| Smallwood Wealth Investment Management, LLC | 1 | $49 | 0.00% | −24−96.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $50 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1 | $50 | 0.00% | +1 | New |
| Ankerstar Wealth, LLC | 1 | $50 | 0.00% | +1 | New |
| Financially Speaking Inc | 2 | $100 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $136 | 0.00% | −1−33.3% | Reduced |
| Godfrey Financial Associates, Inc. | 3 | $149 | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 3 | $149 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3 | $149 | 0.00% | +1+50.0% | Added |
| Cullen/Frost Bankers, Inc. | 3 | $149 | 0.00% | +3 | New |
| Keating Financial Advisory Services, Inc. | 4 | $198 | 0.00% | −19−82.6% | Reduced |
| City State Bank | 4 | $198 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 4 | $198 | 0.00% | +4 | New |
| Legacy Wealth Managment, LLC | 4 | $199 | 0.00% | +4 | New |
| Arlington Trust Co LLC | 7 | $347 | 0.00% | +7 | New |
| Altshuler Shaham Ltd | 10 | $386 | 0.00% | +10 | New |
| Glass Jacobson Investment Advisors llc | 8 | $397 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 6 | $422 | 0.00% | +6 | New |
| Bare Financial Services, Inc | 9 | $446 | 0.00% | −7−43.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 9 | $446 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 9 | $446 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 9 | $446 | 0.00% | +2+28.6% | Added |
| Rialto Wealth Management, LLC | 9 | $447 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 9 | $447 | 0.00% | +9 | New |
| Toth Financial Advisory Corp | 10 | $496 | 0.00% | −35−77.8% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $496 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 10 | $496 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 10 | $496 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 10 | $496 | 0.00% | +10 | New |
| Bruce G. Allen Investments, LLC | 12 | $595 | 0.00% | +12 | New |
| Transamerica Financial Advisors, Inc. | 13 | $644 | 0.00% | +13 | New |
| Scarborough Advisors, LLC | 13 | $645 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 14 | $694 | 0.00% | +2+16.7% | Added |
| HM Payson & Co | 14 | $695 | 0.00% | −289−95.4% | Reduced |
| Merkkuri Wealth Advisors LLC | 15 | $725 | 0.00% | +15 | New |
| Godsey & Gibb Associates | 15 | $744 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 15 | $744 | 0.00% | −57−79.2% | Reduced |
| Retirement Wealth Solutions LLC | 15 | $744 | 0.00% | +7+87.5% | Added |
| GHP Investment Advisors, Inc. | 16 | $794 | 0.00% | −1−5.9% | Reduced |
| CKW Financial Group | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 30 | $1.00K | 0.00% | +20+200.0% | Added |
| IFG Advisory, LLC | 22 | $1.09K | 0.00% | −3,488−99.4% | Reduced |
| Bell Investment Advisors, Inc | 22 | $1.09K | 0.00% | +9+69.2% | Added |
| Assetmark, Inc | 23 | $1.14K | 0.00% | −4−14.8% | Reduced |
| North Star Investment Management Corp. | 23 | $1.14K | 0.00% | +23 | New |
| Millstone Evans Group, LLC | 26 | $1.29K | 0.00% | +3+13.0% | Added |
| Corsicana & Co. | 60 | $1.30K | 0.00% | +60 | New |
| South State Corp. | 30 | $1.49K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $1.49K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 30 | $1.49K | 0.00% | +3+11.1% | Added |
| First Pacific Financial | 31 | $1.54K | 0.00% | +10+47.6% | Added |
| Acumen Wealth Advisors, LLC | 32 | $1.59K | 0.00% | +32 | New |
| UMA Financial Services, Inc. | 33 | $1.64K | 0.00% | −3−8.3% | Reduced |
| Fortitude Family Office, LLC | 35 | $1.74K | 0.00% | −6−14.6% | Reduced |
| Kennebec Savings Bank | 35 | $1.74K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 40 | $1.98K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 40 | $1.98K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 45 | $2.23K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 50 | $2.40K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 50 | $2.41K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $2.48K | 0.00% | −2,735−98.2% | Reduced |
| McIlrath & Eck, LLC | 50 | $2.48K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 50 | $2.48K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $2.48K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 50 | $2.48K | 0.00% | +50 | New |
| Quent Capital, LLC | 50 | $2.48K | 0.00% | +50 | New |
| Fourth Dimension Wealth, LLC | 50 | $2.48K | 0.00% | +50 | New |
| Birchbrook, Inc. | 50 | $2.48K | 0.00% | +50 | New |
| Clearstead Advisors, LLC | 52 | $2.58K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 52 | $2.58K | 0.00% | +52 | New |
| First Command Advisory Services, Inc. | 53 | $2.63K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 57 | $2.83K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 60 | $2.98K | 0.00% | −50−45.5% | Reduced |
| GW&K Investment Management, LLC | 56 | $3.00K | 0.00% | −28−33.3% | Reduced |
| Wall Street Financial Group, Inc. | 64 | $3.17K | 0.00% | +64 | New |
| First Horizon Corp | 67 | $3.32K | 0.00% | −61−47.7% | Reduced |
| Tower Trust & Investment Co | 68 | $3.37K | 0.00% | +68 | New |
| Versant Capital Management, Inc | 75 | $3.72K | 0.00% | +67+837.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 75 | $3.72K | 0.00% | −50−40.0% | Reduced |
| AdvisorNet Financial, Inc | 78 | $3.87K | 0.00% | −4,495−98.3% | Reduced |
| Zions Bancorporation, National Association | 81 | $4.02K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 88 | $4.36K | 0.00% | +55+166.7% | Added |
| Miller Wealth Advisors, LLC | 90 | $4.46K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 94 | $4.66K | 0.00% | +15+19.0% | Added |
| Barrett & Company, Inc. | 95 | $4.71K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 95 | $4.71K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 99 | $4.91K | 0.00% | +4+4.2% | Added |
| Chung Wu Investment Group, LLC | 100 | $4.96K | 0.00% | −160−61.5% | Reduced |
| Sfam, LLC | 100 | $4.96K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 100 | $4.96K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 100 | $4.96K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 100 | $4.96K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 101 | $5.00K | 0.00% | −89−46.8% | Reduced |
| Tradewinds Capital Management, LLC | 105 | $5.21K | 0.00% | −16−13.2% | Reduced |
| Main Street Group, LTD | 109 | $5.41K | 0.00% | +109 | New |
| Key Financial Inc | 110 | $5.46K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 120 | $5.95K | 0.00% | +120 | New |
| TFC Financial Management | 125 | $6.20K | 0.00% | −50−28.6% | Reduced |
| Sunbelt Securities, Inc. | 125 | $6.20K | 0.00% | +75+150.0% | Added |
| Orion Capital Management LLC | 128 | $6.35K | 0.00% | 00.0% | Unchanged |