| Medallion Wealth Advisors, LLC | 1 | $124 | 0.00% | −109−99.1% | Reduced |
| ROSS\JOHNSON & Associates LLC | 1 | $124 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 1 | $124 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $125 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $125 | 0.00% | +1 | New |
| Roxbury Financial LLC | 2 | $250 | 0.00% | −19−90.5% | Reduced |
| DecisionPoint Financial, LLC | 2 | $263 | 0.00% | +1+100.0% | Added |
| Parallax Volatility Advisers, L.P. | 3 | $373 | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 3 | $373 | 0.00% | +3 | New |
| Wellington-Altus USA Inc. | 2 | $397 | 0.00% | −87−97.8% | Reduced |
| Pacifica Partners Inc. | 3 | $412 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $447 | 0.00% | −83−95.4% | Reduced |
| Investors Portfolio Services LLC | 4 | $538 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 5 | $622 | 0.00% | −270−98.2% | Reduced |
| CDKV Holdings LLC | 5 | $623 | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 5 | $646 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 5 | $696 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $747 | 0.00% | +5+500.0% | Added |
| Center for Financial Planning, Inc. | 7 | $872 | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 8 | $996 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 9 | $1.12K | 0.00% | −493−98.2% | Reduced |
| Whipplewood Advisors, LLC | 9 | $1.12K | 0.00% | −201−95.7% | Reduced |
| Harborfront Financial Group LLC | 10 | $1.19K | 0.00% | +10 | New |
| WestEnd Advisors, LLC | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 10 | $1.24K | 0.00% | +10 | New |
| Hamrick Investment Counsel, llc | 10 | $1.25K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $1.25K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 13 | $1.62K | 0.00% | −10−43.5% | Reduced |
| Imprint Wealth LLC | 13 | $1.62K | 0.01% | −4−23.5% | Reduced |
| 1620 Investment Advisors, Inc. | 13 | $1.62K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 13 | $1.62K | 0.00% | +13 | New |
| Creative Financial Designs Inc | 14 | $1.74K | 0.00% | −226−94.2% | Reduced |
| Burkett Financial Services, LLC | 14 | $1.74K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 14 | $1.74K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 14 | $1.74K | 0.00% | +1+7.7% | Added |
| Sankala Group LLC | 10 | $1.75K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 15 | $1.87K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 16 | $1.99K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 17 | $2.12K | 0.00% | +7+70.0% | Added |
| Caldwell Sutter Capital, Inc. | 18 | $2.24K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 18 | $2.24K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 18 | $2.24K | 0.00% | +18 | New |
| Addison Advisors LLC | 18 | $2.24K | 0.00% | −2,843−99.4% | Reduced |
| Allied Private Wealth LLC | 18 | $2.47K | 0.00% | +18 | New |
| Corsicana & Co. | 20 | $2.49K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 22 | $2.74K | 0.00% | −381−94.5% | Reduced |
| Centennial Bank | 22 | $2.74K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 22 | $2.74K | 0.00% | +22 | New |
| Retirement Wealth Solutions LLC | 23 | $2.86K | 0.00% | −3−11.5% | Reduced |
| Dunhill Financial, LLC | 23 | $2.95K | 0.00% | −6−20.7% | Reduced |
| Flagship Wealth Advisors, LLC | 25 | $3.11K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 25 | $3.11K | 0.00% | +10+66.7% | Added |
| Highland Investment Advisors LLC | 25 | $3.11K | 0.00% | +25 | New |
| Synergy Investment Management, LLC | 18 | $3.12K | 0.00% | +5+38.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 28 | $3.44K | 0.00% | +2+7.7% | Added |
| Lloyd Advisory Services, LLC. | 28 | $3.50K | 0.00% | −9−24.3% | Reduced |
| Cranbrook Wealth Management, LLC | 29 | $3.61K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 30 | $3.73K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 30 | $3.73K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 30 | $3.73K | 0.00% | +30 | New |
| Godsey & Gibb Associates | 30 | $3.73K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 31 | $3.86K | 0.00% | −7−18.4% | Reduced |
| Evolution Wealth Management Inc. | 31 | $3.86K | 0.00% | +4+14.8% | Added |
| Financial Network Wealth Advisors LLC | 32 | $3.98K | 0.00% | −537−94.4% | Reduced |
| Burk Holdings LLC | 32 | $3.98K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 32 | $3.98K | 0.00% | +9+39.1% | Added |
| Ulland Investment Advisors, LLC | 33 | $4.00K | 0.00% | −20−37.7% | Reduced |
| Centerpoint Advisors, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 34 | $4.23K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 35 | $4.36K | 0.00% | +15+75.0% | Added |
| Planning Strategies Inc. | 35 | $4.36K | 0.00% | +35 | New |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $4.36K | 0.00% | −24−40.7% | Reduced |
| Truvestments Capital LLC | 35 | $4.38K | 0.00% | −5−12.5% | Reduced |
| Operose Advisors LLC | 36 | $4.48K | 0.00% | −65−64.4% | Reduced |
| Napier Financial, LLC | 36 | $4.48K | 0.00% | −5−12.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 23 | $4.56K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 37 | $4.60K | 0.00% | +37 | New |
| Tripletail Wealth Management, LLC | 34 | $4.67K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 38 | $4.73K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 39 | $4.84K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 41 | $5.10K | 0.00% | −9−18.0% | Reduced |
| 10Elms LLP | 41 | $5.12K | 0.00% | +41 | New |
| Torren Management, LLC | 42 | $5.23K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 42 | $5.23K | 0.00% | −9−17.6% | Reduced |
| Acumen Wealth Advisors, LLC | 43 | $5.35K | 0.00% | −11,766−99.6% | Reduced |
| Kingdom Financial Group LLC. | 43 | $5.40K | 0.00% | +6+16.2% | Added |
| Clean Yield Group | 46 | $5.72K | 0.00% | 00.0% | Unchanged |
| 1248 Management, LLC | 46 | $5.72K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 47 | $5.85K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 48 | $5.97K | 0.00% | −42−46.7% | Reduced |
| Quarry LP | 50 | $6.22K | 0.00% | −398−88.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 50 | $6.22K | 0.00% | −346−87.4% | Reduced |
| WealthCollab, LLC | 50 | $6.22K | 0.00% | −28−35.9% | Reduced |
| Bullseye Investment Management, LLC | 50 | $6.22K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 50 | $6.22K | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 50 | $6.22K | 0.00% | +50 | New |
| IAG Wealth Partners, LLC | 50 | $6.22K | 0.00% | +50 | New |
| Buck Wealth Strategies, LLC | 51 | $6.35K | 0.00% | +51 | New |
| Atomic Invest LLC | 52 | $6.50K | 0.00% | 00.0% | Unchanged |