| TSFG, LLC | 5 | $0 | 0.00% | −35−87.5% | Reduced |
| GoalVest Advisory LLC | 4 | $101 | 0.00% | −156−97.5% | Reduced |
| Hoertkorn Richard Charles | 4 | $102 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 5 | $127 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 5 | $127 | 0.00% | +5 | Added |
| Creative Financial Designs Inc | 5 | $127 | 0.00% | +5 | New |
| Islay Capital Management, LLC | 6 | $152 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 9 | $228 | 0.00% | −171−95.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 11 | $279 | 0.00% | +11 | New |
| NVWM, LLC | 15 | $381 | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 15 | $381 | 0.00% | +15 | New |
| HFM Investment Advisors, LLC | 15 | $381 | 0.00% | +15 | New |
| Quest 10 Wealth Builders, Inc. | 16 | $408 | 0.00% | +16 | New |
| Raleigh Capital Management Inc. | 17 | $431 | 0.00% | −504−96.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 18 | $457 | 0.00% | +18 | New |
| Wolff Wiese Magana LLC | 20 | $508 | 0.00% | +20 | New |
| Carolinas Wealth Consulting LLC | 22 | $558 | 0.00% | +10+83.3% | Added |
| Winnow Wealth LLC | 25 | $621 | 0.00% | +8+47.1% | Added |
| Bare Financial Services, Inc | 25 | $634 | 0.00% | +25 | New |
| CNB Bank | 26 | $660 | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 27 | $685 | 0.00% | −3−10.0% | Reduced |
| FSA Wealth Management LLC | 30 | $761 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 30 | $762 | 0.00% | −20−40.0% | Reduced |
| Salem Investment Counselors Inc | 32 | $812 | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 33 | $837 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 33 | $848 | 0.00% | −150−82.0% | Reduced |
| Anchor Investment Management, LLC | 36 | $913 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 38 | $975 | 0.00% | −53−58.2% | Reduced |
| Clark Wealth Partners | 40 | $1.01K | 0.00% | −20−33.3% | Reduced |
| Evelyn Partners Asset Management Ltd | 44 | $1.12K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 50 | $1.27K | 0.00% | −18−26.5% | Reduced |
| Carolina Wealth Advisors, LLC | 50 | $1.27K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 53 | $1.36K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 54 | $1.37K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 55 | $1.40K | 0.00% | +55 | New |
| S&T Bank | 58 | $1.47K | 0.00% | +58 | New |
| N.E.W. Advisory Services LLC | 60 | $1.52K | 0.00% | +60 | New |
| Global Financial Private Client, LLC | 68 | $1.73K | 0.00% | +45+195.7% | Added |
| Mattson Financial Services, LLC | 73 | $1.85K | 0.00% | −941−92.8% | Reduced |
| Capital A Wealth Management, LLC | 74 | $1.88K | 0.00% | −21−22.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 77 | $1.95K | 0.00% | −16−17.2% | Reduced |
| Oakworth Capital, Inc. | 77 | $1.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 65 | $2.00K | 0.00% | −154−70.3% | Reduced |
| Hughes Financial Services, LLC | 80 | $2.04K | 0.00% | +80 | New |
| Smallwood Wealth Investment Management, LLC | 85 | $2.17K | 0.00% | +85 | New |
| Abound Wealth Management | 88 | $2.23K | 0.00% | −6−6.4% | Reduced |
| Cornerstone Planning Group LLC | 116 | $2.39K | 0.00% | +98+544.4% | Added |
| Fortitude Family Office, LLC | 98 | $2.49K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 100 | $2.54K | 0.00% | −50−33.3% | Reduced |
| Albion Financial Group | 100 | $2.54K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 100 | $2.54K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $2.54K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 101 | $2.56K | 0.00% | +101 | New |
| Iron Horse Wealth Management, LLC | 102 | $2.59K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 104 | $2.64K | 0.00% | −248−70.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 105 | $2.66K | 0.01% | −15−12.5% | Reduced |
| Main Street Group, LTD | 108 | $2.74K | 0.00% | +1+0.9% | Added |
| SOA Wealth Advisors, LLC. | 110 | $2.79K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 114 | $2.89K | 0.00% | −2,392−95.5% | Reduced |
| Anfield Capital Management, LLC | 115 | $2.92K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 116 | $2.93K | 0.01% | −770−86.9% | Reduced |
| Roble, Belko & Company, Inc | 134 | $3.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 120 | $3.04K | 0.00% | −308−72.0% | Reduced |
| Vision Financial Markets LLC | 121 | $3.08K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 122 | $3.10K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 125 | $3.17K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 130 | $3.30K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 138 | $3.50K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 148 | $3.76K | 0.00% | +70+89.7% | Added |
| Sandy Spring Bank | 150 | $3.81K | 0.00% | −50−25.0% | Reduced |
| Richardson Financial Services Inc. | 155 | $3.93K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 182 | $4.00K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 160 | $4.06K | 0.00% | 00.0% | Unchanged |
| Motco | 160 | $4.06K | 0.00% | +160 | New |
| Moisand Fitzgerald Tamayo, LLC | 160 | $4.06K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 162 | $4.11K | 0.00% | +162 | New |
| Millstone Evans Group, LLC | 165 | $4.19K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 167 | $4.24K | 0.00% | +101+153.0% | Added |
| Whipplewood Advisors, LLC | 83 | $4.34K | 0.00% | −136−62.1% | Reduced |
| Dunhill Financial, LLC | 175 | $4.45K | 0.00% | +26+17.4% | Added |
| Westend Capital Management, LLC | 177 | $4.49K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 180 | $4.57K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 182 | $4.62K | 0.00% | −20−9.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 185 | $4.69K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 197 | $5.00K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 200 | $5.07K | 0.00% | −672−77.1% | Reduced |
| High Note Wealth, LLC | 200 | $5.07K | 0.00% | −298−59.8% | Reduced |
| Game Plan Financial Advisors, LLC | 200 | $5.07K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 200 | $5.07K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $5.07K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 203 | $5.15K | 0.00% | −167−45.1% | Reduced |
| Bangor Savings Bank | 208 | $5.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 220 | $5.58K | 0.00% | +22+11.1% | Added |
| Kozak & Associates, Inc. | 265 | $5.64K | 0.00% | +1+0.4% | Added |
| Tompkins Financial Corp | 228 | $5.78K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 245 | $6.22K | 0.00% | +62+33.9% | Added |
| FSC Wealth Advisors, LLC | 248 | $6.29K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 250 | $6.34K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 262 | $6.65K | 0.00% | +58+28.4% | Added |
| Greenline Partners, LLC | 269 | $6.83K | 0.00% | +269 | New |