| Avion Wealth | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| SOA Wealth Advisors, LLC. | 2 | $242 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $363 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3 | $363 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $366 | 0.00% | +3 | New |
| SRS Capital Advisors, Inc. | 4 | $485 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $605 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 6 | $727 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $970 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 4 | $1.00K | 0.00% | +4 | New |
| North Star Investment Management Corp. | 9 | $1.09K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $1.09K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 11 | $1.33K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 11 | $1.33K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 11 | $1.33K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 11 | $1.33K | 0.00% | +11 | New |
| TFC Financial Management | 11 | $1.34K | 0.00% | +7+175.0% | Added |
| Motco | 12 | $1.45K | 0.00% | +12 | New |
| Sofos Investments, Inc. | 121 | $1.53K | 0.01% | +11+10.0% | Added |
| Clearview Wealth Advisors LLC | 15 | $1.82K | 0.00% | +15 | New |
| Birch Capital Management, LLC | 16 | $1.94K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 16 | $1.94K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $2.00K | 0.00% | −1−9.1% | Reduced |
| Lee Financial Co | 17 | $2.06K | 0.00% | +17 | New |
| Aspire Private Capital, LLC | 18 | $2.18K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 18 | $2.18K | 0.00% | +3+20.0% | Added |
| Ridgewood Investments LLC | 19 | $2.30K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $2.91K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 25 | $3.03K | 0.00% | +25 | New |
| Disciplined Investments, LLC | 26 | $3.15K | 0.00% | −1−3.7% | Reduced |
| Montag A & Associates Inc | 30 | $3.63K | 0.00% | −2−6.3% | Reduced |
| Rocky Mountain Advisers, LLC | 36 | $3.96K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $4.12K | 0.00% | −4−10.5% | Reduced |
| Bogart Wealth, LLC | 36 | $4.36K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 38 | $4.60K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 40 | $4.84K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $4.84K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 40 | $4.84K | 0.00% | +40 | New |
| Cape Investment Advisory, Inc. | 47 | $5.69K | 0.00% | −28−37.3% | Reduced |
| Baker Avenue Asset Management, LP | 48 | $5.81K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 52 | $6.30K | 0.00% | +33+173.7% | Added |
| West Paces Advisors Inc. | 56 | $6.78K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 62 | $7.51K | 0.00% | +5+8.8% | Added |
| Bangor Savings Bank | 65 | $7.87K | 0.00% | +65 | New |
| Sutton Wealth Advisors Inc. | 68 | $8.24K | 0.00% | +45+195.7% | Added |
| Newbridge Financial Services Group, Inc. | 70 | $8.48K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 74 | $9.00K | 0.00% | +74 | New |
| Salem Investment Counselors Inc | 75 | $9.09K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 81 | $9.81K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 81 | $9.87K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 82 | $9.93K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 80 | $10.0K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 86 | $10.4K | 0.01% | +86 | New |
| RFP Financial Group LLC | 87 | $10.5K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 89 | $10.8K | 0.01% | +89 | New |
| Steward Financial Group LLC | 96 | $11.0K | 0.00% | +96 | New |
| JNBA Financial Advisors | 91 | $11.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 110 | $13.0K | 0.00% | +3+2.8% | Added |
| RE Dickinson Investment Advisors, LLC | 104 | $13.0K | 0.00% | +104 | New |
| Cary Street Partner Investment Advisory LLC | 115 | $13.9K | 0.00% | +72+167.4% | Added |
| Sugarloaf Wealth Management, LLC | 143 | $17.3K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 145 | $17.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 146 | $17.7K | 0.00% | −57−28.1% | Reduced |
| Asset Dedication, LLC | 148 | $18.0K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 150 | $18.2K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 152 | $18.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 160 | $19.3K | 0.00% | +1+0.6% | Added |
| Zions Bancorporation, N.A. | 160 | $19.4K | 0.00% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 162 | $19.7K | 0.01% | +162 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 172 | $20.8K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 178 | $21.6K | 0.01% | +13+7.9% | Added |
| Nalls Sherbakoff Group, LLC | 200 | $22.1K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 183 | $22.2K | 0.00% | +4+2.2% | Added |
| PrairieView Partners, LLC | 197 | $23.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 199 | $24.0K | 0.01% | −115−36.6% | Reduced |
| Colonial Trust Co | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 202 | $24.5K | 0.02% | +19+10.4% | Added |
| JFS Wealth Advisors, LLC | 202 | $24.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 204 | $24.7K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 205 | $24.8K | 0.00% | −32−13.5% | Reduced |
| JJJ Advisors Inc. | 211 | $25.6K | 0.01% | +15+7.7% | Added |
| BBJS Financial Advisors, LLC | 221 | $26.8K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 225 | $27.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 243 | $29.4K | 0.00% | +19+8.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 244 | $29.6K | 0.00% | +4+1.7% | Added |
| Valley National Advisers Inc | 254 | $31.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 257 | $31.1K | 0.00% | −369−58.9% | Reduced |
| First Horizon Advisors, Inc. | 263 | $31.9K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 276 | $33.4K | 0.01% | +42+17.9% | Added |
| HBC Financial Services, PLLC | 281 | $34.0K | 0.02% | +1+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 281 | $34.0K | 0.00% | −240−46.1% | Reduced |
| Blume Capital Management, Inc. | 300 | $36.3K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 320 | $38.8K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 323 | $39.1K | 0.00% | +13+4.2% | Added |
| Cullen/Frost Bankers, Inc. | 324 | $39.3K | 0.00% | −102−23.9% | Reduced |
| MB, Levis & Associates, LLC | 340 | $41.2K | 0.03% | +2+0.6% | Added |
| Geneos Wealth Management Inc. | 342 | $41.4K | 0.00% | +17+5.2% | Added |
| Allworth Financial LP | 342 | $41.4K | 0.00% | +3+0.9% | Added |
| Artemis Wealth Advisors, LLC | 346 | $41.9K | 0.01% | +10+3.0% | Added |