| Navigoe, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 1 | $1.95K | 0.00% | −2−66.7% | Reduced |
| First Horizon Corp | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.95K | 0.00% | +1 | New |
| Axiom Investment Management LLC | 1 | $1.95K | 0.00% | +1 | New |
| Costello Asset Management, INC | 1 | $1.95K | 0.00% | +1 | New |
| Guardian Partners Inc. | 1 | $1.95K | 0.00% | +1 | New |
| Tounjian Advisory Partners, LLC | 1 | $1.95K | 0.00% | +1 | New |
| Wilkerson Advisory Group LLC | 1 | $1.95K | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $1.95K | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $1.95K | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $3.91K | 0.00% | +1+100.0% | Added |
| Cornerstone Financial Management LLC | 2 | $3.91K | 0.00% | +1+100.0% | Added |
| LifeSteps Financial, Inc. | 2 | $3.91K | 0.00% | +2 | New |
| Continuum Advisory, LLC | 2 | $3.91K | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $3.91K | 0.00% | +2 | New |
| Sachetta, LLC | 2 | $3.91K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 2 | $3.91K | 0.00% | +1+100.0% | Added |
| CX Institutional | 2 | $4.00K | 0.00% | −4−66.7% | Reduced |
| Ogorek Anthony Joseph | 3 | $5.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 3 | $5.86K | 0.03% | −1−25.0% | Reduced |
| TD Capital Management LLC | 3 | $5.86K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 3 | $5.86K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 3 | $5.86K | 0.00% | +3 | New |
| West Paces Advisors Inc. | 3 | $5.86K | 0.00% | +3 | New |
| Wealth Enhancement Trust Services, Inc. | 3 | $5.86K | 0.00% | +3 | New |
| MV Capital Management, Inc. | 3 | $5.86K | 0.00% | −3−50.0% | Reduced |
| Rialto Wealth Management, LLC | 3 | $5.86K | 0.00% | +2+200.0% | Added |
| Carolina Wealth Advisors, LLC | 4 | $7.81K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 4 | $7.81K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 4 | $7.81K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4 | $7.81K | 0.00% | +3+300.0% | Added |
| Meeder Asset Management Inc | 4 | $7.81K | 0.00% | +4 | New |
| Silver Grove Financial Group, Inc. | 4 | $7.81K | 0.00% | +4 | New |
| Rocky Mountain Advisers, LLC | 5 | $9.77K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 5 | $9.77K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 5 | $9.77K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 5 | $9.77K | 0.00% | +3+150.0% | Added |
| Cromwell Holdings LLC | 5 | $9.77K | 0.00% | +3+150.0% | Added |
| Ameriflex Group, Inc. | 5 | $9.77K | 0.00% | +5 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 5 | $9.77K | 0.01% | +5 | New |
| Cranbrook Wealth Management, LLC | 5 | $9.77K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $9.77K | 0.00% | +3+150.0% | Added |
| ZRC Wealth Management, LLC | 5 | $9.77K | 0.00% | +5 | New |
| Burkett Financial Services, LLC | 6 | $11.7K | 0.00% | +6 | New |
| Owl Creek Wealth Partners LLC | 6 | $11.7K | 0.00% | −5−45.5% | Reduced |
| Entrust Financial LLC | 6 | $11.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $13.7K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 7 | $13.7K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 7 | $13.7K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 7 | $13.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $13.7K | 0.00% | +3+75.0% | Added |
| UMA Financial Services, Inc. | 7 | $13.7K | 0.00% | +7 | New |
| Private Trust Co NA | 8 | $15.6K | 0.00% | −2−20.0% | Reduced |
| Johnson Financial Group, Inc. | 8 | $15.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 8 | $15.6K | 0.00% | +2+33.3% | Added |
| Bogart Wealth, LLC | 9 | $17.6K | 0.00% | −4−30.8% | Reduced |
| Pinnacle Bancorp, Inc. | 9 | $17.6K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 9 | $17.6K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 9 | $17.6K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 9 | $17.6K | 0.01% | +9 | New |
| BNP Paribas | 10 | $19.5K | 0.00% | −14−58.3% | Reduced |
| Hilltop National Bank | 10 | $19.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10 | $19.5K | 0.00% | +5+100.0% | Added |
| Asset Dedication, LLC | 10 | $19.5K | 0.00% | +7+233.3% | Added |
| Capital Advisors, Ltd. LLC | 10 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 11 | $21.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 11 | $21.5K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 11 | $21.5K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 11 | $21.5K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 11 | $21.5K | 0.00% | +1+10.0% | Added |
| Fortitude Family Office, LLC | 11 | $21.5K | 0.00% | +4+57.1% | Added |
| Private Wealth Asset Management, LLC | 11 | $21.5K | 0.00% | +8+266.7% | Added |
| City Holding Co | 12 | $23.4K | 0.00% | −12−50.0% | Reduced |
| NBC Securities, Inc. | 12 | $23.4K | 0.00% | −2−14.3% | Reduced |
| Adirondack Trust Co | 12 | $23.4K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 12 | $23.4K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 13 | $25.4K | 0.00% | −1−7.1% | Reduced |
| LRI Investments, LLC | 13 | $25.4K | 0.00% | +13 | New |
| Sittner & Nelson, LLC | 13 | $25.4K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 14 | $27.3K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 14 | $27.3K | 0.03% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 15 | $29.3K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 15 | $29.3K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 15 | $29.3K | 0.00% | +7+87.5% | Added |
| Pin Oak Investment Advisors Inc | 16 | $31.0K | 0.02% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 16 | $31.2K | 0.02% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 16 | $31.3K | 0.00% | +3+23.1% | Added |
| GW&K Investment Management, LLC | 17 | $33.0K | 0.00% | +6+54.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 17 | $33.2K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 17 | $33.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $33.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $37.1K | 0.01% | 00.0% | Unchanged |