| Strategic Investment Solutions, Inc. | 8,547 | $0 | 0.00% | +8,437+7,670.0% | Added |
| Coston, McIsaac & Partners | 12 | $0 | 0.00% | +12 | New |
| Oakum Bay Capital LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 4 | $90 | 0.00% | +4 | New |
| Ameriflex Group, Inc. | 4 | $91 | 0.00% | −837−99.5% | Reduced |
| MidFirst Bank | 4 | $91 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 5 | $114 | 0.00% | −8−61.5% | Reduced |
| Godsey & Gibb Associates | 5 | $114 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 5 | $114 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 7 | $160 | 0.00% | −12−63.2% | Reduced |
| Seneschal Advisors, LLC | 7 | $160 | 0.00% | +2+40.0% | Added |
| Dunhill Financial, LLC | 7 | $165 | 0.00% | +6+600.0% | Added |
| Brown, Lisle/Cummings, Inc. | 7 | $166 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $182 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $205 | 0.00% | −13−59.1% | Reduced |
| Tidemark, LLC | 9 | $205 | 0.00% | +6+200.0% | Added |
| First Horizon Corp | 9 | $205 | 0.00% | +9 | New |
| Bernard Wealth Management Corp. | 10 | $228 | 0.00% | −60−85.7% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $228 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 10 | $228 | 0.00% | +1+11.1% | Added |
| HFM Investment Advisors, LLC | 10 | $228 | 0.00% | +5+100.0% | Added |
| Allianz SE | 10 | $228 | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $250 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 13 | $296 | 0.00% | −38−74.5% | Reduced |
| GHP Investment Advisors, Inc. | 15 | $342 | 0.00% | +10+200.0% | Added |
| Vanguard Advisers Inc | 15 | $342 | 0.00% | +15 | New |
| Osbon Capital Management LLC | 15 | $342 | 0.00% | +15 | New |
| Principia Wealth Advisory, LLC | 16 | $364 | 0.00% | +2+14.3% | Added |
| South State Corp. | 16 | $365 | 0.00% | −24−60.0% | Reduced |
| Johnson Financial Group, Inc. | 18 | $410 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 18 | $410 | 0.00% | +1+5.9% | Added |
| Wall Street Financial Group, Inc. | 18 | $410 | 0.00% | +18 | New |
| LRI Investments, LLC | 18 | $410 | 0.00% | +18 | New |
| Gen-Wealth Partners Inc | 20 | $455 | 0.00% | −87−81.3% | Reduced |
| BFSG, LLC | 20 | $456 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 21 | $478 | 0.00% | +18+600.0% | Added |
| Investors Portfolio Services LLC | 15 | $488 | 0.00% | +15 | New |
| NBT Bank N A | 24 | $546 | 0.00% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $547 | 0.00% | +2+9.1% | Added |
| Whittier Trust Co of Nevada Inc | 25 | $551 | 0.00% | +16+177.8% | Added |
| Valued Wealth Advisors LLC | 26 | $593 | 0.00% | −36−58.1% | Reduced |
| Stone House Investment Management, LLC | 30 | $683 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 30 | $683 | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 30 | $683 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 30 | $683 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 30 | $684 | 0.00% | −6−16.7% | Reduced |
| Bear Mountain Capital, Inc. | 25 | $711 | 0.00% | +6+31.6% | Added |
| Maseco LLP | 32 | $729 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 35 | $797 | 0.00% | +10+40.0% | Added |
| Park Place Capital Corp | 37 | $842 | 0.00% | −22−37.3% | Reduced |
| Crewe Advisors LLC | 37 | $843 | 0.00% | −8−17.8% | Reduced |
| Rialto Wealth Management, LLC | 38 | $866 | 0.00% | +35+1,166.7% | Added |
