| Raleigh Capital Management Inc. | 0 | $7 | 0.00% | 0 | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $117 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1 | $117 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 2 | $233 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $233 | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 3 | $347 | 0.00% | −3,674−99.9% | Reduced |
| Horizon Investments, LLC | 3 | $349 | 0.00% | −1−25.0% | Reduced |
| American Capital Advisory, LLC | 3 | $350 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $466 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $518 | 0.00% | +2+100.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 6 | $661 | 0.00% | +6 | New |
| Quaker Wealth Management, LLC | 6 | $699 | 0.00% | +2+50.0% | Added |
| Dunhill Financial, LLC | 6 | $715 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 7 | $815 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 7 | $815 | 0.00% | +3+75.0% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $816 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 8 | $934 | 0.00% | +8 | New |
| Spire Wealth Management | 9 | $1.06K | 0.00% | +2+28.6% | Added |
| Planning Strategies Inc. | 10 | $1.17K | 0.00% | +10 | New |
| Fortitude Family Office, LLC | 12 | $1.40K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 12 | $1.40K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $1.40K | 0.00% | +1+9.1% | Added |
| Principia Wealth Advisory, LLC | 12 | $1.40K | 0.00% | +3+33.3% | Added |
| UMA Financial Services, Inc. | 12 | $1.40K | 0.00% | −4−25.0% | Reduced |
| Citizens National Bank Trust Department | 15 | $1.75K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $1.75K | 0.00% | +10+200.0% | Added |
| SHP Wealth Management | 16 | $1.86K | 0.00% | +16 | New |
| N.E.W. Advisory Services LLC | 17 | $1.98K | 0.00% | +17 | New |
| Ameritas Advisory Services, LLC | 17 | $1.98K | 0.00% | +17 | New |
| Wilkerson Advisory Group LLC | 18 | $2.10K | 0.00% | −18−50.0% | Reduced |
| CVA Family Office, LLC | 18 | $2.10K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 18 | $2.10K | 0.00% | +3+20.0% | Added |
| Johnson Financial Group, Inc. | 19 | $2.21K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 23 | $2.68K | 0.00% | +5+27.8% | Added |
| Medallion Wealth Advisors, LLC | 27 | $3.14K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $3.14K | 0.00% | +9+50.0% | Added |
| Country Trust Bank | 28 | $3.26K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 29 | $3.31K | 0.00% | +29 | New |
| Cedar Mountain Advisors, LLC | 31 | $3.61K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 32 | $3.73K | 0.00% | +32 | New |
| Beaird Harris Wealth Management, LLC | 32 | $3.73K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 33 | $3.84K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $3.84K | 0.00% | +32+3,200.0% | Added |
| High Note Wealth, LLC | 34 | $3.96K | 0.00% | +33+3,300.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 34 | $3.96K | 0.00% | +34 | New |
| ZRC Wealth Management, LLC | 34 | $3.96K | 0.00% | +34 | New |
| Boreal Capital Management LLC | 35 | $4.08K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 35 | $4.08K | 0.00% | +14+66.7% | Added |
| SBI Securities Co., Ltd. | 35 | $4.08K | 0.00% | +34+3,400.0% | Added |
| Tacita Capital Inc | 36 | $4.18K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 36 | $4.19K | 0.00% | +5+16.1% | Added |
| Action Point Financial Planning, LLC | 41 | $4.42K | 0.00% | +41 | New |
| Synergy Investment Management, LLC | 40 | $4.61K | 0.00% | +40 | New |
| Private Wealth Management Group, LLC | 41 | $4.78K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 42 | $4.89K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 45 | $5.24K | 0.00% | +17+60.7% | Added |
| Avion Wealth | 59 | $6.00K | 0.00% | +14+31.1% | Added |
| Raelipskie Partnership | 52 | $6.04K | 0.00% | +52 | New |
| Oakworth Capital, Inc. | 52 | $6.05K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 53 | $6.17K | 0.00% | +53 | New |
| Atlantic Trust, LLC | 56 | $6.52K | 0.00% | +56 | New |
| True Wealth Design, LLC | 57 | $6.64K | 0.00% | +11+23.9% | Added |
| Marquette Asset Management, LLC | 58 | $6.75K | 0.00% | −5−7.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 60 | $6.99K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 61 | $7.10K | 0.00% | −8−11.6% | Reduced |
| Cromwell Holdings LLC | 62 | $7.22K | 0.00% | +36+138.5% | Added |
| Wolff Wiese Magana LLC | 66 | $7.69K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 66 | $7.69K | 0.00% | +31+88.6% | Added |
| JNBA Financial Advisors | 70 | $8.15K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 72 | $8.38K | 0.00% | +13+22.0% | Added |
| Frazier Financial Advisors, LLC | 77 | $8.97K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 75 | $9.00K | 0.00% | +21+38.9% | Added |
| Salomon & Ludwin, LLC | 80 | $9.04K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 80 | $9.32K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 81 | $9.43K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 89 | $10.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 89 | $10.4K | 0.00% | +12+15.6% | Added |
| Continuum Advisory, LLC | 93 | $10.8K | 0.00% | +93 | New |
| JFS Wealth Advisors, LLC | 99 | $11.5K | 0.00% | +3+3.1% | Added |
| Rothschild Investment LLC | 100 | $11.6K | 0.00% | +55+122.2% | Added |
| HHM Wealth Advisors, LLC | 100 | $11.6K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 100 | $11.6K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 101 | $11.8K | 0.00% | +3+3.1% | Added |
| Concord Wealth Partners | 101 | $11.8K | 0.00% | +101 | New |
| Fairman Group, LLC | 103 | $12.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 103 | $12.0K | 0.00% | +13+14.4% | Added |
| Cornerstone Financial Management LLC | 103 | $12.0K | 0.01% | +46+80.7% | Added |
| Owl Creek Wealth Partners LLC | 105 | $12.2K | 0.00% | +10+10.5% | Added |
| Valued Wealth Advisors LLC | 108 | $12.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 110 | $12.8K | 0.00% | +17+18.3% | Added |
| Larson Financial Group LLC | 111 | $12.9K | 0.00% | +48+76.2% | Added |
| Private Wealth Asset Management, LLC | 112 | $13.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 114 | $13.3K | 0.00% | −3−2.6% | Reduced |
| Whipplewood Advisors, LLC | 122 | $14.2K | 0.01% | −78−39.0% | Reduced |
| Cornerstone Planning Group LLC | 139 | $15.4K | 0.00% | +4+3.0% | Added |
| Birchwood Financial Partners, Inc. | 138 | $16.1K | 0.01% | −1−0.7% | Reduced |
| Kerr Financial Planning Corp | 147 | $17.1K | 0.02% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 160 | $18.6K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 161 | $18.7K | 0.00% | +62+62.6% | Added |
| LRI Investments, LLC | 163 | $19.0K | 0.00% | +6+3.8% | Added |