| Lazard Asset Management LLC | 8 | $0 | 0.00% | −6−42.9% | Reduced |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Truvestments Capital LLC | 1 | $50 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $196 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $197 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2 | $197 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3 | $246 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $251 | 0.00% | +3 | New |
| TFC Financial Management | 4 | $393 | 0.00% | −3−42.9% | Reduced |
| True Wealth Design, LLC | 4 | $393 | 0.00% | +2+100.0% | Added |
| WealthCollab, LLC | 5 | $491 | 0.00% | +5 | New |
| Focused Wealth Management, Inc | 5 | $530 | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 6 | $612 | 0.00% | +6 | New |
| Planning Capital Management Corp | 8 | $785 | 0.00% | +8 | New |
| Semmax Financial Advisors Inc. | 11 | $959 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $996 | 0.00% | +10 | New |
| PrairieView Partners, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Caitlin John, LLC | 11 | $1.03K | 0.00% | +11 | New |
| Atlas Capital Advisors LLC | 11 | $1.08K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 12 | $1.18K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 12 | $1.18K | 0.00% | +4+50.0% | Added |
| Morton Brown Family Wealth, LLC | 14 | $1.37K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $1.37K | 0.00% | +14 | New |
| Raleigh Capital Management Inc. | 15 | $1.47K | 0.00% | +15 | New |
| Proffitt & Goodson Inc | 17 | $1.67K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 17 | $1.67K | 0.00% | +17 | New |
| Providence Capital Advisors, LLC | 18 | $1.77K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 20 | $1.96K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 21 | $2.06K | 0.00% | −14−40.0% | Reduced |
| Baystate Wealth Management LLC | 22 | $2.25K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $2.26K | 0.00% | +2+9.5% | Added |
| Cornerstone Planning Group LLC | 27 | $2.65K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 28 | $2.71K | 0.00% | −5−15.2% | Reduced |
| Macroview Investment Management LLC | 28 | $2.72K | 0.00% | −106−79.1% | Reduced |
| Financial Management Professionals, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 31 | $3.04K | 0.00% | +31 | New |
| Raffa Wealth Management, LLC | 32 | $3.14K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 32 | $3.14K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $3.24K | 0.00% | +15+83.3% | Added |
| Kelly Financial Services LLC | 35 | $3.45K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 43 | $4.19K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 52 | $4.35K | 0.00% | +52 | New |
| Red Tortoise LLC | 49 | $4.81K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 50 | $4.91K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 50 | $4.91K | 0.00% | +13+35.1% | Added |
| Resources Management Corp | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 52 | $5.00K | 0.00% | +52 | New |
| Creative Financial Designs Inc | 52 | $5.10K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 54 | $5.31K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 56 | $5.49K | 0.01% | +56 | New |
| Westside Investment Management, Inc. | 57 | $5.59K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 60 | $5.89K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 60 | $5.89K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 68 | $6.67K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 70 | $6.87K | 0.01% | +70 | New |
| McIlrath & Eck, LLC | 75 | $7.36K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 75 | $7.36K | 0.00% | +75 | New |
| JFS Wealth Advisors, LLC | 76 | $7.46K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 77 | $7.55K | 0.00% | −12−13.5% | Reduced |
| West Paces Advisors Inc. | 78 | $7.65K | 0.00% | +14+21.9% | Added |
| TD Private Client Wealth LLC | 79 | $7.75K | 0.00% | −1,084−93.2% | Reduced |
| Estabrook Capital Management | 80 | $7.85K | 0.00% | −60−42.9% | Reduced |
| Founders Capital Management | 83 | $8.14K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 85 | $8.34K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 100 | $9.00K | 0.00% | −112−52.8% | Reduced |
| GW&K Investment Management, LLC | 90 | $9.00K | 0.00% | −32−26.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 50 | $9.13K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 94 | $9.22K | 0.00% | +94 | New |
| AllSquare Wealth Management LLC | 100 | $9.81K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $9.81K | 0.00% | +100 | New |
| Dividend Assets Capital, LLC | 102 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 105 | $10.3K | 0.00% | +105 | New |
| Abound Wealth Management | 108 | $10.6K | 0.00% | +68+170.0% | Added |
| Zions Bancorporation, N.A. | 109 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 111 | $10.9K | 0.01% | +111 | New |
| Jamison Private Wealth Management, Inc. | 111 | $10.9K | 0.00% | +1+0.9% | Added |
| Concord Wealth Partners | 118 | $11.6K | 0.00% | −4−3.3% | Reduced |
| FinTrust Capital Advisors, LLC | 125 | $12.3K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 125 | $12.3K | 0.00% | +125 | New |
| CVA Family Office, LLC | 125 | $12.3K | 0.00% | +125 | New |
| Evermay Wealth Management LLC | 126 | $12.4K | 0.00% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 135 | $12.6K | 0.01% | +135 | New |
| Aspect Partners, LLC | 129 | $12.7K | 0.01% | +129 | New |
| City State Bank | 133 | $13.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 133 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 138 | $13.5K | 0.00% | +1+0.7% | Added |
| Cape Investment Advisory, Inc. | 140 | $13.7K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 152 | $14.9K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 154 | $15.1K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 163 | $16.0K | 0.00% | +163 | New |
| Harbor Investment Advisory, LLC | 165 | $16.2K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 174 | $17.1K | 0.00% | −3−1.7% | Reduced |
| AdvisorNet Financial, Inc | 182 | $17.9K | 0.00% | +9+5.2% | Added |
| RFP Financial Group LLC | 191 | $18.7K | 0.01% | +24+14.4% | Added |
| Key Financial Inc | 196 | $19.2K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 197 | $19.3K | 0.01% | +1+0.5% | Added |
| GHP Investment Advisors, Inc. | 200 | $19.6K | 0.00% | −823−80.4% | Reduced |
| Salem Investment Counselors Inc | 200 | $19.6K | 0.00% | 00.0% | Unchanged |