| Kilter Group LLC | 1 | $121 | 0.00% | −13−92.9% | Reduced |
| AdvisorNet Financial, Inc | 1 | $121 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 1 | $121 | 0.00% | +1 | New |
| Ankerstar Wealth, LLC | 1 | $121 | 0.00% | +1 | New |
| TD Private Client Wealth LLC | 2 | $241 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $241 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $242 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2 | $242 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $247 | 0.00% | +2 | New |
| Legacy Wealth Managment, LLC | 3 | $362 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 3 | $362 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 4 | $482 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 5 | $603 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $603 | 0.00% | +1+25.0% | Added |
| Financial Management Professionals, Inc. | 5 | $603 | 0.00% | +2+66.7% | Added |
| Principia Wealth Advisory, LLC | 5 | $603 | 0.00% | +2+66.7% | Added |
| Hughes Financial Services, LLC | 5 | $603 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 6 | $723 | 0.00% | −4−40.0% | Reduced |
| Trust Co | 6 | $723 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 6 | $723 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $724 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 7 | $844 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $844 | 0.00% | +7 | New |
| Bogart Wealth, LLC | 8 | $964 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 7 | $973 | 0.00% | +7 | New |
| Sunbelt Securities, Inc. | 9 | $1.08K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $1.08K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 10 | $1.21K | 0.00% | +10 | New |
| Hilton Head Capital Partners, LLC | 11 | $1.33K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 12 | $1.45K | 0.00% | +5+71.4% | Added |
| HHM Wealth Advisors, LLC | 12 | $1.45K | 0.00% | +12 | New |
| Trium Capital LLP | 12 | $1.45K | 0.00% | +12 | New |
| Dunhill Financial, LLC | 12 | $1.50K | 0.00% | +10+500.0% | Added |
| Vermillion Wealth Management, Inc. | 13 | $1.57K | 0.00% | +13 | New |
| Rialto Wealth Management, LLC | 13 | $1.57K | 0.00% | +3+30.0% | Added |
| Sachetta, LLC | 14 | $1.69K | 0.00% | +14 | New |
| Bayban | 17 | $2.05K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 17 | $2.05K | 0.00% | +9+112.5% | Added |
| St Germain D J Co Inc | 18 | $2.17K | 0.00% | −17−48.6% | Reduced |
| IMA Wealth, Inc. | 19 | $2.29K | 0.00% | −10−34.5% | Reduced |
| Game Plan Financial Advisors, LLC | 20 | $2.41K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 21 | $2.53K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 21 | $2.53K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 21 | $2.53K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 21 | $2.53K | 0.00% | +16+320.0% | Added |
| Bay Harbor Wealth Management, LLC | 22 | $2.65K | 0.00% | +9+69.2% | Added |
| Flagship Wealth Advisors, LLC | 50 | $2.72K | 0.00% | +50 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $2.77K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 23 | $2.77K | 0.00% | +4+21.1% | Added |
| SJS Investment Consulting Inc. | 23 | $2.77K | 0.00% | +12+109.1% | Added |
| Horizon Financial Services, LLC | 24 | $2.89K | 0.00% | +24 | New |
| Maseco LLP | 25 | $3.02K | 0.00% | +25 | New |
| South State Corp. | 28 | $3.38K | 0.00% | −23−45.1% | Reduced |
| Park Square Financial Group, LLC | 29 | $3.50K | 0.03% | +29 | New |
| Golden State Wealth Management, LLC | 30 | $3.62K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 30 | $3.62K | 0.00% | +23+328.6% | Added |
| Mather Group, LLC. | 30 | $3.62K | 0.00% | +30 | New |
| Avion Wealth | 40 | $4.00K | 0.00% | +8+25.0% | Added |
| J.Safra Asset Management Corp | 35 | $4.22K | 0.00% | +17+94.4% | Added |
| Rosenberg Matthew Hamilton | 36 | $4.34K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 40 | $4.82K | 0.00% | +40 | New |
| Geneos Wealth Management Inc. | 43 | $5.18K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 43 | $5.30K | 0.00% | +43 | New |
| Salomon & Ludwin, LLC | 53 | $5.99K | 0.00% | 00.0% | Unchanged |
| Sycomore Asset Management | 700 | $6.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 51 | $6.15K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 52 | $6.27K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 52 | $6.27K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 58 | $6.99K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 61 | $7.35K | 0.00% | −23−27.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 69 | $8.07K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 69 | $8.32K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 69 | $8.32K | 0.00% | +69 | New |
| Pinnacle Bancorp, Inc. | 76 | $9.16K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 81 | $9.77K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 82 | $9.88K | 0.00% | −16−16.3% | Reduced |
| Financial Perspectives, Inc | 84 | $10.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 84 | $10.1K | 0.00% | +84 | New |
| MTM Investment Management, LLC | 90 | $10.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 91 | $11.0K | 0.00% | +49+116.7% | Added |
| Sankala Group LLC | 95 | $11.6K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 97 | $11.7K | 0.00% | +97 | New |
| JFS Wealth Advisors, LLC | 98 | $11.8K | 0.00% | +6+6.5% | Added |
| City State Bank | 100 | $12.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 102 | $12.3K | 0.00% | +5+5.2% | Added |
| DT Investment Partners, LLC | 107 | $12.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 107 | $12.9K | 0.01% | +26+32.1% | Added |
| Greykasell Wealth Strategies, Inc. | 127 | $15.3K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 130 | $15.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 130 | $15.8K | 0.00% | +84+182.6% | Added |
| Cedar Mountain Advisors, LLC | 131 | $15.8K | 0.00% | +131 | New |
| Wolff Wiese Magana LLC | 133 | $16.0K | 0.01% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 146 | $17.6K | 0.02% | +146 | New |
| Massmutual Trust Co FSB | 148 | $17.8K | 0.00% | +34+29.8% | Added |
| Ogorek Anthony Joseph | 155 | $18.0K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 146 | $18.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 150 | $18.1K | 0.00% | +150 | New |
| Bullock Wealth Management Group | 153 | $18.4K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 153 | $18.4K | 0.02% | +153 | New |
| First Pacific Financial | 155 | $18.7K | 0.00% | +155 | New |