| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | New |
| Creekmur Asset Management LLC | 2 | $316 | 0.00% | +2 | New |
| Evermay Wealth Management LLC | 2 | $330 | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 4 | $516 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $657 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 4 | $659 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 4 | $770 | 0.00% | −101−96.2% | Reduced |
| True Wealth Design, LLC | 5 | $825 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $968 | 0.00% | +5 | New |
| Rise Advisors, LLC | 7 | $1.18K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $1.29K | 0.00% | +9 | New |
| ICA Group Wealth Management, LLC | 10 | $1.65K | 0.00% | +10 | New |
| Pineridge Advisors LLC | 10 | $1.65K | 0.00% | +10 | New |
| Semmax Financial Advisors Inc. | 11 | $1.94K | 0.00% | +11 | New |
| Harbor Investment Advisory, LLC | 12 | $1.98K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 12 | $1.98K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $1.98K | 0.00% | – | – |
| Morton Brown Family Wealth, LLC | 12 | $1.98K | 0.00% | +12 | New |
| Valley National Advisers Inc | 17 | $2.00K | 0.00% | +10+142.9% | Added |
| Dunhill Financial, LLC | 13 | $2.06K | 0.00% | +13 | New |
| Annapolis Financial Services, LLC | 13 | $2.14K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 13 | $2.14K | 0.00% | +13 | New |
| O'Dell Group, LLC | 13 | $2.15K | 0.00% | +13 | New |
| Glen Eagle Advisors, LLC | 14 | $2.31K | 0.00% | −15−51.7% | Reduced |
| Nalls Sherbakoff Group, LLC | 14 | $2.31K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $2.80K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 17 | $2.80K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 19 | $3.14K | 0.00% | −2−9.5% | Reduced |
| Lee Financial Co | 19 | $3.14K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $3.30K | 0.00% | +5+33.3% | Added |
| DiNuzzo Private Wealth, Inc. | 21 | $3.46K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 24 | $3.96K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 22 | $4.00K | 0.00% | −12−35.3% | Reduced |
| Avion Wealth | 22 | $4.00K | 0.00% | +6+37.5% | Added |
| Cedar Mountain Advisors, LLC | 25 | $4.12K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 25 | $4.12K | 0.00% | +25 | New |
| Jackson, Grant Investment Advisers, Inc. | 26 | $4.29K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 26 | $4.29K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 28 | $4.63K | 0.00% | +3+12.0% | Added |
| TFC Financial Management | 30 | $4.95K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $4.95K | 0.00% | +3+11.1% | Added |
| Hazlett, Burt & Watson, Inc. | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 31 | $5.11K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 32 | $5.28K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 35 | $5.77K | 0.00% | +35 | New |
| Tortoise Investment Management, LLC | 36 | $5.94K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 35 | $6.00K | 0.00% | +35 | New |
| Jamison Private Wealth Management, Inc. | 37 | $6.07K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 38 | $6.27K | 0.00% | +38 | New |
| Planning Capital Management Corp | 42 | $7.00K | 0.01% | +42 | New |
| Arcadia Investment Management Corp | 44 | $7.26K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 44 | $7.29K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 45 | $7.42K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 45 | $7.42K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 47 | $7.76K | 0.00% | −4−7.8% | Reduced |
| Eagle Bay Advisors LLC | 51 | $8.41K | 0.01% | −8−13.6% | Reduced |
| Sound Income Strategies, LLC | 54 | $8.90K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 58 | $9.00K | 0.00% | +58 | New |
| North Star Investment Management Corp. | 55 | $9.07K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 58 | $9.56K | 0.00% | −39−40.2% | Reduced |
| VitalStone Financial, LLC | 60 | $10.0K | 0.01% | +60 | New |
| Fortitude Family Office, LLC | 61 | $10.1K | 0.01% | +61 | New |
| Tfo-TDC, LLC | 68 | $11.2K | 0.00% | −1−1.4% | Reduced |
| Level Financial Advisors, Inc. | 72 | $11.9K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 72 | $12.0K | 0.00% | +72 | New |
| Creative Financial Designs Inc | 73 | $12.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 78 | $13.0K | 0.00% | +2+2.6% | Added |
| Dividend Assets Capital, LLC | 78 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 79 | $13.0K | 0.01% | +79 | New |
| JJJ Advisors Inc. | 80 | $13.2K | 0.00% | +2+2.6% | Added |
| Tradewinds Capital Management, LLC | 85 | $14.0K | 0.01% | 00.0% | Unchanged |
| Northwest Financial Advisors | 85 | $14.1K | 0.01% | +85 | New |
| Clean Yield Group | 90 | $14.8K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 91 | $15.0K | 0.00% | +91 | New |
| Newbridge Financial Services Group, Inc. | 97 | $16.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 98 | $16.2K | 0.01% | +98 | New |
| Community Bank, N.A. | 100 | $16.5K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 100 | $16.5K | 0.00% | +76+316.7% | Added |
| Bell Investment Advisors, Inc | 101 | $16.7K | 0.00% | −1−1.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 103 | $17.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 104 | $17.2K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 107 | $17.6K | 0.00% | +1+0.9% | Added |
| Tyler-Stone Wealth Management | 109 | $18.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 112 | $18.5K | 0.01% | −1−0.9% | Reduced |
| JFS Wealth Advisors, LLC | 114 | $18.8K | 0.00% | +18+18.8% | Added |
| Laurel Wealth Advisors LLC | 118 | $19.5K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 122 | $20.0K | 0.01% | +122 | New |
| Barrett & Company, Inc. | 125 | $20.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 126 | $20.8K | 0.00% | +122+3,050.0% | Added |
| Core Alternative Capital | 141 | $23.3K | 0.00% | +141 | New |
| Solstein Capital, LLC | 144 | $23.7K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 150 | $24.7K | 0.01% | +40+36.4% | Added |
| First PREMIER Bank | 150 | $25.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 158 | $26.1K | 0.00% | −30−16.0% | Reduced |
| SOA Wealth Advisors, LLC. | 164 | $27.0K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 165 | $27.2K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 166 | $27.5K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 168 | $27.7K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 170 | $28.0K | 0.01% | +9+5.6% | Added |
| Louisbourg Investments Inc. | 176 | $29.0K | 0.01% | +176 | New |