| Evolution Advisers, Inc. | 8 | $0 | 0.00% | +8 | New |
| Navigoe, LLC | 17 | $0 | 0.00% | +17 | New |
| BOK Financial Private Wealth, Inc. | 0 | $70 | 0.00% | 0 | Unchanged |
| Bullseye Investment Management, LLC | 3 | $169 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 4 | $225 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 4 | $225 | 0.00% | +4 | New |
| Maryland Capital Advisors Inc. | 4 | $226 | 0.00% | +4 | New |
| NorthAvenue LLC | 5 | $282 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 5 | $282 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 6 | $338 | 0.00% | +3+100.0% | Added |
| 3 Factor Indexing, LLC | 6 | $339 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,990 | $377 | 0.00% | +59+3.1% | Added |
| Tidemark, LLC | 7 | $395 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 7 | $395 | 0.00% | +7 | New |
| ROSS\JOHNSON & Associates LLC | 7 | $395 | 0.01% | +7 | New |
| Aspect Partners, LLC | 8 | $451 | 0.00% | −40−83.3% | Reduced |
| Financial Gravity Companies, Inc. | 9 | $507 | 0.00% | +9 | New |
| Seneschal Advisors, LLC | 9 | $508 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $568 | 0.00% | +10 | New |
| Lummis Asset Management, LP | 11 | $620 | 0.00% | +11 | New |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $733 | 0.00% | −147−91.9% | Reduced |
| IAG Wealth Partners, LLC | 13 | $733 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 15 | $852 | 0.00% | −3−16.7% | Reduced |
| Downshift Financial, LLC | 16 | $902 | 0.00% | +16 | New |
| DecisionPoint Financial, LLC | 17 | $978 | 0.00% | +10+142.9% | Added |
| Kings Path Partners LLC | 19 | $1.07K | 0.00% | +19 | New |
| Beaird Harris Wealth Management, LLC | 20 | $1.13K | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 23 | $1.30K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 24 | $1.35K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 27 | $1.52K | 0.00% | +17+170.0% | Added |
| Provenance Wealth Advisors, LLC | 27 | $1.52K | 0.00% | +27 | New |
| Tounjian Advisory Partners, LLC | 29 | $1.64K | 0.00% | −23,417−99.9% | Reduced |
| WestEnd Advisors, LLC | 31 | $1.75K | 0.00% | +10+47.6% | Added |
| SWAN Capital LLC | 31 | $1.76K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 33 | $1.86K | 0.00% | +33 | New |
| Burkett Financial Services, LLC | 37 | $2.10K | 0.00% | +1+2.8% | Added |
| NVWM, LLC | 39 | $2.20K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 40 | $2.23K | 0.00% | −255−86.4% | Reduced |
| Quaker Wealth Management, LLC | 40 | $2.25K | 0.00% | +1+2.6% | Added |
| Mascoma Wealth Management LLC | 41 | $2.31K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 43 | $2.42K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 43 | $2.44K | 0.00% | +43 | New |
| Asset Dedication, LLC | 44 | $2.48K | 0.00% | +3+7.3% | Added |
| Activest Wealth Management | 46 | $2.59K | 0.00% | −296−86.5% | Reduced |
| Stone House Investment Management, LLC | 46 | $2.59K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 46 | $2.59K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 47 | $2.65K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 49 | $2.76K | 0.00% | +22+81.5% | Added |
| Financial Network Wealth Advisors LLC | 50 | $2.82K | 0.00% | −3−5.7% | Reduced |
| Oakmont Advisory Group, LLC | 50 | $2.83K | 0.00% | +50 | New |
| Brown, Lisle/Cummings, Inc. | 51 | $2.88K | 0.00% | −118−69.8% | Reduced |
| TSFG, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Coston, McIsaac & Partners | 64 | $3.00K | 0.00% | +64 | New |
| Allied Private Wealth LLC | 57 | $3.20K | 0.00% | +57 | New |
| ZRC Wealth Management, LLC | 62 | $3.50K | 0.00% | +29+87.9% | Added |
| United Community Bank | 67 | $3.78K | 0.00% | −13−16.3% | Reduced |
| Private Wealth Asset Management, LLC | 70 | $3.95K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 70 | $3.95K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 72 | $4.06K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 81 | $4.57K | 0.00% | −144−64.0% | Reduced |
| Marquette Asset Management, LLC | 82 | $4.62K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 83 | $4.68K | 0.00% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 93 | $5.00K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 92 | $5.20K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 95 | $5.37K | 0.00% | +4+4.4% | Added |
| Salem Investment Counselors Inc | 96 | $5.45K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 97 | $5.56K | 0.00% | −2−2.0% | Reduced |
| Fairman Group, LLC | 98 | $5.56K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 99 | $5.58K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 100 | $5.64K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 100 | $5.64K | 0.00% | +100 | New |
| MidFirst Bank | 102 | $5.75K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 103 | $5.81K | 0.00% | +103 | New |
| Signature Resources Capital Management, LLC | 104 | $5.86K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 106 | $5.97K | 0.00% | +15+16.5% | Added |
| FWL Investment Management, LLC | 107 | $6.03K | 0.00% | +107 | New |
| J.Safra Asset Management Corp | 109 | $6.14K | 0.00% | −190−63.5% | Reduced |
| Hughes Financial Services, LLC | 110 | $6.20K | 0.00% | +38+52.8% | Added |
| SHP Wealth Management | 111 | $6.26K | 0.00% | −43−27.9% | Reduced |
| Strive Financial Group ,LLC | 112 | $6.31K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 117 | $6.59K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 119 | $6.71K | 0.00% | +14+13.3% | Added |
| Kilter Group LLC | 129 | $7.27K | 0.00% | −9−6.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 141 | $7.95K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 142 | $8.01K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 144 | $8.12K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 145 | $8.19K | 0.00% | −8−5.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 149 | $8.40K | 0.00% | +41+38.0% | Added |
| Piscataqua Savings Bank | 150 | $8.45K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 152 | $8.57K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 158 | $8.91K | 0.00% | −88−35.8% | Reduced |
| Stephenson National Bank & Trust | 167 | $9.41K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 169 | $9.53K | 0.09% | −6−3.4% | Reduced |
| Buck Wealth Strategies, LLC | 172 | $9.71K | 0.00% | +172 | New |
| Wilkerson Advisory Group LLC | 177 | $9.98K | 0.00% | −13−6.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 186 | $10.0K | 0.00% | +1+0.5% | Added |
| Avion Wealth | 187 | $10.0K | 0.00% | +10+5.6% | Added |
| Newbridge Financial Services Group, Inc. | 180 | $10.1K | 0.00% | +1+0.6% | Added |
| Princeton Global Asset Management LLC | 185 | $10.4K | 0.00% | +23+14.2% | Added |
| Creative Capital Management Investments LLC | 196 | $11.0K | 0.00% | +77+64.7% | Added |