| New Millennium Group LLC | 1 | $99 | 0.00% | −23−95.8% | Reduced |
| American Capital Advisory, LLC | 2 | $220 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $220 | 0.00% | +2 | New |
| Crewe Advisors LLC | 3 | $330 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $330 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3 | $337 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $439 | 0.00% | −1−20.0% | Reduced |
| Arlington Trust Co LLC | 4 | $439 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 4 | $440 | 0.00% | +4 | New |
| Whipplewood Advisors, LLC | 5 | $549 | 0.00% | −70−93.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 5 | $549 | 0.00% | +2+66.7% | Added |
| CVA Family Office, LLC | 5 | $549 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 5 | $599 | 0.00% | +1+25.0% | Added |
| SBI Securities Co., Ltd. | 6 | $659 | 0.00% | +2+50.0% | Added |
| Parkworth Wealth Management, Inc. | 6 | $659 | 0.00% | +2+50.0% | Added |
| Bruce G. Allen Investments, LLC | 7 | $769 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 7 | $778 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $879 | 0.00% | +5+166.7% | Added |
| Proathlete Wealth Management LLC | 9 | $988 | 0.00% | +9 | New |
| South State Corp. | 9 | $989 | 0.00% | −4−30.8% | Reduced |
| GeoWealth Management, LLC | 10 | $1.10K | 0.00% | +10 | New |
| Horizon Investments, LLC | 12 | $1.31K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 12 | $1.32K | 0.00% | −29−70.7% | Reduced |
| SJS Investment Consulting Inc. | 13 | $1.43K | 0.00% | −12−48.0% | Reduced |
| Bare Financial Services, Inc | 13 | $1.43K | 0.00% | −3−18.8% | Reduced |
| Provenance Wealth Advisors, LLC | 13 | $1.43K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $1.65K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 15 | $1.65K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 17 | $1.87K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 19 | $2.09K | 0.00% | +16+533.3% | Added |
| Transce3nd, LLC | 20 | $2.20K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 20 | $2.20K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 20 | $2.20K | 0.00% | +14+233.3% | Added |
| Christopher J. Hasenberg, Inc | 20 | $2.22K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 21 | $2.31K | 0.00% | +21 | New |
| Creekmur Asset Management LLC | 23 | $2.53K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 23 | $2.53K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 24 | $2.64K | 0.00% | +2+9.1% | Added |
| Red Tortoise LLC | 30 | $3.29K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 30 | $3.32K | 0.00% | −91−75.2% | Reduced |
| Bell Investment Advisors, Inc | 31 | $3.41K | 0.00% | −8−20.5% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 33 | $3.66K | 0.00% | +33 | New |
| Westend Capital Management, LLC | 41 | $4.50K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 42 | $4.61K | 0.00% | +42 | New |
| Strategic Investment Solutions, Inc. | 43 | $4.75K | 0.00% | −619−93.5% | Reduced |
| Park Place Capital Corp | 45 | $5.06K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 49 | $5.38K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 50 | $5.49K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 50 | $5.49K | 0.00% | +7+16.3% | Added |
| AdvisorNet Financial, Inc | 51 | $5.60K | 0.00% | +5+10.9% | Added |
| Montag A & Associates Inc | 56 | $6.15K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 57 | $6.21K | 0.00% | +1+1.8% | Added |
| Dogwood Wealth Management LLC | 56 | $6.30K | 0.00% | +56 | New |
| Rakuten Securities, Inc. | 60 | $6.59K | 0.00% | −20−25.0% | Reduced |
| CNB Bank | 60 | $6.59K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 62 | $6.81K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 65 | $7.26K | 0.08% | +65 | New |
| Twin Peaks Wealth Advisors, LLC | 61 | $7.43K | 0.00% | +61 | New |
| NewSquare Capital LLC | 85 | $9.34K | 0.00% | +73+608.3% | Added |
| Avion Wealth | 94 | $10.0K | 0.00% | +1+1.1% | Added |
| Wellington Shields Capital Management, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 100 | $11.0K | 0.01% | +100 | New |
| HighMark Wealth Management LLC | 101 | $11.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 101 | $11.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 102 | $11.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 107 | $11.8K | 0.00% | +11+11.5% | Added |
| JFS Wealth Advisors, LLC | 108 | $11.9K | 0.00% | +1+0.9% | Added |
| Colonial Trust Advisors | 111 | $12.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 115 | $12.6K | 0.00% | +37+47.4% | Added |
| Private Wealth Asset Management, LLC | 121 | $13.3K | 0.00% | −6−4.7% | Reduced |
| Private Wealth Management Group, LLC | 122 | $13.4K | 0.00% | +68+125.9% | Added |
| Oakworth Capital, Inc. | 128 | $14.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 95 | $14.2K | 0.00% | −20−17.4% | Reduced |
| TD Private Client Wealth LLC | 136 | $14.9K | 0.00% | +3+2.3% | Added |
| Atwood & Palmer Inc | 150 | $16.5K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 150 | $16.5K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 155 | $17.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 155 | $17.0K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 156 | $17.1K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 157 | $17.2K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 164 | $18.0K | 0.03% | +164 | New |
| Financial Perspectives, Inc | 165 | $18.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 172 | $18.9K | 0.00% | +10+6.2% | Added |
| 1 North Wealth Services LLC | 175 | $19.2K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 175 | $19.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 185 | $20.3K | 0.00% | −229−55.3% | Reduced |
| City State Bank | 186 | $20.4K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 187 | $20.5K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 194 | $21.3K | 0.00% | +176+977.8% | Added |
| Central Pacific Bank - Trust Division | 212 | $23.3K | 0.00% | +212 | New |
| Hemington Wealth Management | 227 | $24.0K | 0.00% | +23+11.3% | Added |
| Rise Advisors, LLC | 219 | $24.1K | 0.01% | +1+0.5% | Added |
| Central Trust Co | 223 | $24.5K | 0.00% | −52−18.9% | Reduced |
| RMG Wealth Management LLC | 225 | $25.0K | 0.00% | +225 | New |
| Hopwood Financial Services, Inc. | 230 | $25.3K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 266 | $29.2K | 0.02% | +21+8.6% | Added |
| Vermillion & White Wealth Management Group, LLC | 272 | $29.9K | 0.02% | +140+106.1% | Added |
| Pin Oak Investment Advisors Inc | 272 | $31.0K | 0.03% | 00.0% | Unchanged |
| Matrix Trust Co | 279 | $31.0K | 0.00% | +62+28.6% | Added |
| WFA Asset Management Corp | 301 | $32.4K | 0.02% | +1+0.3% | Added |