| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1 | $129 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $129 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 1 | $129 | 0.00% | +1 | New |
| NorthAvenue LLC | 1 | $129 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 2 | $257 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 2 | $258 | 0.00% | −5−71.4% | Reduced |
| High Note Wealth, LLC | 2 | $258 | 0.00% | +1+100.0% | Added |
| Godfrey Financial Associates, Inc. | 2 | $258 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 2 | $260 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $387 | 0.00% | −3−50.0% | Reduced |
| Ameriflex Group, Inc. | 3 | $387 | 0.00% | −3−50.0% | Reduced |
| Rialto Wealth Management, LLC | 3 | $387 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 3 | $426 | 0.00% | +3 | New |
| Stone House Investment Management, LLC | 4 | $516 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $516 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 4 | $516 | 0.00% | +4 | New |
| Quattro Advisors LLC | 4 | $528 | 0.00% | +4 | New |
| Atlas Capital Advisors LLC | 5 | $644 | 0.00% | +5 | New |
| NVWM, LLC | 5 | $645 | 0.00% | +5 | New |
| USA Financial Portformulas Corp | 6 | $774 | 0.00% | −4,096−99.9% | Reduced |
| Winnow Wealth LLC | 6 | $774 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $774 | 0.00% | +1+20.0% | Added |
| Signature Resources Capital Management, LLC | 6 | $774 | 0.00% | +6 | New |
| UMA Financial Services, Inc. | 7 | $903 | 0.00% | −25−78.1% | Reduced |
| Valley National Advisers Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 8 | $1.03K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 8 | $1.03K | 0.00% | +1+14.3% | Added |
| Signature Equity Partners, LLC | 8 | $1.03K | 0.00% | +8 | New |
| CWM Advisors, LLC | 8 | $1.06K | 0.00% | +8 | New |
| 1620 Investment Advisors, Inc. | 9 | $1.16K | 0.00% | −29−76.3% | Reduced |
| WestEnd Advisors, LLC | 9 | $1.16K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 9 | $1.18K | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $1.29K | 0.00% | −1−9.1% | Reduced |
| Dogwood Wealth Management LLC | 11 | $1.42K | 0.00% | −3−21.4% | Reduced |
| JNBA Financial Advisors | 12 | $1.55K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $1.55K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 12 | $1.55K | 0.00% | +12 | New |
| Principia Wealth Advisory, LLC | 13 | $1.68K | 0.00% | −1−7.1% | Reduced |
| Cornerstone Financial Management LLC | 13 | $1.68K | 0.00% | +13 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $1.93K | 0.00% | +15 | New |
| Hughes Financial Services, LLC | 15 | $1.94K | 0.00% | −5−25.0% | Reduced |
| Ogorek Anthony Joseph | 17 | $2.00K | 0.00% | −12−41.4% | Reduced |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 15 | $2.00K | 0.00% | +15 | New |
| 1015 Capital Partners, LLC | 16 | $2.06K | 0.00% | +16 | New |
| Valued Wealth Advisors LLC | 16 | $2.08K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 18 | $2.30K | 0.00% | +2+12.5% | Added |
| Park Place Capital Corp | 18 | $2.32K | 0.00% | +5+38.5% | Added |
| Bay Harbor Wealth Management, LLC | 18 | $2.34K | 0.00% | +6+50.0% | Added |
| Kilter Group LLC | 19 | $2.45K | 0.00% | −22−53.7% | Reduced |
| Highline Wealth Partners LLC | 20 | $2.58K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 21 | $2.71K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 21 | $2.71K | 0.00% | +21 | New |
| Costello Asset Management, INC | 22 | $2.84K | 0.00% | +22 | New |
| Avion Wealth | 29 | $3.00K | 0.00% | −4−12.1% | Reduced |
| Rachor Investment Advisory Services, LLC | 25 | $3.20K | 0.00% | +25 | New |
| Hollencrest Capital Management | 25 | $3.23K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 25 | $3.23K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 25 | $3.23K | 0.00% | +1+4.2% | Added |
| Anfield Capital Management, LLC | 27 | $3.48K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $3.48K | 0.00% | −4−12.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 27 | $3.51K | 0.00% | −6−18.2% | Reduced |
| ZRC Wealth Management, LLC | 28 | $3.61K | 0.00% | +16+133.3% | Added |
| Financial Management Professionals, Inc. | 28 | $3.64K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 29 | $3.74K | 0.00% | +29 | New |
| Garton & Associates Financial Advisors LLC | 30 | $3.87K | 0.00% | +30 | New |
| J.Safra Asset Management Corp | 30 | $3.87K | 0.00% | +30 | New |
| Pittenger & Anderson Inc | 30 | $3.87K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 31 | $4.00K | 0.00% | +24+342.9% | Added |
| Raffa Wealth Management, LLC | 33 | $4.26K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 33 | $4.26K | 0.00% | +33 | New |
| Westside Investment Management, Inc. | 37 | $4.89K | 0.00% | +37 | New |
| South State Corp. | 38 | $4.90K | 0.00% | +4+11.8% | Added |
| Harbor Investment Advisory, LLC | 39 | $5.03K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 39 | $5.03K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 39 | $5.04K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 44 | $5.67K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 43 | $5.67K | 0.00% | +43 | New |
| Cornerstone Planning Group LLC | 44 | $6.01K | 0.00% | +40+1,000.0% | Added |
| BFSG, LLC | 50 | $6.45K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 50 | $6.45K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 53 | $6.84K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 53 | $6.87K | 0.00% | +28+112.0% | Added |
| ORG Partners LLC | 56 | $7.22K | 0.00% | −31−35.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 57 | $7.42K | 0.00% | +15+35.7% | Added |
| Albion Financial Group | 59 | $7.61K | 0.00% | −9−13.2% | Reduced |
| Bruce G. Allen Investments, LLC | 62 | $8.00K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 64 | $8.38K | 0.00% | +64 | New |
| Colonial Trust Co | 68 | $8.82K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 69 | $8.96K | 0.00% | +69 | New |
| Ritter Daniher Financial Advisory LLC | 70 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 72 | $9.37K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 74 | $9.54K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 75 | $9.67K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 75 | $9.67K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 76 | $9.80K | 0.00% | −1−1.3% | Reduced |
| True Wealth Design, LLC | 76 | $9.80K | 0.00% | −84−52.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 77 | $9.93K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 88 | $11.3K | 0.00% | +88 | New |