| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | −141−95.3% | Reduced |
| Cloud Capital Management, LLC | 7 | $0 | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 2 | $98 | 0.00% | −29−93.5% | Reduced |
| Imprint Wealth LLC | 2 | $98 | 0.00% | +2 | New |
| Richardson Financial Services Inc. | 3 | $147 | 0.00% | +3 | New |
| Guerra Advisors Inc | 3 | $147 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 3 | $154 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $196 | 0.00% | −1−20.0% | Reduced |
| Heartwood Wealth Advisors LLC | 4 | $196 | 0.00% | +4 | New |
| Kozak & Associates, Inc. | 5 | $237 | 0.00% | −1−16.7% | Reduced |
| Hurley Capital, LLC | 5 | $245 | 0.00% | +5 | New |
| ESL Trust Services, LLC | 5 | $245 | 0.00% | +5 | New |
| Davis Capital Management | 5 | $245 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $282 | 0.00% | −3−37.5% | Reduced |
| Activest Wealth Management | 6 | $294 | 0.00% | −3−33.3% | Reduced |
| JFS Wealth Advisors, LLC | 6 | $295 | 0.00% | −7−53.8% | Reduced |
| TFC Financial Management | 8 | $393 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 9 | $426 | 0.00% | +1+12.5% | Added |
| Turning Point Benefit Group, Inc. | 9 | $435 | 0.00% | +9 | New |
| Binnacle Investments Inc | 9 | $441 | 0.00% | −30−76.9% | Reduced |
| Wealth Watch Advisors, INC | 9 | $441 | 0.00% | +9 | New |
| Financial Consulate, Inc | 9 | $442 | 0.00% | +9 | New |
| Valued Wealth Advisors LLC | 9 | $463 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 11 | $470 | 0.00% | −42−79.2% | Reduced |
| American Capital Advisory, LLC | 10 | $491 | 0.00% | +6+150.0% | Added |
| Bay Harbor Wealth Management, LLC | 11 | $539 | 0.00% | +2+22.2% | Added |
| Rialto Wealth Management, LLC | 11 | $540 | 0.00% | +5+83.3% | Added |
| Avalon Trust Co | 11 | $540 | 0.00% | +11 | New |
| Stephens Consulting, LLC | 13 | $638 | 0.00% | −12−48.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $736 | 0.00% | −14−48.3% | Reduced |
| Wall Street Access Asset Management, LLC | 16 | $785 | 0.00% | +16 | New |
| Transamerica Financial Advisors, Inc. | 20 | $962 | 0.00% | +16+400.0% | Added |
| Picton Mahoney Asset Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Symetra Investment Management Co | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 17 | $1.00K | 0.00% | +17 | New |
| Sachetta, LLC | 21 | $1.03K | 0.00% | −19−47.5% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 21 | $1.03K | 0.00% | +21 | New |
| UMA Financial Services, Inc. | 23 | $1.13K | 0.00% | +14+155.6% | Added |
| Park Place Capital Corp | 23 | $1.15K | 0.00% | −2,653−99.1% | Reduced |
| Essex Investment Management Co LLC | 25 | $1.23K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 26 | $1.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $1.28K | 0.00% | −122−82.4% | Reduced |
| North Capital, Inc. | 27 | $1.32K | 0.00% | −579−95.5% | Reduced |
| SWAN Capital LLC | 27 | $1.32K | 0.00% | −9−25.0% | Reduced |
| Zions Bancorporation, National Association | 30 | $1.47K | 0.00% | −53,334−99.9% | Reduced |
| Darwin Advisors, LLC | 30 | $1.47K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $1.57K | 0.00% | +32 | New |
| Rossby Financial, LCC | 35 | $1.70K | 0.00% | −12−25.5% | Reduced |
| Ameritas Advisory Services, LLC | 36 | $1.76K | 0.00% | −198−84.6% | Reduced |
| Cornerstone Planning Group LLC | 39 | $1.77K | 0.00% | +2+5.4% | Added |
| Tortoise Investment Management, LLC | 38 | $1.86K | 0.00% | −6−13.6% | Reduced |
| Legacy Wealth Managment, LLC | 38 | $1.86K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 40 | $1.96K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 45 | $2.00K | 0.00% | −28−38.4% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 42 | $2.06K | 0.00% | +42 | New |
| Costello Asset Management, INC | 44 | $2.16K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 46 | $2.23K | 0.00% | 00.0% | Unchanged |
| Motco | 46 | $2.26K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 47 | $2.30K | 0.00% | −10,352−99.5% | Reduced |
| Redmont Wealth Advisors LLC | 47 | $2.31K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 54 | $2.65K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 55 | $2.70K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 56 | $2.75K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 56 | $2.75K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 56 | $2.75K | 0.00% | +25+80.6% | Added |
| Abound Wealth Management | 57 | $2.80K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 60 | $2.94K | 0.00% | −44−42.3% | Reduced |
| Retirement Wealth Solutions LLC | 63 | $3.09K | 0.00% | +63 | New |
| Millstone Evans Group, LLC | 65 | $3.19K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 65 | $3.22K | 0.00% | −40−38.1% | Reduced |
| Salomon & Ludwin, LLC | 66 | $3.27K | 0.00% | −56−45.9% | Reduced |
| Harbor Investment Advisory, LLC | 72 | $3.53K | 0.00% | −112−60.9% | Reduced |
| Mather Group, LLC. | 72 | $3.53K | 0.00% | +72 | New |
| JNBA Financial Advisors | 78 | $3.83K | 0.00% | +40+105.3% | Added |
| Quest 10 Wealth Builders, Inc. | 79 | $3.87K | 0.00% | −98−55.4% | Reduced |
| Hollencrest Capital Management | 93 | $4.56K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 95 | $4.66K | 0.00% | −59−38.3% | Reduced |
| Root Financial Partners, LLC | 96 | $4.71K | 0.00% | +96 | New |
| Financial Management Professionals, Inc. | 97 | $4.76K | 0.00% | +42+76.4% | Added |
| Mountain Hill Investment Partners Corp. | 100 | $4.90K | 0.00% | −285−74.0% | Reduced |
| Salem Investment Counselors Inc | 100 | $4.90K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $4.90K | 0.00% | +100 | New |
| CBIZ Investment Advisory Services, LLC | 103 | $5.05K | 0.00% | −107−51.0% | Reduced |
| Rakuten Securities, Inc. | 104 | $5.10K | 0.00% | +1+1.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 106 | $5.20K | 0.00% | +106 | New |
| Aspect Partners, LLC | 107 | $5.25K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 110 | $5.39K | 0.00% | −295−72.8% | Reduced |
| Essential Partners LLC | 112 | $5.49K | 0.00% | −265−70.3% | Reduced |
| Boyd Watterson Asset Management LLC | 117 | $5.74K | 0.00% | −27−18.8% | Reduced |
| Kings Path Partners LLC | 120 | $5.88K | 0.00% | +120 | New |
| Trust Co of Toledo NA | 132 | $6.47K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 136 | $6.67K | 0.00% | +136 | New |
| GW&K Investment Management, LLC | 144 | $7.00K | 0.00% | −247−63.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 141 | $7.00K | 0.00% | +4+2.9% | Added |
| Trust Co of Vermont | 144 | $7.06K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 146 | $7.16K | 0.00% | +12+9.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 150 | $7.36K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 151 | $7.40K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 158 | $7.75K | 0.00% | 00.0% | Unchanged |
