| Lazard Asset Management LLC | 31 | $0 | 0.00% | −16−34.0% | Reduced |
| Coston, McIsaac & Partners | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 0 | $12 | 0.00% | 0 | Unchanged |
| Column Capital Advisors, LLC | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 3 | $91 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $152 | 0.00% | +5 | New |
| True Wealth Design, LLC | 13 | $397 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 16 | $561 | 0.00% | +5+45.5% | Added |
| Perkins Coie Trust Co | 21 | $639 | 0.00% | +21 | New |
| Trifecta Capital Advisors, LLC | 28 | $854 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 30 | $914 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 32 | $975 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 40 | $1.00K | 0.00% | +24+150.0% | Added |
| Global Trust Asset Management, LLC | 40 | $1.22K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 40 | $1.22K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 45 | $1.37K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 50 | $1.52K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 52 | $1.58K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 55 | $1.67K | 0.00% | +1+1.9% | Added |
| Sugarloaf Wealth Management, LLC | 60 | $1.83K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 62 | $1.89K | 0.00% | +62 | New |
| SkyView Investment Advisors, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 66 | $2.01K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 73 | $2.22K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 75 | $2.29K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 75 | $2.29K | 0.00% | +75 | New |
| Solstein Capital, LLC | 77 | $2.35K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 88 | $2.68K | 0.00% | +1+1.1% | Added |
| Raffa Wealth Management, LLC | 91 | $2.77K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 93 | $2.83K | 0.00% | +10+12.0% | Added |
| Maryland Capital Advisors Inc. | 95 | $2.90K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 96 | $2.91K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 99 | $3.02K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $3.05K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 100 | $3.05K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $3.05K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 100 | $3.05K | 0.00% | +100 | New |
| Impact Partnership Wealth, LLC | 100 | $3.05K | 0.00% | +100 | New |
| Beacon Capital Management, LLC | 100 | $3.50K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 125 | $3.81K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 125 | $3.81K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 130 | $3.96K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 132 | $4.01K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 132 | $4.04K | 0.00% | +1+0.8% | Added |
| Hollencrest Capital Management | 141 | $4.30K | 0.00% | −353−71.5% | Reduced |
| Sofos Investments, Inc. | 166 | $4.43K | 0.00% | +131+374.3% | Added |
| Bell Investment Advisors, Inc | 158 | $4.82K | 0.00% | +66+71.7% | Added |
| Creative Financial Designs Inc | 176 | $5.36K | 0.00% | +1+0.6% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 181 | $5.51K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 183 | $5.58K | 0.00% | +61+50.0% | Added |
| Authentikos Wealth Advisory, LLC | 183 | $5.58K | 0.01% | +183 | New |
| Mascoma Wealth Management LLC | 195 | $5.94K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 200 | $6.09K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 212 | $6.46K | 0.00% | −51−19.4% | Reduced |
| Focused Wealth Management, Inc | 212 | $6.47K | 0.00% | +1+0.5% | Added |
| Bellevue Asset Management, LLC | 216 | $6.60K | 0.00% | +2+0.9% | Added |
| Cedar Mountain Advisors, LLC | 230 | $7.01K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 237 | $7.22K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 250 | $7.55K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 250 | $7.62K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 254 | $7.74K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 261 | $7.95K | 0.00% | +45+20.8% | Added |
| GW&K Investment Management, LLC | 251 | $8.00K | 0.00% | +8+3.3% | Added |
| Steward Financial Group LLC | 283 | $8.00K | 0.00% | +283 | New |
| M&R Capital Management Inc | 265 | $8.09K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 266 | $8.11K | 0.00% | +2+0.8% | Added |
| Core Alternative Capital | 270 | $8.22K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 300 | $9.14K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 307 | $9.36K | 0.00% | +81+35.8% | Added |
| Studio Investment Management LLC | 341 | $10.4K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 345 | $10.5K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 373 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 363 | $11.1K | 0.00% | +2+0.6% | Added |
| McClarren Financial Advisors, Inc. | 407 | $12.0K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 400 | $12.2K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 401 | $12.2K | 0.00% | +8+2.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 408 | $12.4K | 0.01% | +408 | New |
| GPS Wealth Strategies Group, LLC | 410 | $12.5K | 0.00% | −5−1.2% | Reduced |
| City Holding Co | 419 | $12.8K | 0.00% | −328−43.9% | Reduced |
| Ruedi Wealth Management, Inc. | 444 | $13.5K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 447 | $13.6K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 475 | $14.5K | 0.01% | +95+25.0% | Added |
| City State Bank | 476 | $15.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 500 | $15.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 500 | $15.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 508 | $15.5K | 0.00% | −386−43.2% | Reduced |
| Laurel Wealth Advisors LLC | 553 | $16.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 561 | $17.1K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 567 | $17.3K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 583 | $17.8K | 0.00% | −19−3.2% | Reduced |
| Rosenberg Matthew Hamilton | 588 | $17.9K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 607 | $18.0K | 0.00% | −24−3.8% | Reduced |
| Farmers & Merchants Investments Inc | 595 | $18.1K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 600 | $18.3K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 671 | $19.9K | 0.01% | +6+0.9% | Added |
| South State Corp. | 658 | $20.1K | 0.00% | +364+123.8% | Added |
| Costello Asset Management, INC | 660 | $20.1K | 0.02% | +2+0.3% | Added |
| Baystate Wealth Management LLC | 669 | $20.4K | 0.00% | +6+0.9% | Added |
| Center for Financial Planning, Inc. | 670 | $20.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 684 | $20.8K | 0.00% | −100−12.8% | Reduced |