| LGT Financial Advisors LLC | 2 | $240 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $241 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 3 | $301 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $360 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $360 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $361 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $480 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $480 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $480 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $513 | 0.00% | −29−87.9% | Reduced |
| NVWM, LLC | 5 | $600 | 0.00% | +4+400.0% | Added |
| Solstein Capital, LLC | 5 | $600 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 6 | $720 | 0.00% | +4+200.0% | Added |
| Concord Wealth Partners | 7 | $840 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $854 | 0.00% | −13−65.0% | Reduced |
| Bellwether Advisors, LLC | 8 | $961 | 0.00% | −53−86.9% | Reduced |
| BFSG, LLC | 8 | $961 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 9 | $1.08K | 0.00% | −24−72.7% | Reduced |
| SWAN Capital LLC | 9 | $1.08K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 9 | $1.08K | 0.00% | +9 | New |
| Stephens Consulting, LLC | 9 | $1.08K | 0.00% | +9 | New |
| YANKCOM Partnership | 10 | $1.20K | 0.00% | +10 | New |
| TD Capital Management LLC | 10 | $1.20K | 0.00% | −10−50.0% | Reduced |
| Centricity Wealth Management, LLC | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 10 | $1.20K | 0.00% | +10 | New |
| Talon Private Wealth, LLC | 10 | $1.20K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $1.32K | 0.00% | −2−15.4% | Reduced |
| Accent Capital Management, LLC | 11 | $1.32K | 0.00% | +11 | New |
| Marshall & Sterling Wealth Advisors Inc. | 12 | $1.44K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 12 | $1.44K | 0.00% | +12 | New |
| Trifecta Capital Advisors, LLC | 13 | $1.56K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 13 | $1.57K | 0.00% | +13 | New |
| Gitterman Wealth Management, LLC | 12 | $1.69K | 0.00% | +12 | New |
| Park Place Capital Corp | 14 | $1.73K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 16 | $1.92K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 16 | $1.92K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 16 | $1.95K | 0.00% | −4−20.0% | Reduced |
| Winch Advisory Services, LLC | 17 | $1.98K | 0.00% | +1+6.3% | Added |
| Valley National Advisers Inc | 19 | $2.00K | 0.00% | −19−50.0% | Reduced |
| Creekmur Asset Management LLC | 17 | $2.04K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $2.04K | 0.00% | +17 | New |
| S&T Bank | 17 | $2.04K | 0.00% | +8+88.9% | Added |
| Delos Wealth Advisors, LLC | 17 | $2.04K | 0.00% | +17 | New |
| Essential Partners LLC | 18 | $2.16K | 0.00% | +18 | New |
| Ameriflex Group, Inc. | 19 | $2.28K | 0.00% | −1,120−98.3% | Reduced |
| SOA Wealth Advisors, LLC. | 20 | $2.35K | 0.00% | +1+5.3% | Added |
| True Wealth Design, LLC | 20 | $2.40K | 0.00% | −1−4.8% | Reduced |
| West Branch Capital LLC | 20 | $2.44K | 0.00% | −232−92.1% | Reduced |
| Anfield Capital Management, LLC | 21 | $2.52K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $2.64K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $2.76K | 0.00% | +6+37.5% | Added |
| Hughes Financial Services, LLC | 22 | $2.76K | 0.00% | +22 | New |
| Pittenger & Anderson Inc | 23 | $2.76K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 23 | $2.76K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 24 | $2.88K | 0.00% | −7−22.6% | Reduced |
| Howard Hughes Medical Institute | 26 | $3.12K | 0.00% | +26 | New |
| Twin Peaks Wealth Advisors, LLC | 26 | $3.19K | 0.00% | +26 | New |
| CBIZ Investment Advisory Services, LLC | 27 | $3.24K | 0.00% | +15+125.0% | Added |
| Indiana Trust & Investment Management CO | 30 | $3.60K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 30 | $3.60K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 32 | $3.84K | 0.00% | +32 | New |
| Nalls Sherbakoff Group, LLC | 33 | $3.96K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 33 | $3.96K | 0.00% | +23+230.0% | Added |
| Robinswood Financial LLC | 33 | $4.06K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 37 | $4.44K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 38 | $4.51K | 0.00% | +5+15.2% | Added |
| Investors Research Corp | 38 | $4.61K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 40 | $4.80K | 0.00% | −35−46.7% | Reduced |
| Mascoma Wealth Management LLC | 40 | $4.80K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $4.80K | 0.00% | +11+37.9% | Added |
| Strategic Wealth Partners, Ltd. | 42 | $5.04K | 0.00% | +42 | New |
| Beacon Capital Management, LLC | 46 | $5.54K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 47 | $5.59K | 0.00% | −1,934−97.6% | Reduced |
| Binnacle Investments Inc | 47 | $5.64K | 0.00% | −36−43.4% | Reduced |
| Clean Yield Group | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 51 | $6.12K | 0.00% | −85−62.5% | Reduced |
| Abound Wealth Management | 52 | $6.23K | 0.00% | −14−21.2% | Reduced |
| Holos Integrated Wealth LLC | 50 | $6.24K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 53 | $6.36K | 0.00% | −13−19.7% | Reduced |
| Fortis Group Advisors, LLC | 55 | $6.60K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 56 | $6.72K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 56 | $6.72K | 0.00% | +25+80.6% | Added |
| Caitong International Asset Management Co., Ltd | 56 | $6.72K | 0.00% | +56 | New |
| PFS Partners, LLC | 56 | $6.76K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 57 | $6.84K | 0.00% | +11+23.9% | Added |
| Smithfield Trust Co | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 50 | $7.00K | 0.01% | +50 | New |
| Cape Investment Advisory, Inc. | 61 | $7.31K | 0.00% | +2+3.4% | Added |
| West Financial Advisors, LLC | 63 | $7.57K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 65 | $8.00K | 0.00% | −3−4.4% | Reduced |
| Briaud Financial Planning, Inc | 73 | $8.00K | 0.00% | +73 | New |
| Quaker Wealth Management, LLC | 68 | $8.16K | 0.00% | +68 | New |
| Bank of Jackson Hole Trust | 69 | $8.29K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 69 | $8.29K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 68 | $8.31K | 0.00% | +42+161.5% | Added |
| DT Investment Partners, LLC | 70 | $8.40K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 70 | $8.40K | 0.00% | 00.0% | Unchanged |