| Lazard Asset Management LLC | 8 | $0 | 0.00% | +8 | New |
| Dogwood Wealth Management LLC | 1 | $31 | 0.00% | +1 | Added |
| Moisand Fitzgerald Tamayo, LLC | 10 | $287 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $287 | 0.00% | +5+100.0% | Added |
| Financial Network Wealth Advisors LLC | 14 | $401 | 0.00% | +14 | New |
| Rakuten Securities, Inc. | 15 | $430 | 0.00% | −665−97.8% | Reduced |
| Olistico Wealth, LLC | 20 | $573 | 0.00% | +20 | New |
| Financial Perspectives, Inc | 29 | $831 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 32 | $917 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 32 | $930 | 0.00% | +12+60.0% | Added |
| Opal Wealth Advisors, LLC | 33 | $947 | 0.00% | +33 | New |
| HBC Financial Services, PLLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 40 | $1.15K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 44 | $1.26K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 46 | $1.32K | 0.00% | +24+109.1% | Added |
| TFC Financial Management | 47 | $1.35K | 0.00% | 00.0% | Unchanged |
| Ossiam | 49 | $1.41K | 0.00% | −450−90.2% | Reduced |
| Sandy Spring Bank | 50 | $1.43K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 67 | $1.77K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 73 | $2.09K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 73 | $2.09K | 0.00% | +73 | New |
| Annapolis Financial Services, LLC | 73 | $2.10K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 77 | $2.21K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 79 | $2.27K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 82 | $2.35K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 83 | $2.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 88 | $2.52K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 90 | $2.58K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 98 | $2.81K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 98 | $2.81K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 100 | $2.87K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 100 | $2.87K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 100 | $2.87K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 101 | $2.89K | 0.00% | −25−19.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 104 | $2.98K | 0.00% | +104 | New |
| Householder Group Estate & Retirement Specialist, LLC | 126 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 93 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 107 | $3.07K | 0.00% | +48+81.4% | Added |
| DiNuzzo Private Wealth, Inc. | 109 | $3.13K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 110 | $3.14K | 0.00% | +110 | New |
| RFP Financial Group LLC | 110 | $3.15K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 112 | $3.21K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 118 | $3.38K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 124 | $3.56K | 0.00% | +40+47.6% | Added |
| Keener Financial Planning LLC | 163 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 144 | $4.13K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 144 | $4.13K | 0.00% | +144 | New |
| City Holding Co | 147 | $4.21K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 148 | $4.26K | 0.00% | +148 | New |
| Sound Income Strategies, LLC | 150 | $4.30K | 0.00% | −254−62.9% | Reduced |
| Bogart Wealth, LLC | 150 | $4.30K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 150 | $4.30K | 0.00% | +76+102.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 158 | $4.53K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 165 | $4.73K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 173 | $4.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 176 | $5.00K | 0.00% | +75+74.3% | Added |
| MCF Advisors LLC | 178 | $5.10K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $5.61K | 0.00% | +200 | New |
| Cullen/Frost Bankers, Inc. | 199 | $5.71K | 0.00% | +199 | New |
| Independence Bank of Kentucky | 200 | $5.73K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $5.73K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $5.73K | 0.00% | +100+100.0% | Added |
| Private Wealth Management Group, LLC | 201 | $5.76K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 202 | $5.80K | 0.00% | +1+0.5% | Added |
| Frazier Financial Advisors, LLC | 206 | $5.91K | 0.00% | +206 | New |
| Capital Analysts, LLC | 214 | $6.00K | 0.00% | +14+7.0% | Added |
| Cape Investment Advisory, Inc. | 212 | $6.08K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 214 | $6.13K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 214 | $6.13K | 0.00% | +204+2,040.0% | Added |
| SWAN Capital LLC | 217 | $6.22K | 0.00% | +217 | New |
| Dakota Community Bank & Trust NA | 222 | $6.37K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 228 | $6.53K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 241 | $7.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 246 | $7.00K | 0.00% | +36+17.1% | Added |
| AlphaMark Advisors, LLC | 230 | $7.00K | 0.00% | +97+72.9% | Added |
| Cassady Schiller Wealth Management, LLC | 250 | $7.17K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 258 | $7.40K | 0.00% | +149+136.7% | Added |
| North Star Investment Management Corp. | 270 | $7.75K | 0.00% | −9−3.2% | Reduced |
| City State Bank | 271 | $7.77K | 0.00% | −4,032−93.7% | Reduced |
| Archer Investment Corp | 280 | $8.03K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 287 | $8.14K | 0.00% | +287 | New |
| Edmond de Rothschild Holding S.A. | 286 | $8.20K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 296 | $8.49K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 300 | $8.60K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 300 | $8.60K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 307 | $8.80K | 0.00% | +5+1.7% | Added |
| Bruce G. Allen Investments, LLC | 317 | $9.09K | 0.01% | +5+1.6% | Added |
| REAP Financial Group, LLC | 334 | $9.59K | 0.00% | −20−5.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 337 | $9.66K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 332 | $10.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 355 | $10.0K | 0.00% | +122+52.4% | Added |
| Fortitude Family Office, LLC | 352 | $10.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 376 | $10.8K | 0.00% | +254+208.2% | Added |
| Prestige Wealth Management Group LLC | 380 | $10.9K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 390 | $11.2K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 394 | $11.3K | 0.00% | +394 | New |
| Gables Capital Management Inc. | 400 | $11.5K | 0.01% | +400 | New |
| Arlington Trust Co LLC | 402 | $11.5K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 429 | $12.3K | 0.00% | +1+0.2% | Added |
| Register Financial Advisors LLC | 444 | $12.7K | 0.01% | 00.0% | Unchanged |