| Cloud Capital Management, LLC | 7 | $0 | 0.00% | +7 | New |
| American Capital Advisory, LLC | 2 | $247 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $335 | 0.00% | −1−25.0% | Reduced |
| HFM Investment Advisors, LLC | 3 | $370 | 0.00% | −3−50.0% | Reduced |
| Highline Wealth Partners LLC | 4 | $493 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 6 | $613 | 0.00% | −566−99.0% | Reduced |
| WestEnd Advisors, LLC | 5 | $617 | 0.00% | +1+25.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 5 | $617 | 0.00% | +5 | New |
| Legacy Wealth Managment, LLC | 5 | $659 | 0.00% | +5 | New |
| SOA Wealth Advisors, LLC. | 6 | $702 | 0.00% | −14−70.0% | Reduced |
| Rakuten Securities, Inc. | 6 | $740 | 0.00% | +6 | New |
| Dogwood Wealth Management LLC | 6 | $740 | 0.00% | +6 | New |
| Concord Wealth Partners | 7 | $863 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $863 | 0.00% | +4+133.3% | Added |
| SJS Investment Consulting Inc. | 7 | $876 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $946 | 0.00% | −3−27.3% | Reduced |
| Tortoise Investment Management, LLC | 8 | $986 | 0.00% | +5+166.7% | Added |
| BFSG, LLC | 8 | $987 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 9 | $1.00K | 0.00% | −10−52.6% | Reduced |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 9 | $1.11K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $1.11K | 0.00% | +9 | New |
| TD Capital Management LLC | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $1.23K | 0.00% | +5+100.0% | Added |
| Guerra Advisors Inc | 10 | $1.23K | 0.00% | +10 | New |
| Hughes Financial Services, LLC | 12 | $1.26K | 0.00% | −10−45.5% | Reduced |
| Millstone Evans Group, LLC | 11 | $1.36K | 0.00% | −180−94.2% | Reduced |
| Accent Capital Management, LLC | 11 | $1.36K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 11 | $1.36K | 0.00% | +11 | New |
| Marshall & Sterling Wealth Advisors Inc. | 12 | $1.48K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 13 | $1.60K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 14 | $1.67K | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 15 | $1.69K | 0.00% | −7−31.8% | Reduced |
| Cape Investment Advisory, Inc. | 14 | $1.73K | 0.00% | −47−77.0% | Reduced |
| Park Place Capital Corp | 14 | $1.73K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 16 | $1.97K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 17 | $2.06K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $2.10K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 17 | $2.10K | 0.00% | +17 | New |
| Delos Wealth Advisors, LLC | 17 | $2.10K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 18 | $2.22K | 0.00% | +1+5.9% | Added |
| Kilter Group LLC | 20 | $2.47K | 0.00% | +20 | New |
| West Branch Capital LLC | 21 | $2.54K | 0.00% | +1+5.0% | Added |
| Anfield Capital Management, LLC | 21 | $2.59K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $2.71K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 23 | $2.84K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 23 | $2.84K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 25 | $3.12K | 0.00% | +25 | New |
| Salomon & Ludwin, LLC | 26 | $3.20K | 0.00% | +26 | New |
| Howard Hughes Medical Institute | 26 | $3.21K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 26 | $3.21K | 0.00% | +2+8.3% | Added |
| Pacifica Partners Inc. | 27 | $3.31K | 0.00% | +27 | New |
| DHJJ Financial Advisors, Ltd. | 30 | $3.70K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 30 | $3.70K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 30 | $3.70K | 0.00% | +21+233.3% | Added |
| Creekmur Asset Management LLC | 31 | $3.85K | 0.00% | +14+82.4% | Added |
| Nalls Sherbakoff Group, LLC | 33 | $4.07K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 35 | $4.29K | 0.00% | −2−5.4% | Reduced |
| Wealth Watch Advisors, INC | 36 | $4.44K | 0.00% | +36 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 37 | $4.56K | 0.01% | −99−72.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 38 | $4.68K | 0.00% | +11+40.7% | Added |
| Investors Research Corp | 38 | $4.73K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 39 | $4.75K | 0.00% | +36+1,200.0% | Added |
| Fortitude Family Office, LLC | 39 | $4.81K | 0.00% | −34−46.6% | Reduced |
| Minot DeBlois Advisors LLC | 40 | $4.93K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $4.93K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 42 | $5.18K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 50 | $6.01K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $6.17K | 0.00% | −25−33.3% | Reduced |
| Pin Oak Investment Advisors Inc | 50 | $6.17K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 50 | $6.17K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $6.17K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 50 | $6.17K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 51 | $6.29K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 53 | $6.50K | 0.00% | +1+1.9% | Added |
| Financial Consulate, Inc | 54 | $6.66K | 0.00% | +54 | New |
| Fortis Group Advisors, LLC | 55 | $6.78K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 57 | $7.02K | 0.00% | +1+1.8% | Added |
| Rialto Wealth Management, LLC | 57 | $7.03K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 59 | $7.28K | 0.01% | +26+78.8% | Added |
| City Holding Co | 60 | $7.40K | 0.00% | −100−62.5% | Reduced |
| Aspect Partners, LLC | 63 | $7.77K | 0.00% | −66−51.2% | Reduced |
| HighMark Wealth Management LLC | 64 | $7.89K | 0.00% | +11+20.8% | Added |
| Global Wealth Strategies & Associates | 68 | $8.33K | 0.00% | +12+21.4% | Added |
| Westside Investment Management, Inc. | 68 | $8.36K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 68 | $8.38K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 69 | $8.51K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 70 | $8.63K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 70 | $8.63K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 74 | $9.12K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 91 | $11.2K | 0.00% | +1+1.1% | Added |
| Harbor Investment Advisory, LLC | 95 | $11.7K | 0.00% | −33−25.8% | Reduced |
| Raleigh Capital Management Inc. | 97 | $11.9K | 0.00% | +1+1.0% | Added |
| Rise Advisors, LLC | 97 | $12.0K | 0.00% | +9+10.2% | Added |
| Hanson & Doremus Investment Management | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 100 | $12.3K | 0.00% | −56−35.9% | Reduced |
| Global Trust Asset Management, LLC | 100 | $12.3K | 0.01% | −23−18.7% | Reduced |
| Rocky Mountain Advisers, LLC | 100 | $12.3K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $12.3K | 0.00% | 00.0% | Unchanged |