| True Wealth Design, LLC | 2 | $435 | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 2 | $579 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $580 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2 | $606 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $869 | 0.00% | +3 | New |
| Clear Investment Research, LLC | 3 | $869 | 0.00% | +3 | New |
| Hazlett, Burt & Watson, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 4 | $1.16K | 0.00% | +4 | New |
| ZRC Wealth Management, LLC | 4 | $1.16K | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 4 | $1.16K | 0.00% | +4 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $1.67K | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 7 | $2.03K | 0.00% | +7 | New |
| Pineridge Advisors LLC | 7 | $2.03K | 0.00% | +7 | New |
| Creekmur Asset Management LLC | 8 | $2.32K | 0.00% | −12−60.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $2.32K | 0.00% | +8 | New |
| Tanglewood Legacy Advisors, LLC | 9 | $2.61K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $2.90K | 0.00% | −66,130−100.0% | Reduced |
| Concord Wealth Partners | 10 | $2.90K | 0.00% | −74−88.1% | Reduced |
| MPWM Advisory Solutions, LLC | 10 | $2.90K | 0.00% | +10 | New |
| Migdal Insurance & Financial Holdings Ltd. | 10 | $3.00K | 0.00% | −48−82.8% | Reduced |
| Bruce G. Allen Investments, LLC | 12 | $3.48K | 0.00% | +12 | New |
| Capital A Wealth Management, LLC | 12 | $3.48K | 0.01% | +12 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 13 | $4.00K | 0.00% | +13 | New |
| CBIZ Investment Advisory Services, LLC | 14 | $4.05K | 0.00% | +14 | New |
| Sugarloaf Wealth Management, LLC | 15 | $4.32K | 0.00% | +15 | New |
| Trust Co of Vermont | 15 | $4.34K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 15 | $4.54K | 0.00% | −105−87.5% | Reduced |
| Venturi Wealth Management, LLC | 16 | $4.63K | 0.00% | +16 | New |
| Byrne Asset Management LLC | 16 | $4.63K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 17 | $4.92K | 0.00% | −13−43.3% | Reduced |
| American Capital Advisory, LLC | 17 | $4.92K | 0.00% | +17 | New |
| BankPlus Trust Department | 17 | $4.92K | 0.00% | +17 | New |
| Rialto Wealth Management, LLC | 18 | $5.21K | 0.00% | +18 | New |
| Brown Brothers Harriman & Co | 20 | $5.79K | 0.00% | +20 | New |
| Sound Income Strategies, LLC | 20 | $5.79K | 0.00% | +20 | New |
| Compass Planning Associates Inc | 20 | $5.79K | 0.01% | +20 | New |
| Fourth Dimension Wealth, LLC | 20 | $5.79K | 0.00% | +20 | New |
| Roble, Belko & Company, Inc | 20 | $6.00K | 0.00% | +10+100.0% | Added |
| Sachetta, LLC | 22 | $6.37K | 0.00% | +22 | New |
| Quent Capital, LLC | 23 | $6.66K | 0.00% | +3+15.0% | Added |
| Chilton Capital Management LLC | 24 | $6.95K | 0.00% | +24 | New |
| Minot DeBlois Advisors LLC | 25 | $7.24K | 0.01% | +25 | New |
| Princeton Global Asset Management LLC | 25 | $7.24K | 0.00% | +25 | New |
| Delos Wealth Advisors, LLC | 25 | $7.24K | 0.01% | +25 | New |
| New Wave Wealth Advisors LLC | 25 | $7.24K | 0.00% | +25 | New |
| Pinney & Scofield, Inc. | 25 | $7.24K | 0.01% | +25 | New |
| Addison Advisors LLC | 25 | $7.24K | 0.00% | −15−37.5% | Reduced |
| Avion Wealth | 31 | $8.00K | 0.00% | +8+34.8% | Added |
| UMA Financial Services, Inc. | 29 | $8.40K | 0.00% | +29 | New |
| Delta Asset Management LLC | 30 | $8.69K | 0.00% | +30 | New |
