| Atlas Capital Advisors LLC | 1 | $103 | 0.00% | +1 | New |
| Bayforest Capital Ltd | 1 | $104 | 0.00% | −80−98.8% | Reduced |
| WestEnd Advisors, LLC | 1 | $104 | 0.00% | −2−66.7% | Reduced |
| HFM Investment Advisors, LLC | 1 | $104 | 0.00% | −1−50.0% | Reduced |
| Blume Capital Management, Inc. | 1 | $104 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $104 | 0.00% | +1 | New |
| Westfuller Advisors, LLC | 2 | $207 | 0.00% | +2 | New |
| Stephens Consulting, LLC | 2 | $208 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 3 | $311 | 0.00% | −8−72.7% | Reduced |
| Colonial Trust Co | 3 | $311 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $311 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $312 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $312 | 0.00% | +2+200.0% | Added |
| Dunhill Financial, LLC | 4 | $369 | 0.00% | +4 | New |
| Turning Point Benefit Group, Inc. | 4 | $414 | 0.00% | −12−75.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $414 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 5 | $518 | 0.00% | +5 | New |
| Optima Capital LLC | 5 | $518 | 0.00% | +5 | New |
| Kilter Group LLC | 5 | $519 | 0.00% | −3−37.5% | Reduced |
| Raffa Wealth Management, LLC | 6 | $622 | 0.00% | −5−45.5% | Reduced |
| Trust Co of Toledo NA | 6 | $622 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $622 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 6 | $622 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 6 | $622 | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 6 | $623 | 0.00% | −21−77.8% | Reduced |
| TFC Financial Management | 6 | $623 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 7 | $726 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $726 | 0.00% | +3+75.0% | Added |
| Financial Network Wealth Advisors LLC | 8 | $829 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $934 | 0.00% | −2−18.2% | Reduced |
| DV Trading LLC | 10 | $1.04K | 0.00% | +10 | New |
| Sound Income Strategies, LLC | 11 | $1.11K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 12 | $1.24K | 0.00% | −12−50.0% | Reduced |
| Basecamp Wealth Advisors LLC | 12 | $1.24K | 0.00% | +12 | New |
| Private Wealth Management Group, LLC | 12 | $1.25K | 0.00% | −66−84.6% | Reduced |
| Legacy Wealth Managment, LLC | 12 | $1.25K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $1.45K | 0.00% | +9+180.0% | Added |
| McGuire Capital Advisors Inc | 16 | $1.66K | 0.00% | +16 | New |
| Addison Advisors LLC | 17 | $1.76K | 0.00% | +5+41.7% | Added |
| Quest 10 Wealth Builders, Inc. | 18 | $1.87K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 18 | $1.87K | 0.00% | +18 | New |
| MV Capital Management, Inc. | 19 | $1.97K | 0.00% | +8+72.7% | Added |
| Winthrop Capital Management, LLC | 20 | $2.00K | 0.00% | +12+150.0% | Added |
| Cornerstone Planning Group LLC | 21 | $2.05K | 0.00% | −55−72.4% | Reduced |
| Retirement Wealth Solutions LLC | 20 | $2.07K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 20 | $2.07K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 22 | $2.28K | 0.00% | −4−15.4% | Reduced |
| Abound Wealth Management | 22 | $2.28K | 0.00% | +2+10.0% | Added |
| Rossby Financial, LCC | 23 | $2.38K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $2.49K | 0.00% | +24 | New |
| Vision Retirement, LLC | 25 | $2.59K | 0.00% | +25 | New |
| Basepoint Wealth LLC | 26 | $2.69K | 0.00% | +26 | New |
| Horizon Financial Services, LLC | 27 | $2.80K | 0.00% | −45−62.5% | Reduced |
| Investment Research & Advisory Group, Inc. | 24 | $2.80K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 27 | $2.80K | 0.00% | +27 | New |
| SHP Wealth Management | 28 | $2.90K | 0.00% | +28 | New |
| MCF Advisors LLC | 29 | $3.01K | 0.00% | +29 | New |
| Howard Hughes Medical Institute | 32 | $3.32K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 32 | $3.32K | 0.00% | +32 | New |
| Greenline Wealth Management LLC | 32 | $3.35K | 0.00% | +32 | New |
| Signature Equity Partners, LLC | 35 | $3.63K | 0.00% | +35 | New |
| Wealth Watch Advisors, INC | 36 | $3.73K | 0.00% | −5−12.2% | Reduced |
| Golden State Wealth Management, LLC | 36 | $3.73K | 0.00% | +16+80.0% | Added |
| ZRC Wealth Management, LLC | 36 | $3.73K | 0.00% | +16+80.0% | Added |
| Whittier Trust Co of Nevada Inc | 37 | $3.98K | 0.00% | −8−17.8% | Reduced |
| Valley National Advisers Inc | 45 | $4.00K | 0.00% | +4+9.8% | Added |
| Avion Wealth | 40 | $4.00K | 0.00% | +2+5.3% | Added |
| Root Financial Partners, LLC | 44 | $4.56K | 0.00% | −78−63.9% | Reduced |
| Graney & King, LLC | 48 | $4.98K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 49 | $5.08K | 0.00% | +7+16.7% | Added |
| South State Corp. | 51 | $5.29K | 0.00% | +33+183.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $5.50K | 0.00% | +35+194.4% | Added |
| Ameriflex Group, Inc. | 57 | $5.91K | 0.00% | −1,189−95.4% | Reduced |
| Capital Advisors, Ltd. LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 59 | $6.12K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 104 | $6.22K | 0.00% | +3+3.0% | Added |
| Toth Financial Advisory Corp | 70 | $7.26K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 72 | $7.30K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 72 | $7.46K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 77 | $7.98K | 0.00% | +49+175.0% | Added |
| Armstrong Advisory Group, Inc | 79 | $8.19K | 0.00% | −55−41.0% | Reduced |
| Farmers & Merchants Investments Inc | 84 | $8.71K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 84 | $8.71K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 84 | $8.71K | 0.00% | +84 | New |
| Newbridge Financial Services Group, Inc. | 84 | $8.71K | 0.00% | +84 | New |
| Prestige Wealth Management Group LLC | 88 | $9.12K | 0.00% | +85+2,833.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 90 | $9.33K | 0.00% | −6−6.3% | Reduced |
| Private Trust Co NA | 90 | $9.33K | 0.00% | −5−5.3% | Reduced |
| Park Square Financial Group, LLC | 49 | $9.95K | 0.06% | +49 | New |
| Trust Co of Vermont | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 100 | $10.4K | 0.01% | +100 | New |
| Virtus ETF Advisers LLC | 111 | $11.5K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 115 | $11.9K | 0.00% | +20+21.1% | Added |
| Frazier Financial Advisors, LLC | 120 | $12.4K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 128 | $13.3K | 0.01% | +38+42.2% | Added |
| ORG Partners LLC | 131 | $13.6K | 0.00% | +87+197.7% | Added |
| Mascoma Wealth Management LLC | 137 | $14.2K | 0.00% | 00.0% | Unchanged |
| Reflection Asset Management | 141 | $14.6K | 0.01% | +141 | New |
| 1015 Capital Partners, LLC | 142 | $14.7K | 0.01% | +142 | New |
| Bell Investment Advisors, Inc | 142 | $14.7K | 0.00% | −32−18.4% | Reduced |