| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $413 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1 | $413 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $413 | 0.00% | +1 | New |
| Transce3nd, LLC | 1 | $413 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $413 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $413 | 0.00% | +1 | New |
| MPWM Advisory Solutions, LLC | 1 | $413 | 0.00% | +1 | New |
| Cherry Tree Wealth Management, LLC | 1 | $414 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1 | $414 | 0.00% | +1 | New |
| Winnow Wealth LLC | 2 | $625 | 0.00% | +2 | New |
| BOK Financial Private Wealth, Inc. | 2 | $827 | 0.00% | +2 | New |
| TD Capital Management LLC | 2 | $827 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $827 | 0.00% | +2 | New |
| Winthrop Capital Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $1.24K | 0.00% | −22−88.0% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.24K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 3 | $1.24K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $1.24K | 0.00% | +2+200.0% | Added |
| Golden State Wealth Management, LLC | 3 | $1.24K | 0.00% | +3 | New |
| MCF Advisors LLC | 3 | $1.24K | 0.00% | −1−25.0% | Reduced |
| SJS Investment Consulting Inc. | 4 | $1.65K | 0.00% | −4−50.0% | Reduced |
| Carolina Wealth Advisors, LLC | 4 | $1.65K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $1.65K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4 | $1.65K | 0.00% | +4 | New |
| Cassady Schiller Wealth Management, LLC | 4 | $1.65K | 0.00% | +4 | New |
| Avion Wealth | 7 | $2.00K | 0.00% | −2−22.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 5 | $2.07K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 5 | $2.07K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 5 | $2.07K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 5 | $2.07K | 0.00% | +5 | New |
| Bogart Wealth, LLC | 5 | $2.07K | 0.00% | +5 | New |
| Beaird Harris Wealth Management, LLC | 5 | $2.07K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $2.48K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 6 | $2.48K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 6 | $2.48K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 6 | $2.48K | 0.00% | +6 | New |
| Rosenberg Matthew Hamilton | 6 | $2.48K | 0.00% | +6 | New |
| Synergy Financial Management, LLC | 5 | $2.53K | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 7 | $2.89K | 0.00% | −2−22.2% | Reduced |
| Raffa Wealth Management, LLC | 7 | $2.89K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 7 | $2.89K | 0.00% | +7 | New |
| Clal Insurance Enterprises Holdings Ltd | 8 | $3.00K | 0.00% | +8 | New |
| True Wealth Design, LLC | 7 | $3.01K | 0.00% | +3+75.0% | Added |
| Park Place Capital Corp | 8 | $3.31K | 0.00% | −16−66.7% | Reduced |
| Hartford Financial Management Inc. | 8 | $3.31K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $3.31K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 9 | $3.72K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 9 | $3.72K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 9 | $3.80K | 0.00% | −39−81.3% | Reduced |
| Frazier Financial Advisors, LLC | 10 | $4.13K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $4.13K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $4.13K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 10 | $4.13K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 10 | $4.13K | 0.00% | +2+25.0% | Added |
| Asset Dedication, LLC | 10 | $4.13K | 0.00% | −612−98.4% | Reduced |
| Minot DeBlois Advisors LLC | 11 | $4.55K | 0.00% | +11 | New |
| Dunhill Financial, LLC | 11 | $4.72K | 0.00% | −6−35.3% | Reduced |
| Abound Wealth Management | 11 | $4.72K | 0.00% | −5−31.3% | Reduced |
| Pier Capital, LLC | 12 | $4.96K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 12 | $4.96K | 0.00% | +1+9.1% | Added |
| Coppell Advisory Solutions LLC | 13 | $5.37K | 0.00% | +7+116.7% | Added |
| Westend Capital Management, LLC | 13 | $5.38K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 13 | $5.38K | 0.00% | +5+62.5% | Added |
| Clear Street Markets LLC | 13 | $5.38K | 0.00% | +13 | New |
| Evelyn Partners Asset Management Ltd | 14 | $5.79K | 0.00% | +14 | New |
| Moisand Fitzgerald Tamayo, LLC | 14 | $5.79K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $5.79K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 15 | $6.20K | 0.00% | −3−16.7% | Reduced |
| Key Financial Inc | 15 | $6.20K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 15 | $6.20K | 0.00% | +15 | New |
| Medallion Wealth Advisors, LLC | 16 | $6.72K | 0.00% | +16 | New |
| Valley National Advisers Inc | 17 | $7.00K | 0.00% | −1−5.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 17 | $7.03K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $7.03K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 17 | $7.03K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $7.03K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 18 | $7.44K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 19 | $7.86K | 0.00% | +19 | New |
| Field & Main Bank | 20 | $8.27K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 20 | $8.27K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $8.27K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 20 | $8.27K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $8.68K | 0.00% | −78−78.8% | Reduced |
| Red Tortoise LLC | 21 | $8.68K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 21 | $8.68K | 0.01% | +21 | New |
| Financial Network Wealth Advisors LLC | 22 | $9.10K | 0.02% | −109−83.2% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 22 | $9.10K | 0.02% | −46−67.6% | Reduced |
| TFC Financial Management | 22 | $9.10K | 0.00% | −1−4.3% | Reduced |
| Laurel Wealth Advisors LLC | 22 | $9.10K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 23 | $9.51K | 0.01% | +23 | New |
| Caitlin John, LLC | 25 | $10.3K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 25 | $10.3K | 0.00% | +2+8.7% | Added |
| Y.D. More Investments Ltd | 25 | $10.3K | 0.00% | +25 | New |
| WR Wealth Planners, LLC | 26 | $10.7K | 0.00% | −28−51.9% | Reduced |
| Valued Wealth Advisors LLC | 26 | $10.8K | 0.01% | −2−7.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 27 | $11.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 28 | $11.6K | 0.00% | −151−84.4% | Reduced |
| Evelyn Partners Investment Management LLP | 29 | $12.0K | 0.00% | +29 | New |