| Navigoe, LLC | 20 | $0 | 0.00% | +20 | New |
| Synergy Investment Management, LLC | 1 | $43 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 1 | $46 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 2 | $92 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $92 | 0.00% | +2 | New |
| Harbor Investment Advisory, LLC | 4 | $184 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 4 | $184 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 7 | $322 | 0.00% | −3−30.0% | Reduced |
| Motco | 7 | $322 | 0.00% | +7 | New |
| Seneschal Advisors, LLC | 9 | $414 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $414 | 0.00% | +1+12.5% | Added |
| Kilter Group LLC | 11 | $506 | 0.00% | +11 | New |
| Mosley Wealth Management | 12 | $551 | 0.00% | +12 | New |
| Financial Consulate, Inc | 13 | $598 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 14 | $633 | 0.00% | +14 | New |
| American Capital Advisory, LLC | 14 | $644 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $644 | 0.00% | +4+40.0% | Added |
| Trifecta Capital Advisors, LLC | 14 | $644 | 0.00% | +14 | New |
| Pacific Center for Financial Services | 15 | $705 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $735 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 16 | $738 | 0.00% | +10+166.7% | Added |
| Key Financial Inc | 18 | $827 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 19 | $873 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 19 | $873 | 0.00% | +19 | New |
| Hughes Financial Services, LLC | 21 | $965 | 0.00% | +10+90.9% | Added |
| Roble, Belko & Company, Inc | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $1.00K | 0.00% | +12+92.3% | Added |
| Dunhill Financial, LLC | 22 | $1.02K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 25 | $1.15K | 0.00% | +10+66.7% | Added |
| Ameriflex Group, Inc. | 25 | $1.15K | 0.00% | +25 | New |
| SWAN Capital LLC | 26 | $1.18K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 27 | $1.24K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 28 | $1.29K | 0.00% | +13+86.7% | Added |
| Elevated Capital Advisors, LLC | 31 | $1.42K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 31 | $1.42K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 35 | $1.61K | 0.00% | +35 | New |
| JNBA Financial Advisors | 38 | $1.75K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 39 | $1.81K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 40 | $1.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $1.88K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 48 | $2.21K | 0.00% | +48 | New |
| DHJJ Financial Advisors, Ltd. | 49 | $2.24K | 0.00% | −5−9.3% | Reduced |
| HFM Investment Advisors, LLC | 49 | $2.25K | 0.00% | +25+104.2% | Added |
| City State Bank | 50 | $2.30K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 50 | $2.30K | 0.00% | +20+66.7% | Added |
| LifeSteps Financial, Inc. | 50 | $2.30K | 0.00% | +50 | New |
| Private Wealth Management Group, LLC | 52 | $2.39K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 53 | $2.41K | 0.00% | −3−5.4% | Reduced |
| Bogart Wealth, LLC | 53 | $2.44K | 0.00% | −13−19.7% | Reduced |
| Continuum Advisory, LLC | 53 | $2.44K | 0.00% | +53 | New |
| First Command Advisory Services, Inc. | 55 | $2.53K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 55 | $2.53K | 0.00% | +55 | New |
| UMA Financial Services, Inc. | 55 | $2.53K | 0.00% | +29+111.5% | Added |
| Cape Investment Advisory, Inc. | 57 | $2.62K | 0.00% | +57 | New |
| Private Wealth Asset Management, LLC | 60 | $2.76K | 0.00% | +60 | New |
| Beaird Harris Wealth Management, LLC | 64 | $2.95K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 68 | $3.13K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 68 | $3.13K | 0.00% | +5+7.9% | Added |
| Principia Wealth Advisory, LLC | 70 | $3.22K | 0.00% | +8+12.9% | Added |
| Bay Harbor Wealth Management, LLC | 71 | $3.26K | 0.00% | +23+47.9% | Added |
| Valued Wealth Advisors LLC | 76 | $3.47K | 0.00% | +10+15.2% | Added |
| Marshall Investment Management, LLC | 78 | $3.58K | 0.00% | +78 | New |
| Asset Dedication, LLC | 80 | $3.68K | 0.00% | +80 | New |
| Bare Financial Services, Inc | 81 | $3.72K | 0.00% | +27+50.0% | Added |
| Copia Wealth Management | 82 | $3.77K | 0.00% | −119−59.2% | Reduced |
| Ares Financial Consulting, LLC | 84 | $3.86K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 97 | $4.00K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 92 | $4.22K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 92 | $4.23K | 0.00% | +46+100.0% | Added |
| South State Corp. | 93 | $4.27K | 0.00% | +12+14.8% | Added |
| Cornerstone Planning Group LLC | 98 | $4.38K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 99 | $4.55K | 0.00% | +99 | New |
| Insight Financial Services | 100 | $4.59K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 106 | $4.87K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 111 | $5.10K | 0.00% | +58+109.4% | Added |
| Atlantic Trust, LLC | 116 | $5.33K | 0.00% | +88+314.3% | Added |
| HM Payson & Co | 120 | $5.51K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 135 | $6.20K | 0.00% | +32+31.1% | Added |
| Zions Bancorporation, National Association | 141 | $6.48K | 0.00% | −1,992−93.4% | Reduced |
| Hollencrest Capital Management | 150 | $6.89K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 151 | $6.97K | 0.00% | −22−12.7% | Reduced |
| Massmutual Trust Co FSB | 155 | $7.12K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 167 | $7.68K | 0.00% | +1+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 178 | $8.18K | 0.00% | +37+26.2% | Added |
| Nemes Rush Group LLC | 181 | $8.30K | 0.00% | +1+0.6% | Added |
| Parkside Financial Bank & Trust | 181 | $8.32K | 0.00% | +30+19.9% | Added |
| Ancora Advisors, LLC | 182 | $8.38K | 0.00% | −145−44.3% | Reduced |
| Manchester Capital Management LLC | 183 | $8.41K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 187 | $8.59K | 0.00% | −16−7.9% | Reduced |
| Capital Advisors, Ltd. LLC | 186 | $9.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $9.19K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 200 | $9.19K | 0.00% | +200 | New |
| CoreCap Advisors, LLC | 211 | $9.70K | 0.00% | +22+11.6% | Added |
| Strategic Investment Solutions, Inc. | 217 | $9.97K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 217 | $9.97K | 0.00% | −188−46.4% | Reduced |
| North Star Investment Management Corp. | 218 | $10.0K | 0.00% | +12+5.8% | Added |
| Bokf, NA | 223 | $10.2K | 0.00% | +223 | New |
| Abound Wealth Management | 227 | $10.4K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 239 | $11.0K | 0.00% | +72+43.1% | Added |