| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Ameriflex Group, Inc. | 1 | $390 | 0.00% | −38−97.4% | Reduced |
| Financial Consulate, Inc | 1 | $390 | 0.00% | −4−80.0% | Reduced |
| IMA Wealth, Inc. | 1 | $390 | 0.00% | −3−75.0% | Reduced |
| Breakwater Investment Management | 1 | $390 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1 | $390 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 1 | $390 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $390 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 1 | $390 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $390 | 0.00% | +1 | New |
| West Paces Advisors Inc. | 1 | $390 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $390 | 0.01% | +1 | New |
| Downshift Financial, LLC | 1 | $390 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $488 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 1 | $492 | 0.00% | +1 | New |
| Hoey Investments, Inc | 2 | $780 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $780 | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $780 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 2 | $792 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3 | $1.17K | 0.00% | −2,270−99.9% | Reduced |
| Activest Wealth Management | 3 | $1.17K | 0.00% | −149−98.0% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 3 | $1.17K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $1.17K | 0.00% | +1+50.0% | Added |
| Morton Brown Family Wealth, LLC | 3 | $1.17K | 0.00% | +3 | New |
| Spectrum Wealth Advisory Group, LLC | 3 | $1.17K | 0.00% | +3 | New |
| Purpose Unlimited Inc. | 4 | $1.56K | 0.00% | −4−50.0% | Reduced |
| Marquette Asset Management, LLC | 4 | $1.56K | 0.00% | −34−89.5% | Reduced |
| Bare Financial Services, Inc | 4 | $1.56K | 0.00% | −4−50.0% | Reduced |
| Valued Wealth Advisors LLC | 4 | $1.56K | 0.00% | −2−33.3% | Reduced |
| WestEnd Advisors, LLC | 4 | $1.56K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4 | $1.56K | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $1.56K | 0.00% | +4 | New |
| Mosley Wealth Management | 4 | $1.56K | 0.00% | +4 | New |
| High Note Wealth, LLC | 5 | $1.95K | 0.00% | −25−83.3% | Reduced |
| Independence Bank of Kentucky | 5 | $1.95K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 5 | $1.95K | 0.00% | −11−68.8% | Reduced |
| Wolff Wiese Magana LLC | 5 | $1.95K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $1.95K | 0.00% | +1+25.0% | Added |
| Raleigh Capital Management Inc. | 5 | $1.96K | 0.00% | −9−64.3% | Reduced |
| NBT Bank N A | 6 | $2.34K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $2.34K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 6 | $2.34K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 6 | $2.34K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 6 | $2.34K | 0.00% | 00.0% | Unchanged |
| Atomic Invest LLC | 6 | $2.52K | 0.00% | −20−76.9% | Reduced |
| Colonial Trust Co | 7 | $2.60K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 7 | $2.73K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 7 | $2.73K | 0.00% | +7 | New |
| Signature Resources Capital Management, LLC | 8 | $3.12K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $3.12K | 0.00% | +2+33.3% | Added |
| Retirement Wealth Solutions LLC | 9 | $3.51K | 0.00% | −9−50.0% | Reduced |
| American Capital Advisory, LLC | 9 | $3.51K | 0.00% | +3+50.0% | Added |
| CBIZ Investment Advisory Services, LLC | 8 | $3.79K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $3.90K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $3.90K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 10 | $3.90K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 10 | $3.90K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $3.90K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 10 | $3.90K | 0.00% | +10 | New |
| Raelipskie Partnership | 10 | $3.90K | 0.00% | +10 | New |
| Provenance Wealth Advisors, LLC | 10 | $3.90K | 0.00% | +10 | New |
| PFS Partners, LLC | 10 | $3.93K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 12 | $4.00K | 0.00% | +1+9.1% | Added |
| Hollencrest Capital Management | 11 | $4.29K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 11 | $4.29K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 11 | $4.29K | 0.00% | +6+120.0% | Added |
| Burk Holdings LLC | 12 | $4.68K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 12 | $4.68K | 0.00% | +6+100.0% | Added |
| Allied Private Wealth LLC | 12 | $4.96K | 0.00% | +12 | New |
| Evolution Wealth Management Inc. | 14 | $5.46K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 14 | $5.46K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 15 | $5.85K | 0.03% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 15 | $5.85K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 15 | $5.85K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $6.23K | 0.00% | −4−21.1% | Reduced |
| North Star Investment Management Corp. | 16 | $6.24K | 0.00% | −7−30.4% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 16 | $6.24K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 16 | $6.24K | 0.00% | +3+23.1% | Added |
| DiNuzzo Private Wealth, Inc. | 16 | $6.24K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 16 | $6.24K | 0.00% | +6+60.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $6.58K | 0.00% | −1−5.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 16 | $6.63K | 0.00% | +16 | New |
| Penserra Capital Management LLC | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 18 | $7.02K | 0.00% | −1−5.3% | Reduced |
| Torren Management, LLC | 18 | $7.02K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 19 | $7.36K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 20 | $7.80K | 0.00% | +4+25.0% | Added |
| Kozak & Associates, Inc. | 20 | $8.05K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 21 | $8.19K | 0.00% | −12−36.4% | Reduced |
| International Assets Investment Management, LLC | 21 | $8.26K | 0.00% | −2−8.7% | Reduced |
| Frazier Financial Advisors, LLC | 22 | $8.58K | 0.00% | −1−4.3% | Reduced |
| Napier Financial, LLC | 22 | $8.58K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 22 | $8.68K | 0.00% | −1−4.3% | Reduced |
| CrossGen Wealth, LLC | 22 | $8.73K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 23 | $8.97K | 0.00% | −1−4.2% | Reduced |
| Hilton Head Capital Partners, LLC | 24 | $9.36K | 0.00% | −33−57.9% | Reduced |
| J.Safra Asset Management Corp | 24 | $9.36K | 0.00% | +9+60.0% | Added |
| Manning & Napier Advisors LLC | 24 | $9.42K | 0.00% | −28−53.8% | Reduced |
| JCIC Asset Management Inc. | 20 | $9.46K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 25 | $9.75K | 0.00% | 00.0% | Unchanged |