| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 15 | $0 | 0.00% | +15 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $64 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 1 | $64 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 3 | $181 | 0.00% | +3 | New |
| 3 Factor Indexing, LLC | 3 | $193 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 3 | $193 | 0.00% | +3 | New |
| Plante Moran Financial Advisors, LLC | 4 | $257 | 0.00% | +4 | New |
| Sankala Group LLC | 4 | $263 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $321 | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 5 | $321 | 0.00% | +5 | New |
| Tidemark, LLC | 6 | $385 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $386 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 6 | $386 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 7 | $479 | 0.00% | +7 | New |
| Seneschal Advisors, LLC | 8 | $514 | 0.00% | +8 | New |
| Kingdom Financial Group LLC. | 9 | $587 | 0.00% | +9 | New |
| Tradewinds Capital Management, LLC | 10 | $642 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 10 | $642 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 10 | $642 | 0.00% | 00.0% | Unchanged |
| Motco | 11 | $706 | 0.00% | +11 | New |
| WestEnd Advisors, LLC | 13 | $834 | 0.00% | +1+8.3% | Added |
| Strengthening Families & Communities, LLC | 13 | $834 | 0.00% | +13 | New |
| Trust Co | 15 | $963 | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 15 | $963 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 17 | $1.09K | 0.00% | −65−79.3% | Reduced |
| Davis Capital Management | 17 | $1.09K | 0.00% | +17 | New |
| 1015 Capital Partners, LLC | 18 | $1.16K | 0.00% | +13+260.0% | Added |
| Provenance Wealth Advisors, LLC | 18 | $1.16K | 0.00% | +18 | New |
| Financial Management Professionals, Inc. | 19 | $1.22K | 0.00% | +15+375.0% | Added |
| Chilton Capital Management LLC | 20 | $1.28K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 20 | $1.28K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 20 | $1.28K | 0.00% | +20 | New |
| Tounjian Advisory Partners, LLC | 20 | $1.28K | 0.00% | +20 | New |
| Quaker Wealth Management, LLC | 21 | $1.35K | 0.00% | +8+61.5% | Added |
| Allied Private Wealth LLC | 22 | $1.48K | 0.00% | +22 | New |
| DB Fitzpatrick & Co, Inc | 25 | $1.60K | 0.00% | −5−16.7% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 26 | $1.67K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 30 | $1.93K | 0.00% | +30 | New |
| HFM Investment Advisors, LLC | 31 | $1.99K | 0.00% | +31 | New |
| Roble, Belko & Company, Inc | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $2.12K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 33 | $2.12K | 0.00% | +9+37.5% | Added |
| Abound Wealth Management | 34 | $2.17K | 0.00% | −115−77.2% | Reduced |
| RMG Wealth Management LLC | 35 | $2.35K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 37 | $2.38K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $2.57K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 41 | $2.65K | 0.00% | +28+215.4% | Added |
| Valley National Advisers Inc | 45 | $2.89K | 0.00% | +45 | New |
| Trust Co of Vermont | 45 | $2.89K | 0.00% | +45 | New |
| Your Advocates Ltd., LLP | 47 | $3.02K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 47 | $3.02K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 50 | $3.21K | 0.00% | +50 | New |
| NVWM, LLC | 52 | $3.34K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 52 | $3.34K | 0.00% | +45+642.9% | Added |
| BOK Financial Private Wealth, Inc. | 55 | $3.53K | 0.00% | +55 | New |
| Clark Wealth Partners | 57 | $3.66K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 58 | $3.72K | 0.00% | −24−29.3% | Reduced |
| Bravera Wealth | 58 | $3.72K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 58 | $3.72K | 0.00% | +58 | New |
| First Command Advisory Services, Inc. | 60 | $3.85K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 61 | $3.92K | 0.00% | +61 | New |
| Rakuten Securities, Inc. | 62 | $3.98K | 0.00% | −28−31.1% | Reduced |
| Continuum Advisory, LLC | 62 | $3.98K | 0.00% | +62 | New |
| Creative Capital Management Investments LLC | 62 | $3.98K | 0.00% | +62 | New |
| Hughes Financial Services, LLC | 67 | $4.30K | 0.00% | +38+131.0% | Added |
| Synergy Investment Management, LLC | 68 | $4.37K | 0.00% | −16−19.0% | Reduced |
| NBT Bank N A | 73 | $4.69K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 74 | $4.75K | 0.00% | −465−86.3% | Reduced |
| Bell Investment Advisors, Inc | 77 | $4.94K | 0.00% | −5−6.1% | Reduced |
| Raffa Wealth Management, LLC | 77 | $4.94K | 0.00% | +7+10.0% | Added |
| Principia Wealth Advisory, LLC | 81 | $5.20K | 0.00% | +9+12.5% | Added |
| Golden State Wealth Management, LLC | 84 | $5.39K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 88 | $5.65K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 88 | $5.65K | 0.00% | +32+57.1% | Added |
| TIAA Wealth Investment Management LLC | 90 | $5.78K | 0.00% | +90 | New |
| Stone House Investment Management, LLC | 92 | $5.91K | 0.00% | +17+22.7% | Added |
| Bay Harbor Wealth Management, LLC | 92 | $5.91K | 0.00% | +76+475.0% | Added |
| Byrne Asset Management LLC | 100 | $6.42K | 0.00% | +100 | New |
| Curat Global, LLC | 101 | $6.48K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 106 | $6.80K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 109 | $7.00K | 0.00% | +32+41.6% | Added |
| Cornerstone Financial Management LLC | 109 | $7.00K | 0.01% | +76+230.3% | Added |
| C M Bidwell & Associates Ltd | 110 | $7.06K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 112 | $7.19K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 119 | $7.64K | 0.00% | +53+80.3% | Added |
| Prosperity Bancshares Inc | 120 | $7.70K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 121 | $7.77K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 126 | $8.09K | 0.00% | +26+26.0% | Added |
| High Note Wealth, LLC | 130 | $8.35K | 0.00% | +16+14.0% | Added |
| Highline Wealth Partners LLC | 130 | $8.35K | 0.00% | +30+30.0% | Added |
| Bogart Wealth, LLC | 134 | $8.60K | 0.00% | +29+27.6% | Added |
| Atlantic Trust, LLC | 141 | $9.05K | 0.00% | −63−30.9% | Reduced |
| Ares Financial Consulting, LLC | 145 | $9.31K | 0.01% | +12+9.0% | Added |
| IMG Wealth Management, Inc. | 155 | $9.95K | 0.01% | +1+0.6% | Added |
| Westfuller Advisors, LLC | 156 | $10.0K | 0.00% | −151−49.2% | Reduced |
| J.Safra Asset Management Corp | 160 | $10.3K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 160 | $10.3K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 165 | $10.6K | 0.00% | +42+34.1% | Added |
| Kilter Group LLC | 166 | $10.7K | 0.00% | −31−15.7% | Reduced |