| Ogorek Anthony Joseph | 1 | $0 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $239 | 0.00% | −1−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 1 | $239 | 0.00% | +1 | New |
| JPL Wealth Management, LLC | 1 | $239 | 0.00% | +1 | New |
| Davis Capital Management | 2 | $476 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 2 | $476 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $477 | 0.00% | +2 | New |
| Frazier Financial Advisors, LLC | 2 | $477 | 0.00% | +2 | New |
| Synergy Investment Management, LLC | 3 | $714 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 3 | $715 | 0.00% | +1+50.0% | Added |
| Seneschal Advisors, LLC | 3 | $715 | 0.00% | +2+200.0% | Added |
| WestEnd Advisors, LLC | 3 | $715 | 0.00% | +3 | New |
| Mascoma Wealth Management LLC | 3 | $715 | 0.00% | +3 | New |
| Spire Wealth Management | 4 | $953 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 4 | $953 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 4 | $953 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 4 | $953 | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 3 | $1.00K | 0.00% | +3 | New |
| Trust Co | 5 | $1.19K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 5 | $1.19K | 0.00% | +5 | New |
| Wilkerson Advisory Group LLC | 5 | $1.19K | 0.00% | +5 | New |
| Montag A & Associates Inc | 6 | $1.36K | 0.00% | −1−14.3% | Reduced |
| Atwood & Palmer Inc | 6 | $1.43K | 0.00% | +6 | New |
| Tradewinds Capital Management, LLC | 6 | $1.43K | 0.00% | +6 | New |
| First Pacific Financial | 6 | $1.43K | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 7 | $1.67K | 0.00% | +1+16.7% | Added |
| 1015 Capital Partners, LLC | 7 | $1.67K | 0.00% | +4+133.3% | Added |
| First Command Advisory Services, Inc. | 7 | $1.67K | 0.00% | +7 | New |
| Bruce G. Allen Investments, LLC | 7 | $1.67K | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 7 | $1.67K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $1.67K | 0.00% | +3+75.0% | Added |
| POM Investment Strategies, LLC | 8 | $1.91K | 0.00% | +8 | New |
| Intentional Wealth Strategies, LLC | 8 | $1.91K | 0.00% | +8 | New |
| Roble, Belko & Company, Inc | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 9 | $2.14K | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 10 | $2.38K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 10 | $2.38K | 0.00% | +10 | New |
| Vermillion Wealth Management, Inc. | 11 | $2.62K | 0.00% | +11 | New |
| JNBA Financial Advisors | 12 | $2.86K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 12 | $2.86K | 0.00% | +12 | New |
| Silicon Valley Capital Partners | 12 | $2.90K | 0.00% | +12 | New |
| N.E.W. Advisory Services LLC | 13 | $3.10K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 14 | $3.33K | 0.00% | −11−44.0% | Reduced |
| Elevated Capital Advisors, LLC | 14 | $3.33K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 14 | $3.33K | 0.00% | +14 | New |
| Armstrong Advisory Group, Inc | 15 | $3.57K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 15 | $3.57K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $3.77K | 0.00% | +13+650.0% | Added |
| Strategic Wealth Advisors LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $4.05K | 0.00% | +9+112.5% | Added |
| Financial Network Wealth Advisors LLC | 17 | $4.05K | 0.00% | +17 | New |
| UMA Financial Services, Inc. | 18 | $4.29K | 0.00% | +4+28.6% | Added |
| Activest Wealth Management | 19 | $4.53K | 0.00% | +3+18.8% | Added |
| Abound Wealth Management | 19 | $4.64K | 0.00% | +18+1,800.0% | Added |
| Hollencrest Capital Management | 20 | $4.76K | 0.00% | −1,192−98.3% | Reduced |
| Legacy Wealth Managment, LLC | 20 | $4.76K | 0.00% | +20 | New |
| Owl Creek Wealth Partners LLC | 20 | $4.76K | 0.00% | +20 | New |
| Kilter Group LLC | 22 | $5.24K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 22 | $5.24K | 0.00% | +2+10.0% | Added |
| NBT Bank N A | 23 | $5.48K | 0.00% | −162−87.6% | Reduced |
| SHP Wealth Management | 24 | $5.66K | 0.00% | +14+140.0% | Added |
| Hughes Financial Services, LLC | 25 | $5.96K | 0.00% | −7−21.9% | Reduced |
| Wolff Wiese Magana LLC | 25 | $5.96K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 26 | $6.19K | 0.00% | +11+73.3% | Added |
| True Wealth Design, LLC | 28 | $6.67K | 0.00% | −3−9.7% | Reduced |
| Quent Capital, LLC | 29 | $6.91K | 0.00% | +18+163.6% | Added |
| Atlantic Trust, LLC | 29 | $6.91K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 30 | $7.15K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 30 | $7.15K | 0.00% | +6+25.0% | Added |
| Dogwood Wealth Management LLC | 30 | $7.15K | 0.00% | +23+328.6% | Added |
| Sawyer & Company, Inc | 30 | $7.15K | 0.00% | +30 | New |
| Clear Street Markets LLC | 31 | $7.38K | 0.00% | +31 | New |
| Ameriflex Group, Inc. | 32 | $7.62K | 0.00% | −23−41.8% | Reduced |
| South State Corp. | 32 | $7.62K | 0.00% | +11+52.4% | Added |
| SJS Investment Consulting Inc. | 33 | $7.86K | 0.00% | +11+50.0% | Added |
| Marquette Asset Management, LLC | 34 | $8.10K | 0.00% | +10+41.7% | Added |
| Key Financial Inc | 35 | $8.34K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 35 | $8.34K | 0.01% | −4−10.3% | Reduced |
| Avion Wealth | 44 | $10.0K | 0.00% | −121−73.3% | Reduced |
| Clearstead Advisors, LLC | 42 | $10.0K | 0.00% | −2,995−98.6% | Reduced |
| Stone House Investment Management, LLC | 42 | $10.0K | 0.00% | +2+5.0% | Added |
| Strategic Wealth Partners, Ltd. | 44 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bayban | 44 | $10.5K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 44 | $10.5K | 0.01% | +12+37.5% | Added |
| Bartlett & Co. Wealth Management LLC | 32 | $10.6K | 0.00% | +32 | New |
| Torren Management, LLC | 45 | $10.7K | 0.01% | −208−82.2% | Reduced |
| Princeton Global Asset Management LLC | 45 | $10.7K | 0.00% | −10−18.2% | Reduced |
| Fourth Dimension Wealth, LLC | 45 | $10.7K | 0.00% | +45 | New |
| Cornerstone Planning Group LLC | 34 | $11.4K | 0.00% | +27+385.7% | Added |
| AdvisorNet Financial, Inc | 49 | $11.7K | 0.00% | +40+444.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 50 | $11.9K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 50 | $11.9K | 0.01% | +50 | New |
| Matrix Trust Co | 52 | $12.0K | 0.00% | +52 | New |
| Sachetta, LLC | 57 | $13.6K | 0.01% | +24+72.7% | Added |
| Basecamp Wealth Advisors LLC | 67 | $16.0K | 0.00% | +62+1,240.0% | Added |
| TD Private Client Wealth LLC | 67 | $16.1K | 0.00% | +9+15.5% | Added |
| Investors Portfolio Services LLC | 60 | $16.7K | 0.02% | −38−38.8% | Reduced |
| BOCHK Asset Management Ltd | 75 | $17.9K | 0.00% | −75−50.0% | Reduced |
| Meeder Asset Management Inc | 77 | $18.3K | 0.00% | +77 | New |