| Activest Wealth Management | 0 | $8 | 0.00% | −16−100.0% | Reduced |
| Raleigh Capital Management Inc. | 0 | $14 | 0.00% | 0 | Unchanged |
| Truvestments Capital LLC | 0 | $14 | 0.00% | 0 | New |
| TFC Financial Management | 1 | $105 | 0.00% | +1 | New |
| CBIZ Investment Advisory Services, LLC | 2 | $208 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 3 | $312 | 0.00% | −2−40.0% | Reduced |
| Horizon Investments, LLC | 3 | $312 | 0.00% | +3 | New |
| Twin Peaks Wealth Advisors, LLC | 4 | $436 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $520 | 0.00% | +2+66.7% | Added |
| Sachetta, LLC | 5 | $521 | 0.00% | −23−82.1% | Reduced |
| American Capital Advisory, LLC | 5 | $521 | 0.00% | +4+400.0% | Added |
| Kestra Investment Management, LLC | 5 | $523 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $625 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $625 | 0.00% | +6 | New |
| Quaker Wealth Management, LLC | 6 | $625 | 0.00% | +6 | New |
| TD Capital Management LLC | 7 | $744 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $833 | 0.00% | +6+300.0% | Added |
| Thompson Investment Management, Inc. | 8 | $863 | 0.00% | +2+33.3% | Added |
| Winthrop Capital Management, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 10 | $1.04K | 0.00% | +6+150.0% | Added |
| Kilter Group LLC | 10 | $1.04K | 0.00% | +10 | New |
| MJT & Associates Financial Advisory Group, Inc. | 11 | $1.07K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $1.15K | 0.00% | −14−56.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 11 | $1.15K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $1.25K | 0.00% | −87−87.9% | Reduced |
| CoreCap Advisors, LLC | 12 | $1.25K | 0.00% | −7−36.8% | Reduced |
| Rialto Wealth Management, LLC | 13 | $1.35K | 0.00% | −2−13.3% | Reduced |
| Nisa Investment Advisors, LLC | 13 | $1.35K | 0.00% | +13 | New |
| Crowley Wealth Management, Inc. | 14 | $1.46K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 15 | $1.56K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $1.56K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 15 | $1.56K | 0.00% | +15 | New |
| Tortoise Investment Management, LLC | 16 | $1.67K | 0.00% | +4+33.3% | Added |
| Painted Porch Advisors LLC | 17 | $1.77K | 0.00% | −10−37.0% | Reduced |
| Brown Brothers Harriman & Co | 18 | $1.87K | 0.00% | +18 | New |
| Meeder Asset Management Inc | 19 | $1.98K | 0.00% | −41−68.3% | Reduced |
| Cromwell Holdings LLC | 19 | $1.98K | 0.00% | +9+90.0% | Added |
| First PREMIER Bank | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 21 | $2.28K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $2.40K | 0.00% | −3−11.5% | Reduced |
| McIlrath & Eck, LLC | 27 | $2.81K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 28 | $2.92K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 29 | $3.02K | 0.00% | −37−56.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 29 | $3.02K | 0.00% | +29 | New |
| TD Private Client Wealth LLC | 30 | $3.12K | 0.00% | −61−67.0% | Reduced |
| Manchester Capital Management LLC | 33 | $3.44K | 0.00% | −9−21.4% | Reduced |
| GFG Capital, LLC | 36 | $3.75K | 0.00% | +36 | New |
| Spire Wealth Management | 37 | $3.90K | 0.00% | −171−82.2% | Reduced |
| Westend Capital Management, LLC | 40 | $4.17K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 40 | $4.17K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $4.37K | 0.00% | +1+2.4% | Added |
| JDM Financial Group LLC | 45 | $4.69K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 48 | $5.00K | 0.00% | +48 | New |
| Pin Oak Investment Advisors Inc | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 50 | $5.21K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $5.21K | 0.00% | +50 | New |
| Scarborough Advisors, LLC | 50 | $5.21K | 0.00% | +50 | New |
| MTM Investment Management, LLC | 50 | $5.21K | 0.00% | +50 | New |
| Lowe Wealth Advisors, LLC | 51 | $5.31K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 52 | $5.42K | 0.00% | −17−24.6% | Reduced |
| Concord Wealth Partners | 58 | $6.04K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 59 | $6.13K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 60 | $6.25K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 62 | $6.46K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 66 | $6.79K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 70 | $7.29K | 0.00% | +12+20.7% | Added |
| IAG Wealth Partners, LLC | 72 | $7.50K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 74 | $7.71K | 0.00% | −17−18.7% | Reduced |
| Avion Wealth | 85 | $8.00K | 0.00% | −1−1.2% | Reduced |
| Bell Investment Advisors, Inc | 77 | $8.02K | 0.00% | +31+67.4% | Added |
| Private Wealth Asset Management, LLC | 79 | $8.23K | 0.00% | −4−4.8% | Reduced |
| ORG Partners LLC | 82 | $8.80K | 0.00% | −25−23.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 88 | $9.16K | 0.00% | +88 | New |
| Cornerstone Planning Group LLC | 84 | $9.41K | 0.00% | −1−1.2% | Reduced |
| Larson Financial Group LLC | 93 | $9.68K | 0.00% | −79−45.9% | Reduced |
| Financial Management Professionals, Inc. | 96 | $10.0K | 0.00% | +96 | New |
| Montag A & Associates Inc | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 104 | $10.8K | 0.00% | −100−49.0% | Reduced |
| Fourth Dimension Wealth, LLC | 106 | $11.0K | 0.00% | −45−29.8% | Reduced |
| Investors Research Corp | 106 | $11.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 111 | $11.6K | 0.00% | −225−67.0% | Reduced |
| Smithfield Trust Co | 121 | $13.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 126 | $13.1K | 0.01% | −206−62.0% | Reduced |
| Tradewinds Capital Management, LLC | 130 | $13.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 131 | $13.6K | 0.00% | +115+718.8% | Added |
| Toth Financial Advisory Corp | 135 | $14.1K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 138 | $14.4K | 0.01% | +138 | New |
| Ancora Advisors, LLC | 144 | $15.0K | 0.00% | −108−42.9% | Reduced |
| Financial Network Wealth Advisors LLC | 145 | $15.1K | 0.02% | +16+12.4% | Added |
| Northwest Capital Management Inc | 150 | $15.6K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 151 | $15.7K | 0.00% | −13−7.9% | Reduced |
| Centerpoint Advisors, LLC | 155 | $16.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 157 | $16.3K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 159 | $16.6K | 0.00% | −407−71.9% | Reduced |
| YANKCOM Partnership | 160 | $16.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 166 | $17.3K | 0.00% | −3−1.8% | Reduced |
| Atlantic Trust, LLC | 169 | $17.6K | 0.00% | +21+14.2% | Added |
| Frazier Financial Advisors, LLC | 175 | $18.2K | 0.01% | −11−5.9% | Reduced |
| West Branch Capital LLC | 180 | $18.7K | 0.01% | 00.0% | Unchanged |