| Atlas Capital Advisors LLC | 2 | $192 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $289 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $290 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $290 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $291 | 0.00% | +3 | New |
| NewSquare Capital LLC | 4 | $386 | 0.00% | −1−20.0% | Reduced |
| Valued Wealth Advisors LLC | 4 | $390 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $465 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5 | $482 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $483 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 6 | $579 | 0.00% | +6 | New |
| Bare Financial Services, Inc | 8 | $772 | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 9 | $876 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10 | $965 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $965 | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 11 | $1.06K | 0.00% | +11 | New |
| Financial Management Professionals, Inc. | 12 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $1.16K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 12 | $1.16K | 0.00% | +12 | New |
| Ruedi Wealth Management, Inc. | 13 | $1.25K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 14 | $1.38K | 0.00% | +14 | New |
| Horizon Investments, LLC | 15 | $1.45K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 15 | $1.45K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $1.54K | 0.00% | +1+6.7% | Added |
| Anchor Investment Management, LLC | 17 | $1.64K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 18 | $1.74K | 0.00% | +10+125.0% | Added |
| Rialto Wealth Management, LLC | 20 | $1.93K | 0.00% | +20 | New |
| Core Alternative Capital | 22 | $2.12K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 23 | $2.23K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 24 | $2.32K | 0.00% | +24 | New |
| TD Private Client Wealth LLC | 27 | $2.60K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 30 | $2.89K | 0.00% | −30−50.0% | Reduced |
| Avion Wealth | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 32 | $3.09K | 0.00% | +32 | New |
| Trust Co of Vermont | 34 | $3.28K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 34 | $3.28K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 36 | $3.47K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 37 | $3.63K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 40 | $3.86K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 141 | $3.86K | 0.00% | +101+252.5% | Added |
| Clean Yield Group | 42 | $4.05K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 45 | $4.34K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 45 | $4.34K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 45 | $4.34K | 0.00% | +45 | New |
| True Wealth Design, LLC | 45 | $4.37K | 0.00% | +30+200.0% | Added |
| Private Wealth Management Group, LLC | 49 | $4.73K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 50 | $4.82K | 0.00% | −381−88.4% | Reduced |
| Asset Dedication, LLC | 50 | $4.82K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $4.82K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 50 | $4.82K | 0.00% | +50 | New |
| Eastern Bank | 50 | $4.82K | 0.00% | +50 | New |
| 1 North Wealth Services LLC | 50 | $4.82K | 0.00% | +50 | New |
| Quarry LP | 50 | $4.82K | 0.00% | +50 | New |
| Armstrong Advisory Group, Inc | 50 | $4.97K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 58 | $5.60K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 58 | $5.65K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 60 | $5.79K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 61 | $5.88K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 66 | $6.00K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 64 | $6.17K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $6.56K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 68 | $6.56K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $6.75K | 0.00% | +28+66.7% | Added |
| Smallwood Wealth Investment Management, LLC | 71 | $6.85K | 0.00% | +71 | New |
| N.E.W. Advisory Services LLC | 72 | $6.95K | 0.00% | +72 | New |
| Sandy Spring Bank | 75 | $7.24K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 81 | $7.82K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 82 | $7.91K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 82 | $7.98K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 87 | $8.39K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 88 | $8.49K | 0.00% | −6−6.4% | Reduced |
| Grove Bank & Trust | 88 | $8.49K | 0.00% | +57+183.9% | Added |
| PSI Advisors, LLC | 93 | $8.97K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 87 | $9.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 98 | $9.46K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 107 | $10.3K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 117 | $11.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 115 | $11.1K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 115 | $11.1K | 0.01% | +43+59.7% | Added |
| Salomon & Ludwin, LLC | 117 | $11.3K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 125 | $12.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 125 | $12.1K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 124 | $12.2K | 0.00% | +124 | New |
| Parkside Financial Bank & Trust | 131 | $12.6K | 0.00% | +12+10.1% | Added |
| Assetmark, Inc | 135 | $13.0K | 0.00% | +24+21.6% | Added |
| WFA Asset Management Corp | 227 | $13.9K | 0.01% | −7−3.0% | Reduced |
| Hemington Wealth Management | 146 | $14.0K | 0.00% | +35+31.5% | Added |
| Mattson Financial Services, LLC | 146 | $14.1K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 147 | $14.2K | 0.00% | +147 | New |
| HM Payson & Co | 150 | $14.5K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 150 | $14.5K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 150 | $14.5K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 150 | $14.5K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 156 | $15.1K | 0.01% | −627−80.1% | Reduced |
| Amundi | 161 | $15.2K | 0.00% | −16,465−99.0% | Reduced |
| Retirement Wealth Solutions LLC | 168 | $16.2K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 174 | $16.8K | 0.00% | 00.0% | Unchanged |