| Basepoint Wealth LLC | 2 | $65 | 0.00% | −124−98.4% | Reduced |
| Darwin Advisors, LLC | 2 | $106 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 4 | $170 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 5 | $213 | 0.00% | +5 | New |
| Tidemark, LLC | 8 | $341 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 8 | $341 | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 9 | $384 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $470 | 0.00% | −355−97.0% | Reduced |
| Gill Capital Partners, LLC | 14 | $597 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 14 | $598 | 0.00% | +8+133.3% | Added |
| Silicon Valley Capital Partners | 15 | $640 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 16 | $683 | 0.00% | −72−81.8% | Reduced |
| Bayban | 18 | $768 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 19 | $811 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 19 | $811 | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 19 | $811 | 0.00% | +19 | New |
| Oakworth Capital, Inc. | 20 | $853 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 23 | $982 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 25 | $1.07K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 26 | $1.10K | 0.00% | +26 | New |
| Marshall Investment Management, LLC | 26 | $1.11K | 0.00% | +26 | New |
| Highland Investment Advisors LLC | 28 | $1.19K | 0.00% | +28 | New |
| Coastline Trust Co | 30 | $1.28K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 30 | $1.28K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 30 | $1.28K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 31 | $1.32K | 0.00% | −24−43.6% | Reduced |
| Horizon Financial Services, LLC | 31 | $1.32K | 0.00% | +31 | New |
| American Capital Advisory, LLC | 32 | $1.37K | 0.00% | −95−74.8% | Reduced |
| Godfrey Financial Associates, Inc. | 33 | $1.41K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 33 | $1.41K | 0.00% | +2+6.5% | Added |
| Arlington Trust Co LLC | 38 | $1.62K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 40 | $1.71K | 0.00% | +40 | New |
| Elequin Capital LP | 41 | $1.75K | 0.00% | +41 | New |
| MV Capital Management, Inc. | 42 | $1.79K | 0.00% | −21−33.3% | Reduced |
| Action Point Financial Planning, LLC | 42 | $1.79K | 0.00% | +42 | New |
| North Star Investment Management Corp. | 47 | $2.00K | 0.00% | +1+2.2% | Added |
| Strive Financial Group ,LLC | 48 | $2.05K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 49 | $2.09K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 49 | $2.09K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 50 | $2.13K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 55 | $2.35K | 0.00% | −72−56.7% | Reduced |
| Quent Capital, LLC | 57 | $2.43K | 0.00% | +57 | New |
| Dogwood Wealth Management LLC | 64 | $2.73K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 65 | $2.77K | 0.00% | +65 | New |
| Tradewinds Capital Management, LLC | 70 | $2.99K | 0.00% | +70 | New |
| Hoey Investments, Inc | 72 | $3.07K | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 72 | $3.07K | 0.00% | +72 | New |
| Allied Private Wealth LLC | 72 | $3.08K | 0.00% | +72 | New |
| Princeton Global Asset Management LLC | 72 | $3.09K | 0.00% | +46+176.9% | Added |
| Addison Advisors LLC | 74 | $3.16K | 0.00% | −985−93.0% | Reduced |
| Rossby Financial, LCC | 74 | $3.16K | 0.00% | +8+12.1% | Added |
| JDM Financial Group LLC | 76 | $3.24K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 80 | $3.41K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 80 | $3.41K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 82 | $3.50K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 84 | $3.58K | 0.00% | −44−34.4% | Reduced |
| Harbor Asset Planning, Inc. | 86 | $3.67K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 88 | $3.75K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 89 | $3.80K | 0.00% | −2,488−96.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 90 | $3.82K | 0.00% | +4+4.7% | Added |
| Kozak & Associates, Inc. | 92 | $3.83K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 93 | $3.97K | 0.00% | −43−31.6% | Reduced |
| Smithfield Trust Co | 103 | $4.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 105 | $4.00K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 94 | $4.01K | 0.02% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 95 | $4.05K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 96 | $4.09K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $4.27K | 0.00% | −100−50.0% | Reduced |
| Pflug Koory, LLC | 100 | $4.27K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $4.27K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 101 | $4.31K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 101 | $4.31K | 0.00% | +65+180.6% | Added |
| Triumph Capital Management | 103 | $4.39K | 0.00% | −3−2.8% | Reduced |
| Whipplewood Advisors, LLC | 105 | $4.48K | 0.00% | −682−86.7% | Reduced |
| Creative Financial Designs Inc | 107 | $4.57K | 0.00% | −42−28.2% | Reduced |
| Compass Financial Management LLC | 109 | $4.67K | 0.00% | +109 | New |
| Evolution Wealth Management Inc. | 110 | $4.69K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 114 | $4.86K | 0.00% | +41+56.2% | Added |
| Key Financial Inc | 115 | $4.91K | 0.00% | −181−61.1% | Reduced |
| Winch Advisory Services, LLC | 121 | $5.15K | 0.00% | +121 | New |
| Ameriflex Group, Inc. | 130 | $5.55K | 0.00% | +130 | New |
| Kerr Financial Planning Corp | 131 | $5.59K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 134 | $5.72K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 138 | $5.89K | 0.01% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 140 | $5.97K | 0.00% | +140 | New |
| Golden State Equity Partners | 144 | $6.14K | 0.02% | −6,669−97.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 149 | $6.36K | 0.00% | −98−39.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 149 | $6.36K | 0.00% | 00.0% | Unchanged |
| Philadelphia Investment Partners, LLC | 151 | $6.44K | 0.00% | +6+4.1% | Added |
| Fourth Dimension Wealth, LLC | 157 | $6.70K | 0.00% | +157 | New |
| Retirement Wealth Solutions LLC | 159 | $6.78K | 0.00% | −10−5.9% | Reduced |
| TD Capital Management LLC | 159 | $6.78K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 168 | $7.17K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 173 | $7.38K | 0.00% | −45−20.6% | Reduced |
| Trust Co of Toledo NA | 175 | $7.47K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 175 | $7.47K | 0.00% | +136+348.7% | Added |
| SHP Wealth Management | 193 | $8.23K | 0.00% | +54+38.8% | Added |
| UMA Financial Services, Inc. | 194 | $8.28K | 0.00% | −395−67.1% | Reduced |