| Wood Tarver Financial Group, LLC | 3 | $0 | 0.00% | +3 | New |
| Activest Wealth Management | 2 | $237 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $355 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $473 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 4 | $473 | 0.00% | +4 | New |
| Stance Capital LLC | 4 | $473 | 0.00% | +4 | New |
| MPWM Advisory Solutions, LLC | 4 | $473 | 0.00% | +4 | New |
| Winnow Wealth LLC | 5 | $579 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 5 | $591 | 0.00% | +5 | New |
| Van Hulzen Asset Management, LLC | 5 | $592 | 0.00% | +5 | New |
| Redwood Park Advisors LLC | 5 | $592 | 0.00% | +5 | New |
| BankPlus Trust Department | 6 | $710 | 0.00% | +6 | New |
| WealthTrak Capital Management LLC | 6 | $710 | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 7 | $828 | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 8 | $946 | 0.00% | +8 | New |
| TFC Financial Management | 8 | $947 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $1.06K | 0.00% | +9 | New |
| Carolinas Wealth Consulting LLC | 10 | $1.18K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $1.18K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 10 | $1.18K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 12 | $1.42K | 0.00% | 00.0% | Unchanged |
| Motco | 15 | $1.77K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 16 | $1.89K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 17 | $2.01K | 0.00% | +17 | New |
| Sachetta, LLC | 18 | $2.13K | 0.00% | +18 | New |
| Capital A Wealth Management, LLC | 18 | $2.13K | 0.00% | +18 | New |
| NewSquare Capital LLC | 19 | $2.25K | 0.00% | +19 | New |
| Princeton Global Asset Management LLC | 20 | $2.37K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $2.37K | 0.00% | −18−47.4% | Reduced |
| Trifecta Capital Advisors, LLC | 20 | $2.37K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 20 | $2.40K | 0.00% | +20 | New |
| Moisand Fitzgerald Tamayo, LLC | 21 | $2.48K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 25 | $2.96K | 0.00% | −25−50.0% | Reduced |
| TCTC Holdings, LLC | 26 | $3.08K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 26 | $3.08K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 30 | $3.55K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $3.55K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $4.02K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 35 | $4.14K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 37 | $4.39K | 0.00% | +37 | New |
| Caldwell Trust Co | 38 | $4.49K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 39 | $4.60K | 0.00% | +39 | New |
| Indiana Trust & Investment Management CO | 39 | $4.61K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 38 | $4.84K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 38 | $4.84K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 44 | $5.20K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 45 | $5.38K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 46 | $5.39K | 0.01% | +46 | New |
| Leonteq Securities AG | 46 | $5.44K | 0.00% | −816−94.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 46 | $5.44K | 0.00% | +46 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 49 | $5.80K | 0.01% | +49 | New |
| Avion Wealth | 52 | $6.00K | 0.00% | +3+6.1% | Added |
| AdvisorNet Financial, Inc | 51 | $6.03K | 0.00% | −5−8.9% | Reduced |
| Bogart Wealth, LLC | 51 | $6.08K | 0.00% | +5+10.9% | Added |
| Washington Trust Co | 53 | $6.27K | 0.00% | −48−47.5% | Reduced |
| MCF Advisors LLC | 53 | $6.27K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 54 | $6.39K | 0.00% | +54 | New |
| Rakuten Securities, Inc. | 55 | $6.50K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 59 | $6.98K | 0.00% | +59 | New |
| Morse Asset Management, Inc | 60 | $7.10K | 0.00% | −30−33.3% | Reduced |
| Abound Wealth Management | 60 | $7.11K | 0.00% | +4+7.1% | Added |
| Transce3nd, LLC | 63 | $7.45K | 0.00% | +63 | New |
| Lowe Wealth Advisors, LLC | 70 | $8.28K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 72 | $8.52K | 0.00% | −1−1.4% | Reduced |
| REAP Financial Group, LLC | 73 | $8.58K | 0.00% | 00.0% | Unchanged |
| Capital & Planning, LLC | 73 | $8.64K | 0.01% | +73 | New |
| Pittenger & Anderson Inc | 75 | $8.87K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 77 | $9.11K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 78 | $9.23K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 79 | $9.34K | 0.00% | +34+75.6% | Added |
| Roble, Belko & Company, Inc | 96 | $11.0K | 0.00% | +96 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 95 | $11.2K | 0.00% | +42+79.2% | Added |
| Blume Capital Management, Inc. | 100 | $11.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $11.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 106 | $12.0K | 0.00% | +98+1,225.0% | Added |
| Tortoise Investment Management, LLC | 103 | $12.2K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 111 | $13.1K | 0.01% | +111 | New |
| Quest 10 Wealth Builders, Inc. | 113 | $13.4K | 0.01% | +113 | New |
| Bell Investment Advisors, Inc | 115 | $13.6K | 0.00% | −23−16.7% | Reduced |
| Aspect Partners, LLC | 119 | $14.1K | 0.01% | −7−5.6% | Reduced |
| Tompkins Financial Corp | 120 | $14.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 120 | $14.2K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 121 | $14.2K | 0.01% | −132−52.2% | Reduced |
| Zions Bancorporation, N.A. | 124 | $14.7K | 0.00% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 126 | $14.9K | 0.01% | +1+0.8% | Added |
| GW&K Investment Management, LLC | 127 | $15.0K | 0.00% | +2+1.6% | Added |
| Cape Investment Advisory, Inc. | 131 | $15.5K | 0.01% | +131 | New |
| Dunhill Financial, LLC | 133 | $15.7K | 0.01% | +13+10.8% | Added |
| FLP Wealth Management, LLC | 136 | $16.0K | 0.04% | +136 | New |
| West Branch Capital LLC | 151 | $17.9K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 151 | $17.9K | 0.01% | +1+0.7% | Added |
| Crowley Wealth Management, Inc. | 154 | $18.3K | 0.02% | +154 | New |
| Whipplewood Advisors, LLC | 155 | $18.3K | 0.01% | +155 | New |
| Concord Wealth Partners | 160 | $18.9K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 161 | $19.0K | 0.00% | +161 | New |
| Pineridge Advisors LLC | 163 | $19.3K | 0.01% | +130+393.9% | Added |
| Centricity Wealth Management, LLC | 164 | $19.4K | 0.02% | +164 | New |