| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $19 | 0.00% | +1 | New |
| Legacy Wealth Managment, LLC | 1 | $40 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 4 | $157 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 4 | $157 | 0.00% | +4 | New |
| Stephens Consulting, LLC | 5 | $196 | 0.00% | +5 | New |
| Quest 10 Wealth Builders, Inc. | 7 | $257 | 0.00% | −51−87.9% | Reduced |
| Davis Capital Management | 7 | $274 | 0.00% | −1−12.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7 | $274 | 0.00% | +7 | New |
| Cherry Tree Wealth Management, LLC | 8 | $314 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 10 | $392 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $406 | 0.00% | +10 | New |
| Sound Income Strategies, LLC | 10 | $410 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $431 | 0.00% | −8−42.1% | Reduced |
| 1015 Capital Partners, LLC | 12 | $470 | 0.00% | +12 | New |
| Quaker Wealth Management, LLC | 13 | $509 | 0.00% | −3−18.8% | Reduced |
| North Star Investment Management Corp. | 13 | $509 | 0.00% | +13 | New |
| Luken Investment Analytics, LLC | 15 | $587 | 0.00% | +15 | New |
| American Capital Advisory, LLC | 15 | $588 | 0.00% | −6−28.6% | Reduced |
| United Community Bank | 16 | $626 | 0.00% | −24−60.0% | Reduced |
| Highline Wealth Partners LLC | 16 | $626 | 0.00% | +16 | New |
| Rialto Wealth Management, LLC | 18 | $705 | 0.00% | −15−45.5% | Reduced |
| Sachetta, LLC | 20 | $783 | 0.00% | −90−81.8% | Reduced |
| Valley National Advisers Inc | 46 | $1.00K | 0.00% | −15−24.6% | Reduced |
| Motiv8 Investments LLC | 22 | $1.00K | 0.00% | +22 | New |
| IFC & Insurance Marketing, Inc. | 24 | $1.00K | 0.00% | +24 | New |
| Bare Financial Services, Inc | 28 | $1.10K | 0.00% | −53−65.4% | Reduced |
| Merited Wealth, LLC | 29 | $1.14K | 0.00% | +29 | New |
| First Command Advisory Services, Inc. | 30 | $1.18K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 35 | $1.37K | 0.00% | −6−14.6% | Reduced |
| Aspect Partners, LLC | 36 | $1.41K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 36 | $1.41K | 0.00% | +36 | New |
| Tompkins Financial Corp | 38 | $1.49K | 0.00% | +38 | New |
| S&T Bank | 39 | $1.53K | 0.00% | +27+225.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 40 | $1.57K | 0.00% | +40 | New |
| Signature Equity Partners, LLC | 42 | $1.64K | 0.00% | +42 | New |
| CBIZ Investment Advisory Services, LLC | 45 | $1.76K | 0.00% | +18+66.7% | Added |
| SHP Wealth Management | 45 | $1.76K | 0.00% | +45 | New |
| Optima Capital LLC | 45 | $1.76K | 0.00% | +45 | New |
| Bay Harbor Wealth Management, LLC | 47 | $1.84K | 0.00% | −4−7.8% | Reduced |
| Wolff Wiese Magana LLC | 50 | $1.96K | 0.00% | +30+150.0% | Added |
| Financial Management Professionals, Inc. | 53 | $2.08K | 0.00% | +37+231.3% | Added |
| Comprehensive Financial Planning, Inc. | 54 | $2.11K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 56 | $2.19K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 58 | $2.27K | 0.00% | +58 | New |
| Dunhill Financial, LLC | 61 | $2.39K | 0.00% | +3+5.2% | Added |
| Brown, Lisle/Cummings, Inc. | 63 | $2.47K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 63 | $2.47K | 0.00% | +63 | New |
| Geneos Wealth Management Inc. | 64 | $2.51K | 0.00% | −7−9.9% | Reduced |
| Asset Dedication, LLC | 64 | $2.51K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 64 | $2.51K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 64 | $2.51K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 65 | $2.54K | 0.00% | −160−71.1% | Reduced |
