| Hantz Financial Services, Inc. | 9 | $0 | 0.00% | −181−95.3% | Reduced |
| CKW Financial Group | 6 | $0 | 0.00% | +6 | New |
| Atlantic Union Bankshares Corp | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 0 | $27 | 0.00% | 0 | New |
| Plato Investment Management Ltd | 4 | $157 | 0.00% | +4 | New |
| Godfrey Financial Associates, Inc. | 5 | $198 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 5 | $198 | 0.00% | +5 | New |
| Cordant, Inc. | 8 | $300 | 0.00% | +8 | New |
| Mosley Wealth Management | 8 | $316 | 0.00% | +8 | New |
| Triumph Capital Management | 12 | $474 | 0.00% | −114−90.5% | Reduced |
| Hoey Investments, Inc | 12 | $474 | 0.00% | +12 | New |
| Marshall Investment Management, LLC | 12 | $474 | 0.00% | +12 | New |
| Nvest Wealth Strategies, Inc. | 14 | $553 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $553 | 0.00% | +14 | New |
| Halbert Hargrove Global Advisors, LLC | 14 | $565 | 0.00% | +14 | New |
| DecisionPoint Financial, LLC | 18 | $701 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 19 | $751 | 0.00% | +19 | New |
| Asset Dedication, LLC | 21 | $830 | 0.00% | +21 | New |
| Anchor Investment Management, LLC | 21 | $830 | 0.00% | +21 | New |
| IFG Advisory, LLC | 22 | $869 | 0.00% | +22 | New |
| Beaird Harris Wealth Management, LLC | 25 | $990 | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 27 | $1.00K | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 28 | $1.11K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 28 | $1.11K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 30 | $1.19K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $1.19K | 0.00% | +10+50.0% | Added |
| Quarry LP | 33 | $1.30K | 0.00% | +33 | New |
| Caldwell Sutter Capital, Inc. | 34 | $1.34K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 37 | $1.46K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 37 | $1.46K | 0.00% | +37 | New |
| Horizon Investments, LLC | 43 | $1.70K | 0.00% | −29−40.3% | Reduced |
| N.E.W. Advisory Services LLC | 44 | $1.74K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 44 | $1.74K | 0.00% | +19+76.0% | Added |
| Valued Wealth Advisors LLC | 44 | $1.76K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 49 | $1.94K | 0.00% | −9−15.5% | Reduced |
| Valley National Advisers Inc | 50 | $1.98K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 51 | $2.02K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 57 | $2.25K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 60 | $2.40K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 62 | $2.45K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 69 | $2.73K | 0.00% | +69 | New |
| Gilpin Wealth Management, LLC | 71 | $2.81K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 74 | $2.92K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 74 | $2.92K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 78 | $3.08K | 0.00% | −2−2.5% | Reduced |
| Central Trust Co | 80 | $3.16K | 0.00% | −2,105−96.3% | Reduced |
| Synergy Investment Management, LLC | 70 | $3.25K | 0.00% | +70 | New |
| Grove Bank & Trust | 87 | $3.44K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 96 | $3.79K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 100 | $3.95K | 0.00% | +100 | New |
| Roble, Belko & Company, Inc | 109 | $4.00K | 0.00% | −45−29.2% | Reduced |
| Harbor Investment Advisory, LLC | 106 | $4.19K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 110 | $4.34K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 112 | $4.42K | 0.00% | +112 | New |
| CVA Family Office, LLC | 115 | $4.54K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 125 | $4.94K | 0.00% | +125 | New |
| Penserra Capital Management LLC | 129 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 130 | $5.00K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 127 | $5.02K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 127 | $5.02K | 0.00% | +6+5.0% | Added |
| JNBA Financial Advisors | 129 | $5.10K | 0.00% | +45+53.6% | Added |
| Hager Investment Management Services, LLC | 133 | $5.25K | 0.00% | +133 | New |
| Abound Wealth Management | 136 | $5.38K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 140 | $5.59K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 145 | $5.79K | 0.00% | −347−70.5% | Reduced |
| Action Point Financial Planning, LLC | 155 | $6.00K | 0.00% | +155 | New |
| Parkside Financial Bank & Trust | 158 | $6.24K | 0.00% | −18−10.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 160 | $6.32K | 0.00% | 00.0% | Unchanged |
| Point Nemo Capital, LLC | 168 | $6.64K | 0.00% | +168 | New |
| Highline Wealth Partners LLC | 172 | $6.79K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 179 | $7.07K | 0.00% | +179 | New |
| Bell Investment Advisors, Inc | 183 | $7.23K | 0.00% | −26−12.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 184 | $7.27K | 0.00% | +2+1.1% | Added |
| Raffa Wealth Management, LLC | 190 | $7.50K | 0.00% | +28+17.3% | Added |
| BOK Financial Private Wealth, Inc. | 197 | $7.87K | 0.00% | +197 | New |
| Motco | 200 | $7.90K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 233 | $9.20K | 0.00% | +233 | New |
| Persistent Asset Partners Ltd | 235 | $9.28K | 0.00% | +235 | New |
| Bogart Wealth, LLC | 248 | $9.80K | 0.00% | −120−32.6% | Reduced |
| Winch Advisory Services, LLC | 258 | $10.2K | 0.00% | +258 | New |
| Bare Financial Services, Inc | 264 | $10.4K | 0.00% | +127+92.7% | Added |
| Financial Gravity Companies, Inc. | 268 | $10.6K | 0.00% | +268 | New |
| ZRC Wealth Management, LLC | 276 | $10.9K | 0.00% | +276 | New |
| Essential Partners LLC | 286 | $11.3K | 0.01% | 00.0% | Unchanged |
| NorthAvenue LLC | 288 | $11.4K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 304 | $12.0K | 0.00% | +304 | New |
| Providence Capital Advisors, LLC | 312 | $12.3K | 0.00% | +312 | New |
| Kilter Group LLC | 334 | $13.2K | 0.00% | +274+456.7% | Added |
| Strengthening Families & Communities, LLC | 360 | $14.2K | 0.00% | +4+1.1% | Added |
| Cornerstone Financial Management LLC | 362 | $14.3K | 0.01% | +162+81.0% | Added |
| Key Financial Inc | 368 | $14.5K | 0.00% | −220−37.4% | Reduced |
| TD Private Client Wealth LLC | 397 | $15.7K | 0.00% | −6,752−94.4% | Reduced |
| Heritage Wealth Advisors | 400 | $15.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $15.8K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 400 | $15.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 422 | $16.7K | 0.00% | +13+3.2% | Added |
| Pinnacle Bancorp, Inc. | 436 | $17.2K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 463 | $18.3K | 0.00% | +13+2.9% | Added |
| JFS Wealth Advisors, LLC | 476 | $18.8K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 500 | $19.8K | 0.01% | 00.0% | Unchanged |