| Kingdom Financial Group LLC. | 0 | $29 | 0.00% | 0 | Unchanged |
| Lloyd Advisory Services, LLC. | 0 | $29 | 0.00% | 0 | New |
| Activest Wealth Management | 4 | $373 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $467 | 0.00% | −26−83.9% | Reduced |
| Godfrey Financial Associates, Inc. | 6 | $560 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 6 | $560 | 0.00% | +3+100.0% | Added |
| Investors Portfolio Services LLC | 5 | $560 | 0.00% | +5 | New |
| Southern Michigan Bank & Trust | 7 | $653 | 0.00% | +7 | New |
| Mosley Wealth Management | 11 | $726 | 0.00% | +11 | New |
| MPWM Advisory Solutions, LLC | 8 | $746 | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 9 | $840 | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 10 | $959 | 0.00% | +10 | New |
| Navigoe, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 11 | $1.03K | 0.00% | +11 | New |
| Gold Investment Management Ltd. | 12 | $1.12K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 13 | $1.18K | 0.00% | +13 | New |
| Nvest Wealth Strategies, Inc. | 14 | $1.31K | 0.00% | −333−96.0% | Reduced |
| Vanguard National Trust Co | 15 | $1.40K | 0.00% | +15 | New |
| Frazier Financial Advisors, LLC | 15 | $1.40K | 0.00% | +15 | New |
| Financial Network Wealth Advisors LLC | 16 | $1.49K | 0.00% | +16 | New |
| Financial Management Professionals, Inc. | 16 | $1.53K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 17 | $1.59K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 17 | $1.59K | 0.00% | +17 | New |
| Silicon Valley Capital Partners | 18 | $1.68K | 0.00% | +18 | New |
| Burk Holdings LLC | 21 | $1.96K | 0.00% | +21 | New |
| DHJJ Financial Advisors, Ltd. | 21 | $1.96K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 20 | $2.00K | 0.00% | +12+150.0% | Added |
| Raffa Wealth Management, LLC | 22 | $2.05K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 22 | $2.05K | 0.00% | +22 | New |
| Quaker Wealth Management, LLC | 22 | $2.05K | 0.00% | −31−58.5% | Reduced |
| SWAN Capital LLC | 24 | $2.24K | 0.00% | −76−76.0% | Reduced |
| Sawyer & Company, Inc | 25 | $2.33K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 25 | $2.33K | 0.00% | +6+31.6% | Added |
| Rachor Investment Advisory Services, LLC | 28 | $2.61K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 30 | $2.80K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 30 | $2.80K | 0.00% | +30 | New |
| Hollencrest Capital Management | 31 | $2.85K | 0.00% | +2+6.9% | Added |
| Arlington Trust Co LLC | 31 | $2.89K | 0.00% | +31 | New |
| Strive Financial Group ,LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 33 | $3.08K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 33 | $3.08K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 36 | $3.36K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 40 | $3.73K | 0.00% | +40 | New |
| Caldwell Sutter Capital, Inc. | 40 | $3.73K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 40 | $3.73K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 40 | $3.73K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 40 | $3.73K | 0.00% | +40 | New |
| First Command Advisory Services, Inc. | 43 | $4.01K | 0.00% | +14+48.3% | Added |
| North Star Investment Management Corp. | 46 | $4.29K | 0.00% | −300−86.7% | Reduced |
| Trust Co | 46 | $4.29K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 51 | $4.76K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 53 | $4.95K | 0.00% | +42+381.8% | Added |
| Paladin Partners, LLC | 60 | $5.60K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 57 | $5.65K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 61 | $5.84K | 0.00% | −3−4.7% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 64 | $5.97K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 64 | $5.97K | 0.00% | +17+36.2% | Added |
| Truvestments Capital LLC | 65 | $6.06K | 0.00% | +65 | New |
| Bare Financial Services, Inc | 67 | $6.25K | 0.00% | +24+55.8% | Added |
| Archer Investment Corp | 68 | $6.34K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 72 | $6.72K | 0.00% | +72 | New |
| UMA Financial Services, Inc. | 73 | $6.81K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 71 | $7.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 77 | $7.18K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 78 | $7.28K | 0.00% | −107−57.8% | Reduced |
| WPG Advisers, LLC | 79 | $7.37K | 0.01% | +7+9.7% | Added |
| Principia Wealth Advisory, LLC | 84 | $7.84K | 0.00% | +16+23.5% | Added |
| Creative Financial Designs Inc | 87 | $8.12K | 0.00% | +75+625.0% | Added |
| Ares Financial Consulting, LLC | 89 | $8.44K | 0.01% | +69+345.0% | Added |
| Zions Bancorporation, National Association | 91 | $8.49K | 0.00% | −7−7.1% | Reduced |
| RMG Wealth Management LLC | 79 | $8.52K | 0.00% | +79 | New |
| MidFirst Bank | 95 | $8.86K | 0.00% | −1,239−92.9% | Reduced |
| Signature Resources Capital Management, LLC | 95 | $8.86K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 95 | $8.86K | 0.00% | +51+115.9% | Added |
| Coston, McIsaac & Partners | 103 | $9.00K | 0.00% | −24−18.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 110 | $10.3K | 0.00% | +35+46.7% | Added |
| Contravisory Investment Management, Inc. | 110 | $10.3K | 0.00% | +110 | New |
| Colonial Trust Advisors | 114 | $10.6K | 0.00% | 00.0% | Unchanged |
| Ninety One UK Ltd | 114 | $10.6K | 0.00% | +114 | New |
| IAG Wealth Partners, LLC | 118 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 120 | $11.2K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 127 | $11.8K | 0.00% | +127 | New |
| Manning & Napier Advisors LLC | 135 | $12.0K | 0.00% | −4−2.9% | Reduced |
| Aspect Partners, LLC | 132 | $12.3K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 133 | $12.4K | 0.01% | +20+17.7% | Added |
| Evelyn Partners Investment Management Services Ltd | 135 | $12.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 139 | $13.0K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 140 | $13.1K | 0.01% | +68+94.4% | Added |
| Westfuller Advisors, LLC | 137 | $13.1K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 145 | $13.5K | 0.00% | +145 | New |
| Washington Trust Advisors, Inc. | 154 | $14.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 164 | $15.3K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 160 | $15.3K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 169 | $15.8K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 168 | $16.1K | 0.01% | −70−29.4% | Reduced |
| Essential Partners LLC | 185 | $17.3K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 190 | $17.7K | 0.01% | +21+12.4% | Added |
| Avion Wealth | 200 | $18.0K | 0.00% | 00.0% | Unchanged |