| Quaker Wealth Management, LLC | 2 | $338 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 3 | $506 | 0.00% | −12−80.0% | Reduced |
| GFG Capital, LLC | 3 | $506 | 0.00% | +3 | New |
| Cherry Tree Wealth Management, LLC | 3 | $507 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $675 | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 5 | $843 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 6 | $1.01K | 0.00% | +1+20.0% | Added |
| GPS Wealth Strategies Group, LLC | 6 | $1.01K | 0.00% | +5+500.0% | Added |
| Anfield Capital Management, LLC | 7 | $1.18K | 0.00% | +7 | New |
| FWL Investment Management, LLC | 7 | $1.18K | 0.00% | +7 | New |
| Oliver Lagore Vanvalin Investment Group | 9 | $1.27K | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.35K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 8 | $1.35K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $1.35K | 0.00% | +4+100.0% | Added |
| Smallwood Wealth Investment Management, LLC | 10 | $1.69K | 0.00% | +10 | New |
| Garde Capital, Inc. | 10 | $1.69K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 10 | $1.69K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 10 | $1.69K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $1.69K | 0.00% | +10 | New |
| Legacy Investment Solutions, LLC | 10 | $1.69K | 0.00% | +10 | New |
| Hollencrest Capital Management | 11 | $1.85K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 11 | $1.85K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 11 | $1.86K | 0.00% | +9+450.0% | Added |
| Hazlett, Burt & Watson, Inc. | 13 | $2.00K | 0.00% | −20−60.6% | Reduced |
| Valley National Advisers Inc | 12 | $2.00K | 0.00% | −3−20.0% | Reduced |
| High Note Wealth, LLC | 12 | $2.02K | 0.00% | −1−7.7% | Reduced |
| SJS Investment Consulting Inc. | 13 | $2.19K | 0.00% | −9−40.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 14 | $2.36K | 0.00% | +6+75.0% | Added |
| TFC Financial Management | 14 | $2.37K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 15 | $2.53K | 0.00% | +15 | New |
| Family Legacy Financial Solutions, LLC | 15 | $2.53K | 0.00% | +15 | New |
| Strategic Wealth Partners, Ltd. | 16 | $2.70K | 0.00% | +16 | New |
| Dogwood Wealth Management LLC | 16 | $2.76K | 0.00% | −5−23.8% | Reduced |
| MorganRosel Wealth Management, LLC | 17 | $2.87K | 0.00% | +2+13.3% | Added |
| American National Bank | 18 | $3.04K | 0.00% | −31−63.3% | Reduced |
| Winch Advisory Services, LLC | 19 | $3.21K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 20 | $3.37K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 20 | $3.37K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 22 | $3.71K | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 24 | $4.07K | 0.00% | −41−63.1% | Reduced |
| ORG Partners LLC | 24 | $4.08K | 0.00% | +4+20.0% | Added |
| Park Place Capital Corp | 24 | $4.09K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 26 | $4.39K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 27 | $4.55K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $4.55K | 0.00% | −1−3.6% | Reduced |
| IMG Wealth Management, Inc. | 28 | $4.72K | 0.00% | +28 | New |
| Capital Advisors, Ltd. LLC | 29 | $5.00K | 0.00% | −1−3.3% | Reduced |
| Dunhill Financial, LLC | 30 | $5.06K | 0.00% | −44−59.5% | Reduced |
| Sterling Capital Management LLC | 30 | $5.06K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 31 | $5.24K | 0.01% | +2+6.9% | Added |
| Glen Eagle Advisors, LLC | 33 | $5.51K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 33 | $5.57K | 0.00% | −3,167−99.0% | Reduced |
| Transce3nd, LLC | 35 | $5.90K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 30 | $6.00K | 0.00% | +9+42.9% | Added |
| Atticus Wealth Management, LLC | 36 | $6.07K | 0.00% | +36 | New |
| Evolution Wealth Management Inc. | 37 | $6.24K | 0.01% | +37 | New |
| Concord Wealth Partners | 38 | $6.41K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 38 | $6.41K | 0.00% | +38 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 39 | $6.58K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 40 | $6.75K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 41 | $6.92K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 44 | $7.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 43 | $7.25K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 43 | $7.25K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 44 | $7.42K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 45 | $7.65K | 0.00% | −3−6.3% | Reduced |
| Addison Advisors LLC | 48 | $8.10K | 0.00% | −78−61.9% | Reduced |
| Main Street Group, LTD | 50 | $8.43K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 51 | $8.60K | 0.00% | −23−31.1% | Reduced |
| City State Bank | 51 | $8.60K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 52 | $8.77K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 54 | $9.03K | 0.01% | +1+1.9% | Added |
| Wolff Wiese Magana LLC | 54 | $9.11K | 0.01% | −45−45.5% | Reduced |
| Ameriflex Group, Inc. | 54 | $9.19K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 55 | $9.28K | 0.00% | +8+17.0% | Added |
| Creative Financial Designs Inc | 56 | $9.45K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 57 | $9.61K | 0.00% | +37+185.0% | Added |
| Strategic Investment Solutions, Inc. | 58 | $9.70K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 58 | $9.76K | 0.00% | +13+28.9% | Added |
| South State Corp. | 58 | $9.78K | 0.00% | +15+34.9% | Added |
| Center for Financial Planning, Inc. | 59 | $9.95K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 60 | $10.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 64 | $10.8K | 0.00% | −74−53.6% | Reduced |
| Solstein Capital, LLC | 64 | $10.8K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 64 | $10.8K | 0.00% | +64 | New |
| Total Investment Management Inc | 66 | $11.1K | 0.00% | +66 | New |
| MJT & Associates Financial Advisory Group, Inc. | 68 | $11.5K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 71 | $11.8K | 0.01% | +2+2.9% | Added |
| Horizon Bancorp Inc | 72 | $12.0K | 0.01% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 75 | $12.7K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 75 | $12.7K | 0.01% | +75 | New |
| Frazier Financial Advisors, LLC | 75 | $12.7K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 76 | $12.8K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 76 | $12.8K | 0.00% | +66+660.0% | Added |
| Fortitude Family Office, LLC | 82 | $13.8K | 0.00% | +16+24.2% | Added |
| Westside Investment Management, Inc. | 88 | $14.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 88 | $14.8K | 0.00% | +88 | New |
| Avion Wealth | 91 | $15.0K | 0.00% | +25+37.9% | Added |