| McClarren Financial Advisors, Inc. | 180 | $0 | 0.00% | +176+4,400.0% | Added |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Quest Partners LLC | 1 | $180 | 0.00% | −1,207−99.9% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $188 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $361 | 0.00% | +1+100.0% | Added |
| TFC Financial Management | 2 | $361 | 0.00% | +2 | New |
| Redwood Wealth Management Group, LLC | 2 | $361 | 0.00% | +2 | New |
| Leonteq Securities AG | 4 | $722 | 0.00% | −5−55.6% | Reduced |
| NFJ Investment Group, LLC | 4 | $722 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $902 | 0.00% | −341−98.6% | Reduced |
| Continuum Advisory, LLC | 5 | $902 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $902 | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 5 | $903 | 0.00% | −1−16.7% | Reduced |
| TD Capital Management LLC | 5 | $905 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $1.26K | 0.00% | +2+40.0% | Added |
| Private Wealth Management Group, LLC | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 8 | $1.44K | 0.00% | +8 | New |
| Colonial Trust Advisors | 9 | $1.62K | 0.00% | −1−10.0% | Reduced |
| Abound Wealth Management | 9 | $1.63K | 0.00% | −5−35.7% | Reduced |
| True Wealth Design, LLC | 9 | $1.63K | 0.00% | +2+28.6% | Added |
| Northwest Capital Management Inc | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 12 | $2.17K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 12 | $2.17K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 13 | $2.35K | 0.00% | +2+18.2% | Added |
| Versant Capital Management, Inc | 14 | $2.53K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 14 | $2.53K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 14 | $2.66K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 15 | $2.66K | 0.00% | +15 | New |
| Dunhill Financial, LLC | 15 | $2.72K | 0.00% | +3+25.0% | Added |
| Capital Advisors, Ltd. LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 17 | $3.07K | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $3.25K | 0.00% | +3+20.0% | Added |
| Hollencrest Capital Management | 20 | $3.61K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $3.61K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 22 | $3.90K | 0.00% | −108−83.1% | Reduced |
| Westside Investment Management, Inc. | 22 | $3.97K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 23 | $4.09K | 0.00% | +23 | New |
| Bradley & Co. Private Wealth Management, LLC | 23 | $4.15K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 23 | $4.15K | 0.00% | +13+130.0% | Added |
| Hexagon Capital Partners LLC | 23 | $4.15K | 0.00% | +3+15.0% | Added |
| POM Investment Strategies, LLC | 25 | $4.51K | 0.00% | +25 | New |
| Prestige Wealth Management Group LLC | 27 | $4.87K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 28 | $5.05K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 29 | $5.23K | 0.00% | +29 | New |
| Tortoise Investment Management, LLC | 30 | $5.41K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 31 | $5.59K | 0.00% | 00.0% | Unchanged |
| American National Bank | 32 | $5.77K | 0.00% | +32 | New |
| CVA Family Office, LLC | 33 | $5.96K | 0.00% | +3+10.0% | Added |
| Financial Management Professionals, Inc. | 34 | $6.00K | 0.00% | +1+3.0% | Added |
| Sachetta, LLC | 35 | $6.46K | 0.00% | +12+52.2% | Added |
| Coppell Advisory Solutions LLC | 36 | $6.50K | 0.00% | +36 | New |
| Carmichael Hill & Associates, Inc. | 36 | $6.50K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 36 | $6.50K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 39 | $7.04K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 41 | $7.40K | 0.00% | +41 | New |
| Iron Horse Wealth Management, LLC | 45 | $8.12K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 47 | $8.28K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 46 | $8.30K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 47 | $8.44K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 49 | $8.84K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $9.00K | 0.00% | +50 | New |
| Frazier Financial Advisors, LLC | 50 | $9.02K | 0.01% | −7−12.3% | Reduced |
| Cetera Trust Company, N.A | 50 | $9.02K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 50 | $9.02K | 0.00% | +50 | New |
| Newbridge Financial Services Group, Inc. | 52 | $9.38K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 52 | $9.38K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 55 | $9.93K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 59 | $10.6K | 0.00% | −1,420−96.0% | Reduced |
| Sandy Spring Bank | 60 | $10.8K | 0.00% | +10+20.0% | Added |
| Delta Asset Management LLC | 60 | $10.9K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 62 | $11.2K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 64 | $11.5K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 65 | $11.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 68 | $11.7K | 0.00% | −6−8.1% | Reduced |
| Bell Investment Advisors, Inc | 66 | $11.9K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 66 | $11.9K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 71 | $12.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 71 | $12.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 72 | $13.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 74 | $13.0K | 0.00% | +6+8.8% | Added |
| Venturi Wealth Management, LLC | 73 | $13.2K | 0.00% | +59+421.4% | Added |
| GW&K Investment Management, LLC | 75 | $14.0K | 0.00% | +3+4.2% | Added |
| JFS Wealth Advisors, LLC | 79 | $14.3K | 0.00% | −2−2.5% | Reduced |
| SRS Capital Advisors, Inc. | 79 | $14.3K | 0.00% | +70+777.8% | Added |
| First Financial Corp | 83 | $15.0K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 100 | $15.4K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 87 | $15.7K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 89 | $16.1K | 0.00% | −34−27.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 91 | $16.4K | 0.00% | −134−59.6% | Reduced |
| Rise Advisors, LLC | 94 | $16.9K | 0.01% | +1+1.1% | Added |
| Meeder Asset Management Inc | 97 | $17.5K | 0.00% | +76+361.9% | Added |
| Concord Wealth Partners | 100 | $18.0K | 0.00% | −206−67.3% | Reduced |
| Trifecta Capital Advisors, LLC | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 101 | $18.2K | 0.02% | −370−78.6% | Reduced |
| Avion Wealth | 110 | $19.0K | 0.01% | +6+5.8% | Added |
| WR Wealth Planners, LLC | 109 | $19.7K | 0.01% | +3+2.8% | Added |
| EntryPoint Capital, LLC | 109 | $19.7K | 0.01% | +109 | New |
| Zions Bancorporation, N.A. | 111 | $20.0K | 0.00% | 00.0% | Unchanged |