| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Cordant, Inc. | 1 | $152 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 1 | $260 | 0.00% | −13−92.9% | Reduced |
| Grove Bank & Trust | 1 | $260 | 0.00% | −1−50.0% | Reduced |
| Concord Wealth Partners | 1 | $260 | 0.00% | +1 | New |
| IMG Wealth Management, Inc. | 1 | $260 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $261 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $261 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $495 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $521 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $521 | 0.01% | +1+100.0% | Added |
| Plante Moran Financial Advisors, LLC | 2 | $521 | 0.00% | +2 | New |
| Nvest Wealth Strategies, Inc. | 2 | $521 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $529 | 0.00% | +1+100.0% | Added |
| PayPay Securities Corp | 3 | $781 | 0.03% | −5−62.5% | Reduced |
| Tidemark, LLC | 3 | $781 | 0.00% | +1+50.0% | Added |
| First Pacific Financial | 3 | $782 | 0.00% | −39−92.9% | Reduced |
| MCF Advisors LLC | 3 | $782 | 0.00% | −18−85.7% | Reduced |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | −17−89.5% | Reduced |
| 1620 Investment Advisors, Inc. | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 4 | $1.04K | 0.00% | +4 | New |
| Buck Wealth Strategies, LLC | 4 | $1.04K | 0.00% | +4 | New |
| Breakwater Investment Management | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 6 | $1.56K | 0.00% | −40−87.0% | Reduced |
| Tripletail Wealth Management, LLC | 6 | $1.56K | 0.00% | −29−82.9% | Reduced |
| WestEnd Advisors, LLC | 6 | $1.56K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 6 | $1.56K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 6 | $1.56K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 6 | $1.56K | 0.00% | +6 | New |
| High Point Wealth Management, LLC | 7 | $1.82K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.82K | 0.00% | +5+250.0% | Added |
| Creative Capital Management Investments LLC | 7 | $1.82K | 0.00% | +7 | New |
| Abound Wealth Management | 8 | $2.08K | 0.00% | −49−86.0% | Reduced |
| North Star Investment Management Corp. | 8 | $2.08K | 0.00% | −46−85.2% | Reduced |
| Motco | 8 | $2.08K | 0.00% | +8 | New |
| Davis Capital Management | 8 | $2.08K | 0.00% | +8 | New |
| Washington Trust Advisors, Inc. | 8 | $2.08K | 0.00% | +8 | New |
| Aspect Partners, LLC | 8 | $2.17K | 0.00% | −13−61.9% | Reduced |
| Copia Wealth Management | 9 | $2.34K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 9 | $2.34K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $2.34K | 0.00% | +1+12.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $2.60K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.60K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 10 | $2.60K | 0.00% | +4+66.7% | Added |
| LifeSteps Financial, Inc. | 10 | $2.60K | 0.00% | +10 | New |
| Strategic Wealth Advisors LLC | 27 | $3.00K | 0.00% | +2+8.0% | Added |
| Capital Analysts, LLC | 10 | $3.00K | 0.00% | +2+25.0% | Added |
| NBT Bank N A | 12 | $3.12K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 12 | $3.12K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 12 | $3.13K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $3.13K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 14 | $3.65K | 0.00% | +5+55.6% | Added |
| JNBA Financial Advisors | 15 | $3.91K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 16 | $4.17K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 16 | $4.17K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 16 | $4.17K | 0.00% | +16 | New |
| Heritage Wealth Advisors | 17 | $4.43K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $4.43K | 0.00% | +17 | New |
| Hughes Financial Services, LLC | 18 | $4.69K | 0.00% | +3+20.0% | Added |
| Wolff Wiese Magana LLC | 18 | $4.69K | 0.00% | +10+125.0% | Added |
| Financial Management Professionals, Inc. | 19 | $4.95K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 19 | $4.95K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 20 | $5.21K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 20 | $5.29K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 21 | $5.47K | 0.00% | +3+16.7% | Added |
| REAP Financial Group, LLC | 21 | $5.47K | 0.00% | +21 | New |
| Hollencrest Capital Management | 22 | $5.73K | 0.00% | −178−89.0% | Reduced |
| Atlantic Trust, LLC | 23 | $5.99K | 0.00% | −30−56.6% | Reduced |
| Private Wealth Management Group, LLC | 24 | $6.25K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 24 | $6.25K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 24 | $6.25K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 24 | $6.25K | 0.00% | +7+41.2% | Added |
| Ameriflex Group, Inc. | 24 | $6.25K | 0.00% | +24 | New |
| Prestige Wealth Management Group LLC | 25 | $6.51K | 0.00% | −3−10.7% | Reduced |
| Pier Capital, LLC | 26 | $6.77K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 27 | $7.03K | 0.00% | +27 | New |
| Planning Strategies Inc. | 27 | $7.03K | 0.00% | +27 | New |
| Accent Capital Management, LLC | 28 | $7.29K | 0.00% | −12−30.0% | Reduced |
| Fedenia Advisers LLC | 28 | $7.29K | 0.00% | +28 | New |
| Cape Investment Advisory, Inc. | 28 | $7.29K | 0.00% | +28 | New |
| Torren Management, LLC | 29 | $7.55K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 29 | $7.66K | 0.00% | +22+314.3% | Added |
| Trust Co of Vermont | 30 | $7.81K | 0.00% | +30 | New |
| PlanVest Financial, Inc | 30 | $7.81K | 0.01% | +30 | New |
| Vision Financial Markets LLC | 30 | $7.93K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 31 | $8.07K | 0.00% | +3+10.7% | Added |
| Triumph Capital Management | 34 | $8.85K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 35 | $9.11K | 0.00% | +18+105.9% | Added |
| Center for Financial Planning, Inc. | 37 | $9.63K | 0.00% | −465−92.6% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 38 | $9.89K | 0.00% | +23+153.3% | Added |
| AdvisorNet Financial, Inc | 41 | $10.7K | 0.00% | −20−32.8% | Reduced |
| Golden State Wealth Management, LLC | 41 | $10.7K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 41 | $10.7K | 0.00% | +4+10.8% | Added |
| South State Corp. | 41 | $10.7K | 0.00% | +9+28.1% | Added |
| Whipplewood Advisors, LLC | 43 | $11.2K | 0.01% | −47−52.2% | Reduced |
| Dogwood Wealth Management LLC | 43 | $11.2K | 0.00% | −14−24.6% | Reduced |
| Albion Financial Group | 43 | $11.2K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 44 | $11.5K | 0.00% | −29−39.7% | Reduced |
| Southern Michigan Bank & Trust | 44 | $11.5K | 0.00% | 00.0% | Unchanged |