| ORG Partners LLC | 0 | $17 | 0.00% | −216−100.0% | Reduced |
| Truvestments Capital LLC | 0 | $34 | 0.00% | 0 | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $88 | 0.00% | −819−99.9% | Reduced |
| MCF Advisors LLC | 1 | $88 | 0.00% | −14−93.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1 | $88 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $141 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $176 | 0.00% | −58−96.7% | Reduced |
| HFM Investment Advisors, LLC | 2 | $176 | 0.00% | +2 | New |
| Delta Accumulation, LLC | 3 | $254 | 0.00% | −8,300−100.0% | Reduced |
| Albion Financial Group | 3 | $264 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 3 | $264 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 4 | $352 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $352 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $352 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $439 | 0.00% | +5 | New |
| Tacita Capital Inc | 5 | $440 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $440 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $440 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 6 | $516 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 6 | $528 | 0.00% | −10−62.5% | Reduced |
| POM Investment Strategies, LLC | 6 | $528 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 6 | $528 | 0.00% | +6 | New |
| Winnow Wealth LLC | 7 | $606 | 0.00% | +2+40.0% | Added |
| Cherry Tree Wealth Management, LLC | 7 | $616 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 7 | $648 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 8 | $703 | 0.00% | +5+166.7% | Added |
| Carolinas Wealth Consulting LLC | 10 | $879 | 0.00% | −3−23.1% | Reduced |
| NVWM, LLC | 10 | $879 | 0.00% | +10 | New |
| Stonebridge Financial Group, LLC | 10 | $879 | 0.00% | +10 | New |
| Transce3nd, LLC | 10 | $879 | 0.00% | +10 | New |
| Trifecta Capital Advisors, LLC | 10 | $880 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $880 | 0.00% | +5+100.0% | Added |
| Highline Wealth Partners LLC | 10 | $882 | 0.00% | +8+400.0% | Added |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | +4+25.0% | Added |
| Transamerica Financial Advisors, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 13 | $1.01K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 13 | $1.14K | 0.00% | +13 | New |
| Hughes Financial Services, LLC | 14 | $1.23K | 0.00% | +14 | New |
| Graney & King, LLC | 14 | $1.23K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 16 | $1.41K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 16 | $1.41K | 0.00% | +16 | New |
| Dunhill Financial, LLC | 16 | $1.44K | 0.00% | +5+45.5% | Added |
| Wood Tarver Financial Group, LLC | 16 | $1.44K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 17 | $1.50K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 17 | $1.50K | 0.00% | +17 | New |
| PayPay Securities Corp | 19 | $1.69K | 0.10% | −15−44.1% | Reduced |
| Country Trust Bank | 20 | $1.76K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 20 | $1.80K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 21 | $1.85K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 21 | $1.85K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 22 | $1.93K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 24 | $2.11K | 0.00% | −4−14.3% | Reduced |
| Financial Management Professionals, Inc. | 24 | $2.11K | 0.00% | +3+14.3% | Added |
| Abound Wealth Management | 24 | $2.11K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 25 | $2.20K | 0.00% | −25−50.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 25 | $2.20K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 25 | $2.24K | 0.00% | +25 | New |
| CBIZ Investment Advisory Services, LLC | 27 | $2.37K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 27 | $2.38K | 0.00% | −1,069−97.5% | Reduced |
| Burkett Financial Services, LLC | 28 | $2.44K | 0.00% | +1+3.7% | Added |
| Union Savings Bank | 28 | $2.46K | 0.00% | +28 | New |
| Meeder Asset Management Inc | 29 | $2.55K | 0.00% | −14−32.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 30 | $2.64K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 31 | $2.69K | 0.00% | −7−18.4% | Reduced |
| True Wealth Design, LLC | 31 | $2.73K | 0.00% | +26+520.0% | Added |
| Asset Dedication, LLC | 33 | $2.90K | 0.00% | −7−17.5% | Reduced |
| Tradewinds Capital Management, LLC | 34 | $2.99K | 0.00% | +34 | New |
| Duncker Streett & Co Inc | 35 | $3.08K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 36 | $3.17K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 37 | $3.25K | 0.00% | −25−40.3% | Reduced |
| WPG Advisers, LLC | 37 | $3.25K | 0.00% | −30−44.8% | Reduced |
| Raffa Wealth Management, LLC | 37 | $3.25K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 40 | $3.52K | 0.00% | −60−60.0% | Reduced |
| Pflug Koory, LLC | 42 | $3.69K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 43 | $3.78K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 41 | $3.91K | 0.00% | +38+1,266.7% | Added |
| HM Payson & Co | 45 | $3.96K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 45 | $3.96K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 45 | $3.96K | 0.00% | +45 | New |
| Anfield Capital Management, LLC | 47 | $4.13K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 48 | $4.22K | 0.00% | +23+92.0% | Added |
| Islay Capital Management, LLC | 50 | $4.40K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $4.40K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 50 | $4.40K | 0.00% | +50 | New |
| Rialto Wealth Management, LLC | 50 | $4.40K | 0.00% | +50 | New |
| Promus Capital, LLC | 53 | $4.66K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 54 | $4.75K | 0.00% | −12,719−99.6% | Reduced |
| Harvest Fund Management Co., Ltd | 56 | $5.00K | 0.00% | +56 | New |
| NewSquare Capital LLC | 57 | $5.01K | 0.00% | +51+850.0% | Added |
| Financial Freedom, LLC | 60 | $5.26K | 0.00% | −49−45.0% | Reduced |
| McIlrath & Eck, LLC | 63 | $5.54K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 64 | $5.63K | 0.00% | +64 | New |
| Atlantic Trust, LLC | 65 | $5.72K | 0.00% | −329−83.5% | Reduced |
| Whipplewood Advisors, LLC | 20 | $5.80K | 0.00% | −104−83.9% | Reduced |
| Frazier Financial Advisors, LLC | 67 | $5.89K | 0.00% | +2+3.1% | Added |
| SWAN Capital LLC | 68 | $5.98K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 75 | $6.00K | 0.00% | −97−56.4% | Reduced |
| Pin Oak Investment Advisors Inc | 65 | $6.00K | 0.00% | 00.0% | Unchanged |