| Cornerstone Planning Group LLC | 2 | $169 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2 | $198 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 3 | $314 | 0.00% | +3 | Added |
| Horizon Financial Services, LLC | 4 | $397 | 0.00% | −21−84.0% | Reduced |
| WPG Advisers, LLC | 5 | $496 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 5 | $496 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $497 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 6 | $595 | 0.00% | −11−64.7% | Reduced |
| Bear Mountain Capital, Inc. | 7 | $627 | 0.00% | +7 | New |
| HighMark Wealth Management LLC | 7 | $695 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 7 | $695 | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 11 | $933 | 0.00% | −5−31.3% | Reduced |
| Osterweis Capital Management Inc | 10 | $992 | 0.00% | +10 | New |
| Bare Financial Services, Inc | 10 | $992 | 0.00% | +10 | New |
| American Capital Advisory, LLC | 10 | $993 | 0.00% | +10 | New |
| Aventura Private Wealth, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Curio Wealth, LLC | 1 | $1.00K | 0.00% | −92−98.9% | Reduced |
| Parkworth Wealth Management, Inc. | 11 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $1.09K | 0.00% | +11 | New |
| Whittier Trust Co of Nevada Inc | 12 | $1.19K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 12 | $1.19K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 12 | $1.24K | 0.00% | −11,539−99.9% | Reduced |
| Hurley Capital, LLC | 13 | $1.29K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 13 | $1.29K | 0.00% | +13 | New |
| Core Alternative Capital | 14 | $1.39K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 14 | $1.39K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $1.79K | 0.00% | −568−96.9% | Reduced |
| Private Wealth Asset Management, LLC | 18 | $1.79K | 0.00% | +18 | New |
| Glass Jacobson Investment Advisors llc | 19 | $1.91K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 20 | $1.99K | 0.00% | +20 | New |
| Aspect Partners, LLC | 23 | $2.28K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 24 | $2.38K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 25 | $2.48K | 0.00% | +15+150.0% | Added |
| Atlas Capital Advisors LLC | 29 | $2.88K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 29 | $2.88K | 0.00% | +29 | New |
| Clark Wealth Partners | 31 | $3.08K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 32 | $3.17K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 33 | $3.27K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 33 | $3.27K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 36 | $3.60K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 37 | $3.67K | 0.00% | −1−2.6% | Reduced |
| Dogwood Wealth Management LLC | 38 | $3.77K | 0.00% | +38 | New |
| Pandora Wealth, Inc. | 43 | $4.27K | 0.00% | +43 | New |
| Medallion Wealth Advisors, LLC | 47 | $4.68K | 0.00% | +47 | New |
| Highline Wealth Partners LLC | 53 | $5.26K | 0.00% | −1−1.9% | Reduced |
| Hager Investment Management Services, LLC | 55 | $5.46K | 0.00% | −54−49.5% | Reduced |
| Cetera Trust Company, N.A | 56 | $5.56K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 57 | $5.66K | 0.00% | +1+1.8% | Added |
| CBIZ Investment Advisory Services, LLC | 59 | $5.85K | 0.00% | +36+156.5% | Added |
| True Wealth Design, LLC | 60 | $5.94K | 0.00% | +22+57.9% | Added |
| Concord Wealth Partners | 60 | $5.95K | 0.00% | −739−92.5% | Reduced |
| Dakota Community Bank & Trust NA | 66 | $6.55K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 72 | $7.00K | 0.00% | +1+1.4% | Added |
| Synergy Investment Management, LLC | 73 | $7.28K | 0.00% | −1−1.4% | Reduced |
| Colonial Trust Co | 75 | $7.44K | 0.00% | −3−3.8% | Reduced |
| First Community Trust NA | 75 | $7.44K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 75 | $7.44K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 76 | $7.54K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 79 | $7.80K | 0.00% | +26+49.1% | Added |
| Delta Asset Management LLC | 83 | $8.23K | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 100 | $9.00K | 0.00% | +100 | New |
| Keener Financial Planning LLC | 95 | $9.00K | 0.01% | +95 | New |
| Redwood Park Advisors LLC | 94 | $9.33K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 98 | $9.72K | 0.00% | +21+27.3% | Added |
| DHJJ Financial Advisors, Ltd. | 99 | $9.82K | 0.00% | +1+1.0% | Added |
| West Oak Capital, LLC | 100 | $9.90K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $9.92K | 0.00% | −50−33.3% | Reduced |
| Miller Wealth Advisors, LLC | 100 | $9.92K | 0.01% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 100 | $9.92K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 102 | $10.1K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 102 | $10.1K | 0.01% | +1+1.0% | Added |
| Dunhill Financial, LLC | 106 | $10.5K | 0.00% | +17+19.1% | Added |
| Birchbrook, Inc. | 107 | $10.6K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 108 | $10.7K | 0.01% | +1+0.9% | Added |
| Atala Financial Inc | 108 | $10.7K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 110 | $10.9K | 0.05% | 00.0% | Unchanged |
| Activest Wealth Management | 110 | $10.9K | 0.00% | +109+10,900.0% | Added |
| IAG Wealth Partners, LLC | 112 | $11.1K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 113 | $11.2K | 0.01% | +113 | New |
| Park Square Financial Group, LLC | 115 | $11.4K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 121 | $12.0K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 134 | $13.3K | 0.03% | −18−11.8% | Reduced |
| BFSG, LLC | 135 | $13.4K | 0.00% | +1+0.7% | Added |
| First Command Advisory Services, Inc. | 147 | $14.6K | 0.00% | +4+2.8% | Added |
| 10Elms LLP | – | $15.1K | 0.02% | – | – |
| Insight Financial Services | 155 | $15.4K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 156 | $15.5K | 0.01% | +69+79.3% | Added |
| Stone House Investment Management, LLC | 156 | $15.5K | 0.00% | +156 | New |
| Valued Wealth Advisors LLC | 162 | $16.0K | 0.01% | +1+0.6% | Added |
| FSA Wealth Management LLC | 166 | $16.5K | 0.01% | −263−61.3% | Reduced |
| Byrne Asset Management LLC | 182 | $18.1K | 0.01% | −10−5.2% | Reduced |
| TruNorth Capital Management, LLC | 182 | $18.1K | 0.00% | +182 | New |
| Pacific Center for Financial Services | 183 | $18.2K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 194 | $19.2K | 0.00% | +1+0.5% | Added |
| Rocky Mountain Advisers, LLC | 197 | $19.5K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 200 | $19.8K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 210 | $20.8K | 0.00% | +210 | New |
| Bank of Jackson Hole Trust | 215 | $21.6K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 218 | $21.6K | 0.01% | −167−43.4% | Reduced |
| JNBA Financial Advisors | 219 | $21.7K | 0.00% | 00.0% | Unchanged |