| Financial Consulate, Inc | 0 | $6 | 0.00% | −480−100.0% | Reduced |
| Camelot Portfolios, LLC | 1 | $29 | 0.00% | +1 | New |
| Inlight Wealth Management, LLC | 2 | $48 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $53 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $73 | 0.00% | −17−85.0% | Reduced |
| Toth Financial Advisory Corp | 4 | $97 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $97 | 0.00% | +4 | New |
| NVWM, LLC | 5 | $120 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $121 | 0.00% | −103−95.4% | Reduced |
| Eastern Bank | 7 | $169 | 0.00% | +7 | New |
| Distillate Capital Partners LLC | 8 | $193 | 0.00% | +7+700.0% | Added |
| Accordant Advisory Group Inc | 8 | $193 | 0.00% | +8 | New |
| Murphy & Mullick Capital Management Corp | 8 | $193 | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 8 | $225 | 0.00% | −6−42.9% | Reduced |
| Trust Co | 10 | $241 | 0.00% | +10 | New |
| Decker Retirement Planning Inc. | 11 | $265 | 0.00% | −150−93.2% | Reduced |
| HFM Investment Advisors, LLC | 11 | $265 | 0.00% | −10−47.6% | Reduced |
| Aspect Partners, LLC | 11 | $265 | 0.00% | +11 | New |
| Wealth Watch Advisors, INC | 12 | $289 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 13 | $313 | 0.00% | −13−50.0% | Reduced |
| Financial Management Professionals, Inc. | 16 | $385 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 18 | $434 | 0.00% | +18 | New |
| UMA Financial Services, Inc. | 19 | $458 | 0.00% | −166−89.7% | Reduced |
| Clayton Financial Group LLC | 19 | $458 | 0.00% | +19 | New |
| True Wealth Design, LLC | 21 | $506 | 0.00% | −785−97.4% | Reduced |
| Principia Wealth Advisory, LLC | 23 | $554 | 0.00% | +2+9.5% | Added |
| Dunhill Financial, LLC | 24 | $577 | 0.00% | +13+118.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 24 | $578 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 28 | $675 | 0.00% | +28 | New |
| Bay Harbor Wealth Management, LLC | 30 | $722 | 0.00% | +6+25.0% | Added |
| Atlantic Trust, LLC | 30 | $723 | 0.00% | −101−77.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 34 | $820 | 0.00% | −10−22.7% | Reduced |
| DecisionPoint Financial, LLC | 34 | $820 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 35 | $843 | 0.00% | +35 | New |
| Ares Financial Consulting, LLC | 37 | $891 | 0.00% | +37 | New |
| Whittier Trust Co of Nevada Inc | 36 | $906 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 35 | $922 | 0.00% | −391−91.8% | Reduced |
| BFSG, LLC | 39 | $930 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 40 | $964 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 41 | $988 | 0.00% | +41 | New |
| Valley National Advisers Inc | 42 | $1.00K | 0.00% | +42 | New |
| Winthrop Capital Management, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Assetmark, Inc | 44 | $1.05K | 0.00% | −333−88.3% | Reduced |
| Raffa Wealth Management, LLC | 50 | $1.21K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 52 | $1.25K | 0.00% | −17−24.6% | Reduced |
| MV Capital Management, Inc. | 53 | $1.28K | 0.00% | −177−77.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 54 | $1.30K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 55 | $1.32K | 0.00% | +55 | New |
| Rialto Wealth Management, LLC | 63 | $1.52K | 0.00% | −8−11.3% | Reduced |
| Westside Investment Management, Inc. | 65 | $1.63K | 0.00% | +65 | New |
| Howard Hughes Medical Institute | 68 | $1.64K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 69 | $1.66K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 75 | $1.81K | 0.00% | +75 | New |
| Private Wealth Management Group, LLC | 78 | $1.88K | 0.00% | +21+36.8% | Added |
| HighMark Wealth Management LLC | 85 | $2.05K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 95 | $2.29K | 0.00% | +95 | New |
| Creative Financial Designs Inc | 96 | $2.31K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $2.41K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $2.41K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 100 | $2.41K | 0.00% | +100 | New |
| Addison Advisors LLC | 105 | $2.53K | 0.00% | +105 | New |
| Transamerica Financial Advisors, Inc. | 107 | $2.58K | 0.00% | +57+114.0% | Added |
| Curat Global, LLC | 115 | $2.77K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 118 | $2.84K | 0.00% | +28+31.1% | Added |
| Atlantic Union Bankshares Corp | 123 | $2.96K | 0.00% | +101+459.1% | Added |
| Keating Financial Advisory Services, Inc. | 123 | $2.96K | 0.00% | +123 | New |
| Avion Wealth | 139 | $3.00K | 0.00% | −19−12.0% | Reduced |
| FNY Investment Advisers, LLC | 160 | $3.00K | 0.00% | +160 | New |
| Rossby Financial, LCC | 143 | $3.44K | 0.00% | +143 | New |
| Delos Wealth Advisors, LLC | 145 | $3.49K | 0.00% | +145 | New |
| Gold Investment Management Ltd. | 146 | $3.52K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 152 | $3.66K | 0.00% | +152 | New |
| Larson Financial Group LLC | 156 | $3.76K | 0.00% | +33+26.8% | Added |
| First Command Advisory Services, Inc. | 163 | $3.93K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 167 | $4.02K | 0.00% | −1,023−86.0% | Reduced |
| Colonial Trust Co | 169 | $4.07K | 0.00% | +9+5.6% | Added |
| Bell Investment Advisors, Inc | 169 | $4.07K | 0.00% | +77+83.7% | Added |
| Whittier Trust Co | 170 | $4.28K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 189 | $4.55K | 0.00% | −391−67.4% | Reduced |
| Fortitude Family Office, LLC | 194 | $4.67K | 0.00% | −41−17.4% | Reduced |
| EFG International AG | 200 | $4.82K | 0.00% | +200 | New |
| Optima Capital LLC | 207 | $4.98K | 0.00% | +207 | New |
| Bollard Group LLC | 208 | $5.00K | 0.00% | −1,027−83.2% | Reduced |
| Ogorek Anthony Joseph | 236 | $5.00K | 0.00% | −112−32.2% | Reduced |
| Centerpoint Advisors, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 196 | $5.00K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 209 | $5.03K | 0.00% | +2+1.0% | Added |
| Massmutual Trust Co FSB | 210 | $5.06K | 0.00% | −295−58.4% | Reduced |
| Johnson Financial Group, Inc. | 210 | $5.06K | 0.00% | −1,978−90.4% | Reduced |
| Versant Capital Management, Inc | 221 | $5.32K | 0.00% | −217−49.5% | Reduced |
| Bear Mountain Capital, Inc. | 200 | $5.52K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 232 | $5.59K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 237 | $5.71K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 247 | $5.95K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 250 | $6.02K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 250 | $6.02K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 258 | $6.22K | 0.00% | +258 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 261 | $6.29K | 0.00% | +261 | New |
| Hara Capital LLC | 270 | $6.50K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 271 | $6.53K | 0.00% | +271 | New |