| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Mendota Financial Group, LLC | 9 | $178 | 0.00% | +9 | New |
| Front Row Advisors LLC | 11 | $218 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 12 | $237 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 13 | $258 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 14 | $277 | 0.00% | +14 | New |
| Coppell Advisory Solutions LLC | 15 | $297 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 19 | $332 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 20 | $395 | 0.00% | +20 | New |
| Creekmur Asset Management LLC | 21 | $415 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 21 | $415 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 24 | $474 | 0.00% | +12+100.0% | Added |
| WestEnd Advisors, LLC | 29 | $573 | 0.00% | −2−6.5% | Reduced |
| Strengthening Families & Communities, LLC | 30 | $593 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 30 | $594 | 0.00% | +30 | New |
| Voisard Asset Management Group, Inc. | 30 | $594 | 0.00% | +30 | New |
| Laurel Wealth Advisors LLC | 32 | $633 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 40 | $791 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $791 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 43 | $851 | 0.00% | +43 | New |
| Cullen/Frost Bankers, Inc. | 44 | $871 | 0.00% | +44 | New |
| TFC Financial Management | 47 | $930 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 48 | $949 | 0.00% | +34+242.9% | Added |
| Cornerstone Planning Group LLC | 49 | $986 | 0.00% | +17+53.1% | Added |
| Carolinas Wealth Consulting LLC | 50 | $989 | 0.00% | +30+150.0% | Added |
| Bullock Wealth Management Group | 50 | $993 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 100 | $1.00K | 0.00% | −500−83.3% | Reduced |
| JDM Financial Group LLC | 52 | $1.03K | 0.00% | +52 | New |
| Manchester Capital Management LLC | 52 | $1.03K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 53 | $1.05K | 0.00% | +53 | New |
| First Financial Corp | 57 | $1.13K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 58 | $1.15K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 60 | $1.19K | 0.00% | +10+20.0% | Added |
| Oakworth Capital, Inc. | 75 | $1.48K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 76 | $1.50K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 80 | $1.58K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 86 | $1.70K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 90 | $1.78K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 95 | $1.88K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 99 | $1.96K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $1.98K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 93 | $2.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 109 | $2.15K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 113 | $2.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 120 | $2.37K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 120 | $2.37K | 0.00% | +4+3.4% | Added |
| Evermay Wealth Management LLC | 124 | $2.45K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 124 | $2.45K | 0.00% | +61+96.8% | Added |
| True Wealth Design, LLC | 137 | $2.71K | 0.00% | +74+117.5% | Added |
| SJS Investment Consulting Inc. | 142 | $2.81K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 175 | $3.06K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 155 | $3.06K | 0.00% | +155 | New |
| Sachetta, LLC | 193 | $3.82K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $3.95K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 200 | $3.95K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 200 | $3.95K | 0.00% | +200 | New |
| Kayne Anderson Rudnick Investment Management LLC | 201 | $3.97K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 201 | $3.97K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 222 | $4.00K | 0.00% | +18+8.8% | Added |
| Salem Investment Counselors Inc | 207 | $4.09K | 0.00% | +207 | New |
| Bartlett & Co. Wealth Management LLC | 222 | $4.39K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 229 | $4.53K | 0.00% | +229 | New |
| Red Tortoise LLC | 249 | $4.92K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 295 | $5.00K | 0.00% | −3−1.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 277 | $5.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 275 | $5.44K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 300 | $5.56K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 282 | $5.57K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 289 | $5.73K | 0.00% | +89+44.5% | Added |
| Tompkins Financial Corp | 300 | $5.93K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 344 | $6.00K | 0.00% | +344 | New |
| Key Financial Inc | 334 | $6.60K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 352 | $6.96K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 371 | $7.33K | 0.00% | +216+139.4% | Added |
| Valued Wealth Advisors LLC | 397 | $7.85K | 0.01% | +239+151.3% | Added |
| Capital Advisors, Ltd. LLC | 389 | $8.00K | 0.00% | −98−20.1% | Reduced |
| Financial Management Professionals, Inc. | 427 | $8.00K | 0.00% | +233+120.1% | Added |
| MV Capital Management, Inc. | 431 | $8.52K | 0.00% | −200−31.7% | Reduced |
| Cedar Mountain Advisors, LLC | 452 | $8.94K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 456 | $9.02K | 0.00% | +6+1.3% | Added |
| Abound Wealth Management | 489 | $9.67K | 0.00% | +74+17.8% | Added |
| Bell Investment Advisors, Inc | 524 | $10.4K | 0.00% | −48−8.4% | Reduced |
| Hollencrest Capital Management | 532 | $10.5K | 0.00% | +517+3,446.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 533 | $10.5K | 0.00% | +64+13.6% | Added |
| Eastern Bank | 560 | $11.1K | 0.00% | +560 | New |
| Fortitude Family Office, LLC | 596 | $11.8K | 0.00% | +119+24.9% | Added |
| Hexagon Capital Partners LLC | 604 | $11.9K | 0.00% | +56+10.2% | Added |
| Raleigh Capital Management Inc. | 639 | $12.6K | 0.00% | +16+2.6% | Added |
| First Horizon Advisors, Inc. | 646 | $12.8K | 0.00% | −9−1.4% | Reduced |
| JFS Wealth Advisors, LLC | 650 | $12.9K | 0.00% | +17+2.7% | Added |
| Annapolis Financial Services, LLC | 704 | $13.9K | 0.00% | +51+7.8% | Added |
| AdvisorNet Financial, Inc | 770 | $15.2K | 0.00% | −515−40.1% | Reduced |
| New Age Alpha Advisors, LLC | 822 | $16.3K | 0.01% | +822 | New |
| Ashton Thomas Securities, LLC | 823 | $16.3K | 0.00% | +823 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 844 | $16.7K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 856 | $16.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 869 | $17.2K | 0.02% | +49+6.0% | Added |
| Plante Moran Financial Advisors, LLC | 905 | $17.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 917 | $18.1K | 0.00% | +14+1.6% | Added |
| Larson Financial Group LLC | 950 | $18.8K | 0.00% | +311+48.7% | Added |