| Centerpoint Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1 | $109 | 0.00% | −32−97.0% | Reduced |
| American Capital Advisory, LLC | 1 | $204 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 1 | $204 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $204 | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $204 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $407 | 0.00% | +2 | New |
| Values First Advisors, Inc. | 2 | $422 | 0.00% | +2 | Added |
| Marshall & Sterling Wealth Advisors Inc. | 3 | $611 | 0.00% | −35−92.1% | Reduced |
| WealthTrak Capital Management LLC | 3 | $611 | 0.00% | −2−40.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3 | $611 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $611 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 4 | $814 | 0.00% | +4 | New |
| Signature Resources Capital Management, LLC | 4 | $814 | 0.00% | +4 | New |
| CBIZ Investment Advisory Services, LLC | 4 | $821 | 0.00% | −23−85.2% | Reduced |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | −1−20.0% | Reduced |
| Trifecta Capital Advisors, LLC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $1.02K | 0.00% | +4+400.0% | Added |
| Stephens Consulting, LLC | 5 | $1.02K | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $1.22K | 0.00% | −11−64.7% | Reduced |
| Albion Financial Group | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $1.22K | 0.00% | +6 | New |
| Clark Wealth Partners | 7 | $1.42K | 0.00% | +1+16.7% | Added |
| TFC Financial Management | 7 | $1.43K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7 | $1.43K | 0.00% | +7 | New |
| Anfield Capital Management, LLC | 7 | $1.43K | 0.00% | +7 | New |
| FWL Investment Management, LLC | 7 | $1.43K | 0.00% | +7 | New |
| Sittner & Nelson, LLC | 8 | $1.63K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 8 | $1.63K | 0.00% | +1+14.3% | Added |
| NVWM, LLC | 8 | $1.63K | 0.00% | +2+33.3% | Added |
| Total Investment Management Inc | 8 | $1.63K | 0.00% | +8 | New |
| Creative Capital Management Investments LLC | 9 | $1.83K | 0.00% | +9 | New |
| Evergreen Private Wealth LLC | 9 | $1.83K | 0.00% | +9 | New |
| Hazlett, Burt & Watson, Inc. | 10 | $2.00K | 0.00% | +1+11.1% | Added |
| NBC Securities, Inc. | 14 | $2.00K | 0.00% | +14 | New |
| Painted Porch Advisors LLC | 10 | $2.04K | 0.00% | −5−33.3% | Reduced |
| Horizon Financial Services, LLC | 10 | $2.04K | 0.00% | +5+100.0% | Added |
| IMG Wealth Management, Inc. | 10 | $2.04K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $2.22K | 0.00% | −9−47.4% | Reduced |
| Activest Wealth Management | 11 | $2.24K | 0.00% | +6+120.0% | Added |
| Copia Wealth Management | 12 | $2.44K | 0.00% | −13−52.0% | Reduced |
| UMA Financial Services, Inc. | 13 | $2.65K | 0.00% | −2−13.3% | Reduced |
| Addison Advisors LLC | 13 | $2.65K | 0.00% | +13 | New |
| MCF Advisors LLC | 14 | $2.85K | 0.00% | −5−26.3% | Reduced |
| First Horizon Advisors, Inc. | 14 | $2.85K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 14 | $2.85K | 0.00% | +14 | New |
| AdvisorNet Financial, Inc | 15 | $3.05K | 0.00% | −25−62.5% | Reduced |
| Aspect Partners, LLC | 16 | $3.26K | 0.00% | −1−5.9% | Reduced |
| Abound Wealth Management | 17 | $3.46K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 19 | $3.55K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 18 | $3.66K | 0.00% | +12+200.0% | Added |
| Silicon Valley Capital Partners | 18 | $3.66K | 0.00% | +18 | New |
| High Note Wealth, LLC | 19 | $3.87K | 0.00% | −1−5.0% | Reduced |
| Red Tortoise LLC | 19 | $3.87K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 19 | $3.87K | 0.00% | +19 | New |
| South State Corp. | 20 | $4.07K | 0.00% | −1−4.8% | Reduced |
| NBT Bank N A | 20 | $4.07K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 21 | $4.27K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $4.88K | 0.00% | −3−11.1% | Reduced |
| Morse Asset Management, Inc | 24 | $4.88K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 25 | $5.09K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $5.26K | 0.00% | −2−7.1% | Reduced |
| ORG Partners LLC | 26 | $5.28K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 26 | $5.29K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 27 | $5.50K | 0.00% | +13+92.9% | Added |
| Private Wealth Management Group, LLC | 29 | $5.90K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 33 | $6.00K | 0.00% | −16−32.7% | Reduced |
| Howard Hughes Medical Institute | 30 | $6.11K | 0.00% | +30 | New |
| JNBA Financial Advisors | 31 | $6.31K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 34 | $6.33K | 0.00% | +6+21.4% | Added |
| CoreCap Advisors, LLC | 32 | $6.51K | 0.00% | −6−15.8% | Reduced |
| Dogwood Wealth Management LLC | 34 | $6.85K | 0.00% | +25+277.8% | Added |
| Aventura Private Wealth, LLC | 35 | $7.12K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 36 | $7.39K | 0.00% | +11+44.0% | Added |
| General Partner, Inc. | 38 | $7.73K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 41 | $8.00K | 0.00% | +12+41.4% | Added |
| Ridgewood Investments LLC | 40 | $8.14K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 40 | $8.14K | 0.01% | +1+2.6% | Added |
| NewSquare Capital LLC | 44 | $8.95K | 0.00% | −28−38.9% | Reduced |
| Wolff Wiese Magana LLC | 46 | $9.36K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $10.2K | 0.00% | +50 | New |
| Smithfield Trust Co | 52 | $11.0K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 55 | $11.2K | 0.01% | +13+31.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 61 | $11.4K | 0.00% | +61 | New |
| Washington Trust Advisors, Inc. | 58 | $11.8K | 0.00% | +11+23.4% | Added |
| Rise Advisors, LLC | 58 | $11.9K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 62 | $12.0K | 0.00% | +62 | New |
| Bell Investment Advisors, Inc | 69 | $14.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 71 | $14.5K | 0.00% | −517−87.9% | Reduced |
| Montag A & Associates Inc | 72 | $14.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 73 | $15.0K | 0.00% | +2+2.8% | Added |
| GW&K Investment Management, LLC | 73 | $15.0K | 0.00% | −2−2.7% | Reduced |
| MV Capital Management, Inc. | 76 | $15.5K | 0.00% | −2−2.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 78 | $15.9K | 0.00% | +78 | New |
| Sierra Ocean, LLC | 80 | $16.4K | 0.01% | 00.0% | Unchanged |