| IMA Wealth, Inc. | 1 | $183 | 0.00% | +1 | New |
| LGT Financial Advisors LLC | 1 | $183 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $187 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $193 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $366 | 0.01% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $367 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 2 | $367 | 0.00% | +2 | New |
| Activest Wealth Management | 3 | $503 | 0.00% | −5−62.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 3 | $550 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $733 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $916 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $916 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $916 | 0.00% | +2+66.7% | Added |
| NVWM, LLC | 5 | $916 | 0.00% | +4+400.0% | Added |
| Traub Capital Management LLC | 5 | $916 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 6 | $1.10K | 0.00% | +4+200.0% | Added |
| Tortoise Investment Management, LLC | 6 | $1.10K | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 6 | $1.11K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.28K | 0.00% | +3+75.0% | Added |
| Whipplewood Advisors, LLC | 7 | $1.28K | 0.00% | −76−91.6% | Reduced |
| Principia Wealth Advisory, LLC | 7 | $1.28K | 0.00% | +6+600.0% | Added |
| Quaker Wealth Management, LLC | 7 | $1.28K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 8 | $1.47K | 0.00% | −5−38.5% | Reduced |
| Private Wealth Management Group, LLC | 8 | $1.47K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 8 | $1.47K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $1.48K | 0.00% | −17−68.0% | Reduced |
| Colonial Trust Advisors | 9 | $1.65K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $1.65K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 9 | $1.70K | 0.00% | +7+350.0% | Added |
| Olistico Wealth, LLC | 10 | $1.83K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 10 | $1.83K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $1.83K | 0.00% | −2−16.7% | Reduced |
| Boyd Watterson Asset Management LLC | 12 | $2.20K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $2.31K | 0.00% | −22−64.7% | Reduced |
| Asset Planning,Inc | 13 | $2.38K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 13 | $2.38K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 13 | $2.38K | 0.00% | +13 | New |
| IMG Wealth Management, Inc. | 14 | $2.56K | 0.00% | +14 | New |
| UMA Financial Services, Inc. | 15 | $2.75K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 16 | $2.93K | 0.00% | −22−57.9% | Reduced |
| Capital Advisors, Ltd. LLC | 14 | $3.00K | 0.00% | −2−12.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 17 | $3.12K | 0.00% | −1−5.6% | Reduced |
| Johnson Financial Group, Inc. | 17 | $3.12K | 0.00% | +17 | New |
| Talon Private Wealth, LLC | 18 | $3.30K | 0.00% | +18 | New |
| Rialto Wealth Management, LLC | 18 | $3.30K | 0.00% | +15+500.0% | Added |
| Albion Financial Group | 19 | $3.48K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 20 | $3.67K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 20 | $3.67K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 22 | $4.03K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 23 | $4.21K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 23 | $4.21K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 23 | $4.21K | 0.00% | +23 | New |
| Bellwether Advisors, LLC | 24 | $4.40K | 0.00% | +24 | New |
| LRI Investments, LLC | 25 | $4.58K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 25 | $4.58K | 0.00% | +25 | New |
| Retirement Wealth Solutions LLC | 26 | $4.78K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $4.95K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 28 | $5.00K | 0.00% | +28 | New |
| South Plains Financial, Inc. | 29 | $5.31K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 29 | $5.31K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 29 | $5.31K | 0.00% | +29 | New |
| IAG Wealth Partners, LLC | 30 | $5.50K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 31 | $5.68K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 31 | $5.70K | 0.01% | +31 | New |
| Sunbelt Securities, Inc. | 32 | $5.94K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 33 | $6.05K | 0.00% | −99,459−100.0% | Reduced |
| Financial Management Professionals, Inc. | 33 | $6.05K | 0.00% | +4+13.8% | Added |
| Hughes Financial Services, LLC | 35 | $6.10K | 0.00% | +9+34.6% | Added |
| Mascoma Wealth Management LLC | 39 | $7.15K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 40 | $7.33K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $7.70K | 0.00% | −18−30.0% | Reduced |
| Alerus Financial NA | 42 | $7.70K | 0.00% | +42 | New |
| Semmax Financial Advisors Inc. | 47 | $8.22K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 45 | $8.24K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 45 | $8.24K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 46 | $8.43K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 47 | $8.61K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 49 | $8.98K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 49 | $8.98K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 51 | $9.00K | 0.00% | +20+64.5% | Added |
| Cetera Trust Company, N.A | 50 | $9.16K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 52 | $9.53K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 56 | $9.92K | 0.00% | −27−32.5% | Reduced |
| Valley National Advisers Inc | 58 | $10.0K | 0.00% | −2−3.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 55 | $10.1K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 60 | $11.0K | 0.00% | +34+130.8% | Added |
| Delta Asset Management LLC | 60 | $11.1K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 61 | $11.2K | 0.00% | +23+60.5% | Added |
| MCF Advisors LLC | 64 | $11.7K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 65 | $11.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 63 | $12.0K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 68 | $12.1K | 0.00% | +68 | New |
| Winch Advisory Services, LLC | 67 | $12.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 69 | $12.6K | 0.00% | +54+360.0% | Added |
| Key Financial Inc | 71 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 74 | $13.6K | 0.00% | +8+12.1% | Added |
| Tompkins Financial Corp | 75 | $13.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 75 | $13.7K | 0.00% | +30+66.7% | Added |
| Sierra Ocean, LLC | 75 | $13.8K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 77 | $14.1K | 0.00% | +5+6.9% | Added |