| ROSS\JOHNSON & Associates LLC | 1 | $197 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $197 | 0.00% | +1 | New |
| Compass Financial Management LLC | 1 | $197 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $198 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $198 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $198 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $198 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $198 | 0.00% | +1 | New |
| Grove Bank & Trust | 2 | $394 | 0.00% | +2 | New |
| Copia Wealth Management | 2 | $394 | 0.00% | +2 | New |
| 1015 Capital Partners, LLC | 2 | $394 | 0.00% | +2 | New |
| Nvest Wealth Strategies, Inc. | 2 | $395 | 0.00% | +2 | New |
| Godfrey Financial Associates, Inc. | 3 | $591 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $591 | 0.00% | +3 | New |
| Davis Capital Management | 3 | $591 | 0.00% | +3 | New |
| Financial Network Wealth Advisors LLC | 3 | $591 | 0.00% | +3 | New |
| Geneos Wealth Management Inc. | 4 | $788 | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 4 | $788 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 5 | $986 | 0.00% | +3+150.0% | Added |
| Principia Wealth Advisory, LLC | 5 | $986 | 0.00% | +3+150.0% | Added |
| SHP Wealth Management | 5 | $986 | 0.00% | +5 | New |
| Owl Creek Wealth Partners LLC | 5 | $986 | 0.00% | +5 | New |
| Avion Wealth | 7 | $1.00K | 0.00% | +7 | New |
| Navigoe, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Tower Trust & Investment Co | 6 | $1.18K | 0.00% | +6 | New |
| Stone House Investment Management, LLC | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 8 | $1.58K | 0.00% | −1,119−99.3% | Reduced |
| Creative Financial Designs Inc | 9 | $1.77K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 10 | $1.97K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 10 | $1.97K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $1.97K | 0.00% | +9+900.0% | Added |
| ZRC Wealth Management, LLC | 10 | $1.97K | 0.00% | +10 | New |
| Winthrop Capital Management, LLC | 8 | $2.00K | 0.00% | +8 | New |
| American Capital Advisory, LLC | 11 | $2.17K | 0.00% | +7+175.0% | Added |
| RMG Wealth Management LLC | 10 | $2.30K | 0.00% | +10 | New |
| Havemeyer Place LP | 13 | $2.56K | 0.00% | −16,045−99.9% | Reduced |
| Torren Management, LLC | 13 | $2.56K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 13 | $2.56K | 0.00% | +13 | New |
| DecisionPoint Financial, LLC | 14 | $2.69K | 0.00% | +3+27.3% | Added |
| HFM Investment Advisors, LLC | 15 | $2.96K | 0.00% | +6+66.7% | Added |
| Dunhill Financial, LLC | 15 | $2.99K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 16 | $3.15K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 17 | $3.35K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 17 | $3.35K | 0.00% | +17 | New |
| Planning Strategies Inc. | 18 | $3.55K | 0.00% | +18 | New |
| New England Capital Financial Advisors LLC | 20 | $3.94K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $3.94K | 0.00% | +6+42.9% | Added |
| Cornerstone Planning Group LLC | 22 | $4.30K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 25 | $4.93K | 0.00% | +25 | New |
| Bay Harbor Wealth Management, LLC | 26 | $5.13K | 0.00% | +3+13.0% | Added |
| IMA Wealth, Inc. | 26 | $5.13K | 0.00% | +9+52.9% | Added |
| DiNuzzo Private Wealth, Inc. | 27 | $5.32K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 27 | $5.32K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 28 | $5.52K | 0.00% | +14+100.0% | Added |
| Bogart Wealth, LLC | 28 | $5.52K | 0.00% | +18+180.0% | Added |
| JPL Wealth Management, LLC | 29 | $5.72K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 30 | $5.91K | 0.00% | −125−80.6% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 31 | $6.11K | 0.00% | +31 | New |
| Brown, Lisle/Cummings, Inc. | 32 | $6.31K | 0.00% | +20+166.7% | Added |
| Ossiam | 33 | $6.50K | 0.00% | +33 | New |
| Capital Advisors, Ltd. LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 36 | $7.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 36 | $7.10K | 0.00% | +3+9.1% | Added |
| Ronald Blue Trust, Inc. | 37 | $7.29K | 0.00% | −95−72.0% | Reduced |
| Valued Wealth Advisors LLC | 37 | $7.29K | 0.00% | +17+85.0% | Added |
| Wall Street Access Asset Management, LLC | 38 | $7.49K | 0.00% | +38 | New |
| Dogwood Wealth Management LLC | 39 | $7.69K | 0.00% | +39 | New |
| Sachetta, LLC | 44 | $8.67K | 0.00% | +10+29.4% | Added |
| Lodestone Wealth Management LLC | 49 | $9.66K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 50 | $9.86K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 50 | $9.86K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 53 | $10.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 53 | $10.4K | 0.00% | +11+26.2% | Added |
| Silicon Valley Capital Partners | 54 | $10.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 53 | $11.0K | 0.01% | −25−32.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 57 | $11.2K | 0.00% | +26+83.9% | Added |
| Adirondack Trust Co | 66 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 66 | $13.0K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 66 | $13.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 69 | $13.6K | 0.00% | −2−2.8% | Reduced |
| Action Point Financial Planning, LLC | 71 | $13.6K | 0.00% | +71 | New |
| Moisand Fitzgerald Tamayo, LLC | 70 | $13.8K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 71 | $14.0K | 0.00% | +4+6.0% | Added |
| Raffa Wealth Management, LLC | 74 | $14.6K | 0.00% | +8+12.1% | Added |
| Allied Private Wealth LLC | 86 | $16.0K | 0.01% | +86 | New |
| Continuum Advisory, LLC | 85 | $16.8K | 0.00% | +85 | New |
| Markowski Investments | 100 | $19.7K | 0.00% | +100 | New |
| Bare Financial Services, Inc | 105 | $20.7K | 0.00% | +25+31.3% | Added |
| Fortitude Family Office, LLC | 107 | $21.1K | 0.00% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 117 | $23.1K | 0.00% | −4,059−97.2% | Reduced |
| TFC Financial Management | 118 | $23.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 118 | $23.3K | 0.00% | +84+247.1% | Added |
| LifeSteps Financial, Inc. | 123 | $24.2K | 0.01% | +123 | New |
| V-Square Quantitative Management LLC | 128 | $25.2K | 0.00% | +128 | New |
| Activest Wealth Management | 129 | $25.4K | 0.00% | −706−84.6% | Reduced |
| Hollencrest Capital Management | 133 | $26.2K | 0.00% | −319−70.6% | Reduced |
| McGuire Capital Advisors Inc | 136 | $26.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 137 | $27.0K | 0.00% | −23−14.4% | Reduced |
| Contravisory Investment Management, Inc. | 152 | $30.0K | 0.01% | −10−6.2% | Reduced |