| Navigoe, LLC | 9 | $0 | 0.00% | +9 | New |
| Highland Investment Advisors LLC | 1 | $90 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 2 | $181 | 0.00% | −2−50.0% | Reduced |
| 3 Factor Indexing, LLC | 2 | $181 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $181 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $181 | 0.00% | +2 | New |
| Lummis Asset Management, LP | 3 | $271 | 0.00% | −50−94.3% | Reduced |
| IMA Wealth, Inc. | 3 | $271 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 3 | $271 | 0.00% | +1+50.0% | Added |
| Nvest Wealth Strategies, Inc. | 3 | $272 | 0.00% | +3 | New |
| Phillip James Consulting Co. | 4 | $362 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $362 | 0.00% | 00.0% | Unchanged |
| Trust Co | 5 | $452 | 0.00% | −720−99.3% | Reduced |
| Downshift Financial, LLC | 5 | $452 | 0.00% | +5 | New |
| Financial Consulate, Inc | 6 | $543 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $543 | 0.00% | 00.0% | Unchanged |
| Timbuktu Capital Management, LLC | 6 | $543 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 6 | $552 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 7 | $634 | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 8 | $724 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 8 | $724 | 0.00% | +8 | New |
| Provenance Wealth Advisors, LLC | 8 | $724 | 0.00% | +8 | New |
| Abound Wealth Management | 8 | $763 | 0.00% | −95−92.2% | Reduced |
| Whipplewood Advisors, LLC | 9 | $814 | 0.00% | −219−96.1% | Reduced |
| Mascoma Wealth Management LLC | 9 | $814 | 0.00% | −6−40.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 9 | $814 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 9 | $814 | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 10 | $831 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 10 | $905 | 0.00% | +10 | New |
| Aspect Partners, LLC | 11 | $995 | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 11 | $995 | 0.00% | +11 | New |
| PayPay Securities Corp | 12 | $1.09K | 0.04% | −1−7.7% | Reduced |
| Financial Gravity Companies, Inc. | 12 | $1.09K | 0.00% | +12 | New |
| Spectrum Wealth Advisory Group, LLC | 12 | $1.09K | 0.00% | +12 | New |
| Triumph Capital Management | 13 | $1.18K | 0.00% | +5+62.5% | Added |
| Tower Trust & Investment Co | 14 | $1.27K | 0.00% | +14 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $1.36K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 15 | $1.36K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 16 | $1.45K | 0.00% | +16 | New |
| SWAN Capital LLC | 16 | $1.47K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 17 | $1.54K | 0.00% | +1+6.3% | Added |
| Davis Capital Management | 17 | $1.54K | 0.00% | +12+240.0% | Added |
| IMG Wealth Management, Inc. | 18 | $1.63K | 0.00% | +18 | New |
| Raleigh Capital Management Inc. | 19 | $1.72K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 19 | $1.72K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $1.72K | 0.00% | +9+90.0% | Added |
| Key Capital Management, INC | 20 | $1.81K | 0.00% | 00.0% | Unchanged |
| Motco | 20 | $1.81K | 0.00% | +13+185.7% | Added |
| Alerus Financial NA | 20 | $1.81K | 0.00% | +20 | New |
| Burk Holdings LLC | 21 | $1.90K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 22 | $1.99K | 0.00% | +9+69.2% | Added |
| Retirement Wealth Solutions LLC | 25 | $2.26K | 0.00% | −4−13.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 26 | $2.33K | 0.00% | +5+23.8% | Added |
| Activest Wealth Management | 26 | $2.35K | 0.00% | −87−77.0% | Reduced |
| Fedenia Advisers LLC | 30 | $2.71K | 0.00% | +30 | New |
| Fourth Dimension Wealth, LLC | 31 | $2.80K | 0.00% | +31 | New |
| Planning Strategies Inc. | 31 | $2.80K | 0.00% | +31 | New |
| Cape Investment Advisory, Inc. | 32 | $2.89K | 0.00% | +32 | New |
| West Paces Advisors Inc. | 33 | $2.98K | 0.00% | +33 | New |
| Coston, McIsaac & Partners | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 35 | $3.17K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 36 | $3.26K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 36 | $3.26K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 37 | $3.35K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 38 | $3.44K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 39 | $3.53K | 0.00% | −24−38.1% | Reduced |
| Advocate Investing Services LLC | 39 | $3.53K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 41 | $3.71K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 41 | $3.71K | 0.00% | +41 | New |
| Golden State Equity Partners | 42 | $3.80K | 0.01% | −148−77.9% | Reduced |
| Darwin Advisors, LLC | 42 | $3.80K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 43 | $3.89K | 0.00% | +9+26.5% | Added |
| Penserra Capital Management LLC | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 45 | $4.07K | 0.00% | −576−92.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 46 | $4.16K | 0.01% | 00.0% | Unchanged |
| NBH Bank | 30 | $4.29K | 0.00% | +30 | New |
| Crewe Advisors LLC | 48 | $4.34K | 0.00% | +48 | New |
| Toth Financial Advisory Corp | 50 | $4.52K | 0.00% | −50−50.0% | Reduced |
| Clark Wealth Partners | 50 | $4.52K | 0.00% | −5−9.1% | Reduced |
| Asset Dedication, LLC | 50 | $4.52K | 0.00% | +1+2.0% | Added |
| Principia Wealth Advisory, LLC | 54 | $4.88K | 0.00% | +3+5.9% | Added |
| Kingdom Financial Group LLC. | 60 | $5.43K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 62 | $5.61K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 63 | $5.70K | 0.00% | −11−14.9% | Reduced |
| Bruce G. Allen Investments, LLC | 64 | $5.79K | 0.00% | −3−4.5% | Reduced |
| Manning & Napier Advisors LLC | 67 | $6.11K | 0.00% | +15+28.8% | Added |
| Mosley Wealth Management | 69 | $6.24K | 0.00% | +1+1.5% | Added |
| Financial Management Professionals, Inc. | 69 | $6.24K | 0.00% | +45+187.5% | Added |
| Dogwood Wealth Management LLC | 70 | $6.33K | 0.00% | +25+55.6% | Added |
| Hilton Head Capital Partners, LLC | 71 | $6.42K | 0.00% | −267−79.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 71 | $6.42K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 71 | $6.42K | 0.00% | +21+42.0% | Added |
| Delta Asset Management LLC | 72 | $6.51K | 0.00% | +72 | New |
| SJS Investment Consulting Inc. | 75 | $6.79K | 0.00% | −6−7.4% | Reduced |
| Solstein Capital, LLC | 77 | $6.96K | 0.00% | 00.0% | Unchanged |
| Vaquero Private Wealth, Ltd | 78 | $7.06K | 0.00% | +78 | New |
| Marquette Asset Management, LLC | 80 | $7.24K | 0.00% | −61−43.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 81 | $7.33K | 0.00% | +16+24.6% | Added |
| DT Investment Partners, LLC | 81 | $7.33K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 82 | $7.42K | 0.00% | −1,391−94.4% | Reduced |