| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| POM Investment Strategies, LLC | 0 | $38 | 0.00% | 0 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $124 | 0.00% | +1 | New |
| Farmers & Merchants Investments Inc | 1 | $174 | 0.00% | −200−99.5% | Reduced |
| Abound Wealth Management | 1 | $174 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $174 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1 | $174 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $174 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $198 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 2 | $347 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $347 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2 | $347 | 0.00% | +2 | New |
| Decker Retirement Planning Inc. | 2 | $347 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $347 | 0.01% | +2 | New |
| Planning Strategies Inc. | 2 | $347 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $426 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 3 | $521 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $521 | 0.00% | +2+200.0% | Added |
| Strategic Investment Solutions, Inc. | 4 | $694 | 0.00% | +4 | New |
| Lummis Asset Management, LP | 4 | $694 | 0.00% | +4 | New |
| Downshift Financial, LLC | 4 | $694 | 0.00% | +4 | New |
| BOK Financial Private Wealth, Inc. | 4 | $695 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $695 | 0.00% | +3+300.0% | Added |
| Aventura Private Wealth, LLC | 5 | $868 | 0.00% | −50−90.9% | Reduced |
| Raleigh Capital Management Inc. | 5 | $868 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 5 | $868 | 0.00% | +2+66.7% | Added |
| American Capital Advisory, LLC | 5 | $868 | 0.00% | +2+66.7% | Added |
| Creative Capital Management Investments LLC | 5 | $868 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $868 | 0.00% | +5 | New |
| Owl Creek Wealth Partners LLC | 5 | $868 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 6 | $1.04K | 0.00% | −24−80.0% | Reduced |
| Albion Financial Group | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 8 | $1.39K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $1.39K | 0.00% | −8−50.0% | Reduced |
| Security National Bank | 9 | $1.56K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 9 | $1.56K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $1.74K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 10 | $1.74K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $1.74K | 0.00% | +6+150.0% | Added |
| Financial Consulate, Inc | 10 | $1.74K | 0.00% | +9+900.0% | Added |
| Hughes Financial Services, LLC | 12 | $2.08K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 14 | $2.38K | 0.00% | +8+133.3% | Added |
| Copia Wealth Management | 14 | $2.43K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15 | $2.60K | 0.00% | −5−25.0% | Reduced |
| Evolution Wealth Management Inc. | 15 | $2.60K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $2.60K | 0.00% | +9+150.0% | Added |
| McDonald Partners LLC | 15 | $2.60K | 0.00% | +15 | New |
| Silver Grove Financial Group, Inc. | 15 | $2.60K | 0.00% | +15 | New |
| Bartlett & Co. Wealth Management LLC | 16 | $2.78K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 17 | $2.95K | 0.00% | +13+325.0% | Added |
| Continuum Advisory, LLC | 17 | $2.95K | 0.00% | +17 | New |
| Midwest Capital Advisors, LLC | 17 | $2.95K | 0.00% | +17 | New |
| Rialto Wealth Management, LLC | 17 | $2.95K | 0.00% | +17 | New |
| Rossby Financial, LCC | 19 | $3.30K | 0.00% | −9−32.1% | Reduced |
| Hollencrest Capital Management | 19 | $3.30K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 19 | $3.30K | 0.00% | +19 | New |
| Morse Asset Management, Inc | 20 | $3.47K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 20 | $3.47K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 21 | $3.65K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 21 | $3.65K | 0.00% | +3+16.7% | Added |
| SJS Investment Consulting Inc. | 22 | $3.82K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 23 | $3.99K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $3.99K | 0.00% | +19+475.0% | Added |
| Archer Investment Corp | 24 | $4.17K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 24 | $4.17K | 0.00% | +2+9.1% | Added |
| South State Corp. | 24 | $4.17K | 0.00% | +6+33.3% | Added |
| Financial Management Professionals, Inc. | 25 | $4.34K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 25 | $4.34K | 0.00% | +21+525.0% | Added |
| Altshuler Shaham Ltd | 26 | $4.51K | 0.00% | +15+136.4% | Added |
| Smartleaf Asset Management LLC | 26 | $4.53K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 28 | $4.86K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 28 | $4.86K | 0.00% | +16+133.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 30 | $5.21K | 0.00% | +30 | New |
| Sachetta, LLC | 30 | $5.21K | 0.00% | +26+650.0% | Added |
| Cromwell Holdings LLC | 31 | $5.38K | 0.00% | +31 | New |
| Triumph Capital Management | 35 | $6.08K | 0.00% | +28+400.0% | Added |
| Atwood & Palmer Inc | 35 | $6.08K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 37 | $6.42K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 41 | $7.00K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 41 | $7.12K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 46 | $7.99K | 0.00% | +30+187.5% | Added |
| Montag A & Associates Inc | 47 | $8.16K | 0.00% | −5−9.6% | Reduced |
| Bell Investment Advisors, Inc | 48 | $8.33K | 0.00% | +1+2.1% | Added |
| Main Street Group, LTD | 50 | $8.68K | 0.00% | +50 | New |
| Godsey & Gibb Associates | 53 | $9.20K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 54 | $9.38K | 0.00% | +13+31.7% | Added |
| Fortitude Family Office, LLC | 56 | $9.72K | 0.00% | +12+27.3% | Added |
| Tobam | 60 | $10.0K | 0.00% | −2,367−97.5% | Reduced |
| Truvestments Capital LLC | 58 | $10.1K | 0.00% | +56+2,800.0% | Added |
| Country Trust Bank | 59 | $10.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 61 | $10.6K | 0.01% | +22+56.4% | Added |
| Whittier Trust Co of Nevada Inc | 57 | $11.4K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 66 | $11.4K | 0.00% | +66 | New |
| Global X Japan Co., Ltd. | 74 | $12.8K | 0.00% | +5+7.2% | Added |
| Covestor Ltd | 74 | $13.0K | 0.01% | +2+2.8% | Added |
| Tradewinds Capital Management, LLC | 76 | $13.2K | 0.00% | +76 | New |