| Cloud Capital Management, LLC | 25 | $0 | 0.00% | +25 | New |
| Strategic Advocates LLC | 1 | $23 | 0.00% | +1 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $24 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2 | $47 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 2 | $49 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $109 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 5 | $116 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 5 | $116 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 6 | $139 | 0.00% | +6 | New |
| MV Capital Management, Inc. | 6 | $140 | 0.00% | −1−14.3% | Reduced |
| Clark Wealth Partners | 7 | $140 | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 6 | $140 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7 | $163 | 0.00% | +7 | New |
| Ameriflex Group, Inc. | 8 | $186 | 0.00% | +4+100.0% | Added |
| Horizons Wealth Management | 9 | $209 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 11 | $256 | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 140 | $280 | 0.00% | +128+1,066.7% | Added |
| Smartleaf Asset Management LLC | 14 | $317 | 0.00% | −6,089−99.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 15 | $349 | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 15 | $349 | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 16 | $382 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 20 | $466 | 0.00% | −100−83.3% | Reduced |
| Cromwell Holdings LLC | 20 | $466 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 20 | $466 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 20 | $466 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 20 | $466 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 20 | $466 | 0.00% | +13+185.7% | Added |
| Turning Point Benefit Group, Inc. | 21 | $476 | 0.00% | +21 | New |
| Pathway Financial Advisers, LLC | 21 | $480 | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 21 | $489 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 22 | $512 | 0.00% | +13+144.4% | Added |
| UMA Financial Services, Inc. | 22 | $513 | 0.00% | +22 | New |
| Bell Investment Advisors, Inc | 23 | $536 | 0.00% | −1−4.2% | Reduced |
| TFC Financial Management | 23 | $536 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 24 | $559 | 0.00% | +24 | New |
| Concord Wealth Partners | 26 | $605 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 30 | $698 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 30 | $699 | 0.00% | +30 | New |
| Ameritas Advisory Services, LLC | 36 | $837 | 0.00% | +36 | New |
| Country Trust Bank | 40 | $931 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 56 | $1.00K | 0.00% | −8−12.5% | Reduced |
| Glen Eagle Advisors, LLC | 44 | $1.02K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 45 | $1.05K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 47 | $1.09K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 50 | $1.16K | 0.00% | −214−81.1% | Reduced |
| Westside Investment Management, Inc. | 50 | $1.16K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $1.16K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 50 | $1.16K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 50 | $1.17K | 0.00% | −357−87.7% | Reduced |
| American National Bank | 56 | $1.30K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 60 | $1.36K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 59 | $1.37K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 60 | $1.40K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 60 | $1.40K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 62 | $1.44K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 65 | $1.51K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 69 | $1.61K | 0.00% | +69 | New |
| Financial Consulate, Inc | 76 | $1.77K | 0.00% | +76 | New |
| Evermay Wealth Management LLC | 80 | $1.86K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 84 | $1.96K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Center for Financial Planning, Inc. | 88 | $2.05K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 92 | $2.14K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $2.32K | 0.00% | +1+1.0% | Added |
| Bokf, NA | 100 | $2.33K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $2.33K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $2.33K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 100 | $2.33K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 100 | $2.33K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 100 | $2.33K | 0.00% | +100 | New |
| Strengthening Families & Communities, LLC | 104 | $2.44K | 0.00% | +104 | New |
| Washington Trust Advisors, Inc. | 106 | $2.47K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 108 | $2.51K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 110 | $2.56K | 0.00% | −28−20.3% | Reduced |
| New England Capital Financial Advisors LLC | 110 | $2.56K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 111 | $2.57K | 0.00% | +1+0.9% | Added |
| Millstone Evans Group, LLC | 111 | $2.58K | 0.00% | −20−15.3% | Reduced |
| Creative Financial Designs Inc | 116 | $2.70K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 117 | $2.72K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 120 | $2.79K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 122 | $2.84K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 128 | $2.98K | 0.00% | −78−37.9% | Reduced |
| Capital Advisors, Ltd. LLC | 135 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 134 | $3.12K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 140 | $3.26K | 0.00% | +120+600.0% | Added |
| Ameritas Investment Partners, Inc. | 145 | $3.38K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 147 | $3.43K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 150 | $3.49K | 0.00% | +150 | New |
| Archer Investment Corp | 156 | $3.64K | 0.00% | +1+0.6% | Added |
| Whittier Trust Co of Nevada Inc | 167 | $3.89K | 0.00% | +1+0.6% | Added |
| Community Bank, N.A. | 190 | $4.42K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 194 | $4.52K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 195 | $4.54K | 0.00% | +195 | New |
| Chung Wu Investment Group, LLC | 200 | $4.66K | 0.00% | +200 | New |
| Bogart Wealth, LLC | 211 | $4.91K | 0.00% | +24+12.8% | Added |
| Ogorek Anthony Joseph | 221 | $5.00K | 0.00% | +46+26.3% | Added |
| SOA Wealth Advisors, LLC. | 216 | $5.04K | 0.00% | +2+0.9% | Added |
| Salomon & Ludwin, LLC | 226 | $5.26K | 0.00% | +20+9.7% | Added |
| Pinnacle Bancorp, Inc. | 227 | $5.28K | 0.00% | +58+34.3% | Added |
| Harbor Investment Advisory, LLC | 229 | $5.33K | 0.00% | 00.0% | Unchanged |