| Migdal Insurance & Financial Holdings Ltd. | 10 | $0 | 0.00% | −450−97.8% | Reduced |
| Evolution Advisers, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 0 | $4 | 0.00% | −55−100.0% | Reduced |
| First Personal Financial Services | 2 | $84 | 0.00% | +2 | New |
| Mendota Financial Group, LLC | 4 | $168 | 0.00% | +4 | New |
| Country Trust Bank | 5 | $210 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 7 | $294 | 0.00% | +7 | New |
| Live Oak Investment Partners | – | $461 | 0.00% | – | – |
| Pacific Capital Wealth Advisors, Inc | 12 | $503 | 0.00% | +12 | New |
| Truvestments Capital LLC | 14 | $587 | 0.00% | +14 | New |
| Evermay Wealth Management LLC | 14 | $588 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 14 | $591 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 15 | $619 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 17 | $714 | 0.00% | +17 | New |
| Pineridge Advisors LLC | 18 | $755 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 19 | $797 | 0.00% | −629−97.1% | Reduced |
| ClariVest Asset Management LLC | 17 | $799 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 20 | $839 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 20 | $839 | 0.00% | +20 | New |
| Avion Wealth | 34 | $1.00K | 0.00% | −37−52.1% | Reduced |
| Activest Wealth Management | 25 | $1.06K | 0.00% | −310−92.5% | Reduced |
| Private Wealth Management Group, LLC | 27 | $1.13K | 0.00% | −27−50.0% | Reduced |
| West Paces Advisors Inc. | 27 | $1.13K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 27 | $1.13K | 0.00% | +27 | New |
| DHJJ Financial Advisors, Ltd. | 30 | $1.26K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 31 | $1.30K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 35 | $1.47K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 37 | $1.55K | 0.00% | +37 | New |
| Byrne Asset Management LLC | 38 | $1.59K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 40 | $1.68K | 0.00% | −260−86.7% | Reduced |
| Raffa Wealth Management, LLC | 40 | $1.68K | 0.00% | −250−86.2% | Reduced |
| Toth Financial Advisory Corp | 40 | $1.68K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 41 | $1.75K | 0.00% | −10−19.6% | Reduced |
| Union Savings Bank | 47 | $1.97K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 52 | $2.18K | 0.00% | +52 | New |
| EnRich Financial Partners LLC | 53 | $2.22K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 54 | $2.27K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 55 | $2.31K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 55 | $2.31K | 0.00% | +55 | New |
| Highline Wealth Partners LLC | 61 | $2.56K | 0.00% | −52−46.0% | Reduced |
| Indiana Trust & Investment Management CO | 72 | $3.02K | 0.00% | −467−86.6% | Reduced |
| Wolff Wiese Magana LLC | 74 | $3.10K | 0.00% | +29+64.4% | Added |
| BFSG, LLC | 74 | $3.12K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 77 | $3.23K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 78 | $3.28K | 0.01% | +78 | New |
| LFA - Lugano Financial Advisors SA | 80 | $3.36K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 83 | $3.48K | 0.00% | +83 | New |
| Iron Horse Wealth Management, LLC | 85 | $3.57K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 90 | $3.80K | 0.00% | −3,268−97.3% | Reduced |
| Resources Management Corp | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Old Point Trust & Financial Services N A | 100 | $4.20K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 100 | $4.20K | 0.01% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 103 | $4.32K | 0.00% | −46−30.9% | Reduced |
| Bellevue Asset Management, LLC | 106 | $4.48K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 107 | $4.49K | 0.00% | +75+234.4% | Added |
| Sittner & Nelson, LLC | 109 | $4.57K | 0.00% | −40−26.8% | Reduced |
| Claris Advisors, LLC | 113 | $4.74K | 0.00% | +113 | New |
| Foster Dykema Cabot & Partners, LLC | 113 | $4.78K | 0.00% | +113 | New |
| Jackson, Grant Investment Advisers, Inc. | 120 | $5.03K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 120 | $5.03K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 126 | $5.28K | 0.00% | −5−3.8% | Reduced |
| Planning Capital Management Corp | 126 | $5.28K | 0.00% | +126 | New |
| Creekmur Asset Management LLC | 133 | $5.58K | 0.00% | −149−52.8% | Reduced |
| Tucker Asset Management LLC | 134 | $5.62K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 137 | $5.75K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 142 | $5.96K | 0.00% | +52+57.8% | Added |
| True Wealth Design, LLC | 144 | $6.04K | 0.00% | −31−17.7% | Reduced |
| West Oak Capital, LLC | 145 | $6.10K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 148 | $6.21K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 150 | $6.29K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $6.29K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 150 | $6.29K | 0.00% | +150 | New |
| Cornerstone Planning Group LLC | 156 | $6.31K | 0.00% | +44+39.3% | Added |
| First Command Advisory Services, Inc. | 159 | $6.67K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 159 | $6.67K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 165 | $6.92K | 0.00% | −11−6.3% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 175 | $7.34K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 180 | $7.55K | 0.00% | −261−59.2% | Reduced |
| Abound Wealth Management | 180 | $7.55K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 190 | $7.97K | 0.00% | −47−19.8% | Reduced |
| Financial Freedom, LLC | 195 | $8.17K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 198 | $8.31K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 192 | $8.37K | 0.01% | +192 | New |
| Legacy Wealth Managment, LLC | 192 | $8.37K | 0.01% | +192 | New |
| Tortoise Investment Management, LLC | 200 | $8.39K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $8.39K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 209 | $8.77K | 0.01% | +11+5.6% | Added |
| Bruce G. Allen Investments, LLC | 227 | $9.52K | 0.01% | −357−61.1% | Reduced |
| Winch Advisory Services, LLC | 227 | $9.54K | 0.00% | +1+0.4% | Added |
| McIlrath & Eck, LLC | 230 | $9.65K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 237 | $9.94K | 0.00% | −19−7.4% | Reduced |
| HighMark Wealth Management LLC | 246 | $10.3K | 0.01% | −11−4.3% | Reduced |
| Cape Investment Advisory, Inc. | 248 | $10.4K | 0.00% | +1+0.4% | Added |
| Macroview Investment Management LLC | 250 | $10.5K | 0.01% | +250 | New |
| Armstrong Advisory Group, Inc | 256 | $10.7K | 0.00% | −509−66.5% | Reduced |
| Salomon & Ludwin, LLC | 259 | $10.9K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 265 | $11.0K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 264 | $11.1K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 266 | $11.2K | 0.00% | +266 | New |