| VSM Wealth Advisory, LLC | 27 | $5 | 0.00% | −973−97.3% | Reduced |
| Abound Wealth Management | 0 | $12 | 0.00% | 0 | New |
| Cherry Tree Wealth Management, LLC | 1 | $39 | 0.00% | −4−80.0% | Reduced |
| TFC Financial Management | 3 | $117 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4 | $155 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4 | $155 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 7 | $272 | 0.00% | +7 | New |
| WPG Advisers, LLC | 8 | $310 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 9 | $349 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $350 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $388 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 11 | $427 | 0.01% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 11 | $427 | 0.00% | +11 | New |
| Strengthening Families & Communities, LLC | 12 | $471 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 13 | $505 | 0.00% | +13 | New |
| CBIZ Investment Advisory Services, LLC | 14 | $543 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 14 | $544 | 0.00% | +4+40.0% | Added |
| Wealth Watch Advisors, INC | 15 | $582 | 0.00% | +15 | New |
| S&T Bank | 16 | $621 | 0.00% | +16 | New |
| Avalon Trust Co | 16 | $621 | 0.00% | +16 | New |
| Hughes Financial Services, LLC | 17 | $671 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 18 | $698 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 19 | $737 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 20 | $776 | 0.00% | +20 | New |
| South State Corp. | 21 | $815 | 0.00% | −57−73.1% | Reduced |
| HFM Investment Advisors, LLC | 21 | $815 | 0.00% | −1−4.5% | Reduced |
| Clarity Asset Management, Inc. | 26 | $1.01K | 0.00% | +26 | New |
| Raffa Wealth Management, LLC | 28 | $1.09K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 28 | $1.09K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 30 | $1.16K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 30 | $1.16K | 0.00% | +6+25.0% | Added |
| WestEnd Advisors, LLC | 30 | $1.16K | 0.00% | +30 | New |
| Valued Wealth Advisors LLC | 30 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $1.20K | 0.00% | +1+3.3% | Added |
| Financial Management Professionals, Inc. | 33 | $1.28K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 34 | $1.32K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 34 | $1.32K | 0.00% | +5+17.2% | Added |
| Activest Wealth Management | 34 | $1.32K | 0.00% | +14+70.0% | Added |
| SJS Investment Consulting Inc. | 34 | $1.32K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 35 | $1.36K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 39 | $1.51K | 0.00% | +8+25.8% | Added |
| Tortoise Investment Management, LLC | 39 | $1.51K | 0.00% | +12+44.4% | Added |
| United Community Bank | 42 | $1.63K | 0.00% | +42 | New |
| Transamerica Financial Advisors, Inc. | 44 | $1.67K | 0.00% | +44 | New |
| Whittier Trust Co | 43 | $1.67K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 44 | $1.71K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 44 | $1.71K | 0.00% | +44 | New |
| Highline Wealth Partners LLC | 44 | $1.72K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 45 | $1.73K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 45 | $1.75K | 0.00% | +45 | New |
| Centennial Bank | 48 | $1.86K | 0.00% | −112−70.0% | Reduced |
| Sound Income Strategies, LLC | 50 | $1.96K | 0.00% | +10+25.0% | Added |
| Kilter Group LLC | 51 | $1.98K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 52 | $2.00K | 0.00% | +3+6.1% | Added |
| Penserra Capital Management LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 57 | $2.00K | 0.00% | +57 | New |
| Albion Financial Group | 73 | $2.83K | 0.00% | +31+73.8% | Added |
| Ancora Advisors, LLC | 77 | $2.99K | 0.00% | +77 | New |
| Cornerstone Planning Group LLC | 77 | $3.00K | 0.00% | +11+16.7% | Added |
| DiNuzzo Private Wealth, Inc. | 81 | $3.06K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 86 | $3.34K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 87 | $3.38K | 0.00% | +3+3.6% | Added |
| UMA Financial Services, Inc. | 96 | $3.73K | 0.00% | +96 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | $3.88K | 0.01% | −59−37.1% | Reduced |
| Essential Partners LLC | 100 | $3.89K | 0.00% | +11+12.4% | Added |
| Avion Wealth | 116 | $4.00K | 0.00% | +42+56.8% | Added |
| SBI Securities Co., Ltd. | 105 | $4.07K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 105 | $4.07K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 106 | $4.11K | 0.00% | +106 | New |
| Winnow Wealth LLC | 108 | $4.21K | 0.00% | +108 | New |
| ORG Partners LLC | 121 | $4.69K | 0.00% | +58+92.1% | Added |
| Howard Hughes Medical Institute | 140 | $5.43K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 158 | $6.13K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 184 | $7.02K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 189 | $7.33K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 194 | $7.53K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 200 | $7.76K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 200 | $7.76K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 215 | $8.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 200 | $8.00K | 0.00% | +200 | New |
| Wealth Preservation Advisors, LLC | 209 | $8.11K | 0.00% | −8−3.7% | Reduced |
| Princeton Global Asset Management LLC | 212 | $8.23K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 213 | $8.26K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 230 | $8.92K | 0.00% | +230 | New |
| Winch Advisory Services, LLC | 238 | $9.24K | 0.00% | +1+0.4% | Added |
| Trust Co of Vermont | 250 | $9.70K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 261 | $10.1K | 0.00% | +2+0.8% | Added |
| Bryn Mawr Trust Co | 271 | $10.5K | 0.00% | −608−69.2% | Reduced |
| Millstone Evans Group, LLC | 276 | $10.7K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 277 | $10.7K | 0.00% | −590−68.1% | Reduced |
| Meeder Asset Management Inc | 280 | $10.9K | 0.00% | +280 | New |
| Robinswood Financial LLC | 280 | $10.9K | 0.00% | +280 | New |
| Smithfield Trust Co | 285 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 291 | $11.3K | 0.00% | +2+0.7% | Added |
| Costello Asset Management, INC | 300 | $11.6K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 300 | $11.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 305 | $11.8K | 0.00% | −207−40.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 315 | $12.2K | 0.00% | 00.0% | Unchanged |