| Cornerstone Planning Group LLC | 2 | $4 | 0.00% | −77−97.5% | Reduced |
| NVWM, LLC | 1 | $190 | 0.00% | −1−50.0% | Reduced |
| Hurley Capital, LLC | 1 | $190 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $191 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1 | $191 | 0.00% | +1 | New |
| Leonteq Securities AG | 2 | $381 | 0.00% | −7−77.8% | Reduced |
| Pittenger & Anderson Inc | 2 | $381 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $381 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $381 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $381 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $381 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $385 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $571 | 0.00% | −2−40.0% | Reduced |
| S&T Bank | 3 | $571 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $571 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3 | $571 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 3 | $571 | 0.00% | +3 | New |
| Avalon Trust Co | 3 | $572 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $572 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 4 | $761 | 0.00% | −2−33.3% | Reduced |
| Winnow Wealth LLC | 4 | $764 | 0.00% | +4 | New |
| Guerra Advisors Inc | 5 | $952 | 0.00% | +5 | New |
| Turning Point Benefit Group, Inc. | 5 | $962 | 0.00% | +5 | New |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $1.14K | 0.00% | −3−33.3% | Reduced |
| Bell Investment Advisors, Inc | 6 | $1.14K | 0.00% | +2+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $1.33K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 7 | $1.33K | 0.00% | +7 | New |
| Marquette Asset Management, LLC | 8 | $1.52K | 0.00% | +8 | New |
| Abich Financial Wealth Management LLC | 8 | $1.52K | 0.00% | +8 | New |
| Colonial Trust Co | 9 | $1.71K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $1.90K | 0.00% | −1−9.1% | Reduced |
| Hollencrest Capital Management | 10 | $1.90K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 10 | $1.90K | 0.00% | +1+11.1% | Added |
| Strive Asset Management, LLC | 10 | $1.90K | 0.00% | +10 | New |
| JPL Wealth Management, LLC | 10 | $1.90K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $1.93K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $2.29K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 14 | $2.67K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $2.67K | 0.00% | −8−36.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $2.85K | 0.01% | −309−95.4% | Reduced |
| Creekmur Asset Management LLC | 15 | $2.85K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 15 | $2.85K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 15 | $2.88K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 16 | $3.05K | 0.00% | −56−77.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 16 | $3.07K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 17 | $3.24K | 0.00% | −17−50.0% | Reduced |
| YANKCOM Partnership | 17 | $3.24K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $3.43K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 19 | $3.63K | 0.00% | −274−93.5% | Reduced |
| PFS Partners, LLC | 19 | $3.64K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 21 | $3.74K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 20 | $3.81K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 21 | $4.00K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $4.14K | 0.00% | −1−4.8% | Reduced |
| Darwin Advisors, LLC | 22 | $4.19K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 22 | $4.19K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 23 | $4.38K | 0.00% | −149−86.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 24 | $4.57K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 24 | $4.57K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $4.76K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 25 | $4.76K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 25 | $4.83K | 0.00% | +2+8.7% | Added |
| Westfuller Advisors, LLC | 26 | $4.95K | 0.00% | +26 | New |
| TSFG, LLC | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 27 | $5.05K | 0.00% | +1+3.8% | Added |
| Key Financial Inc | 28 | $5.39K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 30 | $5.71K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 31 | $5.90K | 0.00% | +2+6.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 34 | $6.47K | 0.00% | +34 | New |
| Strengthening Families & Communities, LLC | 34 | $6.47K | 0.00% | +34 | New |
| First Pacific Financial | 35 | $6.66K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 35 | $6.66K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 35 | $6.66K | 0.00% | +35 | New |
| CBIZ Investment Advisory Services, LLC | 40 | $7.61K | 0.00% | −3−7.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 40 | $7.62K | 0.00% | +40 | New |
| Binnacle Investments Inc | 41 | $7.80K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 42 | $8.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 42 | $8.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 47 | $8.84K | 0.00% | +15+46.9% | Added |
| Atlantic Trust, LLC | 48 | $9.14K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 52 | $9.90K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 53 | $10.0K | 0.01% | +1+1.9% | Added |
| Sound Income Strategies, LLC | 54 | $10.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 53 | $10.1K | 0.00% | +53 | New |
| Activest Wealth Management | 54 | $10.3K | 0.00% | +2+3.8% | Added |
| FIL Ltd | 55 | $10.5K | 0.00% | +55 | New |
| UMA Financial Services, Inc. | 63 | $12.0K | 0.00% | +23+57.5% | Added |
| American National Bank | 65 | $12.4K | 0.00% | +65 | New |
| Valued Wealth Advisors LLC | 66 | $12.6K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 68 | $12.9K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 70 | $13.3K | 0.00% | +9+14.8% | Added |
| Hughes Financial Services, LLC | 78 | $13.5K | 0.00% | −3−3.7% | Reduced |
| Salomon & Ludwin, LLC | 72 | $13.9K | 0.00% | +72 | New |
| GW&K Investment Management, LLC | 74 | $14.0K | 0.00% | −21−22.1% | Reduced |
| Accredited Wealth Management, LLC | 24 | $14.1K | 0.01% | −50−67.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 75 | $14.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 76 | $14.5K | 0.00% | −3−3.8% | Reduced |