| Turning Point Benefit Group, Inc. | 1 | $620 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $621 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1 | $630 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 1 | $630 | 0.00% | +1 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $630 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $630 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $631 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $631 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $631 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1 | $631 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $631 | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 1 | $634 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2 | $1.26K | 0.00% | +2 | New |
| Cape Investment Advisory, Inc. | 2 | $1.26K | 0.00% | −1−33.3% | Reduced |
| Delos Wealth Advisors, LLC | 2 | $1.26K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $1.26K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 2 | $1.26K | 0.00% | +2 | New |
| Texas Capital Bancshares Inc | 2 | $1.26K | 0.00% | +2 | New |
| Winnow Wealth LLC | 2 | $1.26K | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $1.62K | 0.00% | −8−80.0% | Reduced |
| Barrett & Company, Inc. | 3 | $1.89K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.89K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $1.89K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3 | $1.89K | 0.00% | +1+50.0% | Added |
| Principia Wealth Advisory, LLC | 3 | $1.89K | 0.00% | +2+200.0% | Added |
| HHM Wealth Advisors, LLC | 3 | $1.89K | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 4 | $2.52K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $2.52K | 0.00% | +1+33.3% | Added |
| Beaird Harris Wealth Management, LLC | 4 | $2.52K | 0.00% | −1−20.0% | Reduced |
| Rialto Wealth Management, LLC | 4 | $2.52K | 0.00% | +1+33.3% | Added |
| TD Capital Management LLC | 4 | $2.54K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 5 | $2.92K | 0.00% | +4+400.0% | Added |
| Penserra Capital Management LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4 | $3.00K | 0.00% | +4 | New |
| Morse Asset Management, Inc | 5 | $3.15K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 5 | $3.15K | 0.00% | +5 | New |
| Sofos Investments, Inc. | 5 | $3.16K | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $3.70K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $3.70K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6 | $3.78K | 0.00% | −3−33.3% | Reduced |
| MTM Investment Management, LLC | 6 | $3.78K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 6 | $3.78K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 6 | $3.78K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 6 | $3.78K | 0.00% | +6 | New |
| Key Financial Inc | 7 | $4.34K | 0.00% | +2+40.0% | Added |
| Bellevue Asset Management, LLC | 7 | $4.41K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 7 | $4.41K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 7 | $4.41K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 7 | $4.41K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 7 | $4.41K | 0.00% | +7 | New |
| Dunhill Financial, LLC | 7 | $4.67K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 8 | $5.04K | 0.00% | −13−61.9% | Reduced |
| Mascoma Wealth Management LLC | 8 | $5.04K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 8 | $5.04K | 0.00% | +8 | New |
| HighMark Wealth Management LLC | 9 | $5.67K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 9 | $5.67K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 10 | $6.30K | 0.00% | −54−84.4% | Reduced |
| CoreCap Advisors, LLC | 10 | $6.30K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $6.30K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 10 | $6.30K | 0.00% | +10 | New |
| SOA Wealth Advisors, LLC. | 6,812 | $6.81K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 11 | $6.93K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 11 | $6.93K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 11 | $6.93K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 11 | $6.93K | 0.00% | +11 | New |
| Highline Wealth Partners LLC | 11 | $6.94K | 0.00% | +5+83.3% | Added |
| Bell Investment Advisors, Inc | 12 | $7.56K | 0.00% | −1−7.7% | Reduced |
| Howard Hughes Medical Institute | 13 | $8.19K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $8.19K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 14 | $8.68K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 14 | $8.82K | 0.00% | +4+40.0% | Added |
| Albion Financial Group | 14 | $8.82K | 0.00% | +14 | New |
| Steigerwald, Gordon & Koch Inc. | 14 | $8.82K | 0.00% | +14 | New |
| Ritter Daniher Financial Advisory LLC | 14 | $8.82K | 0.00% | +14 | New |
| Avion Wealth | 15 | $9.00K | 0.00% | +1+7.1% | Added |
| Brown, Lisle/Cummings, Inc. | 14 | $9.07K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 15 | $9.34K | 0.01% | −1−6.3% | Reduced |
| Icon Advisers Inc | 15 | $9.45K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 15 | $9.45K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 15 | $9.45K | 0.00% | +1+7.1% | Added |
| Boreal Capital Management LLC | 16 | $10.1K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 16 | $10.1K | 0.00% | +6+60.0% | Added |
| Bruce G. Allen Investments, LLC | 17 | $10.7K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 17 | $10.7K | 0.00% | +15+750.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 17 | $10.7K | 0.00% | +17 | New |
| Cloud Capital Management, LLC | 18 | $11.0K | 0.01% | +18 | New |
| North Capital, Inc. | 18 | $11.3K | 0.01% | +1+5.9% | Added |
| Private Wealth Management Group, LLC | 18 | $11.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 19 | $12.0K | 0.00% | +8+72.7% | Added |
| Prestige Wealth Management Group LLC | 19 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 20 | $12.6K | 0.00% | −3−13.0% | Reduced |
| Chelsea Counsel Co | 20 | $12.6K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 20 | $12.6K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 20 | $12.6K | 0.00% | +11+122.2% | Added |
| Capital Analysts, LLC | 21 | $13.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 21 | $13.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 21 | $13.2K | 0.00% | 00.0% | Unchanged |