| Raleigh Capital Management Inc. | 0 | $3 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $101 | 0.00% | −3−75.0% | Reduced |
| Signature Resources Capital Management, LLC | 3 | $383 | 0.00% | +3 | New |
| Stephens Consulting, LLC | 3 | $383 | 0.00% | +3 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $510 | 0.00% | +2+100.0% | Added |
| DecisionPoint Financial, LLC | 4 | $520 | 0.00% | +4 | New |
| Gen-Wealth Partners Inc | 5 | $638 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $765 | 0.00% | −1−14.3% | Reduced |
| American Capital Advisory, LLC | 6 | $766 | 0.00% | +6 | New |
| TruNorth Capital Management, LLC | 7 | $893 | 0.00% | −68−90.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 7 | $894 | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 7 | $894 | 0.00% | +7 | New |
| Wood Tarver Financial Group, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 9 | $1.15K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 9 | $1.15K | 0.00% | +3+50.0% | Added |
| Arlington Trust Co LLC | 9 | $1.15K | 0.00% | +9 | New |
| Johnson Financial Group, Inc. | 10 | $1.28K | 0.00% | −291−96.7% | Reduced |
| Wolff Wiese Magana LLC | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $1.28K | 0.00% | +10 | New |
| Horizon Financial Services, LLC | 12 | $1.53K | 0.00% | +6+100.0% | Added |
| Quest 10 Wealth Builders, Inc. | 12 | $1.55K | 0.00% | −1−7.7% | Reduced |
| Gitterman Wealth Management, LLC | 13 | $1.78K | 0.00% | +13 | New |
| Trifecta Capital Advisors, LLC | 14 | $1.79K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 15 | $1.91K | 0.00% | −4−21.1% | Reduced |
| Anchor Investment Management, LLC | 15 | $1.91K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 15 | $1.91K | 0.00% | +10+200.0% | Added |
| Beaird Harris Wealth Management, LLC | 15 | $1.91K | 0.00% | +15 | New |
| Valley National Advisers Inc | 18 | $2.00K | 0.00% | +6+50.0% | Added |
| Truvestments Capital LLC | 16 | $2.04K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 16 | $2.04K | 0.00% | +11+220.0% | Added |
| TD Capital Management LLC | 16 | $2.07K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 17 | $2.17K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 17 | $2.17K | 0.00% | 00.0% | Unchanged |
| Conquis Financial LLC | 18 | $2.30K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $2.42K | 0.00% | +9+90.0% | Added |
| Highline Wealth Partners LLC | 19 | $2.42K | 0.00% | +15+375.0% | Added |
| Brown, Lisle/Cummings, Inc. | 20 | $2.55K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 20 | $2.55K | 0.00% | +20 | New |
| Creative Financial Designs Inc | 22 | $2.81K | 0.00% | −14−38.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 22 | $2.81K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 22 | $2.81K | 0.00% | +6+37.5% | Added |
| Hughes Financial Services, LLC | 20 | $2.93K | 0.00% | +1+5.3% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 23 | $2.98K | 0.00% | +23 | New |
| Penserra Capital Management LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 24 | $3.06K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 24 | $3.06K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $3.19K | 0.00% | −62−71.3% | Reduced |
| Redmont Wealth Advisors LLC | 25 | $3.19K | 0.00% | +25 | New |
| Centricity Wealth Management, LLC | 27 | $3.44K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 27 | $3.44K | 0.00% | +27 | New |
| Dunhill Financial, LLC | 28 | $3.63K | 0.00% | −50−64.1% | Reduced |
| Retirement Wealth Solutions LLC | 30 | $3.83K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 31 | $3.92K | 0.00% | +3+10.7% | Added |
| AdvisorNet Financial, Inc | 31 | $3.96K | 0.00% | +10+47.6% | Added |
| S&T Bank | 32 | $4.08K | 0.00% | +22+220.0% | Added |
| Delos Wealth Advisors, LLC | 34 | $4.34K | 0.00% | +34 | New |
| Raffa Wealth Management, LLC | 35 | $4.46K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 35 | $4.48K | 0.01% | −10−22.2% | Reduced |
| Clark Wealth Partners | 36 | $4.59K | 0.00% | +36 | New |
| FSA Wealth Management LLC | 37 | $4.72K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 37 | $4.72K | 0.00% | +33+825.0% | Added |
| Coston, McIsaac & Partners | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 41 | $5.23K | 0.00% | +41 | New |
| High Note Wealth, LLC | 43 | $5.49K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 44 | $5.61K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 44 | $5.61K | 0.00% | +7+18.9% | Added |
| Activest Wealth Management | 45 | $5.74K | 0.00% | −37−45.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 47 | $6.00K | 0.00% | +1+2.2% | Added |
| Glen Eagle Advisors, LLC | 50 | $6.38K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 52 | $6.58K | 0.00% | −5−8.8% | Reduced |
| Boreal Capital Management LLC | 52 | $6.63K | 0.01% | +52 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 53 | $6.76K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 56 | $7.14K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 57 | $7.29K | 0.00% | −24−29.6% | Reduced |
| Rocky Mountain Advisers, LLC | 58 | $7.40K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 57 | $7.50K | 0.00% | +53+1,325.0% | Added |
| Duncker Streett & Co Inc | 59 | $7.53K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 60 | $7.66K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 59 | $8.00K | 0.00% | +1+1.7% | Added |
| Avion Wealth | 69 | $8.00K | 0.00% | +20+40.8% | Added |
| Aventura Private Wealth, LLC | 64 | $8.16K | 0.00% | +4+6.7% | Added |
| Bank of Jackson Hole Trust | 65 | $8.29K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 66 | $8.46K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 67 | $8.55K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 67 | $8.55K | 0.00% | +44+191.3% | Added |
| Howard Hughes Medical Institute | 71 | $9.06K | 0.00% | +71 | New |
| Cornerstone Planning Group LLC | 67 | $9.50K | 0.00% | −46−40.7% | Reduced |
| Sachetta, LLC | 78 | $9.95K | 0.00% | +11+16.4% | Added |
| Hanson & Doremus Investment Management | 81 | $10.0K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 84 | $10.7K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 85 | $10.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 89 | $11.4K | 0.00% | +5+6.0% | Added |
| UMA Financial Services, Inc. | 90 | $11.5K | 0.00% | +18+25.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 91 | $11.6K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 11,676 | $11.7K | 0.00% | +2,109+22.0% | Added |
| Blume Capital Management, Inc. | 94 | $12.0K | 0.00% | +90+2,250.0% | Added |
| Cetera Trust Company, N.A | 100 | $12.8K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 102 | $13.0K | 0.01% | +1+1.0% | Added |