| Darwin Advisors, LLC | 2 | $120 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 4 | $221 | 0.00% | +4 | New |
| GPS Wealth Strategies Group, LLC | 5 | $277 | 0.00% | −189−97.4% | Reduced |
| High Note Wealth, LLC | 8 | $444 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 8 | $444 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 8 | $444 | 0.00% | +8 | New |
| Perkins Coie Trust Co | 9 | $499 | 0.00% | +9 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $530 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 10 | $555 | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 10 | $555 | 0.00% | +10 | New |
| Wood Tarver Financial Group, LLC | 18 | $999 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 21 | $1.17K | 0.00% | −11−34.4% | Reduced |
| Crewe Advisors LLC | 22 | $1.22K | 0.00% | +22 | New |
| Private Wealth Asset Management, LLC | 23 | $1.28K | 0.00% | +23 | New |
| Mattson Financial Services, LLC | 23 | $1.28K | 0.00% | +23 | New |
| Wiser Advisor Group LLC | 24 | $1.31K | 0.00% | −30−55.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 24 | $1.33K | 0.00% | +24 | New |
| Spectrum Wealth Counsel, LLC | 25 | $1.39K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 26 | $1.44K | 0.00% | +26 | New |
| Coastline Trust Co | 30 | $1.66K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 30 | $1.66K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 30 | $1.66K | 0.00% | +2+7.1% | Added |
| North Star Investment Management Corp. | 35 | $1.94K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 31 | $2.00K | 0.00% | +31 | New |
| Raffa Wealth Management, LLC | 40 | $2.22K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 40 | $2.22K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 43 | $2.38K | 0.00% | +43 | New |
| Financial Network Wealth Advisors LLC | 43 | $2.38K | 0.00% | +43 | New |
| Washington Trust Co | 50 | $2.77K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 50 | $2.77K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 52 | $2.88K | 0.00% | −36−40.9% | Reduced |
| PFG Private Wealth Management, LLC | 52 | $2.88K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 57 | $3.16K | 0.00% | −34−37.4% | Reduced |
| TD Capital Management LLC | 59 | $3.27K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 59 | $3.27K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 68 | $3.77K | 0.00% | −432−86.4% | Reduced |
| Comprehensive Financial Planning, Inc. | 70 | $3.88K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 73 | $4.05K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 74 | $4.10K | 0.00% | +74 | New |
| Capital A Wealth Management, LLC | 77 | $4.27K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 77 | $4.27K | 0.00% | +77 | New |
| Glen Eagle Advisors, LLC | 79 | $4.38K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 80 | $4.44K | 0.00% | +80 | New |
| Millstone Evans Group, LLC | 82 | $4.55K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 83 | $4.63K | 0.00% | −153−64.8% | Reduced |
| Dunhill Financial, LLC | 88 | $4.88K | 0.00% | −75−46.0% | Reduced |
| Fortitude Family Office, LLC | 93 | $5.16K | 0.00% | −477−83.7% | Reduced |
| Tompkins Financial Corp | 99 | $5.49K | 0.00% | +99 | New |
| Caldwell Sutter Capital, Inc. | 100 | $5.55K | 0.00% | −35−25.9% | Reduced |
| Old Point Trust & Financial Services N A | 100 | $5.55K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $5.55K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 101 | $5.60K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 103 | $5.71K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 108 | $5.99K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 116 | $6.43K | 0.00% | +116 | New |
| Glass Jacobson Investment Advisors llc | 135 | $6.51K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 123 | $6.82K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 124 | $6.88K | 0.00% | +124 | New |
| North Capital, Inc. | 124 | $6.88K | 0.01% | +124 | New |
| HHM Wealth Advisors, LLC | 138 | $7.65K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 142 | $7.88K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 144 | $7.99K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 144 | $7.99K | 0.00% | +11+8.3% | Added |
| Concord Wealth Partners | 145 | $8.04K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 149 | $8.26K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 152 | $8.43K | 0.00% | +152 | New |
| Transce3nd, LLC | 159 | $8.82K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 161 | $8.93K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 167 | $9.26K | 0.00% | +91+119.7% | Added |
| Abound Financial, LLC | 168 | $9.32K | 0.00% | +168 | New |
| Oakworth Capital, Inc. | 174 | $9.65K | 0.00% | +144+480.0% | Added |
| Medallion Wealth Advisors, LLC | 180 | $9.78K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 182 | $10.1K | 0.01% | +15+9.0% | Added |
| Union Bancaire Privee, UBP SA | 190 | $10.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 205 | $10.9K | 0.00% | +6+3.0% | Added |
| Evelyn Partners Investment Management Services Ltd | 197 | $10.9K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 200 | $11.1K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 200 | $11.1K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 212 | $11.8K | 0.00% | +7+3.4% | Added |
| Bear Mountain Capital, Inc. | 222 | $11.9K | 0.00% | +222 | New |
| CoreCap Advisors, LLC | 218 | $12.1K | 0.00% | +77+54.6% | Added |
| WPG Advisers, LLC | 227 | $12.6K | 0.01% | −279−55.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 242 | $13.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 250 | $13.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 250 | $13.9K | 0.00% | +24+10.6% | Added |
| Guardian Wealth Management, Inc. | 255 | $14.1K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 265 | $14.7K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 268 | $14.9K | 0.00% | +268 | New |
| DiNuzzo Private Wealth, Inc. | 299 | $16.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 300 | $16.6K | 0.00% | +300 | New |
| Nalls Sherbakoff Group, LLC | 300 | $16.6K | 0.01% | +300 | New |
| JFS Wealth Advisors, LLC | 319 | $17.7K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 345 | $19.1K | 0.00% | +51+17.3% | Added |
| Princeton Global Asset Management LLC | 345 | $19.1K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 350 | $19.4K | 0.01% | +253+260.8% | Added |
| Key Financial Inc | 361 | $20.0K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 367 | $20.4K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 372 | $20.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 376 | $20.9K | 0.00% | −5−1.3% | Reduced |