| North Capital, Inc. | 1 | $45 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 4 | $160 | 0.00% | −11−73.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 4 | $181 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 5 | $225 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 5 | $225 | 0.00% | +5 | New |
| Imprint Wealth LLC | 6 | $270 | 0.00% | +6 | New |
| First Pacific Financial | 7 | $316 | 0.00% | +7 | New |
| Seneschal Advisors, LLC | 7 | $316 | 0.00% | +7 | New |
| Heartwood Wealth Advisors LLC | 8 | $360 | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 8 | $361 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 9 | $405 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 9 | $406 | 0.00% | +9 | New |
| Evermay Wealth Management LLC | 11 | $475 | 0.00% | +1+10.0% | Added |
| Turning Point Benefit Group, Inc. | 11 | $495 | 0.00% | +11 | New |
| West Oak Capital, LLC | 16 | $700 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 17 | $765 | 0.00% | +17 | New |
| Quaker Wealth Management, LLC | 17 | $766 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 21 | $946 | 0.00% | −147−87.5% | Reduced |
| Cedar Wealth Management, LLC | 22 | $990 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 24 | $1.08K | 0.00% | −827−97.2% | Reduced |
| Bullock Wealth Management Group | 27 | $1.22K | 0.00% | +27 | New |
| TFC Financial Management | 28 | $1.27K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 29 | $1.30K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 30 | $1.35K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 30 | $1.35K | 0.00% | +30 | New |
| Winnow Wealth LLC | 31 | $1.43K | 0.00% | +31 | New |
| United Community Bank | 38 | $1.71K | 0.00% | −147−79.5% | Reduced |
| Main Street Group, LTD | 39 | $1.75K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $1.80K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 40 | $1.80K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 46 | $2.07K | 0.00% | +46 | New |
| Atwood & Palmer Inc | 46 | $2.07K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 47 | $2.12K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 47 | $2.12K | 0.00% | +47 | New |
| IAG Wealth Partners, LLC | 49 | $2.21K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 52 | $2.34K | 0.00% | +11+26.8% | Added |
| Marquette Asset Management, LLC | 55 | $2.48K | 0.00% | +55 | New |
| Sofos Investments, Inc. | 55 | $2.48K | 0.00% | +55 | New |
| Wealth Watch Advisors, INC | 55 | $2.48K | 0.00% | +55 | New |
| Guerra Advisors Inc | 56 | $2.52K | 0.00% | +56 | New |
| Tripletail Wealth Management, LLC | 57 | $2.64K | 0.00% | +57 | New |
| Rialto Wealth Management, LLC | 59 | $2.66K | 0.00% | +14+31.1% | Added |
| Retirement Wealth Solutions LLC | 61 | $2.75K | 0.00% | +61 | New |
| Financial Management Professionals, Inc. | 64 | $2.88K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 64 | $2.88K | 0.00% | +64 | New |
| Delos Wealth Advisors, LLC | 66 | $2.97K | 0.00% | +66 | New |
| Penserra Capital Management LLC | 84 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 86 | $3.00K | 0.00% | +86 | New |
| Centennial Bank | 67 | $3.02K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 69 | $3.11K | 0.00% | +62+885.7% | Added |
| Crewe Advisors LLC | 69 | $3.11K | 0.00% | +69 | New |
| Golden State Wealth Management, LLC | 70 | $3.15K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 72 | $3.24K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 73 | $3.29K | 0.00% | −1,821−96.1% | Reduced |
| Essential Partners LLC | 73 | $3.29K | 0.00% | +44+151.7% | Added |
| Arlington Trust Co LLC | 80 | $3.60K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 82 | $3.68K | 0.00% | −22−21.2% | Reduced |
| Clark Wealth Partners | 85 | $3.71K | 0.00% | +35+70.0% | Added |
| Prudent Man Investment Management, Inc. | 100 | $3.76K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 85 | $3.83K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 87 | $3.92K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 87 | $3.92K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 93 | $4.00K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 93 | $4.19K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 98 | $4.41K | 0.00% | +43+78.2% | Added |
| Bangor Savings Bank | 100 | $4.50K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 103 | $4.68K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 107 | $4.82K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 107 | $4.82K | 0.00% | −9−7.8% | Reduced |
| Thompson Investment Management, Inc. | 108 | $4.86K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 121 | $5.46K | 0.00% | +1+0.8% | Added |
| Cape Investment Advisory, Inc. | 126 | $5.67K | 0.01% | −318−71.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 128 | $5.75K | 0.00% | +124+3,100.0% | Added |
| Creekmur Asset Management LLC | 131 | $5.89K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 133 | $5.99K | 0.00% | −118−47.0% | Reduced |
| Dogwood Wealth Management LLC | 134 | $6.03K | 0.00% | +4+3.1% | Added |
| Aventura Private Wealth, LLC | 135 | $6.08K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 137 | $6.17K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 139 | $6.26K | 0.00% | +1+0.7% | Added |
| Kerr Financial Planning Corp | 135 | $6.34K | 0.01% | +135 | New |
| GPS Wealth Strategies Group, LLC | 147 | $6.62K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 150 | $6.75K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 150 | $6.75K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 153 | $6.89K | 0.00% | −58,307−99.7% | Reduced |
| Westside Investment Management, Inc. | 160 | $7.21K | 0.00% | +160 | New |
| High Note Wealth, LLC | 163 | $7.34K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 165 | $7.43K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 176 | $7.92K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 186 | $8.37K | 0.00% | +90+93.8% | Added |
| Mascoma Wealth Management LLC | 188 | $8.46K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 188 | $8.46K | 0.00% | +188 | New |
| Strengthening Families & Communities, LLC | 195 | $8.79K | 0.00% | −128−39.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 204 | $8.91K | 0.00% | −2−1.0% | Reduced |
| Ulland Investment Advisors, LLC | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 208 | $9.00K | 0.00% | +11+5.6% | Added |
| Avion Wealth | 203 | $9.00K | 0.00% | −2−1.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $9.00K | 0.02% | 00.0% | Unchanged |
| Coastline Trust Co | 200 | $9.00K | 0.00% | +200 | New |
| Sunbelt Securities, Inc. | 202 | $9.09K | 0.00% | −52−20.5% | Reduced |