| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Institute for Wealth Management, LLC. | 0 | $67 | 0.00% | 0 | New |
| NVWM, LLC | 1 | $146 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $146 | 0.00% | +1 | New |
| Birchbrook, Inc. | 1 | $147 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $147 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $147 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 2 | $293 | 0.00% | −3−60.0% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $293 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 3 | $438 | 0.00% | −97−97.0% | Reduced |
| TFC Financial Management | 3 | $439 | 0.00% | −4−57.1% | Reduced |
| Meramec Financial Planners, LLC | 4 | $546 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $564 | 0.00% | +4 | New |
| Motco | 4 | $584 | 0.00% | +4 | New |
| Mosley Wealth Management | 4 | $584 | 0.00% | +4 | New |
| Proathlete Wealth Management LLC | 4 | $584 | 0.00% | +4 | New |
| Tounjian Advisory Partners, LLC | 4 | $609 | 0.00% | +4 | New |
| Halbert Hargrove Global Advisors, LLC | 5 | $667 | 0.00% | +5 | New |
| High Note Wealth, LLC | 5 | $730 | 0.00% | −15−75.0% | Reduced |
| Hickory Point Bank & Trust | 5 | $730 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 5 | $730 | 0.00% | +5 | New |
| SWAN Capital LLC | 5 | $730 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $731 | 0.00% | −1−16.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 6 | $876 | 0.00% | −55−90.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 6 | $877 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $877 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Colonial Trust Co | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 7 | $1.02K | 0.00% | +7 | New |
| BOK Financial Private Wealth, Inc. | 8 | $1.17K | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 9 | $1.31K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 9 | $1.31K | 0.00% | +4+80.0% | Added |
| Bogart Wealth, LLC | 10 | $1.46K | 0.00% | −7−41.2% | Reduced |
| Legacy Bridge, LLC | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $1.46K | 0.00% | +1+11.1% | Added |
| Adkins Seale Capital Management LLC | 11 | $1.61K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 11 | $1.62K | 0.00% | +3+37.5% | Added |
| Abound Wealth Management | 12 | $1.75K | 0.00% | −43−78.2% | Reduced |
| JNBA Financial Advisors | 12 | $1.75K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 12 | $1.75K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 12 | $1.75K | 0.00% | +12 | New |
| Highline Wealth Partners LLC | 13 | $1.90K | 0.00% | −46−78.0% | Reduced |
| Activest Wealth Management | 13 | $1.90K | 0.00% | −8−38.1% | Reduced |
| Battery Global Advisors, LLC | 13 | $1.90K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 13 | $1.90K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 13 | $1.90K | 0.00% | +13 | New |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | −8,432−99.8% | Reduced |
| Ogorek Anthony Joseph | 17 | $2.00K | 0.00% | −1−5.6% | Reduced |
| Buck Wealth Strategies, LLC | 14 | $2.04K | 0.00% | +14 | New |
| JDM Financial Group LLC | 15 | $2.19K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 16 | $2.34K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 16 | $2.34K | 0.00% | +5+45.5% | Added |
| FWL Investment Management, LLC | 17 | $2.48K | 0.00% | +17 | New |
| Albion Financial Group | 17 | $2.48K | 0.00% | −6−26.1% | Reduced |
| UMA Financial Services, Inc. | 17 | $2.48K | 0.00% | −5−22.7% | Reduced |
| Kilter Group LLC | 17 | $2.48K | 0.00% | +8+88.9% | Added |
| Valley National Advisers Inc | 18 | $2.60K | 0.00% | −12−40.0% | Reduced |
| Medallion Wealth Advisors, LLC | 18 | $2.63K | 0.00% | +1+5.9% | Added |
| Dogwood Wealth Management LLC | 18 | $2.63K | 0.00% | +14+350.0% | Added |
| Pier Capital, LLC | 19 | $2.77K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 21 | $3.07K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 21 | $3.07K | 0.00% | +9+75.0% | Added |
| Cape Investment Advisory, Inc. | 22 | $3.21K | 0.00% | +22 | New |
| Torren Management, LLC | 23 | $3.29K | 0.00% | +1+4.5% | Added |
| Friedenthal Financial | 23 | $3.36K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 24 | $3.51K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 25 | $3.65K | 0.03% | −35−58.3% | Reduced |
| Godfrey Financial Associates, Inc. | 25 | $3.65K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 26 | $3.80K | 0.00% | +26 | New |
| IMA Wealth, Inc. | 27 | $3.94K | 0.00% | +27 | New |
| Elequin Capital LP | 27 | $3.94K | 0.00% | +27 | New |
| JPL Wealth Management, LLC | 27 | $3.94K | 0.00% | −8−22.9% | Reduced |
| Webster Bank, N. A. | 28 | $4.09K | 0.00% | +15+115.4% | Added |
| CBIZ Investment Advisory Services, LLC | 28 | $4.09K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 28 | $4.17K | 0.00% | +19+211.1% | Added |
| MCF Advisors LLC | 29 | $4.24K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 30 | $4.38K | 0.00% | −177−85.5% | Reduced |
| Quarry LP | 30 | $4.38K | 0.00% | −8−21.1% | Reduced |
| Bruce G. Allen Investments, LLC | 30 | $4.38K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 30 | $4.38K | 0.00% | +1+3.4% | Added |
| IFG Advisory, LLC | 32 | $4.70K | 0.00% | +14+77.8% | Added |
| Trust Co of Toledo NA | 33 | $4.82K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 33 | $4.82K | 0.00% | +33 | New |
| Avion Wealth | 40 | $5.00K | 0.00% | +4+11.1% | Added |
| Bay Harbor Wealth Management, LLC | 35 | $5.11K | 0.00% | −4−10.3% | Reduced |
| Retirement Wealth Solutions LLC | 35 | $5.11K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 36 | $5.28K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 38 | $5.55K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 38 | $5.55K | 0.00% | −15−28.3% | Reduced |
| Dunhill Financial, LLC | 45 | $6.63K | 0.00% | +23+104.5% | Added |
| Bell Investment Advisors, Inc | 47 | $6.87K | 0.00% | −28−37.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 47 | $6.87K | 0.00% | −3−6.0% | Reduced |
| Clear Street Markets LLC | 49 | $7.16K | 0.00% | +14+40.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 50 | $7.30K | 0.00% | −50−50.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 50 | $7.30K | 0.00% | −15−23.1% | Reduced |
| Colonial Trust Advisors | 50 | $7.30K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 50 | $7.30K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 53 | $7.74K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 53 | $7.74K | 0.00% | +3+6.0% | Added |
