| CKW Financial Group | 2 | $0 | 0.00% | +2 | New |
| NBT Bank N A | 1 | $206 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1 | $206 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1 | $206 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $206 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $206 | 0.00% | +1 | New |
| IMG Wealth Management, Inc. | 1 | $206 | 0.00% | +1 | New |
| Nvest Wealth Strategies, Inc. | 1 | $207 | 0.00% | +1 | New |
| Cordant, Inc. | 2 | $401 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $413 | 0.00% | −12−85.7% | Reduced |
| Asset Dedication, LLC | 2 | $413 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $413 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $413 | 0.00% | +2 | New |
| NorthAvenue LLC | 2 | $413 | 0.00% | +2 | New |
| Brooklyn FI, LLC | 3 | $550 | 0.00% | +3 | New |
| Halbert Hargrove Global Advisors, LLC | 3 | $601 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $619 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $619 | 0.00% | +3 | New |
| GoalVest Advisory LLC | 4 | $825 | 0.00% | +4 | New |
| Buck Wealth Strategies, LLC | 4 | $825 | 0.00% | +4 | New |
| Financial Consulate, Inc | 4 | $826 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 4 | $826 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $838 | 0.00% | +4 | New |
| Pin Oak Investment Advisors Inc | 3 | $1.00K | 0.00% | +3 | New |
| Cedar Mountain Advisors, LLC | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 5 | $1.03K | 0.00% | +3+150.0% | Added |
| IFG Advisory, LLC | 5 | $1.03K | 0.00% | +5 | New |
| Trust Co | 6 | $1.24K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6 | $1.24K | 0.00% | +6 | New |
| Frazier Financial Advisors, LLC | 6 | $1.24K | 0.00% | +6 | New |
| Darwin Advisors, LLC | 6 | $1.24K | 0.00% | +1+20.0% | Added |
| Bryn Mawr Trust Co | 7 | $1.44K | 0.00% | +7 | New |
| Anchor Investment Management, LLC | 7 | $1.44K | 0.00% | +7 | New |
| Prestige Wealth Management Group LLC | 7 | $1.45K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 8 | $1.65K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $1.86K | 0.00% | +5+125.0% | Added |
| Planning Strategies Inc. | 9 | $1.86K | 0.00% | +9 | New |
| Richard W. Paul & Associates, LLC | 10 | $2.06K | 0.00% | −112−91.8% | Reduced |
| Investors Portfolio Services LLC | 10 | $2.06K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 10 | $2.06K | 0.00% | +10 | New |
| Central Trust Co | 11 | $2.27K | 0.00% | +6+120.0% | Added |
| Bellevue Asset Management, LLC | 12 | $2.48K | 0.00% | +12 | New |
| Hilton Head Capital Partners, LLC | 12 | $2.48K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 13 | $2.61K | 0.00% | −26−66.7% | Reduced |
| McGuire Capital Advisors Inc | 13 | $2.68K | 0.00% | −66−83.5% | Reduced |
| West Paces Advisors Inc. | 13 | $2.68K | 0.00% | +13 | New |
| Addison Advisors LLC | 13 | $2.68K | 0.00% | −10−43.5% | Reduced |
| Allied Private Wealth LLC | 13 | $2.80K | 0.00% | +13 | New |
| First Command Advisory Services, Inc. | 14 | $2.89K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 19 | $3.00K | 0.00% | +8+72.7% | Added |
| MB, Levis & Associates, LLC | 15 | $3.10K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 15 | $3.10K | 0.00% | +7+87.5% | Added |
| Ameriflex Group, Inc. | 15 | $3.10K | 0.00% | +15 | New |
| Vision Retirement, LLC | 16 | $3.30K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 16 | $3.30K | 0.00% | +2+14.3% | Added |
| Gleason Group, Inc. | 19 | $3.92K | 0.00% | +19 | New |
| Manning & Napier Advisors LLC | 20 | $3.98K | 0.00% | +20 | New |
| Gill Capital Partners, LLC | 20 | $4.13K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 20 | $4.13K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $4.33K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 21 | $4.33K | 0.00% | +11+110.0% | Added |
| Silicon Valley Capital Partners | 22 | $4.54K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 25 | $4.57K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 23 | $4.74K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 26 | $5.37K | 0.00% | +1+4.0% | Added |
| Dogwood Wealth Management LLC | 28 | $5.78K | 0.00% | +23+460.0% | Added |
| Fairscale Capital, LLC | 29 | $5.98K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 30 | $6.19K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 31 | $6.40K | 0.01% | +5+19.2% | Added |
| Downshift Financial, LLC | 31 | $6.40K | 0.00% | +31 | New |
| AdvisorNet Financial, Inc | 32 | $6.60K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 32 | $6.60K | 0.00% | +1+3.2% | Added |
| Rialto Wealth Management, LLC | 32 | $6.60K | 0.00% | +13+68.4% | Added |
| Creative Capital Management Investments LLC | 32 | $6.60K | 0.00% | +32 | New |
| Bay Harbor Wealth Management, LLC | 33 | $6.81K | 0.00% | +8+32.0% | Added |
| Evolution Wealth Management Inc. | 34 | $7.01K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 36 | $7.43K | 0.00% | −732−95.3% | Reduced |
| Salomon & Ludwin, LLC | 36 | $7.53K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 38 | $7.59K | 0.00% | +14+58.3% | Added |
| Vanguard National Trust Co | 37 | $7.63K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 37 | $7.63K | 0.00% | +2+5.7% | Added |
| Hurley Capital, LLC | 38 | $7.84K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 38 | $7.84K | 0.00% | +34+850.0% | Added |
| Valued Wealth Advisors LLC | 39 | $8.05K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 39 | $8.05K | 0.00% | −9−18.8% | Reduced |
| Tradewinds Capital Management, LLC | 40 | $8.25K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 42 | $8.67K | 0.00% | +17+68.0% | Added |
| SOA Wealth Advisors, LLC. | 43 | $8.87K | 0.00% | +43 | New |
| Manchester Capital Management LLC | 43 | $8.87K | 0.00% | +1+2.4% | Added |
| Bare Financial Services, Inc | 43 | $8.87K | 0.00% | +29+207.1% | Added |
| Bruce G. Allen Investments, LLC | 47 | $9.70K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $9.70K | 0.00% | +23+95.8% | Added |
| Cromwell Holdings LLC | 48 | $9.90K | 0.00% | +21+77.8% | Added |
| Sims Investment Management, LLC | 48 | $9.90K | 0.00% | +48 | New |
| Hazlett, Burt & Watson, Inc. | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 49 | $10.1K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 50 | $10.3K | 0.00% | −2,216−97.8% | Reduced |
| Princeton Global Asset Management LLC | 50 | $10.3K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 50 | $10.4K | 0.00% | 00.0% | Unchanged |