| SJS Investment Consulting Inc. | 1 | $97 | 0.00% | −13−92.9% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $98 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2 | $193 | 0.00% | −2−50.0% | Reduced |
| Private Wealth Asset Management, LLC | 2 | $193 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $193 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2 | $193 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $194 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 3 | $266 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $290 | 0.00% | −44−93.6% | Reduced |
| True Wealth Design, LLC | 3 | $291 | 0.00% | −15−83.3% | Reduced |
| Highline Wealth Partners LLC | 3 | $291 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 3 | $328 | 0.00% | +3 | New |
| Activest Wealth Management | 4 | $387 | 0.00% | −77−95.1% | Reduced |
| Core Alternative Capital | 4 | $387 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $387 | 0.00% | +2+100.0% | Added |
| Stephens Consulting, LLC | 4 | $387 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 5 | $430 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 4 | $467 | 0.00% | −25−86.2% | Reduced |
| Creative Financial Designs Inc | 5 | $484 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $484 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $580 | 0.00% | +2+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 6 | $580 | 0.00% | +3+100.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $580 | 0.00% | +6 | New |
| Tortoise Investment Management, LLC | 6 | $580 | 0.00% | +6 | New |
| Bogart Wealth, LLC | 6 | $580 | 0.00% | +6 | New |
| Clark Wealth Partners | 6 | $580 | 0.00% | +6 | New |
| Atlantic Trust, LLC | 6 | $581 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 7 | $677 | 0.00% | +5+250.0% | Added |
| American Capital Advisory, LLC | 7 | $678 | 0.00% | +7 | New |
| Proathlete Wealth Management LLC | 8 | $773 | 0.00% | +8 | New |
| Sachetta, LLC | 8 | $774 | 0.00% | −4−33.3% | Reduced |
| Rossby Financial, LCC | 9 | $870 | 0.00% | +9 | New |
| Avion Wealth | 11 | $1.00K | 0.00% | −12−52.2% | Reduced |
| Resources Management Corp | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $1.06K | 0.00% | −7−38.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $1.26K | 0.00% | −5−27.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 14 | $1.35K | 0.00% | +14 | New |
| NVWM, LLC | 15 | $1.45K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 15 | $1.45K | 0.00% | +14+1,400.0% | Added |
| Raffa Wealth Management, LLC | 18 | $1.74K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 18 | $1.74K | 0.00% | +16+800.0% | Added |
| Abound Wealth Management | 18 | $1.74K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 20 | $1.93K | 0.00% | +5+33.3% | Added |
| Rakuten Securities, Inc. | 20 | $1.93K | 0.00% | +20 | New |
| WealthTrak Capital Management LLC | 20 | $1.94K | 0.00% | +5+33.3% | Added |
| Trifecta Capital Advisors, LLC | 21 | $2.03K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 22 | $2.13K | 0.00% | −3,604−99.4% | Reduced |
| Cornerstone Planning Group LLC | 25 | $2.22K | 0.00% | +6+31.6% | Added |
| Asset Dedication, LLC | 26 | $2.52K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 26 | $2.52K | 0.00% | +26 | New |
| UMA Financial Services, Inc. | 28 | $2.71K | 0.00% | +23+460.0% | Added |
| Capital Advisors, Ltd. LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $3.29K | 0.00% | +34 | New |
| Grove Bank & Trust | 42 | $4.06K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $4.16K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 43 | $4.16K | 0.00% | +10+30.3% | Added |
| New England Capital Financial Advisors LLC | 45 | $4.40K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 46 | $4.45K | 0.00% | +33+253.8% | Added |
| LRI Investments, LLC | 49 | $4.74K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 50 | $4.84K | 0.00% | −18−26.5% | Reduced |
| Independence Bank of Kentucky | 50 | $4.84K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 50 | $4.88K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 53 | $5.13K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 54 | $5.22K | 0.00% | +37+217.6% | Added |
| WPG Advisers, LLC | 63 | $6.09K | 0.01% | +7+12.5% | Added |
| GWM Advisors LLC | 68 | $6.61K | 0.00% | −33−32.7% | Reduced |
| Geneos Wealth Management Inc. | 71 | $6.87K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 72 | $6.96K | 0.00% | −1,742−96.0% | Reduced |
| Manchester Capital Management LLC | 74 | $7.16K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 76 | $7.35K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 77 | $7.45K | 0.00% | −131−63.0% | Reduced |
| CoreCap Advisors, LLC | 77 | $7.45K | 0.00% | −24−23.8% | Reduced |
| Decker Retirement Planning Inc. | 77 | $7.45K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 85 | $7.48K | 0.00% | +85 | New |
| Clear Street Markets LLC | 79 | $7.64K | 0.00% | +79 | New |
| Hemington Wealth Management | 88 | $8.00K | 0.00% | −26−22.8% | Reduced |
| Bell Investment Advisors, Inc | 83 | $8.03K | 0.00% | +5+6.4% | Added |
| First Horizon Advisors, Inc. | 86 | $8.35K | 0.00% | +12+16.2% | Added |
| NewSquare Capital LLC | 87 | $8.41K | 0.00% | +36+70.6% | Added |
| Ameritas Advisory Services, LLC | 88 | $8.51K | 0.00% | +88 | New |
| Bartlett & Co. Wealth Management LLC | 93 | $8.99K | 0.00% | −1−1.1% | Reduced |
| Close Asset Management Ltd | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $9.67K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 100 | $9.70K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 111 | $10.7K | 0.01% | −2−1.8% | Reduced |
| SRS Capital Advisors, Inc. | 114 | $11.0K | 0.00% | −154−57.5% | Reduced |
| Rise Advisors, LLC | 122 | $11.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 120 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 126 | $12.2K | 0.00% | +110+687.5% | Added |
| Sierra Ocean, LLC | 128 | $12.4K | 0.01% | +79+161.2% | Added |
| Private Wealth Management Group, LLC | 140 | $13.5K | 0.00% | −56−28.6% | Reduced |
| MV Capital Management, Inc. | 169 | $16.3K | 0.00% | −52−23.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 178 | $17.2K | 0.00% | +178 | New |
| Whittier Trust Co | 181 | $17.5K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 186 | $18.0K | 0.00% | −66−26.2% | Reduced |
| Parkside Financial Bank & Trust | 189 | $18.3K | 0.00% | −73−27.9% | Reduced |
| VSM Wealth Advisory, LLC | 210 | $20.3K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 211 | $20.4K | 0.00% | −23−9.8% | Reduced |
| Rothschild Investment LLC | 233 | $22.5K | 0.00% | +51+28.0% | Added |