| Manning & Napier Advisors LLC | 8 | $1.73K | 0.00% | −9−52.9% | Reduced |
| Boyd Watterson Asset Management LLC | 9 | $1.92K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 9 | $1.92K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 9 | $1.92K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 9 | $1.92K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 9 | $1.92K | 0.00% | +1+12.5% | Added |
| Advocate Investing Services LLC | 9 | $1.92K | 0.00% | +9 | New |
| Birchwood Financial Partners, Inc. | 9 | $1.92K | 0.00% | +9 | New |
| Monetary Solutions, Ltd | 9 | $1.95K | 0.00% | +9 | New |
| Navigoe, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 10 | $2.13K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 10 | $2.13K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $2.13K | 0.00% | +2+25.0% | Added |
| Pacifica Partners Inc. | 10 | $2.16K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 11 | $2.29K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 10 | $2.33K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 11 | $2.35K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 11 | $2.35K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 11 | $2.35K | 0.00% | +10+1,000.0% | Added |
| Bartlett & Co. Wealth Management LLC | 11 | $2.35K | 0.00% | −8−42.1% | Reduced |
| Bullock Wealth Management Group | 11 | $2.35K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $2.56K | 0.00% | −15−55.6% | Reduced |
| Team Financial Group, LLC | 12 | $2.56K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 12 | $2.56K | 0.00% | +12 | New |
| JNBA Financial Advisors | 12 | $2.56K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 12 | $2.56K | 0.00% | +12 | New |
| Wealth Preservation Advisors, LLC | 13 | $2.77K | 0.00% | −5−27.8% | Reduced |
| Sunbelt Securities, Inc. | 13 | $2.77K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 13 | $2.77K | 0.00% | +11+550.0% | Added |
| Financial Freedom, LLC | 14 | $2.89K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 14 | $2.99K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $2.99K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 14 | $2.99K | 0.00% | +1+7.7% | Added |
| Eq Wealth Advisors, LLC | 14 | $2.99K | 0.00% | +14 | New |
| DHJJ Financial Advisors, Ltd. | 14 | $3.03K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 15 | $3.20K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 15 | $3.20K | 0.00% | +5+50.0% | Added |
| McIlrath & Eck, LLC | 15 | $3.20K | 0.00% | +1+7.1% | Added |
| Edmond de Rothschild Holding S.A. | 16 | $3.42K | 0.00% | −9−36.0% | Reduced |
| Richardson Capital Management LLC | 16 | $3.42K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 16 | $3.42K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 16 | $3.42K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $3.42K | 0.00% | +6+60.0% | Added |
| Atwood & Palmer Inc | 16 | $3.42K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 16 | $3.42K | 0.00% | +1+6.7% | Added |
| Dunhill Financial, LLC | 17 | $3.60K | 0.00% | +2+13.3% | Added |
| Colonial Trust Advisors | 17 | $3.63K | 0.00% | −5−22.7% | Reduced |
| Hughes Financial Services, LLC | 17 | $3.63K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 17 | $3.63K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 18 | $3.84K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 18 | $3.84K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 18 | $3.84K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 18 | $3.84K | 0.00% | +7+63.6% | Added |
| Bollard Group LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 18 | $4.00K | 0.00% | −2−10.0% | Reduced |
| New Millennium Group LLC | 19 | $4.06K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 19 | $4.06K | 0.00% | +14+280.0% | Added |
| Atlantic Union Bankshares Corp | 19 | $4.10K | 0.00% | −1−5.0% | Reduced |
| New England Capital Financial Advisors LLC | 19 | $4.11K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 20 | $4.27K | 0.00% | −1−4.8% | Reduced |
| HighMark Wealth Management LLC | 20 | $4.28K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 21 | $4.48K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 21 | $4.48K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 21 | $4.58K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 22 | $4.70K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 22 | $4.70K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 22 | $4.70K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 22 | $4.75K | 0.00% | −1−4.3% | Reduced |
| Duncker Streett & Co Inc | 23 | $4.91K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 23 | $4.91K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 23 | $4.91K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 23 | $4.91K | 0.00% | +3+15.0% | Added |
| S&T Bank | 24 | $5.12K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 25 | $5.34K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $5.34K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 26 | $5.55K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 26 | $5.55K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 26 | $5.55K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 26 | $5.55K | 0.00% | +25+2,500.0% | Added |
| Greenline Wealth Management LLC | 26 | $5.59K | 0.01% | +26 | New |
| Aspect Partners, LLC | 27 | $5.76K | 0.00% | −16−37.2% | Reduced |
| Addison Advisors LLC | 27 | $5.76K | 0.00% | −89−76.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 27 | $5.76K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 28 | $5.98K | 0.00% | −279−90.9% | Reduced |
| Cornerstone Financial Management LLC | 28 | $5.98K | 0.01% | +28 | New |
| Rossby Financial, LCC | 29 | $6.19K | 0.00% | +22+314.3% | Added |
| Kilter Group LLC | 29 | $6.19K | 0.00% | +5+20.8% | Added |
| City State Bank | 30 | $6.40K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 30 | $6.40K | 0.00% | −2−6.3% | Reduced |
| Cornerstone Planning Group LLC | 28 | $6.41K | 0.00% | −3,325−99.2% | Reduced |
| IMA Wealth, Inc. | 31 | $6.62K | 0.00% | +30+3,000.0% | Added |
| Financial Network Wealth Advisors LLC | 31 | $6.64K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 36 | $7.00K | 0.00% | +3+9.1% | Added |
| Godfrey Financial Associates, Inc. | 34 | $7.15K | 0.01% | +34 | New |
| Camelot Portfolios, LLC | 34 | $7.26K | 0.00% | +34 | New |
| SHP Wealth Management | 35 | $7.38K | 0.00% | +35 | New |
| Strategic Investment Solutions, Inc. | 35 | $7.47K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 35 | $7.47K | 0.00% | 00.0% | Unchanged |
| Trust Co | 35 | $7.47K | 0.00% | +35 | New |
| North Star Investment Management Corp. | 35 | $7.49K | 0.00% | +6+20.7% | Added |