| Raleigh Capital Management Inc. | 1 | $52 | 0.00% | −153−99.4% | Reduced |
| North Capital, Inc. | 2 | $195 | 0.00% | +2 | New |
| GoalVest Advisory LLC | 4 | $389 | 0.00% | +4 | New |
| Sunbelt Securities, Inc. | 4 | $401 | 0.00% | −350−98.9% | Reduced |
| SOA Wealth Advisors, LLC. | 4 | $406 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $486 | 0.00% | −5−50.0% | Reduced |
| Legacy Wealth Managment, LLC | 5 | $487 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $487 | 0.00% | +5 | New |
| First Command Advisory Services, Inc. | 5 | $487 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $487 | 0.00% | +5 | New |
| Beacon Capital Management, LLC | 5 | $503 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7 | $682 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 7 | $682 | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 8 | $779 | 0.00% | +1+14.3% | Added |
| Brown, Lisle/Cummings, Inc. | 8 | $779 | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 9 | $845 | 0.00% | −6−40.0% | Reduced |
| Capital A Wealth Management, LLC | 9 | $876 | 0.00% | −15−62.5% | Reduced |
| MPWM Advisory Solutions, LLC | 9 | $876 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 10 | $904 | 0.00% | +3+42.9% | Added |
| Cape Investment Advisory, Inc. | 10 | $974 | 0.00% | −2−16.7% | Reduced |
| NVWM, LLC | 10 | $974 | 0.00% | +5+100.0% | Added |
| Picton Mahoney Asset Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 11 | $1.07K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $1.26K | 0.00% | +13 | New |
| TD Capital Management LLC | 13 | $1.31K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 15 | $1.46K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 16 | $1.56K | 0.00% | −342−95.5% | Reduced |
| Tortoise Investment Management, LLC | 18 | $1.75K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 18 | $1.75K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $1.85K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 19 | $1.85K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 19 | $1.85K | 0.00% | +19 | New |
| Riggs Asset Managment Co. Inc. | 19 | $1.85K | 0.00% | +15+375.0% | Added |
| Newbridge Financial Services Group, Inc. | 20 | $1.95K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 21 | $2.04K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 21 | $2.04K | 0.00% | +21 | New |
| Winch Advisory Services, LLC | 22 | $2.11K | 0.00% | +1+4.8% | Added |
| Beaird Harris Wealth Management, LLC | 24 | $2.34K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 24 | $2.34K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 25 | $2.46K | 0.00% | +25 | New |
| Trust Co | 26 | $2.53K | 0.00% | +26 | New |
| Eq Wealth Advisors, LLC | 28 | $2.73K | 0.00% | +28 | New |
| 1620 Investment Advisors, Inc. | 29 | $2.82K | 0.00% | −15−34.1% | Reduced |
| Clark Wealth Partners | 31 | $3.02K | 0.00% | −1−3.1% | Reduced |
| Red Tortoise LLC | 31 | $3.02K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 32 | $3.12K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 33 | $3.21K | 0.00% | +33 | New |
| Oakworth Capital, Inc. | 34 | $3.31K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 34 | $3.31K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 34 | $3.31K | 0.00% | +34 | New |
| Dogwood Wealth Management LLC | 36 | $3.50K | 0.00% | +36 | New |
| St Germain D J Co Inc | 37 | $3.60K | 0.00% | +37 | New |
| WealthTrak Capital Management LLC | 40 | $3.90K | 0.00% | +11+37.9% | Added |
| Truvestments Capital LLC | 41 | $3.98K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 42 | $4.09K | 0.00% | +42 | New |
| Transce3nd, LLC | 44 | $4.28K | 0.00% | −7−13.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 45 | $4.38K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 45 | $4.38K | 0.00% | +42+1,400.0% | Added |
| Sachetta, LLC | 46 | $4.48K | 0.00% | −7−13.2% | Reduced |
| HM Payson & Co | 46 | $4.48K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 49 | $4.77K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 49 | $4.77K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 50 | $4.87K | 0.00% | +4+8.7% | Added |
| SJS Investment Consulting Inc. | 51 | $4.97K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 52 | $5.06K | 0.00% | +5+10.6% | Added |
| Pineridge Advisors LLC | 55 | $5.39K | 0.00% | −93−62.8% | Reduced |
| Aviso Financial Inc. | 57 | $5.55K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 58 | $5.65K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 58 | $5.65K | 0.00% | +53+1,060.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 59 | $5.75K | 0.00% | +1+1.7% | Added |
| Cornerstone Planning Group LLC | 65 | $5.79K | 0.00% | +35+116.7% | Added |
| DiNuzzo Private Wealth, Inc. | 64 | $6.23K | 0.00% | +1+1.6% | Added |
| Semmax Financial Advisors Inc. | 69 | $6.26K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 69 | $6.72K | 0.00% | +69 | New |
| Raffa Wealth Management, LLC | 70 | $6.82K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 72 | $7.01K | 0.00% | −70−49.3% | Reduced |
| Private Wealth Management Group, LLC | 72 | $7.01K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 75 | $7.30K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 76 | $7.42K | 0.00% | −20−20.8% | Reduced |
| Financial Management Professionals, Inc. | 80 | $7.79K | 0.00% | +7+9.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 80 | $7.82K | 0.02% | −11−12.1% | Reduced |
| Quest 10 Wealth Builders, Inc. | 83 | $8.04K | 0.01% | −4−4.6% | Reduced |
| Washington Trust Co | 84 | $8.18K | 0.00% | +11+15.1% | Added |
| Iron Horse Wealth Management, LLC | 84 | $8.18K | 0.00% | +24+40.0% | Added |
| Quintet Private Bank (Europe) S.A. | 86 | $8.37K | 0.00% | +86 | New |
| Mark Sheptoff Financial Planning, LLC | 100 | $9.74K | 0.01% | +100 | New |
| Continuum Advisory, LLC | 104 | $10.1K | 0.00% | +27+35.1% | Added |
| Colonial Trust Co | 106 | $10.3K | 0.00% | −60−36.1% | Reduced |
| CNB Bank | 106 | $10.3K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 107 | $10.4K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 109 | $10.6K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 99 | $10.6K | 0.00% | −110−52.6% | Reduced |
| Atlantic Trust, LLC | 110 | $10.7K | 0.00% | +110 | New |
| Frazier Financial Advisors, LLC | 111 | $10.8K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 112 | $10.9K | 0.00% | +112 | New |
| Whipplewood Advisors, LLC | 13,648 | $11.1K | 0.01% | +13,567+16,749.4% | Added |
| Ruedi Wealth Management, Inc. | 120 | $11.7K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 120 | $11.7K | 0.00% | 00.0% | Unchanged |