| TSFG, LLC | 2 | $0 | 0.00% | −4−66.7% | Reduced |
| JJJ Advisors Inc. | 1 | $244 | 0.00% | +1 | New |
| Evermay Wealth Management LLC | 2 | $488 | 0.00% | +2 | New |
| Tennessee Valley Asset Management Partners | 2 | $507 | 0.00% | +2 | New |
| Perkins Coie Trust Co | 3 | $731 | 0.00% | −19−86.4% | Reduced |
| Delos Wealth Advisors, LLC | 3 | $732 | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3 | $732 | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 3 | $732 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $975 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $976 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $976 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 4 | $976 | 0.00% | +4 | New |
| Caitlin John, LLC | 4 | $976 | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 5 | $1.22K | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 7 | $1.42K | 0.00% | +7 | New |
| Sound Income Strategies, LLC | 7 | $1.71K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7 | $1.71K | 0.00% | +7 | New |
| Frazier Financial Advisors, LLC | 7 | $1.71K | 0.00% | +7 | New |
| Key Financial Inc | 10 | $2.44K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 10 | $2.44K | 0.00% | +10 | New |
| Frank, Rimerman Advisors LLC | 11 | $2.68K | 0.00% | +11 | New |
| Broadwater Capital Management LLC | 11 | $2.68K | 0.00% | +11 | New |
| Country Trust Bank | 12 | $2.93K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 12 | $2.93K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 11 | $3.00K | 0.00% | +11 | New |
| Oliver Lagore Vanvalin Investment Group | 14 | $3.42K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 46 | $3.58K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 16 | $3.90K | 0.00% | +16 | New |
| Dividend Assets Capital, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 17 | $4.00K | 0.00% | +1+6.3% | Added |
| Cornerstone Planning Group LLC | 19 | $4.63K | 0.00% | −6−24.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 20 | $4.88K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 21 | $5.12K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 21 | $5.12K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 22 | $5.37K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 23 | $5.61K | 0.00% | +23 | New |
| Dunhill Financial, LLC | 23 | $5.69K | 0.01% | +23 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $5.85K | 0.00% | +24 | New |
| Caldwell Sutter Capital, Inc. | 25 | $6.10K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 29 | $7.00K | 0.00% | −3−9.4% | Reduced |
| Park Place Capital Corp | 29 | $7.07K | 0.00% | −406−93.3% | Reduced |
| Northwest Capital Management Inc | 29 | $7.07K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 29 | $7.07K | 0.01% | +29 | New |
| SJS Investment Consulting Inc. | 29 | $7.07K | 0.00% | −4−12.1% | Reduced |
| Abound Wealth Management | 29 | $7.08K | 0.00% | −4−12.1% | Reduced |
| Aspect Partners, LLC | 32 | $7.80K | 0.01% | +32 | New |
| ICA Group Wealth Management, LLC | 33 | $8.05K | 0.00% | +33 | New |
| Mark Sheptoff Financial Planning, LLC | 34 | $8.29K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 35 | $8.54K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 35 | $8.54K | 0.00% | +25+250.0% | Added |
| SOA Wealth Advisors, LLC. | 36 | $8.78K | 0.00% | −97−72.9% | Reduced |
| Pier Capital, LLC | 36 | $8.78K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 38 | $9.00K | 0.01% | +38 | New |
| HHM Wealth Advisors, LLC | 38 | $9.27K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 39 | $9.51K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 40 | $9.76K | 0.00% | +40 | New |
| EdgeRock Capital LLC | 39 | $10.8K | 0.01% | +39 | New |
| Impact Partnership Wealth, LLC | 46 | $11.2K | 0.00% | −66−58.9% | Reduced |
| Bogart Wealth, LLC | 47 | $11.5K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 48 | $11.7K | 0.00% | +48 | New |
| Prestige Wealth Management Group LLC | 49 | $12.0K | 0.00% | −13−21.0% | Reduced |
| Union Savings Bank | 50 | $12.2K | 0.01% | +50 | New |
| Creative Capital Management Investments LLC | 51 | $12.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 51 | $12.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 53 | $12.9K | 0.00% | −22−29.3% | Reduced |
| Private Wealth Management Group, LLC | 54 | $13.2K | 0.01% | +54 | New |
| Newbridge Financial Services Group, Inc. | 55 | $13.4K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 57 | $13.9K | 0.01% | +57 | New |
| Coston, McIsaac & Partners | 61 | $14.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 58 | $14.1K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 59 | $14.4K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 62 | $15.1K | 0.01% | +62 | New |
| Eagle Bay Advisors LLC | 65 | $15.9K | 0.01% | −12−15.6% | Reduced |
| Tucker Asset Management LLC | 65 | $15.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 68 | $16.6K | 0.01% | +68 | New |
| Carolinas Wealth Consulting LLC | 73 | $17.8K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 74 | $18.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 75 | $18.3K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 75 | $18.4K | 0.01% | +51+212.5% | Added |
| Core Alternative Capital | 76 | $18.6K | 0.00% | −48−38.7% | Reduced |
| Emfo, LLC | 78 | $19.0K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 80 | $19.5K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 80 | $19.5K | 0.00% | +80 | New |
| Planning Capital Management Corp | 80 | $19.5K | 0.02% | +80 | New |
| Clean Yield Group | 86 | $21.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 87 | $21.1K | 0.01% | +1+1.2% | Added |
| Umb Bank N A | 90 | $22.0K | 0.00% | −3−3.2% | Reduced |
| Godsey & Gibb Associates | 100 | $24.4K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $24.4K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 101 | $24.6K | 0.01% | −272−72.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 102 | $24.9K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 104 | $25.4K | 0.01% | +104 | New |
| Kozak & Associates, Inc. | 106 | $26.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 109 | $26.6K | 0.01% | +109 | New |
| Motco | 111 | $27.1K | 0.00% | +111 | New |
| Operose Advisors LLC | 113 | $27.6K | 0.01% | −150−57.0% | Reduced |