| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | −10−83.3% | Reduced |
| Planning Capital Management Corp | 1 | $49 | 0.00% | +1 | New |
| Bare Financial Services, Inc | 2 | $91 | 0.00% | +2 | New |
| Main Street Group, LTD | 3 | $145 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 4 | $195 | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 5 | $244 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $292 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $292 | 0.00% | +6 | New |
| Gradient Investments LLC | 9 | $438 | 0.00% | +9 | New |
| Hollencrest Capital Management | 10 | $487 | 0.00% | −614−98.4% | Reduced |
| Highline Wealth Partners LLC | 11 | $535 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 11 | $535 | 0.00% | +11 | New |
| Asset Dedication, LLC | 11 | $536 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 11 | $536 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 12 | $584 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 13 | $633 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 14 | $681 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 14 | $681 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $780 | 0.00% | −8−33.3% | Reduced |
| Raffa Wealth Management, LLC | 17 | $827 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 17 | $828 | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 18 | $876 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 19 | $925 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 19 | $925 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 20 | $928 | 0.00% | +20 | New |
| Beaird Harris Wealth Management, LLC | 20 | $974 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $1.00K | 0.00% | +11+110.0% | Added |
| Prestige Wealth Management Group LLC | 24 | $1.17K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $1.22K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $1.22K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 25 | $1.22K | 0.00% | +25 | New |
| True Wealth Design, LLC | 27 | $1.31K | 0.00% | +10+58.8% | Added |
| VisionPoint Advisory Group, LLC | 28 | $1.36K | 0.00% | −15−34.9% | Reduced |
| WFA Asset Management Corp | 30 | $1.46K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 30 | $1.46K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 30 | $1.46K | 0.00% | +30 | New |
| Aspect Partners, LLC | 32 | $1.56K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 34 | $1.66K | 0.00% | +13+61.9% | Added |
| Pacific Center for Financial Services | 35 | $1.71K | 0.00% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 39 | $1.90K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $2.00K | 0.00% | −8−14.0% | Reduced |
| JJJ Advisors Inc. | 45 | $2.19K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 47 | $2.29K | 0.00% | −97−67.4% | Reduced |
| Front Row Advisors LLC | 50 | $2.43K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 50 | $2.43K | 0.00% | +50 | New |
| Lynx Investment Advisory | 50 | $2.43K | 0.00% | +50 | New |
| Opal Wealth Advisors, LLC | 51 | $2.48K | 0.00% | −5−8.9% | Reduced |
| Kessler Investment Group, LLC | 51 | $2.48K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 51 | $2.48K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 51 | $2.48K | 0.00% | +6+13.3% | Added |
| DiNuzzo Private Wealth, Inc. | 52 | $2.53K | 0.00% | +13+33.3% | Added |
| McIlrath & Eck, LLC | 56 | $2.73K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 57 | $2.77K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 60 | $2.92K | 0.00% | +60 | New |
| Triad Wealth Partners, LLC | 60 | $2.92K | 0.00% | +60 | New |
| CKW Financial Group | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 62 | $3.02K | 0.00% | +62 | New |
| Criterion Capital Advisors, LLC | 63 | $3.07K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 64 | $3.11K | 0.00% | +64 | New |
| Bruce G. Allen Investments, LLC | 65 | $3.16K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 66 | $3.21K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 68 | $3.31K | 0.00% | +1+1.5% | Added |
| Byrne Asset Management LLC | 70 | $3.37K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 74 | $3.60K | 0.00% | +74 | New |
| Abound Wealth Management | 75 | $3.65K | 0.00% | −15−16.7% | Reduced |
| Hexagon Capital Partners LLC | 75 | $3.65K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 79 | $3.84K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 83 | $4.04K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 86 | $4.18K | 0.00% | +86 | New |
| Silicon Valley Capital Partners | 90 | $4.38K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 90 | $4.38K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 99 | $4.82K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 100 | $4.87K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 100 | $4.87K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 100 | $5.00K | 0.00% | +100 | New |
| Redmont Wealth Advisors LLC | 103 | $5.01K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 105 | $5.11K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 105 | $5.11K | 0.00% | +105 | New |
| Salem Investment Counselors Inc | 115 | $5.60K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 120 | $5.84K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 125 | $6.08K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 125 | $6.08K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 125 | $6.08K | 0.00% | 00.0% | Unchanged |
| City State Bank | 135 | $6.57K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 139 | $6.76K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 140 | $6.81K | 0.00% | +100+250.0% | Added |
| Fortis Group Advisors, LLC | 142 | $6.91K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 142 | $6.91K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 143 | $6.96K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 150 | $7.30K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 153 | $7.45K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 155 | $7.54K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 159 | $7.74K | 0.00% | +55+52.9% | Added |
| TSFG, LLC | 164 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 181 | $8.44K | 0.00% | +18+11.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 188 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 183 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 185 | $9.00K | 0.00% | +21+12.8% | Added |
| Farmers & Merchants Investments Inc | 195 | $9.49K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 200 | $9.73K | 0.00% | 00.0% | Unchanged |