| Plante Moran Financial Advisors, LLC | 1 | $235 | 0.00% | +1 | New |
| Steigerwald, Gordon & Koch Inc. | 1 | $235 | 0.00% | +1 | New |
| First Pacific Financial | 1 | $235 | 0.00% | +1 | New |
| Wealth Watch Advisors, INC | 1 | $235 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $294 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $465 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 2 | $470 | 0.00% | +2 | New |
| Financial Consulate, Inc | 2 | $470 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $470 | 0.00% | +2 | New |
| Legacy Wealth Managment, LLC | 2 | $470 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 2 | $489 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 3 | $696 | 0.00% | +3 | New |
| S&T Bank | 3 | $705 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3 | $705 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $705 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $705 | 0.00% | +3 | New |
| Retirement Wealth Solutions LLC | 3 | $705 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 4 | $940 | 0.00% | −1−20.0% | Reduced |
| Quaker Wealth Management, LLC | 4 | $940 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 4 | $940 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $940 | 0.00% | +4 | New |
| Kilter Group LLC | 6 | $1.41K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6 | $1.41K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 6 | $1.41K | 0.00% | +2+50.0% | Added |
| Anchor Investment Management, LLC | 6 | $1.41K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 6 | $1.44K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 7 | $1.65K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 8 | $1.88K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 8 | $1.88K | 0.00% | +8 | New |
| Dogwood Wealth Management LLC | 9 | $2.12K | 0.00% | −11−55.0% | Reduced |
| Evelyn Partners Asset Management Ltd | 9 | $2.12K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 9 | $2.12K | 0.00% | +7+350.0% | Added |
| Heartwood Wealth Advisors LLC | 9 | $2.12K | 0.00% | +9 | New |
| Darwin Advisors, LLC | 10 | $2.35K | 0.00% | +10 | New |
| Guerra Advisors Inc | 10 | $2.35K | 0.00% | +10 | New |
| Clayton Financial Group LLC | 11 | $2.58K | 0.00% | +11 | New |
| Rakuten Investment Management, Inc. | 160 | $2.69K | 0.00% | +160 | New |
| Cape Investment Advisory, Inc. | 12 | $2.82K | 0.00% | −30−71.4% | Reduced |
| North Capital, Inc. | 13 | $3.06K | 0.00% | −199−93.9% | Reduced |
| Park Place Capital Corp | 14 | $3.29K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 14 | $3.29K | 0.00% | +12+600.0% | Added |
| Plato Investment Management Ltd | 15 | $3.50K | 0.00% | −1,214−98.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 15 | $3.52K | 0.00% | +2+15.4% | Added |
| Barnes Dennig Private Wealth Management LLC | 15 | $3.52K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $3.52K | 0.00% | +2+15.4% | Added |
| Hughes Financial Services, LLC | 17 | $3.60K | 0.00% | −4−19.0% | Reduced |
| Marquette Asset Management, LLC | 16 | $3.76K | 0.00% | +16 | New |
| Silicon Valley Capital Partners | 17 | $3.98K | 0.00% | +17 | New |
| Addison Advisors LLC | 17 | $4.00K | 0.00% | +5+41.7% | Added |
| Penserra Capital Management LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 20 | $4.70K | 0.00% | −2−9.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 21 | $4.93K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 21 | $4.93K | 0.00% | +2+10.5% | Added |
| Accent Capital Management, LLC | 22 | $5.17K | 0.00% | +22 | New |
| Abound Wealth Management | 23 | $5.44K | 0.00% | 00.0% | Unchanged |
| Trust Co | 25 | $5.88K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 27 | $6.00K | 0.00% | +27 | New |
| Private Wealth Management Group, LLC | 26 | $6.11K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $6.29K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 27 | $6.34K | 0.00% | −776−96.6% | Reduced |
| Byrne Asset Management LLC | 27 | $6.34K | 0.00% | +3+12.5% | Added |
| Johnson Financial Group, Inc. | 27 | $6.34K | 0.00% | +27 | New |
| Logan Capital Management Inc | 30 | $7.05K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 30 | $7.05K | 0.00% | +14+87.5% | Added |
| Vermillion & White Wealth Management Group, LLC | 30 | $7.05K | 0.00% | +30 | New |
| Alpine Bank Wealth Management | 31 | $7.28K | 0.00% | +31 | New |
| Halbert Hargrove Global Advisors, LLC | 32 | $7.52K | 0.00% | +32 | New |
| Grove Bank & Trust | 33 | $7.75K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 35 | $8.22K | 0.00% | −10−22.2% | Reduced |
| Binnacle Investments Inc | 35 | $8.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 35 | $8.22K | 0.00% | +3+9.4% | Added |
| UMA Financial Services, Inc. | 35 | $8.22K | 0.00% | −10−22.2% | Reduced |
| Hollencrest Capital Management | 35 | $8.28K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 38 | $8.93K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 40 | $9.10K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $9.52K | 0.00% | +16+55.2% | Added |
| Insight Financial Services | 44 | $10.3K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 46 | $10.8K | 0.00% | +46 | New |
| Tortoise Investment Management, LLC | 48 | $11.3K | 0.00% | +6+14.3% | Added |
| Bogart Wealth, LLC | 50 | $11.7K | 0.00% | −298−85.6% | Reduced |
| Eastern Bank | 50 | $11.7K | 0.00% | 00.0% | Unchanged |
| Motco | 50 | $11.7K | 0.00% | +50 | New |
| Sofos Investments, Inc. | 50 | $11.7K | 0.00% | +50 | New |
| Roble, Belko & Company, Inc | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 52 | $12.2K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 53 | $12.5K | 0.01% | −2−3.6% | Reduced |
| IMG Wealth Management, Inc. | 57 | $13.4K | 0.01% | +12+26.7% | Added |
| Park Square Financial Group, LLC | 59 | $13.9K | 0.06% | −25−29.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 60 | $14.1K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 60 | $14.1K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 60 | $14.1K | 0.00% | +60 | New |
| Hantz Financial Services, Inc. | 62 | $15.0K | 0.00% | −7−10.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 65 | $15.1K | 0.00% | +65 | New |
| Center for Financial Planning, Inc. | 65 | $15.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 66 | $15.5K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 80 | $15.6K | 0.01% | −40−33.3% | Reduced |
| Washington Trust Advisors, Inc. | 67 | $15.7K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 68 | $16.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 70 | $16.4K | 0.00% | −6−7.9% | Reduced |
| Valued Wealth Advisors LLC | 70 | $16.5K | 0.01% | −2−2.8% | Reduced |