| First Command Advisory Services, Inc. | 47 | $0 | 0.00% | +47 | New |
| VitalStone Financial, LLC | 1 | $0 | 0.00% | +1 | New |
| GoalVest Advisory LLC | 2 | $94 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $97 | 0.00% | +3 | New |
| Column Capital Advisors, LLC | 7 | $330 | 0.00% | +7 | New |
| Cary Street Partner Investment Advisory LLC | 9 | $425 | 0.00% | −975−99.1% | Reduced |
| Sound Income Strategies, LLC | 9 | $425 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 11 | $519 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $519 | 0.00% | +11 | New |
| Ten Capital Wealth Advisors, LLC | 12 | $566 | 0.00% | +12 | New |
| Perkins Coie Trust Co | 16 | $755 | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 20 | $944 | 0.00% | +20 | New |
| BerganKDV Wealth Management, LLC | 21 | $973 | 0.00% | −32−60.4% | Reduced |
| Truvestments Capital LLC | 21 | $980 | 0.00% | +21 | New |
| Thompson Siegel & Walmsley LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 21 | $1.00K | 0.00% | +21 | New |
| Affiance Financial, LLC | 27 | $1.27K | 0.00% | +27 | New |
| Plante Moran Financial Advisors, LLC | 32 | $1.51K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 32 | $1.53K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 33 | $1.56K | 0.00% | +33 | New |
| Kelly Financial Services LLC | 38 | $1.78K | 0.00% | +1+2.7% | Added |
| Armstrong Advisory Group, Inc | 39 | $1.84K | 0.00% | +39 | New |
| Quarry LP | 40 | $1.89K | 0.00% | +40 | New |
| Sierra Capital LLC | 40 | $2.00K | 0.00% | −31−43.7% | Reduced |
| KB Financial Partners, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 50 | $2.36K | 0.00% | −3,786−98.7% | Reduced |
| Archer Investment Corp | 50 | $2.36K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 51 | $2.41K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 52 | $2.45K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 54 | $2.55K | 0.00% | +5+10.2% | Added |
| Disciplined Investments, LLC | 54 | $2.55K | 0.00% | +47+671.4% | Added |
| TFC Financial Management | 56 | $2.63K | 0.00% | +1+1.8% | Added |
| Tucker Asset Management LLC | 58 | $2.75K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 59 | $2.79K | 0.00% | +59 | New |
| Global Wealth Strategies & Associates | 59 | $2.79K | 0.00% | +59 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 61 | $2.91K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 62 | $2.93K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 55 | $3.00K | 0.00% | −50−47.6% | Reduced |
| Retirement Group, LLC | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 61 | $3.00K | 0.00% | +61 | New |
| Whittier Trust Co of Nevada Inc | 65 | $3.07K | 0.00% | −18−21.7% | Reduced |
| Anchor Investment Management, LLC | 66 | $3.12K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 72 | $3.40K | 0.00% | +72 | New |
| NewSquare Capital LLC | 73 | $3.45K | 0.00% | +73 | New |
| Abound Wealth Management | 75 | $3.54K | 0.00% | +20+36.4% | Added |
| Freedom Wealth Alliance, LLC | 75 | $3.54K | 0.00% | +75 | New |
| Moisand Fitzgerald Tamayo, LLC | 78 | $3.68K | 0.00% | +78 | New |
| IAG Wealth Partners, LLC | 84 | $3.96K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 304 | $4.00K | 0.00% | +172+130.3% | Added |
| Evermay Wealth Management LLC | 98 | $4.63K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 100 | $4.72K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 100 | $4.72K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 100 | $4.72K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 100 | $4.72K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 100 | $4.72K | 0.00% | +100 | New |
| Cassady Schiller Wealth Management, LLC | 100 | $4.72K | 0.00% | +100 | New |
| City State Bank | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 106 | $5.00K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 112 | $5.27K | 0.00% | −3−2.6% | Reduced |
| SRS Capital Advisors, Inc. | 119 | $5.63K | 0.00% | +119 | New |
| Financial Freedom, LLC | 126 | $5.95K | 0.00% | +126 | New |
| Carolina Wealth Advisors, LLC | 132 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 134 | $6.00K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 128 | $6.06K | 0.00% | +1+0.8% | Added |
| GHP Investment Advisors, Inc. | 129 | $6.09K | 0.00% | +129 | New |
| My Personal CFO, LLC | 131 | $6.18K | 0.01% | +131 | New |
| Trustcore Financial Services, LLC | 153 | $7.22K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 158 | $7.46K | 0.01% | +72+83.7% | Added |
| Dividend Assets Capital, LLC | 175 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 176 | $8.31K | 0.00% | −396−69.2% | Reduced |
| Lansing Street Advisors | 177 | $8.37K | 0.01% | +2+1.1% | Added |
| M&R Capital Management Inc | 187 | $8.83K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 200 | $9.00K | 0.00% | −200−50.0% | Reduced |
| Bartlett & Co. LLC | 200 | $9.00K | 0.00% | −20−9.1% | Reduced |
| Independence Bank of Kentucky | 200 | $9.00K | 0.00% | +200 | New |
| Boulder Wealth Advisors, LLC | 200 | $9.00K | 0.01% | +200 | New |
| Bell Investment Advisors, Inc | 193 | $9.11K | 0.00% | −22−10.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 200 | $9.44K | 0.00% | −20−9.1% | Reduced |
| Salem Investment Counselors Inc | 200 | $9.44K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $9.44K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 205 | $9.68K | 0.00% | −750−78.5% | Reduced |
| EWG Elevate Inc. | 206 | $9.72K | 0.00% | +206 | New |
| Legend Financial Advisors, Inc. | 213 | $10.1K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 220 | $10.4K | 0.00% | +56+34.1% | Added |
| CVA Family Office, LLC | 225 | $10.6K | 0.00% | −725−76.3% | Reduced |
| Legacy Bridge, LLC | 225 | $10.6K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 230 | $10.9K | 0.01% | −25−9.8% | Reduced |
| Gradient Investments LLC | 231 | $10.9K | 0.00% | +17+7.9% | Added |
| Financial Management Professionals, Inc. | 237 | $11.0K | 0.00% | +3+1.3% | Added |
| Coston, McIsaac & Partners | 250 | $11.0K | 0.00% | +250 | New |
| Red Tortoise LLC | 235 | $11.1K | 0.01% | +235 | New |
| Baker Avenue Asset Management, LP | 239 | $11.3K | 0.00% | +239 | New |
| Raffa Wealth Management, LLC | 252 | $11.9K | 0.00% | +1+0.4% | Added |
| Carmichael Hill & Associates, Inc. | 270 | $12.7K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 289 | $13.6K | 0.00% | +3+1.0% | Added |
| Eagle Bay Advisors LLC | 293 | $13.8K | 0.01% | −3,618−92.5% | Reduced |
| TSFG, LLC | 289 | $14.0K | 0.01% | 00.0% | Unchanged |