| Avion Wealth | 11 | $0 | 0.00% | +3+37.5% | Added |
| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 1 | $83 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 1 | $83 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $83 | 0.00% | +1 | New |
| Atlas Capital Advisors LLC | 3 | $247 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $248 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 4 | $326 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 4 | $331 | 0.00% | −1−20.0% | Reduced |
| GHP Investment Advisors, Inc. | 4 | $331 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $413 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 5 | $413 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $413 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 5 | $413 | 0.00% | +5 | New |
| Spectrum Wealth Advisory Group, LLC | 5 | $416 | 0.00% | +5 | New |
| Atlantic Private Wealth, LLC | 5 | $417 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 6 | $496 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $536 | 0.00% | −9−60.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 7 | $578 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $578 | 0.00% | +5+250.0% | Added |
| Clark Wealth Partners | 7 | $579 | 0.00% | −2−22.2% | Reduced |
| Abound Wealth Management | 9 | $744 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $826 | 0.00% | −5−33.3% | Reduced |
| Harbor Investment Advisory, LLC | 10 | $826 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $826 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 11 | $908 | 0.00% | −3−21.4% | Reduced |
| Raffa Wealth Management, LLC | 11 | $908 | 0.00% | −1−8.3% | Reduced |
| Millstone Evans Group, LLC | 11 | $908 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 11 | $908 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $991 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $992 | 0.00% | 00.0% | Unchanged |
| Trust Co | 12 | $998 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 14 | $1.16K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 14 | $1.16K | 0.00% | +6+75.0% | Added |
| Allianz SE | 14 | $1.16K | 0.00% | +14 | New |
| Sankala Group LLC | 13 | $1.23K | 0.00% | +4+44.4% | Added |
| NBT Bank N A | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 15 | $1.24K | 0.00% | +15 | New |
| Sunrise Financial Services, LLC | 16 | $1.32K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 16 | $1.32K | 0.00% | +10+166.7% | Added |
| Retirement Wealth Solutions LLC | 17 | $1.41K | 0.00% | −7−29.2% | Reduced |
| HFM Investment Advisors, LLC | 17 | $1.41K | 0.00% | +8+88.9% | Added |
| Heritage Wealth Advisors | 19 | $1.57K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 19 | $1.57K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $1.65K | 0.00% | 00.0% | Unchanged |
| Vaquero Private Wealth, Ltd | 20 | $1.65K | 0.00% | +20 | New |
| Dunhill Financial, LLC | 20 | $1.67K | 0.00% | −1−4.8% | Reduced |
| Rialto Wealth Management, LLC | 21 | $1.74K | 0.00% | −6−22.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 22 | $1.82K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 23 | $1.90K | 0.00% | +2+9.5% | Added |
| Caldwell Sutter Capital, Inc. | 24 | $1.98K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 25 | $2.06K | 0.00% | −1,265−98.1% | Reduced |
| Grove Bank & Trust | 29 | $2.40K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 29 | $2.40K | 0.00% | +29 | New |
| Kilter Group LLC | 30 | $2.48K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 30 | $2.48K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 30 | $2.48K | 0.00% | +30 | New |
| Clear Street Markets LLC | 31 | $2.56K | 0.00% | −191−86.0% | Reduced |
| Park Place Capital Corp | 31 | $2.56K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 31 | $2.56K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 32 | $2.64K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 32 | $2.64K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 32 | $2.64K | 0.00% | +1+3.2% | Added |
| Glen Eagle Advisors, LLC | 34 | $2.79K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 35 | $2.89K | 0.00% | −294−89.4% | Reduced |
| TFC Financial Management | 35 | $2.89K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 36 | $2.97K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 36 | $3.01K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 40 | $3.30K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 40 | $3.30K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 41 | $3.35K | 0.00% | +9+28.1% | Added |
| Sims Investment Management, LLC | 43 | $3.55K | 0.00% | +43 | New |
| MV Capital Management, Inc. | 43 | $3.55K | 0.00% | −2−4.4% | Reduced |
| Synergy Investment Management, LLC | 43 | $4.09K | 0.00% | +33+330.0% | Added |
| Signature Resources Capital Management, LLC | 54 | $4.46K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 58 | $4.81K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 60 | $4.96K | 0.01% | −184−75.4% | Reduced |
| Arlington Trust Co LLC | 63 | $5.20K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 66 | $5.45K | 0.00% | +66 | New |
| Newbridge Financial Services Group, Inc. | 68 | $5.58K | 0.00% | +29+74.4% | Added |
| Manning & Napier Advisors LLC | 71 | $6.00K | 0.00% | +32+82.1% | Added |
| Colonial Trust Co | 78 | $6.44K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 79 | $6.53K | 0.00% | −11−12.2% | Reduced |
| Prestige Wealth Management Group LLC | 81 | $6.69K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 83 | $6.86K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 90 | $7.43K | 0.00% | +41+83.7% | Added |
| Action Point Financial Planning, LLC | 99 | $8.01K | 0.00% | +99 | New |
| Keating Financial Advisory Services, Inc. | 99 | $8.18K | 0.00% | −3−2.9% | Reduced |
| Stance Capital LLC | 100 | $8.26K | 0.00% | −14,777−99.3% | Reduced |
| Ares Financial Consulting, LLC | 100 | $8.26K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 105 | $8.67K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 111 | $9.17K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 119 | $9.83K | 0.00% | +8+7.2% | Added |
| HHM Wealth Advisors, LLC | 120 | $9.91K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 122 | $10.1K | 0.01% | +1+0.8% | Added |
| Global X Japan Co., Ltd. | 125 | $10.3K | 0.00% | +3+2.5% | Added |
| Eastern Bank | 126 | $10.4K | 0.00% | +76+152.0% | Added |
| Activest Wealth Management | 127 | $10.5K | 0.00% | −5−3.8% | Reduced |