| CKW Financial Group | 8 | $0 | 0.00% | +8 | New |
| Evolution Advisers, Inc. | 21 | $0 | 0.00% | +21 | New |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Tiaa Trust, National Association | 2 | $56 | 0.00% | −57−96.6% | Reduced |
| 3 Factor Indexing, LLC | 3 | $85 | 0.00% | +3 | New |
| Highland Investment Advisors LLC | 3 | $85 | 0.00% | +3 | New |
| Stone House Investment Management, LLC | 6 | $169 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $189 | 0.00% | −7−53.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 8 | $226 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 8 | $226 | 0.00% | +8 | New |
| Spectrum Wealth Advisory Group, LLC | 8 | $226 | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 8 | $231 | 0.00% | +4+100.0% | Added |
| Seneschal Advisors, LLC | 10 | $282 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 13 | $366 | 0.00% | +13 | New |
| South State Corp. | 15 | $423 | 0.00% | −39−72.2% | Reduced |
| High Note Wealth, LLC | 16 | $451 | 0.00% | −173−91.5% | Reduced |
| United Community Bank | 16 | $451 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 16 | $451 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 18 | $508 | 0.00% | −118−86.8% | Reduced |
| Davis Capital Management | 20 | $564 | 0.00% | +20 | New |
| Quaker Wealth Management, LLC | 21 | $592 | 0.00% | −3−12.5% | Reduced |
| HFM Investment Advisors, LLC | 21 | $592 | 0.00% | +15+250.0% | Added |
| AdvisorNet Financial, Inc | 24 | $677 | 0.00% | −389−94.2% | Reduced |
| Signature Equity Partners, LLC | 24 | $677 | 0.00% | −42−63.6% | Reduced |
| N.E.W. Advisory Services LLC | 24 | $677 | 0.00% | +24 | New |
| Buck Wealth Strategies, LLC | 25 | $705 | 0.00% | +25 | New |
| 1015 Capital Partners, LLC | 27 | $761 | 0.00% | +19+237.5% | Added |
| Provenance Wealth Advisors, LLC | 28 | $789 | 0.00% | +28 | New |
| Transamerica Financial Advisors, Inc. | 32 | $902 | 0.00% | −302−90.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 33 | $931 | 0.00% | +33 | New |
| Glen Eagle Advisors, LLC | 39 | $1.10K | 0.00% | +39 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 40 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 41 | $1.16K | 0.00% | −3−6.8% | Reduced |
| Clark Wealth Partners | 44 | $1.24K | 0.00% | +44 | New |
| Bravera Wealth | 46 | $1.30K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $1.41K | 0.00% | −1,274−96.2% | Reduced |
| TD Capital Management LLC | 52 | $1.47K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 54 | $1.52K | 0.00% | −120−69.0% | Reduced |
| Comprehensive Financial Planning, Inc. | 54 | $1.52K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 56 | $1.58K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 58 | $1.64K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 58 | $1.64K | 0.00% | +44+314.3% | Added |
| DiNuzzo Private Wealth, Inc. | 59 | $1.66K | 0.00% | −10−14.5% | Reduced |
| Creative Capital Management Investments LLC | 60 | $1.69K | 0.00% | +60 | New |
| Brown, Lisle/Cummings, Inc. | 63 | $1.78K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 64 | $1.80K | 0.00% | −134−67.7% | Reduced |
| Geneos Wealth Management Inc. | 64 | $1.80K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 65 | $1.83K | 0.00% | −11−14.5% | Reduced |
| West Paces Advisors Inc. | 67 | $1.89K | 0.00% | +67 | New |
| Planning Strategies Inc. | 68 | $1.92K | 0.00% | +68 | New |
| Capital Advisors, Ltd. LLC | 56 | $2.00K | 0.00% | −220−79.7% | Reduced |
| MidFirst Bank | 71 | $2.00K | 0.00% | +54+317.6% | Added |
| Rialto Wealth Management, LLC | 71 | $2.00K | 0.00% | +54+317.6% | Added |
| Millstone Evans Group, LLC | 72 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 72 | $2.03K | 0.00% | +72 | New |
| Sittner & Nelson, LLC | 74 | $2.09K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 78 | $2.20K | 0.00% | −25−24.3% | Reduced |
| South Plains Financial, Inc. | 80 | $2.25K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 80 | $2.25K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 80 | $2.26K | 0.00% | −35−30.4% | Reduced |
| Wolff Wiese Magana LLC | 80 | $2.26K | 0.00% | +60+300.0% | Added |
| Private Wealth Management Group, LLC | 86 | $2.42K | 0.00% | −197−69.6% | Reduced |
| North Star Investment Management Corp. | 88 | $2.48K | 0.00% | +69+363.2% | Added |
| Prestige Wealth Management Group LLC | 94 | $2.65K | 0.00% | +30+46.9% | Added |
| Albion Financial Group | 98 | $2.76K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 102 | $2.88K | 0.00% | −278−73.2% | Reduced |
| First United Bank Trust | 103 | $2.90K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 104 | $2.93K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 106 | $2.99K | 0.00% | −20−15.9% | Reduced |
| Triumph Capital Management | 115 | $3.24K | 0.00% | −79−40.7% | Reduced |
| Ares Financial Consulting, LLC | 118 | $3.33K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 120 | $3.38K | 0.00% | +53+79.1% | Added |
| S&T Bank | 121 | $3.41K | 0.00% | +121 | New |
| Bank of New Hampshire | 124 | $3.50K | 0.00% | −132−51.6% | Reduced |
| Key Financial Inc | 124 | $3.50K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 126 | $3.55K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 132 | $3.72K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 136 | $3.83K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 136 | $3.83K | 0.00% | +136 | New |
| Archer Investment Corp | 140 | $3.95K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 142 | $4.00K | 0.00% | +36+34.0% | Added |
| Princeton Global Asset Management LLC | 154 | $4.34K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 154 | $4.34K | 0.00% | +28+22.2% | Added |
| NBH Bank | 158 | $4.45K | 0.00% | +158 | New |
| Arlington Trust Co LLC | 159 | $4.48K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 160 | $4.51K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 164 | $4.62K | 0.00% | +144+720.0% | Added |
| Trust Co of Vermont | 165 | $4.65K | 0.00% | +165 | New |
| Motco | 168 | $4.74K | 0.00% | +20+13.5% | Added |
| Pin Oak Investment Advisors Inc | 173 | $5.00K | 0.00% | +3+1.8% | Added |
| Cornerstone Financial Management LLC | 178 | $5.02K | 0.00% | +17+10.6% | Added |
| Maryland Capital Advisors Inc. | 185 | $5.22K | 0.00% | +185 | New |
| Prosperity Bancshares Inc | 192 | $5.41K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 190 | $5.50K | 0.00% | +110+137.5% | Added |
| Rakuten Securities, Inc. | 198 | $5.58K | 0.00% | −75−27.5% | Reduced |
| Carolina Wealth Advisors, LLC | 198 | $5.58K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $5.64K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 200 | $5.64K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $5.64K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 200 | $5.64K | 0.01% | +200 | New |