| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Baystate Wealth Management LLC | 1 | $126 | 0.00% | −19−95.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $304 | 0.00% | −2−40.0% | Reduced |
| True Wealth Design, LLC | 3 | $304 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 6 | $605 | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 9 | $833 | 0.00% | +9 | New |
| Indiana Trust & Investment Management CO | 9 | $911 | 0.00% | −49−84.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 10 | $1.01K | 0.00% | −1−9.1% | Reduced |
| Custom Portfolio Group LLC | 10 | $1.01K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $1.22K | 0.00% | +12 | New |
| Beacon Capital Management, LLC | 14 | $1.29K | 0.00% | −23−62.2% | Reduced |
| TFC Financial Management | 13 | $1.32K | 0.00% | +13 | New |
| Dunhill Financial, LLC | 13 | $1.34K | 0.00% | +13 | New |
| Geneos Wealth Management Inc. | 14 | $1.42K | 0.00% | −413−96.7% | Reduced |
| American National Bank | 14 | $1.42K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.42K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 15 | $1.52K | 0.00% | +15 | New |
| Arlington Trust Co LLC | 16 | $1.62K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $1.72K | 0.00% | +4+30.8% | Added |
| Avion Wealth | 22 | $2.00K | 0.00% | −3−12.0% | Reduced |
| Carolinas Wealth Consulting LLC | 20 | $2.02K | 0.00% | −17−45.9% | Reduced |
| Bogart Wealth, LLC | 22 | $2.23K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 22 | $2.23K | 0.00% | −15−40.5% | Reduced |
| HighMark Wealth Management LLC | 22 | $2.23K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 25 | $2.53K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 26 | $2.63K | 0.00% | +26 | New |
| Raffa Wealth Management, LLC | 27 | $2.73K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 28 | $2.83K | 0.00% | −15−34.9% | Reduced |
| Private Wealth Management Group, LLC | 32 | $3.24K | 0.00% | +32 | New |
| Bank of New Hampshire | 33 | $3.34K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 34 | $3.44K | 0.00% | +34 | New |
| Red Tortoise LLC | 37 | $3.74K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 40 | $4.01K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 42 | $4.25K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 44 | $4.45K | 0.00% | +25+131.6% | Added |
| Capital Advisors, Ltd. LLC | 50 | $5.00K | 0.00% | +19+61.3% | Added |
| NewSquare Capital LLC | 52 | $5.26K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 52 | $5.28K | 0.00% | +4+8.3% | Added |
| Ritter Daniher Financial Advisory LLC | 55 | $5.57K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 57 | $5.77K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 58 | $5.87K | 0.00% | −76−56.7% | Reduced |
| FSA Wealth Management LLC | 62 | $6.00K | 0.00% | +62 | New |
| Hobbs Group Advisors, LLC | 62 | $6.27K | 0.00% | +62 | New |
| ICA Group Wealth Management, LLC | 64 | $6.48K | 0.00% | +64 | New |
| SOA Wealth Advisors, LLC. | 65 | $6.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 68 | $6.88K | 0.00% | +1+1.5% | Added |
| FWL Investment Management, LLC | 69 | $6.98K | 0.00% | +69 | New |
| Prestige Wealth Management Group LLC | 69 | $6.98K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 72 | $7.29K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 75 | $7.59K | 0.00% | +20+36.4% | Added |
| Harbor Investment Advisory, LLC | 83 | $8.40K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 83 | $8.40K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 86 | $8.72K | 0.00% | −5−5.5% | Reduced |
| Fortitude Family Office, LLC | 89 | $9.01K | 0.01% | +89 | New |
| Smartleaf Asset Management LLC | 96 | $9.68K | 0.00% | +96 | New |
| Tennessee Valley Asset Management Partners | 96 | $9.73K | 0.00% | +96 | New |
| GW&K Investment Management, LLC | 100 | $10.0K | 0.00% | +3+3.1% | Added |
| HBC Financial Services, PLLC | 101 | $10.0K | 0.01% | +101 | New |
| North Star Investment Management Corp. | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| Systematic Financial Management LP | 100 | $10.1K | 0.00% | +100 | New |
| Criterion Capital Advisors, LLC | 100 | $10.1K | 0.01% | +100 | New |
| Pathway Financial Advisers, LLC | 105 | $10.6K | 0.00% | +1+1.0% | Added |
| Salem Investment Counselors Inc | 106 | $10.7K | 0.00% | −18−14.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 108 | $10.9K | 0.00% | −230−68.0% | Reduced |
| Loomis Sayles & Co L P | 111 | $11.0K | 0.00% | −14−11.2% | Reduced |
| Gradient Investments LLC | 118 | $11.9K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 118 | $12.0K | 0.00% | +4+3.5% | Added |
| Wetzel Investment Advisors, Inc. | 119 | $12.0K | 0.01% | +119 | New |
| Focused Wealth Management, Inc | 122 | $12.4K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 125 | $12.6K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 125 | $12.6K | 0.01% | −24−16.1% | Reduced |
| PFS Partners, LLC | 125 | $12.6K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 126 | $12.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 130 | $13.2K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 140 | $14.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 141 | $14.3K | 0.00% | +34+31.8% | Added |
| Washington Trust Co | 145 | $14.7K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 149 | $15.1K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 150 | $15.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 152 | $15.4K | 0.00% | −118−43.7% | Reduced |
| Bruce G. Allen Investments, LLC | 152 | $15.4K | 0.01% | +152 | New |
| Manchester Capital Management LLC | 153 | $15.5K | 0.00% | +89+139.1% | Added |
| New Millennium Group LLC | 155 | $15.7K | 0.01% | +1+0.6% | Added |
| Operose Advisors LLC | 160 | $16.2K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 162 | $16.4K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 169 | $17.1K | 0.00% | +63+59.4% | Added |
| PSI Advisors, LLC | 175 | $17.7K | 0.01% | +175 | New |
| Valley National Advisers Inc | 181 | $18.0K | 0.00% | +60+49.6% | Added |
| Duncker Streett & Co Inc | 179 | $18.1K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 179 | $18.1K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 180 | $18.2K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 182 | $18.4K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 186 | $18.8K | 0.00% | +99+113.8% | Added |
| West Paces Advisors Inc. | 196 | $19.8K | 0.01% | −2−1.0% | Reduced |
| Ulland Investment Advisors, LLC | 200 | $20.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 209 | $20.0K | 0.00% | +122+140.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 200 | $20.2K | 0.01% | 00.0% | Unchanged |
| Northwest Financial Advisors | 200 | $20.2K | 0.02% | +200 | New |