| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Toth Financial Advisory Corp | 0 | $10 | 0.00% | −2−100.0% | Reduced |
| Darwin Advisors, LLC | 0 | $243 | 0.00% | 0 | New |
| Cordant, Inc. | 1 | $269 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 1 | $283 | 0.00% | −499−99.8% | Reduced |
| Evolution Wealth Management Inc. | 1 | $283 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $283 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $283 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $283 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $391 | 0.00% | +1 | New |
| Addison Advisors LLC | 2 | $566 | 0.00% | −1−33.3% | Reduced |
| Davis Capital Management | 2 | $566 | 0.00% | −1−33.3% | Reduced |
| NorthAvenue LLC | 2 | $566 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $566 | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 2 | $566 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 2 | $566 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2 | $566 | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $692 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 3 | $849 | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 3 | $849 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 3 | $849 | 0.00% | +3 | New |
| Financial Gravity Companies, Inc. | 3 | $849 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $866 | 0.00% | −11−78.6% | Reduced |
| POM Investment Strategies, LLC | 4 | $1.13K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 4 | $1.13K | 0.00% | +4 | New |
| TD Capital Management LLC | 4 | $1.15K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $1.23K | 0.00% | −34−89.5% | Reduced |
| Investors Portfolio Services LLC | 5 | $1.29K | 0.00% | −1−16.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5 | $1.41K | 0.00% | −4−44.4% | Reduced |
| Investors Research Corp | 5 | $1.42K | 0.00% | 00.0% | Unchanged |
| Motco | 5 | $1.42K | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 6 | $1.70K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $1.70K | 0.00% | +1+20.0% | Added |
| NVWM, LLC | 6 | $1.70K | 0.00% | +2+50.0% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 7 | $1.98K | 0.00% | −143−95.3% | Reduced |
| Aspect Partners, LLC | 7 | $1.98K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 7 | $1.98K | 0.00% | +5+250.0% | Added |
| BOK Financial Private Wealth, Inc. | 7 | $1.98K | 0.00% | +7 | New |
| Proathlete Wealth Management LLC | 7 | $2.07K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8 | $2.26K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 8 | $2.26K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 8 | $2.26K | 0.00% | +8 | New |
| Montgomery Financial Services LLC | 8 | $2.26K | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 8 | $2.29K | 0.00% | −3−27.3% | Reduced |
| Brooklyn FI, LLC | 8 | $2.40K | 0.00% | +8 | New |
| Basepoint Wealth LLC | 9 | $2.55K | 0.00% | −78−89.7% | Reduced |
| Trifecta Capital Advisors, LLC | 9 | $2.55K | 0.00% | +9 | New |
| Wealth Enhancement Trust Services, Inc. | 9 | $2.55K | 0.00% | +9 | New |
| Triumph Capital Management | 10 | $2.83K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 10 | $2.83K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 10 | $2.83K | 0.00% | +10 | New |
| Activest Wealth Management | 10 | $2.83K | 0.00% | +10 | New |
| Planning Strategies Inc. | 10 | $2.83K | 0.00% | +10 | New |
| Newbridge Financial Services Group, Inc. | 10 | $2.84K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 11 | $3.11K | 0.00% | −22−66.7% | Reduced |
| Marquette Asset Management, LLC | 11 | $3.11K | 0.00% | −6−35.3% | Reduced |
| IMG Wealth Management, Inc. | 11 | $3.11K | 0.00% | −4−26.7% | Reduced |
| Burk Holdings LLC | 11 | $3.11K | 0.00% | −3−21.4% | Reduced |
| HFM Investment Advisors, LLC | 11 | $3.11K | 0.00% | +4+57.1% | Added |
| Clark Wealth Partners | 12 | $3.40K | 0.00% | +3+33.3% | Added |
| Indiana Trust & Investment Management CO | 13 | $3.68K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $3.68K | 0.00% | +2+18.2% | Added |
| TFC Financial Management | 13 | $3.68K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 14 | $3.96K | 0.00% | −1−6.7% | Reduced |
| South State Corp. | 15 | $4.25K | 0.00% | −9−37.5% | Reduced |
| American National Bank | 16 | $4.52K | 0.00% | +4+33.3% | Added |
| Cherry Tree Wealth Management, LLC | 16 | $4.53K | 0.00% | −29−64.4% | Reduced |
| Heritage Wealth Advisors | 16 | $4.53K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 16 | $4.53K | 0.00% | +4+33.3% | Added |
| HHM Wealth Advisors, LLC | 16 | $4.53K | 0.00% | +16 | New |
| Decker Retirement Planning Inc. | 16 | $4.53K | 0.00% | +16 | New |
| Fairman Group, LLC | 17 | $4.81K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 17 | $4.81K | 0.00% | +17 | New |
| Delos Wealth Advisors, LLC | 18 | $5.09K | 0.00% | +18 | New |
| Arlington Trust Co LLC | 19 | $5.38K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 20 | $5.61K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $5.66K | 0.00% | −3−13.0% | Reduced |
| Westfuller Advisors, LLC | 20 | $5.67K | 0.00% | +20 | New |
| Wilkerson Advisory Group LLC | 21 | $5.94K | 0.00% | −4−16.0% | Reduced |
| Millstone Evans Group, LLC | 22 | $6.23K | 0.00% | −562−96.2% | Reduced |
| Dogwood Wealth Management LLC | 23 | $6.51K | 0.00% | +3+15.0% | Added |
| Concord Wealth Partners | 23 | $6.51K | 0.00% | +23 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 23 | $6.52K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 24 | $6.79K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 25 | $7.08K | 0.00% | +25 | New |
| United Financial Planning Group LLC | 25 | $7.08K | 0.00% | +25 | New |
| JPL Wealth Management, LLC | 29 | $8.21K | 0.00% | +6+26.1% | Added |
| Bruce G. Allen Investments, LLC | 30 | $8.49K | 0.01% | −59−66.3% | Reduced |
| Duncker Streett & Co Inc | 30 | $8.49K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 30 | $8.49K | 0.00% | +3+11.1% | Added |
| Bay Harbor Wealth Management, LLC | 30 | $8.49K | 0.00% | +3+11.1% | Added |
| Miller Capital Partners, Inc. | 30 | $8.49K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 30 | $8.51K | 0.00% | +8+36.4% | Added |
| Caldwell Sutter Capital, Inc. | 32 | $9.05K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 32 | $9.05K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 32 | $9.06K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 33 | $9.34K | 0.01% | −52−61.2% | Reduced |
| Joseph Group Capital Management | 33 | $9.34K | 0.00% | +12+57.1% | Added |
| Archer Investment Corp | 35 | $9.90K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 35 | $9.90K | 0.00% | +6+20.7% | Added |