| Wood Tarver Financial Group, LLC | 18 | $0 | 0.00% | +18 | New |
| Darwin Advisors, LLC | 2 | $120 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 8 | $386 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 8 | $386 | 0.00% | +8 | New |
| First Financial Corp | 10 | $482 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 10 | $483 | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $533 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $579 | 0.00% | +12 | New |
| Avion Wealth | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 21 | $1.05K | 0.10% | −22,091−99.9% | Reduced |
| Decker Retirement Planning Inc. | 24 | $1.16K | 0.00% | +24 | New |
| Spectrum Wealth Counsel, LLC | 25 | $1.21K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 25 | $1.22K | 0.00% | +25 | New |
| Vermillion Wealth Management, Inc. | 27 | $1.30K | 0.00% | +27 | New |
| Quest 10 Wealth Builders, Inc. | 28 | $1.35K | 0.00% | +28 | New |
| Coastline Trust Co | 30 | $1.45K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 30 | $1.45K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 30 | $1.45K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 32 | $1.54K | 0.00% | −16−33.3% | Reduced |
| North Star Investment Management Corp. | 35 | $1.69K | 0.00% | −147−80.8% | Reduced |
| Raffa Wealth Management, LLC | 40 | $1.93K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 40 | $1.93K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 43 | $2.07K | 0.00% | +43 | New |
| Legend Financial Advisors, Inc. | 45 | $2.17K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 45 | $2.17K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 47 | $2.27K | 0.00% | +47 | New |
| Washington Trust Co | 50 | $2.41K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 50 | $2.41K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 50 | $2.41K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 52 | $2.51K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 54 | $2.59K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 59 | $2.85K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 59 | $2.85K | 0.00% | +39+195.0% | Added |
| TFC Financial Management | 60 | $2.89K | 0.00% | +60 | New |
| Comprehensive Financial Planning, Inc. | 70 | $3.38K | 0.00% | +70 | New |
| Harbor Investment Advisory, LLC | 73 | $3.52K | 0.00% | −8−9.9% | Reduced |
| MCF Advisors LLC | 76 | $3.67K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 77 | $3.71K | 0.01% | +77 | New |
| Glen Eagle Advisors, LLC | 79 | $3.81K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 82 | $3.96K | 0.00% | +82 | New |
| FLP Wealth Management, LLC | 86 | $4.15K | 0.01% | +86 | New |
| WR Wealth Planners, LLC | 87 | $4.20K | 0.00% | −158−64.5% | Reduced |
| Ancora Advisors, LLC | 87 | $4.20K | 0.00% | +87 | New |
| Golden State Wealth Management, LLC | 88 | $4.29K | 0.00% | +88 | New |
| Chesapeake Asset Management LLC | 91 | $4.39K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 97 | $4.68K | 0.00% | +1+1.0% | Added |
| Old Point Trust & Financial Services N A | 100 | $4.82K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $4.82K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 101 | $4.87K | 0.00% | +101 | New |
| Winch Advisory Services, LLC | 103 | $4.97K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 108 | $5.21K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 118 | $5.69K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 123 | $5.93K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 128 | $6.18K | 0.00% | −112−46.7% | Reduced |
| Bell Investment Advisors, Inc | 133 | $6.42K | 0.00% | +15+12.7% | Added |
| Nemes Rush Group LLC | 133 | $6.42K | 0.00% | +133 | New |
| Caldwell Sutter Capital, Inc. | 135 | $6.51K | 0.00% | +65+92.9% | Added |
| Glass Jacobson Investment Advisors llc | 135 | $6.51K | 0.00% | +59+77.6% | Added |
| HHM Wealth Advisors, LLC | 138 | $6.66K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 141 | $6.80K | 0.00% | −5−3.4% | Reduced |
| FSA Wealth Management LLC | 142 | $6.85K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 144 | $6.95K | 0.00% | +144 | New |
| Concord Wealth Partners | 145 | $6.99K | 0.00% | −448−75.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 149 | $7.19K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 159 | $7.67K | 0.00% | +159 | New |
| UMA Financial Services, Inc. | 161 | $7.77K | 0.00% | +161 | New |
| Dunhill Financial, LLC | 163 | $7.86K | 0.00% | −3,945−96.0% | Reduced |
| Van Hulzen Asset Management, LLC | 164 | $7.91K | 0.00% | +164 | New |
| Coston, McIsaac & Partners | 173 | $8.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 167 | $8.14K | 0.01% | +167 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 173 | $8.34K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 180 | $8.68K | 0.00% | +180 | New |
| Plante Moran Financial Advisors, LLC | 185 | $8.92K | 0.00% | +165+825.0% | Added |
| Union Bancaire Privee, UBP SA | 190 | $9.16K | 0.00% | +190 | New |
| GPS Wealth Strategies Group, LLC | 194 | $9.36K | 0.00% | −30−13.4% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 197 | $9.50K | 0.00% | +197 | New |
| Peoples Financial Services Corp. | 200 | $9.64K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 200 | $9.65K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 205 | $9.89K | 0.00% | −21−9.3% | Reduced |
| FPC Investment Advisory, Inc. | 188 | $10.2K | 0.01% | +188 | New |
| CBIZ Investment Advisory Services, LLC | 220 | $10.6K | 0.00% | −690−75.8% | Reduced |
| Cornerstone Planning Group LLC | 199 | $10.6K | 0.00% | +15+8.2% | Added |
| Creative Financial Designs Inc | 226 | $10.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 236 | $11.4K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 242 | $11.7K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 248 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 250 | $12.1K | 0.00% | −497−66.5% | Reduced |
| Guardian Wealth Management, Inc. | 255 | $12.3K | 0.01% | −450−63.8% | Reduced |
| FSC Wealth Advisors, LLC | 265 | $12.8K | 0.01% | −17−6.0% | Reduced |
| Beacon Capital Management, LLC | 267 | $12.9K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 294 | $14.2K | 0.00% | +294 | New |
| DiNuzzo Private Wealth, Inc. | 299 | $14.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 304 | $14.7K | 0.00% | −4−1.3% | Reduced |
| Gould Capital, LLC | 307 | $14.8K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 315 | $15.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 319 | $15.4K | 0.00% | −42−11.6% | Reduced |
| Venturi Wealth Management, LLC | 334 | $16.1K | 0.00% | +99+42.1% | Added |
| Princeton Global Asset Management LLC | 345 | $16.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 361 | $17.4K | 0.00% | +246+213.9% | Added |