| Activest Wealth Management | 1 | $49 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $97 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $97 | 0.00% | +2 | New |
| Synergy Investment Management, LLC | 2 | $97 | 0.00% | +2 | New |
| High Note Wealth, LLC | 3 | $146 | 0.00% | +3 | New |
| Oakworth Capital, Inc. | 5 | $243 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 6 | $291 | 0.00% | +6 | New |
| Clearstead Advisors, LLC | 9 | $438 | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 9 | $451 | 0.00% | +9 | New |
| Global Financial Private Client, LLC | 11 | $534 | 0.00% | +11 | New |
| Cherry Tree Wealth Management, LLC | 12 | $583 | 0.00% | +12 | New |
| HHM Wealth Advisors, LLC | 13 | $632 | 0.00% | +13 | New |
| Winch Advisory Services, LLC | 15 | $729 | 0.00% | +15 | New |
| Cape Investment Advisory, Inc. | 15 | $729 | 0.00% | +15 | New |
| Legacy Investment Solutions, LLC | 15 | $792 | 0.00% | +9+150.0% | Added |
| Legacy Wealth Managment, LLC | 15 | $792 | 0.00% | +9+150.0% | Added |
| First Financial Corp | 17 | $826 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 17 | $826 | 0.00% | +17 | New |
| Financial Management Professionals, Inc. | 18 | $874 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 18 | $874 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 18 | $874 | 0.00% | +18 | New |
| Provenance Wealth Advisors, LLC | 20 | $972 | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 20 | $972 | 0.00% | +20 | New |
| Valley National Advisers Inc | 24 | $1.00K | 0.00% | +24 | New |
| Valued Wealth Advisors LLC | 25 | $1.22K | 0.00% | −19−43.2% | Reduced |
| NVWM, LLC | 26 | $1.27K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28 | $1.36K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 28 | $1.39K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 30 | $1.46K | 0.00% | +30 | New |
| Abound Wealth Management | 32 | $1.57K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 33 | $1.60K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 36 | $1.75K | 0.00% | −4−10.0% | Reduced |
| Center for Financial Planning, Inc. | 36 | $1.75K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 38 | $1.85K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 39 | $1.90K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 42 | $2.02K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 42 | $2.02K | 0.00% | −69−62.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 43 | $2.09K | 0.00% | +43 | New |
| Iron Horse Wealth Management, LLC | 44 | $2.14K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 44 | $2.14K | 0.00% | +44 | New |
| FLP Wealth Management, LLC | 45 | $2.18K | 0.01% | +45 | New |
| Painted Porch Advisors LLC | 49 | $2.38K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 49 | $2.38K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 49 | $2.40K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 51 | $2.48K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 52 | $2.53K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 54 | $2.62K | 0.00% | +9+20.0% | Added |
| AdvisorNet Financial, Inc | 54 | $2.62K | 0.00% | +16+42.1% | Added |
| ESL Trust Services, LLC | 54 | $2.62K | 0.00% | +54 | New |
| Tucker Asset Management LLC | 57 | $2.77K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 58 | $2.82K | 0.00% | +58 | New |
| TD Waterhouse Canada Inc. | 59 | $2.87K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 61 | $2.96K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 64 | $3.11K | 0.00% | +64 | New |
| LRI Investments, LLC | 66 | $3.21K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 67 | $3.25K | 0.00% | +2+3.1% | Added |
| Cullen/Frost Bankers, Inc. | 67 | $3.27K | 0.00% | −97−59.1% | Reduced |
| Quent Capital, LLC | 69 | $3.35K | 0.00% | +2+3.0% | Added |
| Nemes Rush Group LLC | 72 | $3.50K | 0.00% | +63+700.0% | Added |
| Millstone Evans Group, LLC | 72 | $3.50K | 0.00% | +72 | New |
| Dunhill Financial, LLC | 73 | $3.54K | 0.00% | +17+30.4% | Added |
| Truvestments Capital LLC | 79 | $3.84K | 0.00% | 00.0% | Unchanged |
| Capital & Planning, LLC | 80 | $3.89K | 0.00% | +80 | New |
| Avion Wealth | 96 | $4.00K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 84 | $4.08K | 0.02% | +84 | New |
| Bruce G. Allen Investments, LLC | 84 | $4.08K | 0.00% | +25+42.4% | Added |
| Hexagon Capital Partners LLC | 85 | $4.13K | 0.00% | +46+117.9% | Added |
| Whipplewood Advisors, LLC | 89 | $4.32K | 0.00% | +89 | New |
| Larson Financial Group LLC | 93 | $4.52K | 0.00% | −169−64.5% | Reduced |
| Sachetta, LLC | 95 | $4.62K | 0.00% | +3+3.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 96 | $4.66K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 99 | $5.00K | 0.00% | +99 | New |
| Ronald Blue Trust, Inc. | 105 | $5.10K | 0.00% | −22−17.3% | Reduced |
| Westside Investment Management, Inc. | 111 | $5.39K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 112 | $5.44K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 112 | $5.44K | 0.00% | +10+9.8% | Added |
| Sound Income Strategies, LLC | 113 | $5.49K | 0.00% | +9+8.7% | Added |
| Richardson Financial Services Inc. | 116 | $5.67K | 0.00% | −87−42.9% | Reduced |
| Sierra Ocean, LLC | 116 | $5.68K | 0.00% | +116 | New |
| Harbour Investments, Inc. | 119 | $5.78K | 0.00% | +100+526.3% | Added |
| Carolinas Wealth Consulting LLC | 123 | $5.98K | 0.00% | −147−54.4% | Reduced |
| Navigoe, LLC | 138 | $6.00K | 0.01% | +138 | New |
| Trust Co of Vermont | 135 | $6.56K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 138 | $6.70K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 145 | $7.04K | 0.00% | +8+5.8% | Added |
| Cromwell Holdings LLC | 158 | $7.68K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 158 | $7.70K | 0.00% | −18−10.2% | Reduced |
| Raleigh Capital Management Inc. | 161 | $7.82K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 162 | $7.87K | 0.00% | +32+24.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 166 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 165 | $8.00K | 0.00% | +67+68.4% | Added |
| Park Square Financial Group, LLC | 168 | $8.16K | 0.01% | +168 | New |
| Whittier Trust Co | 178 | $8.65K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 182 | $8.84K | 0.00% | +1+0.6% | Added |
| Rothschild Investment LLC | 220 | $10.7K | 0.00% | +15+7.3% | Added |
| Duncker Streett & Co Inc | 229 | $11.1K | 0.00% | −1,271−84.7% | Reduced |
| UMA Financial Services, Inc. | 266 | $12.9K | 0.00% | +266 | New |
| R Squared Ltd | 280 | $13.6K | 0.01% | +280 | New |