| Cape Investment Advisory, Inc. | 1 | $350 | 0.00% | −95−99.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 1 | $350 | 0.01% | −31−96.9% | Reduced |
| Christopher J. Hasenberg, Inc | 1 | $350 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1 | $350 | 0.00% | +1 | New |
| Creative Financial Designs Inc | 2 | $700 | 0.00% | −2−50.0% | Reduced |
| Fiduciary Wealth Partners, LLC | 2 | $700 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 3 | $1.05K | 0.00% | −2−40.0% | Reduced |
| Bare Financial Services, Inc | 3 | $1.05K | 0.00% | −1−25.0% | Reduced |
| Aventura Private Wealth, LLC | 3 | $1.05K | 0.00% | +3 | New |
| S&T Bank | 4 | $1.40K | 0.00% | −5−55.6% | Reduced |
| BankPlus Trust Department | 4 | $1.40K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 4 | $1.40K | 0.00% | +4 | New |
| Rise Advisors, LLC | 4 | $1.40K | 0.00% | +4 | New |
| Evergreen Private Wealth LLC | 4 | $1.40K | 0.00% | +4 | New |
| Maseco LLP | 4 | $1.40K | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 4 | $1.40K | 0.00% | +4 | New |
| Stephens Consulting, LLC | 4 | $1.40K | 0.00% | +4 | New |
| Colonial Trust Co | 4 | $1.50K | 0.00% | −14−77.8% | Reduced |
| Activest Wealth Management | 5 | $1.64K | 0.00% | −266−98.2% | Reduced |
| N.E.W. Advisory Services LLC | 5 | $1.75K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 5 | $1.75K | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $1.75K | 0.00% | +3+150.0% | Added |
| Ogorek Anthony Joseph | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 6 | $2.10K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 6 | $2.10K | 0.00% | +5+500.0% | Added |
| Quaker Wealth Management, LLC | 6 | $2.10K | 0.00% | +6 | New |
| WealthTrak Capital Management LLC | 7 | $2.45K | 0.00% | +2+40.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 7 | $2.45K | 0.00% | +7 | New |
| Fairscale Capital, LLC | 7 | $2.73K | 0.00% | +7 | New |
| Essential Partners LLC | 8 | $2.80K | 0.00% | +8 | New |
| Atlantic Private Wealth, LLC | 8 | $2.97K | 0.00% | +8 | New |
| Parkworth Wealth Management, Inc. | 9 | $3.15K | 0.00% | +2+28.6% | Added |
| Tortoise Investment Management, LLC | 9 | $3.15K | 0.00% | +9 | New |
| Garde Capital, Inc. | 10 | $3.50K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 10 | $3.50K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $3.50K | 0.00% | +1+11.1% | Added |
| Financial Network Wealth Advisors LLC | 10 | $3.50K | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 11 | $3.85K | 0.00% | +6+120.0% | Added |
| Rialto Wealth Management, LLC | 11 | $3.85K | 0.00% | +9+450.0% | Added |
| Stone House Investment Management, LLC | 11 | $3.85K | 0.00% | +11 | New |
| Sound Income Strategies, LLC | 13 | $4.55K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $4.55K | 0.00% | +5+62.5% | Added |
| Salem Investment Counselors Inc | 13 | $4.55K | 0.00% | +6+85.7% | Added |
| DHJJ Financial Advisors, Ltd. | 13 | $4.55K | 0.00% | +13 | New |
| Traub Capital Management LLC | 13 | $4.60K | 0.00% | +13 | New |
| Hughes Financial Services, LLC | 12 | $4.69K | 0.00% | −9−42.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 14 | $4.90K | 0.00% | −621−97.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 14 | $4.90K | 0.00% | +4+40.0% | Added |
| Capital Analysts, LLC | 13 | $5.00K | 0.00% | −8−38.1% | Reduced |
