| CKW Financial Group | 12 | $0 | 0.00% | +12 | New |
| Navigoe, LLC | 27 | $0 | 0.00% | +27 | New |
| Activest Wealth Management | 1 | $25 | 0.00% | −121−99.2% | Reduced |
| Medallion Wealth Advisors, LLC | 2 | $49 | 0.00% | +2 | New |
| Stone House Investment Management, LLC | 3 | $74 | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 5 | $119 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5 | $124 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 5 | $124 | 0.00% | +5 | New |
| Buck Wealth Strategies, LLC | 7 | $172 | 0.00% | +7 | New |
| Wealth Enhancement Trust Services, Inc. | 8 | $197 | 0.00% | +8 | New |
| Planning Strategies Inc. | 8 | $197 | 0.00% | +8 | New |
| Nemes Rush Group LLC | 10 | $246 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 14 | $338 | 0.00% | +14 | New |
| Atlantic Private Wealth, LLC | 15 | $369 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 15 | $369 | 0.00% | +15 | New |
| Evolution Wealth Management Inc. | 16 | $394 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 16 | $394 | 0.00% | +5+45.5% | Added |
| Investors Portfolio Services LLC | 16 | $394 | 0.00% | +16 | New |
| Costello Asset Management, INC | 17 | $418 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 17 | $419 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 18 | $444 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 21 | $517 | 0.00% | +21 | New |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $566 | 0.00% | +23 | New |
| Addison Advisors LLC | 25 | $616 | 0.00% | −43−63.2% | Reduced |
| American Capital Advisory, LLC | 28 | $690 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 30 | $739 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 32 | $776 | 0.00% | +32 | New |
| Bryn Mawr Trust Co | 36 | $886 | 0.00% | +36 | New |
| Bogart Wealth, LLC | 37 | $911 | 0.00% | −19−33.9% | Reduced |
| Asset Dedication, LLC | 38 | $936 | 0.00% | +38 | New |
| SBI Securities Co., Ltd. | 44 | $1.08K | 0.00% | −10−18.5% | Reduced |
| NBC Securities, Inc. | 46 | $1.13K | 0.00% | +45+4,500.0% | Added |
| UMA Financial Services, Inc. | 47 | $1.16K | 0.00% | +21+80.8% | Added |
| Kentucky Trust Co | 56 | $1.38K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 57 | $1.40K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 59 | $1.45K | 0.00% | +59 | New |
| JNBA Financial Advisors | 62 | $1.53K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 63 | $1.55K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 65 | $1.60K | 0.00% | −43−39.8% | Reduced |
| Cornerstone Financial Management LLC | 71 | $1.75K | 0.00% | +21+42.0% | Added |
| Raffa Wealth Management, LLC | 73 | $1.80K | 0.00% | −2−2.7% | Reduced |
| Abound Wealth Management | 74 | $1.83K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 75 | $1.85K | 0.00% | +36+92.3% | Added |
| Avion Wealth | 118 | $2.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 86 | $2.12K | 0.00% | −4−4.4% | Reduced |
| NBT Bank N A | 88 | $2.17K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 88 | $2.17K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 89 | $2.19K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 91 | $2.24K | 0.00% | −6−6.2% | Reduced |
| IFP Advisors, Inc | 94 | $2.31K | 0.00% | −218−69.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 94 | $2.31K | 0.00% | −10−9.6% | Reduced |
| SHP Wealth Management | 108 | $2.66K | 0.00% | −26−19.4% | Reduced |
| Bare Financial Services, Inc | 109 | $2.68K | 0.00% | −103−48.6% | Reduced |
| Rothschild Investment LLC | 116 | $2.86K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 114 | $2.89K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 119 | $2.93K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 123 | $3.03K | 0.00% | +123 | New |
| Westfuller Advisors, LLC | 125 | $3.08K | 0.00% | +125 | New |
| Rosenberg Matthew Hamilton | 139 | $3.42K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 144 | $3.54K | 0.00% | +20+16.1% | Added |
| Mather Group, LLC. | 148 | $3.64K | 0.00% | −16−9.8% | Reduced |
| Creative Capital Management Investments LLC | 149 | $3.67K | 0.00% | +149 | New |
| Decker Retirement Planning Inc. | 161 | $3.97K | 0.00% | +161 | New |
| Cromwell Holdings LLC | 163 | $4.01K | 0.00% | +81+98.8% | Added |
| Rialto Wealth Management, LLC | 164 | $4.04K | 0.00% | +67+69.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 167 | $4.11K | 0.00% | −550−76.7% | Reduced |
| Meeder Asset Management Inc | 170 | $4.18K | 0.00% | −304−64.1% | Reduced |
| Bruce G. Allen Investments, LLC | 171 | $4.21K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 189 | $4.65K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 200 | $4.94K | 0.00% | +200 | New |
| SOA Wealth Advisors, LLC. | 203 | $5.00K | 0.00% | +203 | New |
| Whittier Trust Co | 213 | $5.35K | 0.00% | +213 | New |
| Rossby Financial, LCC | 222 | $5.46K | 0.00% | +108+94.7% | Added |
| Brown Brothers Harriman & Co | 230 | $5.66K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 250 | $6.15K | 0.00% | +250 | New |
| North Star Investment Management Corp. | 260 | $6.40K | 0.00% | −25−8.8% | Reduced |
| Bell Investment Advisors, Inc | 264 | $6.50K | 0.00% | −24−8.3% | Reduced |
| Atlantic Trust, LLC | 267 | $6.57K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 267 | $6.57K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 274 | $6.74K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 275 | $6.77K | 0.00% | +260+1,733.3% | Added |
| United Financial Planning Group LLC | 276 | $6.79K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 283 | $6.96K | 0.00% | +10+3.7% | Added |
| MV Capital Management, Inc. | 290 | $7.14K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 299 | $7.36K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 300 | $7.38K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 300 | $7.38K | 0.00% | +300 | New |
| LRI Investments, LLC | 303 | $7.46K | 0.00% | −389−56.2% | Reduced |
| Motco | 311 | $7.65K | 0.00% | +11+3.7% | Added |
| WPG Advisers, LLC | 321 | $7.90K | 0.00% | +99+44.6% | Added |
| Keating Financial Advisory Services, Inc. | 343 | $8.44K | 0.00% | −138−28.7% | Reduced |
| Fortitude Family Office, LLC | 367 | $9.03K | 0.00% | −68−15.6% | Reduced |
| JFS Wealth Advisors, LLC | 373 | $9.18K | 0.00% | −18−4.6% | Reduced |
| Action Point Financial Planning, LLC | 382 | $9.35K | 0.00% | +382 | New |
| Private Trust Co NA | 418 | $10.3K | 0.00% | +418 | New |
| Farmers & Merchants Investments Inc | 420 | $10.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 436 | $10.7K | 0.00% | −463−51.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 446 | $11.0K | 0.00% | −446−50.0% | Reduced |
| Cedar Mountain Advisors, LLC | 460 | $11.3K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 500 | $12.3K | 0.01% | −36−6.7% | Reduced |