| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Creekmur Asset Management LLC | 0 | $85 | 0.00% | −6−100.0% | Reduced |
| Highline Wealth Partners LLC | 2 | $389 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 3 | $572 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 3 | $583 | 0.00% | −57−95.0% | Reduced |
| GHP Investment Advisors, Inc. | 3 | $584 | 0.00% | +3 | New |
| Unique Wealth Strategies, LLC | 4 | $766 | 0.00% | +4 | New |
| Main Street Group, LTD | 4 | $772 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $779 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $1.14K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $1.17K | 0.00% | +1+20.0% | Added |
| ICA Group Wealth Management, LLC | 6 | $1.17K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 6 | $1.17K | 0.00% | +6 | New |
| FPC Investment Advisory, Inc. | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 9 | $1.72K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $1.75K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $1.75K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 14 | $2.00K | 0.00% | −1−6.7% | Reduced |
| Financial Management Professionals, Inc. | 11 | $2.00K | 0.00% | +2+22.2% | Added |
| Live Oak Investment Partners | – | $2.33K | 0.00% | – | New |
| Riggs Asset Managment Co. Inc. | 12 | $2.33K | 0.00% | +2+20.0% | Added |
| Hollencrest Capital Management | 13 | $2.53K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 13 | $2.53K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 14 | $2.72K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 14 | $2.72K | 0.00% | +2+16.7% | Added |
| LRI Investments, LLC | 16 | $3.11K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 17 | $3.30K | 0.00% | −63−78.8% | Reduced |
| Red Tortoise LLC | 17 | $3.30K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 17 | $3.30K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $3.72K | 0.00% | +4+26.7% | Added |
| Carolinas Wealth Consulting LLC | 20 | $3.89K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 21 | $4.08K | 0.00% | +21 | New |
| Caldwell Trust Co | 22 | $4.28K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 22 | $4.28K | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 24 | $4.66K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 24 | $4.67K | 0.00% | −24−50.0% | Reduced |
| Cedar Mountain Advisors, LLC | 25 | $4.86K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $4.86K | 0.00% | +4+19.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 26 | $5.05K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 26 | $5.05K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $5.64K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 29 | $5.64K | 0.00% | +29 | New |
| Hazlett, Burt & Watson, Inc. | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 33 | $6.00K | 0.00% | +6+22.2% | Added |
| Wolff Wiese Magana LLC | 31 | $6.03K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 31 | $6.03K | 0.00% | +1+3.3% | Added |
| Aspect Partners, LLC | 35 | $6.80K | 0.00% | −9−20.5% | Reduced |
| Country Trust Bank | 36 | $7.00K | 0.00% | +4+12.5% | Added |
| Abound Wealth Management | 38 | $7.39K | 0.00% | −9−19.1% | Reduced |
| Proffitt & Goodson Inc | 39 | $7.58K | 0.00% | +39 | New |
| Arcadia Investment Management Corp | 44 | $8.55K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 44 | $8.55K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 44 | $8.59K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 45 | $8.74K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 45 | $8.74K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 54 | $10.5K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 58 | $11.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 58 | $11.3K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 58 | $11.3K | 0.01% | +58 | New |
| Fortitude Family Office, LLC | 61 | $11.9K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 62 | $12.0K | 0.00% | +62 | New |
| Tortoise Investment Management, LLC | 64 | $12.4K | 0.00% | +31+93.9% | Added |
| Eagle Bay Advisors LLC | 65 | $12.6K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 66 | $12.8K | 0.00% | +66 | New |
| 1620 Investment Advisors, Inc. | 79 | $15.4K | 0.01% | +79 | New |
| Gradient Investments LLC | 81 | $15.7K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 85 | $16.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 88 | $17.0K | 0.00% | +13+17.3% | Added |
| Clean Yield Group | 90 | $17.5K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 93 | $18.2K | 0.00% | −1−1.1% | Reduced |
| Beacon Capital Management, LLC | 97 | $18.9K | 0.00% | +97 | New |
| Private Wealth Management Group, LLC | 98 | $19.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 98 | $19.1K | 0.01% | 00.0% | Unchanged |
| American National Bank | 100 | $19.4K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $19.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 101 | $19.6K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 103 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 106 | $20.7K | 0.01% | −2−1.9% | Reduced |
| Tyler-Stone Wealth Management | 109 | $21.2K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 106 | $21.2K | 0.01% | +106 | New |
| Altshuler Shaham Ltd | 111 | $21.6K | 0.00% | −20−15.3% | Reduced |
| JFS Wealth Advisors, LLC | 112 | $21.8K | 0.00% | −2−1.8% | Reduced |
| MV Capital Management, Inc. | 113 | $22.0K | 0.00% | +4+3.7% | Added |
| Laurel Wealth Advisors LLC | 118 | $22.9K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 121 | $23.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 122 | $23.8K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 124 | $24.1K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 125 | $24.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 127 | $24.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 130 | $25.0K | 0.01% | +30+30.0% | Added |
| Covestor Ltd | 133 | $26.0K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 142 | $27.6K | 0.01% | +47+49.5% | Added |
| Solstein Capital, LLC | 144 | $28.0K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 144 | $28.0K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 148 | $28.8K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 150 | $29.0K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 152 | $29.5K | 0.01% | +152 | New |
| Quarry LP | 159 | $30.9K | 0.01% | −383−70.7% | Reduced |
| WealthCollab, LLC | 159 | $30.9K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 161 | $31.3K | 0.01% | 00.0% | Unchanged |