| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Darwin Advisors, LLC | 0 | $125 | 0.00% | 0 | New |
| Kingdom Financial Group LLC. | 1 | $133 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $212 | 0.00% | −6−85.7% | Reduced |
| NorthAvenue LLC | 1 | $212 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $212 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $212 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $212 | 0.00% | +1 | New |
| Trifecta Capital Advisors, LLC | 1 | $212 | 0.00% | +1 | New |
| Tidemark, LLC | 1 | $212 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $365 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $424 | 0.00% | −1−33.3% | Reduced |
| Redwood Park Advisors LLC | 2 | $424 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 2 | $424 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 2 | $424 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $636 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $636 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $636 | 0.00% | +3 | New |
| Westfuller Advisors, LLC | 3 | $638 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $649 | 0.00% | −12−80.0% | Reduced |
| Retirement Wealth Solutions LLC | 4 | $848 | 0.00% | −3−42.9% | Reduced |
| IAG Wealth Partners, LLC | 4 | $848 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $848 | 0.00% | +4 | New |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | −6,252−99.9% | Reduced |
| Logan Capital Management Inc | 5 | $1.06K | 0.00% | +5 | New |
| Crewe Advisors LLC | 5 | $1.06K | 0.00% | +5 | New |
| Ameriflex Group, Inc. | 5 | $1.06K | 0.00% | +5 | New |
| NBT Bank N A | 6 | $1.27K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 6 | $1.27K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 6 | $1.27K | 0.00% | +6 | New |
| Nemes Rush Group LLC | 7 | $1.48K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 7 | $1.48K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 7 | $1.48K | 0.00% | +1+16.7% | Added |
| Burk Holdings LLC | 8 | $1.70K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.70K | 0.00% | +1+14.3% | Added |
| Raleigh Capital Management Inc. | 8 | $1.70K | 0.00% | −17−68.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 9 | $1.91K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 9 | $1.91K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 9 | $1.91K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 9 | $1.91K | 0.00% | +3+50.0% | Added |
| Bellevue Asset Management, LLC | 10 | $2.12K | 0.00% | +10 | New |
| Financial Consulate, Inc | 10 | $2.12K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 10 | $2.12K | 0.00% | 00.0% | Unchanged |
| Bayban | 10 | $2.12K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 11 | $2.33K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 11 | $2.33K | 0.00% | −173−94.0% | Reduced |
| Valued Wealth Advisors LLC | 11 | $2.33K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 12 | $2.59K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 13 | $2.75K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $2.76K | 0.00% | +7+116.7% | Added |
| Bogart Wealth, LLC | 13 | $2.86K | 0.00% | −1−7.1% | Reduced |
| Leonteq Securities AG | 14 | $2.97K | 0.00% | −37−72.5% | Reduced |
| Aspect Partners, LLC | 14 | $2.97K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 15 | $3.08K | 0.00% | +15 | New |
| RMG Wealth Management LLC | 13 | $3.09K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $3.18K | 0.00% | +15 | New |
| Adirondack Trust Co | 16 | $3.39K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 17 | $3.60K | 0.00% | −2,583−99.3% | Reduced |
| Arlington Trust Co LLC | 17 | $3.60K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 17 | $3.60K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 17 | $3.60K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 18 | $3.74K | 0.00% | +18 | New |
| Cornerstone Financial Management LLC | 18 | $3.81K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 18 | $3.81K | 0.00% | +18 | New |
| UMA Financial Services, Inc. | 18 | $3.82K | 0.00% | +13+260.0% | Added |
| TSFG, LLC | 21 | $4.00K | 0.00% | +21 | New |
| Hughes Financial Services, LLC | 19 | $4.03K | 0.00% | +9+90.0% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $4.03K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 21 | $4.45K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 21 | $4.45K | 0.00% | +6+40.0% | Added |
| Anchor Investment Management, LLC | 21 | $4.45K | 0.00% | +21 | New |
| Sunrise Financial Services, LLC | 21 | $4.51K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 22 | $4.66K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 24 | $5.09K | 0.00% | +24 | New |
| Bay Harbor Wealth Management, LLC | 25 | $5.30K | 0.00% | +7+38.9% | Added |
| Clear Street Markets LLC | 26 | $5.51K | 0.00% | −298−92.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 26 | $5.51K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 26 | $5.51K | 0.00% | +11+73.3% | Added |
| NBH Bank | 26 | $5.51K | 0.00% | +26 | New |
| Prosperity Bancshares Inc | 27 | $5.72K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 27 | $5.72K | 0.00% | +13+92.9% | Added |
| Meeder Asset Management Inc | 28 | $5.93K | 0.00% | −154−84.6% | Reduced |
| Aventura Private Wealth, LLC | 28 | $5.93K | 0.00% | +22+366.7% | Added |
| CBIZ Investment Advisory Services, LLC | 31 | $6.08K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 29 | $6.15K | 0.06% | −6−17.1% | Reduced |
| TFC Financial Management | 29 | $6.15K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 29 | $6.15K | 0.00% | +18+163.6% | Added |
| Cetera Trust Company, N.A | 30 | $6.36K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 32 | $6.82K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 33 | $6.99K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 34 | $7.21K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 38 | $8.05K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 38 | $8.05K | 0.00% | +7+22.6% | Added |
| Westside Investment Management, Inc. | 39 | $8.27K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 40 | $8.48K | 0.00% | −20−33.3% | Reduced |
| Basepoint Wealth LLC | 40 | $8.48K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 40 | $8.48K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 41 | $8.69K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 43 | $9.16K | 0.00% | +1+2.4% | Added |