| McClarren Financial Advisors, Inc. | 132 | $0 | 0.00% | +129+4,300.0% | Added |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Sugarloaf Wealth Management, LLC | 1 | $117 | 0.00% | −111−99.1% | Reduced |
| Ruedi Wealth Management, Inc. | 1 | $132 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $133 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $264 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $264 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2 | $265 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2 | $265 | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 3 | $391 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 3 | $392 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $529 | 0.00% | −1−20.0% | Reduced |
| Richardson Financial Services Inc. | 4 | $529 | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 5 | $661 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 5 | $661 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $662 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $662 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 6 | $793 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 7 | $926 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 7 | $926 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $930 | 0.00% | −3−30.0% | Reduced |
| Cornerstone Planning Group LLC | 8 | $984 | 0.00% | +8 | New |
| Lazard Asset Management LLC | 14 | $1.00K | 0.00% | +14 | New |
| Capital Analysts, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Iron Horse Wealth Management, LLC | 8 | $1.06K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 7 | $1.09K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 11 | $1.46K | 0.00% | +11 | New |
| Rakuten Securities, Inc. | 12 | $1.59K | 0.00% | −97−89.0% | Reduced |
| Aspire Private Capital, LLC | 12 | $1.59K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $1.72K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 14 | $1.85K | 0.00% | +14 | New |
| Carolinas Wealth Consulting LLC | 14 | $1.85K | 0.00% | −2−12.5% | Reduced |
| Albion Financial Group | 15 | $1.98K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 16 | $2.12K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 16 | $2.12K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $2.12K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 16 | $2.12K | 0.00% | +16 | New |
| Aviso Financial Inc. | 17 | $2.25K | 0.00% | +17 | New |
| Triad Wealth Partners, LLC | 19 | $2.51K | 0.00% | +19 | New |
| Tyler-Stone Wealth Management | 20 | $2.65K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 21 | $2.78K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 21 | $2.78K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 22 | $2.91K | 0.00% | −1,300−98.3% | Reduced |
| Financial Management Professionals, Inc. | 26 | $3.00K | 0.00% | +4+18.2% | Added |
| Red Tortoise LLC | 23 | $3.04K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 20 | $3.12K | 0.00% | +20 | New |
| Stone House Investment Management, LLC | 25 | $3.30K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 25 | $3.31K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 28 | $3.36K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 26 | $3.39K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 28 | $3.70K | 0.00% | +28 | New |
| Aspect Partners, LLC | 30 | $3.97K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 32 | $4.23K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 33 | $4.36K | 0.00% | +14+73.7% | Added |
| Tributary Capital Management, LLC | 34 | $4.50K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $4.50K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 35 | $4.63K | 0.00% | −80−69.6% | Reduced |
| Abound Wealth Management | 35 | $4.67K | 0.00% | −27−43.5% | Reduced |
| Sound Income Strategies, LLC | 36 | $4.76K | 0.00% | −40−52.6% | Reduced |
| Motco | 37 | $4.89K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 45 | $5.00K | 0.00% | +7+18.4% | Added |
| Meeder Asset Management Inc | 42 | $5.55K | 0.00% | −4,011−99.0% | Reduced |
| Webster Bank, N. A. | 43 | $5.69K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 44 | $5.82K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 45 | $5.95K | 0.00% | +45 | New |
| Anfield Capital Management, LLC | 47 | $6.21K | 0.00% | +47 | New |
| Pittenger & Anderson Inc | 50 | $6.61K | 0.00% | −600−92.3% | Reduced |
| M&R Capital Management Inc | 50 | $6.61K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 50 | $6.61K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 50 | $6.61K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 50 | $6.61K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $6.61K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 51 | $6.74K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 52 | $6.86K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 52 | $6.88K | 0.00% | +44+550.0% | Added |
| Strengthening Families & Communities, LLC | 54 | $7.00K | 0.00% | +54 | New |
| WealthCollab, LLC | 55 | $7.27K | 0.01% | 00.0% | Unchanged |
| Cultivar Capital, Inc. | 55 | $7.27K | 0.01% | +55 | New |
| Ashton Thomas Private Wealth, LLC | 57 | $7.54K | 0.00% | +57 | New |
| Plante Moran Financial Advisors, LLC | 60 | $7.93K | 0.00% | −30−33.3% | Reduced |
| South State Corp. | 62 | $8.20K | 0.00% | +62 | New |
| Park Place Capital Corp | 65 | $8.60K | 0.00% | +1+1.6% | Added |
| Lynx Investment Advisory | 67 | $8.86K | 0.01% | +67 | New |
| SWAN Capital LLC | 68 | $8.99K | 0.00% | +68 | New |
| Pin Oak Investment Advisors Inc | 65 | $9.00K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 70 | $9.26K | 0.00% | −65−48.1% | Reduced |
| Delta Asset Management LLC | 70 | $9.26K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 73 | $9.65K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 77 | $10.2K | 0.00% | +77 | New |
| Atticus Wealth Management, LLC | 78 | $10.3K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 79 | $10.4K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 80 | $10.5K | 0.00% | −149−65.1% | Reduced |
| Front Row Advisors LLC | 81 | $10.7K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 83 | $11.0K | 0.00% | +83 | New |
| Evergreen Private Wealth LLC | 83 | $11.0K | 0.01% | −21−20.2% | Reduced |
| Valley National Advisers Inc | 85 | $11.0K | 0.00% | −6−6.6% | Reduced |