| Bay Harbor Wealth Management, LLC | 1 | $702 | 0.00% | +1 | New |
| Game Plan Financial Advisors, LLC | 1 | $703 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $703 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $703 | 0.00% | +1 | New |
| Atlantic Trust, LLC | 1 | $703 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $703 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $703 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $703 | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $703 | 0.00% | +1 | New |
| Nvest Wealth Strategies, Inc. | 1 | $703 | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $1.41K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 2 | $1.41K | 0.00% | +2 | New |
| Arlington Trust Co LLC | 2 | $1.41K | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $1.41K | 0.00% | +2 | New |
| Caldwell Sutter Capital, Inc. | 3 | $2.11K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $2.11K | 0.00% | +2+200.0% | Added |
| Bruce G. Allen Investments, LLC | 3 | $2.11K | 0.00% | +3 | New |
| 1015 Capital Partners, LLC | 3 | $2.11K | 0.00% | +3 | New |
| Private Wealth Management Group, LLC | 3 | $2.11K | 0.00% | −8−72.7% | Reduced |
| MCF Advisors LLC | 3 | $2.11K | 0.00% | +3 | New |
| First Pacific Financial | 3 | $2.11K | 0.00% | +3 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $2.11K | 0.00% | +3 | New |
| Colonial Trust Co | 3 | $2.40K | 0.00% | +3 | New |
| North Star Investment Management Corp. | 4 | $2.81K | 0.00% | −2−33.3% | Reduced |
| Darwin Advisors, LLC | 4 | $2.81K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 4 | $2.81K | 0.00% | +4 | New |
| POM Investment Strategies, LLC | 4 | $2.81K | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $3.26K | 0.00% | +3+300.0% | Added |
| Torren Management, LLC | 5 | $3.51K | 0.00% | −10−66.7% | Reduced |
| Raffa Wealth Management, LLC | 5 | $3.51K | 0.00% | −1−16.7% | Reduced |
| Creative Financial Designs Inc | 5 | $3.51K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5 | $3.51K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $3.51K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5 | $3.51K | 0.00% | +5 | New |
| Beacon Investment Advisory Services, Inc. | 5 | $3.51K | 0.00% | +5 | New |
| Vermillion Wealth Management, Inc. | 5 | $3.51K | 0.00% | +5 | New |
| Cornerstone Financial Management LLC | 6 | $4.22K | 0.00% | +4+200.0% | Added |
| Retirement Wealth Solutions LLC | 6 | $4.22K | 0.00% | +6 | New |
| Bartlett & Co. Wealth Management LLC | 5 | $4.88K | 0.00% | +5 | New |
| WPG Advisers, LLC | 7 | $4.92K | 0.00% | −12−63.2% | Reduced |
| Country Trust Bank | 7 | $4.92K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 7 | $4.92K | 0.00% | +7 | New |
| Abound Wealth Management | 7 | $4.92K | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 8 | $5.62K | 0.00% | −1−11.1% | Reduced |
| N.E.W. Advisory Services LLC | 8 | $5.62K | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $5.62K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $5.62K | 0.00% | +1+14.3% | Added |
| JPL Wealth Management, LLC | 8 | $5.62K | 0.00% | +8 | New |
| CVA Family Office, LLC | 10 | $7.03K | 0.00% | +10 | New |
| MB, Levis & Associates, LLC | 10 | $7.03K | 0.00% | +10 | New |
| Highline Wealth Partners LLC | 11 | $7.73K | 0.00% | −2−15.4% | Reduced |
| Cromwell Holdings LLC | 12 | $8.43K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 12 | $8.43K | 0.00% | +12 | New |
| MV Capital Management, Inc. | 13 | $9.14K | 0.00% | +12+1,200.0% | Added |
| NBT Bank N A | 13 | $9.14K | 0.00% | +13 | New |
| Marquette Asset Management, LLC | 14 | $9.84K | 0.00% | +3+27.3% | Added |
| Salem Investment Counselors Inc | 15 | $10.5K | 0.00% | +15 | New |
| Princeton Global Asset Management LLC | 16 | $11.2K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 16 | $11.2K | 0.00% | +16 | New |
| Transamerica Financial Advisors, Inc. | 17 | $11.9K | 0.00% | +17 | Added |
| High Note Wealth, LLC | 18 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bayban | 18 | $12.7K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 19 | $13.4K | 0.00% | +7+58.3% | Added |
| Signature Resources Capital Management, LLC | 20 | $14.1K | 0.01% | 00.0% | Unchanged |
| EFG International AG | 20 | $14.1K | 0.00% | +20 | New |
| Manchester Capital Management LLC | 20 | $14.1K | 0.00% | +20 | New |
| Stone House Investment Management, LLC | 21 | $14.8K | 0.00% | +1+5.0% | Added |
| South State Corp. | 21 | $14.8K | 0.00% | +6+40.0% | Added |
| Cornerstone Planning Group LLC | 15 | $14.9K | 0.00% | +12+400.0% | Added |
| Avion Wealth | 22 | $15.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 22 | $15.5K | 0.00% | −5−18.5% | Reduced |
| St Germain D J Co Inc | 22 | $15.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $16.9K | 0.00% | −1−4.0% | Reduced |
| Financial Consulate, Inc | 24 | $16.9K | 0.00% | +14+140.0% | Added |
| New England Capital Financial Advisors LLC | 25 | $17.6K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 25 | $17.6K | 0.01% | +25 | New |
| Evolution Wealth Management Inc. | 312 | $18.5K | 0.01% | +312 | New |
| First Horizon Corp | 27 | $19.0K | 0.00% | −3−10.0% | Reduced |
| TD Private Client Wealth LLC | 27 | $19.0K | 0.00% | +20+285.7% | Added |
| Vision Retirement, LLC | 27 | $19.0K | 0.01% | +27 | New |
| Moisand Fitzgerald Tamayo, LLC | 30 | $21.1K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 30 | $21.1K | 0.01% | +30 | New |
| AdvisorNet Financial, Inc | 32 | $22.5K | 0.00% | +9+39.1% | Added |
| Bare Financial Services, Inc | 34 | $23.9K | 0.01% | +11+47.8% | Added |
| Keating Financial Advisory Services, Inc. | 35 | $24.6K | 0.00% | +6+20.7% | Added |
| Sachetta, LLC | 35 | $24.6K | 0.01% | +19+118.8% | Added |
| Hilton Head Capital Partners, LLC | 35 | $24.6K | 0.01% | +35 | New |
| Marshall Investment Management, LLC | 35 | $24.6K | 0.01% | +35 | New |
| Fortitude Family Office, LLC | 37 | $26.0K | 0.01% | +19+105.6% | Added |
| JFS Wealth Advisors, LLC | 37 | $26.0K | 0.00% | +2+5.7% | Added |
| Signature Equity Partners, LLC | 40 | $28.1K | 0.02% | −26−39.4% | Reduced |
| Activest Wealth Management | 41 | $28.8K | 0.01% | +37+925.0% | Added |
| Chilton Capital Management LLC | 43 | $30.2K | 0.00% | +43 | New |
| Crewe Advisors LLC | 44 | $30.9K | 0.00% | +44 | New |
| Grove Bank & Trust | 45 | $31.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 45 | $31.6K | 0.00% | +45 | New |
| Blue Bell Private Wealth Management, LLC | 46 | $32.3K | 0.00% | +46 | New |
| Dogwood Wealth Management LLC | 48 | $33.7K | 0.01% | +27+128.6% | Added |
| Financial Connections Group, Inc. | 50 | $35.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $35.1K | 0.00% | −13−20.6% | Reduced |
