| Motiv8 Investments LLC | 2 | $0 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 1 | $197 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $208 | 0.00% | −1−50.0% | Reduced |
| Private Wealth Asset Management, LLC | 1 | $208 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $208 | 0.00% | +1 | New |
| Toth Financial Advisory Corp | 1 | $208 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $208 | 0.00% | +1 | New |
| Cheviot Value Management, LLC | 2 | $361 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $416 | 0.00% | −35−94.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2 | $416 | 0.00% | −12−85.7% | Reduced |
| HFM Investment Advisors, LLC | 2 | $416 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2 | $416 | 0.00% | +2 | New |
| 1015 Capital Partners, LLC | 2 | $416 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $623 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 3 | $623 | 0.00% | +3 | New |
| Cornerstone Financial Management LLC | 3 | $623 | 0.00% | +3 | New |
| Advocate Investing Services LLC | 3 | $623 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $624 | 0.00% | −6−66.7% | Reduced |
| DecisionPoint Financial, LLC | 3 | $624 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $624 | 0.00% | +3 | New |
| Breakwater Investment Management | 3 | $624 | 0.00% | +3 | New |
| Caitlin John, LLC | 4 | $831 | 0.00% | −72−94.7% | Reduced |
| Hilltop National Bank | 4 | $831 | 0.00% | −36−90.0% | Reduced |
| Signature Equity Partners, LLC | 4 | $831 | 0.00% | +4 | New |
| RMG Wealth Management LLC | 5 | $973 | 0.00% | +5 | New |
| Capital Analysts, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 6 | $1.00K | 0.00% | +6 | New |
| LRI Investments, LLC | 5 | $1.04K | 0.00% | −50−90.9% | Reduced |
| Clark Wealth Partners | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $1.04K | 0.00% | +3+150.0% | Added |
| Atwood & Palmer Inc | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $1.04K | 0.00% | +1+25.0% | Added |
| Quaker Wealth Management, LLC | 5 | $1.04K | 0.00% | +4+400.0% | Added |
| Wolff Wiese Magana LLC | 5 | $1.04K | 0.00% | +5 | New |
| MPWM Advisory Solutions, LLC | 6 | $1.25K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $1.25K | 0.00% | −1−14.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 6 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 6 | $1.25K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 6 | $1.25K | 0.04% | +2+50.0% | Added |
| Turning Point Benefit Group, Inc. | 7 | $1.45K | 0.00% | −3−30.0% | Reduced |
| Mascoma Wealth Management LLC | 7 | $1.46K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $1.46K | 0.00% | +1+16.7% | Added |
| Wealth Preservation Advisors, LLC | 7 | $1.46K | 0.00% | +7 | New |
| Clayton Financial Group LLC | 7 | $1.46K | 0.00% | +7 | New |
| Merited Wealth, LLC | 7 | $1.46K | 0.00% | +7 | New |
| NBC Securities, Inc. | 8 | $1.66K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $1.66K | 0.00% | +5+166.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 8 | $1.66K | 0.00% | +8 | New |
| Oakworth Capital, Inc. | 8 | $1.66K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 9 | $1.87K | 0.00% | +9 | New |
| Valued Wealth Advisors LLC | 9 | $1.87K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $2.08K | 0.00% | −96−90.6% | Reduced |
| Carolina Wealth Advisors, LLC | 10 | $2.08K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $2.08K | 0.00% | +4+66.7% | Added |
| Frazier Financial Advisors, LLC | 10 | $2.08K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $2.08K | 0.00% | +5+100.0% | Added |
| New England Capital Financial Advisors LLC | 10 | $2.08K | 0.00% | +6+150.0% | Added |
| Friedenthal Financial | 11 | $2.29K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 14 | $2.49K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 12 | $2.49K | 0.00% | −16−57.1% | Reduced |
| Signature Resources Capital Management, LLC | 12 | $2.49K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $2.49K | 0.00% | +5+71.4% | Added |
| South State Corp. | 12 | $2.49K | 0.00% | +12 | New |
| Johnson Financial Group, Inc. | 13 | $2.70K | 0.00% | −5−27.8% | Reduced |
| Rossby Financial, LCC | 13 | $2.70K | 0.00% | +8+160.0% | Added |
| CBIZ Investment Advisory Services, LLC | 13 | $2.70K | 0.00% | +13 | New |
| Bear Mountain Capital, Inc. | 14 | $2.87K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 14 | $2.91K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 15 | $3.00K | 0.00% | −328−95.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 15 | $3.12K | 0.00% | +15 | New |
| Transamerica Financial Advisors, Inc. | 15 | $3.21K | 0.00% | −3−16.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 17 | $3.45K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $3.74K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 18 | $3.74K | 0.00% | +18 | New |
| Fairway Wealth LLC | 18 | $3.74K | 0.00% | +18 | New |
| Avion Wealth | 23 | $4.00K | 0.00% | +5+27.8% | Added |
| IFC & Insurance Marketing, Inc. | 19 | $4.00K | 0.00% | +19 | New |
| Glen Eagle Advisors, LLC | 20 | $4.16K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $4.16K | 0.00% | +20 | New |
| Kilter Group LLC | 21 | $4.37K | 0.00% | +10+90.9% | Added |
| Legacy Bridge, LLC | 21 | $4.37K | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 22 | $4.57K | 0.00% | −3−12.0% | Reduced |
| Your Advocates Ltd., LLP | 22 | $4.57K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 22 | $4.57K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 22 | $4.57K | 0.00% | +16+266.7% | Added |
| SWAN Capital LLC | 23 | $4.78K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 23 | $4.78K | 0.00% | +6+35.3% | Added |
| Howard Hughes Medical Institute | 24 | $4.99K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 24 | $4.99K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 24 | $4.99K | 0.00% | +24 | New |
| Lodestone Wealth Management LLC | 25 | $5.20K | 0.00% | +25 | New |
| DT Investment Partners, LLC | 25 | $5.20K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 26 | $5.40K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 28 | $5.82K | 0.00% | −29−50.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 28 | $5.82K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 28 | $5.82K | 0.00% | +20+250.0% | Added |
| Allianz SE | 28 | $5.82K | 0.00% | +28 | New |
| Tripletail Wealth Management, LLC | 29 | $6.03K | 0.01% | 00.0% | Unchanged |