| Aspect Partners, LLC | 1 | $236 | 0.00% | −9−90.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 1 | $236 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 1 | $236 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $236 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $236 | 0.00% | +1 | New |
| Buck Wealth Strategies, LLC | 1 | $236 | 0.00% | +1 | New |
| Mosley Wealth Management | 1 | $236 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 1 | $236 | 0.00% | +1 | New |
| Clark Wealth Partners | 1 | $236 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 2 | $380 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $472 | 0.00% | −34−94.4% | Reduced |
| WestEnd Advisors, LLC | 2 | $472 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $472 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $472 | 0.00% | +1+100.0% | Added |
| Quaker Wealth Management, LLC | 2 | $472 | 0.00% | +2 | New |
| High Note Wealth, LLC | 2 | $472 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $477 | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $527 | 0.00% | −100,545−100.0% | Reduced |
| DecisionPoint Financial, LLC | 3 | $697 | 0.00% | +3 | New |
| Strive Financial Group ,LLC | 3 | $708 | 0.00% | −5−62.5% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $708 | 0.00% | −1−25.0% | Reduced |
| PayPay Securities Corp | 3 | $708 | 0.03% | −1−25.0% | Reduced |
| Frazier Financial Advisors, LLC | 3 | $708 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $708 | 0.00% | +2+200.0% | Added |
| Motco | 3 | $708 | 0.00% | +3 | New |
| Cape Investment Advisory, Inc. | 3 | $708 | 0.00% | +3 | New |
| Provenance Wealth Advisors, LLC | 3 | $708 | 0.00% | +3 | New |
| Planning Strategies Inc. | 3 | $708 | 0.00% | +3 | New |
| Meramec Financial Planners, LLC | 4 | $824 | 0.00% | +4 | New |
| NBC Securities, Inc. | 4 | $943 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $944 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 4 | $944 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 4 | $944 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $944 | 0.00% | +2+100.0% | Added |
| Winthrop Capital Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 5 | $1.00K | 0.00% | +5 | New |
| NVWM, LLC | 5 | $1.18K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5 | $1.18K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5 | $1.18K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 5 | $1.18K | 0.00% | +1+25.0% | Added |
| Crewe Advisors LLC | 5 | $1.18K | 0.00% | +5 | New |
| Strengthening Families & Communities, LLC | 5 | $1.18K | 0.00% | +5 | New |
| Ameriflex Group, Inc. | 5 | $1.18K | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 6 | $1.42K | 0.00% | +2+50.0% | Added |
| Asset Dedication, LLC | 6 | $1.42K | 0.00% | −54−90.0% | Reduced |
| NBT Bank N A | 6 | $1.42K | 0.00% | −34−85.0% | Reduced |
| True Wealth Design, LLC | 7 | $1.65K | 0.00% | −27−79.4% | Reduced |
| Seneschal Advisors, LLC | 7 | $1.65K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 7 | $1.65K | 0.00% | +7 | New |
| Highland Investment Advisors LLC | 7 | $1.65K | 0.00% | +7 | New |
| Dunhill Financial, LLC | 7 | $1.75K | 0.00% | +1+16.7% | Added |
| Versant Capital Management, Inc | 9 | $2.12K | 0.00% | −61−87.1% | Reduced |
| Golden State Wealth Management, LLC | 9 | $2.12K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $2.12K | 0.00% | +9 | New |
| Golden State Equity Partners | 10 | $2.36K | 0.01% | −398−97.5% | Reduced |
| JPL Wealth Management, LLC | 10 | $2.36K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 10 | $2.36K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 10 | $2.36K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $2.36K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 11 | $2.60K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 11 | $2.60K | 0.00% | +2+22.2% | Added |
| HFM Investment Advisors, LLC | 11 | $2.60K | 0.00% | +6+120.0% | Added |
| Millstone Evans Group, LLC | 11 | $2.60K | 0.00% | +11 | New |
| Park Square Financial Group, LLC | 11 | $2.60K | 0.02% | +11 | New |
| Roxbury Financial LLC | 12 | $2.83K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 12 | $2.83K | 0.00% | +12 | New |
| Silver Grove Financial Group, Inc. | 12 | $2.83K | 0.00% | +12 | New |
| Caitlin John, LLC | 13 | $3.07K | 0.00% | −2,769−99.5% | Reduced |
| Center for Financial Planning, Inc. | 13 | $3.07K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $3.30K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 15 | $3.54K | 0.00% | +15 | New |
| Evermay Wealth Management LLC | 15 | $3.54K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $3.54K | 0.00% | +8+114.3% | Added |
| Bullock Wealth Management Group | 17 | $3.94K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $4.01K | 0.00% | +3+21.4% | Added |
| GHP Investment Advisors, Inc. | 18 | $4.25K | 0.00% | +18 | New |
| Cornerstone Financial Management LLC | 19 | $4.48K | 0.00% | +11+137.5% | Added |
| Salem Investment Counselors Inc | 20 | $4.72K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 20 | $4.72K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $4.72K | 0.00% | +1+5.3% | Added |
| CBIZ Investment Advisory Services, LLC | 25 | $4.93K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 21 | $4.96K | 0.00% | +21 | New |
| Cornerstone Planning Group LLC | 24 | $5.01K | 0.00% | +1+4.3% | Added |
| McMillan Office, Inc. | 22 | $5.19K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 22 | $5.19K | 0.00% | +8+57.1% | Added |
| ZRC Wealth Management, LLC | 22 | $5.19K | 0.00% | +22 | New |
| Wellington-Altus USA Inc. | 27 | $5.33K | 0.00% | 00.0% | Unchanged |
| Trust Co | 23 | $5.43K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 23 | $5.43K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 25 | $5.90K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 25 | $5.90K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 28 | $6.61K | 0.00% | +28 | New |
| Kilter Group LLC | 29 | $6.84K | 0.00% | +7+31.8% | Added |
| Capital Advisors, Ltd. LLC | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $7.00K | 0.00% | +9+42.9% | Added |
| Torren Management, LLC | 31 | $7.32K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $7.55K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 34 | $8.02K | 0.00% | −19−35.8% | Reduced |