| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 2 | $265 | 0.00% | +2 | New |
| Golden State Wealth Management, LLC | 2 | $271 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $271 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $271 | 0.00% | +1+100.0% | Added |
| Frazier Financial Advisors, LLC | 2 | $271 | 0.00% | +2 | New |
| Nvest Wealth Strategies, Inc. | 2 | $271 | 0.00% | +2 | New |
| TopTier Wealth Management, LLC | 2 | $271 | 0.00% | +2 | New |
| North Star Investment Management Corp. | 3 | $406 | 0.00% | −8−72.7% | Reduced |
| HFM Investment Advisors, LLC | 3 | $406 | 0.00% | +1+50.0% | Added |
| Quaker Wealth Management, LLC | 3 | $407 | 0.00% | +2+200.0% | Added |
| Hughes Financial Services, LLC | 4 | $542 | 0.00% | +4 | New |
| 1015 Capital Partners, LLC | 5 | $677 | 0.00% | +2+66.7% | Added |
| Sawyer & Company, Inc | 5 | $677 | 0.00% | +5 | New |
| Arlington Trust Co LLC | 6 | $813 | 0.00% | +6 | New |
| McGuire Capital Advisors Inc | 7 | $948 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $948 | 0.00% | +7 | New |
| Roxbury Financial LLC | 7 | $948 | 0.00% | +7 | New |
| American Capital Advisory, LLC | 7 | $949 | 0.00% | +3+75.0% | Added |
| DiNuzzo Private Wealth, Inc. | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.08K | 0.00% | +1+14.3% | Added |
| JPL Wealth Management, LLC | 8 | $1.08K | 0.00% | +8 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 10 | $1.35K | 0.00% | +10 | New |
| Crewe Advisors LLC | 10 | $1.35K | 0.00% | +10 | New |
| SWAN Capital LLC | 10 | $1.35K | 0.00% | +10 | New |
| Godfrey Financial Associates, Inc. | 11 | $1.49K | 0.00% | +3+37.5% | Added |
| Bay Harbor Wealth Management, LLC | 11 | $1.49K | 0.00% | +6+120.0% | Added |
| Cornerstone Financial Management LLC | 11 | $1.49K | 0.00% | +6+120.0% | Added |
| Curio Wealth, LLC | 11 | $1.49K | 0.00% | +11 | New |
| Dunhill Financial, LLC | 11 | $1.57K | 0.00% | +7+175.0% | Added |
| Westend Capital Management, LLC | 12 | $1.63K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $1.76K | 0.00% | +5+62.5% | Added |
| Transamerica Financial Advisors, Inc. | 15 | $2.03K | 0.00% | +9+150.0% | Added |
| Armstrong Advisory Group, Inc | 15 | $2.03K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 15 | $2.03K | 0.00% | +15 | New |
| Manchester Capital Management LLC | 16 | $2.17K | 0.00% | −4−20.0% | Reduced |
| Bogart Wealth, LLC | 16 | $2.17K | 0.00% | +11+220.0% | Added |
| Vermillion Wealth Management, Inc. | 17 | $2.30K | 0.00% | +17 | New |
| Intentional Wealth Strategies, LLC | 17 | $2.30K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 18 | $2.44K | 0.00% | +10+125.0% | Added |
| Select Equity Group, L.P. | 18 | $2.44K | 0.00% | +18 | New |
| YANKCOM Partnership | 18 | $2.44K | 0.00% | +18 | New |
| IMA Wealth, Inc. | 19 | $2.57K | 0.00% | −1−5.0% | Reduced |
| Quarry LP | 19 | $2.57K | 0.00% | +19 | New |
| New England Capital Financial Advisors LLC | 20 | $2.71K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $2.71K | 0.00% | +20 | New |
| Graney & King, LLC | 21 | $2.85K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 22 | $2.98K | 0.00% | +22 | New |
| Roble, Belko & Company, Inc | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 25 | $3.39K | 0.00% | +25 | New |
| Evelyn Partners Investment Management Services Ltd | 25 | $3.39K | 0.00% | +25 | New |
