | 0.01% | −6,527−99.9% | Reduced |
| WestEnd Advisors, LLC | 6 | $167 | 0.00% | +1+20.0% | Added |
| Winnow Wealth LLC | 8 | $200 | 0.00% | +8 | New |
| Capital A Wealth Management, LLC | 12 | $333 | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 19 | $498 | 0.00% | −60−75.9% | Reduced |
| TFC Financial Management | 19 | $528 | 0.00% | +17+850.0% | Added |
| Chesapeake Asset Management LLC | 20 | $555 | 0.00% | +20 | New |
| BOK Financial Private Wealth, Inc. | 21 | $583 | 0.00% | +21 | New |
| Continuum Advisory, LLC | 22 | $611 | 0.00% | −13−37.1% | Reduced |
| Carolinas Wealth Consulting LLC | 23 | $639 | 0.00% | +5+27.8% | Added |
| Murphy & Mullick Capital Management Corp | 24 | $666 | 0.00% | +24 | New |
| Highline Wealth Partners LLC | 26 | $710 | 0.00% | +1+4.0% | Added |
| TD Capital Management LLC | 30 | $833 | 0.00% | −211−87.6% | Reduced |
| True Wealth Design, LLC | 30 | $833 | 0.00% | +2+7.1% | Added |
| Bullock Wealth Management Group | 33 | $916 | 0.00% | +33 | New |
| New Wave Wealth Advisors LLC | 36 | $999 | 0.00% | +36 | New |
| Picton Mahoney Asset Management | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 41 | $1.14K | 0.00% | −2−4.7% | Reduced |
| SJS Investment Consulting Inc. | 43 | $1.19K | 0.00% | −9−17.3% | Reduced |
| Fortis Group Advisors, LLC | 46 | $1.28K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 47 | $1.30K | 0.00% | −4−7.8% | Reduced |
| ORG Partners LLC | 50 | $1.39K | 0.00% | +50 | New |
| First Community Trust NA | 51 | $1.42K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 51 | $1.42K | 0.00% | +51 | New |
| Quest 10 Wealth Builders, Inc. | 52 | $1.44K | 0.00% | +52 | New |
| New Millennium Group LLC | 53 | $1.47K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 53 | $1.47K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 59 | $1.64K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 65 | $1.80K | 0.00% | −2,436−97.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 70 | $1.94K | 0.00% | +70 | New |
| Avion Wealth | 73 | $2.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 73 | $2.02K | 0.00% | +58+386.7% | Added |
| Sachetta, LLC | 75 | $2.08K | 0.00% | +37+97.4% | Added |
| Heritage Wealth Advisors | 78 | $2.17K | 0.00% | +14+21.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 78 | $2.17K | 0.00% | +78 | New |
| Millstone Evans Group, LLC | 81 | $2.25K | 0.00% | +81 | New |
| Morse Asset Management, Inc | 100 | $2.77K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $2.77K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 101 | $2.80K | 0.00% | +101 | New |
| NBT Bank N A | 103 | $2.86K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 104 | $2.89K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 108 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 102 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 100 | $3.25K | 0.00% | +100 | New |
| Clear Investment Research, LLC | 118 | $3.30K | 0.00% | +1+0.9% | Added |
| Burkett Financial Services, LLC | 121 | $3.35K | 0.00% | +2+1.7% | Added |
| Dunhill Financial, LLC | 126 | $3.50K | 0.00% | +26+26.0% | Added |
| High Note Wealth, LLC | 129 | $3.58K | 0.00% | +129 | New |
| Christopher J. Hasenberg, Inc | 132 | $3.66K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 135 | $3.75K | 0.00% | +14+11.6% | Added |
| BankPlus Trust Department | 141 | $3.91K | 0.00% | +141 | New |
| Oakworth Capital, Inc. | 145 | $4.02K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $4.16K | 0.00% | +150 | New |
| Guardian Wealth Management, Inc. | 157 | $4.36K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 164 | $4.55K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 175 | $4.86K | 0.00% | −6−3.3% | Reduced |
| Operose Advisors LLC | 185 | $5.13K | 0.00% | −2,550−93.2% | Reduced |
| DT Investment Partners, LLC | 190 | $5.27K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 190 | $5.27K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 191 | $5.30K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 193 | $5.36K | 0.00% | −201−51.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 196 | $5.44K | 0.00% | −27−12.1% | Reduced |
| Atlantic Private Wealth, LLC | 200 | $5.55K | 0.00% | +200 | New |
| VSM Wealth Advisory, LLC | 200 | $5.55K | 0.00% | +200 | New |
| Sierra Ocean, LLC | 213 | $5.92K | 0.00% | +213 | New |
| Hemington Wealth Management | 226 | $6.00K | 0.00% | +24+11.9% | Added |
| Resources Management Corp | 200 | $6.00K | 0.00% | +200 | New |
| Accredited Wealth Management, LLC | 225 | $6.24K | 0.01% | +225 | New |
| Fortitude Family Office, LLC | 239 | $6.63K | 0.00% | −59−19.8% | Reduced |
| Quest Partners LLC | 242 | $6.72K | 0.00% | +242 | New |
| JFS Wealth Advisors, LLC | 245 | $6.80K | 0.00% | +1+0.4% | Added |
| Ameriflex Group, Inc. | 266 | $6.89K | 0.00% | +266 | New |
| Capital Analysts, LLC | 248 | $7.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 256 | $7.10K | 0.00% | −219−46.1% | Reduced |
| Compass Financial Services Inc | 259 | $7.19K | 0.00% | +259 | New |
| Raleigh Capital Management Inc. | 261 | $7.24K | 0.00% | −234−47.3% | Reduced |
| Anfield Capital Management, LLC | 268 | $7.44K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 284 | $7.88K | 0.00% | +284 | New |
| GW&K Investment Management, LLC | 297 | $8.00K | 0.00% | −34−10.3% | Reduced |
| First PREMIER Bank | 296 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 298 | $8.27K | 0.00% | −206−40.9% | Reduced |
| Asset Dedication, LLC | 300 | $8.32K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 300 | $8.32K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 300 | $8.32K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 300 | $8.32K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 300 | $8.32K | 0.00% | +300 | New |
| Prestige Wealth Management Group LLC | 307 | $8.52K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 315 | $8.74K | 0.00% | +315 | New |
| Stephens Consulting, LLC | 324 | $8.99K | 0.00% | +324 | New |
| Hazlett, Burt & Watson, Inc. | 328 | $9.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 325 | $9.02K | 0.00% | −141−30.3% | Reduced |
| CVA Family Office, LLC | 330 | $9.16K | 0.00% | −1−0.3% | Reduced |
| FSC Wealth Advisors, LLC | 335 | $9.31K | 0.01% | −23−6.4% | Reduced |
| JNBA Financial Advisors | 341 | $9.46K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 349 | $9.69K | 0.00% | 00.0% | Unchanged |