| Ogorek Anthony Joseph | 4 | $0 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 1 | $29 | 0.00% | −10−90.9% | Reduced |
| Oakum Bay Capital LLC | 1 | $29 | 0.00% | +1 | New |
| Meramec Financial Planners, LLC | 1 | $35 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $59 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $87 | 0.00% | +3 | New |
| Tidemark, LLC | 3 | $88 | 0.00% | −382−99.2% | Reduced |
| Rialto Wealth Management, LLC | 3 | $88 | 0.00% | −9−75.0% | Reduced |
| Cape Investment Advisory, Inc. | 3 | $88 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 5 | $146 | 0.00% | +4+400.0% | Added |
| Nemes Rush Group LLC | 5 | $146 | 0.00% | +5 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $146 | 0.00% | +5 | New |
| Godsey & Gibb Associates | 5 | $147 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5 | $147 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $147 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $147 | 0.00% | +5 | New |
| Brown, Lisle/Cummings, Inc. | 7 | $213 | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 7 | $218 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 8 | $234 | 0.00% | −2−20.0% | Reduced |
| Colonial Trust Co | 9 | $263 | 0.00% | −3−25.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 9 | $275 | 0.00% | +4+80.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $293 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $293 | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $322 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 13 | $380 | 0.00% | +3+30.0% | Added |
| American Capital Advisory, LLC | 13 | $381 | 0.00% | +1+8.3% | Added |
| Principia Wealth Advisory, LLC | 14 | $410 | 0.00% | −12−46.2% | Reduced |
| TFC Financial Management | 17 | $498 | 0.00% | −15−46.9% | Reduced |
| 1015 Capital Partners, LLC | 17 | $498 | 0.00% | +17 | New |
| Johnson Financial Group, Inc. | 18 | $527 | 0.00% | −16−47.1% | Reduced |
| Atlantic Trust, LLC | 19 | $557 | 0.00% | −83−81.4% | Reduced |
| Retirement Wealth Solutions LLC | 19 | $557 | 0.00% | +11+137.5% | Added |
| Bear Mountain Capital, Inc. | 19 | $567 | 0.00% | +4+26.7% | Added |
| Bruce G. Allen Investments, LLC | 20 | $585 | 0.00% | +4+25.0% | Added |
| BFSG, LLC | 20 | $586 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 22 | $644 | 0.00% | −9−29.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 22 | $644 | 0.00% | +22 | New |
| Cornerstone Planning Group LLC | 21 | $655 | 0.00% | +5+31.3% | Added |
| Transamerica Financial Advisors, Inc. | 24 | $702 | 0.00% | +3+14.3% | Added |
| Your Advocates Ltd., LLP | 25 | $732 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 25 | $732 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 28 | $819 | 0.00% | +28 | New |
| Stone House Investment Management, LLC | 30 | $878 | 0.00% | −70−70.0% | Reduced |
| Missouri Trust & Investment Co | 30 | $878 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 30 | $878 | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 30 | $878 | 0.00% | +30 | New |
| McGuire Capital Advisors Inc | 30 | $878 | 0.00% | +30 | New |
| Litman Gregory Asset Management LLC | 30 | $879 | 0.00% | +30 | New |
| True Wealth Design, LLC | 31 | $908 | 0.00% | +15+93.8% | Added |
| Maseco LLP | 32 | $936 | 0.00% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 36 | $1.05K | 0.00% | −5−12.2% | Reduced |
| United Financial Planning Group LLC | 39 | $1.14K | 0.00% | +39 | New |
| South State Corp. | 40 | $1.17K | 0.00% | +15+60.0% | Added |
| SJS Investment Consulting Inc. | 42 | $1.23K | 0.00% | +42 | New |
| Mark Sheptoff Financial Planning, LLC | 44 | $1.29K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 45 | $1.32K | 0.00% | +15+50.0% | Added |
| CBIZ Investment Advisory Services, LLC | 47 | $1.38K | 0.00% | −20−29.9% | Reduced |
| Grove Bank & Trust | 50 | $1.46K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 50 | $1.46K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 50 | $1.46K | 0.00% | +50 | New |
| Noble Wealth Management PBC | 50 | $1.46K | 0.00% | +50 | New |
| Curio Wealth, LLC | 51 | $1.56K | 0.00% | +51 | New |
| Sachetta, LLC | 56 | $1.64K | 0.00% | −47−45.6% | Reduced |
| Park Place Capital Corp | 59 | $1.73K | 0.00% | +59 | New |
| Abound Wealth Management | 60 | $1.75K | 0.00% | +3+5.3% | Added |
| J.Safra Asset Management Corp | 60 | $1.76K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 60 | $1.76K | 0.00% | +60 | New |
| Vision Retirement, LLC | 61 | $1.78K | 0.00% | +61 | New |
| Valued Wealth Advisors LLC | 62 | $1.81K | 0.00% | +11+21.6% | Added |
| Hollencrest Capital Management | 67 | $1.96K | 0.00% | −5,569−98.8% | Reduced |
| Financial Network Wealth Advisors LLC | 68 | $1.99K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 83 | $2.00K | 0.00% | −39−32.0% | Reduced |
| Archer Investment Corp | 70 | $2.05K | 0.00% | −40−36.4% | Reduced |
| Bernard Wealth Management Corp. | 70 | $2.05K | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 70 | $2.05K | 0.00% | +70 | New |
| Kilter Group LLC | 71 | $2.08K | 0.00% | −14−16.5% | Reduced |
| Cornerstone Financial Management LLC | 77 | $2.25K | 0.00% | +77 | New |
| Private Wealth Management Group, LLC | 85 | $2.49K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 90 | $2.63K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 90 | $2.63K | 0.00% | +16+21.6% | Added |
| Frazier Financial Advisors, LLC | 90 | $2.63K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 90 | $2.63K | 0.00% | +30+50.0% | Added |
| IFC & Insurance Marketing, Inc. | 100 | $3.00K | 0.00% | +100 | New |
| UMA Financial Services, Inc. | 104 | $3.04K | 0.00% | +25+31.6% | Added |
| Gen-Wealth Partners Inc | 107 | $3.13K | 0.00% | −2,280−95.5% | Reduced |
| Howard Hughes Medical Institute | 108 | $3.16K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 110 | $3.22K | 0.00% | −1,000−90.1% | Reduced |
| Horizon Financial Services, LLC | 110 | $3.22K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 119 | $3.48K | 0.00% | +25+26.6% | Added |
| JDM Financial Group LLC | 120 | $3.51K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 120 | $3.51K | 0.00% | +120 | New |
| Center for Financial Planning, Inc. | 130 | $3.81K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 150 | $4.00K | 0.00% | +100+200.0% | Added |
| Goodman Advisory Group, LLC | 150 | $4.39K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 150 | $4.39K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $4.39K | 0.00% | +150 | New |
| Manchester Capital Management LLC | 158 | $4.63K | 0.00% | −7−4.2% | Reduced |
| Roble, Belko & Company, Inc | 154 | $5.00K | 0.00% | +82+113.9% | Added |