| ORG Partners LLC | 1 | $418 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 1 | $419 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 1 | $420 | 0.00% | −2−66.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 1 | $420 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1 | $420 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $420 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 1 | $420 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $420 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $420 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $827 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $839 | 0.00% | +2 | New |
| TD Capital Management LLC | 2 | $840 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 2 | $840 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2 | $840 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $840 | 0.00% | +2 | New |
| Winnow Wealth LLC | 3 | $957 | 0.00% | +1+50.0% | Added |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $1.19K | 0.00% | +2+200.0% | Added |
| Bellevue Asset Management, LLC | 3 | $1.26K | 0.00% | +3 | New |
| TFC Financial Management | 3 | $1.26K | 0.00% | −19−86.4% | Reduced |
| Financial Management Professionals, Inc. | 3 | $1.26K | 0.00% | −4−57.1% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.26K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 3 | $1.26K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $1.26K | 0.00% | +2+200.0% | Added |
| Dogwood Wealth Management LLC | 4 | $1.68K | 0.00% | −1,486−99.7% | Reduced |
| Johnson Financial Group, Inc. | 4 | $1.68K | 0.00% | −5−55.6% | Reduced |
| Carolina Wealth Advisors, LLC | 4 | $1.68K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $1.68K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 4 | $1.68K | 0.00% | +4 | New |
| High Note Wealth, LLC | 4 | $1.68K | 0.00% | +4 | New |
| Penserra Capital Management LLC | 6 | $2.00K | 0.00% | −207−97.2% | Reduced |
| Avion Wealth | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5 | $2.10K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 5 | $2.10K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 5 | $2.10K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 5 | $2.10K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5 | $2.10K | 0.00% | +1+25.0% | Added |
| Golden State Wealth Management, LLC | 5 | $2.10K | 0.00% | +2+66.7% | Added |
| WealthTrak Capital Management LLC | 5 | $2.10K | 0.00% | +4+400.0% | Added |
| Binnacle Investments Inc | 5 | $2.10K | 0.00% | +5 | New |
| Greenline Partners, LLC | 6 | $2.52K | 0.00% | +6 | New |
| Bare Financial Services, Inc | 6 | $2.52K | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 7 | $2.94K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7 | $2.94K | 0.00% | +2+40.0% | Added |
| SJS Investment Consulting Inc. | 7 | $2.94K | 0.00% | +3+75.0% | Added |
| Global Financial Private Client, LLC | 7 | $2.94K | 0.00% | +5+250.0% | Added |
| Abound Wealth Management | 8 | $3.36K | 0.00% | −3−27.3% | Reduced |
| Hartford Financial Management Inc. | 8 | $3.36K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $3.36K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $3.36K | 0.00% | +5+166.7% | Added |
| Beacon Capital Management, LLC | 9 | $3.78K | 0.00% | −11−55.0% | Reduced |
| Altshuler Shaham Ltd | 9 | $3.78K | 0.00% | −1−10.0% | Reduced |
| Tradewinds Capital Management, LLC | 9 | $3.78K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 9 | $3.78K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $4.10K | 0.00% | −1−9.1% | Reduced |
| Asset Dedication, LLC | 10 | $4.20K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 10 | $4.20K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 10 | $4.20K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $4.32K | 0.00% | +3+42.9% | Added |
| Washington Trust Advisors, Inc. | 10 | $4.38K | 0.00% | +10 | New |
| First Pacific Financial | 11 | $4.62K | 0.00% | −1−8.3% | Reduced |
| Evelyn Partners Investment Management LLP | 12 | $5.04K | 0.00% | −17−58.6% | Reduced |
| Pier Capital, LLC | 12 | $5.04K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 12 | $5.04K | 0.00% | +12 | New |
| North Capital, Inc. | 12 | $5.04K | 0.00% | +12 | New |
| Hughes Financial Services, LLC | 13 | $5.44K | 0.00% | +13 | New |
| Newbridge Financial Services Group, Inc. | 13 | $5.46K | 0.00% | −25−65.8% | Reduced |
| Westend Capital Management, LLC | 13 | $5.46K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 13 | $5.46K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 14 | $5.88K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $5.88K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $5.88K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 15 | $6.30K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 15 | $6.30K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 15 | $6.30K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 16 | $6.72K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 18 | $7.00K | 0.00% | +1+5.9% | Added |
| Edmond de Rothschild Holding S.A. | 17 | $7.14K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $7.14K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $7.14K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 18 | $7.56K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 18 | $7.56K | 0.00% | +18 | New |
| Clark Wealth Partners | 18 | $7.56K | 0.01% | +18 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $8.40K | 0.00% | +10+100.0% | Added |
| Evermay Wealth Management LLC | 20 | $8.40K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 20 | $8.40K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 20 | $8.40K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 20 | $8.40K | 0.00% | +20 | New |
| Red Tortoise LLC | 21 | $8.82K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 22 | $9.24K | 0.01% | −47−68.1% | Reduced |
| Laurel Wealth Advisors LLC | 22 | $9.24K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 23 | $9.66K | 0.00% | −2−8.0% | Reduced |
| Centricity Wealth Management, LLC | 23 | $9.66K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 152 | $10.1K | 0.01% | +133+700.0% | Added |
| Y.D. More Investments Ltd | 25 | $10.5K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 25 | $10.5K | 0.01% | +25 | New |
| Valued Wealth Advisors LLC | 26 | $10.9K | 0.01% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 27 | $11.3K | 0.00% | −3−10.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 27 | $11.3K | 0.00% | 00.0% | Unchanged |