| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $90 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $91 | 0.00% | +1 | New |
| Clark Wealth Partners | 1 | $91 | 0.00% | +1 | New |
| Sunrise Financial Services, LLC | 2 | $181 | 0.00% | −14−87.5% | Reduced |
| Dogwood Wealth Management LLC | 3 | $271 | 0.00% | −15−83.3% | Reduced |
| WestEnd Advisors, LLC | 3 | $271 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $272 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 4 | $334 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $349 | 0.00% | +1+33.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $362 | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $362 | 0.00% | +4 | New |
| Planning Strategies Inc. | 4 | $362 | 0.00% | +4 | New |
| Asset Dedication, LLC | 5 | $453 | 0.00% | +5 | New |
| Spectrum Wealth Advisory Group, LLC | 5 | $455 | 0.00% | +5 | New |
| Whipplewood Advisors, LLC | 6 | $543 | 0.00% | −22−78.6% | Reduced |
| Breakwater Investment Management | 6 | $543 | 0.00% | +2+50.0% | Added |
| Plante Moran Financial Advisors, LLC | 6 | $543 | 0.00% | +6 | New |
| Downshift Financial, LLC | 6 | $543 | 0.00% | +6 | New |
| 1015 Capital Partners, LLC | 7 | $633 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $634 | 0.00% | −22−75.9% | Reduced |
| Retirement Wealth Solutions LLC | 7 | $634 | 0.00% | +3+75.0% | Added |
| American Capital Advisory, LLC | 8 | $724 | 0.00% | +2+33.3% | Added |
| Westside Investment Management, Inc. | 9 | $814 | 0.00% | −681−98.7% | Reduced |
| Dunhill Financial, LLC | 9 | $817 | 0.00% | +1+12.5% | Added |
| Glen Eagle Advisors, LLC | 10 | $905 | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 10 | $905 | 0.00% | +10 | New |
| Quaker Wealth Management, LLC | 10 | $905 | 0.00% | +10 | New |
| Synergy Investment Management, LLC | 11 | $930 | 0.00% | +5+83.3% | Added |
| Ameriflex Group, Inc. | 11 | $995 | 0.00% | +7+175.0% | Added |
| BOK Financial Private Wealth, Inc. | 11 | $996 | 0.00% | +11 | New |
| Capital Analysts, LLC | 15 | $1.00K | 0.00% | −25−62.5% | Reduced |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 14 | $1.27K | 0.00% | +14 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $1.36K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 15 | $1.36K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 16 | $1.45K | 0.00% | +2+14.3% | Added |
| Hughes Financial Services, LLC | 18 | $1.63K | 0.00% | +9+100.0% | Added |
| HFM Investment Advisors, LLC | 18 | $1.63K | 0.00% | +9+100.0% | Added |
| Burk Holdings LLC | 19 | $1.72K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 19 | $1.72K | 0.00% | +16+533.3% | Added |
| Osbon Capital Management LLC | 20 | $1.81K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 20 | $1.81K | 0.00% | −9−31.0% | Reduced |
| Crewe Advisors LLC | 20 | $1.81K | 0.00% | +7+53.8% | Added |
| Advocate Investing Services LLC | 21 | $1.90K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 23 | $2.08K | 0.00% | −814−97.3% | Reduced |
| Estabrook Capital Management | 23 | $2.08K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 24 | $2.17K | 0.00% | +12+100.0% | Added |
| Granite FO LLC | 25 | $2.26K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $2.26K | 0.00% | +2+8.7% | Added |
| Triumph Capital Management | 25 | $2.26K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $2.26K | 0.00% | +1+4.2% | Added |
| Prestige Wealth Management Group LLC | 26 | $2.35K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 26 | $2.35K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 26 | $2.35K | 0.00% | +26 | New |
| Beacon Investment Advisory Services, Inc. | 26 | $2.35K | 0.00% | +26 | New |
| Medallion Wealth Advisors, LLC | 27 | $2.41K | 0.00% | −330−92.4% | Reduced |
| Lloyd Advisory Services, LLC. | 27 | $2.46K | 0.00% | −14−34.1% | Reduced |
| Community Financial Services Group, LLC | 29 | $2.52K | 0.00% | −59−67.0% | Reduced |
| Principia Wealth Advisory, LLC | 28 | $2.53K | 0.00% | +8+40.0% | Added |
| NVWM, LLC | 31 | $2.81K | 0.00% | +26+520.0% | Added |
| Marquette Asset Management, LLC | 31 | $2.81K | 0.00% | +7+29.2% | Added |
| WPG Advisers, LLC | 32 | $2.90K | 0.00% | −2−5.9% | Reduced |
| Creative Capital Management Investments LLC | 32 | $2.90K | 0.00% | +32 | New |
| Dorato Capital Management | 35 | $2.95K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 33 | $2.99K | 0.00% | −18−35.3% | Reduced |
| TD Capital Management LLC | 34 | $3.09K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 35 | $3.17K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 37 | $3.22K | 0.00% | +11+42.3% | Added |
| CrossGen Wealth, LLC | 37 | $3.30K | 0.00% | +1+2.8% | Added |
| Valued Wealth Advisors LLC | 41 | $3.71K | 0.00% | +33+412.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 42 | $3.80K | 0.00% | +12+40.0% | Added |
| Kingdom Financial Group LLC. | 42 | $3.81K | 0.00% | +1+2.4% | Added |
| SHP Wealth Management | 44 | $3.98K | 0.00% | +10+29.4% | Added |
| Trust Co of Vermont | 44 | $3.98K | 0.00% | +44 | New |
| West Paces Advisors Inc. | 44 | $3.98K | 0.00% | +44 | New |
| Cornerstone Planning Group LLC | 50 | $4.12K | 0.00% | +1+2.0% | Added |
| DT Investment Partners, LLC | 47 | $4.25K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 48 | $4.34K | 0.00% | +11+29.7% | Added |
| United Financial Planning Group LLC | 49 | $4.43K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 50 | $4.52K | 0.00% | +15+42.9% | Added |
| Flagship Wealth Advisors, LLC | 50 | $4.52K | 0.00% | +50 | New |
| Godsey & Gibb Associates | 50 | $4.53K | 0.00% | −125−71.4% | Reduced |
| Private Wealth Management Group, LLC | 50 | $4.53K | 0.00% | +21+72.4% | Added |
| Torren Management, LLC | 51 | $4.62K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 51 | $4.62K | 0.00% | +28+121.7% | Added |
| Bare Financial Services, Inc | 52 | $4.71K | 0.00% | +42+420.0% | Added |
| Truvestments Capital LLC | 53 | $4.80K | 0.00% | 00.0% | Unchanged |
| American National Bank | 57 | $5.16K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 57 | $5.16K | 0.00% | +57 | New |
| LFA - Lugano Financial Advisors SA | 59 | $5.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $5.52K | 0.00% | −7−10.3% | Reduced |
| Darwin Advisors, LLC | 64 | $5.83K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 67 | $5.83K | 0.00% | +67 | New |
| Ogorek Anthony Joseph | 70 | $6.00K | 0.00% | +22+45.8% | Added |
| Avion Wealth | 73 | $6.00K | 0.00% | +51+231.8% | Added |
| Silver Grove Financial Group, Inc. | 69 | $6.24K | 0.00% | +69 | New |
| Walleye Capital LLC | 70 | $6.33K | 0.00% | +70 | New |
| Cornerstone Financial Management LLC | 73 | $6.61K | 0.01% | +31+73.8% | Added |