| Bellwether Advisors, LLC | 1 | $72 | 0.00% | −18−94.7% | Reduced |
| LGT Financial Advisors LLC | 2 | $144 | 0.00% | +2 | New |
| Redwood Park Advisors LLC | 3 | $216 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $296 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 6 | $432 | 0.00% | +2+50.0% | Added |
| Colonial Trust Co | 6 | $432 | 0.00% | +2+50.0% | Added |
| Activest Wealth Management | 6 | $432 | 0.00% | +4+200.0% | Added |
| Parkworth Wealth Management, Inc. | 7 | $504 | 0.00% | −1−12.5% | Reduced |
| TFC Financial Management | 7 | $504 | 0.00% | +1+16.7% | Added |
| ORG Partners LLC | 7 | $516 | 0.00% | −213−96.8% | Reduced |
| Millstone Evans Group, LLC | 8 | $576 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $576 | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 8 | $576 | 0.00% | +8 | New |
| Iron Horse Wealth Management, LLC | 10 | $719 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 10 | $719 | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $749 | 0.00% | −42−80.8% | Reduced |
| Financial Network Wealth Advisors LLC | 11 | $791 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12 | $863 | 0.00% | −1,009−98.8% | Reduced |
| Raffa Wealth Management, LLC | 12 | $863 | 0.00% | −40−76.9% | Reduced |
| Avion Wealth | 21 | $1.00K | 0.00% | −6−22.2% | Reduced |
| Picton Mahoney Asset Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $1.01K | 0.00% | +8+133.3% | Added |
| Anchor Investment Management, LLC | 15 | $1.08K | 0.00% | +15 | New |
| Bay Harbor Wealth Management, LLC | 15 | $1.09K | 0.00% | +7+87.5% | Added |
| Cornerstone Planning Group LLC | 15 | $1.09K | 0.00% | −2−11.8% | Reduced |
| Rise Advisors, LLC | 15 | $1.10K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 16 | $1.15K | 0.00% | +9+128.6% | Added |
| GFG Capital, LLC | 16 | $1.15K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 16 | $1.15K | 0.00% | −132−89.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 17 | $1.22K | 0.00% | +17 | New |
| Ameriflex Group, Inc. | 18 | $1.28K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $1.37K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $1.44K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 20 | $1.44K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 23 | $1.67K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 26 | $1.87K | 0.00% | +14+116.7% | Added |
| Fortis Group Advisors, LLC | 32 | $2.30K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 33 | $2.38K | 0.00% | +26+371.4% | Added |
| City Holding Co | 34 | $2.44K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 34 | $2.51K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 35 | $2.52K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 35 | $2.52K | 0.00% | +35 | New |
| Greykasell Wealth Strategies, Inc. | 36 | $2.59K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 37 | $2.66K | 0.00% | +17+85.0% | Added |
| Sunbelt Securities, Inc. | 33 | $2.84K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 40 | $2.88K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $2.88K | 0.00% | +40 | New |
| Howard Hughes Medical Institute | 42 | $3.02K | 0.00% | +42 | New |
| DiNuzzo Private Wealth, Inc. | 42 | $3.02K | 0.00% | −6−12.5% | Reduced |
| Orion Capital Management LLC | 44 | $3.17K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 47 | $3.38K | 0.00% | −368−88.7% | Reduced |
| MV Capital Management, Inc. | 49 | $3.53K | 0.00% | −5−9.3% | Reduced |
| Fairscale Capital, LLC | 49 | $3.53K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 50 | $3.60K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 51 | $3.67K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 55 | $3.96K | 0.00% | −10−15.4% | Reduced |
| Legacy Wealth Managment, LLC | 58 | $4.17K | 0.00% | −121−67.6% | Reduced |
| Legacy Investment Solutions, LLC | 58 | $4.17K | 0.00% | +58 | New |
| Comprehensive Financial Planning, Inc. | 59 | $4.22K | 0.00% | +1+1.7% | Added |
| South State Corp. | 62 | $4.46K | 0.00% | −24−27.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 62 | $4.50K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 65 | $4.68K | 0.00% | −30−31.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 64 | $4.72K | 0.00% | +64 | New |
| Marshall & Sterling Wealth Advisors Inc. | 67 | $4.82K | 0.00% | −1−1.5% | Reduced |
| Team Financial Group, LLC | 68 | $4.91K | 0.00% | +68 | New |
| JNBA Financial Advisors | 69 | $4.95K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 69 | $5.01K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 70 | $5.04K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 74 | $5.32K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 75 | $5.40K | 0.00% | −25−25.0% | Reduced |
| High Note Wealth, LLC | 75 | $5.40K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 77 | $5.54K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 79 | $5.68K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 79 | $5.68K | 0.00% | +33+71.7% | Added |
| NewSquare Capital LLC | 80 | $5.75K | 0.00% | −141−63.8% | Reduced |
| Holos Integrated Wealth LLC | 79 | $5.76K | 0.00% | −151−65.7% | Reduced |
| Quaker Wealth Management, LLC | 84 | $6.04K | 0.00% | +84 | New |
| McIlrath & Eck, LLC | 86 | $6.19K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 89 | $6.43K | 0.00% | −58−39.5% | Reduced |
| General Partner, Inc. | 90 | $6.47K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 94 | $6.76K | 0.00% | −68−42.0% | Reduced |
| Aspect Partners, LLC | 94 | $6.76K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 100 | $7.19K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $7.19K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $7.19K | 0.00% | +100 | New |
| Moisand Fitzgerald Tamayo, LLC | 103 | $7.41K | 0.00% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 104 | $7.48K | 0.00% | +104 | New |
| Bell Investment Advisors, Inc | 108 | $7.77K | 0.00% | −143−57.0% | Reduced |
| Transce3nd, LLC | 111 | $7.99K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 108 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 117 | $8.42K | 0.00% | −221−65.4% | Reduced |
| Solstein Capital, LLC | 127 | $9.14K | 0.00% | +127 | New |
| Clear Street Markets LLC | 131 | $9.42K | 0.00% | +131 | New |
| Vermillion Wealth Management, Inc. | 134 | $9.64K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 140 | $10.1K | 0.00% | +140 | New |
| Quest 10 Wealth Builders, Inc. | 143 | $10.3K | 0.01% | −8−5.3% | Reduced |
| Clark Wealth Partners | 146 | $10.5K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 149 | $10.7K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 154 | $11.1K | 0.00% | +154 | New |
| MCF Advisors LLC | 155 | $11.2K | 0.00% | +27+21.1% | Added |