| Wood Tarver Financial Group, LLC | 4 | $0 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 1 | $174 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1 | $174 | 0.00% | +1 | New |
| Aventura Private Wealth, LLC | 1 | $174 | 0.00% | +1 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $175 | 0.00% | +1 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1 | $194 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 2 | $348 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 2 | $362 | 0.00% | −1−33.3% | Reduced |
| Winnow Wealth LLC | 3 | $423 | 0.00% | +3 | New |
| Riggs Asset Managment Co. Inc. | 3 | $521 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $522 | 0.00% | +3 | New |
| BOK Financial Private Wealth, Inc. | 3 | $523 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 3 | $582 | 0.00% | −7−70.0% | Reduced |
| Financial Management Professionals, Inc. | 4 | $696 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 4 | $696 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $696 | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $697 | 0.00% | −2−33.3% | Reduced |
| NVWM, LLC | 5 | $870 | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 5 | $870 | 0.00% | +5 | New |
| Whipplewood Advisors, LLC | 5 | $870 | 0.00% | +5 | New |
| Hantz Financial Services, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 6 | $1.04K | 0.00% | +6 | New |
| First Pacific Financial | 6 | $1.04K | 0.00% | −10−62.5% | Reduced |
| WealthTrak Capital Management LLC | 6 | $1.04K | 0.00% | +6 | New |
| Pineridge Advisors LLC | 7 | $1.24K | 0.00% | −1−12.5% | Reduced |
| Financial Network Wealth Advisors LLC | 8 | $1.39K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $1.39K | 0.00% | +5+166.7% | Added |
| Sound Income Strategies, LLC | 9 | $1.57K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 9 | $1.57K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 9 | $1.57K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 9 | $1.57K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 10 | $1.75K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $2.00K | 0.00% | −8,163−99.8% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 9 | $2.00K | 0.00% | +8+800.0% | Added |
| Cherry Tree Wealth Management, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 12 | $2.09K | 0.00% | +12 | New |
| Sachetta, LLC | 12 | $2.09K | 0.00% | +7+140.0% | Added |
| TD Capital Management LLC | 12 | $2.11K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 13 | $2.26K | 0.00% | −7−35.0% | Reduced |
| POM Investment Strategies, LLC | 13 | $2.26K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 13 | $2.26K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $2.44K | 0.00% | −2−12.5% | Reduced |
| Valued Wealth Advisors LLC | 14 | $2.44K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 14 | $2.44K | 0.00% | +14 | New |
| Caitlin John, LLC | 15 | $2.53K | 0.00% | +1+7.1% | Added |
| Godsey & Gibb Associates | 15 | $2.61K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 16 | $2.79K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 16 | $2.79K | 0.00% | +16 | New |
| Van Hulzen Asset Management, LLC | 16 | $2.79K | 0.00% | +16 | New |
| Millstone Evans Group, LLC | 16 | $2.79K | 0.00% | +16 | New |
| FLP Wealth Management, LLC | 16 | $2.83K | 0.01% | +16 | New |
| City State Bank | 18 | $3.13K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 19 | $3.31K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 19 | $3.31K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 19 | $3.31K | 0.00% | +19 | New |
| Washington Trust Co | 20 | $3.48K | 0.00% | −3−13.0% | Reduced |
| Raffa Wealth Management, LLC | 20 | $3.48K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $3.48K | 0.00% | +1+5.3% | Added |
| Wolff Wiese Magana LLC | 20 | $3.48K | 0.00% | +5+33.3% | Added |
| Dunhill Financial, LLC | 20 | $3.56K | 0.00% | −34−63.0% | Reduced |
| Fairman Group, LLC | 21 | $3.65K | 0.00% | −22−51.2% | Reduced |
| Clear Street Markets LLC | 22 | $3.83K | 0.00% | −199−90.0% | Reduced |
| Hollencrest Capital Management | 22 | $3.83K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 23 | $4.00K | 0.00% | +23 | New |
| FSA Wealth Management LLC | 25 | $4.35K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 25 | $4.35K | 0.00% | +25 | New |
| Avalon Trust Co | 25 | $4.35K | 0.00% | +25 | New |
| Manchester Capital Management LLC | 26 | $4.53K | 0.00% | −3,924−99.3% | Reduced |
| Sierra Ocean, LLC | 26 | $4.54K | 0.00% | +26 | New |
| Salem Investment Counselors Inc | 27 | $4.70K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 27 | $4.71K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 30 | $5.22K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 31 | $5.39K | 0.00% | +31 | New |
| Eagle Bay Advisors LLC | 32 | $5.55K | 0.00% | +11+52.4% | Added |
| Sunbelt Securities, Inc. | 33 | $5.70K | 0.00% | −662−95.3% | Reduced |
| Legacy Investment Solutions, LLC | 30 | $5.76K | 0.00% | +30 | New |
| Legacy Wealth Managment, LLC | 30 | $5.76K | 0.00% | +30 | New |
| Rocky Mountain Advisers, LLC | 34 | $5.92K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 35 | $6.06K | 0.00% | +14+66.7% | Added |
| Compass Planning Associates Inc | 36 | $6.32K | 0.01% | +36 | New |
| Washington Trust Advisors, Inc. | 37 | $6.44K | 0.00% | +37 | New |
| Capital Advisors, Ltd. LLC | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 48 | $8.35K | 0.00% | +48 | New |
| Synergy Investment Management, LLC | 50 | $8.65K | 0.00% | +50 | New |
| Stephenson National Bank & Trust | 52 | $9.05K | 0.00% | −26−33.3% | Reduced |
| Abound Wealth Management | 53 | $9.25K | 0.00% | +9+20.5% | Added |
| Hexagon Capital Partners LLC | 57 | $9.92K | 0.00% | −10−14.9% | Reduced |
| Private Wealth Management Group, LLC | 57 | $9.92K | 0.00% | −29−33.7% | Reduced |
| Rosenberg Matthew Hamilton | 60 | $10.4K | 0.00% | −100−62.5% | Reduced |
| Stuart Chaussee & Associates, Inc. | 60 | $10.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 62 | $10.8K | 0.00% | +62 | New |
| Ulland Investment Advisors, LLC | 63 | $11.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 72 | $12.0K | 0.00% | −2−2.7% | Reduced |
| Asset Dedication, LLC | 72 | $12.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 73 | $12.7K | 0.00% | −2−2.7% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 67 | $12.8K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 75 | $13.1K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 75 | $13.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 77 | $13.4K | 0.01% | −4−4.9% | Reduced |