| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 1 | $227 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1 | $227 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $227 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $227 | 0.00% | +1 | New |
| PFS Partners, LLC | 1 | $231 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2 | $454 | 0.00% | −2−50.0% | Reduced |
| Bruce G. Allen Investments, LLC | 2 | $454 | 0.00% | −1−33.3% | Reduced |
| Heritage Wealth Advisors | 2 | $454 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $454 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $454 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $454 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $454 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2 | $454 | 0.00% | +2 | New |
| Motco | 2 | $454 | 0.00% | +2 | New |
| Asset Dedication, LLC | 2 | $454 | 0.00% | +2 | New |
| Sims Investment Management, LLC | 2 | $454 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $460 | 0.00% | +2 | New |
| Mosley Wealth Management | 3 | $680 | 0.00% | +3 | New |
| Planning Strategies Inc. | 3 | $680 | 0.00% | +3 | New |
| Financial Consulate, Inc | 3 | $681 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $681 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $907 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4 | $907 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 4 | $907 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 4 | $907 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $907 | 0.00% | +4 | New |
| Financial Network Wealth Advisors LLC | 4 | $907 | 0.00% | +4 | New |
| Avion Wealth | 7 | $1.00K | 0.00% | −2−22.2% | Reduced |
| RMG Wealth Management LLC | 5 | $1.01K | 0.00% | −5−50.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $1.13K | 0.00% | +2+66.7% | Added |
| Valley National Advisers Inc | 5 | $1.14K | 0.00% | −10−66.7% | Reduced |
| Wilkerson Advisory Group LLC | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 6 | $1.36K | 0.00% | +2+50.0% | Added |
| FWL Investment Management, LLC | 6 | $1.36K | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 7 | $1.59K | 0.00% | +4+133.3% | Added |
| Sunrise Financial Services, LLC | 8 | $1.81K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 8 | $1.81K | 0.00% | +8 | New |
| Addison Advisors LLC | 8 | $1.81K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $1.81K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $2.36K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 11 | $2.50K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 11 | $2.50K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $2.50K | 0.00% | +3+37.5% | Added |
| GoalVest Advisory LLC | 11 | $2.50K | 0.00% | +11 | New |
| UMA Financial Services, Inc. | 12 | $2.72K | 0.00% | +3+33.3% | Added |
| Creative Capital Management Investments LLC | 12 | $2.72K | 0.00% | +12 | New |
| Cherry Tree Wealth Management, LLC | 13 | $2.95K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 13 | $2.95K | 0.00% | +13 | New |
| Cornerstone Financial Management LLC | 14 | $3.17K | 0.00% | +3+27.3% | Added |
| IMA Wealth, Inc. | 14 | $3.17K | 0.00% | +5+55.6% | Added |
| Golden State Wealth Management, LLC | 14 | $3.23K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 15 | $3.40K | 0.00% | +15 | New |
| Retirement Wealth Solutions LLC | 15 | $3.40K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $3.63K | 0.00% | −1−5.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 16 | $3.63K | 0.00% | +5+45.5% | Added |
| Cromwell Holdings LLC | 19 | $4.31K | 0.00% | +5+35.7% | Added |
| SOA Wealth Advisors, LLC. | 4,324 | $4.32K | 0.00% | +4,324 | New |
| United Financial Planning Group LLC | 20 | $4.54K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $4.66K | 0.00% | −1−4.3% | Reduced |
| SJS Investment Consulting Inc. | 21 | $4.76K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 22 | $4.99K | 0.00% | −27−55.1% | Reduced |
| Nemes Rush Group LLC | 22 | $4.99K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 22 | $5.04K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 23 | $5.22K | 0.00% | +23 | New |
| High Note Wealth, LLC | 24 | $5.44K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 28 | $5.59K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $5.67K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 26 | $5.90K | 0.01% | +26 | New |
| HHM Wealth Advisors, LLC | 26 | $5.90K | 0.00% | +8+44.4% | Added |
| Silver Grove Financial Group, Inc. | 27 | $6.12K | 0.00% | −52−65.8% | Reduced |
| Sachetta, LLC | 27 | $6.12K | 0.00% | +16+145.5% | Added |
| South State Corp. | 27 | $6.13K | 0.00% | −18−40.0% | Reduced |
| Rothschild Investment LLC | 28 | $6.35K | 0.00% | +14+100.0% | Added |
| Cedar Mountain Advisors, LLC | 30 | $6.80K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 30 | $6.80K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 30 | $6.80K | 0.00% | +6+25.0% | Added |
| Prestige Wealth Management Group LLC | 31 | $7.03K | 0.00% | +1+3.3% | Added |
| Valued Wealth Advisors LLC | 32 | $7.29K | 0.00% | +20+166.7% | Added |
| ZRC Wealth Management, LLC | 33 | $7.49K | 0.00% | +33 | New |
| Millstone Evans Group, LLC | 34 | $7.71K | 0.00% | +10+41.7% | Added |
| Covestor Ltd | 34 | $8.00K | 0.00% | +1+3.0% | Added |
| Geneos Wealth Management Inc. | 37 | $8.39K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 38 | $8.62K | 0.00% | +3+8.6% | Added |
| Abound Wealth Management | 41 | $9.22K | 0.00% | +1+2.5% | Added |
| SBI Securities Co., Ltd. | 46 | $10.4K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 46 | $10.4K | 0.00% | +46 | New |
| Private Wealth Management Group, LLC | 47 | $10.7K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 50 | $11.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 50 | $11.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 53 | $12.0K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 55 | $12.5K | 0.01% | +55 | New |
| Farmers & Merchants Investments Inc | 57 | $12.9K | 0.00% | −1−1.7% | Reduced |
| Rialto Wealth Management, LLC | 58 | $13.2K | 0.00% | +6+11.5% | Added |
| Zions Bancorporation, National Association | 58 | $13.2K | 0.00% | +16+38.1% | Added |
| Bare Financial Services, Inc | 59 | $13.4K | 0.00% | +45+321.4% | Added |
| Leonteq Securities AG | 59 | $13.4K | 0.00% | −5,091−98.9% | Reduced |
| Owl Creek Wealth Partners LLC | 59 | $13.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 59 | $13.6K | 0.00% | 00.0% | Unchanged |