| Toth Financial Advisory Corp | 2 | $97 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2 | $120 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 4 | $192 | 0.00% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 5 | $241 | 0.00% | +5 | New |
| Asset Dedication, LLC | 6 | $290 | 0.00% | −1,806−99.7% | Reduced |
| Nvest Wealth Strategies, Inc. | 6 | $290 | 0.00% | +6 | New |
| Tidemark, LLC | 8 | $385 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 8 | $385 | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 9 | $434 | 0.00% | +9 | New |
| Goodman Advisory Group, LLC | 10 | $482 | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 14 | $675 | 0.00% | +14 | New |
| Silicon Valley Capital Partners | 15 | $723 | 0.00% | +15 | New |
| MBM Wealth Consultants, LLC | 16 | $771 | 0.00% | +16 | New |
| Bayban | 18 | $867 | 0.00% | −950−98.1% | Reduced |
| Elevated Capital Advisors, LLC | 19 | $915 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 19 | $915 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 20 | $964 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $964 | 0.00% | +20 | New |
| Navigoe, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 23 | $1.11K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 23 | $1.11K | 0.00% | +23 | New |
| Vanguard National Trust Co | 25 | $1.21K | 0.00% | +25 | New |
| Tower Research Capital LLC (TRC) | 26 | $1.25K | 0.00% | −455−94.6% | Reduced |
| BFSG, LLC | 26 | $1.25K | 0.00% | +26 | New |
| Princeton Global Asset Management LLC | 26 | $1.27K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 30 | $1.45K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 30 | $1.45K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 30 | $1.45K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 31 | $1.49K | 0.00% | +6+24.0% | Added |
| Godfrey Financial Associates, Inc. | 33 | $1.59K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 34 | $1.64K | 0.00% | +34 | New |
| Crewe Advisors LLC | 34 | $1.64K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 36 | $1.74K | 0.00% | +36 | New |
| Arlington Trust Co LLC | 38 | $1.83K | 0.00% | +38 | New |
| MidFirst Bank | 39 | $1.88K | 0.00% | +39 | New |
| JFS Wealth Advisors, LLC | 39 | $1.88K | 0.00% | −280−87.8% | Reduced |
| Strive Financial Group ,LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 43 | $2.07K | 0.00% | +43 | New |
| Stone House Investment Management, LLC | 45 | $2.17K | 0.00% | +45 | New |
| North Star Investment Management Corp. | 46 | $2.22K | 0.00% | −10−17.9% | Reduced |
| Harbor Investment Advisory, LLC | 49 | $2.36K | 0.00% | −59−54.6% | Reduced |
| Morton Brown Family Wealth, LLC | 49 | $2.36K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 50 | $2.41K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 50 | $2.41K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 50 | $2.41K | 0.00% | +50 | New |
| First Command Advisory Services, Inc. | 52 | $2.50K | 0.00% | +29+126.1% | Added |
| Brown, Lisle/Cummings, Inc. | 55 | $2.66K | 0.00% | +31+129.2% | Added |
| MV Capital Management, Inc. | 63 | $3.04K | 0.00% | +42+200.0% | Added |
| Dogwood Wealth Management LLC | 64 | $3.08K | 0.00% | +64 | New |
| Rossby Financial, LCC | 66 | $3.15K | 0.00% | +57+633.3% | Added |
| Hoey Investments, Inc | 72 | $3.47K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 73 | $3.52K | 0.00% | −12−14.1% | Reduced |
| JDM Financial Group LLC | 76 | $3.66K | 0.00% | +76 | New |
| 1 North Wealth Services LLC | 80 | $3.85K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 80 | $3.85K | 0.00% | +80 | New |
| Wealth Science Advisors LLC | 80 | $3.88K | 0.00% | +80 | New |
| Millstone Evans Group, LLC | 82 | $3.95K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 82 | $3.95K | 0.00% | +82 | New |
| MPWM Advisory Solutions, LLC | 83 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 86 | $4.14K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 86 | $4.15K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 88 | $4.24K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 88 | $4.24K | 0.00% | +88 | New |
| Kozak & Associates, Inc. | 92 | $4.32K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 94 | $4.53K | 0.02% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 95 | $4.58K | 0.00% | −64−40.3% | Reduced |
| Vermillion Wealth Management, Inc. | 96 | $4.63K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $4.82K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $4.82K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 101 | $4.87K | 0.00% | +101 | New |
| MCF Advisors LLC | 101 | $4.87K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 100 | $5.00K | 0.00% | −149−59.8% | Reduced |
| Smithfield Trust Co | 103 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 105 | $5.00K | 0.00% | +105 | New |
| Triumph Capital Management | 106 | $5.11K | 0.00% | +12+12.8% | Added |
| Evolution Wealth Management Inc. | 110 | $5.30K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 115 | $5.54K | 0.00% | +115 | New |
| SJS Investment Consulting Inc. | 123 | $5.93K | 0.00% | −112−47.7% | Reduced |
| Kerr Financial Planning Corp | 131 | $6.01K | 0.01% | −10−7.1% | Reduced |
| Nisa Investment Advisors, LLC | 126 | $6.07K | 0.00% | +126 | New |
| Basepoint Wealth LLC | 126 | $6.09K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 127 | $6.12K | 0.00% | −12,623−99.0% | Reduced |
| Raffa Wealth Management, LLC | 127 | $6.12K | 0.00% | −1−0.8% | Reduced |
| Principia Wealth Advisory, LLC | 128 | $6.17K | 0.00% | +28+28.0% | Added |
| Financial Network Wealth Advisors LLC | 129 | $6.21K | 0.01% | −16−11.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 134 | $6.46K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 136 | $6.55K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 138 | $6.65K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 139 | $6.70K | 0.00% | +10+7.8% | Added |
| Philadelphia Investment Partners, LLC | 145 | $7.00K | 0.00% | +145 | New |
| Atlantic Edge Private Wealth Management, LLC | 149 | $7.18K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 149 | $7.18K | 0.00% | +30+25.2% | Added |
| TD Capital Management LLC | 159 | $7.66K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 168 | $8.09K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 169 | $8.14K | 0.01% | +8+5.0% | Added |
| Signature Equity Partners, LLC | 171 | $8.24K | 0.00% | −1−0.6% | Reduced |
| Trust Co of Toledo NA | 175 | $8.43K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 196 | $9.44K | 0.00% | −500−71.8% | Reduced |
| Essex Investment Management Co LLC | 200 | $9.64K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 200 | $9.64K | 0.00% | 00.0% | Unchanged |