| Pathway Financial Advisers, LLC | 28,577 | $99 | 0.00% | +28,478+28,765.7% | Added |
| Y.D. More Investments Ltd | 250 | $194 | 0.00% | +35+16.3% | Added |
| Financial Gravity Companies, Inc. | 1 | $288 | 0.00% | +1 | New |
| DHJJ Financial Advisors, Ltd. | 1 | $289 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 2 | $577 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $865 | 0.00% | +1+50.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 4 | $1.15K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.44K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5 | $1.44K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 5 | $1.44K | 0.00% | +5 | New |
| Studio Investment Management LLC | 6 | $1.73K | 0.00% | +6 | New |
| Talon Private Wealth, LLC | 6 | $1.73K | 0.00% | +6 | New |
| WealthCollab, LLC | 7 | $2.02K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 7 | $2.02K | 0.00% | +7 | New |
| Motco | 8 | $2.31K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 8 | $2.31K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 9 | $2.55K | 0.00% | +9 | New |
| Legacy Wealth Managment, LLC | 9 | $2.55K | 0.00% | +9 | New |
| Riggs Asset Managment Co. Inc. | 9 | $2.60K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 9 | $2.60K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 10 | $2.88K | 0.00% | −75−88.2% | Reduced |
| Highline Wealth Partners LLC | 10 | $2.88K | 0.00% | −2−16.7% | Reduced |
| Adirondack Trust Co | 11 | $3.17K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 12 | $3.46K | 0.00% | −17−58.6% | Reduced |
| Burkett Financial Services, LLC | 12 | $3.46K | 0.00% | +12 | New |
| Peterson Financial Group, Inc. | 13 | $3.71K | 0.01% | +13 | New |
| MeadowBrook Investment Advisors LLC | 13 | $3.75K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 13 | $3.75K | 0.00% | +13 | New |
| Financial Network Wealth Advisors LLC | 14 | $4.04K | 0.00% | +8+133.3% | Added |
| Fairscale Capital, LLC | 14 | $4.05K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 15 | $4.33K | 0.00% | +15 | New |
| Stephens Consulting, LLC | 16 | $4.62K | 0.00% | −9−36.0% | Reduced |
| New Millennium Group LLC | 17 | $4.76K | 0.00% | +1+6.3% | Added |
| North Star Investment Management Corp. | 17 | $4.90K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 17 | $4.99K | 0.00% | +7+70.0% | Added |
| Pin Oak Investment Advisors Inc | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 19 | $5.48K | 0.00% | −6−24.0% | Reduced |
| Carolina Wealth Advisors, LLC | 20 | $5.77K | 0.00% | +20 | New |
| 1620 Investment Advisors, Inc. | 21 | $6.06K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 22 | $6.34K | 0.00% | +14+175.0% | Added |
| TD Capital Management LLC | 24 | $6.92K | 0.00% | +24 | New |
| First PREMIER Bank | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 27 | $7.79K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 28 | $8.13K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 30 | $8.69K | 0.00% | −39−56.5% | Reduced |
| Dunhill Financial, LLC | 34 | $9.81K | 0.01% | +1+3.0% | Added |
| TSFG, LLC | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 35 | $10.0K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 36 | $10.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $10.1K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 35 | $10.1K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 35 | $10.1K | 0.01% | +5+16.7% | Added |
| Albion Financial Group | 35 | $10.2K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 36 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 37 | $10.7K | 0.00% | +37 | New |
| Harbor Capital Advisors, Inc. | 37 | $11.0K | 0.00% | +37 | New |
| Red Tortoise LLC | 39 | $11.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 43 | $12.3K | 0.00% | +2+4.9% | Added |
| Clear Point Advisors Inc. | 44 | $12.7K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 46 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 45 | $13.0K | 0.00% | −14−23.7% | Reduced |
| Ogorek Anthony Joseph | 48 | $13.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 46 | $13.3K | 0.01% | −6−11.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 47 | $13.6K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $13.8K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 48 | $13.8K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 50 | $14.0K | 0.00% | −11,448−99.6% | Reduced |
| Painted Porch Advisors LLC | 49 | $14.1K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 51 | $14.7K | 0.01% | −33−39.3% | Reduced |
| PFG Private Wealth Management, LLC | 53 | $15.3K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 54 | $15.6K | 0.01% | +4+8.0% | Added |
| Copeland Capital Management, LLC | 54 | $15.6K | 0.00% | +54 | New |
| Proffitt & Goodson Inc | 56 | $16.1K | 0.00% | −30−34.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 56 | $16.1K | 0.00% | +56 | New |
| West Branch Capital LLC | 58 | $16.7K | 0.01% | −468−89.0% | Reduced |
| Redmont Wealth Advisors LLC | 58 | $16.7K | 0.03% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 59 | $17.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 59 | $17.0K | 0.01% | +42+247.1% | Added |
| Legend Financial Advisors, Inc. | 63 | $18.2K | 0.01% | −78−55.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 65 | $18.7K | 0.01% | −24−27.0% | Reduced |
| Toth Financial Advisory Corp | 65 | $18.7K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 66 | $19.0K | 0.01% | +1+1.5% | Added |
| Mascoma Wealth Management LLC | 69 | $19.9K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 71 | $20.5K | 0.00% | +54+317.6% | Added |
| Northwest Bank & Trust Co | 72 | $20.8K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 74 | $21.3K | 0.00% | +74 | New |
| Cherry Tree Wealth Management, LLC | 76 | $21.9K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 76 | $22.0K | 0.01% | +76 | New |
| Reston Wealth Management LLC | 77 | $22.3K | 0.01% | +77 | New |
| Atlantic Trust, LLC | 80 | $23.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 88 | $25.0K | 0.00% | +6+7.3% | Added |
| Planning Capital Management Corp | 90 | $26.0K | 0.02% | −119−56.9% | Reduced |
| Financial Perspectives, Inc | 94 | $27.1K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 97 | $27.8K | 0.00% | +35+56.5% | Added |
| Abound Wealth Management | 97 | $28.0K | 0.01% | +31+47.0% | Added |
| Beutel, Goodman & Co Ltd. | 100 | $28.0K | 0.00% | +100 | New |
| City Holding Co | 99 | $28.5K | 0.00% | −1−1.0% | Reduced |
| Laurel Wealth Advisors LLC | 99 | $28.6K | 0.00% | 00.0% | Unchanged |