| Coston, McIsaac & Partners | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 2 | $59 | 0.00% | +2 | New |
| Meramec Financial Planners, LLC | 2 | $60 | 0.00% | +2 | New |
| Medallion Wealth Advisors, LLC | 3 | $88 | 0.00% | −347−99.1% | Reduced |
| Ameriflex Group, Inc. | 3 | $88 | 0.00% | −1−25.0% | Reduced |
| Hughes Financial Services, LLC | 4 | $117 | 0.00% | −5−55.6% | Reduced |
| American Capital Advisory, LLC | 4 | $118 | 0.00% | −1−20.0% | Reduced |
| Godsey & Gibb Associates | 5 | $147 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $176 | 0.00% | −1−14.3% | Reduced |
| Highland Investment Advisors LLC | 6 | $176 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 6 | $204 | 0.00% | −1−14.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7 | $214 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $235 | 0.00% | +8 | New |
| WestEnd Advisors, LLC | 9 | $264 | 0.00% | +1+12.5% | Added |
| Bruce G. Allen Investments, LLC | 9 | $264 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $293 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 10 | $293 | 0.00% | +1+11.1% | Added |
| Bernard Wealth Management Corp. | 10 | $294 | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 10 | $294 | 0.00% | +10 | New |
| Quaker Wealth Management, LLC | 11 | $323 | 0.00% | −19−63.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 11 | $323 | 0.00% | −10−47.6% | Reduced |
| Davis Capital Management | 11 | $323 | 0.00% | +11 | New |
| Allied Private Wealth LLC | 12 | $363 | 0.00% | +12 | New |
| 1015 Capital Partners, LLC | 14 | $411 | 0.00% | −4−22.2% | Reduced |
| Provenance Wealth Advisors, LLC | 14 | $411 | 0.00% | +14 | New |
| Investors Portfolio Services LLC | 15 | $440 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 15 | $440 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 16 | $470 | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 18 | $507 | 0.00% | +18 | New |
| Golden State Equity Partners | 20 | $586 | 0.00% | −14,600−99.9% | Reduced |
| Ares Financial Consulting, LLC | 20 | $587 | 0.00% | −100−83.3% | Reduced |
| BFSG, LLC | 20 | $587 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 20 | $587 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 21 | $616 | 0.00% | +21 | New |
| Colonial Trust Co | 23 | $675 | 0.00% | +13+130.0% | Added |
| IMA Wealth, Inc. | 23 | $675 | 0.00% | +23 | New |
| NBT Bank N A | 24 | $704 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 25 | $733 | 0.00% | +25 | New |
| Valued Wealth Advisors LLC | 25 | $734 | 0.00% | −1−3.8% | Reduced |
| Valley National Advisers Inc | 25 | $734 | 0.00% | +25 | New |
| Fortitude Family Office, LLC | 26 | $763 | 0.00% | −192−88.1% | Reduced |
| Trust Co | 28 | $821 | 0.00% | +28 | New |
| Bear Mountain Capital, Inc. | 30 | $838 | 0.00% | +5+20.0% | Added |
| Caitlin John, LLC | 30 | $880 | 0.00% | −32−51.6% | Reduced |
| Fairway Wealth LLC | 30 | $880 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 42 | $1.00K | 0.00% | −20−32.3% | Reduced |
| Ball & Co Wealth Management Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 36 | $1.06K | 0.00% | −3,286−98.9% | Reduced |
| West Paces Advisors Inc. | 36 | $1.06K | 0.00% | +36 | New |
| Park Place Capital Corp | 37 | $1.08K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 37 | $1.08K | 0.00% | +2+5.7% | Added |
| Concord Wealth Partners | 39 | $1.14K | 0.00% | +39 | New |
| Bare Financial Services, Inc | 40 | $1.17K | 0.00% | +40 | New |
| Washington Trust Advisors, Inc. | 41 | $1.20K | 0.00% | +41 | New |
| Whittier Trust Co of Nevada Inc | 46 | $1.21K | 0.00% | +21+84.0% | Added |
| Whittier Trust Co | 48 | $1.30K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 45 | $1.32K | 0.00% | +29+181.3% | Added |
| REAP Financial Group, LLC | 45 | $1.32K | 0.00% | +40+800.0% | Added |
| MidFirst Bank | 48 | $1.41K | 0.00% | +44+1,100.0% | Added |
| Sims Investment Management, LLC | 50 | $1.47K | 0.00% | +50 | New |
| Retirement Wealth Solutions LLC | 60 | $1.76K | 0.00% | +53+757.1% | Added |
| Vision Retirement, LLC | 61 | $1.79K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 59 | $1.80K | 0.00% | +18+43.9% | Added |
| JPL Wealth Management, LLC | 66 | $1.94K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 67 | $1.97K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 68 | $1.99K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 68 | $1.99K | 0.00% | +58+580.0% | Added |
| Sarver Vrooman Wealth Advisors | 70 | $2.01K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 71 | $2.08K | 0.00% | −125−63.8% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 73 | $2.14K | 0.00% | +73 | New |
| Midwest Capital Advisors, LLC | 80 | $2.35K | 0.00% | +80 | New |
| Salomon & Ludwin, LLC | 88 | $2.43K | 0.00% | +88 | New |
| Rialto Wealth Management, LLC | 83 | $2.44K | 0.00% | +45+118.4% | Added |
| Strengthening Families & Communities, LLC | 85 | $2.49K | 0.00% | +15+21.4% | Added |
| Private Wealth Management Group, LLC | 85 | $2.49K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 88 | $2.58K | 0.00% | +39+79.6% | Added |
| Raffa Wealth Management, LLC | 90 | $2.64K | 0.00% | −2−2.2% | Reduced |
| Frazier Financial Advisors, LLC | 90 | $2.64K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 95 | $2.79K | 0.00% | +7+8.0% | Added |
| ZRC Wealth Management, LLC | 97 | $2.85K | 0.00% | −45−31.7% | Reduced |
| Hilltop National Bank | 100 | $2.93K | 0.00% | −100−50.0% | Reduced |
| Fourth Dimension Wealth, LLC | 100 | $2.93K | 0.00% | −90−47.4% | Reduced |
| Bokf, NA | 100 | $2.93K | 0.00% | −5−4.8% | Reduced |
| Leo H. Evart, Inc. | 100 | $2.93K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 100 | $2.93K | 0.00% | +100 | New |
| Wealth Enhancement Trust Services, Inc. | 103 | $3.01K | 0.00% | +47+83.9% | Added |
| Corsicana & Co. | 105 | $3.08K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 110 | $3.23K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 110 | $3.23K | 0.00% | +110 | New |
| MV Capital Management, Inc. | 121 | $3.55K | 0.00% | +46+61.3% | Added |
| Essential Partners LLC | 125 | $3.67K | 0.00% | +125 | New |
| Sachetta, LLC | 129 | $3.78K | 0.00% | −58−31.0% | Reduced |
| Center for Financial Planning, Inc. | 130 | $3.81K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 137 | $4.02K | 0.00% | +100+270.3% | Added |
| Signature Equity Partners, LLC | 144 | $4.22K | 0.00% | +12+9.1% | Added |
| Torren Management, LLC | 148 | $4.34K | 0.00% | +10+7.2% | Added |
| Gill Capital Partners, LLC | 150 | $4.40K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 150 | $4.40K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 154 | $4.52K | 0.00% | +42+37.5% | Added |