| Ameriflex Group, Inc. | 1 | $226 | 0.00% | −59−98.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1 | $226 | 0.00% | −40−97.6% | Reduced |
| Duncker Streett & Co Inc | 1 | $226 | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1 | $226 | 0.00% | +1 | New |
| Toth Financial Advisory Corp | 1 | $227 | 0.00% | −4,499−100.0% | Reduced |
| Valued Wealth Advisors LLC | 1 | $227 | 0.00% | +1 | New |
| Atlas Capital Advisors LLC | 2 | $452 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 2 | $453 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 2 | $453 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $453 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 2 | $505 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 3 | $679 | 0.00% | −20−87.0% | Reduced |
| Davis Capital Management | 3 | $679 | 0.00% | −1−25.0% | Reduced |
| Bruce G. Allen Investments, LLC | 3 | $679 | 0.00% | −1−25.0% | Reduced |
| Luken Investment Analytics, LLC | 3 | $679 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $680 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $906 | 0.00% | −3−42.9% | Reduced |
| JNBA Financial Advisors | 4 | $906 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 4 | $906 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 4 | $906 | 0.02% | +2+100.0% | Added |
| Mascoma Wealth Management LLC | 5 | $1.13K | 0.00% | +5 | New |
| Abound Financial, LLC | 5 | $1.13K | 0.00% | +5 | New |
| Godfrey Financial Associates, Inc. | 5 | $1.13K | 0.00% | +5 | New |
| Legacy Wealth Managment, LLC | 5 | $1.13K | 0.00% | −17−77.3% | Reduced |
| Rialto Wealth Management, LLC | 6 | $1.36K | 0.00% | −2−25.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6 | $1.36K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 6 | $1.36K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 6 | $1.36K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 1,359 | $1.36K | 0.00% | +1,359 | New |
| Manning & Napier Advisors LLC | 6 | $1.37K | 0.00% | +6 | New |
| LM Advisors LLC | 341 | $1.50K | 0.03% | +341 | New |
| Financial Network Wealth Advisors LLC | 7 | $1.58K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 7 | $1.58K | 0.00% | +1+16.7% | Added |
| Independence Bank of Kentucky | 7 | $1.58K | 0.00% | +7 | New |
| Triumph Capital Management | 7 | $1.58K | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 8 | $1.81K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 8 | $1.81K | 0.00% | +8 | New |
| MJT & Associates Financial Advisory Group, Inc. | 8 | $1.81K | 0.00% | +8 | New |
| 1015 Capital Partners, LLC | 8 | $1.81K | 0.00% | +8 | New |
| Ogorek Anthony Joseph | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 9 | $2.04K | 0.00% | +8+800.0% | Added |
| Quattro Advisors LLC | 9 | $2.04K | 0.00% | +9 | New |
| American Capital Advisory, LLC | 9 | $2.04K | 0.00% | +1+12.5% | Added |
| Berkshire Capital Holdings Inc | 10 | $2.27K | 0.00% | −59,310−100.0% | Reduced |
| J.Safra Asset Management Corp | 10 | $2.27K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 10 | $2.27K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 10 | $2.27K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 10 | $2.27K | 0.07% | +3+42.9% | Added |
| Retirement Wealth Solutions LLC | 10 | $2.27K | 0.00% | +5+100.0% | Added |
| NVWM, LLC | 11 | $2.49K | 0.00% | +4+57.1% | Added |
| Winnow Wealth LLC | 11 | $2.50K | 0.00% | −9−45.0% | Reduced |
| Thompson Investment Management, Inc. | 12 | $2.72K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 12 | $2.72K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 13 | $2.94K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 13 | $2.94K | 0.00% | +8+160.0% | Added |
| Winch Advisory Services, LLC | 14 | $3.17K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $3.40K | 0.00% | −15−50.0% | Reduced |
| Bare Financial Services, Inc | 15 | $3.40K | 0.00% | −9−37.5% | Reduced |
| Ares Financial Consulting, LLC | 15 | $3.40K | 0.00% | +15 | New |
| Rachor Investment Advisory Services, LLC | 15 | $3.40K | 0.00% | +15 | New |
| Bay Harbor Wealth Management, LLC | 16 | $3.62K | 0.00% | +3+23.1% | Added |
| Ankerstar Wealth, LLC | 16 | $3.62K | 0.00% | +16 | New |
| First Eagle Investment Management, LLC | 17 | $3.85K | 0.00% | +17 | New |
| Strive Financial Group ,LLC | 18 | $4.08K | 0.00% | +18 | New |
| North Star Investment Management Corp. | 19 | $4.30K | 0.00% | +17+850.0% | Added |
| IMA Wealth, Inc. | 20 | $4.53K | 0.00% | +18+900.0% | Added |
| DiNuzzo Private Wealth, Inc. | 20 | $4.53K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 20 | $4.53K | 0.00% | +20 | New |
| Maseco LLP | 20 | $4.53K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 23 | $5.21K | 0.00% | +2+9.5% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 23 | $5.21K | 0.00% | +23 | New |
| MCF Advisors LLC | 23 | $5.21K | 0.00% | +10+76.9% | Added |
| Wealth Preservation Advisors, LLC | 24 | $5.44K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 25 | $5.66K | 0.00% | −10−28.6% | Reduced |
| Signature Resources Capital Management, LLC | 25 | $5.66K | 0.00% | +3+13.6% | Added |
| SJS Investment Consulting Inc. | 25 | $5.66K | 0.00% | −77−75.5% | Reduced |
| First Command Advisory Services, Inc. | 26 | $5.89K | 0.00% | +12+85.7% | Added |
| Hurley Capital, LLC | 26 | $5.89K | 0.00% | +26 | New |
| Montag A & Associates Inc | 26 | $5.96K | 0.00% | −561−95.6% | Reduced |
| Valley National Advisers Inc | 30 | $6.00K | 0.00% | −6−16.7% | Reduced |
| Strategic Wealth Advisors LLC | 30 | $6.00K | 0.01% | +30 | New |
| Johnson Financial Group, Inc. | 27 | $6.12K | 0.00% | −39−59.1% | Reduced |
| Eukles Asset Management | 27 | $6.12K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 27 | $6.12K | 0.00% | +2+8.0% | Added |
| Atlantic Union Bankshares Corp | 28 | $6.34K | 0.00% | −61−68.5% | Reduced |
| HFM Investment Advisors, LLC | 29 | $6.57K | 0.00% | +27+1,350.0% | Added |
| Red Tortoise LLC | 30 | $6.79K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 30 | $6.79K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $6.79K | 0.00% | +30 | New |
| ZRC Wealth Management, LLC | 31 | $7.02K | 0.00% | +4+14.8% | Added |
| DV Trading LLC | 31 | $7.02K | 0.00% | +31 | New |
| UMA Financial Services, Inc. | 32 | $7.25K | 0.00% | −64−66.7% | Reduced |
| Wealth Watch Advisors, INC | 33 | $7.47K | 0.00% | +5+17.9% | Added |
| Curio Wealth, LLC | 33 | $7.66K | 0.00% | +33 | New |
| Godsey & Gibb Associates | 35 | $7.93K | 0.00% | −19−35.2% | Reduced |
| Trust Co of Vermont | 35 | $7.93K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 36 | $8.15K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $8.15K | 0.00% | +10+38.5% | Added |
| Joseph Group Capital Management | 37 | $8.38K | 0.00% | +37 | New |
| Harbor Investment Advisory, LLC | 39 | $8.83K | 0.00% | +1+2.6% | Added |
