| Ogorek Anthony Joseph | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 1 | $195 | 0.00% | −7−87.5% | Reduced |
| Retirement Wealth Solutions LLC | 1 | $195 | 0.00% | −2−66.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 1 | $195 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $195 | 0.00% | +1 | New |
| Trifecta Capital Advisors, LLC | 1 | $195 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $195 | 0.00% | +1 | New |
| Compass Financial Management LLC | 1 | $195 | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 2 | $390 | 0.00% | −18−90.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 2 | $390 | 0.00% | −2−50.0% | Reduced |
| Quaker Wealth Management, LLC | 2 | $390 | 0.00% | −1−33.3% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $390 | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $390 | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 2 | $390 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $390 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $403 | 0.00% | −1−33.3% | Reduced |
| Bruce G. Allen Investments, LLC | 3 | $585 | 0.00% | −35−92.1% | Reduced |
| Abound Wealth Management | 3 | $585 | 0.00% | −13−81.3% | Reduced |
| Westfuller Advisors, LLC | 3 | $585 | 0.00% | −7−70.0% | Reduced |
| United Community Bank | 3 | $585 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $585 | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 4 | $780 | 0.00% | −39−90.7% | Reduced |
| WestEnd Advisors, LLC | 4 | $780 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 4 | $780 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $780 | 0.00% | +1+33.3% | Added |
| Phillip James Consulting Co. | 4 | $780 | 0.00% | +4 | New |
| Triumph Capital Management | 5 | $974 | 0.00% | −7−58.3% | Reduced |
| Hughes Financial Services, LLC | 5 | $974 | 0.00% | −5−50.0% | Reduced |
| Addison Advisors LLC | 5 | $975 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 5 | $988 | 0.00% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 5 | $1.07K | 0.00% | +5 | New |
| Caitlin John, LLC | 6 | $1.17K | 0.00% | −9−60.0% | Reduced |
| Wilkerson Advisory Group LLC | 6 | $1.17K | 0.00% | −5−45.5% | Reduced |
| Davis Capital Management | 6 | $1.17K | 0.00% | +6 | New |
| Signature Resources Capital Management, LLC | 7 | $1.36K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $1.36K | 0.00% | +1+16.7% | Added |
| HFM Investment Advisors, LLC | 7 | $1.36K | 0.00% | +3+75.0% | Added |
| Marquette Asset Management, LLC | 7 | $1.36K | 0.00% | +7 | New |
| Whittier Trust Co of Nevada Inc | 7 | $1.54K | 0.00% | −6−46.2% | Reduced |
| Burk Holdings LLC | 8 | $1.56K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $1.56K | 0.00% | +2+33.3% | Added |
| American Capital Advisory, LLC | 8 | $1.56K | 0.00% | +3+60.0% | Added |
| BOK Financial Private Wealth, Inc. | 9 | $1.75K | 0.00% | −118−92.9% | Reduced |
| Armstrong Advisory Group, Inc | 9 | $1.75K | 0.00% | −18−66.7% | Reduced |
| South State Corp. | 9 | $1.75K | 0.00% | −9−50.0% | Reduced |
| Bryn Mawr Trust Co | 9 | $1.75K | 0.00% | +1+12.5% | Added |
| Nemes Rush Group LLC | 10 | $1.95K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $1.95K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 10 | $1.95K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 10 | $1.95K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $1.95K | 0.00% | +4+66.7% | Added |
| Plante Moran Financial Advisors, LLC | 10 | $1.95K | 0.00% | +10 | New |
| Cape Investment Advisory, Inc. | 10 | $1.95K | 0.00% | +10 | New |
| Creative Capital Management Investments LLC | 10 | $1.95K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $1.98K | 0.00% | −1−9.1% | Reduced |
| Penserra Capital Management LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 11 | $2.14K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 11 | $2.14K | 0.00% | +9+450.0% | Added |
| Johnson Financial Group, Inc. | 12 | $2.34K | 0.00% | −19−61.3% | Reduced |
| AdvisorNet Financial, Inc | 12 | $2.34K | 0.00% | −6−33.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $2.34K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 12 | $2.34K | 0.00% | +12 | New |
| Raleigh Capital Management Inc. | 13 | $2.53K | 0.00% | −32−71.1% | Reduced |
| Rossby Financial, LCC | 13 | $2.53K | 0.00% | −6−31.6% | Reduced |
| West Paces Advisors Inc. | 13 | $2.53K | 0.00% | +13 | New |
| Planning Strategies Inc. | 13 | $2.53K | 0.00% | +13 | New |
| Private Wealth Asset Management, LLC | 14 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 15 | $2.92K | 0.00% | +15 | New |
| SHP Wealth Management | 15 | $2.92K | 0.00% | −17−53.1% | Reduced |
| ZRC Wealth Management, LLC | 16 | $3.12K | 0.00% | +7+77.8% | Added |
| Bay Harbor Wealth Management, LLC | 17 | $3.31K | 0.00% | −14−45.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17 | $3.31K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $3.31K | 0.00% | +5+41.7% | Added |
| Geneos Wealth Management Inc. | 17 | $3.31K | 0.00% | +13+325.0% | Added |
| McGuire Capital Advisors Inc | 18 | $3.51K | 0.00% | −75−80.6% | Reduced |
| Dogwood Wealth Management LLC | 18 | $3.51K | 0.00% | −3−14.3% | Reduced |
| First Horizon Corp | 18 | $3.51K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $3.51K | 0.00% | +4+28.6% | Added |
| Signature Equity Partners, LLC | 19 | $3.75K | 0.00% | −1−5.0% | Reduced |
| Activest Wealth Management | 20 | $3.90K | 0.00% | −17−45.9% | Reduced |
| Kilter Group LLC | 20 | $3.90K | 0.00% | −5−20.0% | Reduced |
| Raffa Wealth Management, LLC | 20 | $3.90K | 0.00% | +6+42.9% | Added |
| Transamerica Financial Advisors, Inc. | 21 | $4.09K | 0.00% | −132−86.3% | Reduced |
| Accent Capital Management, LLC | 21 | $4.09K | 0.00% | +5+31.3% | Added |
| MidFirst Bank | 22 | $4.29K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 22 | $4.29K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 24 | $4.68K | 0.00% | +24 | New |
| High Note Wealth, LLC | 25 | $4.87K | 0.00% | +23+1,150.0% | Added |
| Purpose Unlimited Inc. | 25 | $4.95K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 27 | $5.26K | 0.00% | +6+28.6% | Added |
| Natixis | 28 | $5.46K | 0.00% | −112,150−100.0% | Reduced |
| UMA Financial Services, Inc. | 28 | $5.46K | 0.00% | +3+12.0% | Added |
| Crewe Advisors LLC | 28 | $5.46K | 0.00% | +9+47.4% | Added |
| Highline Wealth Partners LLC | 28 | $5.46K | 0.00% | +20+250.0% | Added |
| Rakuten Securities, Inc. | 31 | $6.04K | 0.00% | +30+3,000.0% | Added |
| City Holding Co | 32 | $6.24K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 32 | $6.24K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 33 | $6.48K | 0.00% | 00.0% | Unchanged |