| Principia Wealth Advisory, LLC | 1 | $21 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $23 | 0.00% | −2−66.7% | Reduced |
| Grove Bank & Trust | 1 | $23 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2 | $45 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 4 | $90 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 5 | $109 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $110 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 5 | $113 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 6 | $135 | 0.00% | +6 | New |
| Horizons Wealth Management | 9 | $203 | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 10 | $225 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10 | $226 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 10 | $226 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 11 | $248 | 0.00% | −2,280−99.5% | Reduced |
| Accredited Wealth Management, LLC | 12 | $271 | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 14 | $316 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 15 | $338 | 0.00% | −16−51.6% | Reduced |
| SJS Investment Consulting Inc. | 16 | $361 | 0.00% | −17−51.5% | Reduced |
| Capital A Wealth Management, LLC | 16 | $361 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $361 | 0.00% | +16 | New |
| Activest Wealth Management | 19 | $428 | 0.00% | +18+1,800.0% | Added |
| Comprehensive Financial Planning, Inc. | 20 | $450 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 36 | $451 | 0.00% | +16+80.0% | Added |
| WealthTrak Capital Management LLC | 20 | $451 | 0.00% | +10+100.0% | Added |
| Rothschild Investment LLC | 20 | $451 | 0.00% | +20 | New |
| Cromwell Holdings LLC | 20 | $451 | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 21 | $473 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 21 | $474 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 23 | $519 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 24 | $525 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 26 | $586 | 0.00% | +26 | New |
| MV Capital Management, Inc. | 26 | $587 | 0.00% | −17−39.5% | Reduced |
| MPWM Advisory Solutions, LLC | 29 | $654 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 30 | $676 | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 38 | $858 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 40 | $902 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 44 | $992 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 45 | $1.00K | 0.00% | +45 | New |
| AllSquare Wealth Management LLC | 45 | $1.01K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 45 | $1.01K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 46 | $1.04K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 49 | $1.10K | 0.00% | +1+2.1% | Added |
| Crews Bank & Trust | 50 | $1.13K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 55 | $1.19K | 0.00% | +55 | New |
| American National Bank | 56 | $1.26K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 60 | $1.35K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 60 | $1.35K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 60 | $1.36K | 0.00% | −193−76.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 60 | $1.37K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 62 | $1.39K | 0.00% | +1+1.6% | Added |
| Independence Bank of Kentucky | 62 | $1.40K | 0.00% | +62 | New |
| Caldwell Sutter Capital, Inc. | 65 | $1.47K | 0.00% | +65 | New |
| Sandy Spring Bank | 67 | $1.51K | 0.00% | +67 | New |
| Legacy Wealth Managment, LLC | 70 | $1.58K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 70 | $1.58K | 0.00% | −151−68.3% | Reduced |
| Bell Investment Advisors, Inc | 74 | $1.67K | 0.00% | −249−77.1% | Reduced |
| Evermay Wealth Management LLC | 80 | $1.80K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 88 | $1.98K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 82 | $2.00K | 0.00% | −34,637−99.8% | Reduced |
| Hemington Wealth Management | 91 | $2.00K | 0.00% | −12−11.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 92 | $2.08K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 94 | $2.12K | 0.00% | +94 | New |
| Westside Investment Management, Inc. | 97 | $2.19K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 97 | $2.19K | 0.00% | +1+1.0% | Added |
| City State Bank | 100 | $2.25K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 100 | $2.25K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 106 | $2.39K | 0.00% | −209−66.3% | Reduced |
| Transce3nd, LLC | 109 | $2.46K | 0.00% | −13−10.7% | Reduced |
| Vermillion Wealth Management, Inc. | 110 | $2.47K | 0.00% | +1+0.9% | Added |
| New England Capital Financial Advisors LLC | 110 | $2.48K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 116 | $2.62K | 0.00% | +16+16.0% | Added |
| Valued Wealth Advisors LLC | 117 | $2.64K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 120 | $2.71K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 120 | $2.71K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 124 | $2.80K | 0.00% | +124 | New |
| Continuum Advisory, LLC | 131 | $2.95K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 131 | $2.95K | 0.00% | +131 | New |
| Wood Tarver Financial Group, LLC | 133 | $2.99K | 0.00% | +2+1.5% | Added |
| Capital Advisors, Ltd. LLC | 115 | $3.00K | 0.00% | −13−10.2% | Reduced |
| Kimelman & Baird, LLC | 138 | $3.11K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 143 | $3.22K | 0.00% | −3,045−95.5% | Reduced |
| Ameritas Investment Partners, Inc. | 145 | $3.27K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 150 | $3.38K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 154 | $3.47K | 0.00% | +1+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 166 | $3.74K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 167 | $3.76K | 0.00% | +9+5.7% | Added |
| Kiker Wealth Management, LLC | 169 | $3.81K | 0.00% | +169 | New |
| Blue Bell Private Wealth Management, LLC | 170 | $3.83K | 0.00% | −10−5.6% | Reduced |
| CVA Family Office, LLC | 174 | $3.92K | 0.00% | −102−37.0% | Reduced |
| Avion Wealth | 176 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 187 | $4.22K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 188 | $4.24K | 0.00% | −102−35.2% | Reduced |
| Community Bank, N.A. | 190 | $4.28K | 0.00% | +190 | New |
| Prestige Wealth Management Group LLC | 194 | $4.37K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 206 | $4.64K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 218 | $4.91K | 0.00% | −5−2.2% | Reduced |
| Ogorek Anthony Joseph | 250 | $5.00K | 0.00% | +250 | New |
| Medallion Wealth Advisors, LLC | 230 | $5.05K | 0.00% | +10+4.5% | Added |
| Harbor Investment Advisory, LLC | 229 | $5.16K | 0.00% | +113+97.4% | Added |