| Bartlett & Co. Wealth Management LLC | 1 | $247 | 0.00% | −1−50.0% | Reduced |
| Duncker Streett & Co Inc | 1 | $247 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $247 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 1 | $247 | 0.00% | +1 | New |
| GPS Wealth Strategies Group, LLC | 1 | $247 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $477 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 2 | $493 | 0.00% | −8−80.0% | Reduced |
| HFM Investment Advisors, LLC | 2 | $493 | 0.00% | −1−33.3% | Reduced |
| ROSS\JOHNSON & Associates LLC | 2 | $493 | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2 | $493 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 2 | $493 | 0.00% | +2 | New |
| Birchbrook, Inc. | 2 | $494 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $494 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $550 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 3 | $660 | 0.00% | +3 | New |
| Proathlete Wealth Management LLC | 3 | $739 | 0.00% | +3 | New |
| Scarborough Advisors, LLC | 3 | $740 | 0.00% | +3 | New |
| Richardson Financial Services Inc. | 4 | $986 | 0.00% | −3−42.9% | Reduced |
| Bruce G. Allen Investments, LLC | 4 | $986 | 0.00% | −1−20.0% | Reduced |
| Tidemark, LLC | 4 | $986 | 0.00% | +4 | New |
| JNBA Financial Advisors | 4 | $987 | 0.00% | +4 | New |
| Ogorek Anthony Joseph | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 5 | $1.00K | 0.00% | +5 | New |
| Blume Capital Management, Inc. | 5 | $1.23K | 0.00% | +1+25.0% | Added |
| Sound Income Strategies, LLC | 5 | $1.23K | 0.00% | +5 | New |
| Mount Yale Investment Advisors, LLC | 5 | $1.23K | 0.00% | +5 | New |
| Brown, Lisle/Cummings, Inc. | 6 | $1.48K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 6 | $1.48K | 0.00% | +4+200.0% | Added |
| Friedenthal Financial | 6 | $1.48K | 0.00% | +6 | New |
| Beaird Harris Wealth Management, LLC | 6 | $1.48K | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 7 | $1.73K | 0.00% | −1−12.5% | Reduced |
| Financial Network Wealth Advisors LLC | 7 | $1.73K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $1.73K | 0.00% | +6+600.0% | Added |
| CBIZ Investment Advisory Services, LLC | 8 | $1.97K | 0.00% | −4−33.3% | Reduced |
| PayPay Securities Corp | 8 | $1.97K | 0.10% | −2−20.0% | Reduced |
| Binnacle Investments Inc | 8 | $1.97K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $1.97K | 0.00% | +1+14.3% | Added |
| Quaker Wealth Management, LLC | 8 | $1.97K | 0.00% | +8 | New |
| American Capital Advisory, LLC | 8 | $1.97K | 0.00% | +8 | New |
| Legacy Investment Solutions, LLC | 8 | $1.97K | 0.00% | +8 | New |
| Legacy Wealth Managment, LLC | 8 | $1.97K | 0.00% | +8 | New |
| Valley National Advisers Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $2.22K | 0.00% | +6+200.0% | Added |
| HHM Wealth Advisors, LLC | 9 | $2.22K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 9 | $2.22K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $2.22K | 0.00% | +3+50.0% | Added |
| Parkworth Wealth Management, Inc. | 9 | $2.22K | 0.00% | +6+200.0% | Added |
| CGC Financial Services, LLC | 10 | $2.46K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 10 | $2.46K | 0.00% | +10 | New |
| Hopwood Financial Services, Inc. | 10 | $2.47K | 0.00% | −15−60.0% | Reduced |
| Belmont Capital, LLC | 11 | $2.71K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 11 | $2.71K | 0.00% | +11 | New |
| Bare Financial Services, Inc | 12 | $2.96K | 0.00% | +5+71.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 13 | $3.21K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 13 | $3.21K | 0.00% | +7+116.7% | Added |
| Clark Wealth Partners | 13 | $3.21K | 0.00% | +13 | New |
| Eastern Bank | 14 | $3.45K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 14 | $3.45K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 14 | $3.45K | 0.00% | +14 | New |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $3.94K | 0.00% | +1+6.7% | Added |
| Tortoise Investment Management, LLC | 18 | $4.44K | 0.00% | +16+800.0% | Added |
| Harbor Investment Advisory, LLC | 18 | $4.44K | 0.00% | +18 | New |
| Whipplewood Advisors, LLC | 19 | $4.68K | 0.00% | −19−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 19 | $4.68K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 20 | $4.93K | 0.00% | +20 | New |
| Maseco LLP | 20 | $4.93K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $4.93K | 0.00% | +1+5.3% | Added |
| GHP Investment Advisors, Inc. | 20 | $4.93K | 0.00% | +4+25.0% | Added |
| Hughes Financial Services, LLC | 21 | $5.42K | 0.00% | −3−12.5% | Reduced |
| Solstein Capital, LLC | 22 | $5.42K | 0.00% | +22 | New |
| Signature Resources Capital Management, LLC | 22 | $5.42K | 0.00% | +22 | New |
| Principia Wealth Advisory, LLC | 23 | $5.67K | 0.00% | +4+21.1% | Added |
| Wealth Preservation Advisors, LLC | 24 | $5.92K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 25 | $6.16K | 0.00% | +25 | New |
| High Note Wealth, LLC | 26 | $6.41K | 0.00% | +26 | New |
| Eukles Asset Management | 27 | $6.66K | 0.00% | +27 | New |
| Evergreen Private Wealth LLC | 29 | $7.15K | 0.00% | +29 | New |
| Red Tortoise LLC | 30 | $7.39K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 30 | $7.39K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 30 | $7.40K | 0.01% | +14+87.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 32 | $7.89K | 0.01% | +32 | New |
| Kilter Group LLC | 32 | $7.89K | 0.00% | +32 | New |
| Atlantic Union Bankshares Corp | 33 | $8.13K | 0.00% | +33 | New |
| Godsey & Gibb Associates | 35 | $8.63K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 35 | $8.63K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 36 | $8.87K | 0.01% | +6+20.0% | Added |
| Abound Wealth Management | 36 | $8.90K | 0.00% | +3+9.1% | Added |
| Sunbelt Securities, Inc. | 54 | $9.06K | 0.00% | +20+58.8% | Added |
| DT Investment Partners, LLC | 41 | $10.1K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 42 | $10.1K | 0.00% | +22+110.0% | Added |
| Highline Wealth Partners LLC | 42 | $10.4K | 0.00% | +1+2.4% | Added |
| City Holding Co | 45 | $11.1K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 45 | $11.1K | 0.00% | +20+80.0% | Added |
| Rise Advisors, LLC | 47 | $11.6K | 0.00% | +35+291.7% | Added |
| Kestra Investment Management, LLC | 66 | $12.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $12.3K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 50 | $12.3K | 0.01% | +11+28.2% | Added |
| Tradewinds Capital Management, LLC | 50 | $12.3K | 0.00% | +50 | New |
| Colonial Trust Co | 51 | $12.6K | 0.00% | +19+59.4% | Added |