| Financial Freedom, LLC | 34 | $2.69K | 0.00% | −18−34.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 34 | $2.69K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 34 | $2.69K | 0.00% | +34 | New |
| Stephens Consulting, LLC | 35 | $2.77K | 0.00% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 35 | $2.77K | 0.00% | +14+66.7% | Added |
| Fortis Group Advisors, LLC | 37 | $2.93K | 0.00% | 00.0% | Unchanged |
| Trust Co | 38 | $3.01K | 0.00% | +8+26.7% | Added |
| Tripletail Wealth Management, LLC | 39 | $3.09K | 0.00% | −30−43.5% | Reduced |
| Insight Financial Services | 39 | $3.09K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 45 | $3.22K | 0.00% | +45 | New |
| DB Fitzpatrick & Co, Inc | 41 | $3.25K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 43 | $3.39K | 0.00% | +43 | New |
| Atlantic Union Bankshares Corp | 43 | $3.41K | 0.00% | −146−77.2% | Reduced |
| Cranbrook Wealth Management, LLC | 43 | $3.41K | 0.00% | −6−12.2% | Reduced |
| Abound Wealth Management | 43 | $3.41K | 0.00% | +8+22.9% | Added |
| MCF Advisors LLC | 43 | $3.41K | 0.00% | +9+26.5% | Added |
| Beaird Harris Wealth Management, LLC | 45 | $3.57K | 0.00% | +25+125.0% | Added |
| Holos Integrated Wealth LLC | 46 | $3.63K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 100 | $3.65K | 0.00% | +6+6.4% | Added |
| Tidemark, LLC | 48 | $3.80K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 49 | $3.88K | 0.00% | −20−29.0% | Reduced |
| Curat Global, LLC | 49 | $3.88K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 54 | $3.94K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 50 | $3.96K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 50 | $3.96K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 50 | $3.96K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 50 | $3.96K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 50 | $3.96K | 0.00% | +50 | New |
| Colonial Trust Co | 53 | $4.20K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 53 | $4.20K | 0.00% | +10+23.3% | Added |
| Transamerica Financial Advisors, Inc. | 57 | $4.50K | 0.00% | +43+307.1% | Added |
| Murphy & Mullick Capital Management Corp | 57 | $4.52K | 0.00% | +2+3.6% | Added |
| Kohmann Bosshard Financial Services, LLC | 57 | $4.52K | 0.00% | +57 | New |
| Strengthening Families & Communities, LLC | 58 | $4.60K | 0.00% | −254−81.4% | Reduced |
| Wealth Watch Advisors, INC | 58 | $4.60K | 0.00% | −6−9.4% | Reduced |
| Elyxium Wealth, LLC | 58 | $4.60K | 0.00% | +58 | New |
| Private Wealth Management Group, LLC | 61 | $4.83K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 62 | $4.91K | 0.00% | +62 | New |
| Prestige Wealth Management Group LLC | 63 | $4.99K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 65 | $5.15K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 66 | $5.23K | 0.00% | +64+3,200.0% | Added |
| ORG Partners LLC | 69 | $5.46K | 0.00% | +4+6.2% | Added |
| Kozak & Associates, Inc. | 64 | $5.51K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 70 | $5.55K | 0.00% | −227−76.4% | Reduced |
| Riverview Trust Co | 70 | $5.55K | 0.01% | −153−68.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 70 | $5.55K | 0.00% | +24+52.2% | Added |
| Byrne Asset Management LLC | 71 | $5.63K | 0.00% | −3−4.1% | Reduced |
| Evermay Wealth Management LLC | 72 | $5.71K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 75 | $5.94K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 75 | $5.94K | 0.04% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 75 | $5.94K | 0.00% | +75 | New |
| HHM Wealth Advisors, LLC | 80 | $6.34K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 81 | $6.42K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 82 | $6.50K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 82 | $6.50K | 0.00% | +1+1.2% | Added |
| Newbridge Financial Services Group, Inc. | 84 | $6.66K | 0.00% | −12−12.5% | Reduced |
| McIlrath & Eck, LLC | 84 | $6.66K | 0.00% | −5−5.6% | Reduced |
| Mascoma Wealth Management LLC | 85 | $6.74K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 86 | $6.82K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 87 | $6.89K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 87 | $6.89K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 87 | $6.89K | 0.00% | +84+2,800.0% | Added |
| Coston, McIsaac & Partners | 98 | $7.00K | 0.00% | −38−27.9% | Reduced |
| Ogorek Anthony Joseph | 92 | $7.00K | 0.00% | +35+61.4% | Added |
| Ankerstar Wealth, LLC | 93 | $7.37K | 0.01% | +93 | New |
| Jessup Wealth Management, Inc | 95 | $7.53K | 0.00% | +95 | New |
| Hartford Financial Management Inc. | 100 | $7.92K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 101 | $8.00K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 106 | $8.40K | 0.00% | −27−20.3% | Reduced |
| Fideuram Asset Management (Ireland) dac | 125 | $8.49K | 0.00% | +125 | New |
| GPS Wealth Strategies Group, LLC | 108 | $8.56K | 0.01% | −321−74.8% | Reduced |
| Archer Investment Corp | 108 | $8.56K | 0.00% | −53−32.9% | Reduced |
| DAGCO, Inc. | 111 | $8.80K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 112 | $8.91K | 0.01% | +112 | New |
| Creative Financial Designs Inc | 115 | $9.11K | 0.00% | −20−14.8% | Reduced |
| Citizens National Bank Trust Department | 117 | $9.27K | 0.00% | +36+44.4% | Added |
| UMA Financial Services, Inc. | 119 | $9.43K | 0.00% | −250−67.8% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 119 | $9.43K | 0.00% | +119 | New |
| Delta Asset Management LLC | 122 | $9.67K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 122 | $9.67K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 122 | $9.67K | 0.00% | +122 | New |
| Rocky Mountain Advisers, LLC | 125 | $9.90K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 125 | $9.90K | 0.00% | +125 | New |
| Rosenberg Matthew Hamilton | 127 | $10.1K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 129 | $10.2K | 0.00% | −2−1.5% | Reduced |
| Grove Bank & Trust | 130 | $10.3K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 130 | $10.3K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 131 | $10.4K | 0.00% | −11−7.7% | Reduced |
| Concord Wealth Partners | 134 | $10.6K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 136 | $10.8K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 136 | $10.8K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 137 | $10.9K | 0.00% | −605−81.5% | Reduced |
| Sachetta, LLC | 137 | $10.9K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 139 | $11.0K | 0.00% | +119+595.0% | Added |
| Cromwell Holdings LLC | 139 | $11.0K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 146 | $11.6K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 147 | $11.6K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 149 | $11.8K | 0.00% | −29−16.3% | Reduced |