| Ogorek Anthony Joseph | 3 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $137 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $137 | 0.00% | +1 | New |
| Key Financial Inc | 2 | $264 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $265 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $274 | 0.00% | −2−50.0% | Reduced |
| Creative Financial Designs Inc | 2 | $274 | 0.00% | +2 | New |
| JPL Wealth Management, LLC | 2 | $274 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $410 | 0.00% | +1+50.0% | Added |
| Activest Wealth Management | 3 | $410 | 0.00% | +1+50.0% | Added |
| Seneschal Advisors, LLC | 3 | $411 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $547 | 0.00% | −1−20.0% | Reduced |
| Texas Capital Bancshares Inc | 4 | $547 | 0.00% | +4 | New |
| Kilter Group LLC | 4 | $548 | 0.00% | −25−86.2% | Reduced |
| American Capital Advisory, LLC | 4 | $548 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 5 | $684 | 0.00% | +1+25.0% | Added |
| AdvisorNet Financial, Inc | 5 | $684 | 0.00% | +3+150.0% | Added |
| Wealth Watch Advisors, INC | 5 | $684 | 0.00% | +5 | New |
| Atlantic Trust, LLC | 6 | $821 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 7 | $925 | 0.00% | +7 | New |
| Ancora Advisors, LLC | 7 | $958 | 0.00% | −4−36.4% | Reduced |
| Hughes Financial Services, LLC | 8 | $1.05K | 0.00% | +2+33.3% | Added |
| Bryn Mawr Trust Co | 8 | $1.09K | 0.00% | −806−99.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 8 | $1.09K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $1.09K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 8 | $1.09K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 8 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $1.09K | 0.00% | +5+166.7% | Added |
| Country Trust Bank | 8 | $1.09K | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 9 | $1.23K | 0.00% | +2+28.6% | Added |
| High Note Wealth, LLC | 10 | $1.37K | 0.00% | −15−60.0% | Reduced |
| ORG Partners LLC | 10 | $1.37K | 0.00% | −3−23.1% | Reduced |
| Painted Porch Advisors LLC | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $1.37K | 0.00% | −1−9.1% | Reduced |
| BFSG, LLC | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 11 | $1.50K | 0.00% | +11 | New |
| Strive Asset Management, LLC | 11 | $1.50K | 0.00% | +11 | New |
| Aspect Partners, LLC | 11 | $1.50K | 0.00% | +11 | New |
| Abich Financial Wealth Management LLC | 11 | $1.50K | 0.00% | +11 | New |
| Prestige Wealth Management Group LLC | 12 | $1.64K | 0.00% | −7−36.8% | Reduced |
| Private Wealth Asset Management, LLC | 12 | $1.64K | 0.00% | +10+500.0% | Added |
| CBIZ Investment Advisory Services, LLC | 14 | $1.92K | 0.00% | −82−85.4% | Reduced |
| Highline Wealth Partners LLC | 14 | $1.92K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 15 | $2.05K | 0.00% | −284−95.0% | Reduced |
| Cape Investment Advisory, Inc. | 16 | $2.19K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 17 | $2.33K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 17 | $2.36K | 0.00% | −44−72.1% | Reduced |
| CoreCap Advisors, LLC | 18 | $2.46K | 0.00% | −17−48.6% | Reduced |
| Sachetta, LLC | 21 | $2.87K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 24 | $3.00K | 0.00% | −65−73.0% | Reduced |
| Avion Wealth | 28 | $3.00K | 0.00% | −14−33.3% | Reduced |
| Abound Wealth Management | 22 | $3.01K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 23 | $3.15K | 0.00% | −1−4.2% | Reduced |
| ZRC Wealth Management, LLC | 25 | $3.42K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $3.56K | 0.00% | −1−4.0% | Reduced |
| Tortoise Investment Management, LLC | 27 | $3.69K | 0.00% | −4−12.9% | Reduced |
| Harbor Investment Advisory, LLC | 27 | $3.69K | 0.00% | +27 | New |
| Salomon & Ludwin, LLC | 28 | $3.78K | 0.00% | +28 | New |
| Fortitude Family Office, LLC | 28 | $3.83K | 0.00% | +1+3.7% | Added |
| Montag A & Associates Inc | 28 | $3.83K | 0.00% | +28 | New |
| Cloud Capital Management, LLC | 34 | $4.00K | 0.00% | +34 | New |
| Howard Hughes Medical Institute | 30 | $4.11K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 30 | $4.11K | 0.00% | +30 | New |
| Manchester Capital Management LLC | 31 | $4.24K | 0.00% | +28+933.3% | Added |
| Ritter Daniher Financial Advisory LLC | 31 | $4.24K | 0.00% | +31 | New |
| Grove Bank & Trust | 36 | $4.93K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 39 | $4.94K | 0.00% | −1−2.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 36 | $5.00K | 0.00% | +36 | New |
| Clean Yield Group | 37 | $5.06K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 38 | $5.14K | 0.00% | +36+1,800.0% | Added |
| Webster Bank, N. A. | 38 | $5.20K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 39 | $5.34K | 0.00% | +39 | New |
| Trust Co of Vermont | 40 | $5.47K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 44 | $6.02K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 44 | $6.02K | 0.00% | +8+22.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 45 | $6.16K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 46 | $6.29K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 48 | $6.57K | 0.00% | +48 | New |
| Financial Life Planners | 48 | $6.57K | 0.00% | +48 | New |
| Westfuller Advisors, LLC | 53 | $7.25K | 0.00% | +53 | New |
| Johnson Financial Group, Inc. | 54 | $7.39K | 0.00% | +54 | New |
| Marquette Asset Management, LLC | 55 | $7.53K | 0.00% | +55 | New |
| Proffitt & Goodson Inc | 60 | $8.21K | 0.00% | +60 | New |
| Geneos Wealth Management Inc. | 63 | $8.62K | 0.00% | −639−91.0% | Reduced |
| Ameriflex Group, Inc. | 68 | $9.30K | 0.00% | +68 | New |
| Red Tortoise LLC | 70 | $9.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 80 | $10.9K | 0.00% | −6−7.0% | Reduced |
| Ameritas Advisory Services, LLC | 81 | $11.1K | 0.00% | −297−78.6% | Reduced |
| Rakuten Securities, Inc. | 83 | $11.4K | 0.00% | +17+25.8% | Added |
| Private Trust Co NA | 84 | $11.5K | 0.00% | −94−52.8% | Reduced |
| Larson Financial Group LLC | 89 | $12.1K | 0.00% | −460−83.8% | Reduced |
| Harbour Investments, Inc. | 89 | $12.2K | 0.00% | −31−25.8% | Reduced |
| South State Corp. | 89 | $12.2K | 0.00% | −27−23.3% | Reduced |
| Farmers & Merchants Investments Inc | 89 | $12.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 96 | $13.1K | 0.00% | −3−3.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 97 | $13.3K | 0.01% | +19+24.4% | Added |
| North Star Investment Management Corp. | 100 | $13.7K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 102 | $14.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 103 | $14.1K | 0.01% | +3+3.0% | Added |
| Covestor Ltd | 125 | $17.0K | 0.01% | +4+3.3% | Added |