| Navigoe, LLC | 7 | $0 | 0.00% | +7 | New |
| Raleigh Capital Management Inc. | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $111 | 0.00% | −63−98.4% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $112 | 0.00% | +1 | New |
| Wealth Enhancement Trust Services, Inc. | 2 | $222 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $222 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 3 | $333 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $333 | 0.00% | +1+50.0% | Added |
| Raffa Wealth Management, LLC | 3 | $333 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $334 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $334 | 0.00% | +1+50.0% | Added |
| Sachetta, LLC | 3 | $334 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $350 | 0.00% | −2−40.0% | Reduced |
| Fulcrum Asset Management LLP | 4 | $443 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $443 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 5 | $556 | 0.00% | −2−28.6% | Reduced |
| American Capital Advisory, LLC | 6 | $667 | 0.00% | +2+50.0% | Added |
| Breakwater Investment Management | 6 | $667 | 0.00% | +6 | New |
| 1015 Capital Partners, LLC | 7 | $778 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 8 | $890 | 0.00% | +8 | New |
| Rossby Financial, LCC | 9 | $1.00K | 0.00% | −47−83.9% | Reduced |
| Silver Grove Financial Group, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Strengthening Families & Communities, LLC | 10 | $1.11K | 0.00% | +10 | New |
| Owl Creek Wealth Partners LLC | 10 | $1.11K | 0.00% | +10 | New |
| CBIZ Investment Advisory Services, LLC | 12 | $1.19K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $1.22K | 0.00% | +9+450.0% | Added |
| Provenance Wealth Advisors, LLC | 13 | $1.45K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 13 | $1.45K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 14 | $1.56K | 0.00% | −11−44.0% | Reduced |
| SHP Wealth Management | 15 | $1.66K | 0.00% | +3+25.0% | Added |
| Tounjian Advisory Partners, LLC | 15 | $1.68K | 0.00% | +15 | New |
| Advocate Investing Services LLC | 16 | $1.78K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 16 | $1.78K | 0.00% | +16 | New |
| Manchester Capital Management LLC | 16 | $1.78K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 17 | $1.89K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 17 | $1.89K | 0.00% | +16+1,600.0% | Added |
| First Command Advisory Services, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 18 | $2.00K | 0.00% | +12+200.0% | Added |
| Dunhill Financial, LLC | 19 | $2.12K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 22 | $2.44K | 0.00% | +6+37.5% | Added |
| Bay Harbor Wealth Management, LLC | 25 | $2.78K | 0.00% | +7+38.9% | Added |
| Bell Investment Advisors, Inc | 26 | $2.89K | 0.00% | −14−35.0% | Reduced |
| CX Institutional | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 28 | $3.11K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 28 | $3.11K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 28 | $3.11K | 0.00% | +28 | New |
| Quent Capital, LLC | 32 | $3.59K | 0.00% | −50−61.0% | Reduced |
| Fairman Group, LLC | 33 | $3.67K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 34 | $3.78K | 0.00% | +25+277.8% | Added |
| Creative Capital Management Investments LLC | 34 | $3.78K | 0.00% | +34 | New |
| TD Capital Management LLC | 34 | $3.80K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 35 | $3.89K | 0.00% | +5+16.7% | Added |
| AdvisorNet Financial, Inc | 37 | $4.11K | 0.00% | +12+48.0% | Added |
| High Note Wealth, LLC | 37 | $4.11K | 0.00% | +12+48.0% | Added |
| Cromwell Holdings LLC | 41 | $4.56K | 0.00% | +21+105.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 44 | $4.89K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 44 | $4.89K | 0.00% | +44 | New |
| Concord Wealth Partners | 45 | $5.00K | 0.00% | +45 | New |
| Alerus Financial NA | 46 | $5.11K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 48 | $5.33K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 49 | $5.45K | 0.00% | +44+880.0% | Added |
| Prestige Wealth Management Group LLC | 51 | $5.67K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 53 | $5.89K | 0.00% | +2+3.9% | Added |
| Lodestone Wealth Management LLC | 55 | $6.11K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 55 | $6.11K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 55 | $6.11K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 56 | $6.19K | 0.00% | +14+33.3% | Added |
| Glen Eagle Advisors, LLC | 57 | $6.32K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 62 | $6.89K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 66 | $7.38K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 72 | $7.78K | 0.00% | +72 | New |
| IAG Wealth Partners, LLC | 77 | $8.56K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 83 | $9.22K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 86 | $9.56K | 0.00% | +23+36.5% | Added |
| NBT Bank N A | 89 | $9.89K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 89 | $9.89K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 101 | $11.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 102 | $11.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 105 | $11.7K | 0.00% | −332−76.0% | Reduced |
| Colonial Trust Advisors | 111 | $12.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 116 | $12.9K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 118 | $13.1K | 0.00% | −80−40.4% | Reduced |
| Cornerstone Planning Group LLC | 124 | $13.4K | 0.00% | −1−0.8% | Reduced |
| Private Wealth Asset Management, LLC | 121 | $13.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 123 | $13.7K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 125 | $13.9K | 0.01% | −125−50.0% | Reduced |
| Avion Wealth | 126 | $14.0K | 0.00% | +35+38.5% | Added |
| Oakworth Capital, Inc. | 128 | $14.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 129 | $14.3K | 0.00% | +16+14.2% | Added |
| Meeder Asset Management Inc | 131 | $14.6K | 0.00% | +5+4.0% | Added |
| Bayban | 135 | $15.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 138 | $15.4K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 144 | $16.0K | 0.00% | +67+87.0% | Added |
| Atwood & Palmer Inc | 150 | $16.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 155 | $17.2K | 0.00% | 00.0% | Unchanged |
| Natixis | 156 | $17.3K | 0.00% | −4,153−96.4% | Reduced |
| Flagship Wealth Advisors, LLC | 156 | $17.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 165 | $18.3K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 174 | $19.3K | 0.00% | +74+74.0% | Added |