| Atlantic Trust, LLC | 25 | $3.39K | 0.00% | +25 | New |
| Marquette Asset Management, LLC | 28 | $3.79K | 0.00% | +10+55.6% | Added |
| Salomon & Ludwin, LLC | 29 | $3.93K | 0.00% | +29 | New |
| Rialto Wealth Management, LLC | 30 | $4.07K | 0.00% | −1−3.2% | Reduced |
| Hurley Capital, LLC | 30 | $4.07K | 0.00% | +30 | New |
| Berbice Capital Management LLC | 30 | $4.07K | 0.00% | +30 | New |
| Princeton Global Asset Management LLC | 31 | $4.20K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 31 | $4.20K | 0.00% | +31 | New |
| Rachor Investment Advisory Services, LLC | 33 | $4.47K | 0.00% | +29+725.0% | Added |
| Purpose Unlimited Inc. | 36 | $4.88K | 0.00% | −1,364−97.4% | Reduced |
| Avion Wealth | 44 | $5.00K | 0.00% | +13+41.9% | Added |
| Private Wealth Management Group, LLC | 37 | $5.01K | 0.00% | +3+8.8% | Added |
| Retirement Wealth Solutions LLC | 39 | $5.29K | 0.00% | +5+14.7% | Added |
| Blue Bell Private Wealth Management, LLC | 42 | $5.69K | 0.00% | +42 | New |
| MCF Advisors LLC | 48 | $6.50K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 50 | $6.78K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 50 | $6.78K | 0.00% | +44+733.3% | Added |
| Creative Financial Designs Inc | 50 | $6.78K | 0.00% | +50 | New |
| Bare Financial Services, Inc | 51 | $6.91K | 0.00% | −31−37.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 52 | $7.04K | 0.00% | +21+67.7% | Added |
| Zions Bancorporation, National Association | 57 | $7.72K | 0.00% | +57 | New |
| Spire Wealth Management | 62 | $8.40K | 0.00% | +12+24.0% | Added |
| CVA Family Office, LLC | 65 | $8.81K | 0.00% | +65 | New |
| Cassaday & Co Wealth Management LLC | 70 | $9.48K | 0.00% | +70 | New |
| MJT & Associates Financial Advisory Group, Inc. | 75 | $10.2K | 0.01% | +25+50.0% | Added |
| TD Private Client Wealth LLC | 86 | $11.7K | 0.00% | +80+1,333.3% | Added |
| Carolina Wealth Advisors, LLC | 89 | $12.1K | 0.01% | +89 | New |
| Bell Investment Advisors, Inc | 91 | $12.3K | 0.00% | +29+46.8% | Added |
| Elequin Capital LP | 92 | $12.5K | 0.00% | −115−55.6% | Reduced |
| Operose Advisors LLC | 93 | $12.6K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 95 | $12.9K | 0.00% | −13−12.0% | Reduced |
| Dogwood Wealth Management LLC | 95 | $12.9K | 0.01% | +56+143.6% | Added |
| RWM Asset Management, LLC | 98 | $13.3K | 0.00% | +98 | New |
| Asset Dedication, LLC | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 100 | $13.5K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 100 | $13.5K | 0.01% | +100 | New |
| Lloyd Advisory Services, LLC. | 100 | $13.5K | 0.00% | +100 | New |
| Kingdom Financial Group LLC. | 100 | $13.5K | 0.00% | +100 | New |
| Fourth Dimension Wealth, LLC | 100 | $13.5K | 0.01% | +100 | New |
| First Horizon Corp | 101 | $13.7K | 0.00% | −4−3.8% | Reduced |
| Fortitude Family Office, LLC | 104 | $14.1K | 0.00% | +55+112.2% | Added |
| Caldwell Sutter Capital, Inc. | 105 | $14.2K | 0.01% | −40−27.6% | Reduced |
| Accent Capital Management, LLC | 105 | $14.2K | 0.01% | +5+5.0% | Added |
| Root Financial Partners, LLC | 110 | $14.9K | 0.00% | +43+64.2% | Added |
| University of Texas/Texas Am Investment Managment Co | 126 | $17.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 127 | $17.2K | 0.00% | +12+10.4% | Added |