| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 0 | $104 | 0.00% | 0 | New |
| Freestone Grove Partners LP | 1 | $138 | 0.00% | −106,033−100.0% | Reduced |
| Game Plan Financial Advisors, LLC | 1 | $138 | 0.00% | +1 | New |
| Silver Grove Financial Group, Inc. | 1 | $138 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $139 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $139 | 0.00% | +1 | New |
| Acumen Wealth Advisors, LLC | 1 | $139 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $276 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2 | $276 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $276 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 2 | $276 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2 | $276 | 0.00% | +2 | New |
| Planning Strategies Inc. | 2 | $276 | 0.00% | +2 | New |
| DHJJ Financial Advisors, Ltd. | 2 | $277 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $277 | 0.00% | +2 | New |
| NorthAvenue LLC | 2 | $277 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $361 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 3 | $414 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3 | $414 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $415 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $553 | 0.00% | −10−71.4% | Reduced |
| Quaker Wealth Management, LLC | 4 | $553 | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 4 | $553 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $553 | 0.00% | +1+33.3% | Added |
| Abound Wealth Management | 5 | $691 | 0.00% | −5−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $691 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $691 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $691 | 0.00% | +5 | New |
| Buck Wealth Strategies, LLC | 5 | $691 | 0.00% | +5 | New |
| ORG Wealth Partners, LLC | 6 | $828 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $829 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 7 | $967 | 0.04% | −4−36.4% | Reduced |
| Bruce G. Allen Investments, LLC | 7 | $967 | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 7 | $967 | 0.00% | +7 | New |
| TFC Financial Management | 8 | $1.11K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 9 | $1.24K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 9 | $1.24K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.38K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $1.38K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $1.38K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $1.38K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 11 | $1.52K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 11 | $1.52K | 0.00% | −74−87.1% | Reduced |
| Proathlete Wealth Management LLC | 12 | $1.66K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $1.66K | 0.00% | +4+50.0% | Added |
| Bessemer Group Inc | 17 | $2.00K | 0.00% | −1−5.6% | Reduced |
| DB Fitzpatrick & Co, Inc | 15 | $2.07K | 0.00% | −12−44.4% | Reduced |
| Bare Financial Services, Inc | 16 | $2.21K | 0.00% | −3−15.8% | Reduced |
| Signature Equity Partners, LLC | 16 | $2.21K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 16 | $2.21K | 0.00% | +4+33.3% | Added |
| Hoey Investments, Inc | 16 | $2.21K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 17 | $2.35K | 0.00% | +4+30.8% | Added |
| Marquette Asset Management, LLC | 17 | $2.35K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 17 | $2.35K | 0.00% | +4+30.8% | Added |
| Manning & Napier Advisors LLC | 19 | $2.59K | 0.00% | +19 | New |
| TD Private Client Wealth LLC | 19 | $2.63K | 0.00% | +19 | New |
| Anchor Investment Management, LLC | 19 | $2.63K | 0.00% | +19 | New |
| 1620 Investment Advisors, Inc. | 20 | $2.76K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 20 | $2.76K | 0.00% | +20 | New |
| Torren Management, LLC | 21 | $2.90K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 21 | $3.05K | 0.00% | +21 | New |
| Dogwood Wealth Management LLC | 24 | $3.31K | 0.00% | −26−52.0% | Reduced |
| UMA Financial Services, Inc. | 24 | $3.32K | 0.00% | +7+41.2% | Added |
| American Capital Advisory, LLC | 24 | $3.32K | 0.00% | +20+500.0% | Added |
| Action Point Financial Planning, LLC | 25 | $3.45K | 0.00% | +25 | New |
| PFS Partners, LLC | 25 | $3.45K | 0.00% | −14−35.9% | Reduced |
| Allianz SE | 25 | $3.45K | 0.00% | +25 | New |
| National Bank of Canada | 26 | $3.58K | 0.00% | −232−89.9% | Reduced |
| Heritage Wealth Advisors | 27 | $3.73K | 0.00% | −1,000−97.4% | Reduced |
| NBH Bank | 27 | $3.73K | 0.00% | +27 | New |
| Persistent Asset Partners Ltd | 28 | $3.87K | 0.00% | +28 | New |
| Strategic Wealth Partners, Ltd. | 30 | $4.14K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 30 | $4.14K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 30 | $4.14K | 0.00% | +30 | New |
| Retirement Wealth Solutions LLC | 30 | $4.14K | 0.00% | +1+3.4% | Added |
| Copia Wealth Management | 31 | $4.28K | 0.00% | −11−26.2% | Reduced |
| RMG Wealth Management LLC | 30 | $4.55K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33 | $4.56K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 33 | $4.56K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 33 | $4.56K | 0.00% | +11+50.0% | Added |
| Southern Michigan Bank & Trust | 35 | $4.83K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 35 | $4.83K | 0.00% | +11+45.8% | Added |
| Capital Analysts, LLC | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 37 | $5.11K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 38 | $5.25K | 0.00% | −134−77.9% | Reduced |
| Islay Capital Management, LLC | 40 | $5.53K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 46 | $6.35K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 46 | $6.35K | 0.00% | +46 | New |
| Rakuten Securities, Inc. | 48 | $6.63K | 0.00% | −44−47.8% | Reduced |
| Ronald Blue Trust, Inc. | 50 | $6.91K | 0.00% | −230−82.1% | Reduced |
| Kilter Group LLC | 50 | $6.91K | 0.00% | +45+900.0% | Added |
| Ameriflex Group, Inc. | 52 | $7.18K | 0.00% | +52 | New |
| MTM Investment Management, LLC | 55 | $7.60K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 55 | $8.00K | 0.00% | −100−64.5% | Reduced |
| CVA Family Office, LLC | 60 | $8.29K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 62 | $8.53K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 63 | $8.70K | 0.00% | +63 | New |
| Gen-Wealth Partners Inc | 65 | $8.98K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 66 | $9.12K | 0.00% | +28+73.7% | Added |