| Keener Financial Planning LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 0 | $8 | 0.00% | 0 | New |
| Colonial Trust Advisors | 1 | $100 | 0.00% | −100−99.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 1 | $100 | 0.00% | −63−98.4% | Reduced |
| Gen-Wealth Partners Inc | 1 | $100 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $200 | 0.00% | +2 | New |
| Turning Point Benefit Group, Inc. | 2 | $205 | 0.00% | +2 | New |
| Horizon Investments, LLC | 3 | $300 | 0.00% | +1+50.0% | Added |
| Anfield Capital Management, LLC | 3 | $300 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $301 | 0.00% | +2+200.0% | Added |
| Seneschal Advisors, LLC | 3 | $301 | 0.00% | +3 | New |
| Financial Consulate, Inc | 4 | $401 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 8 | $455 | 0.00% | −295−97.4% | Reduced |
| Bare Financial Services, Inc | 5 | $500 | 0.00% | −11−68.8% | Reduced |
| Darwin Advisors, LLC | 5 | $500 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 5 | $500 | 0.00% | +5 | New |
| Frazier Financial Advisors, LLC | 5 | $501 | 0.00% | +5 | New |
| Tortoise Investment Management, LLC | 6 | $601 | 0.00% | +1+20.0% | Added |
| ZRC Wealth Management, LLC | 7 | $701 | 0.00% | +7 | New |
| Wealth Watch Advisors, INC | 7 | $701 | 0.00% | +7 | New |
| Geneos Wealth Management Inc. | 8 | $801 | 0.00% | −116−93.5% | Reduced |
| Financial Perspectives, Inc | 8 | $801 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $801 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 9 | $901 | 0.00% | −2−18.2% | Reduced |
| Wolff Wiese Magana LLC | 9 | $901 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 9 | $901 | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 9 | $901 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Rise Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 11 | $1.10K | 0.00% | +1+10.0% | Added |
| Bogart Wealth, LLC | 11 | $1.10K | 0.00% | −72−86.7% | Reduced |
| Mather Group, LLC. | 12 | $1.15K | 0.00% | +12 | New |
| West Branch Capital LLC | 10 | $1.16K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $1.20K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 13 | $1.30K | 0.00% | −47−78.3% | Reduced |
| Rialto Wealth Management, LLC | 13 | $1.30K | 0.00% | −1−7.1% | Reduced |
| TFC Financial Management | 14 | $1.40K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 15 | $1.50K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 15 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 15 | $1.50K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 15 | $1.50K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 16 | $1.60K | 0.00% | +3+23.1% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 17 | $1.70K | 0.00% | +17 | New |
| FSA Wealth Management LLC | 19 | $1.90K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 19 | $1.90K | 0.00% | +8+72.7% | Added |
| Strive Asset Management, LLC | 19 | $1.90K | 0.00% | +19 | New |
| JPL Wealth Management, LLC | 19 | $1.90K | 0.00% | +19 | New |
| Picton Mahoney Asset Management | 19 | $2.00K | 0.00% | −194,404−100.0% | Reduced |
| Valley National Advisers Inc | 20 | $2.00K | 0.00% | +20 | New |
| Pension & Wealth Management Advisors, Inc. | 20 | $2.00K | 0.00% | +20 | New |
| Kilter Group LLC | 21 | $2.10K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 21 | $2.10K | 0.00% | +21 | New |
| Prestige Wealth Management Group LLC | 21 | $2.10K | 0.00% | +9+75.0% | Added |
| Silicon Valley Capital Partners | 22 | $2.20K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $2.40K | 0.00% | +9+60.0% | Added |
| Cromwell Holdings LLC | 24 | $2.40K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 19 | $2.48K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 29 | $2.90K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 32 | $3.00K | 0.00% | +25+357.1% | Added |
| Transamerica Financial Advisors, Inc. | 30 | $3.00K | 0.00% | +30 | New |
| AdvisorNet Financial, Inc | 31 | $3.10K | 0.00% | −500−94.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 31 | $3.19K | 0.00% | −43−58.1% | Reduced |
| Motco | 33 | $3.30K | 0.00% | +14+73.7% | Added |
| Spire Wealth Management | 34 | $3.40K | 0.00% | +2+6.3% | Added |
| DiNuzzo Private Wealth, Inc. | 33 | $3.49K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 35 | $3.50K | 0.00% | +16+84.2% | Added |
| Wall Street Access Asset Management, LLC | 36 | $3.60K | 0.00% | +36 | New |
| Salomon & Ludwin, LLC | 36 | $3.71K | 0.00% | +11+44.0% | Added |
| Valued Wealth Advisors LLC | 39 | $3.90K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 47 | $4.00K | 0.00% | −18−27.7% | Reduced |
| Asset Dedication, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 43 | $4.30K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 44 | $4.40K | 0.00% | +18+69.2% | Added |
| Rothschild Investment LLC | 45 | $4.50K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 46 | $4.60K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 50 | $5.00K | 0.00% | −678−93.1% | Reduced |
| Princeton Global Asset Management LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 50 | $5.03K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 50 | $5.03K | 0.00% | −2−3.8% | Reduced |
| High Note Wealth, LLC | 52 | $5.21K | 0.00% | +52 | New |
| Fortitude Family Office, LLC | 59 | $5.91K | 0.00% | +6+11.3% | Added |
| Marquette Asset Management, LLC | 61 | $6.11K | 0.00% | +61 | New |
| Highline Wealth Partners LLC | 62 | $6.21K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 75 | $6.66K | 0.00% | +50+200.0% | Added |
| Golden State Wealth Management, LLC | 75 | $7.51K | 0.00% | +45+150.0% | Added |
| Sound Income Strategies, LLC | 75 | $8.55K | 0.00% | −46−38.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 90 | $9.01K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 91 | $9.11K | 0.00% | +15+19.7% | Added |
| Adirondack Trust Co | 93 | $9.31K | 0.00% | −20−17.7% | Reduced |
| Inlight Wealth Management, LLC | 95 | $9.51K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 97 | $9.71K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 100 | $10.0K | 0.00% | +100 | New |
| Central Trust Co | 105 | $10.5K | 0.00% | −95−47.5% | Reduced |
| Bell Investment Advisors, Inc | 105 | $10.5K | 0.00% | −13−11.0% | Reduced |