| Navigoe, LLC | 11 | $0 | 0.00% | +11 | New |
| Highland Investment Advisors LLC | 1 | $66 | 0.00% | +1 | New |
| TFC Financial Management | 2 | $133 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2 | $133 | 0.00% | +2 | New |
| Game Plan Financial Advisors, LLC | 3 | $199 | 0.00% | +3 | New |
| Institute for Wealth Management, LLC. | 4 | $260 | 0.00% | +4 | New |
| Your Advocates Ltd., LLP | 4 | $265 | 0.00% | −1,717−99.8% | Reduced |
| Maryland Capital Advisors Inc. | 5 | $332 | 0.00% | +5 | New |
| Downshift Financial, LLC | 5 | $332 | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 6 | $398 | 0.00% | +2+50.0% | Added |
| Davis Capital Management | 6 | $398 | 0.00% | +6 | New |
| Hollencrest Capital Management | 8 | $530 | 0.00% | +8 | New |
| West Paces Advisors Inc. | 8 | $530 | 0.00% | +8 | New |
| Motco | 9 | $597 | 0.00% | +9 | New |
| Quaker Wealth Management, LLC | 12 | $796 | 0.00% | −2−14.3% | Reduced |
| DecisionPoint Financial, LLC | 13 | $847 | 0.00% | +13 | New |
| SWAN Capital LLC | 14 | $928 | 0.00% | +6+75.0% | Added |
| Breakwater Investment Management | 14 | $929 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 17 | $1.13K | 0.00% | +17 | New |
| Planning Strategies Inc. | 17 | $1.13K | 0.00% | +17 | New |
| MV Capital Management, Inc. | 18 | $1.19K | 0.00% | +11+157.1% | Added |
| American Capital Advisory, LLC | 20 | $1.33K | 0.00% | +6+42.9% | Added |
| South State Corp. | 21 | $1.39K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 22 | $1.46K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 22 | $1.46K | 0.00% | +22 | New |
| Montag A & Associates Inc | 23 | $1.50K | 0.00% | −8−25.8% | Reduced |
| Hughes Financial Services, LLC | 24 | $1.59K | 0.00% | +19+380.0% | Added |
| Manchester Capital Management LLC | 26 | $1.72K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 28 | $1.86K | 0.00% | −16−36.4% | Reduced |
| Rossby Financial, LCC | 28 | $1.86K | 0.00% | −4−12.5% | Reduced |
| TD Capital Management LLC | 28 | $1.87K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 37 | $2.00K | 0.00% | +6+19.4% | Added |
| Cape Investment Advisory, Inc. | 31 | $2.06K | 0.00% | +31 | New |
| Pittenger & Anderson Inc | 32 | $2.12K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $2.12K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 33 | $2.19K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 36 | $2.39K | 0.00% | +36 | New |
| William B. Walkup & Associates, Inc. | 36 | $2.39K | 0.00% | +36 | New |
| Principia Wealth Advisory, LLC | 38 | $2.52K | 0.00% | +9+31.0% | Added |
| LRI Investments, LLC | 38 | $2.52K | 0.00% | +38 | New |
| Brown, Lisle/Cummings, Inc. | 42 | $2.79K | 0.00% | −4−8.7% | Reduced |
| MidFirst Bank | 43 | $2.85K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 45 | $2.98K | 0.00% | +37+462.5% | Added |
| IFG Advisory, LLC | 45 | $2.98K | 0.00% | +45 | New |
| Marshall Investment Management, LLC | 46 | $3.05K | 0.00% | +46 | New |
| North Star Investment Management Corp. | 48 | $3.18K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 50 | $3.31K | 0.00% | +50 | New |
| Cornerstone Planning Group LLC | 46 | $3.46K | 0.00% | −7−13.2% | Reduced |
| Quarry LP | 59 | $3.91K | 0.00% | −4,880−98.8% | Reduced |
| HFM Investment Advisors, LLC | 59 | $3.91K | 0.00% | +27+84.4% | Added |
| IMA Wealth, Inc. | 60 | $3.98K | 0.00% | +20+50.0% | Added |
