| Ogorek Anthony Joseph | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $198 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 1 | $198 | 0.00% | +1 | New |
| Nvest Wealth Strategies, Inc. | 1 | $198 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $198 | 0.00% | +1 | New |
| Westend Capital Management, LLC | 1 | $216 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 2 | $396 | 0.00% | +2 | New |
| First Pacific Financial | 2 | $396 | 0.00% | +2 | New |
| Tidemark, LLC | 2 | $396 | 0.00% | +2 | New |
| Wilkerson Advisory Group LLC | 2 | $396 | 0.00% | +2 | New |
| Investors Portfolio Services LLC | 2 | $399 | 0.00% | +2 | New |
| Curio Wealth, LLC | 3 | $593 | 0.00% | +3 | New |
| Essential Partners LLC | 3 | $593 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $594 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4 | $712 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $791 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 4 | $791 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 4 | $791 | 0.00% | +4 | New |
| Trust Co of Toledo NA | 5 | $989 | 0.00% | +5 | New |
| Capula Management Ltd | 5 | $989 | 0.00% | +5 | New |
| Whipplewood Advisors, LLC | 5 | $989 | 0.00% | +5 | New |
| Napier Financial, LLC | 5 | $989 | 0.00% | +5 | New |
| Phillip James Consulting Co. | 4 | $1.00K | 0.00% | +4 | New |
| Dunhill Financial, LLC | 5 | $1.17K | 0.00% | −1−16.7% | Reduced |
| Atwood & Palmer Inc | 7 | $1.39K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 7 | $1.39K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 7 | $1.39K | 0.00% | +7 | New |
| North Star Investment Management Corp. | 8 | $1.58K | 0.00% | −3−27.3% | Reduced |
| Triumph Capital Management | 8 | $1.58K | 0.00% | +5+166.7% | Added |
| Financial Consulate, Inc | 8 | $1.58K | 0.00% | +8 | New |
| NVWM, LLC | 9 | $1.78K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $1.78K | 0.00% | +1+12.5% | Added |
| 1015 Capital Partners, LLC | 9 | $1.78K | 0.00% | +2+28.6% | Added |
| Prestige Wealth Management Group LLC | 9 | $1.78K | 0.00% | −4−30.8% | Reduced |
| Clark Wealth Partners | 9 | $1.78K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 10 | $1.99K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 10 | $1.99K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 11 | $2.18K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 12 | $2.37K | 0.00% | +1+9.1% | Added |
| Clayton Financial Group LLC | 12 | $2.37K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 13 | $2.57K | 0.00% | +11+550.0% | Added |
| Hollencrest Capital Management | 15 | $2.97K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $2.97K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 15 | $2.97K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 16 | $3.17K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 17 | $3.36K | 0.00% | −50−74.6% | Reduced |
| Activest Wealth Management | 17 | $3.36K | 0.00% | +17 | New |
| McMillan Office, Inc. | 18 | $3.56K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 19 | $3.76K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $3.76K | 0.00% | +1+5.6% | Added |
| Financial Network Wealth Advisors LLC | 19 | $3.76K | 0.00% | +2+11.8% | Added |
| Marquette Asset Management, LLC | 19 | $3.76K | 0.00% | +2+11.8% | Added |
| TFC Financial Management | 19 | $3.80K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $3.96K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $3.96K | 0.00% | +2+11.1% | Added |
| Penserra Capital Management LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 21 | $4.15K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 22 | $4.35K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 23 | $4.38K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 23 | $4.56K | 0.00% | +2+9.5% | Added |
| Highline Wealth Partners LLC | 25 | $4.86K | 0.00% | +1+4.2% | Added |
| MBM Wealth Consultants, LLC | 26 | $5.14K | 0.00% | +26 | New |
| Byrne Asset Management LLC | 27 | $5.34K | 0.00% | −5−15.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 27 | $5.34K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 27 | $5.34K | 0.00% | +3+12.5% | Added |
| Founders Capital Management | 27 | $5.43K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 28 | $5.48K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 28 | $5.54K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 31 | $6.13K | 0.00% | +23+287.5% | Added |
| ZRC Wealth Management, LLC | 32 | $6.33K | 0.00% | +12+60.0% | Added |
| Hurley Capital, LLC | 33 | $6.61K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 34 | $6.72K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 35 | $6.92K | 0.00% | +1+2.9% | Added |
| SWAN Capital LLC | 35 | $6.92K | 0.00% | +5+16.7% | Added |
| United Financial Planning Group LLC | 35 | $6.92K | 0.00% | +35 | New |
| Torren Management, LLC | 36 | $7.04K | 0.00% | −1,185−97.1% | Reduced |
| IMG Wealth Management, Inc. | 36 | $7.12K | 0.00% | +18+100.0% | Added |
| Vermillion Wealth Management, Inc. | 36 | $7.14K | 0.00% | +22+157.1% | Added |
| Bogart Wealth, LLC | 37 | $7.32K | 0.00% | +5+15.6% | Added |
| True Wealth Design, LLC | 37 | $7.32K | 0.00% | +1+2.8% | Added |
| Newbridge Financial Services Group, Inc. | 37 | $7.41K | 0.00% | −3−7.5% | Reduced |
| Cornerstone Planning Group LLC | 37 | $7.43K | 0.00% | +20+117.6% | Added |
| Pinnacle Bancorp, Inc. | 38 | $7.52K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 38 | $7.52K | 0.00% | −13−25.5% | Reduced |
| Plato Investment Management Ltd | 40 | $7.92K | 0.00% | +40 | New |
| Heritage Wealth Advisors | 41 | $8.11K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 41 | $8.11K | 0.01% | 00.0% | Unchanged |
| Burk Holdings LLC | 41 | $8.11K | 0.00% | +41 | New |
| Cornerstone Financial Management LLC | 43 | $8.51K | 0.01% | +9+26.5% | Added |
| Joseph Group Capital Management | 47 | $9.30K | 0.00% | +47 | New |
| Atlantic Edge Private Wealth Management, LLC | 50 | $9.89K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 54 | $10.0K | 0.00% | +12+28.6% | Added |
| BOK Financial Private Wealth, Inc. | 51 | $10.1K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 54 | $10.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 55 | $10.9K | 0.00% | +11+25.0% | Added |
| Cassaday & Co Wealth Management LLC | 56 | $11.1K | 0.00% | +56 | New |
| LGT Financial Advisors LLC | 56 | $11.1K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 57 | $11.3K | 0.00% | +2+3.6% | Added |