| Navigoe, LLC | 13 | $0 | 0.00% | +13 | New |
| Copia Wealth Management | 1 | $76 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $76 | 0.00% | +1 | New |
| TFC Financial Management | 2 | $153 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $153 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 3 | $230 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 4 | $306 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 4 | $306 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 4 | $306 | 0.00% | +4 | New |
| Strive Financial Group ,LLC | 4 | $306 | 0.00% | +4 | New |
| McGuire Capital Advisors Inc | 5 | $382 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $458 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $458 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 7 | $535 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 7 | $535 | 0.00% | +1+16.7% | Added |
| DecisionPoint Financial, LLC | 7 | $537 | 0.00% | +7 | New |
| Halbert Hargrove Global Advisors, LLC | 7 | $568 | 0.00% | +7 | New |
| Arlington Trust Co LLC | 8 | $611 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 8 | $611 | 0.00% | +5+166.7% | Added |
| Quaker Wealth Management, LLC | 9 | $688 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $688 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 9 | $688 | 0.00% | +9 | New |
| Markowski Investments | 10 | $763 | 0.00% | +10 | New |
| Colonial Trust Co | 10 | $764 | 0.00% | −2,000−99.5% | Reduced |
| Abound Wealth Management | 10 | $764 | 0.00% | −68−87.2% | Reduced |
| Wolff Wiese Magana LLC | 10 | $764 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 12 | $917 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 13 | $993 | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 13 | $993 | 0.00% | +13 | New |
| Nvest Wealth Strategies, Inc. | 13 | $994 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 13 | $994 | 0.00% | +6+85.7% | Added |
| Sittner & Nelson, LLC | 13 | $994 | 0.00% | +13 | New |
| Spectrum Wealth Advisory Group, LLC | 15 | $1.15K | 0.00% | +15 | New |
| NVWM, LLC | 16 | $1.22K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 16 | $1.22K | 0.00% | +16 | New |
| Dunhill Financial, LLC | 16 | $1.30K | 0.00% | −4−20.0% | Reduced |
| Lloyd Advisory Services, LLC. | 17 | $1.30K | 0.00% | −802−97.9% | Reduced |
| Washington Trust Advisors, Inc. | 17 | $1.30K | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 17 | $1.30K | 0.00% | +17 | New |
| Kozak & Associates, Inc. | 18 | $1.36K | 0.00% | −8−30.8% | Reduced |
| 1015 Capital Partners, LLC | 18 | $1.38K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 20 | $1.53K | 0.00% | −41−67.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $1.53K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 21 | $1.60K | 0.00% | −1,278−98.4% | Reduced |
| MPWM Advisory Solutions, LLC | 21 | $1.60K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 21 | $1.62K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 22 | $1.68K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 24 | $1.83K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 24 | $1.83K | 0.00% | +24 | New |
| Ankerstar Wealth, LLC | 25 | $1.91K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 26 | $1.99K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 26 | $1.99K | 0.00% | +26 | New |
| Penserra Capital Management LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 29 | $2.22K | 0.00% | +13+81.3% | Added |
| Evolution Wealth Management Inc. | 30 | $2.29K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 31 | $2.34K | 0.00% | −26,383−99.9% | Reduced |
| Hughes Financial Services, LLC | 31 | $2.37K | 0.00% | +15+93.8% | Added |
| Principia Wealth Advisory, LLC | 32 | $2.44K | 0.00% | +2+6.7% | Added |
| NBT Bank N A | 34 | $2.60K | 0.00% | −500−93.6% | Reduced |
| Golden State Equity Partners | 35 | $2.67K | 0.01% | −8,861−99.6% | Reduced |
| C M Bidwell & Associates Ltd | 37 | $2.83K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 35 | $2.83K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 39 | $3.00K | 0.00% | +39 | New |
| J.Safra Asset Management Corp | 40 | $3.06K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 42 | $3.21K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 42 | $3.21K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 42 | $3.21K | 0.00% | +3+7.7% | Added |
| Bay Harbor Wealth Management, LLC | 43 | $3.29K | 0.00% | +11+34.4% | Added |
| Rakuten Securities, Inc. | 45 | $3.44K | 0.00% | −610−93.1% | Reduced |
| Synergy Investment Management, LLC | 50 | $3.82K | 0.00% | −3−5.7% | Reduced |
| Parvin Asset Management, LLC | 50 | $3.82K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 50 | $3.82K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 51 | $3.90K | 0.00% | +4+8.5% | Added |
| Asset Dedication, LLC | 52 | $3.97K | 0.00% | +52 | New |
| Maryland Capital Advisors Inc. | 52 | $3.97K | 0.00% | +52 | New |
| West Paces Advisors Inc. | 54 | $4.13K | 0.00% | +54 | New |
| Torren Management, LLC | 55 | $4.21K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 56 | $4.28K | 0.00% | +56 | New |
| BOK Financial Private Wealth, Inc. | 57 | $4.36K | 0.00% | +57 | New |
| Princeton Global Asset Management LLC | 60 | $4.58K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 61 | $4.69K | 0.00% | −1,000−94.3% | Reduced |
| Addison Advisors LLC | 62 | $4.74K | 0.00% | −573−90.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 65 | $4.97K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 65 | $4.97K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 67 | $5.12K | 0.00% | +21+45.7% | Added |
| Burk Holdings LLC | 68 | $5.16K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 73 | $5.55K | 0.00% | +1+1.4% | Added |
| Tower Trust & Investment Co | 74 | $5.65K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 75 | $5.73K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 76 | $5.81K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 76 | $5.81K | 0.00% | −400−84.0% | Reduced |
| Smithfield Trust Co | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 79 | $6.04K | 0.00% | +36+83.7% | Added |
| Rialto Wealth Management, LLC | 84 | $6.42K | 0.00% | +24+40.0% | Added |
| RMG Wealth Management LLC | 81 | $6.46K | 0.00% | +81 | New |
| Osbon Capital Management LLC | 90 | $6.88K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 92 | $7.03K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 93 | $7.11K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 84 | $7.36K | 0.00% | +13+18.3% | Added |