| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $103 | 0.00% | −1−50.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $103 | 0.00% | −1−50.0% | Reduced |
| NorthAvenue LLC | 1 | $103 | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 1 | $103 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $103 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 2 | $206 | 0.00% | −74−97.4% | Reduced |
| Asset Dedication, LLC | 2 | $206 | 0.00% | +1+100.0% | Added |
| Valley National Advisers Inc | 2 | $206 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $206 | 0.00% | +2 | New |
| Highland Investment Advisors LLC | 2 | $206 | 0.00% | +2 | New |
| SHP Wealth Management | 2 | $222 | 0.00% | −277−99.3% | Reduced |
| Fideuram Asset Management (Ireland) dac | 2 | $275 | 0.00% | +2 | New |
| Colonial Trust Co | 3 | $309 | 0.00% | −1−25.0% | Reduced |
| Motco | 3 | $309 | 0.00% | +3 | New |
| BOK Financial Private Wealth, Inc. | 3 | $309 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 3 | $309 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 4 | $413 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 4 | $422 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 5 | $515 | 0.00% | −3−37.5% | Reduced |
| American Capital Advisory, LLC | 5 | $515 | 0.00% | +1+25.0% | Added |
| IMG Wealth Management, Inc. | 5 | $515 | 0.00% | +5 | New |
| Tounjian Advisory Partners, LLC | 5 | $515 | 0.00% | +5 | New |
| Planning Strategies Inc. | 5 | $515 | 0.00% | +5 | New |
| Nemes Rush Group LLC | 6 | $618 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 6 | $620 | 0.00% | +3+100.0% | Added |
| Principia Wealth Advisory, LLC | 7 | $721 | 0.00% | −593−98.8% | Reduced |
| St. Johns Investment Management Company, LLC | 7 | $721 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 7 | $721 | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 8 | $824 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 8 | $824 | 0.00% | +1+14.3% | Added |
| LRI Investments, LLC | 8 | $824 | 0.00% | +8 | New |
| Toth Financial Advisory Corp | 8 | $830 | 0.00% | −46−85.2% | Reduced |
| Financial Management Professionals, Inc. | 9 | $927 | 0.00% | −48−84.2% | Reduced |
| Avion Wealth | 15 | $1.00K | 0.00% | +3+25.0% | Added |
| Highline Wealth Partners LLC | 10 | $1.03K | 0.00% | −8−44.4% | Reduced |
| Financial Avengers, Inc. | 10 | $1.04K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $1.13K | 0.00% | −2−15.4% | Reduced |
| Millstone Evans Group, LLC | 11 | $1.13K | 0.00% | +6+120.0% | Added |
| Crewe Advisors LLC | 11 | $1.13K | 0.00% | +11 | New |
| Abound Wealth Management | 11 | $1.14K | 0.00% | −107−90.7% | Reduced |
| Allied Private Wealth LLC | 12 | $1.29K | 0.00% | +12 | New |
| Sachetta, LLC | 13 | $1.34K | 0.00% | −5−27.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $1.34K | 0.00% | −2−13.3% | Reduced |
| Continuum Advisory, LLC | 13 | $1.34K | 0.00% | +13 | New |
| Torren Management, LLC | 13 | $1.37K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 14 | $1.44K | 0.00% | +14 | New |
| Retirement Wealth Solutions LLC | 15 | $1.54K | 0.00% | −4−21.1% | Reduced |
| Benson Wealth Management INC | 15 | $1.54K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 16 | $1.65K | 0.00% | +7+77.8% | Added |
| Hughes Financial Services, LLC | 17 | $1.75K | 0.00% | −750−97.8% | Reduced |
| IMA Wealth, Inc. | 17 | $1.75K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 18 | $1.85K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 18 | $1.85K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 18 | $1.85K | 0.00% | +18 | New |
| Sunrise Financial Services, LLC | 19 | $1.96K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $2.05K | 0.00% | −3−13.6% | Reduced |
| Webster Bank, N. A. | 20 | $2.06K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $2.16K | 0.00% | −22−51.2% | Reduced |
| Pacifica Partners Inc. | 20 | $2.18K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 22 | $2.27K | 0.00% | −2,726−99.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 22 | $2.27K | 0.00% | +6+37.5% | Added |
| UMA Financial Services, Inc. | 24 | $2.47K | 0.00% | +19+380.0% | Added |
| Manning & Napier Advisors LLC | 25 | $2.51K | 0.00% | +25 | New |
| Hurley Capital, LLC | 25 | $2.57K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $2.78K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 27 | $2.78K | 0.00% | +16+145.5% | Added |
| Creative Capital Management Investments LLC | 28 | $2.88K | 0.00% | +28 | New |
| Clear Street Markets LLC | 29 | $2.99K | 0.00% | +8+38.1% | Added |
| Bartlett & Co. Wealth Management LLC | 29 | $2.99K | 0.00% | +11+61.1% | Added |
| CGC Financial Services, LLC | 32 | $3.29K | 0.00% | −33−50.8% | Reduced |
| Commonwealth Retirement Investments LLC | 32 | $3.29K | 0.00% | +32 | New |
| JDM Financial Group LLC | 33 | $3.40K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 35 | $3.60K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 38 | $3.91K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 41 | $4.00K | 0.00% | +33+412.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 41 | $4.22K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 41 | $4.22K | 0.00% | +15+57.7% | Added |
| Silver Grove Financial Group, Inc. | 41 | $4.22K | 0.00% | +41 | New |
| Westside Investment Management, Inc. | 47 | $4.84K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 47 | $4.84K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 48 | $4.98K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 49 | $5.04K | 0.00% | +49 | New |
| TFC Financial Management | 50 | $5.15K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 51 | $5.25K | 0.00% | −926−94.8% | Reduced |
| LifeSteps Financial, Inc. | 54 | $5.56K | 0.00% | +54 | New |
| Bruce G. Allen Investments, LLC | 57 | $5.87K | 0.00% | +19+50.0% | Added |
| Strategic Investment Solutions, Inc. | 65 | $6.69K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 66 | $6.80K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 71 | $7.31K | 0.00% | −2,449−97.2% | Reduced |
| Meeder Asset Management Inc | 71 | $7.31K | 0.00% | +14+24.6% | Added |
| CoreCap Advisors, LLC | 72 | $7.41K | 0.00% | −3−4.0% | Reduced |
| 1015 Capital Partners, LLC | 74 | $7.62K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 76 | $7.83K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 76 | $7.86K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 78 | $8.03K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 74 | $8.04K | 0.00% | +2+2.8% | Added |
| Entrust Financial LLC | 79 | $8.13K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 81 | $8.37K | 0.00% | +41+102.5% | Added |