| Breakwater Investment Management | 0 | $7 | 0.00% | 0 | Unchanged |
| CNB Bank | 1 | $34 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2 | $67 | 0.01% | −1,998−99.9% | Reduced |
| Salem Investment Counselors Inc | 2 | $68 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 2 | $68 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $134 | 0.00% | +4 | New |
| Frazier Financial Advisors, LLC | 4 | $137 | 0.00% | −2−33.3% | Reduced |
| Darwin Advisors, LLC | 5 | $168 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 5 | $169 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 7 | $235 | 0.00% | +7 | New |
| Nova Wealth Management, Inc. | 7 | $235 | 0.00% | +7 | New |
| DHJJ Financial Advisors, Ltd. | 7 | $236 | 0.00% | −1−12.5% | Reduced |
| West Paces Advisors Inc. | 9 | $303 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $303 | 0.00% | +9 | New |
| Tucker Asset Management LLC | 10 | $336 | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 10 | $337 | 0.00% | +10 | New |
| Vermillion Wealth Management, Inc. | 10 | $352 | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $353 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 11 | $362 | 0.00% | +11 | New |
| Parkworth Wealth Management, Inc. | 11 | $370 | 0.00% | +11 | New |
| Bear Mountain Capital, Inc. | 15 | $479 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 15 | $504 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 15 | $505 | 0.00% | +15 | New |
| BOK Financial Private Wealth, Inc. | 16 | $543 | 0.00% | +16 | New |
| Trifecta Capital Advisors, LLC | 17 | $572 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 17 | $575 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 18 | $605 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 19 | $639 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 19 | $639 | 0.00% | +19 | New |
| Atala Financial Inc | 20 | $672 | 0.00% | +20 | New |
| TFC Financial Management | 20 | $673 | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 21 | $706 | 0.00% | +21 | New |
| Newbridge Financial Services Group, Inc. | 25 | $841 | 0.00% | +25 | New |
| Wood Tarver Financial Group, LLC | 34 | $1.00K | 0.00% | +34 | New |
| Carolinas Wealth Consulting LLC | 30 | $1.01K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 31 | $1.04K | 0.00% | −74−70.5% | Reduced |
| Colonial Trust Co | 36 | $1.21K | 0.00% | +24+200.0% | Added |
| NewSquare Capital LLC | 36 | $1.21K | 0.00% | +36 | New |
| Van Hulzen Asset Management, LLC | 36 | $1.22K | 0.00% | +36 | New |
| Synergy Financial Management, LLC | 42 | $1.25K | 0.00% | +42 | New |
| Financially Speaking Inc | 38 | $1.28K | 0.00% | +38 | New |
| NVWM, LLC | 39 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $1.41K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 43 | $1.45K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $1.68K | 0.00% | −50−50.0% | Reduced |
| Robinswood Financial LLC | 50 | $1.68K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 50 | $1.68K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 53 | $1.78K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 56 | $2.00K | 0.00% | −200−78.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 61 | $2.06K | 0.00% | +26+74.3% | Added |
| Richard W. Paul & Associates, LLC | 66 | $2.22K | 0.00% | +1+1.5% | Added |
| DiNuzzo Private Wealth, Inc. | 68 | $2.29K | 0.00% | +3+4.6% | Added |
| Prestige Wealth Management Group LLC | 68 | $2.30K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 70 | $2.35K | 0.00% | +20+40.0% | Added |
| SJS Investment Consulting Inc. | 70 | $2.35K | 0.00% | +1+1.4% | Added |
| Investors Research Corp | 73 | $2.45K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 75 | $2.52K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 75 | $2.52K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 81 | $2.72K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 100 | $2.86K | 0.00% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 100 | $3.00K | 0.00% | −700−87.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 100 | $3.00K | 0.00% | +100 | New |
| Delos Wealth Advisors, LLC | 90 | $3.03K | 0.00% | +90 | New |
| GHP Investment Advisors, Inc. | 91 | $3.06K | 0.00% | −54−37.2% | Reduced |
| Chesapeake Asset Management LLC | 95 | $3.19K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 96 | $3.23K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 96 | $3.23K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 96 | $3.24K | 0.00% | +22+29.7% | Added |
| Dunhill Financial, LLC | 97 | $3.25K | 0.00% | +3+3.2% | Added |
| Founders Capital Management | 100 | $3.36K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $3.36K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $3.36K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 100 | $3.36K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 100 | $3.36K | 0.00% | +100 | New |
| Redwood Park Advisors LLC | 100 | $3.36K | 0.00% | +100 | New |
| Highline Wealth Partners LLC | 102 | $3.43K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 103 | $3.46K | 0.00% | −897−89.7% | Reduced |
| Comprehensive Financial Planning, Inc. | 111 | $3.72K | 0.00% | +111 | New |
| Halbert Hargrove Global Advisors, LLC | 112 | $3.76K | 0.00% | +112 | New |
| Abound Wealth Management | 116 | $3.90K | 0.00% | +22+23.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 116 | $3.90K | 0.01% | +116 | New |
| Horizon Bancorp Inc | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 120 | $4.03K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 120 | $4.03K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 121 | $4.07K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 131 | $4.41K | 0.00% | +131 | New |
| Glen Eagle Advisors, LLC | 132 | $4.45K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 136 | $4.57K | 0.00% | +5+3.8% | Added |
| Syntax Research, Inc. | 138 | $4.64K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 139 | $4.66K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 140 | $4.71K | 0.02% | +140 | New |
| Blue Bell Private Wealth Management, LLC | 140 | $4.71K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 168 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 149 | $5.01K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 149 | $5.03K | 0.00% | +149 | New |
| Cary Street Partner Investment Advisory LLC | 150 | $5.04K | 0.00% | −7,074−97.9% | Reduced |
| Tradewinds Capital Management, LLC | 152 | $5.11K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 159 | $5.35K | 0.00% | 00.0% | Unchanged |