| Copia Wealth Management | 0 | $8 | 0.00% | 0 | New |
| IMA Wealth, Inc. | 1 | $111 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1 | $111 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $112 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $130 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $223 | 0.00% | −59−96.7% | Reduced |
| TopTier Wealth Management, LLC | 2 | $223 | 0.00% | +2 | New |
| Curio Wealth, LLC | 3 | $334 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $335 | 0.00% | −1−25.0% | Reduced |
| DecisionPoint Financial, LLC | 3 | $335 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 4 | $446 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $557 | 0.00% | −110−95.7% | Reduced |
| NVWM, LLC | 5 | $557 | 0.00% | −14−73.7% | Reduced |
| HFM Investment Advisors, LLC | 5 | $557 | 0.00% | −2−28.6% | Reduced |
| Signature Resources Capital Management, LLC | 5 | $557 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 5 | $557 | 0.00% | +1+25.0% | Added |
| Seneschal Advisors, LLC | 5 | $558 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 5 | $558 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5 | $558 | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 6 | $669 | 0.00% | −5−45.5% | Reduced |
| 1015 Capital Partners, LLC | 6 | $669 | 0.00% | −1−14.3% | Reduced |
| WPG Advisers, LLC | 8 | $891 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 8 | $891 | 0.00% | +8 | New |
| DHJJ Financial Advisors, Ltd. | 8 | $892 | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 5 | $1.00K | 0.00% | +5 | New |
| Sunrise Financial Services, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11 | $1.23K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 11 | $1.23K | 0.00% | +7+175.0% | Added |
| Lodestone Wealth Management LLC | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 13 | $1.45K | 0.00% | +13 | New |
| Rialto Wealth Management, LLC | 13 | $1.45K | 0.00% | +8+160.0% | Added |
| First Pacific Financial | 13 | $1.45K | 0.00% | +13 | New |
| Gilpin Wealth Management, LLC | 14 | $1.56K | 0.00% | +14 | New |
| WestEnd Advisors, LLC | 15 | $1.67K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 16 | $1.78K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 17 | $1.90K | 0.00% | −24−58.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 18 | $2.01K | 0.00% | −24−57.1% | Reduced |
| Vanguard National Trust Co | 18 | $2.01K | 0.00% | +18 | New |
| Marquette Asset Management, LLC | 19 | $2.12K | 0.00% | −24−55.8% | Reduced |
| American Capital Advisory, LLC | 19 | $2.12K | 0.00% | +4+26.7% | Added |
| Colonial Trust Advisors | 20 | $2.23K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $2.23K | 0.00% | +5+33.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 20 | $2.27K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 21 | $2.34K | 0.00% | −12−36.4% | Reduced |
| Highline Wealth Partners LLC | 22 | $2.45K | 0.00% | −65−74.7% | Reduced |
| Financial Consulate, Inc | 23 | $2.56K | 0.00% | +23 | New |
| Essential Partners LLC | 24 | $2.67K | 0.00% | +19+380.0% | Added |
| Ares Financial Consulting, LLC | 25 | $2.76K | 0.00% | +25 | New |
| Minot DeBlois Advisors LLC | 25 | $2.79K | 0.00% | −15−37.5% | Reduced |
| Millstone Evans Group, LLC | 27 | $3.01K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 29 | $3.23K | 0.00% | +24+480.0% | Added |