| Aspect Partners, LLC | 41 | $934 | 0.00% | −78−65.5% | Reduced |
| Capital Advisors, Ltd. LLC | 62 | $1.00K | 0.00% | −21−25.3% | Reduced |
| Ball & Co Wealth Management Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 45 | $1.02K | 0.00% | +26+136.8% | Added |
| Atlas Capital Advisors LLC | 46 | $1.05K | 0.00% | −643−93.3% | Reduced |
| Whittier Trust Co | 48 | $1.06K | 0.00% | −120−71.4% | Reduced |
| True Wealth Design, LLC | 49 | $1.12K | 0.00% | +18+58.1% | Added |
| Cornerstone Planning Group LLC | 41 | $1.14K | 0.00% | +20+95.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 56 | $1.27K | 0.00% | −285−83.6% | Reduced |
| Abound Wealth Management | 57 | $1.30K | 0.00% | −3−5.0% | Reduced |
| Vision Retirement, LLC | 61 | $1.39K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 62 | $1.41K | 0.00% | +32+106.7% | Added |
| Manchester Capital Management LLC | 64 | $1.46K | 0.00% | −94−59.5% | Reduced |
| JPL Wealth Management, LLC | 66 | $1.50K | 0.00% | +66 | New |
| Independence Bank of Kentucky | 67 | $1.53K | 0.00% | +17+34.0% | Added |
| Financial Network Wealth Advisors LLC | 68 | $1.55K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 70 | $1.59K | 0.00% | −750−91.5% | Reduced |
| Clayton Financial Group LLC | 70 | $1.59K | 0.00% | −20−22.2% | Reduced |
| Archer Investment Corp | 70 | $1.59K | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 70 | $1.59K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 71 | $1.62K | 0.00% | −6−7.8% | Reduced |
| MV Capital Management, Inc. | 75 | $1.71K | 0.00% | −170−69.4% | Reduced |
| IFG Advisory, LLC | 80 | $1.82K | 0.01% | +80 | New |
| Clear Street Markets LLC | 83 | $1.89K | 0.00% | −663−88.9% | Reduced |
| Private Wealth Management Group, LLC | 85 | $1.94K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 88 | $2.00K | 0.00% | +64+266.7% | Added |
| Cromwell Holdings LLC | 89 | $2.03K | 0.00% | −1,269−93.4% | Reduced |
| Frazier Financial Advisors, LLC | 90 | $2.05K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 92 | $2.10K | 0.00% | +2+2.2% | Added |
| SJS Investment Consulting Inc. | 100 | $2.28K | 0.00% | +58+138.1% | Added |
| Leo H. Evart, Inc. | 100 | $2.28K | 0.00% | +100 | New |
| UMA Financial Services, Inc. | 101 | $2.30K | 0.00% | −3−2.9% | Reduced |
| Bokf, NA | 105 | $2.39K | 0.00% | +105 | New |
| Horizon Financial Services, LLC | 110 | $2.50K | 0.00% | 00.0% | Unchanged |
| My Portfolio Guide, LLC | 113 | $2.57K | 0.00% | +113 | New |
| Twin Peaks Wealth Advisors, LLC | 117 | $2.66K | 0.00% | +117 | New |
| Ares Financial Consulting, LLC | 120 | $2.70K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 130 | $2.96K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 132 | $3.01K | 0.00% | −978−88.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 112 | $3.13K | 0.00% | +112 | New |
| Torren Management, LLC | 138 | $3.14K | 0.00% | −1,148−89.3% | Reduced |
| ZRC Wealth Management, LLC | 142 | $3.23K | 0.00% | +142 | New |
| First Command Advisory Services, Inc. | 149 | $3.39K | 0.00% | +149 | New |
| PFS Partners, LLC | 150 | $3.42K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 150 | $3.42K | 0.00% | +150 | New |
| Corsicana & Co. | 105 | $3.60K | 0.00% | +105 | New |
| Roble, Belko & Company, Inc | 166 | $4.00K | 0.00% | +12+7.8% | Added |
| Quest 10 Wealth Builders, Inc. | 179 | $4.08K | 0.00% | −227−55.9% | Reduced |
