| Westfuller Advisors, LLC | 0 | $8 | 0.00% | −12−100.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1 | $236 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 1 | $280 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $280 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $280 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1 | $280 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $280 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $280 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 1 | $280 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1 | $280 | 0.00% | +1 | New |
| BOK Financial Private Wealth, Inc. | 1 | $280 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $280 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $280 | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 1 | $280 | 0.00% | +1 | New |
| Downshift Financial, LLC | 1 | $280 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $280 | 0.00% | +1 | New |
| Spectrum Wealth Advisory Group, LLC | 1 | $281 | 0.00% | +1 | New |
| NBT Bank N A | 2 | $560 | 0.00% | −7−77.8% | Reduced |
| Seneschal Advisors, LLC | 2 | $560 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $568 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $840 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 4 | $1.00K | 0.00% | +4 | New |
| MTM Investment Management, LLC | 4 | $1.12K | 0.00% | −26−86.7% | Reduced |
| Aspect Partners, LLC | 4 | $1.12K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 4 | $1.12K | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 5 | $1.39K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 5 | $1.40K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $1.40K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 5 | $1.40K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 6 | $1.68K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 6 | $1.68K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $1.68K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 6 | $1.68K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 6 | $1.68K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 6 | $1.68K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 7 | $1.96K | 0.00% | −4−36.4% | Reduced |
| AdvisorNet Financial, Inc | 7 | $1.96K | 0.00% | −2−22.2% | Reduced |
| St Germain D J Co Inc | 7 | $1.96K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 7 | $1.96K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 7 | $1.96K | 0.00% | +7 | New |
| Horizon Financial Services, LLC | 8 | $2.24K | 0.00% | +8 | New |
| Dunhill Financial, LLC | 8 | $2.32K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 8 | $2.46K | 0.00% | +7+700.0% | Added |
| Strategic Investment Solutions, Inc. | 9 | $2.52K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $2.52K | 0.00% | +4+80.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $2.80K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 10 | $2.80K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $2.82K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $3.08K | 0.00% | −2−15.4% | Reduced |
| C M Bidwell & Associates Ltd | 11 | $3.08K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 11 | $3.08K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 12 | $3.35K | 0.00% | +1+9.1% | Added |
| Cornerstone Financial Management LLC | 12 | $3.36K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 13 | $3.64K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $3.64K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $3.64K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 14 | $3.92K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 14 | $3.92K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $3.92K | 0.00% | +7+100.0% | Added |
| Security National Bank of So Dak | 14 | $3.92K | 0.00% | +14 | New |
| Avion Wealth | 17 | $4.00K | 0.00% | +3+21.4% | Added |
| Cassaday & Co Wealth Management LLC | 15 | $4.07K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $4.20K | 0.00% | +9+150.0% | Added |
| Chesapeake Asset Management LLC | 15 | $4.20K | 0.00% | +15 | New |
| Salomon & Ludwin, LLC | 15 | $4.26K | 0.00% | −33−68.8% | Reduced |
| Creative Financial Designs Inc | 16 | $4.48K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $4.48K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 16 | $4.48K | 0.00% | +11+220.0% | Added |
| Retirement Wealth Solutions LLC | 17 | $4.71K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 17 | $4.76K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 17 | $4.76K | 0.00% | +11+183.3% | Added |
| Commonwealth Retirement Investments LLC | 17 | $4.76K | 0.00% | +17 | New |
| Torren Management, LLC | 17 | $4.83K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 18 | $5.04K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $5.04K | 0.00% | +6+50.0% | Added |
| Clear Street Markets LLC | 19 | $5.32K | 0.00% | +5+35.7% | Added |
| UMA Financial Services, Inc. | 19 | $5.32K | 0.00% | +9+90.0% | Added |
| Cetera Trust Company, N.A | 20 | $5.60K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 21 | $5.88K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 21 | $5.88K | 0.00% | +3+16.7% | Added |
| True Wealth Design, LLC | 22 | $6.16K | 0.00% | −1−4.3% | Reduced |
| Holos Integrated Wealth LLC | 22 | $6.25K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 24 | $6.72K | 0.00% | −33−57.9% | Reduced |
| Centennial Bank | 24 | $6.72K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 25 | $7.02K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 26 | $7.30K | 0.00% | +10+62.5% | Added |
| LFA - Lugano Financial Advisors SA | 27 | $7.56K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 28 | $7.98K | 0.00% | +28 | New |
| RMG Wealth Management LLC | 25 | $8.09K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 29 | $8.12K | 0.00% | +4+16.0% | Added |
| SJS Investment Consulting Inc. | 29 | $8.12K | 0.00% | +14+93.3% | Added |
| Compass Financial Management LLC | 29 | $8.12K | 0.00% | +29 | New |
| LRI Investments, LLC | 30 | $8.40K | 0.00% | −9−23.1% | Reduced |
| Atlantic Trust, LLC | 30 | $8.40K | 0.00% | +8+36.4% | Added |
| Glen Eagle Advisors, LLC | 32 | $8.85K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $9.52K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 35 | $9.80K | 0.00% | +35 | New |