| PFG Private Wealth Management, LLC | 30 | $8.69K | 0.00% | +30 | New |
| City State Bank | 30 | $8.69K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 31 | $8.98K | 0.00% | +10+47.6% | Added |
| Tradewinds Capital Management, LLC | 32 | $9.27K | 0.00% | −138−81.2% | Reduced |
| Cape Investment Advisory, Inc. | 32 | $9.27K | 0.00% | +2+6.7% | Added |
| Pathway Financial Advisers, LLC | 33 | $9.56K | 0.00% | +33 | New |
| First PREMIER Bank | 34 | $10.0K | 0.00% | +34 | New |
| Asset Dedication, LLC | 37 | $10.7K | 0.00% | +11+42.3% | Added |
| Albion Financial Group | 37 | $10.7K | 0.00% | +37 | New |
| Runnymede Capital Advisors, Inc. | 37 | $10.7K | 0.01% | +37 | New |
| Highline Wealth Partners LLC | 38 | $11.0K | 0.00% | +8+26.7% | Added |
| Crewe Advisors LLC | 38 | $11.0K | 0.00% | +38 | New |
| Hemington Wealth Management | 44 | $12.0K | 0.00% | +12+37.5% | Added |
| Berbice Capital Management LLC | 45 | $13.0K | 0.01% | +45 | New |
| Assetmark, Inc | 47 | $13.6K | 0.00% | +37+370.0% | Added |
| Frazier Financial Advisors, LLC | 45 | $13.6K | 0.01% | +45 | New |
| AllSquare Wealth Management LLC | 50 | $14.5K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 50 | $14.5K | 0.00% | 00.0% | Unchanged |
| Trust Co | 50 | $14.5K | 0.00% | +10+25.0% | Added |
| Millstone Evans Group, LLC | 50 | $14.5K | 0.01% | +50 | New |
| CarsonAllaria Wealth Management, Ltd. | 53 | $15.3K | 0.01% | −47−47.0% | Reduced |
| Sierra Ocean, LLC | 53 | $15.3K | 0.01% | +53 | New |
| HM Payson & Co | 55 | $15.9K | 0.00% | −45−45.0% | Reduced |
| Transce3nd, LLC | 58 | $16.8K | 0.01% | +58 | New |
| Quarry LP | 60 | $17.4K | 0.00% | −341−85.0% | Reduced |
| Painted Porch Advisors LLC | 60 | $17.4K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 61 | $17.7K | 0.00% | −45−42.5% | Reduced |
| Medallion Wealth Advisors, LLC | 64 | $18.5K | 0.01% | +64 | New |
| Plante Moran Financial Advisors, LLC | 69 | $20.0K | 0.00% | +29+72.5% | Added |
| Caption Management, LLC | 69 | $20.0K | 0.00% | +69 | New |
| Global Wealth Strategies & Associates | 70 | $20.3K | 0.01% | +70 | New |
| Aspetuck Financial Management LLC | 70 | $20.3K | 0.02% | +70 | New |
| Montag A & Associates Inc | 70 | $20.3K | 0.00% | +70 | New |
| MV Capital Management, Inc. | 73 | $21.1K | 0.00% | +14+23.7% | Added |
| ORG Partners LLC | 75 | $21.7K | 0.00% | +75 | New |
| Colonial Trust Advisors | 80 | $23.2K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 80 | $23.2K | 0.00% | +40+100.0% | Added |
| Tucker Asset Management LLC | 83 | $24.0K | 0.00% | +83 | New |
| Quadrant Capital Group LLC | 86 | $24.9K | 0.00% | +77+855.6% | Added |
| Riverview Trust Co | 87 | $25.2K | 0.02% | +87 | New |
| IAG Wealth Partners, LLC | 87 | $25.2K | 0.00% | +87 | New |
| Dunhill Financial, LLC | 89 | $25.7K | 0.01% | +89 | New |
| Fortitude Family Office, LLC | 90 | $26.1K | 0.01% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 92 | $26.6K | 0.03% | +82+820.0% | Added |
| Proequities, Inc. | 72 | $27.2K | 0.00% | +68+1,700.0% | Added |
| Parkside Financial Bank & Trust | 94 | $27.2K | 0.00% | +76+422.2% | Added |
| Aspect Partners, LLC | 97 | $28.1K | 0.02% | +97 | New |
| Avondale Wealth Management | 100 | $29.0K | 0.02% | −300−75.0% | Reduced |
| Umb Bank N A | 100 | $29.0K | 0.00% | −50−33.3% | Reduced |
| Mather Group, LLC. | 100 | $29.0K | 0.00% | 00.0% | Unchanged |
