| Moisand Fitzgerald Tamayo, LLC | 62 | $888 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 59 | $857 | 0.00% | +59 | New |
| 1832 Asset Management L.P. | 59 | $851 | 0.00% | −25−29.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 59 | $851 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 58 | $836 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 57 | $822 | 0.00% | +5+9.6% | Added |
| Carolinas Wealth Consulting LLC | 566 | $794 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 54 | $779 | 0.00% | +11+25.6% | Added |
| ICA Group Wealth Management, LLC | 53 | $771 | 0.00% | +53 | New |
| South State Corp. | 52 | $750 | 0.00% | −150−74.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 51 | $736 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 51 | $736 | 0.00% | +51 | New |
| Mark Sheptoff Financial Planning, LLC | 51 | $735 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 50 | $721 | 0.00% | −220−81.5% | Reduced |
| Annapolis Financial Services, LLC | 50 | $721 | 0.00% | −99−66.4% | Reduced |
| Orion Capital Management LLC | 50 | $721 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 50 | $718 | 0.00% | −38−43.2% | Reduced |
| First Personal Financial Services | 49 | $707 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 49 | $704 | 0.00% | +1+2.1% | Added |
| Toth Financial Advisory Corp | 46 | $664 | 0.00% | −3−6.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 45 | $649 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 43 | $620 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 43 | $617 | 0.00% | +1+2.4% | Added |
| Horizons Wealth Management | 42 | $606 | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 42 | $606 | 0.00% | +42 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 42 | $605 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 40 | $577 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 38 | $548 | 0.00% | −7−15.6% | Reduced |
| Tucker Asset Management LLC | 36 | $519 | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 36 | $516 | 0.00% | +1+2.9% | Added |
| Creative Capital Management Investments LLC | 35 | $505 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 35 | $505 | 0.00% | +1+2.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 35 | $504 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 34 | $490 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 33 | $479 | 0.00% | −194−85.5% | Reduced |
| Atlantic Trust, LLC | 32 | $462 | 0.00% | −103−76.3% | Reduced |
| Emfo, LLC | 32 | $462 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 31 | $447 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 30 | $433 | 0.00% | −9−23.1% | Reduced |
| Armstrong Advisory Group, Inc | 30 | $433 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 30 | $433 | 0.00% | +30 | New |
| PSI Advisors, LLC | 30 | $425 | 0.00% | −7−18.9% | Reduced |
| Provenance Wealth Advisors, LLC | 29 | $418 | 0.00% | +6+26.1% | Added |
| Macroview Investment Management LLC | 28 | $404 | 0.00% | −283−91.0% | Reduced |
| Arlington Trust Co LLC | 28 | $404 | 0.00% | +24+600.0% | Added |
| IAG Wealth Partners, LLC | 28 | $404 | 0.00% | +28 | New |
| Clear Point Advisors Inc. | 28 | $403 | 0.00% | +28 | New |
| Tidemark, LLC | 27 | $389 | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 25 | $361 | 0.00% | +1+4.2% | Added |
| Cornerstone Planning Group LLC | 24 | $351 | 0.00% | −16−40.0% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 24 | $346 | 0.00% | +24 | New |
| Strategic Investment Solutions, Inc. | 23 | $336 | 0.00% | −1,426−98.4% | Reduced |
| Rockbridge Investment Management, LCC | 23 | $336 | 0.00% | +23 | New |
| Level Financial Advisors, Inc. | 22 | $317 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 21 | $303 | 0.00% | −264−92.6% | Reduced |
| Rosenberg Matthew Hamilton | 21 | $303 | 0.00% | −39−65.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 21 | $303 | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 21 | $303 | 0.00% | +21 | New |
| Ruedi Wealth Management, Inc. | 20 | $288 | 0.00% | −11−35.5% | Reduced |
| Jones Financial Companies LLLP | 20 | $288 | 0.00% | +20 | New |
| Aspect Partners, LLC | 20 | $288 | 0.00% | +20 | New |
| Dunhill Financial, LLC | 19 | $279 | 0.00% | +19 | New |
| Dogwood Wealth Management LLC | 19 | $279 | 0.00% | +19 | New |
| EdgeRock Capital LLC | 16 | $266 | 0.00% | +16 | New |
| Scarborough Advisors, LLC | 18 | $260 | 0.00% | +18 | New |
| Pacifica Partners Inc. | 23 | $255 | 0.00% | −30−56.6% | Reduced |
| Arrow Financial Corp | 17 | $245 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 17 | $242 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 16 | $232 | 0.00% | +16 | New |
| Bogart Wealth, LLC | 15 | $218 | 0.00% | −48−76.2% | Reduced |
| Mendota Financial Group, LLC | 14 | $202 | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 13 | $188 | 0.00% | +13 | New |
| Avalon Trust Co | 13 | $188 | 0.00% | +13 | New |
| Tennessee Valley Asset Management Partners | 13 | $188 | 0.00% | +13 | New |
| Western Pacific Wealth Management, LP | 12 | $173 | 0.00% | −21−63.6% | Reduced |
| Sofos Investments, Inc. | 12 | $173 | 0.00% | −216−94.7% | Reduced |
| Strengthening Families & Communities, LLC | 11 | $164 | 0.00% | 00.0% | Unchanged |
| Motco | 11 | $159 | 0.00% | −5−31.3% | Reduced |
| Retirement Group, LLC | 11 | $159 | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 11 | $159 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 10 | $146 | 0.00% | +10 | New |
| Centennial Bank | 11 | $144 | 0.00% | −15−57.7% | Reduced |
| United Community Bank | 10 | $144 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 9 | $140 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 8 | $116 | 0.00% | +8 | New |
| Princeton Global Asset Management LLC | 8 | $115 | 0.00% | −806−99.0% | Reduced |
| Community Bank, N.A. | 8 | $115 | 0.00% | −484−98.4% | Reduced |
| Richard W. Paul & Associates, LLC | 8 | $115 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 7 | $101 | 0.00% | −31−81.6% | Reduced |
| Burkett Financial Services, LLC | 7 | $97 | 0.00% | +7 | New |
| Fortis Group Advisors, LLC | 6 | $86 | 0.00% | +3+100.0% | Added |
| Northwest Bank & Trust Co | 6 | $86 | 0.00% | +6 | New |
| HHM Wealth Advisors, LLC | 5 | $73 | 0.00% | −8−61.5% | Reduced |
| Voisard Asset Management Group, Inc. | 5 | $73 | 0.00% | +5 | New |
| Federated Hermes, Inc. | 5 | $72 | 0.00% | −329−98.5% | Reduced |
| Raffa Wealth Management, LLC | 4 | $58 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 4 | $58 | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 3 | $48 | 0.00% | +3 | New |
| Front Row Advisors LLC | 3 | $46 | 0.00% | −10−76.9% | Reduced |
| Byrne Asset Management LLC | 3 | $43 | 0.00% | 00.0% | Unchanged |
