| GHP Investment Advisors, Inc. | 2 | $188 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $281 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3 | $281 | 0.00% | +3 | New |
| GPS Wealth Strategies Group, LLC | 3 | $281 | 0.00% | +3 | New |
| HighMark Wealth Management LLC | 5 | $468 | 0.00% | −107−95.5% | Reduced |
| High Note Wealth, LLC | 5 | $468 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 6 | $562 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 6 | $562 | 0.00% | +6 | New |
| Activest Wealth Management | 7 | $647 | 0.00% | −5−41.7% | Reduced |
| DecisionPoint Financial, LLC | 7 | $647 | 0.00% | +7 | New |
| Crewe Advisors LLC | 7 | $656 | 0.00% | −6−46.2% | Reduced |
| Salomon & Ludwin, LLC | 7 | $686 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 8 | $749 | 0.04% | −7−46.7% | Reduced |
| NBT Bank N A | 10 | $936 | 0.00% | −25−71.4% | Reduced |
| Bank of Jackson Hole Trust | 10 | $936 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 11 | $1.02K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 11 | $1.03K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $1.12K | 0.00% | +12 | New |
| American Capital Advisory, LLC | 16 | $1.50K | 0.00% | +16 | New |
| Thompson Davis & Co., Inc. | 5,520 | $1.56K | 0.00% | −3,930−41.6% | Reduced |
| Legacy Wealth Managment, LLC | 17 | $1.59K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 17 | $1.59K | 0.00% | +17 | New |
| Legacy Investment Solutions, LLC | 17 | $1.59K | 0.00% | +17 | New |
| Cheviot Value Management, LLC | 14 | $1.60K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 20 | $1.87K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 23 | $2.15K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 24 | $2.22K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 24 | $2.25K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 24 | $2.25K | 0.00% | +24 | New |
| Parkworth Wealth Management, Inc. | 25 | $2.34K | 0.00% | +7+38.9% | Added |
| WealthTrak Capital Management LLC | 25 | $2.34K | 0.00% | +10+66.7% | Added |
| Stephens Consulting, LLC | 25 | $2.34K | 0.00% | +25 | New |
| Financial Network Wealth Advisors LLC | 26 | $2.43K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 26 | $2.43K | 0.00% | +15+136.4% | Added |
| Tortoise Investment Management, LLC | 27 | $2.53K | 0.00% | +27 | New |
| Aspect Partners, LLC | 28 | $2.62K | 0.00% | +11+64.7% | Added |
| Bay Harbor Wealth Management, LLC | 30 | $2.81K | 0.00% | +16+114.3% | Added |
| Front Row Advisors LLC | 30 | $2.81K | 0.00% | +30 | New |
| HFM Investment Advisors, LLC | 33 | $3.09K | 0.00% | +15+83.3% | Added |
| Colonial Trust Co | 34 | $3.16K | 0.00% | +34 | New |
| Hopwood Financial Services, Inc. | 35 | $3.28K | 0.00% | +35 | New |
| ORG Wealth Partners, LLC | 37 | $3.42K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 39 | $3.65K | 0.00% | +7+21.9% | Added |
| Principia Wealth Advisory, LLC | 41 | $3.84K | 0.00% | +6+17.1% | Added |
| Hazlett, Burt & Watson, Inc. | 46 | $4.00K | 0.00% | −47−50.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 49 | $4.59K | 0.00% | +49 | New |
| Sound Income Strategies, LLC | 50 | $4.68K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 61 | $5.71K | 0.01% | +61 | New |
| New England Capital Financial Advisors LLC | 64 | $5.99K | 0.00% | +64 | New |
| Capital Analysts, LLC | 66 | $6.00K | 0.00% | +66 | New |
