| West Oak Capital, LLC | 37 | $0 | 0.00% | −688−94.9% | Reduced |
| Sageworth Trust Co | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 32 | $0 | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 18 | $0 | 0.00% | +13+260.0% | Added |
| Level Financial Advisors, Inc. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 8 | $0 | 0.00% | −12−60.0% | Reduced |
| Steward Financial Group LLC | 72 | $0 | 0.00% | +72 | New |
| Creative Capital Management Investments LLC | 36 | $0 | 0.00% | +36 | New |
| VitalStone Financial, LLC | 6 | $0 | 0.00% | +6 | New |
| Global Trust Asset Management, LLC | 1 | $12 | 0.00% | +1 | New |
| Align Wealth Management, LLC | 4 | $34 | 0.00% | +4 | New |
| Your Advocates Ltd., LLP | 6 | $67 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 6 | $67 | 0.00% | −13−68.4% | Reduced |
| Fiduciary Alliance LLC | 7 | $83 | 0.00% | +7 | New |
| Cedar Wealth Management, LLC | 8 | $89 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $95 | 0.00% | −17−85.0% | Reduced |
| Proffitt & Goodson Inc | 9 | $100 | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 9 | $100 | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 11 | $122 | 0.00% | +11 | New |
| Oliver Lagore Vanvalin Investment Group | 11 | $124 | 0.00% | −46−80.7% | Reduced |
| Slocum, Gordon & Co LLP | 12 | $133 | 0.00% | +12 | New |
| Hoertkorn Richard Charles | 12 | $134 | 0.00% | −111−90.2% | Reduced |
| WestEnd Advisors, LLC | 14 | $156 | 0.00% | −2−12.5% | Reduced |
| Lowe Wealth Advisors, LLC | 15 | $167 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 17 | $189 | 0.00% | −12−41.4% | Reduced |
| Financial Avengers, Inc. | 17 | $191 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 18 | $200 | 0.00% | +18 | New |
| Bradley & Co. Private Wealth Management, LLC | 19 | $211 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 20 | $223 | 0.00% | +20 | New |
| NVWM, LLC | 21 | $234 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 24 | $267 | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 24 | $267 | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 26 | $287 | 0.00% | +1+4.0% | Added |
| Zullo Investment Group, Inc. | 27 | $301 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 27 | $303 | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 33 | $367 | 0.00% | +33 | New |
| Operose Advisors LLC | 33 | $367 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 36 | $401 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 39 | $434 | 0.00% | +39 | New |
| Advanced Asset Management Advisors Inc | 41 | $454 | 0.00% | +41 | New |
| Highline Wealth Partners LLC | 41 | $456 | 0.00% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 42 | $467 | 0.00% | +42 | New |
| Cornerstone Management, Inc. | 42 | $468 | 0.00% | −127−75.1% | Reduced |
| Antonetti Capital Management LLC | 44 | $490 | 0.00% | −48−52.2% | Reduced |
| WFA of San Diego, LLC | 47 | $523 | 0.00% | +47 | New |
| Richard W. Paul & Associates, LLC | 47 | $523 | 0.00% | +47 | New |
| Grey Fox Wealth Advisors, LLC | 47 | $523 | 0.00% | +47 | New |
| Gleason Group, Inc. | 48 | $536 | 0.00% | +1+2.1% | Added |
| Insight Financial Services | 51 | $567 | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 51 | $567 | 0.00% | +51 | New |
| Syverson Strege & Co | 56 | $623 | 0.00% | −114−67.1% | Reduced |
| Abound Wealth Management | 56 | $624 | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 59 | $657 | 0.00% | +59 | New |
| Cedar Mountain Advisors, LLC | 60 | $671 | 0.00% | −1,167−95.1% | Reduced |
| IMA Wealth, Inc. | 61 | $679 | 0.00% | 00.0% | Unchanged |
| Affiance Financial, LLC | 61 | $679 | 0.00% | +61 | New |
| Timber Creek Capital Management LLC | 62 | $690 | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 68 | $757 | 0.00% | −496−87.9% | Reduced |
| Spartan Planning & Wealth Management | 68 | $757 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 323 | $769 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 70 | $774 | 0.00% | +1+1.4% | Added |
| Silicon Valley Capital Partners | 70 | $776 | 0.00% | +70 | New |
| West Financial Advisors, LLC | 73 | $812 | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 75 | $835 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 75 | $835 | 0.00% | +75 | New |
| Bourgeon Capital Management LLC | 81 | $902 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 85 | $946 | 0.00% | −15−15.0% | Reduced |
| Mechanics Financial Corp | 66 | $1.00K | 0.00% | −546−89.2% | Reduced |
| Benjamin Edwards Inc | 74 | $1.00K | 0.00% | −2−2.6% | Reduced |
| Roble, Belko & Company, Inc | 84 | $1.00K | 0.00% | −1−1.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 76 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 116 | $1.00K | 0.00% | +109+1,557.1% | Added |
| CKW Financial Group | 52 | $1.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 78 | $1.00K | 0.00% | +26+50.0% | Added |
| Johnson Midwest Financial, LLC | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 116 | $1.00K | 0.00% | +116 | New |
| Park Place Capital Corp | 111 | $1.00K | 0.00% | +111 | New |
| Western Pacific Wealth Management, LP | 92 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 93 | $1.04K | 0.00% | −48−34.0% | Reduced |
| Live Oak Investment Partners | – | $1.04K | 0.00% | – | New |
| Legend Financial Advisors, Inc. | 94 | $1.05K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 95 | $1.06K | 0.00% | −872−90.2% | Reduced |
| JNBA Financial Advisors | 98 | $1.09K | 0.00% | −711−87.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 101 | $1.12K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 107 | $1.19K | 0.00% | −24−18.3% | Reduced |
| Wolff Wiese Magana LLC | 109 | $1.21K | 0.00% | −2,655−96.1% | Reduced |
| Tradewinds Capital Management, LLC | 117 | $1.30K | 0.00% | +5+4.5% | Added |
| Raffa Wealth Management, LLC | 121 | $1.35K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 124 | $1.38K | 0.00% | −701−85.0% | Reduced |
| Acima Private Wealth, LLC | 124 | $1.38K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 124 | $1.38K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 127 | $1.41K | 0.00% | +100+370.4% | Added |
| Aspire Private Capital, LLC | 134 | $1.49K | 0.00% | 00.0% | Unchanged |