| Hemington Wealth Management | 10 | $0 | 0.00% | +10 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $113 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $114 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2 | $226 | 0.00% | +2 | New |
| DHJJ Financial Advisors, Ltd. | 2 | $227 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2 | $227 | 0.00% | +2 | New |
| Colonial Trust Co | 2 | $230 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 3 | $249 | 0.00% | +3 | New |
| 1620 Investment Advisors, Inc. | 2 | $271 | 0.00% | +2 | New |
| Cape Investment Advisory, Inc. | 3 | $339 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 3 | $339 | 0.00% | +3 | New |
| JDM Financial Group LLC | 3 | $339 | 0.00% | +3 | New |
| Core Alternative Capital | 4 | $452 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $453 | 0.00% | −1−20.0% | Reduced |
| True Wealth Design, LLC | 4 | $453 | 0.00% | +2+100.0% | Added |
| Riggs Asset Managment Co. Inc. | 5 | $566 | 0.00% | +3+150.0% | Added |
| PayPay Securities Corp | 6 | $678 | 0.06% | −40−87.0% | Reduced |
| Sound Income Strategies, LLC | 6 | $678 | 0.00% | +6 | New |
| Whittier Trust Co of Nevada Inc | 7 | $791 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 8 | $905 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $1.02K | 0.00% | +3+50.0% | Added |
| Raleigh Capital Management Inc. | 10 | $1.13K | 0.00% | −20−66.7% | Reduced |
| Grove Bank & Trust | 11 | $1.24K | 0.00% | +11 | New |
| Bell Investment Advisors, Inc | 11 | $1.24K | 0.00% | −13−54.2% | Reduced |
| Gen-Wealth Partners Inc | 16 | $1.32K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 22 | $1.33K | 0.00% | +22 | New |
| Legacy Wealth Managment, LLC | 22 | $1.33K | 0.00% | +22 | New |
| Continuum Advisory, LLC | 23 | $1.46K | 0.00% | +2+9.5% | Added |
| Quent Capital, LLC | 13 | $1.47K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.58K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 15 | $1.70K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 15 | $1.70K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $1.70K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 16 | $1.81K | 0.00% | +5+45.5% | Added |
| Highline Wealth Partners LLC | 17 | $1.92K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 17 | $1.92K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 17 | $1.92K | 0.00% | +2+13.3% | Added |
| Liberty One Investment Management, LLC | 19 | $2.15K | 0.00% | −127−87.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $2.26K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 20 | $2.26K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 21 | $2.37K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $2.37K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $2.37K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $2.71K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 24 | $2.71K | 0.00% | +24 | New |
| Barrett & Company, Inc. | 25 | $2.83K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 25 | $2.83K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 25 | $2.83K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 26 | $2.94K | 0.00% | +8+44.4% | Added |
| Avion Wealth | 28 | $3.00K | 0.00% | +5+21.7% | Added |
| Capital Advisors, Ltd. LLC | 30 | $3.00K | 0.00% | +15+100.0% | Added |
| Sachetta, LLC | 28 | $3.17K | 0.00% | +7+33.3% | Added |
| Dunhill Financial, LLC | 28 | $3.21K | 0.00% | +12+75.0% | Added |
| City State Bank | 29 | $3.28K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 30 | $3.39K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 30 | $3.39K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 30 | $3.39K | 0.00% | +30 | New |
| Ancora Advisors, LLC | 32 | $3.62K | 0.00% | +2+6.7% | Added |
| Fortitude Family Office, LLC | 32 | $3.62K | 0.00% | +19+146.2% | Added |
| Private Trust Co NA | 32 | $3.62K | 0.00% | +32 | New |
| Spire Wealth Management | 35 | $3.96K | 0.00% | −166−82.6% | Reduced |
| EverSource Wealth Advisors, LLC | 42 | $4.75K | 0.00% | −66−61.1% | Reduced |
| Sunbelt Securities, Inc. | 44 | $4.97K | 0.00% | −100−69.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 46 | $5.20K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 50 | $5.65K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 50 | $5.65K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $5.65K | 0.00% | +50 | New |
| Tidemark, LLC | 54 | $6.10K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 59 | $6.67K | 0.00% | +59 | New |
| Abich Financial Wealth Management LLC | 60 | $6.78K | 0.02% | +38+172.7% | Added |
| Zions Bancorporation, N.A. | 74 | $8.36K | 0.00% | +4+5.7% | Added |
| Lowe Wealth Advisors, LLC | 75 | $8.48K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 89 | $10.0K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 89 | $10.1K | 0.00% | +89 | New |
| Farmers & Merchants Investments Inc | 91 | $10.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 94 | $10.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 97 | $11.0K | 0.00% | +10+11.5% | Added |
| GW&K Investment Management, LLC | 94 | $11.0K | 0.00% | +9+10.6% | Added |
| Versant Capital Management, Inc | 98 | $11.1K | 0.00% | +46+88.5% | Added |
| Center for Financial Planning, Inc. | 99 | $11.2K | 0.00% | −46−31.7% | Reduced |
| USCF Advisers LLC | 100 | $11.3K | 1.11% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 102 | $11.5K | 0.00% | +17+20.0% | Added |
| Catalyst Capital Advisors LLC | 102 | $11.5K | 0.00% | +17+20.0% | Added |
| HHM Wealth Advisors, LLC | 105 | $11.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 107 | $12.1K | 0.00% | −4−3.6% | Reduced |
| Atlantic Trust, LLC | 110 | $12.4K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 115 | $13.0K | 0.00% | −4−3.4% | Reduced |
| Rise Advisors, LLC | 117 | $13.2K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 117 | $13.2K | 0.00% | +117 | New |
| TFC Financial Management | 123 | $13.9K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 127 | $14.4K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 128 | $14.5K | 0.00% | −148−53.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 134 | $15.1K | 0.00% | −6−4.3% | Reduced |
| IFP Advisors, Inc | 140 | $15.8K | 0.00% | −41−22.7% | Reduced |