| Winthrop Capital Management, LLC | 11 | $0 | 0.00% | +11 | New |
| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Synergy Financial Management, LLC | 1 | $24 | 0.00% | +1 | New |
| Quest Partners LLC | 1 | $32 | 0.00% | −144,357−100.0% | Reduced |
| Rakuten Securities, Inc. | 3 | $97 | 0.00% | −28−90.3% | Reduced |
| RE Dickinson Investment Advisors, LLC | 3 | $100 | 0.00% | +3 | New |
| Caitlin John, LLC | 4 | $130 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $131 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $260 | 0.00% | −4−33.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 8 | $260 | 0.00% | +8 | New |
| Ancora Advisors, LLC | 10 | $325 | 0.00% | −1,035−99.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 10 | $325 | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $390 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 14 | $427 | 0.00% | +14 | New |
| New Millennium Group LLC | 14 | $454 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 15 | $487 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 16 | $519 | 0.00% | +16 | New |
| Clearstead Advisors, LLC | 16 | $520 | 0.00% | −278−94.6% | Reduced |
| Truvestments Capital LLC | 17 | $552 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 18 | $584 | 0.00% | +18 | New |
| Tucker Asset Management LLC | 21 | $682 | 0.00% | +21 | New |
| Nova Wealth Management, Inc. | 22 | $714 | 0.00% | +22 | New |
| Park Square Financial Group, LLC | 23 | $747 | 0.00% | +23 | New |
| Cornerstone Planning Group LLC | 23 | $771 | 0.00% | +23 | New |
| Carolinas Wealth Consulting LLC | 25 | $818 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 33 | $1.07K | 0.00% | +6+22.2% | Added |
| WealthTrak Capital Management LLC | 35 | $1.14K | 0.00% | +35 | New |
| Clark Wealth Partners | 38 | $1.23K | 0.00% | +38 | New |
| Heritage Wealth Advisors | 43 | $1.40K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 44 | $1.43K | 0.00% | −43−49.4% | Reduced |
| Sound Income Strategies, LLC | 44 | $1.43K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 45 | $1.46K | 0.00% | +45 | New |
| SJS Investment Consulting Inc. | 47 | $1.53K | 0.00% | +4+9.3% | Added |
| Tower View Investment Management & Research LLC | 48 | $1.56K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 52 | $1.68K | 0.00% | +52 | New |
| Iron Horse Wealth Management, LLC | 56 | $1.82K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 58 | $1.88K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 58 | $1.88K | 0.00% | +58 | New |
| Creekmur Asset Management LLC | 59 | $1.93K | 0.00% | −1−1.7% | Reduced |
| Aspect Partners, LLC | 63 | $2.04K | 0.00% | +11+21.2% | Added |
| CGC Financial Services, LLC | 69 | $2.24K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 72 | $2.34K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 72 | $2.34K | 0.00% | +72 | New |
| Private Wealth Management Group, LLC | 77 | $2.50K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 85 | $2.76K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 87 | $2.82K | 0.00% | +87 | New |
| Bogart Wealth, LLC | 88 | $2.86K | 0.00% | +88 | New |
| NBC Securities, Inc. | 89 | $2.90K | 0.27% | −1,051−92.2% | Reduced |
| Horizon Bancorp Inc | 96 | $3.00K | 0.00% | −167−63.5% | Reduced |
| Adirondack Trust Co | 100 | $3.25K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $3.25K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 100 | $3.25K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 100 | $3.25K | 0.00% | +100 | New |
| Trust Co of Vermont | 104 | $3.38K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 111 | $3.60K | 0.00% | −102−47.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 117 | $3.80K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 118 | $3.83K | 0.00% | +56+90.3% | Added |
| Eagle Bay Advisors LLC | 119 | $3.90K | 0.00% | −53−30.8% | Reduced |
| Strategic Investment Solutions, Inc. | 125 | $4.06K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 128 | $4.16K | 0.00% | +128 | New |
| Bell Investment Advisors, Inc | 130 | $4.22K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 130 | $4.25K | 0.00% | +130 | New |
| Quarry LP | 136 | $4.42K | 0.00% | −14,842−99.1% | Reduced |
| Crews Bank & Trust | 145 | $4.71K | 0.00% | +145 | New |
| Frazier Financial Advisors, LLC | 150 | $4.86K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 150 | $4.87K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 167 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 167 | $5.44K | 0.00% | +167 | New |
| Sachetta, LLC | 172 | $5.59K | 0.00% | +3+1.8% | Added |
| Edmond de Rothschild Holding S.A. | 177 | $5.75K | 0.00% | +177 | New |
| Dunhill Financial, LLC | 184 | $5.98K | 0.00% | +37+25.2% | Added |
| Pacific Center for Financial Services | 190 | $6.17K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 200 | $6.49K | 0.00% | −141−41.3% | Reduced |
| South State Corp. | 202 | $6.56K | 0.00% | +202 | New |
| Guardian Wealth Management, Inc. | 202 | $6.57K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 203 | $6.59K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 214 | $6.95K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 234 | $7.60K | 0.00% | +43+22.5% | Added |
| Addison Advisors LLC | 236 | $7.66K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 242 | $7.86K | 0.00% | −94−28.0% | Reduced |
| Delta Asset Management LLC | 260 | $8.44K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 269 | $8.74K | 0.00% | −91−25.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 285 | $9.25K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 287 | $9.32K | 0.00% | +49+20.6% | Added |
| Insight Financial Services | 288 | $9.35K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 300 | $9.74K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 305 | $10.2K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 316 | $10.3K | 0.00% | −5−1.6% | Reduced |
| Bank of Jackson Hole Trust | 322 | $10.5K | 0.01% | +322 | New |
| South Plains Financial, Inc. | 333 | $10.8K | 0.01% | +333 | New |
| Values First Advisors, Inc. | 333 | $10.8K | 0.01% | +2+0.6% | Added |
| GF Fund Management Co. Ltd. | 334 | $10.8K | 0.00% | +334 | New |
| Avion Wealth | 367 | $11.0K | 0.00% | +39+11.9% | Added |
| FPC Investment Advisory, Inc. | 328 | $11.0K | 0.01% | +328 | New |
| Byrne Asset Management LLC | 350 | $11.4K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 350 | $11.4K | 0.00% | +14+4.2% | Added |
| NewSquare Capital LLC | 359 | $11.6K | 0.00% | +70+24.2% | Added |
| Hemington Wealth Management | 374 | $12.0K | 0.00% | +110+41.7% | Added |
| New Wave Wealth Advisors LLC | 379 | $12.3K | 0.01% | +379 | New |