| CKW Financial Group | 2 | $0 | 0.00% | +2 | New |
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Evolution Advisers, Inc. | 4 | $0 | 0.00% | +4 | New |
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 1 | $155 | 0.00% | −3−75.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $155 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $155 | 0.00% | +1 | New |
| Activest Wealth Management | 2 | $309 | 0.00% | −29−93.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 2 | $309 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $309 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $312 | 0.00% | +2 | New |
| Asset Dedication, LLC | 3 | $464 | 0.00% | −163−98.2% | Reduced |
| Bare Financial Services, Inc | 3 | $464 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $464 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 3 | $464 | 0.00% | +2+200.0% | Added |
| Mosley Wealth Management | 3 | $464 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $618 | 0.00% | +3+300.0% | Added |
| Synergy Investment Management, LLC | 4 | $668 | 0.00% | +4 | New |
| Trifecta Capital Advisors, LLC | 5 | $773 | 0.00% | +5 | New |
| SHP Wealth Management | 6 | $901 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $927 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 6 | $927 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $927 | 0.00% | +4+200.0% | Added |
| JPL Wealth Management, LLC | 6 | $928 | 0.00% | −3−33.3% | Reduced |
| NBT Bank N A | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 8 | $1.24K | 0.00% | +8 | New |
| Advocate Investing Services LLC | 9 | $1.39K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $1.39K | 0.00% | +4+80.0% | Added |
| Cromwell Holdings LLC | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 10 | $1.56K | 0.00% | +10 | New |
| ROSS\JOHNSON & Associates LLC | 11 | $1.70K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 11 | $1.70K | 0.00% | +11 | New |
| Planning Strategies Inc. | 11 | $1.70K | 0.00% | +11 | New |
| Creative Financial Designs Inc | 12 | $1.85K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 12 | $1.85K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 12 | $1.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $1.85K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.85K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 13 | $2.01K | 0.00% | +13 | New |
| Dunhill Financial, LLC | 13 | $2.05K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 14 | $2.16K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 14 | $2.16K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $2.32K | 0.00% | +4+36.4% | Added |
| AdvisorNet Financial, Inc | 16 | $2.47K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 17 | $2.63K | 0.00% | −4−19.0% | Reduced |
| Granite FO LLC | 17 | $2.63K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 17 | $2.63K | 0.00% | +17 | New |
| Quent Capital, LLC | 18 | $2.78K | 0.00% | −12−40.0% | Reduced |
| Sunrise Financial Services, LLC | 18 | $2.78K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 18 | $2.78K | 0.00% | +18 | New |
| JDM Financial Group LLC | 19 | $2.94K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 20 | $3.09K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 20 | $3.10K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 20 | $3.20K | 0.00% | +1+5.3% | Added |
| Continuum Advisory, LLC | 21 | $3.25K | 0.00% | +21 | New |
| Creative Capital Management Investments LLC | 21 | $3.25K | 0.00% | +21 | New |
| Ares Financial Consulting, LLC | 22 | $3.40K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 22 | $3.45K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 23 | $3.55K | 0.00% | −10−30.3% | Reduced |
| Rialto Wealth Management, LLC | 23 | $3.55K | 0.00% | +10+76.9% | Added |
| Versant Capital Management, Inc | 25 | $3.86K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 25 | $3.86K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 31 | $4.79K | 0.00% | −1−3.1% | Reduced |
| CNB Bank | 34 | $5.25K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 36 | $5.56K | 0.00% | −7−16.3% | Reduced |
| Silver Grove Financial Group, Inc. | 37 | $5.72K | 0.00% | +37 | New |
| Capital Advisors, Ltd. LLC | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 40 | $6.24K | 0.00% | +9+29.0% | Added |
| Curat Global, LLC | 50 | $6.85K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 45 | $6.95K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 48 | $7.00K | 0.00% | −66−57.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 47 | $7.26K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 49 | $7.53K | 0.00% | +4+8.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 49 | $7.57K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 53 | $7.57K | 0.00% | +53 | New |
| Montag A & Associates Inc | 51 | $7.93K | 0.00% | +1+2.0% | Added |
| Financial Management Professionals, Inc. | 52 | $8.04K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 54 | $8.35K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 57 | $8.81K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 57 | $8.81K | 0.00% | +42+280.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 60 | $9.27K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 61 | $9.43K | 0.01% | −2−3.2% | Reduced |
| JFS Wealth Advisors, LLC | 63 | $9.73K | 0.00% | +2+3.3% | Added |
| WPG Advisers, LLC | 64 | $9.89K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 64 | $9.89K | 0.00% | −15−19.0% | Reduced |
| Dogwood Wealth Management LLC | 70 | $10.8K | 0.00% | +19+37.3% | Added |
| IMA Wealth, Inc. | 70 | $10.8K | 0.00% | +70 | New |
| Salomon & Ludwin, LLC | 73 | $11.4K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 75 | $12.5K | 0.00% | +75 | New |
| Brown Brothers Harriman & Co | 82 | $12.7K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 89 | $13.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 96 | $14.8K | 0.00% | +9+10.3% | Added |
| Eurizon Capital SGR S.p.A. | 97 | $15.0K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 98 | $15.1K | 0.01% | +98 | New |
| Optiver Holding B.V. | 98 | $15.1K | 0.00% | +98 | New |
| Exchange Traded Concepts, LLC | 104 | $16.1K | 0.00% | +27+35.1% | Added |
| Coston, McIsaac & Partners | 115 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 113 | $17.5K | 0.00% | +62+121.6% | Added |