| Strengthening Families & Communities, LLC | 1 | $113 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1 | $114 | 0.00% | −14−93.3% | Reduced |
| S&T Bank | 3 | $339 | 0.00% | +3 | New |
| Quest 10 Wealth Builders, Inc. | 3 | $339 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $340 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 4 | $452 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 4 | $456 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 5 | $565 | 0.00% | +1+25.0% | Added |
| TFC Financial Management | 5 | $566 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $571 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $678 | 0.00% | +1+20.0% | Added |
| HFM Investment Advisors, LLC | 7 | $791 | 0.00% | −2−22.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 7 | $791 | 0.00% | +2+40.0% | Added |
| Prestige Wealth Management Group LLC | 9 | $1.02K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $1.36K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $1.37K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 14 | $1.58K | 0.00% | +14 | New |
| Rossby Financial, LCC | 14 | $1.60K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $1.67K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 15 | $1.70K | 0.00% | +15 | New |
| Cromwell Holdings LLC | 15 | $1.71K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $1.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Binnacle Investments Inc | 20 | $2.26K | 0.00% | +9+81.8% | Added |
| UMA Financial Services, Inc. | 20 | $2.26K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $2.26K | 0.00% | +2+11.1% | Added |
| Core Alternative Capital | 22 | $2.49K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 23 | $2.61K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 25 | $2.83K | 0.00% | +25 | New |
| JPL Wealth Management, LLC | 25 | $2.83K | 0.00% | +25 | New |
| Avion Wealth | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 27 | $3.05K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 27 | $3.08K | 0.00% | −11−28.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 30 | $3.39K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 32 | $3.62K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 33 | $3.73K | 0.00% | −1−2.9% | Reduced |
| Ritter Daniher Financial Advisory LLC | 34 | $3.85K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 37 | $4.18K | 0.00% | −57−60.6% | Reduced |
| Luminist Capital LLC | 37 | $4.22K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 39 | $4.41K | 0.00% | −229−85.4% | Reduced |
| St Germain D J Co Inc | 40 | $4.52K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 45 | $5.09K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 45 | $5.09K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $5.52K | 0.00% | +40 | New |
| Private Wealth Management Group, LLC | 49 | $5.54K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 50 | $5.65K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 50 | $5.65K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 50 | $5.65K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 50 | $5.65K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $5.65K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 52 | $5.88K | 0.00% | +4+8.3% | Added |
| Capital Analysts, LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 54 | $6.11K | 0.00% | +7+14.9% | Added |
| Golden State Wealth Management, LLC | 59 | $6.73K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 60 | $6.78K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 60 | $6.78K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 61 | $6.90K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 66 | $7.00K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 64 | $7.24K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 64 | $7.66K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 68 | $7.69K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $7.80K | 0.00% | −8−10.4% | Reduced |
| TD Private Client Wealth LLC | 70 | $7.91K | 0.00% | +29+70.7% | Added |
| Whittier Trust Co of Nevada Inc | 70 | $8.01K | 0.00% | +70 | New |
| Smallwood Wealth Investment Management, LLC | 71 | $8.03K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 72 | $8.14K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 75 | $8.48K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 80 | $9.04K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 82 | $9.27K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 82 | $9.34K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 83 | $9.38K | 0.00% | +33+66.0% | Added |
| Creative Financial Designs Inc | 87 | $9.84K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 88 | $9.95K | 0.00% | +7+8.6% | Added |
| Smithfield Trust Co | 87 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 93 | $10.5K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 93 | $10.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 100 | $11.3K | 0.00% | −5−4.8% | Reduced |
| Global Wealth Strategies & Associates | 100 | $11.3K | 0.00% | +100 | New |
| Rakuten Securities, Inc. | 100 | $11.3K | 0.00% | +100 | New |
| Atlantic Trust, LLC | 106 | $12.0K | 0.00% | −54−33.8% | Reduced |
| Mascoma Wealth Management LLC | 107 | $12.1K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 107 | $12.1K | 0.00% | +107 | New |
| TSFG, LLC | 117 | $13.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 125 | $14.1K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 124 | $14.2K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 136 | $15.4K | 0.00% | +94+223.8% | Added |
| HM Payson & Co | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 150 | $17.0K | 0.01% | +70+87.5% | Added |
| Salomon & Ludwin, LLC | 159 | $18.2K | 0.00% | +42+35.9% | Added |
| WFA Asset Management Corp | 232 | $18.3K | 0.01% | +2+0.9% | Added |
| Retirement Wealth Solutions LLC | 168 | $19.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 176 | $19.0K | 0.00% | −1−0.6% | Reduced |
| Toth Financial Advisory Corp | 174 | $19.7K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 175 | $19.8K | 0.01% | 00.0% | Unchanged |