| PrairieView Partners, LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 15 | $5.25K | 0.00% | +15 | New |
| Nemes Rush Group LLC | 17 | $5.95K | 0.00% | +1+6.3% | Added |
| Highline Wealth Partners LLC | 17 | $5.95K | 0.00% | +2+13.3% | Added |
| Cromwell Holdings LLC | 17 | $5.95K | 0.00% | +5+41.7% | Added |
| Trifecta Capital Advisors, LLC | 17 | $5.95K | 0.00% | +17 | New |
| Legacy Investment Solutions, LLC | 17 | $5.95K | 0.00% | +17 | New |
| Legacy Wealth Managment, LLC | 17 | $5.95K | 0.00% | +17 | New |
| Trust Co | 19 | $6.65K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 20 | $7.00K | 0.00% | +10+100.0% | Added |
| Washington Trust Advisors, Inc. | 20 | $7.03K | 0.00% | −34−63.0% | Reduced |
| Harbor Investment Advisory, LLC | 21 | $7.35K | 0.00% | −9−30.0% | Reduced |
| GFG Capital, LLC | 21 | $7.35K | 0.00% | +21 | New |
| Capital Advisors, Ltd. LLC | 24 | $8.00K | 0.00% | +19+380.0% | Added |
| Decker Retirement Planning Inc. | 23 | $8.05K | 0.00% | +23 | New |
| Prestige Wealth Management Group LLC | 24 | $8.40K | 0.00% | −4−14.3% | Reduced |
| Bogart Wealth, LLC | 24 | $8.40K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 25 | $8.75K | 0.00% | +25 | New |
| Bernard Wealth Management Corp. | 26 | $9.10K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 27 | $9.31K | 0.00% | −2−6.9% | Reduced |
| Rothschild Investment LLC | 28 | $9.80K | 0.00% | +4+16.7% | Added |
| Total Investment Management Inc | 28 | $9.80K | 0.00% | +28 | New |
| Transce3nd, LLC | 28 | $9.82K | 0.00% | +28 | New |
| CBIZ Investment Advisory Services, LLC | 29 | $10.2K | 0.00% | +20+222.2% | Added |
| DiNuzzo Private Wealth, Inc. | 29 | $10.2K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 30 | $10.5K | 0.00% | +30 | New |
| MTM Investment Management, LLC | 30 | $10.5K | 0.00% | +30 | New |
| Aspect Partners, LLC | 30 | $10.5K | 0.01% | +30 | New |
| Atlantic Trust, LLC | 31 | $10.9K | 0.00% | +28+933.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $10.9K | 0.00% | +21+210.0% | Added |
| WealthCollab, LLC | 32 | $11.2K | 0.01% | +13+68.4% | Added |
| Quest 10 Wealth Builders, Inc. | 32 | $11.3K | 0.01% | +32 | Added |
| Global Wealth Strategies & Associates | 35 | $12.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 35 | $12.3K | 0.00% | +1+2.9% | Added |
| Proffitt & Goodson Inc | 35 | $12.3K | 0.00% | +35 | New |
| Cherry Tree Wealth Management, LLC | 35 | $12.3K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 35 | $12.3K | 0.00% | +35 | New |
| Kilter Group LLC | 36 | $12.6K | 0.01% | +36 | New |
| Westside Investment Management, Inc. | 38 | $12.8K | 0.00% | +38 | New |
| Heritage Wealth Advisors | 39 | $13.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 42 | $14.7K | 0.00% | −329−88.7% | Reduced |
| Park Place Capital Corp | 44 | $14.8K | 0.00% | +26+144.4% | Added |
| Barnes Dennig Private Wealth Management LLC | 45 | $15.8K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 46 | $16.1K | 0.00% | +46 | New |
| UMA Financial Services, Inc. | 48 | $16.8K | 0.00% | +21+77.8% | Added |
| Pinnacle Bancorp, Inc. | 48 | $16.8K | 0.01% | +22+84.6% | Added |
| TD Capital Management LLC | 49 | $17.2K | 0.00% | +43+716.7% | Added |
| Sierra Ocean, LLC | 50 | $17.5K | 0.01% | +44+733.3% | Added |
| Park Circle Co | 50 | $17.5K | 0.02% | +50 | New |
| HHM Wealth Advisors, LLC | 55 | $19.3K | 0.00% | 00.0% | Unchanged |