| Fairscale Capital, LLC | 59 | $6.08K | 0.00% | +59 | New |
| SJS Investment Consulting Inc. | 67 | $6.27K | 0.00% | −46−40.7% | Reduced |
| Raffa Wealth Management, LLC | 69 | $6.46K | 0.00% | +55+392.9% | Added |
| Hughes Financial Services, LLC | 67 | $7.08K | 0.00% | −13−16.3% | Reduced |
| NewSquare Capital LLC | 83 | $7.77K | 0.00% | +83 | New |
| Valley National Advisers Inc | 88 | $8.00K | 0.00% | +88 | New |
| Dogwood Wealth Management LLC | 90 | $8.21K | 0.00% | +54+150.0% | Added |
| Rothschild Investment LLC | 88 | $8.24K | 0.00% | +48+120.0% | Added |
| Golden State Wealth Management, LLC | 92 | $8.61K | 0.00% | −940−91.1% | Reduced |
| Highline Wealth Partners LLC | 95 | $8.89K | 0.00% | +54+131.7% | Added |
| Rialto Wealth Management, LLC | 98 | $9.18K | 0.00% | +37+60.7% | Added |
| Vision Financial Markets LLC | 100 | $9.36K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 100 | $9.36K | 0.01% | +100 | New |
| Transce3nd, LLC | 100 | $9.36K | 0.00% | +100 | New |
| Berbice Capital Management LLC | 100 | $9.36K | 0.01% | +100 | New |
| Marshall & Sterling Wealth Advisors Inc. | 109 | $10.2K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 112 | $10.5K | 0.00% | +74+194.7% | Added |
| Cromwell Holdings LLC | 112 | $10.5K | 0.01% | +82+273.3% | Added |
| Atlantic Trust, LLC | 114 | $10.7K | 0.00% | +1+0.9% | Added |
| DiNuzzo Private Wealth, Inc. | 116 | $10.9K | 0.00% | +2+1.8% | Added |
| CBIZ Investment Advisory Services, LLC | 117 | $11.0K | 0.00% | +117 | New |
| Pacer Advisors, Inc. | 125 | $11.7K | 0.00% | +109+681.3% | Added |
| Roxbury Financial LLC | 130 | $12.2K | 0.01% | +130 | New |
| Truvestments Capital LLC | 133 | $12.5K | 0.00% | +133 | New |
| Cullen/Frost Bankers, Inc. | 148 | $13.9K | 0.00% | +106+252.4% | Added |
| Westside Investment Management, Inc. | 151 | $13.9K | 0.00% | +151 | New |
| Fuller & Thaler Asset Management, Inc. | 152 | $14.2K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 160 | $15.0K | 0.00% | +160 | New |
| Avion Wealth | 164 | $15.0K | 0.00% | +93+131.0% | Added |
| MV Capital Management, Inc. | 162 | $15.2K | 0.00% | +155+2,214.3% | Added |
| Bullock Wealth Management Group | 168 | $15.5K | 0.01% | −48−22.2% | Reduced |
| TD Capital Management LLC | 166 | $15.5K | 0.00% | +166 | New |
| Sachetta, LLC | 169 | $15.8K | 0.01% | −58−25.6% | Reduced |
| Cypress Capital Management LLC (WY) | 175 | $16.4K | 0.02% | +175 | New |
| North Star Investment Management Corp. | 176 | $16.5K | 0.00% | +176 | New |
| Red Tortoise LLC | 178 | $16.7K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 182 | $17.0K | 0.00% | +182 | New |
| Trust Co of Vermont | 185 | $17.3K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 200 | $18.7K | 0.01% | +200 | New |
| Brown Brothers Harriman & Co | 203 | $19.0K | 0.00% | +87+75.0% | Added |
| N.E.W. Advisory Services LLC | 207 | $19.4K | 0.00% | −30−12.7% | Reduced |
| Bruce G. Allen Investments, LLC | 209 | $19.6K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 218 | $20.4K | 0.00% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 220 | $20.6K | 0.00% | +220 | New |
| HHM Wealth Advisors, LLC | 221 | $20.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 230 | $21.5K | 0.01% | +230 | New |
| Perritt Capital Management Inc | 235 | $22.0K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 239 | $22.4K | 0.01% | +239 | New |