| Kingdom Financial Group LLC. | 1 | $123 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 1 | $123 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $195 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 1 | $196 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $196 | 0.00% | +1 | New |
| Redwood Park Advisors LLC | 2 | $392 | 0.00% | −2−50.0% | Reduced |
| Copia Wealth Management | 2 | $392 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $392 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $588 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $588 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $588 | 0.00% | +1+50.0% | Added |
| North Star Investment Management Corp. | 3 | $588 | 0.00% | +3 | New |
| Synergy Investment Management, LLC | 3 | $588 | 0.00% | +3 | New |
| Westfuller Advisors, LLC | 3 | $590 | 0.00% | +1+50.0% | Added |
| Caitlin John, LLC | 3 | $640 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $784 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 4 | $784 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $980 | 0.00% | +2+66.7% | Added |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | +4 | New |
| South State Corp. | 6 | $1.18K | 0.00% | −13−68.4% | Reduced |
| HFM Investment Advisors, LLC | 6 | $1.18K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 6 | $1.18K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 6 | $1.18K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 6 | $1.18K | 0.00% | +3+100.0% | Added |
| NBT Bank N A | 6 | $1.18K | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 7 | $1.37K | 0.00% | −1−12.5% | Reduced |
| Nemes Rush Group LLC | 7 | $1.37K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 7 | $1.37K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $1.37K | 0.00% | +2+40.0% | Added |
| Retirement Wealth Solutions LLC | 7 | $1.37K | 0.00% | +2+40.0% | Added |
| Essential Partners LLC | 7 | $1.37K | 0.00% | +3+75.0% | Added |
| Vermillion Wealth Management, Inc. | 7 | $1.37K | 0.00% | +7 | New |
| Burk Holdings LLC | 8 | $1.57K | 0.00% | +8 | New |
| Solstein Capital, LLC | 9 | $1.76K | 0.00% | −40−81.6% | Reduced |
| Mascoma Wealth Management LLC | 9 | $1.76K | 0.00% | −3−25.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 9 | $1.76K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 10 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bayban | 10 | $1.96K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 10 | $1.96K | 0.00% | +2+25.0% | Added |
| Hughes Financial Services, LLC | 10 | $1.96K | 0.00% | +5+100.0% | Added |
| Valued Wealth Advisors LLC | 11 | $2.16K | 0.00% | −3−21.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 11 | $2.16K | 0.00% | +11 | New |
| Albion Financial Group | 11 | $2.16K | 0.00% | +11 | New |
| JDM Financial Group LLC | 11 | $2.16K | 0.00% | +11 | New |
| Torren Management, LLC | 12 | $2.39K | 0.00% | −398−97.1% | Reduced |
| RMG Wealth Management LLC | 13 | $2.47K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 13 | $2.55K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 14 | $2.74K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 14 | $2.74K | 0.00% | +9+180.0% | Added |
| SHP Wealth Management | 14 | $2.74K | 0.00% | +14 | New |
| Bogart Wealth, LLC | 14 | $2.83K | 0.00% | +8+133.3% | Added |
| JNBA Financial Advisors | 15 | $2.94K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 15 | $2.94K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $2.94K | 0.00% | +4+36.4% | Added |
| Adirondack Trust Co | 16 | $3.13K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 17 | $3.33K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 17 | $3.33K | 0.00% | +9+112.5% | Added |
| Arlington Trust Co LLC | 17 | $3.33K | 0.00% | +17 | New |
| Bay Harbor Wealth Management, LLC | 18 | $3.53K | 0.00% | +3+20.0% | Added |
| Cornerstone Financial Management LLC | 18 | $3.53K | 0.00% | +3+20.0% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $3.72K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 19 | $3.72K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 21 | $4.12K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 21 | $4.17K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 22 | $4.31K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 22 | $4.31K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 25 | $4.90K | 0.00% | +25 | New |
| Bank of Jackson Hole Trust | 26 | $5.09K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 26 | $5.09K | 0.00% | +26 | New |
| Prosperity Bancshares Inc | 27 | $5.29K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 29 | $5.68K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 30 | $5.88K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 31 | $6.08K | 0.00% | −13−29.5% | Reduced |
| High Note Wealth, LLC | 31 | $6.08K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 31 | $6.08K | 0.00% | +31 | New |
| Harbor Asset Planning, Inc. | 32 | $6.30K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 33 | $6.47K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 34 | $6.66K | 0.00% | −51−60.0% | Reduced |
| First Command Advisory Services, Inc. | 34 | $6.66K | 0.00% | +22+183.3% | Added |
| Park Square Financial Group, LLC | 35 | $6.86K | 0.05% | +35 | New |
| Scarborough Advisors, LLC | 37 | $7.25K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 38 | $7.45K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 38 | $7.51K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 39 | $7.72K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 40 | $7.84K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 40 | $7.84K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 40 | $7.84K | 0.00% | +40 | New |
| St Germain D J Co Inc | 41 | $8.04K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 42 | $8.26K | 0.00% | +22+110.0% | Added |
| EFG International AG | 43 | $8.43K | 0.00% | +43 | New |
| Kemnay Advisory Services Inc. | 44 | $8.62K | 0.00% | +44 | New |
| Bartlett & Co. Wealth Management LLC | 46 | $8.81K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 47 | $9.17K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 48 | $9.19K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 50 | $9.80K | 0.01% | −19−27.5% | Reduced |
| Oakworth Capital, Inc. | 50 | $9.80K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 50 | $9.80K | 0.00% | +50 | New |
| Axiom Investment Management LLC | 50 | $9.80K | 0.01% | +50 | New |
| Leonteq Securities AG | 51 | $9.99K | 0.00% | +50+5,000.0% | Added |
| Roxbury Financial LLC | 52 | $10.3K | 0.01% | 00.0% | Unchanged |