| Pacific Center for Financial Services | 0 | $11 | 0.00% | 0 | Unchanged |
| ZRC Wealth Management, LLC | 0 | $14 | 0.00% | 0 | Unchanged |
| Wolff Wiese Magana LLC | 1 | $909 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $909 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $909 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1 | $909 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $909 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1 | $909 | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 1 | $909 | 0.00% | +1 | New |
| Register Financial Advisors LLC | 1 | $909 | 0.00% | +1 | New |
| Valley National Advisers Inc | 1 | $1.00K | 0.00% | −1−50.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 1 | $1.00K | 0.00% | +1 | New |
| PEAK6 Investments LLC | 1 | $1.19K | 0.00% | −1,385−99.9% | Reduced |
| Global Financial Private Client, LLC | 2 | $1.80K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2 | $1.82K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2 | $1.82K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $1.82K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2 | $1.82K | 0.00% | +1+100.0% | Added |
| Perritt Capital Management Inc | 2 | $1.82K | 0.00% | +2 | New |
| WFA of San Diego, LLC | 2 | $1.82K | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $2.73K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $2.73K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3 | $2.73K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 3 | $2.73K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 4 | $3.63K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 4 | $3.64K | 0.00% | +4 | New |
| Coppell Advisory Solutions LLC | 5 | $4.22K | 0.00% | −5−50.0% | Reduced |
| Aspire Private Capital, LLC | 5 | $4.54K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 5 | $4.54K | 0.01% | +5 | New |
| Lee Financial Co | 5 | $4.54K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 5 | $4.54K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 5 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 5 | $5.00K | 0.00% | +1+25.0% | Added |
| Perkins Coie Trust Co | 6 | $5.45K | 0.00% | +6 | New |
| Laffer Tengler Investments | 6 | $5.45K | 0.00% | −1,470−99.6% | Reduced |
| Bellevue Asset Management, LLC | 6 | $5.45K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 6 | $5.45K | 0.00% | +6 | New |
| Trifecta Capital Advisors, LLC | 6 | $5.45K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 7 | $6.00K | 0.00% | −23−76.7% | Reduced |
| Motco | 7 | $6.36K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7 | $6.36K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 7 | $6.36K | 0.00% | +7 | New |
| Avion Wealth | 9 | $7.00K | 0.00% | +2+28.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $7.27K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $7.27K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8 | $7.27K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 8 | $7.27K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 9 | $8.18K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 9 | $8.18K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9 | $8.18K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 10 | $9.00K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 10 | $9.09K | 0.01% | −7−41.2% | Reduced |
| Silicon Valley Capital Partners | 10 | $9.09K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 10 | $9.09K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 10 | $9.09K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 11 | $10.0K | 0.00% | −3−21.4% | Reduced |
| Global Wealth Strategies & Associates | 11 | $10.0K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 11 | $10.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 11 | $10.0K | 0.00% | +11 | New |
| Fortis Group Advisors, LLC | 11 | $10.0K | 0.00% | +11 | New |
| Oliver Lagore Vanvalin Investment Group | 12 | $10.9K | 0.00% | +2+20.0% | Added |
| Colonial Trust Advisors | 12 | $10.9K | 0.00% | +9+300.0% | Added |
| Mascoma Wealth Management LLC | 12 | $10.9K | 0.00% | +12 | New |
| Hollencrest Capital Management | 13 | $11.8K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 13 | $11.8K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 14 | $12.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $12.7K | 0.01% | +1+7.7% | Added |
| Nemes Rush Group LLC | 14 | $12.7K | 0.00% | +9+180.0% | Added |
| FinTrust Capital Advisors, LLC | 14 | $12.7K | 0.00% | +9+180.0% | Added |
| West Oak Capital, LLC | 14 | $13.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 15 | $13.6K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 15 | $13.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 15 | $13.6K | 0.00% | +2+15.4% | Added |
| First Command Advisory Services, Inc. | 15 | $13.6K | 0.00% | +15 | New |
| Investment Research & Advisory Group, Inc. | 16 | $14.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 16 | $14.5K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 17 | $15.5K | 0.00% | −76−81.7% | Reduced |
| Hexagon Capital Partners LLC | 17 | $15.5K | 0.00% | −4−19.0% | Reduced |
| Horizon Bancorp Inc | 18 | $16.0K | 0.01% | −37−67.3% | Reduced |
| Osterweis Capital Management Inc | 20 | $18.2K | 0.00% | 00.0% | Unchanged |
| RVW Wealth, LLC | 21 | $19.1K | 0.00% | +21 | New |
| Armstrong Advisory Group, Inc | 22 | $20.0K | 0.00% | +6+37.5% | Added |
| Cornerstone Planning Group LLC | 23 | $20.9K | 0.01% | −3−11.5% | Reduced |
| Glen Eagle Advisors, LLC | 23 | $20.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $21.8K | 0.00% | −5−17.2% | Reduced |
| RFP Financial Group LLC | 24 | $21.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 23 | $22.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $22.7K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 26 | $23.6K | 0.01% | +26 | New |
| Tradition Wealth Management, LLC | 28 | $25.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 28 | $25.4K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 28 | $25.4K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 28 | $25.4K | 0.01% | +8+40.0% | Added |
| Steward Financial Group LLC | 29 | $26.0K | 0.01% | +17+141.7% | Added |
| Atticus Wealth Management, LLC | 30 | $27.3K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 30 | $27.3K | 0.01% | +14+87.5% | Added |
| Financial Connections Group, Inc. | 33 | $29.0K | 0.04% | 00.0% | Unchanged |