| Financial Enhancement Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $0 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 10 | $1.00K | 0.03% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 12 | $1.00K | 0.00% | −7−36.8% | Reduced |
| Retirement Group, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 15 | $1.00K | 0.00% | +9+150.0% | Added |
| Column Capital Advisors, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Surevest, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Ford Financial Group, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Core Alternative Capital | 14 | $1.00K | 0.00% | +14 | New |
| Addison Advisors LLC | 9 | $1.00K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Cassady Schiller Wealth Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| JNBA Financial Advisors | 22 | $2.00K | 0.00% | −147−87.0% | Reduced |
| Edge Wealth Management LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 21 | $2.00K | 0.00% | +1+5.0% | Added |
| SOA Wealth Advisors, LLC. | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 22 | $2.00K | 0.00% | +22 | New |
| KB Financial Partners, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Widmann Financial Services, Inc. | 27 | $2.00K | 0.00% | +27 | New |
| Laffer Tengler Investments | 26 | $2.32K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $2.35K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 36 | $3.00K | 0.00% | −10,376−99.7% | Reduced |
| Hanson & Doremus Investment Management | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 33 | $3.00K | 0.00% | +33 | New |
| First Personal Financial Services | 47 | $4.00K | 0.00% | −900−95.0% | Reduced |
| Brown Brothers Harriman & Co | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 44 | $4.00K | 0.00% | −3−6.4% | Reduced |
| Atwood & Palmer Inc | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 43 | $4.00K | 0.00% | +41+2,050.0% | Added |
| Versant Capital Management, Inc | 57 | $5.00K | 0.00% | −4−6.6% | Reduced |
| Baystate Wealth Management LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 58 | $5.00K | 0.00% | +58 | New |
| JFS Wealth Advisors, LLC | 54 | $5.00K | 0.00% | +54 | New |
| Ahl Investment Management, Inc. | 54 | $5.00K | 0.00% | +54 | New |
| Avion Wealth | 73 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 66 | $6.00K | 0.00% | +34+106.3% | Added |
| FSB Premier Wealth Management, Inc. | 75 | $6.00K | 0.00% | +75 | New |
| Arlington Partners LLC | 74 | $6.00K | 0.00% | +74 | New |
| Sterling Investment Advisors, Ltd. | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 88 | $7.67K | 0.01% | +88 | New |
| Bell Investment Advisors, Inc | 90 | $8.00K | 0.00% | +15+20.0% | Added |
| Raleigh Capital Management Inc. | 97 | $8.00K | 0.01% | +97 | New |
| Glen Eagle Advisors, LLC | 100 | $8.72K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 99 | $9.00K | 0.00% | +15+17.9% | Added |
| Resolute Partners Group | 100 | $9.00K | 0.00% | +30+42.9% | Added |
| Tyler-Stone Wealth Management | 100 | $9.00K | 0.00% | +100 | New |
| West Paces Advisors Inc. | 114 | $9.94K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 110 | $10.0K | 0.00% | +5+4.8% | Added |
| Clearstead Advisors, LLC | 123 | $11.0K | 0.00% | −391−76.1% | Reduced |
| Earnest Partners LLC | 128 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 126 | $11.0K | 0.00% | +126 | New |
| TAP Consulting, LLC | 121 | $11.0K | 0.00% | +121 | New |
| Wolff Wiese Magana LLC | 146 | $13.0K | 0.01% | −24−14.1% | Reduced |
| Amplius Wealth Advisors, LLC | 154 | $13.0K | 0.00% | +154 | New |
| Motco | 166 | $14.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 156 | $14.0K | 0.00% | +156 | New |
| Sutton Wealth Advisors Inc. | 168 | $14.6K | 0.00% | +22+15.1% | Added |
| Allworth Financial LP | 169 | $15.0K | 0.00% | −699−80.5% | Reduced |
| Massmutual Trust Co FSB | 187 | $16.0K | 0.00% | −4,748−96.2% | Reduced |
| Ten Capital Wealth Advisors, LLC | 189 | $16.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 183 | $16.0K | 0.00% | +172+1,563.6% | Added |
| Cambridge Trust Co | 186 | $16.0K | 0.00% | +186 | New |
| Twin Lakes Capital Management, LLC | 196 | $17.0K | 0.01% | +1+0.5% | Added |
| Concord Wealth Partners | 194 | $17.0K | 0.00% | +139+252.7% | Added |
| TD Ameritrade Investment Management, LLC | 209 | $18.0K | 0.00% | −767−78.6% | Reduced |
| Tarbox Family Office, Inc. | 219 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 216 | $19.0K | 0.02% | +216 | New |
| Westside Investment Management, Inc. | 231 | $20.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 225 | $20.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 230 | $20.0K | 0.00% | +230 | New |
| Byrne Asset Management LLC | 225 | $20.0K | 0.01% | +225 | New |
| Clean Yield Group | 255 | $22.0K | 0.01% | +255 | New |
| American State Bank (Iowa) | 257 | $22.4K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 263 | $23.0K | 0.01% | +50+23.5% | Added |
| TCTC Holdings, LLC | 275 | $24.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 290 | $25.0K | 0.03% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 288 | $25.0K | 0.02% | +288 | New |
| Zullo Investment Group, Inc. | 290 | $25.0K | 0.01% | +290 | New |
| Delta Asset Management LLC | 300 | $26.0K | 0.00% | −34−10.2% | Reduced |
| Central Bank & Trust Co | 300 | $26.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 300 | $26.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 312 | $27.0K | 0.00% | −6−1.9% | Reduced |