| Ogorek Anthony Joseph | 4 | $0 | 0.00% | −5−55.6% | Reduced |
| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 0 | $3 | 0.00% | −12−100.0% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $92 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 445 | $137 | 0.00% | +7+1.6% | Added |
| Medallion Wealth Advisors, LLC | 2 | $184 | 0.00% | +2 | New |
| Sankala Group LLC | 2 | $216 | 0.00% | +2 | New |
| Highland Investment Advisors LLC | 3 | $275 | 0.00% | +3 | New |
| West Branch Capital LLC | 3 | $276 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 4 | $362 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 5 | $510 | 0.00% | +5 | New |
| NBT Bank N A | 6 | $551 | 0.00% | −860−99.3% | Reduced |
| Prestige Wealth Management Group LLC | 6 | $551 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 6 | $551 | 0.00% | +6 | New |
| Trust Co | 6 | $552 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $735 | 0.00% | −598−98.7% | Reduced |
| UMA Financial Services, Inc. | 8 | $735 | 0.00% | −38−82.6% | Reduced |
| Retirement Wealth Solutions LLC | 8 | $735 | 0.00% | +8 | New |
| 1015 Capital Partners, LLC | 9 | $826 | 0.00% | +4+80.0% | Added |
| DHJJ Financial Advisors, Ltd. | 10 | $918 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 10 | $918 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $918 | 0.00% | +8+400.0% | Added |
| Vanguard Advisers Inc | 10 | $918 | 0.00% | +10 | New |
| CKW Financial Group | 9 | $1.00K | 0.00% | +9 | New |
| Key Capital Management, INC | 11 | $1.01K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 11 | $1.02K | 0.00% | +3+37.5% | Added |
| Aspect Partners, LLC | 12 | $1.10K | 0.00% | −12−50.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 12 | $1.10K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 12 | $1.10K | 0.00% | +12 | New |
| Asset Dedication, LLC | 14 | $1.28K | 0.00% | +14 | New |
| Creative Capital Management Investments LLC | 14 | $1.28K | 0.00% | +14 | New |
| Quest 10 Wealth Builders, Inc. | 15 | $1.35K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 15 | $1.38K | 0.00% | −15−50.0% | Reduced |
| Trifecta Capital Advisors, LLC | 15 | $1.38K | 0.00% | +15 | New |
| Torren Management, LLC | 17 | $1.57K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 17 | $1.58K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 18 | $1.65K | 0.00% | +8+80.0% | Added |
| Triumph Capital Management | 19 | $1.74K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 19 | $1.74K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 20 | $1.84K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 20 | $1.84K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 20 | $1.84K | 0.00% | +20 | New |
| Brown, Lisle/Cummings, Inc. | 21 | $1.93K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 23 | $2.11K | 0.00% | −15−39.5% | Reduced |
| WestEnd Advisors, LLC | 25 | $2.29K | 0.00% | +3+13.6% | Added |
| IFG Advisory, LLC | 25 | $2.29K | 0.00% | +25 | New |
| Tiaa Trust, National Association | 26 | $2.39K | 0.00% | −255−90.7% | Reduced |
| South State Corp. | 26 | $2.39K | 0.00% | −19−42.2% | Reduced |
| Financial Consulate, Inc | 26 | $2.40K | 0.00% | −34−56.7% | Reduced |
| Atomic Invest LLC | 29 | $2.56K | 0.00% | −50−63.3% | Reduced |
| Geneos Wealth Management Inc. | 29 | $2.67K | 0.00% | −5−14.7% | Reduced |
| Washington Trust Advisors, Inc. | 30 | $2.75K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 30 | $2.78K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 31 | $2.85K | 0.00% | −27−46.6% | Reduced |
| Country Trust Bank | 31 | $2.85K | 0.00% | +31 | New |
| Abound Wealth Management | 32 | $2.93K | 0.00% | −79−71.2% | Reduced |
| Sittner & Nelson, LLC | 32 | $2.94K | 0.00% | +5+18.5% | Added |
| Quaker Wealth Management, LLC | 32 | $2.94K | 0.00% | +13+68.4% | Added |
| Ritter Daniher Financial Advisory LLC | 33 | $3.07K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 35 | $3.21K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 38 | $3.49K | 0.00% | +38 | New |
| Vanguard National Trust Co | 39 | $3.58K | 0.00% | +39 | New |
| Valued Wealth Advisors LLC | 39 | $3.59K | 0.00% | +20+105.3% | Added |
| Centerpoint Advisors, LLC | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 45 | $4.13K | 0.00% | −2−4.3% | Reduced |
| Proathlete Wealth Management LLC | 45 | $4.15K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 45 | $4.16K | 0.00% | +20+80.0% | Added |
| Bell Investment Advisors, Inc | 46 | $4.22K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 47 | $4.29K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 47 | $4.31K | 0.00% | 00.0% | Unchanged |
| Philadelphia Investment Partners, LLC | 48 | $4.41K | 0.00% | −100−67.6% | Reduced |
| Clark Wealth Partners | 48 | $4.41K | 0.00% | +25+108.7% | Added |
| Main Street Group, LTD | 50 | $4.59K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 55 | $5.05K | 0.00% | +55 | New |
| Bay Harbor Wealth Management, LLC | 59 | $5.42K | 0.00% | +36+156.5% | Added |
| Action Point Financial Planning, LLC | 61 | $5.51K | 0.00% | +61 | New |
| MidFirst Bank | 61 | $5.60K | 0.00% | +16+35.6% | Added |
| Hughes Financial Services, LLC | 61 | $5.60K | 0.00% | +46+306.7% | Added |
| Principia Wealth Advisory, LLC | 62 | $5.69K | 0.00% | +25+67.6% | Added |
| Beaird Harris Wealth Management, LLC | 62 | $5.69K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 63 | $5.81K | 0.00% | +63 | New |
| HM Payson & Co | 66 | $6.06K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 68 | $6.24K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 73 | $6.70K | 0.00% | −2−2.7% | Reduced |
| Private Wealth Management Group, LLC | 75 | $6.88K | 0.00% | +7+10.3% | Added |
| Fountainhead AM, LLC | 75 | $6.88K | 0.01% | +26+53.1% | Added |
| Raffa Wealth Management, LLC | 77 | $7.07K | 0.00% | +20+35.1% | Added |
| Southern Michigan Bank & Trust | 81 | $7.43K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 82 | $7.53K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 84 | $7.75K | 0.00% | −1,006−92.3% | Reduced |
| WPG Advisers, LLC | 87 | $7.99K | 0.00% | +3+3.6% | Added |
| SOA Wealth Advisors, LLC. | 87 | $7.99K | 0.00% | +87 | New |
| Murphy & Mullick Capital Management Corp | 89 | $8.17K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 90 | $8.26K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 100 | $9.18K | 0.00% | +89+809.1% | Added |
| Cape Investment Advisory, Inc. | 101 | $9.27K | 0.00% | +101 | New |
| West Paces Advisors Inc. | 105 | $9.64K | 0.00% | +105 | New |
| SHP Wealth Management | 109 | $9.97K | 0.00% | +28+34.6% | Added |
| MTM Investment Management, LLC | 113 | $10.4K | 0.00% | 00.0% | Unchanged |