| Intentional Wealth Strategies, LLC | 29 | $3.23K | 0.00% | +29 | New |
| Central Trust Co | 29 | $3.23K | 0.00% | −3−9.4% | Reduced |
| High Note Wealth, LLC | 30 | $3.34K | 0.00% | −9−23.1% | Reduced |
| Westfuller Advisors, LLC | 31 | $3.41K | 0.00% | −65−67.7% | Reduced |
| Vermillion Wealth Management, Inc. | 33 | $3.68K | 0.00% | +33 | New |
| Private Wealth Management Group, LLC | 34 | $3.79K | 0.00% | +34 | New |
| DT Investment Partners, LLC | 35 | $3.90K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 36 | $4.01K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 38 | $4.23K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 39 | $4.34K | 0.00% | +9+30.0% | Added |
| Clark Wealth Partners | 40 | $4.46K | 0.00% | −23−36.5% | Reduced |
| Bare Financial Services, Inc | 41 | $4.57K | 0.00% | +27+192.9% | Added |
| DiNuzzo Private Wealth, Inc. | 41 | $4.57K | 0.00% | −52−55.9% | Reduced |
| Capital Advisors, Ltd. LLC | 45 | $5.00K | 0.00% | −56−55.4% | Reduced |
| Ogorek Anthony Joseph | 53 | $5.00K | 0.00% | −2−3.6% | Reduced |
| SJS Investment Consulting Inc. | 47 | $5.24K | 0.00% | +15+46.9% | Added |
| Manchester Capital Management LLC | 48 | $5.35K | 0.00% | −44−47.8% | Reduced |
| United Financial Planning Group LLC | 53 | $5.91K | 0.00% | +31+140.9% | Added |
| Schonfeld Strategic Advisors LLC | 53 | $5.91K | 0.00% | +53 | New |
| Aspect Partners, LLC | 54 | $6.02K | 0.00% | −44−44.9% | Reduced |
| Sachetta, LLC | 56 | $6.24K | 0.00% | −41−42.3% | Reduced |
| Cedar Mountain Advisors, LLC | 56 | $6.24K | 0.00% | +56 | New |
| Kilter Group LLC | 59 | $6.57K | 0.00% | +11+22.9% | Added |
| RHL Group, LLC | 59 | $6.61K | 0.01% | +59 | New |
| Rossby Financial, LCC | 62 | $6.84K | 0.00% | +13+26.5% | Added |
| Medallion Wealth Advisors, LLC | 62 | $6.91K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 65 | $7.24K | 0.00% | +65 | New |
| Westend Capital Management, LLC | 68 | $7.58K | 0.00% | −3−4.2% | Reduced |
| Kerr Financial Planning Corp | 64 | $7.90K | 0.01% | +1+1.6% | Added |
| Meeder Asset Management Inc | 75 | $8.36K | 0.00% | −29−27.9% | Reduced |
| Clear Street Markets LLC | 76 | $8.47K | 0.00% | −614−89.0% | Reduced |
| First Command Advisory Services, Inc. | 76 | $8.47K | 0.00% | +68+850.0% | Added |
| Raffa Wealth Management, LLC | 86 | $9.58K | 0.00% | +3+3.6% | Added |
| IMG Wealth Management, Inc. | 86 | $9.58K | 0.01% | +63+273.9% | Added |
| Richardson Capital Management LLC | 88 | $9.80K | 0.00% | +74+528.6% | Added |
| Avion Wealth | 93 | $10.0K | 0.00% | +5+5.7% | Added |
| Grove Bank & Trust | 94 | $10.5K | 0.00% | +2+2.2% | Added |
| Joseph Group Capital Management | 95 | $10.6K | 0.00% | +42+79.2% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 95 | $10.6K | 0.00% | +92+3,066.7% | Added |
| Abound Wealth Management | 98 | $10.9K | 0.00% | +48+96.0% | Added |
| Dogwood Wealth Management LLC | 98 | $10.9K | 0.00% | +73+292.0% | Added |
| Strive Financial Group ,LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 100 | $11.1K | 0.01% | 00.0% | Unchanged |
| GGM Financials LLC | 102 | $11.4K | 0.01% | +1+1.0% | Added |
| Richardson Financial Services Inc. | 103 | $11.5K | 0.01% | +8+8.4% | Added |
| TD Capital Management LLC | 104 | $11.6K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 105 | $11.7K | 0.00% | 00.0% | Unchanged |
