| Coston, McIsaac & Partners | 9 | $0 | 0.00% | +9 | New |
| Raleigh Capital Management Inc. | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1 | $110 | 0.00% | +1 | New |
| SHP Wealth Management | 2 | $238 | 0.00% | +2 | New |
| Redwood Park Advisors LLC | 3 | $329 | 0.00% | +3 | New |
| Optima Capital LLC | 3 | $333 | 0.00% | +3 | New |
| Quest 10 Wealth Builders, Inc. | 4 | $393 | 0.00% | −79−95.2% | Reduced |
| Ameriflex Group, Inc. | 4 | $438 | 0.00% | −4−50.0% | Reduced |
| Davis Capital Management | 4 | $438 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $439 | 0.00% | +1+33.3% | Added |
| Accordant Advisory Group Inc | 4 | $439 | 0.00% | +4 | New |
| SOA Wealth Advisors, LLC. | 4 | $461 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5 | $548 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 5 | $548 | 0.00% | +5 | New |
| Wealth Enhancement Trust Services, Inc. | 6 | $657 | 0.00% | +6 | New |
| Cherry Tree Wealth Management, LLC | 6 | $658 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $658 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 6 | $658 | 0.00% | +6 | New |
| Rakuten Securities, Inc. | 7 | $767 | 0.00% | −14−66.7% | Reduced |
| Seneschal Advisors, LLC | 7 | $767 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $767 | 0.00% | +1+16.7% | Added |
| Brown, Lisle/Cummings, Inc. | 8 | $876 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 8 | $876 | 0.00% | +8 | New |
| Manning & Napier Advisors LLC | 8 | $888 | 0.00% | −6,005−99.9% | Reduced |
| HM Payson & Co | 9 | $986 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 9 | $986 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 9 | $986 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 10 | $1.09K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 10 | $1.09K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 10 | $1.09K | 0.00% | +10 | New |
| Financial Consulate, Inc | 10 | $1.10K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 12 | $1.31K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $1.33K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 13 | $1.42K | 0.00% | +8+160.0% | Added |
| Triumph Capital Management | 13 | $1.42K | 0.00% | +13 | New |
| Networth Advisors, LLC | 13 | $1.42K | 0.00% | +13 | New |
| TD Capital Management LLC | 14 | $1.49K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 15 | $1.59K | 0.00% | +15 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $1.64K | 0.00% | +15 | New |
| Anchor Investment Management, LLC | 15 | $1.64K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 15 | $1.64K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 16 | $1.75K | 0.00% | +5+45.5% | Added |
| 1015 Capital Partners, LLC | 16 | $1.75K | 0.00% | +16 | New |
| HFM Investment Advisors, LLC | 16 | $1.75K | 0.00% | −1−5.9% | Reduced |
| Nemes Rush Group LLC | 17 | $1.86K | 0.00% | +17 | New |
| Cary Street Partners Financial LLC | 18 | $1.97K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 18 | $1.97K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $2.08K | 0.00% | −3−13.6% | Reduced |
| Pittenger & Anderson Inc | 19 | $2.08K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 19 | $2.08K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 19 | $2.08K | 0.00% | +17+850.0% | Added |
| North Star Investment Management Corp. | 20 | $2.19K | 0.00% | +20 | New |
| Rialto Wealth Management, LLC | 20 | $2.19K | 0.00% | −8−28.6% | Reduced |
| SWAN Capital LLC | 21 | $2.30K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 22 | $2.39K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 24 | $2.63K | 0.00% | +24 | New |
| Proathlete Wealth Management LLC | 24 | $2.63K | 0.00% | +24 | New |
| Marquette Asset Management, LLC | 25 | $2.74K | 0.00% | −23−47.9% | Reduced |
| Crewe Advisors LLC | 25 | $2.74K | 0.00% | +13+108.3% | Added |
| Clark Wealth Partners | 26 | $2.85K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 26 | $2.85K | 0.00% | +4+18.2% | Added |
| Bank of Jackson Hole Trust | 26 | $2.85K | 0.00% | +26 | New |
| Eq Wealth Advisors, LLC | 28 | $3.07K | 0.00% | +28 | New |
| 1620 Investment Advisors, Inc. | 29 | $3.18K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 29 | $3.19K | 0.00% | +28+2,800.0% | Added |
| Red Tortoise LLC | 31 | $3.40K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 28 | $3.44K | 0.00% | +28 | New |
| Addison Advisors LLC | 32 | $3.50K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 32 | $3.52K | 0.00% | +4+14.3% | Added |
| Clayton Financial Group LLC | 33 | $3.61K | 0.00% | +33 | New |
| Oakworth Capital, Inc. | 34 | $3.72K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 36 | $3.94K | 0.00% | +18+100.0% | Added |
| Retirement Wealth Solutions LLC | 36 | $3.94K | 0.00% | +5+16.1% | Added |
| Greenline Wealth Management LLC | 37 | $4.03K | 0.00% | +37 | New |
| Redmont Wealth Advisors LLC | 37 | $4.05K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 39 | $4.27K | 0.00% | −2−4.9% | Reduced |
| Stone House Investment Management, LLC | 39 | $4.27K | 0.00% | +34+680.0% | Added |
| Kilter Group LLC | 41 | $4.49K | 0.00% | +14+51.9% | Added |
| Truvestments Capital LLC | 41 | $4.51K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 42 | $4.60K | 0.00% | +42 | New |
| Halbert Hargrove Global Advisors, LLC | 43 | $4.71K | 0.00% | −11−20.4% | Reduced |
| DAGCO, Inc. | 43 | $4.71K | 0.00% | +43 | New |
| Harbor Investment Advisory, LLC | 44 | $4.82K | 0.00% | −14−24.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 45 | $4.93K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 45 | $4.93K | 0.00% | −31−40.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 49 | $5.43K | 0.00% | +18+58.1% | Added |
| CNB Bank | 50 | $5.48K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 45 | $5.50K | 0.00% | +45 | New |
| Union Savings Bank | 52 | $5.69K | 0.00% | +52 | New |
| Aviso Financial Inc. | 57 | $6.24K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 57 | $6.24K | 0.00% | +18+46.2% | Added |
| DiNuzzo Private Wealth, Inc. | 63 | $6.90K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 63 | $6.96K | 0.00% | −1−1.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 63 | $6.99K | 0.00% | −24−27.6% | Reduced |
| Avion Wealth | 73 | $7.00K | 0.00% | −10−12.0% | Reduced |
| Cape Investment Advisory, Inc. | 64 | $7.01K | 0.00% | +25+64.1% | Added |
| Cornerstone Planning Group LLC | 59 | $7.26K | 0.00% | +37+168.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 68 | $7.52K | 0.00% | +25+58.1% | Added |
| Silicon Valley Capital Partners | 70 | $7.69K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 72 | $7.88K | 0.00% | +72 | New |