| Abich Financial Wealth Management LLC | 4 | $261 | 0.00% | +4 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $327 | 0.00% | −87−94.6% | Reduced |
| Tfo-TDC, LLC | 7 | $457 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 7 | $457 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 7 | $460 | 0.00% | +7 | New |
| Lowe Wealth Advisors, LLC | 9 | $588 | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 9 | $588 | 0.00% | +9 | New |
| ZRC Wealth Management, LLC | 10 | $654 | 0.00% | +10 | New |
| Retirement Group, LLC | 13 | $849 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $915 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 14 | $920 | 0.00% | +14 | New |
| True Wealth Design, LLC | 15 | $980 | 0.00% | +7+87.5% | Added |
| Creekmur Asset Management LLC | 15 | $980 | 0.00% | +15 | New |
| Asset Dedication, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $1.00K | 0.00% | −1−11.1% | Reduced |
| City State Bank | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 20 | $1.30K | 0.00% | +20 | New |
| Cherry Tree Wealth Management, LLC | 21 | $1.37K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 21 | $1.37K | 0.00% | +21 | New |
| Kelly Lawrence W & Associates Inc | 23 | $1.50K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 23 | $1.50K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 25 | $1.63K | 0.00% | −367−93.6% | Reduced |
| Caitlin John, LLC | 26 | $1.68K | 0.00% | −37−58.7% | Reduced |
| Core Alternative Capital | 30 | $1.96K | 0.00% | −212−87.6% | Reduced |
| Planning Capital Management Corp | 31 | $2.02K | 0.00% | +31 | New |
| St. Johns Investment Management Company, LLC | 33 | $2.16K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 35 | $2.35K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 36 | $2.35K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 36 | $2.35K | 0.00% | +9+33.3% | Added |
| Fortis Group Advisors, LLC | 37 | $2.42K | 0.00% | −37−50.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 40 | $2.61K | 0.00% | +40 | New |
| Bay Harbor Wealth Management, LLC | 41 | $2.68K | 0.00% | +41 | New |
| Red Tortoise LLC | 43 | $2.81K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 43 | $2.81K | 0.00% | +43 | New |
| Fairman Group, LLC | 43 | $2.83K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 44 | $2.88K | 0.00% | −46−51.1% | Reduced |
| Frank, Rimerman Advisors LLC | 47 | $3.07K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 48 | $3.15K | 0.00% | +48 | New |
| Richard W. Paul & Associates, LLC | 50 | $3.27K | 0.00% | −2,563−98.1% | Reduced |
| Birchbrook, Inc. | 50 | $3.27K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 51 | $3.34K | 0.00% | +8+18.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 52 | $3.40K | 0.00% | −12−18.8% | Reduced |
| FinTrust Capital Advisors, LLC | 52 | $3.40K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 54 | $3.53K | 0.00% | −11−16.9% | Reduced |
| Pineridge Advisors LLC | 55 | $3.59K | 0.00% | +55 | New |
| Proffitt & Goodson Inc | 56 | $3.66K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 63 | $4.12K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 64 | $4.18K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 69 | $4.51K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 70 | $4.57K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 73 | $4.77K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 75 | $4.90K | 0.01% | +75 | New |
| Pin Oak Investment Advisors Inc | 81 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 77 | $5.03K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 81 | $5.29K | 0.00% | +81 | New |
| Abound Wealth Management | 82 | $5.36K | 0.00% | −1−1.2% | Reduced |
| Aspire Private Capital, LLC | 83 | $5.42K | 0.00% | −23−21.7% | Reduced |
| First Personal Financial Services | 83 | $5.42K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 85 | $5.55K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 86 | $5.61K | 0.00% | +7+8.9% | Added |
| Mascoma Wealth Management LLC | 87 | $5.68K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 90 | $5.88K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 90 | $5.88K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 95 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 91 | $6.00K | 0.00% | +26+40.0% | Added |
| Motco | 92 | $6.01K | 0.00% | +92 | New |
| Montag A & Associates Inc | 94 | $6.17K | 0.00% | +94 | New |
| Missouri Trust & Investment Co | 100 | $6.53K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 104 | $6.79K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 106 | $6.92K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 126 | $8.20K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 130 | $8.62K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 133 | $8.69K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 133 | $8.69K | 0.00% | +23+20.9% | Added |
| Central Trust Co | 133 | $8.69K | 0.00% | +52+64.2% | Added |
| EnRich Financial Partners LLC | 133 | $8.69K | 0.00% | +133 | New |
| General Partner, Inc. | 138 | $9.01K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 141 | $9.21K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 142 | $9.28K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 145 | $9.47K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 147 | $9.60K | 0.00% | −6−3.9% | Reduced |
| Main Street Group, LTD | 148 | $9.68K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 149 | $9.70K | 0.01% | +1+0.7% | Added |
| Crewe Advisors LLC | 149 | $9.73K | 0.00% | +149 | New |
| American Capital Advisory, LLC | 167 | $10.1K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 155 | $10.1K | 0.00% | +155 | New |
| Bullock Wealth Management Group | 161 | $10.5K | 0.01% | +161 | New |
| CarsonAllaria Wealth Management, Ltd. | 161 | $10.6K | 0.01% | −15−8.5% | Reduced |
| SOA Wealth Advisors, LLC. | 162 | $10.6K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 167 | $10.6K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 162 | $10.6K | 0.00% | +162 | New |
| Thompson Investment Management, Inc. | 167 | $10.9K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 167 | $10.9K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 172 | $11.2K | 0.00% | −77−30.9% | Reduced |
| Citizens National Bank Trust Department | 175 | $11.4K | 0.00% | +175 | New |
| HighMark Wealth Management LLC | 148 | $11.6K | 0.01% | −29−16.4% | Reduced |
| REAP Financial Group, LLC | 183 | $12.0K | 0.00% | −1,086−85.6% | Reduced |
| Cornerstone Planning Group LLC | 196 | $12.2K | 0.00% | −142−42.0% | Reduced |
| Trifecta Capital Advisors, LLC | 193 | $12.6K | 0.00% | 00.0% | Unchanged |