| Arcadia Investment Management Corp | 1 | $76 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2 | $151 | 0.00% | −39−95.1% | Reduced |
| Redwood Park Advisors LLC | 2 | $151 | 0.00% | −1−33.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 0 | $240 | 0.00% | 0 | New |
| Hughes Financial Services, LLC | 4 | $301 | 0.00% | −1−20.0% | Reduced |
| SWAN Capital LLC | 4 | $301 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 4 | $301 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $302 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $375 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 5 | $377 | 0.00% | +5 | New |
| PMV Capital Advisers, LLC | 5 | $392 | 0.00% | +5 | New |
| Whipplewood Advisors, LLC | 6 | $452 | 0.00% | −2−25.0% | Reduced |
| Highline Wealth Partners LLC | 6 | $452 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $452 | 0.00% | +1+20.0% | Added |
| Atlantic Union Bankshares Corp | 6 | $452 | 0.00% | +6 | New |
| Bare Financial Services, Inc | 6 | $452 | 0.00% | +6 | New |
| Country Trust Bank | 7 | $527 | 0.00% | −139−95.2% | Reduced |
| Synergy Investment Management, LLC | 7 | $527 | 0.00% | +7 | New |
| TFC Financial Management | 8 | $603 | 0.00% | +1+14.3% | Added |
| Cassaday & Co Wealth Management LLC | 8 | $603 | 0.00% | +8 | New |
| WestEnd Advisors, LLC | 9 | $678 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $753 | 0.00% | −6−37.5% | Reduced |
| JDM Financial Group LLC | 10 | $753 | 0.00% | +10 | New |
| United Community Bank | 11 | $828 | 0.00% | −135−92.5% | Reduced |
| Truvestments Capital LLC | 11 | $828 | 0.00% | +7+175.0% | Added |
| Beacon Financial Strategies CORP | 11 | $829 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $829 | 0.00% | +9+450.0% | Added |
| UMA Financial Services, Inc. | 13 | $980 | 0.00% | −25−65.8% | Reduced |
| Cornerstone Financial Management LLC | 14 | $1.05K | 0.00% | −53−79.1% | Reduced |
| HFM Investment Advisors, LLC | 14 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 15 | $1.13K | 0.00% | −222−93.7% | Reduced |
| Clark Wealth Partners | 16 | $1.21K | 0.00% | +1+6.7% | Added |
| Raffa Wealth Management, LLC | 17 | $1.28K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 17 | $1.28K | 0.00% | +17 | New |
| Wolff Wiese Magana LLC | 20 | $1.51K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 21 | $1.58K | 0.00% | +21 | New |
| Anchor Investment Management, LLC | 24 | $1.77K | 0.00% | +1+4.3% | Added |
| Roxbury Financial LLC | 24 | $1.78K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 24 | $1.81K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 24 | $1.81K | 0.00% | +24 | New |
| J.Safra Asset Management Corp | 25 | $1.88K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 28 | $2.11K | 0.00% | −9−24.3% | Reduced |
| Tradewinds Capital Management, LLC | 29 | $2.18K | 0.00% | +29 | New |
| Portus Wealth Advisors, LLC | 29 | $2.18K | 0.00% | +29 | New |
| Glass Jacobson Investment Advisors llc | 29 | $2.21K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 31 | $2.33K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 31 | $2.33K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 32 | $2.41K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 32 | $2.41K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 34 | $2.56K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 34 | $2.56K | 0.00% | +34 | New |
| Creative Financial Designs Inc | 35 | $2.64K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 36 | $2.71K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 37 | $2.79K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 38 | $2.86K | 0.00% | −19−33.3% | Reduced |
| Scarborough Advisors, LLC | 39 | $2.94K | 0.00% | +39 | New |
| Asset Dedication, LLC | 39 | $2.94K | 0.00% | −55−58.5% | Reduced |
| Torren Management, LLC | 39 | $2.97K | 0.00% | −184−82.5% | Reduced |
| Avion Wealth | 48 | $3.00K | 0.00% | +21+77.8% | Added |
| Abound Wealth Management | 40 | $3.01K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 43 | $3.24K | 0.00% | +43 | New |
| Orion Capital Management LLC | 44 | $3.31K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 46 | $3.46K | 0.00% | +23+100.0% | Added |
| Innovative Asset Advisors Group, LLC | 49 | $3.72K | 0.00% | +49 | New |
| Fairscale Capital, LLC | 49 | $3.73K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 50 | $3.77K | 0.00% | +50 | New |
| DiNuzzo Private Wealth, Inc. | 51 | $3.84K | 0.00% | +8+18.6% | Added |
| Bayban | 55 | $4.14K | 0.00% | +49+816.7% | Added |
| Clayton Financial Group LLC | 56 | $4.22K | 0.00% | −1−1.8% | Reduced |
| Hara Capital LLC | 58 | $4.41K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 59 | $4.44K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 60 | $4.55K | 0.00% | +1+1.7% | Added |
| Cedar Mountain Advisors, LLC | 62 | $4.67K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 65 | $4.89K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 66 | $4.97K | 0.00% | +48+266.7% | Added |
| Fairman Group, LLC | 66 | $5.02K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 69 | $5.25K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 70 | $5.27K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 70 | $5.29K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 73 | $5.50K | 0.00% | +73 | New |
| NBT Bank N A | 75 | $5.65K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 77 | $5.80K | 0.00% | +77 | New |
| Bell Investment Advisors, Inc | 78 | $5.88K | 0.00% | −183−70.1% | Reduced |
| SHP Wealth Management | 85 | $6.40K | 0.00% | +29+51.8% | Added |
| McIlrath & Eck, LLC | 86 | $6.48K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 87 | $6.55K | 0.00% | +87 | New |
| Financial Freedom, LLC | 89 | $6.68K | 0.00% | +89 | New |
| Quaker Wealth Management, LLC | 90 | $6.78K | 0.00% | −2−2.2% | Reduced |
| General Partner, Inc. | 90 | $6.78K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 94 | $7.08K | 0.00% | +94 | New |
| ZRC Wealth Management, LLC | 97 | $7.31K | 0.00% | +97 | New |
| MB, Levis & Associates, LLC | 98 | $7.38K | 0.00% | +1+1.0% | Added |
| Sachetta, LLC | 98 | $7.39K | 0.00% | −39−28.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 99 | $7.46K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $7.53K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 100 | $7.53K | 0.01% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 100 | $7.53K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 101 | $7.68K | 0.00% | +32+46.4% | Added |
| International Assets Investment Management, LLC | 106 | $7.97K | 0.00% | −14−11.7% | Reduced |