| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 0 | $50 | 0.00% | −3−100.0% | Reduced |
| Y.D. More Investments Ltd | 94 | $75 | 0.00% | −3−3.1% | Reduced |
| Tounjian Advisory Partners, LLC | 1 | $143 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 0 | $229 | 0.00% | 0 | New |
| MidFirst Bank | 1 | $238 | 0.00% | −58−98.3% | Reduced |
| Aspect Partners, LLC | 1 | $238 | 0.00% | −9−90.0% | Reduced |
| NorthAvenue LLC | 1 | $239 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $239 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $239 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $450 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 2 | $476 | 0.00% | −1−33.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 2 | $476 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $476 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $476 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $476 | 0.00% | +2 | New |
| Planning Strategies Inc. | 2 | $476 | 0.00% | +2 | New |
| DHJJ Financial Advisors, Ltd. | 2 | $477 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $477 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 2 | $477 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $477 | 0.00% | +2 | New |
| Nvest Wealth Strategies, Inc. | 2 | $477 | 0.00% | +2 | New |
| Cordant, Inc. | 2 | $493 | 0.00% | +2 | New |
| Strengthening Families & Communities, LLC | 3 | $714 | 0.00% | +3 | New |
| Networth Advisors, LLC | 4 | $952 | 0.00% | −1−20.0% | Reduced |
| Phillip James Consulting Co. | 4 | $952 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 4 | $952 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 4 | $952 | 0.00% | +4 | New |
| Retirement Wealth Solutions LLC | 4 | $953 | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 5 | $1.00K | 0.00% | +5 | New |
| CKW Financial Group | 6 | $1.00K | 0.00% | +6 | New |
| Caitlin John, LLC | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $1.19K | 0.00% | 00.0% | Unchanged |
| City State Bank | 5 | $1.19K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $1.19K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 5 | $1.19K | 0.00% | +5 | New |
| Spectrum Wealth Advisory Group, LLC | 5 | $1.20K | 0.00% | +5 | New |
| CWM Advisors, LLC | 5 | $1.26K | 0.00% | −5−50.0% | Reduced |
| Decker Retirement Planning Inc. | 6 | $1.35K | 0.00% | +6 | New |
| North Star Investment Management Corp. | 6 | $1.43K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $1.43K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6 | $1.43K | 0.00% | +6 | New |
| Downshift Financial, LLC | 6 | $1.43K | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 6 | $1.45K | 0.00% | +2+50.0% | Added |
| Signature Equity Partners, LLC | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 6 | $1.51K | 0.00% | +1+20.0% | Added |
| Nemes Rush Group LLC | 7 | $1.67K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 7 | $1.67K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 7 | $1.67K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $1.67K | 0.00% | +2+40.0% | Added |
| Beaird Harris Wealth Management, LLC | 8 | $1.91K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $2.14K | 0.00% | +1+12.5% | Added |
| Montgomery Financial Services LLC | 9 | $2.14K | 0.00% | +9 | New |
| Bartlett & Co. Wealth Management LLC | 10 | $2.38K | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 10 | $2.38K | 0.00% | +5+100.0% | Added |
| Activest Wealth Management | 11 | $2.62K | 0.00% | −6−35.3% | Reduced |
| Elevated Capital Advisors, LLC | 11 | $2.62K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 11 | $2.62K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 11 | $2.62K | 0.00% | +1+10.0% | Added |
| Harborfront Financial Group LLC | 11 | $2.62K | 0.01% | +11 | New |
| High Note Wealth, LLC | 12 | $2.86K | 0.00% | −2−14.3% | Reduced |
| Valued Wealth Advisors LLC | 12 | $2.87K | 0.00% | +1+9.1% | Added |
| Whipplewood Advisors, LLC | 13 | $3.09K | 0.00% | −14−51.9% | Reduced |
| Marshall Investment Management, LLC | 13 | $3.09K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 13 | $3.10K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 13 | $3.10K | 0.00% | +4+44.4% | Added |
| Strive Financial Group ,LLC | 14 | $3.33K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 14 | $3.33K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 14 | $3.33K | 0.00% | +14 | New |
| BOK Financial Private Wealth, Inc. | 14 | $3.33K | 0.00% | −77−84.6% | Reduced |
| JNBA Financial Advisors | 14 | $3.33K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 14 | $3.39K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 16 | $3.81K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 16 | $3.81K | 0.00% | +16 | New |
| Dunhill Financial, LLC | 16 | $3.91K | 0.00% | −1−5.9% | Reduced |
| Abound Wealth Management | 16 | $3.92K | 0.00% | −26−61.9% | Reduced |
| Sunrise Financial Services, LLC | 17 | $4.05K | 0.00% | −15−46.9% | Reduced |
| Westfuller Advisors, LLC | 17 | $4.13K | 0.00% | −2−10.5% | Reduced |
| Cornerstone Financial Management LLC | 19 | $4.52K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 19 | $4.52K | 0.00% | +19 | New |
| Ares Financial Consulting, LLC | 20 | $4.76K | 0.00% | +16+400.0% | Added |
| Marquette Asset Management, LLC | 20 | $4.76K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 21 | $5.00K | 0.00% | −19−47.5% | Reduced |
| Colonial Trust Co | 21 | $5.00K | 0.00% | −3−12.5% | Reduced |
| EFG International AG | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $5.00K | 0.00% | +1+5.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 22 | $5.24K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 23 | $5.47K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 24 | $5.64K | 0.00% | +1+4.3% | Added |
| GHP Investment Advisors, Inc. | 24 | $5.82K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 25 | $6.02K | 0.00% | +25 | New |
| Costello Asset Management, INC | 26 | $6.19K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 28 | $6.66K | 0.00% | −1−3.4% | Reduced |
| Cedar Mountain Advisors, LLC | 28 | $6.66K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 28 | $6.66K | 0.00% | +6+27.3% | Added |
| Joseph Group Capital Management | 29 | $6.90K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 29 | $6.90K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 30 | $7.14K | 0.01% | 00.0% | Unchanged |
| Vanguard National Trust Co | 33 | $7.85K | 0.00% | +33 | New |