| Millstone Evans Group, LLC | 72 | $2.82K | 0.00% | 00.0% | Unchanged |
| American National Bank | 74 | $2.90K | 0.00% | +74 | New |
| Princeton Global Asset Management LLC | 75 | $2.94K | 0.00% | +75 | New |
| DiNuzzo Private Wealth, Inc. | 75 | $2.94K | 0.00% | −10−11.8% | Reduced |
| Valued Wealth Advisors LLC | 76 | $2.98K | 0.00% | −17−18.3% | Reduced |
| Sittner & Nelson, LLC | 74 | $2.99K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 80 | $3.13K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 80 | $3.13K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 84 | $3.29K | 0.00% | −44−34.4% | Reduced |
| Red Tortoise LLC | 92 | $3.60K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 92 | $3.60K | 0.00% | +4+4.5% | Added |
| Albion Financial Group | 98 | $3.84K | 0.00% | −83−45.9% | Reduced |
| NVWM, LLC | 100 | $3.92K | 0.00% | −30,901−99.7% | Reduced |
| First United Bank Trust | 103 | $4.03K | 0.00% | −80−43.7% | Reduced |
| Union Savings Bank | 104 | $4.07K | 0.00% | +104 | New |
| Cape Investment Advisory, Inc. | 104 | $4.07K | 0.00% | +42+67.7% | Added |
| High Note Wealth, LLC | 105 | $4.11K | 0.00% | +22+26.5% | Added |
| Cullen/Frost Bankers, Inc. | 117 | $4.58K | 0.00% | −1,481−92.7% | Reduced |
| Abound Wealth Management | 119 | $4.66K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 119 | $4.66K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 121 | $4.74K | 0.00% | +121 | New |
| Key Financial Inc | 124 | $4.86K | 0.00% | −157−55.9% | Reduced |
| Bellevue Asset Management, LLC | 125 | $4.89K | 0.00% | +5+4.2% | Added |
| Frazier Financial Advisors, LLC | 126 | $4.93K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 126 | $4.93K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 131 | $5.13K | 0.00% | −43−24.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 135 | $5.29K | 0.00% | +25+22.7% | Added |
| Newbridge Financial Services Group, Inc. | 136 | $5.32K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 139 | $5.44K | 0.00% | +111+396.4% | Added |
| Archer Investment Corp | 140 | $5.48K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 144 | $5.64K | 0.00% | +144 | New |
| Motco | 148 | $5.79K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 152 | $5.95K | 0.00% | +152 | New |
| Capital Advisors, Ltd. LLC | 147 | $6.00K | 0.00% | +12+8.9% | Added |
| Private Wealth Management Group, LLC | 157 | $6.15K | 0.00% | −206−56.7% | Reduced |
| First Pacific Financial | 159 | $6.22K | 0.00% | +22+16.1% | Added |
| Hurley Capital, LLC | 160 | $6.26K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 164 | $6.62K | 0.00% | +164 | New |
| South State Corp. | 170 | $6.66K | 0.00% | −438−72.0% | Reduced |
| Avion Wealth | 199 | $7.00K | 0.00% | −21−9.5% | Reduced |
| Pin Oak Investment Advisors Inc | 170 | $7.00K | 0.00% | +170 | New |
| McIlrath & Eck, LLC | 180 | $7.05K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 180 | $7.05K | 0.00% | +58+47.5% | Added |
| Maryland Capital Advisors Inc. | 182 | $7.13K | 0.00% | +182 | New |
| Howard Hughes Medical Institute | 191 | $7.48K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 198 | $7.75K | 0.00% | −19−8.8% | Reduced |
| Carolina Wealth Advisors, LLC | 198 | $7.75K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $7.83K | 0.01% | +200 | New |