| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $230 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 1 | $230 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $459 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $459 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2 | $459 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2 | $460 | 0.00% | +2 | New |
| Baystate Wealth Management LLC | 2 | $517 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $690 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $693 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 4 | $1.00K | 0.00% | +4 | New |
| Investors Research Corp | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 5 | $1.15K | 0.00% | +5 | New |
| Delos Wealth Advisors, LLC | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.38K | 0.00% | −2−25.0% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 7 | $1.61K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $1.84K | 0.00% | +8 | New |
| Sound Income Strategies, LLC | 9 | $2.07K | 0.00% | −10−52.6% | Reduced |
| Perkins Coie Trust Co | 9 | $2.07K | 0.00% | −3−25.0% | Reduced |
| Tortoise Investment Management, LLC | 9 | $2.07K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 9 | $2.07K | 0.00% | +4+80.0% | Added |
| Scarborough Advisors, LLC | 9 | $2.07K | 0.00% | +9 | New |
| Caldwell Sutter Capital, Inc. | 10 | $2.30K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 10 | $2.30K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 10 | $2.30K | 0.00% | +10 | New |
| PSI Advisors, LLC | 11 | $2.53K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 11 | $2.53K | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $2.53K | 0.00% | +11 | New |
| Johnson Financial Group, Inc. | 13 | $2.72K | 0.00% | −29−69.0% | Reduced |
| Focused Wealth Management, Inc | 12 | $2.79K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 11 | $3.00K | 0.00% | −2−15.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 14 | $3.22K | 0.00% | +14 | New |
| Naples Money Management LLC | 14 | $3.22K | 0.00% | +14 | New |
| O'Dell Group, LLC | 15 | $3.45K | 0.00% | +15 | New |
| Legend Financial Advisors, Inc. | 16 | $3.67K | 0.00% | +16 | New |
| Kiely Wealth Advisory Group, Inc. | 17 | $3.71K | 0.00% | +17 | New |
| Private Wealth Management Group, LLC | 18 | $4.13K | 0.00% | +18 | New |
| Dunhill Financial, LLC | 20 | $4.48K | 0.00% | +20 | New |
| Fortitude Family Office, LLC | 20 | $4.59K | 0.00% | +20 | New |
| TSFG, LLC | 23 | $5.00K | 0.00% | −13−36.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 24 | $5.51K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 26 | $5.97K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 26 | $6.00K | 0.00% | +26 | New |
| City State Bank | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $6.43K | 0.00% | −20−41.7% | Reduced |
| Trifecta Capital Advisors, LLC | 28 | $6.43K | 0.00% | +23+460.0% | Added |
| Lee Financial Co | 28 | $6.46K | 0.00% | +28 | New |
| Geneos Wealth Management Inc. | 29 | $6.66K | 0.00% | −198−87.2% | Reduced |
| Key Financial Inc | 29 | $6.66K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 29 | $6.66K | 0.01% | +29 | New |
| Smartleaf Asset Management LLC | 29 | $6.70K | 0.00% | +29 | New |
| Lummis Asset Management, LP | 30 | $6.89K | 0.01% | +30 | New |
| Salomon & Ludwin, LLC | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 31 | $7.12K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 33 | $7.58K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 33 | $7.58K | 0.00% | +33 | New |
| WealthCollab, LLC | 34 | $7.81K | 0.01% | +34 | New |
| Abound Wealth Management | 35 | $7.98K | 0.00% | −3−7.9% | Reduced |
| BKM Wealth Management, LLC | 35 | $8.04K | 0.00% | +35 | New |
| Tucker Asset Management LLC | 38 | $8.73K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 38 | $8.73K | 0.01% | +38 | New |
| Oliver Lagore Vanvalin Investment Group | 39 | $8.96K | 0.00% | −12−23.5% | Reduced |
| Wolff Wiese Magana LLC | 39 | $8.96K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 40 | $9.03K | 0.00% | −15−27.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 40 | $9.19K | 0.00% | −91−69.5% | Reduced |
| Highline Wealth Partners LLC | 40 | $9.19K | 0.00% | +40 | New |
| Raleigh Capital Management Inc. | 41 | $9.40K | 0.00% | +14+51.9% | Added |
| Venturi Wealth Management, LLC | 44 | $10.1K | 0.00% | −7−13.7% | Reduced |
| Independence Bank of Kentucky | 45 | $10.3K | 0.00% | +20+80.0% | Added |
| Clear Investment Research, LLC | 45 | $10.3K | 0.01% | +45 | New |
| Creekmur Asset Management LLC | 45 | $10.3K | 0.00% | +45 | New |
| Kozak & Associates, Inc. | 50 | $10.4K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 46 | $10.5K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 50 | $10.8K | 0.01% | +50 | New |
| Carmichael Hill & Associates, Inc. | 50 | $11.5K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 50 | $11.5K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 50 | $11.5K | 0.01% | +50 | New |
| Carolinas Wealth Consulting LLC | 52 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 55 | $12.6K | 0.00% | −19−25.7% | Reduced |
| Manchester Capital Management LLC | 61 | $14.0K | 0.00% | +39+177.3% | Added |
| Creative Financial Designs Inc | 61 | $14.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 62 | $14.2K | 0.01% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 63 | $14.5K | 0.01% | +63 | New |
| Pin Oak Investment Advisors Inc | 63 | $15.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 75 | $17.2K | 0.01% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 77 | $17.7K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 79 | $18.1K | 0.01% | +79 | New |
| Annapolis Financial Services, LLC | 82 | $18.8K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 85 | $19.5K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 87 | $20.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 90 | $20.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 91 | $20.9K | 0.00% | −24−20.9% | Reduced |
| Tradition Wealth Management, LLC | 92 | $21.0K | 0.00% | −1−1.1% | Reduced |
| Colonial Trust Advisors | 93 | $21.4K | 0.00% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 93 | $21.5K | 0.02% | +93 | New |
| Financial Freedom, LLC | 94 | $21.6K | 0.01% | 00.0% | Unchanged |