| Westfuller Advisors, LLC | 0 | $4 | 0.00% | −11−100.0% | Reduced |
| Cordant, Inc. | 0 | $260 | 0.00% | 0 | New |
| North Star Investment Management Corp. | 1 | $577 | 0.00% | −6−85.7% | Reduced |
| Bare Financial Services, Inc | 1 | $577 | 0.00% | −2−66.7% | Reduced |
| Kingdom Financial Group LLC. | 1 | $577 | 0.00% | −1−50.0% | Reduced |
| Phillip James Consulting Co. | 1 | $577 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $577 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $577 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $577 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $577 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $577 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $577 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $577 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 1 | $577 | 0.00% | +1 | New |
| Mosley Wealth Management | 1 | $577 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $580 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1 | $727 | 0.00% | +1 | New |
| Navigoe, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Smallwood Wealth Investment Management, LLC | 2 | $1.15K | 0.00% | −3−60.0% | Reduced |
| Morse Asset Management, Inc | 2 | $1.15K | 0.00% | −2−50.0% | Reduced |
| Washington Trust Advisors, Inc. | 2 | $1.15K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 2 | $1.15K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2 | $1.15K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2 | $1.15K | 0.00% | +2 | New |
| Ares Financial Consulting, LLC | 2 | $1.15K | 0.00% | +2 | New |
| Compass Financial Management LLC | 2 | $1.15K | 0.00% | +2 | New |
| Asset Dedication, LLC | 2 | $1.15K | 0.00% | +2 | New |
| Activest Wealth Management | 3 | $1.73K | 0.00% | −13−81.3% | Reduced |
| Signature Resources Capital Management, LLC | 3 | $1.73K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $1.73K | 0.00% | +3 | New |
| Provenance Wealth Advisors, LLC | 3 | $1.73K | 0.00% | +3 | New |
| MCF Advisors LLC | 3 | $1.73K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $1.73K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $2.00K | 0.00% | −1−25.0% | Reduced |
| United Community Bank | 4 | $2.31K | 0.00% | −10−71.4% | Reduced |
| Heritage Wealth Advisors | 4 | $2.31K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 4 | $2.31K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4 | $2.31K | 0.00% | +1+33.3% | Added |
| TFC Financial Management | 4 | $2.31K | 0.00% | +1+33.3% | Added |
| Valued Wealth Advisors LLC | 4 | $2.31K | 0.00% | +1+33.3% | Added |
| Guardian Partners Inc. | 4 | $2.31K | 0.00% | +4 | New |
| Tounjian Advisory Partners, LLC | 4 | $2.31K | 0.00% | +4 | New |
| TD Capital Management LLC | 4 | $2.34K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 5 | $2.88K | 0.01% | −112−95.7% | Reduced |
| J.Safra Asset Management Corp | 5 | $2.88K | 0.00% | −5−50.0% | Reduced |
| Key Financial Inc | 5 | $2.88K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 5 | $2.88K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 5 | $2.88K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 5 | $2.88K | 0.00% | +5 | New |
| Marquette Asset Management, LLC | 5 | $2.88K | 0.00% | +5 | New |
| Penserra Capital Management LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 6 | $3.46K | 0.00% | −32−84.2% | Reduced |
| MTM Investment Management, LLC | 6 | $3.46K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6 | $3.46K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 6 | $3.46K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 6 | $3.46K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 6 | $3.46K | 0.00% | +6 | New |
| Manchester Capital Management LLC | 6 | $3.46K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $3.46K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6 | $3.46K | 0.00% | +6 | New |
| Torren Management, LLC | 6 | $3.50K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 7 | $4.04K | 0.00% | −3−30.0% | Reduced |
| C M Bidwell & Associates Ltd | 7 | $4.04K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 7 | $4.04K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $4.04K | 0.00% | +5+250.0% | Added |
| HFM Investment Advisors, LLC | 7 | $4.04K | 0.00% | +5+250.0% | Added |
| Ameriflex Group, Inc. | 7 | $4.04K | 0.00% | +7 | New |
| Y.D. More Investments Ltd | 2,188 | $4.24K | 0.00% | +107+5.1% | Added |
| Dunhill Financial, LLC | 7 | $4.33K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 8 | $4.61K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 8 | $4.61K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 9 | $5.19K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 9 | $5.19K | 0.00% | +6+200.0% | Added |
| Truvestments Capital LLC | 10 | $5.77K | 0.00% | −6−37.5% | Reduced |
| Aspect Partners, LLC | 10 | $5.77K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 10 | $5.77K | 0.00% | +3+42.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $5.81K | 0.00% | +8+400.0% | Added |
| SOA Wealth Advisors, LLC. | 5,816 | $5.82K | 0.00% | −996−14.6% | Reduced |
| Ogorek Anthony Joseph | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $6.32K | 0.00% | −2−15.4% | Reduced |
| Rialto Wealth Management, LLC | 11 | $6.34K | 0.00% | −2−15.4% | Reduced |
| Grove Bank & Trust | 11 | $6.34K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 11 | $6.34K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 11 | $6.34K | 0.00% | +2+22.2% | Added |
| Bard Associates Inc | 11 | $6.34K | 0.00% | +11 | New |
| Whipplewood Advisors, LLC | 12 | $6.92K | 0.00% | −22−64.7% | Reduced |
| Arlington Trust Co LLC | 12 | $6.92K | 0.00% | 00.0% | Unchanged |
| Bayban | 12 | $6.92K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $6.92K | 0.00% | +4+50.0% | Added |
| West Paces Advisors Inc. | 12 | $6.92K | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 12 | $6.92K | 0.00% | +1+9.1% | Added |
| Highline Wealth Partners LLC | 12 | $6.93K | 0.00% | +1+9.1% | Added |
| Hughes Financial Services, LLC | 13 | $7.50K | 0.00% | +6+85.7% | Added |
| Kilter Group LLC | 13 | $7.50K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 13 | $7.50K | 0.00% | +13 | New |
| Signature Equity Partners, LLC | 13 | $7.76K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 14 | $8.07K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 14 | $8.07K | 0.00% | 00.0% | Unchanged |