| Wood Tarver Financial Group, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 185 | $68 | 0.00% | −98−34.6% | Reduced |
| TFC Financial Management | 1 | $127 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $254 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $254 | 0.00% | +2 | New |
| LGT Financial Advisors LLC | 2 | $254 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 2 | $255 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 3 | $380 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3 | $380 | 0.00% | +2+200.0% | Added |
| Colonial Trust Co | 4 | $507 | 0.00% | −28−87.5% | Reduced |
| WestEnd Advisors, LLC | 4 | $507 | 0.00% | −2−33.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 4 | $517 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $572 | 0.00% | +1+25.0% | Added |
| Sound Income Strategies, LLC | 5 | $634 | 0.00% | +5 | New |
| UMA Financial Services, Inc. | 5 | $634 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 6 | $754 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $761 | 0.00% | −4−40.0% | Reduced |
| Stephens Consulting, LLC | 6 | $761 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 6 | $761 | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 8 | $1.01K | 0.00% | +4+100.0% | Added |
| Tortoise Investment Management, LLC | 8 | $1.01K | 0.00% | +8 | New |
| Aventura Private Wealth, LLC | 8 | $1.01K | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 8 | $1.02K | 0.00% | +5+166.7% | Added |
| Logan Capital Management Inc | 9 | $1.14K | 0.00% | −85−90.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 9 | $1.14K | 0.00% | +9 | New |
| Trifecta Capital Advisors, LLC | 9 | $1.14K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $1.27K | 0.00% | −1−9.1% | Reduced |
| NVWM, LLC | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 10 | $1.27K | 0.00% | +10 | New |
| Park Place Capital Corp | 10 | $1.28K | 0.00% | +10 | New |
| First Command Advisory Services, Inc. | 11 | $1.40K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $1.40K | 0.00% | +8+266.7% | Added |
| Key Financial Inc | 12 | $1.52K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 13 | $1.65K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 13 | $1.66K | 0.00% | +13 | New |
| CoreCap Advisors, LLC | 14 | $1.77K | 0.00% | −12−46.2% | Reduced |
| SJS Investment Consulting Inc. | 14 | $1.78K | 0.00% | −10−41.7% | Reduced |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 22 | $2.00K | 0.00% | +4+22.2% | Added |
| Kilter Group LLC | 16 | $2.03K | 0.00% | +16 | New |
| Financial Management Professionals, Inc. | 16 | $2.04K | 0.00% | +13+433.3% | Added |
| Valued Wealth Advisors LLC | 16 | $2.04K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $2.15K | 0.00% | +10+142.9% | Added |
| Ameriflex Group, Inc. | 20 | $2.46K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $2.54K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 20 | $2.54K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $2.54K | 0.00% | +5+33.3% | Added |
| Sierra Ocean, LLC | 20 | $2.54K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 21 | $2.64K | 0.00% | +6+40.0% | Added |
| Dunhill Financial, LLC | 21 | $2.66K | 0.00% | +1+5.0% | Added |
| Rialto Wealth Management, LLC | 24 | $3.04K | 0.00% | +18+300.0% | Added |
| Maseco LLP | 24 | $3.04K | 0.00% | +24 | New |
| Cherry Tree Wealth Management, LLC | 26 | $3.30K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $3.55K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $3.68K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 30 | $3.80K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 33 | $4.18K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 33 | $4.21K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 34 | $4.31K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 35 | $4.44K | 0.00% | −225−86.5% | Reduced |
| Bare Financial Services, Inc | 36 | $4.56K | 0.00% | +36 | New |
| Brown, Lisle/Cummings, Inc. | 37 | $4.69K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 46 | $5.00K | 0.00% | −71−60.7% | Reduced |
| Spire Wealth Management | 40 | $5.07K | 0.00% | +6+17.6% | Added |
| Howard Hughes Medical Institute | 42 | $5.33K | 0.00% | +42 | New |
| Rossby Financial, LCC | 45 | $5.71K | 0.00% | +9+25.0% | Added |
| Mount Yale Investment Advisors, LLC | 46 | $5.83K | 0.00% | +46 | New |
| Fortitude Family Office, LLC | 47 | $5.96K | 0.00% | +47 | New |
| Cape Investment Advisory, Inc. | 48 | $6.09K | 0.00% | −1−2.0% | Reduced |
| Prestige Wealth Management Group LLC | 51 | $6.50K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 52 | $6.57K | 0.00% | −12,957−99.6% | Reduced |
| FSA Wealth Management LLC | 56 | $7.10K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 60 | $7.61K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 64 | $8.12K | 0.00% | −3−4.5% | Reduced |
| Creative Financial Designs Inc | 71 | $9.00K | 0.00% | −20−22.0% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 73 | $9.26K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 74 | $9.32K | 0.00% | +74 | New |
| DT Investment Partners, LLC | 75 | $9.51K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 76 | $9.64K | 0.00% | −5−6.2% | Reduced |
| Zions Bancorporation, National Association | 77 | $9.76K | 0.00% | −218−73.9% | Reduced |
| NewSquare Capital LLC | 79 | $10.0K | 0.00% | −43−35.2% | Reduced |
| Westside Investment Management, Inc. | 82 | $10.5K | 0.00% | +82 | New |
| Manchester Capital Management LLC | 84 | $10.7K | 0.00% | +3+3.7% | Added |
| Eisler Capital Management Ltd. | 87 | $11.0K | 0.00% | +87 | New |
| New Millennium Group LLC | 94 | $11.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 94 | $11.9K | 0.00% | +9+10.6% | Added |
| Boyd Watterson Asset Management LLC | 95 | $12.0K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 100 | $12.7K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $12.7K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 100 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 100 | $12.8K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 101 | $12.8K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 102 | $13.0K | 0.00% | +102 | New |
| South State Corp. | 106 | $13.4K | 0.00% | −51−32.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 111 | $14.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 111 | $14.1K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 114 | $14.5K | 0.00% | −3−2.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 116 | $14.8K | 0.01% | +19+19.6% | Added |