| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| CrossGen Wealth, LLC | 1 | $211 | 0.00% | −180−99.4% | Reduced |
| IMA Wealth, Inc. | 1 | $211 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $211 | 0.00% | +1 | New |
| Spectrum Wealth Advisory Group, LLC | 1 | $211 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $211 | 0.00% | +1 | New |
| Salomon & Ludwin, LLC | 1 | $212 | 0.00% | −7−87.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 2 | $316 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $421 | 0.00% | −3−60.0% | Reduced |
| Davis Capital Management | 2 | $421 | 0.00% | −2−50.0% | Reduced |
| Motco | 2 | $421 | 0.00% | +2 | New |
| Mascoma Wealth Management LLC | 2 | $421 | 0.00% | +2 | New |
| Morton Brown Family Wealth, LLC | 2 | $421 | 0.00% | +2 | New |
| Timbuktu Capital Management, LLC | 2 | $421 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $422 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $422 | 0.00% | +1+100.0% | Added |
| DecisionPoint Financial, LLC | 2 | $425 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $632 | 0.00% | −13−81.3% | Reduced |
| Hughes Financial Services, LLC | 3 | $632 | 0.00% | −1−25.0% | Reduced |
| Tradewinds Capital Management, LLC | 3 | $632 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3 | $632 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $632 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 3 | $632 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 3 | $632 | 0.00% | +3 | New |
| Peterson Wealth Services | 3 | $652 | 0.00% | −1,267−99.8% | Reduced |
| American Capital Advisory, LLC | 4 | $843 | 0.00% | +1+33.3% | Added |
| Basepoint Wealth LLC | 4 | $856 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 5 | $1.05K | 0.00% | −20−80.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $1.22K | 0.00% | −2−28.6% | Reduced |
| Bogart Wealth, LLC | 7 | $1.47K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 7 | $1.51K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 7 | $1.57K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 7 | $1.64K | 0.00% | +7 | New |
| Whipplewood Advisors, LLC | 8 | $1.69K | 0.00% | −24−75.0% | Reduced |
| Kilter Group LLC | 8 | $1.69K | 0.00% | −3−27.3% | Reduced |
| Geneos Wealth Management Inc. | 8 | $1.69K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 8 | $1.69K | 0.00% | +7+700.0% | Added |
| CoreCap Advisors, LLC | 8 | $1.69K | 0.00% | +8 | New |
| Planning Strategies Inc. | 8 | $1.69K | 0.00% | +8 | New |
| Triumph Capital Management | 9 | $1.90K | 0.00% | −41−82.0% | Reduced |
| SHP Wealth Management | 9 | $1.90K | 0.00% | +2+28.6% | Added |
| HFM Investment Advisors, LLC | 9 | $1.90K | 0.00% | +4+80.0% | Added |
| Avion Wealth | 13 | $2.00K | 0.00% | +9+225.0% | Added |
| Grove Bank & Trust | 10 | $2.11K | 0.00% | −3−23.1% | Reduced |
| Lodestone Wealth Management LLC | 10 | $2.11K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 10 | $2.11K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $2.11K | 0.00% | +4+66.7% | Added |
| Transamerica Financial Advisors, Inc. | 11 | $2.32K | 0.00% | −13−54.2% | Reduced |
| Golden State Equity Partners | 11 | $2.32K | 0.01% | −6−35.3% | Reduced |
| Prosperity Bancshares Inc | 11 | $2.32K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 12 | $2.53K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 12 | $2.53K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 15 | $3.16K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 15 | $3.24K | 0.00% | −2−11.8% | Reduced |
| Aventura Private Wealth, LLC | 16 | $3.37K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 18 | $3.79K | 0.00% | +18 | New |
| Rialto Wealth Management, LLC | 18 | $3.79K | 0.00% | +6+50.0% | Added |
| Solstein Capital, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 19 | $4.00K | 0.00% | +19 | New |
| Cedar Mountain Advisors, LLC | 20 | $4.21K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 21 | $4.38K | 0.00% | −4−16.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 20 | $4.42K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 22 | $4.63K | 0.00% | +22 | New |
| Ameritas Advisory Services, LLC | 22 | $4.63K | 0.00% | +22 | New |
| United Financial Planning Group LLC | 22 | $4.63K | 0.00% | +22 | New |
| Richard W. Paul & Associates, LLC | 23 | $4.84K | 0.00% | −49−68.1% | Reduced |
| Clear Street Markets LLC | 23 | $4.84K | 0.00% | +7+43.8% | Added |
| Quarry LP | 23 | $4.84K | 0.00% | +23 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 23 | $4.84K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 24 | $5.05K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 25 | $5.26K | 0.00% | −61−70.9% | Reduced |
| Delta Asset Management LLC | 25 | $5.26K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 26 | $5.47K | 0.00% | −63−70.8% | Reduced |
| Bell Investment Advisors, Inc | 26 | $5.47K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 26 | $5.47K | 0.00% | +1+4.0% | Added |
| SBI Securities Co., Ltd. | 26 | $5.47K | 0.00% | +6+30.0% | Added |
| UMA Financial Services, Inc. | 27 | $5.69K | 0.00% | +5+22.7% | Added |
| Private Wealth Management Group, LLC | 28 | $5.90K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 30 | $6.32K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 30 | $6.32K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 32 | $6.74K | 0.00% | +32 | New |
| Pacific Center for Financial Services | 32 | $6.74K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 33 | $6.95K | 0.00% | +33 | New |
| Ogorek Anthony Joseph | 34 | $7.00K | 0.00% | +18+112.5% | Added |
| Golden State Wealth Management, LLC | 33 | $7.01K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 34 | $7.16K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 34 | $7.16K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 34 | $7.16K | 0.01% | +16+88.9% | Added |
| IMG Wealth Management, Inc. | 34 | $7.16K | 0.00% | +34 | New |
| Financial Management Professionals, Inc. | 35 | $7.37K | 0.00% | −1−2.8% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 37 | $7.79K | 0.00% | +37 | New |
| Manchester Capital Management LLC | 38 | $8.00K | 0.00% | −18−32.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 39 | $8.21K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 40 | $8.42K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 41 | $8.63K | 0.00% | +2+5.1% | Added |