| Kingdom Financial Group LLC. | 1 | $109 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $173 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1 | $174 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 1 | $174 | 0.00% | +1 | New |
| Westfuller Advisors, LLC | 2 | $347 | 0.00% | −24−92.3% | Reduced |
| Cape Investment Advisory, Inc. | 2 | $347 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 2 | $347 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 2 | $347 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $348 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $521 | 0.00% | −27−90.0% | Reduced |
| Marquette Asset Management, LLC | 3 | $521 | 0.00% | −9−75.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $521 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $521 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 3 | $521 | 0.00% | +3 | New |
| Caitlin John, LLC | 3 | $564 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 4 | $694 | 0.00% | −3−42.9% | Reduced |
| IAG Wealth Partners, LLC | 4 | $694 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4 | $694 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $694 | 0.00% | +4 | New |
| Redwood Park Advisors LLC | 4 | $695 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 5 | $868 | 0.00% | −1−16.7% | Reduced |
| Raffa Wealth Management, LLC | 5 | $868 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $868 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $868 | 0.00% | +2+66.7% | Added |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | +6 | New |
| Aventura Private Wealth, LLC | 6 | $1.04K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 6 | $1.04K | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 6 | $1.04K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 6 | $1.12K | 0.00% | −6−50.0% | Reduced |
| Nemes Rush Group LLC | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 7 | $1.22K | 0.00% | +7 | New |
| MidFirst Bank | 7 | $1.22K | 0.00% | +7 | New |
| Clark Wealth Partners | 8 | $1.39K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.39K | 0.00% | +2+33.3% | Added |
| Financial Consulate, Inc | 8 | $1.39K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 9 | $1.56K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 10 | $1.74K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 10 | $1.74K | 0.00% | +10 | New |
| Bayban | 10 | $1.74K | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 11 | $1.91K | 0.00% | +2+22.2% | Added |
| Legacy Bridge, LLC | 11 | $1.91K | 0.00% | +11 | New |
| Activest Wealth Management | 12 | $2.08K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 12 | $2.08K | 0.00% | +12 | New |
| First Command Advisory Services, Inc. | 12 | $2.08K | 0.00% | +12 | New |
| Boyd Watterson Asset Management LLC | 13 | $2.26K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 13 | $2.39K | 0.00% | +13 | New |
| Valued Wealth Advisors LLC | 14 | $2.43K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 14 | $2.43K | 0.00% | +3+27.3% | Added |
| Commonwealth Retirement Investments LLC | 14 | $2.50K | 0.00% | +14 | New |
| Bay Harbor Wealth Management, LLC | 15 | $2.60K | 0.00% | +6+66.7% | Added |
| JNBA Financial Advisors | 15 | $2.60K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 15 | $2.60K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 15 | $2.60K | 0.00% | +15 | New |
| Adirondack Trust Co | 16 | $2.78K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 17 | $2.95K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 17 | $2.95K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $3.30K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 19 | $3.30K | 0.00% | +13+216.7% | Added |
| Clayton Financial Group LLC | 19 | $3.30K | 0.00% | +19 | New |
| Signature Equity Partners, LLC | 20 | $3.49K | 0.00% | +20 | New |
| Entrust Financial LLC | 21 | $3.65K | 0.00% | +21 | New |
| Sunrise Financial Services, LLC | 21 | $3.69K | 0.00% | +21 | New |
| MJT & Associates Financial Advisory Group, Inc. | 22 | $3.82K | 0.00% | +2+10.0% | Added |
| Triumph Capital Management | 22 | $3.82K | 0.00% | +22 | New |
| Howard Hughes Medical Institute | 24 | $4.17K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 26 | $4.51K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 27 | $4.68K | 0.00% | +27 | New |
| Frazier Financial Advisors, LLC | 28 | $4.89K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 29 | $5.03K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 30 | $5.21K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 31 | $5.38K | 0.00% | −85−73.3% | Reduced |
| High Note Wealth, LLC | 31 | $5.38K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 32 | $5.58K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 33 | $5.73K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 35 | $6.07K | 0.00% | +35 | New |
| Scarborough Advisors, LLC | 37 | $6.42K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 38 | $6.59K | 0.00% | +38 | New |
| Ares Financial Consulting, LLC | 38 | $6.59K | 0.01% | +38 | New |
| Alvarez & Marsal Private Wealth Partners, LLC | 38 | $6.59K | 0.00% | +38 | New |
| Westside Investment Management, Inc. | 39 | $6.78K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 40 | $6.94K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 40 | $6.94K | 0.00% | +40 | New |
| St Germain D J Co Inc | 41 | $7.12K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 42 | $7.29K | 0.00% | +42 | New |
| CBIZ Investment Advisory Services, LLC | 44 | $7.63K | 0.00% | +13+41.9% | Added |
| Bartlett & Co. Wealth Management LLC | 46 | $7.98K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 47 | $8.08K | 0.00% | +1+2.2% | Added |
| Fortitude Family Office, LLC | 47 | $8.16K | 0.00% | −2−4.1% | Reduced |
| Solstein Capital, LLC | 49 | $8.50K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 50 | $8.68K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 48 | $8.84K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 52 | $9.04K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 54 | $9.37K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 55 | $9.54K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 56 | $9.72K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 52 | $10.2K | 0.01% | −1−1.9% | Reduced |
| Private Wealth Management Group, LLC | 60 | $10.4K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 62 | $10.8K | 0.01% | 00.0% | Unchanged |