| GPS Wealth Strategies Group, LLC | 2 | $167 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $248 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $250 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $334 | 0.00% | +4 | New |
| IMA Wealth, Inc. | 5 | $417 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $418 | 0.00% | +5 | New |
| Strengthening Families & Communities, LLC | 5 | $423 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 6 | $501 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 6 | $504 | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 288 | $507 | 0.00% | −11,355−97.5% | Reduced |
| Stone House Investment Management, LLC | 7 | $584 | 0.00% | +7 | New |
| Dogwood Wealth Management LLC | 7 | $584 | 0.00% | +7 | New |
| Chelsea Counsel Co | 8 | $668 | 0.00% | +8 | New |
| Cape Investment Advisory, Inc. | 9 | $751 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 10 | $835 | 0.00% | −1−9.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 10 | $835 | 0.00% | +10 | New |
| Turning Point Benefit Group, Inc. | 11 | $908 | 0.00% | +11 | New |
| Tortoise Investment Management, LLC | 11 | $918 | 0.00% | +3+37.5% | Added |
| Wealth Watch Advisors, INC | 13 | $1.08K | 0.00% | +13 | New |
| WPG Advisers, LLC | 14 | $1.17K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 14 | $1.17K | 0.00% | +14 | New |
| Essential Partners LLC | 15 | $1.25K | 0.00% | +4+36.4% | Added |
| SJS Investment Consulting Inc. | 16 | $1.34K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 17 | $1.42K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $1.50K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $1.59K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 20 | $1.67K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 21 | $1.75K | 0.00% | −267−92.7% | Reduced |
| Principia Wealth Advisory, LLC | 22 | $1.84K | 0.00% | +2+10.0% | Added |
| Core Alternative Capital | 23 | $1.92K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 23 | $1.92K | 0.00% | +23 | New |
| Tobam | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 25 | $2.01K | 0.00% | +25 | New |
| Clarity Asset Management, Inc. | 24 | $2.02K | 0.00% | +24 | New |
| Hughes Financial Services, LLC | 25 | $2.08K | 0.00% | −6−19.4% | Reduced |
| Valued Wealth Advisors LLC | 26 | $2.18K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 27 | $2.25K | 0.00% | +9+50.0% | Added |
| Medallion Wealth Advisors, LLC | 33 | $2.75K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 34 | $2.84K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 41 | $3.00K | 0.00% | +41 | New |
| Measured Wealth Private Client Group, LLC | 36 | $3.00K | 0.00% | +36 | New |
| DiNuzzo Private Wealth, Inc. | 37 | $3.05K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 37 | $3.09K | 0.00% | +37 | New |
| ZRC Wealth Management, LLC | 37 | $3.09K | 0.00% | +37 | New |
| Dunhill Financial, LLC | 41 | $3.42K | 0.00% | +1+2.5% | Added |
| Red Tortoise LLC | 43 | $3.59K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 45 | $3.76K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 50 | $4.17K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 52 | $4.38K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 54 | $4.51K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 54 | $4.51K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 55 | $4.59K | 0.00% | +55 | New |
| Logan Capital Management Inc | 57 | $4.73K | 0.00% | +1+1.8% | Added |
| Activest Wealth Management | 58 | $4.84K | 0.00% | +7+13.7% | Added |
| True Wealth Design, LLC | 58 | $4.84K | 0.00% | +16+38.1% | Added |
| Delta Asset Management LLC | 60 | $5.01K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 67 | $5.59K | 0.00% | +9+15.5% | Added |
| Holos Integrated Wealth LLC | 70 | $5.65K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 68 | $5.67K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 70 | $5.84K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 79 | $6.59K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 79 | $6.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 90 | $7.51K | 0.00% | −18−16.7% | Reduced |
| TruNorth Capital Management, LLC | 92 | $7.68K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 92 | $7.68K | 0.00% | +92 | New |
| Sachetta, LLC | 96 | $8.01K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 99 | $8.28K | 0.01% | +21+26.9% | Added |
| Operose Advisors LLC | 100 | $8.35K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 107 | $8.93K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 111 | $9.26K | 0.00% | +108+3,600.0% | Added |
| Heritage Wealth Advisors | 118 | $9.86K | 0.00% | +1+0.9% | Added |
| Horizon Bancorp Inc | 120 | $10.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 122 | $10.2K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 131 | $10.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 134 | $11.2K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 136 | $11.4K | 0.00% | +86+172.0% | Added |
| Bank & Trust Co | 141 | $11.8K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 143 | $11.9K | 0.00% | +119+495.8% | Added |
| Grey Fox Wealth Advisors, LLC | 150 | $12.5K | 0.00% | +150 | New |
| Moisand Fitzgerald Tamayo, LLC | 168 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 176 | $14.7K | 0.00% | −2−1.1% | Reduced |
| Fortitude Family Office, LLC | 182 | $15.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 183 | $15.3K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 184 | $15.3K | 0.01% | +1+0.5% | Added |
| DHJJ Financial Advisors, Ltd. | 195 | $16.3K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 197 | $16.4K | 0.00% | +2+1.0% | Added |
| Asset Planning,Inc | 200 | $16.7K | 0.01% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 200 | $16.7K | 0.02% | +200 | New |
| Rakuten Securities, Inc. | 201 | $16.8K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 201 | $16.8K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 212 | $17.0K | 0.00% | −21−9.0% | Reduced |
| Financial Perspectives, Inc | 209 | $17.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 217 | $17.8K | 0.00% | +217 | New |
| Meeder Asset Management Inc | 214 | $17.9K | 0.00% | +214 | New |
| Pinnacle Bancorp, Inc. | 221 | $18.4K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 223 | $18.6K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 223 | $18.6K | 0.00% | −414−65.0% | Reduced |