| Altshuler Shaham Ltd | 62 | $4.11K | 0.00% | +62 | New |
| ZRC Wealth Management, LLC | 62 | $4.11K | 0.00% | +62 | New |
| Ameriflex Group, Inc. | 62 | $4.11K | 0.00% | +62 | New |
| American National Bank | 63 | $4.17K | 0.00% | +48+320.0% | Added |
| Marquette Asset Management, LLC | 63 | $4.18K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 63 | $4.18K | 0.00% | +63 | New |
| Concord Wealth Partners | 68 | $4.54K | 0.00% | +68 | New |
| Rialto Wealth Management, LLC | 71 | $4.71K | 0.00% | +23+47.9% | Added |
| Strategic Wealth Partners, Ltd. | 74 | $4.91K | 0.00% | +57+335.3% | Added |
| Private Wealth Management Group, LLC | 76 | $5.04K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 80 | $5.30K | 0.00% | +80 | New |
| Gleason Group, Inc. | 81 | $5.37K | 0.00% | +81 | New |
| Bay Harbor Wealth Management, LLC | 85 | $5.64K | 0.00% | +14+19.7% | Added |
| Sachetta, LLC | 86 | $5.70K | 0.00% | +47+120.5% | Added |
| Dogwood Wealth Management LLC | 89 | $5.90K | 0.00% | −45−33.6% | Reduced |
| Ninepoint Partners LP | 92 | $6.10K | 0.00% | −23,744−99.6% | Reduced |
| Aventura Private Wealth, LLC | 96 | $6.37K | 0.00% | 00.0% | Unchanged |
| City State Bank | 96 | $6.37K | 0.00% | +96 | New |
| Cromwell Holdings LLC | 97 | $6.43K | 0.00% | +39+67.2% | Added |
| Whipplewood Advisors, LLC | 98 | $6.50K | 0.00% | −94−49.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 100 | $6.63K | 0.00% | −1−1.0% | Reduced |
| Owl Creek Wealth Partners LLC | 100 | $6.63K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 102 | $6.76K | 0.00% | +102 | New |
| Creative Capital Management Investments LLC | 105 | $6.96K | 0.00% | +105 | New |
| Pier Capital, LLC | 108 | $7.16K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 110 | $7.29K | 0.00% | −68−38.2% | Reduced |
| Bare Financial Services, Inc | 112 | $7.42K | 0.00% | +97+646.7% | Added |
| Strive Financial Group ,LLC | 120 | $7.96K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 130 | $8.62K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 132 | $8.75K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 141 | $9.35K | 0.00% | +141 | New |
| Atlantic Trust, LLC | 147 | $9.75K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 148 | $9.81K | 0.00% | +26+21.3% | Added |
| GW&K Investment Management, LLC | 156 | $10.0K | 0.00% | +156 | New |
| Bell Investment Advisors, Inc | 155 | $10.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 159 | $10.5K | 0.00% | −6−3.6% | Reduced |
| Montgomery Financial Services LLC | 161 | $10.7K | 0.01% | +161 | New |
| Pinnacle Wealth Planning Services, Inc. | 166 | $11.0K | 0.00% | −1,126−87.2% | Reduced |
| Quest 10 Wealth Builders, Inc. | 167 | $11.1K | 0.01% | +167 | New |
| United Financial Planning Group LLC | 168 | $11.1K | 0.01% | +168 | New |
| Wealth Enhancement Trust Services, Inc. | 177 | $11.7K | 0.00% | +177 | New |
| Stone House Investment Management, LLC | 190 | $12.6K | 0.00% | +4+2.2% | Added |
| Compagnie Lombard Odier SCmA | 196 | $13.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 200 | $13.3K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 204 | $13.5K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 207 | $13.7K | 0.01% | −21−9.2% | Reduced |
| Capital Advisors, Ltd. LLC | 228 | $15.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 227 | $15.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 236 | $15.4K | 0.00% | 00.0% | Unchanged |