| Coston, McIsaac & Partners | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| CBIZ Investment Advisory Services, LLC | 3 | $329 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 0 | $381 | 0.00% | 0 | New |
| DecisionPoint Financial, LLC | 1 | $431 | 0.00% | +1 | New |
| Triumph Capital Management | 1 | $483 | 0.00% | +1 | New |
| Game Plan Financial Advisors, LLC | 1 | $483 | 0.00% | +1 | New |
| Quarry LP | 1 | $483 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $483 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $484 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 1 | $537 | 0.00% | +1 | New |
| Atomic Invest LLC | 1 | $648 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $773 | 0.00% | +2 | New |
| Montag A & Associates Inc | 2 | $845 | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 2 | $850 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2 | $966 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $966 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $966 | 0.02% | +2 | New |
| CKW Financial Group | 2 | $1.00K | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 3 | $1.36K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $1.45K | 0.00% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 3 | $1.45K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $1.45K | 0.00% | +2+200.0% | Added |
| Financial Consulate, Inc | 3 | $1.45K | 0.00% | +1+50.0% | Added |
| Dunhill Financial, LLC | 3 | $1.59K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $1.93K | 0.00% | +2+100.0% | Added |
| Principia Wealth Advisory, LLC | 4 | $1.93K | 0.00% | +3+300.0% | Added |
| High Note Wealth, LLC | 4 | $1.93K | 0.00% | +4 | New |
| Wilkerson Advisory Group LLC | 4 | $1.93K | 0.00% | +4 | New |
| Brooklyn FI, LLC | 6 | $1.99K | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 5 | $2.42K | 0.00% | +2+66.7% | Added |
| Creative Capital Management Investments LLC | 5 | $2.42K | 0.00% | +5 | New |
| Barnes Dennig Private Wealth Management LLC | 5 | $2.42K | 0.00% | +5 | New |
| Atwood & Palmer Inc | 5 | $2.42K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 6 | $2.90K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $2.90K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $2.90K | 0.00% | +1+20.0% | Added |
| HFM Investment Advisors, LLC | 6 | $2.90K | 0.00% | +6 | New |
| Capital Analysts, LLC | 6 | $3.00K | 0.00% | +6 | New |
| Cape Investment Advisory, Inc. | 7 | $3.38K | 0.00% | +7 | New |
| SHP Wealth Management | 9 | $4.35K | 0.00% | −10−52.6% | Reduced |
| North Star Investment Management Corp. | 9 | $4.35K | 0.00% | +1+12.5% | Added |
| MV Capital Management, Inc. | 9 | $4.35K | 0.00% | −2−18.2% | Reduced |
| JNBA Financial Advisors | 9 | $4.35K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 9 | $4.35K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 9 | $4.35K | 0.00% | +9 | New |
| Key Financial Inc | 10 | $4.83K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 11 | $5.31K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $5.31K | 0.00% | +10+1,000.0% | Added |
| Bare Financial Services, Inc | 11 | $5.31K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 12 | $5.80K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 12 | $5.80K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 24 | $5.99K | 0.00% | +24 | New |
| Security National Bank | 13 | $6.28K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 13 | $6.28K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 14 | $6.76K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 15 | $6.84K | 0.00% | +15 | New |
| Valley National Advisers Inc | 15 | $7.25K | 0.00% | −12−44.4% | Reduced |
| Chapman Financial Group, LLC | 15 | $7.25K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 16 | $7.73K | 0.01% | +12+300.0% | Added |
| Toth Financial Advisory Corp | 16 | $7.73K | 0.00% | +7+77.8% | Added |
| Silver Grove Financial Group, Inc. | 17 | $8.21K | 0.00% | +17 | New |
| Gleason Group, Inc. | 18 | $8.69K | 0.00% | +18 | New |
| Cornerstone Planning Group LLC | 27 | $8.93K | 0.00% | +13+92.9% | Added |
| Sankala Group LLC | 30 | $8.97K | 0.01% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 22 | $9.48K | 0.00% | +22 | New |
| Stone House Investment Management, LLC | 20 | $9.66K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 20 | $9.66K | 0.01% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 20 | $9.66K | 0.00% | +20 | New |
| Cassaday & Co Wealth Management LLC | 20 | $9.66K | 0.00% | −33−62.3% | Reduced |
| Kilter Group LLC | 20 | $9.66K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 20 | $9.66K | 0.01% | +1+5.3% | Added |
| HHM Wealth Advisors, LLC | 21 | $10.1K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 22 | $10.6K | 0.00% | −5−18.5% | Reduced |
| Quest 10 Wealth Builders, Inc. | 22 | $10.6K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 22 | $10.6K | 0.00% | +4+22.2% | Added |
| NVWM, LLC | 23 | $11.1K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 23 | $11.1K | 0.00% | −3−11.5% | Reduced |
| Avion Wealth | 26 | $12.0K | 0.00% | +12+85.7% | Added |
| Tradewinds Capital Management, LLC | 25 | $12.1K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 25 | $12.1K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 26 | $12.6K | 0.00% | +26 | New |
| JPL Wealth Management, LLC | 28 | $13.5K | 0.00% | +4+16.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 29 | $14.0K | 0.00% | +9+45.0% | Added |
| Nemes Rush Group LLC | 30 | $14.5K | 0.00% | +18+150.0% | Added |
| Dogwood Wealth Management LLC | 30 | $14.5K | 0.01% | +30 | New |
| Rothschild Investment LLC | 33 | $15.9K | 0.00% | +7+26.9% | Added |
| Umb Bank N A | 34 | $16.4K | 0.00% | +14+70.0% | Added |
| Bessemer Group Inc | 36 | $17.0K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 44 | $17.3K | 0.01% | +44 | New |
| Highland Investment Advisors LLC | 36 | $17.4K | 0.01% | +36 | New |
| Volterra Technologies LP | 40 | $19.3K | 0.01% | −12,556−99.7% | Reduced |
| Fortitude Family Office, LLC | 40 | $19.3K | 0.00% | +32+400.0% | Added |
| Action Point Financial Planning, LLC | 42 | $20.3K | 0.00% | +42 | New |
| Osbon Capital Management LLC | 43 | $20.8K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 43 | $20.8K | 0.01% | +23+115.0% | Added |
| Asset Dedication, LLC | 47 | $22.7K | 0.00% | +47 | New |
| Kemnay Advisory Services Inc. | 49 | $23.7K | 0.00% | −3−5.8% | Reduced |
| CVA Family Office, LLC | 49 | $23.7K | 0.00% | +17+53.1% | Added |