| Cape Investment Advisory, Inc. | 2 | $439 | 0.00% | −6−75.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $439 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $440 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3 | $659 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3 | $659 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 88 | $769 | 0.00% | −27−23.5% | Reduced |
| Davis Capital Management | 4 | $878 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 4 | $879 | 0.00% | +4 | New |
| Westend Capital Management, LLC | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $1.10K | 0.00% | +5 | New |
| Turning Point Benefit Group, Inc. | 5 | $1.11K | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $1.32K | 0.00% | +2+50.0% | Added |
| GPS Wealth Strategies Group, LLC | 6 | $1.32K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $1.76K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.76K | 0.00% | +5+166.7% | Added |
| Flagship Wealth Advisors, LLC | 8 | $1.76K | 0.00% | +8 | New |
| ZRC Wealth Management, LLC | 9 | $1.98K | 0.00% | +9 | New |
| Lowe Wealth Advisors, LLC | 10 | $2.19K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $2.19K | 0.00% | +2+25.0% | Added |
| United Community Bank | 10 | $2.19K | 0.00% | +10 | New |
| Toth Financial Advisory Corp | 10 | $2.20K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 11 | $2.42K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 11 | $2.42K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 12 | $2.63K | 0.00% | +12 | New |
| Quent Capital, LLC | 12 | $2.63K | 0.00% | +12 | New |
| Pineridge Advisors LLC | 13 | $2.85K | 0.00% | −45−77.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Texas Capital Bancshares Inc | 14 | $3.07K | 0.00% | +14 | New |
| Altshuler Shaham Ltd | 14 | $3.07K | 0.00% | +14 | New |
| TFC Financial Management | 14 | $3.08K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 14 | $3.11K | 0.00% | +14 | New |
| Family Legacy Financial Solutions, LLC | 15 | $3.29K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 15 | $3.29K | 0.00% | +15 | New |
| Cedar Mountain Advisors, LLC | 15 | $3.29K | 0.00% | +15 | New |
| Beaird Harris Wealth Management, LLC | 15 | $3.29K | 0.00% | +15 | New |
| Wealth Watch Advisors, INC | 15 | $3.29K | 0.00% | +15 | New |
| Maseco LLP | 15 | $3.30K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 15 | $3.41K | 0.00% | −103−87.3% | Reduced |
| FSA Wealth Management LLC | 18 | $3.95K | 0.00% | +18 | New |
| Bay Harbor Wealth Management, LLC | 19 | $4.17K | 0.00% | +5+35.7% | Added |
| Wealth Preservation Advisors, LLC | 19 | $4.17K | 0.00% | +19 | New |
| Winch Advisory Services, LLC | 19 | $4.20K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 20 | $4.39K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 20 | $4.39K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 22 | $4.83K | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 24 | $5.00K | 0.00% | +24 | New |
| Park Place Capital Corp | 24 | $5.27K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 24 | $5.29K | 0.00% | +24 | New |
| High Note Wealth, LLC | 25 | $5.49K | 0.00% | +13+108.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 25 | $5.49K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 27 | $5.58K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 26 | $5.71K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 27 | $5.93K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 27 | $5.93K | 0.00% | +27 | New |
| Capital Advisors, Ltd. LLC | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 28 | $6.15K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 29 | $6.40K | 0.01% | −2−6.5% | Reduced |
| Sterling Capital Management LLC | 30 | $6.59K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 30 | $6.59K | 0.00% | +14+87.5% | Added |
| Quarry LP | 30 | $6.59K | 0.00% | +30 | New |
| Dunhill Financial, LLC | 30 | $6.61K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 31 | $7.00K | 0.00% | +31 | New |
| TruNorth Capital Management, LLC | 32 | $7.03K | 0.00% | +32 | New |
| Hughes Financial Services, LLC | 30 | $7.43K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 38 | $8.34K | 0.00% | +25+192.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 39 | $8.56K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 40 | $8.78K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 41 | $9.00K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 42 | $9.22K | 0.00% | +42 | New |
| Redmont Wealth Advisors LLC | 43 | $9.44K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 44 | $9.66K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 45 | $9.88K | 0.00% | +21+87.5% | Added |
| Harvest Fund Management Co., Ltd | 44 | $10.0K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 47 | $10.4K | 0.00% | +2+4.4% | Added |
| Kilter Group LLC | 48 | $10.5K | 0.00% | +10+26.3% | Added |
| Main Street Group, LTD | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 51 | $11.2K | 0.00% | 00.0% | Unchanged |
| City State Bank | 51 | $11.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 52 | $11.4K | 0.00% | −142−73.2% | Reduced |
| Fourth Dimension Wealth, LLC | 52 | $11.4K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 52 | $11.4K | 0.00% | +52 | New |
| Wolff Wiese Magana LLC | 54 | $11.9K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 54 | $11.9K | 0.00% | +54 | New |
| Financial Consulate, Inc | 55 | $12.1K | 0.00% | +55 | New |
| Creative Financial Designs Inc | 56 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 57 | $12.5K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 58 | $12.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 58 | $12.7K | 0.00% | +25+75.8% | Added |
| Rialto Wealth Management, LLC | 58 | $12.7K | 0.00% | +3+5.5% | Added |
| American National Bank | 58 | $12.7K | 0.00% | +40+222.2% | Added |
| Center for Financial Planning, Inc. | 59 | $13.0K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 60 | $13.2K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 61 | $13.6K | 0.00% | −37−37.8% | Reduced |
| Howard Hughes Medical Institute | 64 | $14.1K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 64 | $14.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 64 | $14.1K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 65 | $14.3K | 0.00% | +65 | New |
| MJT & Associates Financial Advisory Group, Inc. | 68 | $14.9K | 0.01% | 00.0% | Unchanged |