| Dunhill Financial, LLC | 1 | $529 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1 | $530 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $530 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $530 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $530 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1 | $530 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1 | $530 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 1 | $530 | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 1 | $530 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $530 | 0.00% | +1 | New |
| Mascoma Wealth Management LLC | 1 | $530 | 0.00% | +1 | New |
| Geneos Wealth Management Inc. | 1 | $530 | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 1 | $530 | 0.00% | +1 | New |
| Buck Wealth Strategies, LLC | 1 | $530 | 0.00% | +1 | New |
| Sachetta, LLC | 1 | $530 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Brown, Lisle/Cummings, Inc. | 2 | $1.06K | 0.00% | +2 | New |
| Bryn Mawr Trust Co | 2 | $1.06K | 0.00% | +2 | New |
| Tounjian Advisory Partners, LLC | 2 | $1.06K | 0.00% | +2 | New |
| MJT & Associates Financial Advisory Group, Inc. | 2 | $1.06K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2 | $1.06K | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $1.09K | 0.00% | +1+100.0% | Added |
| Cornerstone Financial Management LLC | 3 | $1.59K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3 | $1.70K | 0.00% | +3 | New |
| Winthrop Capital Management, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 4 | $2.12K | 0.00% | −32−88.9% | Reduced |
| MidFirst Bank | 4 | $2.12K | 0.00% | −9−69.2% | Reduced |
| SHP Wealth Management | 4 | $2.12K | 0.00% | +1+33.3% | Added |
| Bare Financial Services, Inc | 4 | $2.12K | 0.00% | −1−20.0% | Reduced |
| MV Capital Management, Inc. | 4 | $2.12K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $2.65K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $2.65K | 0.00% | +1+25.0% | Added |
| Cromwell Holdings LLC | 5 | $2.65K | 0.00% | +2+66.7% | Added |
| Beaird Harris Wealth Management, LLC | 6 | $3.18K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 6 | $3.18K | 0.00% | +1+20.0% | Added |
| HFM Investment Advisors, LLC | 6 | $3.18K | 0.00% | +4+200.0% | Added |
| Anchor Investment Management, LLC | 6 | $3.18K | 0.00% | +6 | New |
| N.E.W. Advisory Services LLC | 6 | $3.18K | 0.00% | +6 | New |
| Creative Capital Management Investments LLC | 6 | $3.18K | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 7 | $3.71K | 0.00% | +3+75.0% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $3.71K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $3.71K | 0.00% | +2+40.0% | Added |
| Grove Bank & Trust | 8 | $4.24K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 9 | $4.77K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 9 | $4.77K | 0.00% | +9 | New |
| IFG Advisory, LLC | 9 | $4.77K | 0.00% | +9 | New |
| Hartford Financial Management Inc. | 10 | $5.30K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 10 | $5.30K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $5.30K | 0.00% | +7+233.3% | Added |
| Triumph Capital Management | 11 | $5.83K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 11 | $5.83K | 0.00% | +11 | New |
| Plato Investment Management Ltd | 12 | $6.32K | 0.00% | +12 | New |
| High Note Wealth, LLC | 12 | $6.36K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $6.88K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 13 | $7.07K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 14 | $7.42K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 15 | $7.94K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 16 | $8.47K | 0.00% | −1−5.9% | Reduced |
| Cedar Mountain Advisors, LLC | 17 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 18 | $9.53K | 0.01% | 00.0% | Unchanged |
| American National Bank | 20 | $10.6K | 0.00% | +1+5.3% | Added |
| Brown Brothers Harriman & Co | 20 | $10.6K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 20 | $10.6K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 20 | $10.6K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 20 | $10.6K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 20 | $10.6K | 0.00% | +20 | New |
| Action Point Financial Planning, LLC | 21 | $10.6K | 0.00% | +21 | New |
| Ameritas Advisory Services, LLC | 21 | $11.1K | 0.00% | −488−95.9% | Reduced |
| Avalon Trust Co | 21 | $11.1K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 22 | $11.7K | 0.00% | −47−68.1% | Reduced |
| Farmers & Merchants Investments Inc | 22 | $11.7K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 22 | $11.7K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 23 | $12.2K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 24 | $12.7K | 0.00% | −45−65.2% | Reduced |
| Birchwood Financial Partners, Inc. | 24 | $12.7K | 0.01% | −1−4.0% | Reduced |
| Silver Grove Financial Group, Inc. | 24 | $12.7K | 0.01% | +24 | New |
| Bell Investment Advisors, Inc | 24 | $12.7K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 25 | $13.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 29 | $15.4K | 0.00% | −9−23.7% | Reduced |
| Mather Group, LLC. | 30 | $15.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 31 | $16.4K | 0.00% | −3−8.8% | Reduced |
| JFS Wealth Advisors, LLC | 31 | $16.4K | 0.00% | +1+3.3% | Added |
| City Holding Co | 32 | $16.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 36 | $19.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 38 | $20.1K | 0.00% | +3+8.6% | Added |
| Community Bank, N.A. | 40 | $21.2K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 40 | $21.2K | 0.00% | −9−18.4% | Reduced |
| Ancora Advisors, LLC | 42 | $22.2K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 42 | $22.2K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 43 | $22.8K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 44 | $23.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 43 | $23.1K | 0.00% | −11,050−99.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 45 | $23.8K | 0.00% | +45 | New |
| Private Trust Co NA | 47 | $24.9K | 0.00% | −4−7.8% | Reduced |
| GHP Investment Advisors, Inc. | 50 | $26.5K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 50 | $26.5K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 51 | $27.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 53 | $28.1K | 0.00% | +30+130.4% | Added |