| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | −1−100.0% | Reduced |
| Kozak & Associates, Inc. | 1 | $18 | 0.00% | −201−99.5% | Reduced |
| First Personal Financial Services | 3 | $80 | 0.00% | +3 | New |
| West Branch Capital LLC | 3 | $80 | 0.00% | +3 | New |
| Chesapeake Asset Management LLC | 10 | $266 | 0.00% | +10 | New |
| Moisand Fitzgerald Tamayo, LLC | 10 | $267 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 15 | $433 | 0.00% | −292−95.1% | Reduced |
| Olistico Wealth, LLC | 20 | $533 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 28 | $746 | 0.00% | +18+180.0% | Added |
| Financial Perspectives, Inc | 29 | $772 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 29 | $773 | 0.00% | +29 | New |
| Valued Wealth Advisors LLC | 29 | $774 | 0.00% | −78−72.9% | Reduced |
| Global Wealth Strategies & Associates | 32 | $852 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 35 | $933 | 0.00% | +35 | New |
| HBC Financial Services, PLLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 69 | $1.00K | 0.00% | +69 | New |
| 1620 Investment Advisors, Inc. | 38 | $1.01K | 0.00% | +38 | New |
| Key Financial Inc | 40 | $1.06K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 44 | $1.17K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 46 | $1.22K | 0.00% | +46 | New |
| True Wealth Design, LLC | 46 | $1.23K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 47 | $1.25K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $1.33K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 53 | $1.41K | 0.00% | +53 | New |
| Frazier Financial Advisors, LLC | 67 | $1.78K | 0.00% | −139−67.5% | Reduced |
| Park Place Capital Corp | 69 | $1.84K | 0.00% | +69 | New |
| Eagle Bay Advisors LLC | 73 | $1.94K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 73 | $1.95K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 75 | $2.00K | 0.00% | −509−87.2% | Reduced |
| Hantz Financial Services, Inc. | 93 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 77 | $2.05K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 83 | $2.21K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 84 | $2.24K | 0.00% | −40−32.3% | Reduced |
| Carolinas Wealth Consulting LLC | 87 | $2.32K | 0.00% | +5+6.1% | Added |
| Bell Investment Advisors, Inc | 88 | $2.34K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 90 | $2.40K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 98 | $2.60K | 0.00% | +66+206.3% | Added |
| St. Johns Investment Management Company, LLC | 98 | $2.61K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 98 | $2.61K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 100 | $2.66K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 100 | $2.66K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 100 | $2.66K | 0.00% | +100 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 104 | $2.78K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 101 | $2.89K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 112 | $2.90K | 0.00% | +45+67.2% | Added |
| Baldwin Brothers Inc | 110 | $2.93K | 0.00% | +110 | New |
| Pacific Center for Financial Services | 112 | $2.98K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 127 | $3.00K | 0.00% | +1+0.8% | Added |
| New England Capital Financial Advisors LLC | 118 | $3.14K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 144 | $3.83K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 147 | $3.91K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 149 | $3.97K | 0.01% | +149 | New |
| Kayne Anderson Rudnick Investment Management LLC | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 172 | $4.00K | 0.00% | −4−2.3% | Reduced |
| Hemington Wealth Management | 159 | $4.00K | 0.00% | +159 | New |
| Jackson, Grant Investment Advisers, Inc. | 158 | $4.21K | 0.00% | 00.0% | Unchanged |
| Ossiam | 161 | $4.29K | 0.00% | +112+228.6% | Added |
| Glen Eagle Advisors, LLC | 165 | $4.39K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 166 | $4.41K | 0.00% | +166 | New |
| MCF Advisors LLC | 167 | $4.45K | 0.00% | −11−6.2% | Reduced |
| POM Investment Strategies, LLC | 173 | $4.61K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $5.31K | 0.00% | +1+0.5% | Added |
| GPS Wealth Strategies Group, LLC | 200 | $5.33K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $5.33K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $5.33K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 212 | $5.65K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 214 | $5.70K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 217 | $5.78K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 220 | $5.86K | 0.00% | +220 | New |
| South Dakota Investment Council | 241 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 214 | $6.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 230 | $6.13K | 0.00% | +30+15.0% | Added |
| Cassady Schiller Wealth Management, LLC | 250 | $6.66K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 250 | $6.66K | 0.00% | +250 | New |
| South State Corp. | 261 | $6.95K | 0.00% | −35−11.8% | Reduced |
| Archer Investment Corp | 270 | $7.19K | 0.00% | −10−3.6% | Reduced |
| City State Bank | 271 | $7.22K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 271 | $7.22K | 0.00% | +1+0.4% | Added |
| Assetmark, Inc | 288 | $7.67K | 0.00% | +30+11.6% | Added |
| Tradewinds Capital Management, LLC | 300 | $7.99K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 300 | $7.99K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 301 | $8.02K | 0.00% | +301 | New |
| SJS Investment Consulting Inc. | 303 | $8.07K | 0.00% | −87−22.3% | Reduced |
| Bruce G. Allen Investments, LLC | 317 | $8.44K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 337 | $8.97K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 332 | $9.00K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 356 | $9.48K | 0.00% | +22+6.6% | Added |
| GW&K Investment Management, LLC | 378 | $10.0K | 0.00% | +23+6.5% | Added |
| Prestige Wealth Management Group LLC | 380 | $10.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 392 | $10.4K | 0.00% | +242+161.3% | Added |
| Gables Capital Management Inc. | 400 | $10.7K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 400 | $10.7K | 0.01% | +290+263.6% | Added |
| Arlington Trust Co LLC | 402 | $10.7K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 414 | $11.0K | 0.00% | +414 | New |
| Fortitude Family Office, LLC | 423 | $11.3K | 0.00% | +71+20.2% | Added |
| Private Wealth Management Group, LLC | 425 | $11.3K | 0.00% | +224+111.4% | Added |
| Hartford Financial Management Inc. | 431 | $11.5K | 0.00% | +2+0.5% | Added |
| Abound Wealth Management | 447 | $11.9K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 460 | $12.2K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 483 | $12.9K | 0.01% | 00.0% | Unchanged |