| Householder Group Estate & Retirement Specialist, LLC | 1 | $0 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Mendota Financial Group, LLC | 1 | $119 | 0.00% | −5−83.3% | Reduced |
| Pathway Financial Advisers, LLC | 26,810 | $226 | 0.00% | +22,941+592.9% | Added |
| Creative Capital Management Investments LLC | 2 | $237 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $356 | 0.00% | +3 | New |
| Reston Wealth Management LLC | 3 | $356 | 0.00% | +3 | New |
| Copley Financial Group, Inc. | 3 | $356 | 0.00% | +3 | New |
| Annapolis Financial Services, LLC | 4 | $431 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $593 | 0.00% | −53−91.4% | Reduced |
| Stuart Chaussee & Associates, Inc. | 5 | $593 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 6 | $598 | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 6 | $676 | 0.00% | +6 | New |
| SOA Wealth Advisors, LLC. | 6 | $712 | 0.00% | −125−95.4% | Reduced |
| 1620 Investment Advisors, Inc. | 7 | $802 | 0.00% | +7 | New |
| MeadowBrook Investment Advisors LLC | 7 | $830 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 9 | $877 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 8 | $949 | 0.00% | +8 | New |
| JDM Financial Group LLC | 8 | $949 | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 8 | $950 | 0.00% | −4−33.3% | Reduced |
| St Germain D J Co Inc | 10 | $1.19K | 0.00% | −53−84.1% | Reduced |
| Goodman Advisory Group, LLC | 10 | $1.19K | 0.00% | +10 | New |
| TFC Financial Management | 10 | $1.19K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 10 | $1.19K | 0.00% | −499−98.0% | Reduced |
| Byrne Asset Management LLC | 11 | $1.30K | 0.00% | −80−87.9% | Reduced |
| POM Investment Strategies, LLC | 13 | $1.54K | 0.00% | −51−79.7% | Reduced |
| Legend Financial Advisors, Inc. | 13 | $1.54K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 13 | $1.54K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 13 | $1.54K | 0.00% | +13 | New |
| Core Alternative Capital | 14 | $1.66K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 18 | $2.13K | 0.00% | +18 | New |
| Tradewinds Capital Management, LLC | 18 | $2.14K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 19 | $2.25K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 21 | $2.49K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 21 | $2.55K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 22 | $2.61K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 23 | $2.73K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 23 | $2.77K | 0.00% | +23 | New |
| Jaffetilchin Investment Partners, LLC | 25 | $2.92K | 0.00% | +25 | New |
| Strategic Investment Solutions, Inc. | 25 | $2.97K | 0.00% | +25 | New |
| Paladin Wealth, LLC | 25 | $2.97K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 33 | $3.92K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 34 | $4.03K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 34 | $4.05K | 0.02% | +34 | New |
| Fairscale Capital, LLC | 35 | $4.15K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 35 | $4.15K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 35 | $4.15K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 36 | $4.24K | 0.00% | −33−47.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 36 | $4.27K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 36 | $4.27K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 36 | $4.27K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 39 | $4.63K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 40 | $4.70K | 0.00% | −87−68.5% | Reduced |
| PSI Advisors, LLC | 40 | $4.75K | 0.00% | −225−84.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 42 | $4.98K | 0.00% | −23−35.4% | Reduced |
| Global Financial Private Client, LLC | 42 | $4.98K | 0.00% | +20+90.9% | Added |
| Reuter James Wealth Management, LLC | 42 | $4.98K | 0.00% | +42 | New |
| Highline Wealth Partners LLC | 44 | $5.22K | 0.00% | +13+41.9% | Added |
| Darwin Advisors, LLC | 44 | $5.22K | 0.00% | +44 | New |
| DecisionPoint Financial, LLC | 50 | $5.93K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $5.93K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 51 | $6.05K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 51 | $6.05K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 51 | $6.05K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 53 | $6.29K | 0.00% | +53 | New |
| Naples Money Management LLC | 55 | $6.53K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 64 | $7.00K | 0.00% | −3−4.5% | Reduced |
| Semmax Financial Advisors Inc. | 69 | $7.06K | 0.00% | −175−71.7% | Reduced |
| Cape Investment Advisory, Inc. | 60 | $7.12K | 0.00% | −339−85.0% | Reduced |
| Sachetta, LLC | 60 | $7.12K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 60 | $7.12K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 65 | $7.71K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 65 | $7.71K | 0.00% | +5+8.3% | Added |
| Cornerstone Planning Group LLC | 75 | $7.98K | 0.00% | −11−12.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 68 | $8.07K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 71 | $8.41K | 0.00% | +30+73.2% | Added |
| SWAN Capital LLC | 72 | $8.57K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 73 | $8.68K | 0.00% | +21+40.4% | Added |
| Planning Capital Management Corp | 76 | $8.99K | 0.01% | +48+171.4% | Added |
| Roble, Belko & Company, Inc | 72 | $9.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 76 | $9.02K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 80 | $9.49K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 81 | $9.61K | 0.00% | +5+6.6% | Added |
| WR Wealth Planners, LLC | 83 | $9.85K | 0.00% | +10+13.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 87 | $10.3K | 0.00% | +87 | New |
| FNY Investment Advisers, LLC | 100 | $11.0K | 0.01% | +100 | New |
| Hemington Wealth Management | 109 | $11.0K | 0.00% | +109 | New |
| Fortitude Family Office, LLC | 94 | $11.2K | 0.00% | +56+147.4% | Added |
| Capital Performance Advisors LLP | 97 | $11.5K | 0.00% | +97 | New |
| Aspire Private Capital, LLC | 98 | $11.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 99 | $11.8K | 0.00% | +11+12.5% | Added |
| Godsey & Gibb Associates | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 101 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 102 | $12.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 105 | $12.5K | 0.00% | −42−28.6% | Reduced |
| Bell Investment Advisors, Inc | 105 | $12.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 105 | $12.5K | 0.00% | −167−61.4% | Reduced |
| Eagle Bay Advisors LLC | 106 | $12.6K | 0.00% | +29+37.7% | Added |
