| Hazlett, Burt & Watson, Inc. | 2 | $0 | 0.00% | +2 | New |
| ZRC Wealth Management, LLC | 1 | $123 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $169 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $169 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 2 | $189 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $338 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $338 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $506 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $523 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $555 | 0.00% | −10−76.9% | Reduced |
| Kimelman & Baird, LLC | 4 | $675 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $675 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $843 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 5 | $843 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $843 | 0.00% | +5 | New |
| PMV Capital Advisers, LLC | 5 | $843 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $844 | 0.00% | +2+66.7% | Added |
| Stephens Consulting, LLC | 5 | $844 | 0.00% | +5 | New |
| ORG Partners LLC | 5 | $870 | 0.00% | +5 | New |
| Murphy & Mullick Capital Management Corp | 5 | $901 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 7 | $1.10K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.18K | 0.00% | +3+75.0% | Added |
| Princeton Global Asset Management LLC | 7 | $1.18K | 0.00% | −57−89.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 7 | $1.18K | 0.00% | −42−85.7% | Reduced |
| Financial Network Wealth Advisors LLC | 7 | $1.18K | 0.00% | −35−83.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7 | $1.18K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 7 | $1.18K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 7 | $1.18K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $1.18K | 0.00% | +2+40.0% | Added |
| HFM Investment Advisors, LLC | 8 | $1.35K | 0.00% | +5+166.7% | Added |
| WealthTrak Capital Management LLC | 8 | $1.35K | 0.00% | −5−38.5% | Reduced |
| Highline Wealth Partners LLC | 8 | $1.35K | 0.00% | +5+166.7% | Added |
| Parkworth Wealth Management, Inc. | 9 | $1.52K | 0.00% | +6+200.0% | Added |
| Aviso Financial Inc. | 10 | $1.69K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 10 | $1.69K | 0.00% | +3+42.9% | Added |
| SJS Investment Consulting Inc. | 11 | $1.86K | 0.00% | −10−47.6% | Reduced |
| NBC Securities, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 12 | $2.02K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 12 | $2.09K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $2.16K | 0.00% | −27−69.2% | Reduced |
| Salem Investment Counselors Inc | 13 | $2.19K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $2.53K | 0.00% | −3−16.7% | Reduced |
| Toth Financial Advisory Corp | 15 | $2.53K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $2.70K | 0.00% | −1−5.9% | Reduced |
| Solstein Capital, LLC | 16 | $2.70K | 0.00% | +16 | New |
| Capital Investment Advisory Services, LLC | 17 | $2.87K | 0.00% | +17 | New |
| Harvest Fund Management Co., Ltd | 17 | $3.00K | 0.00% | −286−94.4% | Reduced |
| Coston, McIsaac & Partners | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 21 | $3.00K | 0.00% | +6+40.0% | Added |
| Trifecta Capital Advisors, LLC | 18 | $3.04K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 17 | $3.17K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 19 | $3.21K | 0.00% | +4+26.7% | Added |
| Whipplewood Advisors, LLC | 20 | $3.37K | 0.00% | −8−28.6% | Reduced |
| Central Trust Co | 20 | $3.37K | 0.00% | −10−33.3% | Reduced |
| Colonial Trust Advisors | 20 | $3.37K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $3.37K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 20 | $3.39K | 0.00% | −260−92.9% | Reduced |
| Fairscale Capital, LLC | 19 | $3.42K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 21 | $3.54K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 23 | $3.88K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 24 | $4.05K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 24 | $4.05K | 0.00% | +20+500.0% | Added |
| Banque Transatlantique SA | 24 | $4.07K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 25 | $4.22K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $4.22K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 25 | $4.22K | 0.00% | +2+8.7% | Added |
| Atlantic Trust, LLC | 25 | $4.22K | 0.00% | +25 | New |
| Prestige Wealth Management Group LLC | 26 | $4.39K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 26 | $4.39K | 0.00% | +26 | New |
| Medallion Wealth Advisors, LLC | 30 | $5.22K | 0.00% | +30 | New |
| Webster Bank, N. A. | 31 | $5.23K | 0.00% | +31 | New |
| Washington Trust Advisors, Inc. | 32 | $5.39K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 32 | $5.40K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 33 | $5.57K | 0.00% | +27+450.0% | Added |
| Darwin Advisors, LLC | 33 | $5.59K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 39 | $6.00K | 0.00% | −2−4.9% | Reduced |
| Wealth Preservation Advisors, LLC | 36 | $6.07K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $6.41K | 0.00% | +3+8.6% | Added |
| Center for Financial Planning, Inc. | 39 | $6.58K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 40 | $6.75K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 41 | $6.92K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 41 | $6.92K | 0.00% | +19+86.4% | Added |
| Ancora Advisors, LLC | 42 | $7.15K | 0.00% | +1+2.4% | Added |
| Chesapeake Asset Management LLC | 42 | $7.20K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 44 | $7.42K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 46 | $7.78K | 0.00% | +46 | New |
| South State Corp. | 47 | $7.93K | 0.00% | −19−28.8% | Reduced |
| Byrne Asset Management LLC | 50 | $8.43K | 0.01% | – | – |
| Oakworth Capital, Inc. | 50 | $8.43K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 50 | $8.47K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 50 | $8.70K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 52 | $8.77K | 0.00% | +52 | New |
| NewSquare Capital LLC | 54 | $9.11K | 0.00% | −9−14.3% | Reduced |
| Signature Resources Capital Management, LLC | 54 | $9.11K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 55 | $9.28K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 57 | $9.62K | 0.00% | −12−17.4% | Reduced |
| Financial Management Professionals, Inc. | 58 | $9.78K | 0.00% | −4−6.5% | Reduced |
| Bellwether Advisors, LLC | 59 | $9.95K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 59 | $9.95K | 0.00% | +14+31.1% | Added |