| VitalStone Financial, LLC | 35 | $0 | 0.00% | −1−2.8% | Reduced |
| Pin Oak Investment Advisors Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 27 | $78 | 0.00% | +27 | New |
| True Wealth Design, LLC | 5 | $137 | 0.00% | +2+66.7% | Added |
| Truvestments Capital LLC | 6 | $164 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 7 | $192 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 8 | $219 | 0.00% | +8 | New |
| Coastal Capital Group, Inc. | 9 | $246 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $247 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $273 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $273 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 10 | $273 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 10 | $273 | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 10 | $274 | 0.00% | +10 | New |
| Financial Freedom, LLC | 11 | $314 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 12 | $328 | 0.00% | +12 | New |
| Concord Wealth Partners | 14 | $383 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $437 | 0.00% | +2+14.3% | Added |
| Delos Wealth Advisors, LLC | 20 | $547 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 20 | $547 | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 21 | $574 | 0.00% | −687−97.0% | Reduced |
| Montag A & Associates Inc | 21 | $575 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 22 | $602 | 0.00% | +22 | New |
| Wolff Wiese Magana LLC | 24 | $657 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 25 | $684 | 0.00% | +25 | New |
| Gradient Investments LLC | 27 | $738 | 0.00% | +27 | New |
| Missouri Trust & Investment Co | 35 | $957 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 35 | $957 | 0.00% | +35 | New |
| Asset Dedication, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 39 | $1.00K | 0.00% | −3−7.1% | Reduced |
| Kelly Financial Services LLC | 37 | $1.01K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 37 | $1.01K | 0.00% | +37 | New |
| CGC Financial Services, LLC | 38 | $1.04K | 0.00% | +38 | New |
| Clearview Wealth Advisors LLC | 40 | $1.09K | 0.00% | −60−60.0% | Reduced |
| Adirondack Retirement Specialists, Inc. | 40 | $1.09K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 45 | $1.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $1.31K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 50 | $1.37K | 0.00% | −50−50.0% | Reduced |
| Hexagon Capital Partners LLC | 50 | $1.37K | 0.00% | −26−34.2% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $1.37K | 0.00% | −10−16.7% | Reduced |
| Prestige Wealth Management Group LLC | 50 | $1.37K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 50 | $1.37K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 50 | $1.37K | 0.00% | +50 | New |
| Assetmark, Inc | 52 | $1.42K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 62 | $1.70K | 0.00% | −11−15.1% | Reduced |
| Versant Capital Management, Inc | 66 | $1.80K | 0.00% | −6−8.3% | Reduced |
| GHP Investment Advisors, Inc. | 75 | $1.93K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 58 | $2.00K | 0.00% | −141−70.9% | Reduced |
| PayPay Securities Corp | 79 | $2.16K | 0.13% | −1−1.3% | Reduced |
| Richard W. Paul & Associates, LLC | 80 | $2.19K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 80 | $2.19K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 82 | $2.24K | 0.00% | +49+148.5% | Added |
| ORG Partners LLC | 85 | $2.31K | 0.00% | +85 | New |
| Motco | 87 | $2.38K | 0.00% | +87 | New |
| Massmutual Trust Co FSB | 92 | $2.52K | 0.00% | +17+22.7% | Added |
| JFS Wealth Advisors, LLC | 92 | $2.52K | 0.00% | −1−1.1% | Reduced |
| Piershale Financial Group, Inc. | 95 | $2.60K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 100 | $2.73K | 0.00% | −411−80.4% | Reduced |
| NVWM, LLC | 100 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $2.73K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $2.73K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 100 | $2.73K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 100 | $2.73K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 100 | $2.73K | 0.00% | +100 | New |
| Farther Finance Advisors, LLC | 106 | $2.90K | 0.00% | −221−67.6% | Reduced |
| Loomis Sayles & Co L P | 123 | $3.00K | 0.00% | +123 | New |
| Lee Financial Co | 113 | $3.09K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 115 | $3.14K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 115 | $3.14K | 0.00% | +115 | New |
| Anchor Investment Management, LLC | 119 | $3.25K | 0.00% | −1,298−91.6% | Reduced |
| WealthPLAN Partners, LLC | 124 | $3.39K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 126 | $3.44K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 130 | $3.55K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 140 | $3.83K | 0.00% | −2,003−93.5% | Reduced |
| Colonial Trust Co | 142 | $3.92K | 0.00% | +142 | New |
| Your Advocates Ltd., LLP | 150 | $4.10K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 150 | $4.10K | 0.00% | +150 | New |
| Cape Investment Advisory, Inc. | 160 | $4.37K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 159 | $4.55K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 190 | $5.20K | 0.00% | +190 | New |
| Huntington National Bank | 191 | $5.22K | 0.00% | −128−40.1% | Reduced |
| Tucker Asset Management LLC | 192 | $5.25K | 0.00% | −55−22.3% | Reduced |
| WFA of San Diego, LLC | 200 | $5.47K | 0.01% | +200 | New |
| Brown Brothers Harriman & Co | 205 | $5.61K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 207 | $5.66K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 208 | $5.69K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 213 | $5.82K | 0.00% | +32+17.7% | Added |
| JJJ Advisors Inc. | 215 | $5.88K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 217 | $5.93K | 0.00% | −69−24.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 232 | $6.00K | 0.00% | −97−29.5% | Reduced |
| Earnest Partners LLC | 221 | $6.04K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 222 | $6.07K | 0.00% | +10+4.7% | Added |
| Sandy Spring Bank | 223 | $6.10K | 0.00% | −220−49.7% | Reduced |
| Baldwin Brothers Inc | 250 | $6.83K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 250 | $6.83K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 250 | $6.83K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 253 | $6.92K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 97 | $6.95K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 256 | $7.00K | 0.00% | +9+3.6% | Added |