| Navigoe, LLC | 9 | $0 | 0.00% | +9 | New |
| Addison Advisors LLC | 0 | $9 | 0.00% | −27−100.0% | Reduced |
| IMG Wealth Management, Inc. | 1 | $86 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $86 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 1 | $86 | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 1 | $87 | 0.00% | −2−66.7% | Reduced |
| Clark Wealth Partners | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $134 | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 0 | $173 | 0.00% | 0 | New |
| Maryland Capital Advisors Inc. | 2 | $173 | 0.00% | +2 | New |
| Signature Equity Partners, LLC | 2 | $173 | 0.00% | +2 | New |
| Silver Grove Financial Group, Inc. | 2 | $173 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $208 | 0.00% | +2 | New |
| Financial Consulate, Inc | 3 | $259 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 4 | $340 | 0.00% | +4 | New |
| Nvest Wealth Strategies, Inc. | 4 | $346 | 0.00% | +4 | New |
| West Branch Capital LLC | 5 | $432 | 0.00% | −11−68.8% | Reduced |
| City State Bank | 5 | $432 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5 | $432 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 5 | $432 | 0.00% | 00.0% | Unchanged |
| Sims Investment Management, LLC | 5 | $432 | 0.00% | +5 | New |
| Crewe Advisors LLC | 6 | $518 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $518 | 0.00% | +1+20.0% | Added |
| Bayforest Capital Ltd | 6 | $518 | 0.00% | +6 | New |
| Cedar Mountain Advisors, LLC | 7 | $604 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $604 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 7 | $631 | 0.00% | −61−89.7% | Reduced |
| Archer Investment Corp | 8 | $647 | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 8 | $690 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 8 | $690 | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 8 | $690 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 8 | $690 | 0.00% | +2+33.3% | Added |
| Quaker Wealth Management, LLC | 8 | $691 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 9 | $777 | 0.00% | +6+200.0% | Added |
| Signature Resources Capital Management, LLC | 9 | $777 | 0.00% | +9 | New |
| PayPay Securities Corp | 10 | $863 | 0.03% | −2−16.7% | Reduced |
| Silicon Valley Capital Partners | 10 | $863 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $863 | 0.00% | +10 | New |
| BFSG, LLC | 10 | $864 | 0.00% | −40−80.0% | Reduced |
| Chelsea Counsel Co | 10 | $864 | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10 | $864 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 11 | $949 | 0.00% | +11 | New |
| Salem Investment Counselors Inc | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 12 | $1.04K | 0.00% | +12 | New |
| Osbon Capital Management LLC | 13 | $1.12K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 14 | $1.21K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 14 | $1.21K | 0.00% | +14 | New |
| Dogwood Wealth Management LLC | 14 | $1.21K | 0.00% | +14 | New |
| Ameriflex Group, Inc. | 15 | $1.29K | 0.00% | +15 | New |
| Allied Private Wealth LLC | 15 | $1.31K | 0.00% | +15 | New |
| CNB Bank | 16 | $1.38K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 17 | $1.47K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17 | $1.47K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 18 | $1.55K | 0.00% | +18 | New |
| Manning & Napier Advisors LLC | 20 | $1.72K | 0.00% | +20 | New |
| Field & Main Bank | 20 | $1.73K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 20 | $1.73K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 20 | $1.73K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 20 | $1.73K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 21 | $1.81K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 21 | $1.81K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 21 | $1.81K | 0.00% | +11+110.0% | Added |
| Principia Wealth Advisory, LLC | 23 | $1.99K | 0.00% | +9+64.3% | Added |
| Hantz Financial Services, Inc. | 27 | $2.00K | 0.00% | −9−25.0% | Reduced |
| Capital Advisors, Ltd. LLC | 25 | $2.00K | 0.00% | +3+13.6% | Added |
| West Paces Advisors Inc. | 24 | $2.07K | 0.00% | +24 | New |
| Investors Portfolio Services LLC | 25 | $2.16K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $2.16K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 25 | $2.16K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 25 | $2.16K | 0.00% | +10+66.7% | Added |
| Concord Wealth Partners | 25 | $2.16K | 0.00% | +25 | New |
| Cape Investment Advisory, Inc. | 25 | $2.16K | 0.00% | +25 | New |
| Atlantic Union Bankshares Corp | 26 | $2.25K | 0.00% | +5+23.8% | Added |
| Hara Capital LLC | 28 | $2.42K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 29 | $2.50K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 29 | $2.50K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 30 | $2.59K | 0.00% | +30 | New |
| Wiser Advisor Group LLC | 32 | $2.76K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 32 | $2.76K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 36 | $3.11K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 38 | $3.28K | 0.00% | +2+5.6% | Added |
| JPL Wealth Management, LLC | 38 | $3.28K | 0.00% | +31+442.9% | Added |
| Cornerstone Planning Group LLC | 40 | $3.43K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 40 | $3.45K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 40 | $3.45K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 40 | $3.45K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 40 | $3.45K | 0.00% | +26+185.7% | Added |
| Rialto Wealth Management, LLC | 40 | $3.45K | 0.00% | +20+100.0% | Added |
| TFC Financial Management | 41 | $3.54K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 41 | $3.54K | 0.00% | +41 | New |
| LifeSteps Financial, Inc. | 43 | $3.71K | 0.00% | +43 | New |
| MJT & Associates Financial Advisory Group, Inc. | 43 | $3.71K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 43 | $3.71K | 0.00% | +23+115.0% | Added |
| American Capital Advisory, LLC | 44 | $3.80K | 0.00% | +10+29.4% | Added |
| Bay Harbor Wealth Management, LLC | 44 | $3.80K | 0.00% | +11+33.3% | Added |
| Rossby Financial, LCC | 45 | $3.88K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 46 | $3.97K | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 46 | $3.97K | 0.00% | +46 | New |