| Nova Wealth Management, Inc. | 1 | $217 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $218 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $218 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $218 | 0.00% | +1 | New |
| Bear Mountain Capital, Inc. | 2 | $413 | 0.00% | +2 | New |
| Aventura Private Wealth, LLC | 2 | $434 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2 | $434 | 0.00% | +2 | New |
| Crewe Advisors LLC | 2 | $435 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $435 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 3 | $602 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 3 | $651 | 0.00% | +2+200.0% | Added |
| GoalVest Advisory LLC | 3 | $651 | 0.00% | +3 | New |
| WealthTrak Capital Management LLC | 3 | $652 | 0.00% | +1+50.0% | Added |
| Wood Tarver Financial Group, LLC | 3 | $652 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $652 | 0.00% | +3 | New |
| Cherry Tree Wealth Management, LLC | 4 | $760 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $771 | 0.00% | +1+33.3% | Added |
| Strengthening Families & Communities, LLC | 4 | $869 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $869 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $869 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 4 | $869 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $869 | 0.00% | +4 | New |
| Sierra Ocean, LLC | 4 | $875 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $1.08K | 0.00% | +5 | New |
| NVWM, LLC | 5 | $1.09K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 5 | $1.09K | 0.00% | +5 | New |
| Montag A & Associates Inc | 7 | $1.43K | 0.00% | −1−12.5% | Reduced |
| Prestige Wealth Management Group LLC | 8 | $1.74K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 9 | $1.95K | 0.00% | +9 | New |
| Bare Financial Services, Inc | 10 | $2.17K | 0.00% | +10 | New |
| Kiker Wealth Management, LLC | 10 | $2.17K | 0.00% | +10 | New |
| Rossby Financial, LCC | 11 | $2.19K | 0.00% | +11 | New |
| Painted Porch Advisors LLC | 10 | $2.21K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 11 | $2.39K | 0.00% | +11 | New |
| North Capital, Inc. | 12 | $2.63K | 0.00% | +12 | New |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $2.82K | 0.00% | −8−38.1% | Reduced |
| Ulland Investment Advisors, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $3.04K | 0.00% | +7+100.0% | Added |
| Hughes Financial Services, LLC | 14 | $3.05K | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 16 | $3.10K | 0.00% | +4+33.3% | Added |
| Raffa Wealth Management, LLC | 15 | $3.26K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 11 | $3.26K | 0.00% | −4−26.7% | Reduced |
| Global Financial Private Client, LLC | 15 | $3.26K | 0.00% | +10+200.0% | Added |
| Flaharty Asset Management, LLC | 15 | $3.26K | 0.00% | +15 | New |
| Aspect Partners, LLC | 16 | $3.47K | 0.00% | −3−15.8% | Reduced |
| Spire Wealth Management | 16 | $3.47K | 0.00% | +1+6.7% | Added |
| Sachetta, LLC | 18 | $3.91K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $4.56K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 21 | $4.56K | 0.00% | +21 | New |
| CBIZ Investment Advisory Services, LLC | 21 | $4.56K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 21 | $4.56K | 0.00% | +5+31.3% | Added |
| Brown Brothers Harriman & Co | 22 | $4.78K | 0.00% | −4−15.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 22 | $4.78K | 0.01% | −3−12.0% | Reduced |
| Sound Income Strategies, LLC | 22 | $4.78K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 22 | $4.78K | 0.00% | +22 | New |
| Centennial Bank | 25 | $5.43K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 30 | $6.51K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 30 | $6.51K | 0.00% | +30 | New |
| Capital A Wealth Management, LLC | 31 | $6.73K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 33 | $7.17K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 33 | $7.17K | 0.00% | +33 | New |
| Dunhill Financial, LLC | 34 | $7.37K | 0.00% | −3−8.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 35 | $7.60K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 35 | $7.60K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 35 | $7.60K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 35 | $7.60K | 0.01% | +24+218.2% | Added |
| WPG Advisers, LLC | 36 | $7.82K | 0.01% | −7−16.3% | Reduced |
| Abound Wealth Management | 37 | $8.04K | 0.00% | −7−15.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 40 | $8.69K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 40 | $8.69K | 0.01% | +40 | New |
| Winch Advisory Services, LLC | 41 | $8.87K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 42 | $9.00K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 43 | $9.34K | 0.01% | +43 | New |
| LRI Investments, LLC | 43 | $9.38K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 45 | $9.79K | 0.00% | +43+2,150.0% | Added |
| UMA Financial Services, Inc. | 51 | $11.1K | 0.00% | +5+10.9% | Added |
| Tanglewood Legacy Advisors, LLC | 55 | $11.9K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 60 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 67 | $14.5K | 0.00% | +67 | New |
| City State Bank | 68 | $14.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 74 | $16.1K | 0.00% | −19−20.4% | Reduced |
| Sunbelt Securities, Inc. | 75 | $16.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 77 | $16.7K | 0.01% | −1−1.3% | Reduced |
| Bruce G. Allen Investments, LLC | 78 | $16.9K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 78 | $16.9K | 0.01% | −79−50.3% | Reduced |
| South State Corp. | 78 | $16.9K | 0.00% | +78 | New |
| JFS Wealth Advisors, LLC | 79 | $17.2K | 0.00% | −32−28.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 79 | $17.2K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 80 | $17.4K | 0.00% | +19+31.1% | Added |
| Beacon Capital Management, LLC | 81 | $17.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 82 | $17.8K | 0.00% | +72+720.0% | Added |
| GW&K Investment Management, LLC | 85 | $18.0K | 0.00% | +6+7.6% | Added |
| Pineridge Advisors LLC | 90 | $19.5K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 90 | $19.5K | 0.00% | +50+125.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 99 | $21.5K | 0.02% | +99 | New |
| Richardson Financial Services Inc. | 100 | $21.7K | 0.02% | +100 | New |
| McIlrath & Eck, LLC | 103 | $22.4K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 105 | $22.8K | 0.01% | +10+10.5% | Added |