| Smallwood Wealth Investment Management, LLC | 1 | $227 | 0.00% | +1 | New |
| Gordian Capital Singapore Pte Ltd | 1 | $228 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1 | $228 | 0.00% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 1 | $228 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $437 | 0.00% | −7−77.8% | Reduced |
| Bear Mountain Capital, Inc. | 2 | $453 | 0.00% | +2 | New |
| Chesapeake Asset Management LLC | 2 | $455 | 0.00% | −1−33.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 2 | $455 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2 | $455 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 2 | $455 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $466 | 0.00% | +2 | New |
| Westend Capital Management, LLC | 3 | $683 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $683 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 3 | $683 | 0.00% | +3 | New |
| Horizon Financial Services, LLC | 3 | $683 | 0.00% | +3 | New |
| Binnacle Investments Inc | 3 | $683 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $683 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 4 | $910 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 4 | $910 | 0.00% | +4 | New |
| Richardson Financial Services Inc. | 5 | $1.14K | 0.00% | −11−68.8% | Reduced |
| Cape Investment Advisory, Inc. | 5 | $1.14K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $1.14K | 0.00% | +3+150.0% | Added |
| Salem Investment Counselors Inc | 5 | $1.14K | 0.00% | +5 | New |
| Osterweis Capital Management Inc | 5 | $1.14K | 0.00% | +5 | New |
| Garde Capital, Inc. | 5 | $1.14K | 0.00% | +5 | New |
| DAGCO, Inc. | 5 | $1.14K | 0.00% | +5 | New |
| Hara Capital LLC | 5 | $1.14K | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $1.14K | 0.00% | +5 | New |
| Aspect Partners, LLC | 6 | $1.36K | 0.00% | +1+20.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $1.59K | 0.00% | +7 | New |
| Caldwell Sutter Capital, Inc. | 7 | $1.59K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 7 | $1.59K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 7 | $1.59K | 0.00% | +7 | New |
| First Pacific Financial | 7 | $1.59K | 0.00% | +7 | New |
| Strengthening Families & Communities, LLC | 8 | $1.82K | 0.00% | −12−60.0% | Reduced |
| JDM Financial Group LLC | 8 | $1.82K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 8 | $1.82K | 0.00% | +8 | New |
| Winnow Wealth LLC | 9 | $1.88K | 0.00% | +3+50.0% | Added |
| American National Bank | 9 | $2.05K | 0.00% | +9 | New |
| Dogwood Wealth Management LLC | 9 | $2.05K | 0.00% | +9 | New |
| Barrett & Company, Inc. | 10 | $2.28K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $2.28K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 10 | $2.28K | 0.00% | +10 | New |
| NVWM, LLC | 11 | $2.50K | 0.00% | +1+10.0% | Added |
| ROSS\JOHNSON & Associates LLC | 11 | $2.50K | 0.04% | +11 | New |
| JNBA Financial Advisors | 14 | $3.19K | 0.00% | −9−39.1% | Reduced |
| Tidemark, LLC | 14 | $3.19K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 13 | $3.21K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 15 | $3.41K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 15 | $3.41K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $3.41K | 0.00% | +11+275.0% | Added |
| Prestige Wealth Management Group LLC | 15 | $3.41K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $3.41K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $3.41K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 17 | $3.87K | 0.00% | −248−93.6% | Reduced |
| Flaharty Asset Management, LLC | 17 | $3.87K | 0.00% | +17 | New |
| Painted Porch Advisors LLC | 17 | $3.89K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 18 | $4.10K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 19 | $4.32K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 19 | $4.32K | 0.00% | +2+11.8% | Added |
| Arlington Trust Co LLC | 21 | $4.78K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 22 | $5.01K | 0.00% | +6+37.5% | Added |
| WealthTrak Capital Management LLC | 23 | $5.23K | 0.00% | +6+35.3% | Added |
| Grove Bank & Trust | 26 | $5.92K | 0.00% | −14−35.0% | Reduced |
| Capital A Wealth Management, LLC | 26 | $5.92K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27 | $6.14K | 0.00% | +27 | New |
| Bellevue Asset Management, LLC | 28 | $6.37K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $6.83K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $6.83K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 29 | $7.00K | 0.00% | +29 | New |
| High Note Wealth, LLC | 32 | $7.28K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 33 | $7.42K | 0.00% | −1−2.9% | Reduced |
| Creekmur Asset Management LLC | 33 | $7.51K | 0.00% | −21−38.9% | Reduced |
| Bruce G. Allen Investments, LLC | 33 | $7.51K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 34 | $7.74K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 34 | $7.74K | 0.00% | +20+142.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 38 | $8.19K | 0.00% | +14+58.3% | Added |
| First Command Advisory Services, Inc. | 38 | $8.65K | 0.00% | +38 | New |
| Activest Wealth Management | 39 | $8.87K | 0.00% | −43−52.4% | Reduced |
| Sound Income Strategies, LLC | 39 | $8.87K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 39 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 40 | $9.10K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 42 | $9.56K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 43 | $9.79K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 40 | $9.89K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 44 | $10.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10,286 | $10.3K | 0.00% | +10,286 | New |
| United Community Bank | 46 | $10.5K | 0.00% | +46 | New |
| Pacific Center for Financial Services | 47 | $10.7K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 47 | $10.7K | 0.00% | +47 | New |
| City Holding Co | 50 | $11.4K | 0.00% | +50 | New |
| Coston, McIsaac & Partners | 55 | $12.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 53 | $12.1K | 0.00% | +7+15.2% | Added |
| Oakworth Capital, Inc. | 54 | $12.3K | 0.00% | +12+28.6% | Added |
| Bogart Wealth, LLC | 57 | $12.9K | 0.00% | −27−32.1% | Reduced |
| Citizens National Bank Trust Department | 58 | $13.2K | 0.00% | +58 | New |
| Dunhill Financial, LLC | 60 | $13.6K | 0.01% | −5−7.7% | Reduced |
| Whipplewood Advisors, LLC | 82 | $13.7K | 0.01% | +22+36.7% | Added |
| Capital Advisors, Ltd. LLC | 63 | $14.0K | 0.00% | +8+14.5% | Added |