| ZRC Wealth Management, LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $12 | 0.00% | 0 | New |
| NewSquare Capital LLC | 2 | $451 | 0.00% | −11−84.6% | Reduced |
| WestEnd Advisors, LLC | 2 | $451 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2 | $451 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $451 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $672 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $787 | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $903 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $1.13K | 0.00% | +5 | New |
| Eagle Bay Advisors LLC | 7 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 7 | $1.58K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 7 | $1.60K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 8 | $1.80K | 0.00% | −7−46.7% | Reduced |
| Colonial Trust Co | 9 | $1.99K | 0.00% | +9 | New |
| Roble, Belko & Company, Inc | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 9 | $2.03K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 10 | $2.26K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 10 | $2.27K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 11 | $2.48K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 13 | $3.00K | 0.00% | +13 | New |
| Laffer Tengler Investments | 14 | $3.16K | 0.00% | +14 | New |
| JNBA Financial Advisors | 14 | $3.16K | 0.00% | −16−53.3% | Reduced |
| Rockbridge Investment Management, LCC | 15 | $3.39K | 0.00% | +15 | New |
| West Branch Capital LLC | 15 | $3.40K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $3.61K | 0.00% | +2+14.3% | Added |
| Aspect Partners, LLC | 16 | $3.61K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $3.83K | 0.00% | +17 | New |
| Lowe Wealth Advisors, LLC | 18 | $4.06K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 19 | $4.28K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $4.51K | 0.00% | −1−4.8% | Reduced |
| Semmax Financial Advisors Inc. | 20 | $4.70K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 21 | $4.74K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 22 | $4.96K | 0.00% | +22 | New |
| Capital Advisors, Ltd. LLC | 21 | $5.00K | 0.00% | +9+75.0% | Added |
| Long Island Wealth Management, Inc. | 23 | $5.00K | 0.00% | +23 | New |
| Byrne Asset Management LLC | 25 | $5.61K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 26 | $5.86K | 0.00% | −16−38.1% | Reduced |
| Creative Financial Designs Inc | 30 | $6.76K | 0.00% | +30 | New |
| RFP Financial Group LLC | 31 | $6.99K | 0.00% | +31 | New |
| Coston, McIsaac & Partners | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 32 | $7.22K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 33 | $7.44K | 0.00% | −31−48.4% | Reduced |
| TFC Financial Management | 33 | $7.51K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 34 | $7.67K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 35 | $7.89K | 0.00% | −5−12.5% | Reduced |
| Tortoise Investment Management, LLC | 35 | $7.95K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 36 | $8.00K | 0.00% | −4−10.0% | Reduced |
| Plato Investment Management Ltd | 37 | $8.34K | 0.01% | +37 | New |
| Fortitude Family Office, LLC | 37 | $8.34K | 0.01% | +37 | New |
| Robbins Farley LLC | 38 | $8.57K | 0.01% | −14−26.9% | Reduced |
| Planning Capital Management Corp | 39 | $8.79K | 0.01% | +39 | New |
| ICA Group Wealth Management, LLC | 40 | $8.92K | 0.00% | +40 | New |
| Tennessee Valley Asset Management Partners | 43 | $9.67K | 0.00% | +43 | New |
| Assetmark, Inc | 44 | $9.95K | 0.00% | +41+1,366.7% | Added |
| Bangor Savings Bank | 45 | $10.1K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 46 | $10.4K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 49 | $11.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 49 | $11.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 49 | $11.1K | 0.00% | +2+4.3% | Added |
| Piscataqua Savings Bank | 50 | $11.3K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 50 | $11.3K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $11.3K | 0.00% | +50 | New |
| Cornerstone Planning Group LLC | 50 | $11.3K | 0.00% | −5−9.1% | Reduced |
| REAP Financial Group, LLC | 51 | $11.5K | 0.00% | +51 | New |
| JJJ Advisors Inc. | 53 | $12.0K | 0.00% | +3+6.0% | Added |
| Criterion Capital Advisors, LLC | 54 | $12.2K | 0.01% | +54 | New |
| Beacon Capital Management, LLC | 64 | $12.6K | 0.00% | +1+1.6% | Added |
| Pacific Center for Financial Services | 56 | $12.6K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 58 | $13.1K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 59 | $13.3K | 0.00% | +2+3.5% | Added |
| BKM Wealth Management, LLC | 60 | $13.5K | 0.01% | +60 | New |
| TCTC Holdings, LLC | 60 | $13.5K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 60 | $13.6K | 0.00% | +38+172.7% | Added |
| Raffa Wealth Management, LLC | 63 | $14.2K | 0.00% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 63 | $14.2K | 0.00% | +63 | New |
| FSC Wealth Advisors, LLC | 64 | $14.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 65 | $14.7K | 0.01% | −13−16.7% | Reduced |
| AlphaMark Advisors, LLC | 67 | $15.0K | 0.01% | +1+1.5% | Added |
| Princeton Global Asset Management LLC | 68 | $15.3K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 72 | $16.0K | 0.01% | +72 | New |
| Adirondack Trust Co | 65 | $16.2K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 80 | $18.0K | 0.00% | +80 | New |
| Old Second National Bank of Aurora | 83 | $18.7K | 0.01% | −166−66.7% | Reduced |
| Rakuten Securities, Inc. | 84 | $18.9K | 0.01% | +84 | New |
| Naples Money Management LLC | 85 | $19.2K | 0.02% | +85 | New |
| Frank, Rimerman Advisors LLC | 86 | $19.4K | 0.00% | +86 | New |
| American Capital Advisory, LLC | 86 | $19.4K | 0.01% | +86 | New |
| Pacifica Partners Inc. | 100 | $20.3K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 90 | $20.3K | 0.01% | +90 | New |
| Scarborough Advisors, LLC | 91 | $20.6K | 0.00% | +91 | New |
| Oliver Lagore Vanvalin Investment Group | 93 | $21.0K | 0.01% | −180−65.9% | Reduced |
| Financial Management Professionals, Inc. | 93 | $21.0K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 92 | $21.0K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 95 | $21.4K | 0.01% | −230−70.8% | Reduced |
| Venturi Wealth Management, LLC | 96 | $21.6K | 0.00% | +20+26.3% | Added |
| GW&K Investment Management, LLC | 96 | $22.0K | 0.00% | +11+12.9% | Added |
| SOA Wealth Advisors, LLC. | 98 | $22.1K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 99 | $22.4K | 0.00% | −117−54.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 100 | $22.6K | 0.00% | −200−66.7% | Reduced |