| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Bayforest Capital Ltd | 1 | $213 | 0.00% | −1,335−99.9% | Reduced |
| 3 Factor Indexing, LLC | 1 | $213 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 1 | $213 | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 1 | $213 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $213 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 1 | $213 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 1 | $213 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 1 | $268 | 0.00% | +1 | New |
| Trust Co | 2 | $426 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $426 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2 | $426 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $426 | 0.00% | +2 | New |
| Compass Financial Management LLC | 2 | $426 | 0.00% | +2 | New |
| Cordant, Inc. | 3 | $549 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 3 | $639 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 3 | $639 | 0.00% | +2+200.0% | Added |
| Hickory Point Bank & Trust | 4 | $851 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 4 | $851 | 0.00% | +4 | New |
| Provenance Wealth Advisors, LLC | 4 | $851 | 0.00% | +4 | New |
| Breakwater Investment Management | 4 | $852 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Gen-Wealth Partners Inc | 5 | $1.06K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5 | $1.06K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $1.06K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5 | $1.06K | 0.00% | +1+25.0% | Added |
| Spectrum Wealth Advisory Group, LLC | 5 | $1.07K | 0.00% | +5 | New |
| PayPay Securities Corp | 6 | $1.28K | 0.05% | +1+20.0% | Added |
| Retirement Wealth Solutions LLC | 6 | $1.28K | 0.00% | −1−14.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 6 | $1.28K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 7 | $1.49K | 0.00% | +7 | New |
| Cape Investment Advisory, Inc. | 7 | $1.49K | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 8 | $1.70K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 8 | $1.70K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 9 | $1.91K | 0.00% | +5+125.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 9 | $1.98K | 0.00% | +9 | New |
| Pin Oak Investment Advisors Inc | 10 | $2.00K | 0.00% | +10 | New |
| CKW Financial Group | 8 | $2.00K | 0.00% | +8 | New |
| Conquis Financial LLC | 10 | $2.13K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $2.13K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 10 | $2.13K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 10 | $2.13K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 10 | $2.13K | 0.00% | +6+150.0% | Added |
| Mascoma Wealth Management LLC | 11 | $2.34K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 11 | $2.34K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 12 | $2.50K | 0.00% | +11+1,100.0% | Added |
| GoalVest Advisory LLC | 12 | $2.55K | 0.00% | −49−80.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 12 | $2.55K | 0.00% | −14−53.8% | Reduced |
| Credit Industriel Et Commercial | 13 | $2.77K | 0.00% | −1−7.1% | Reduced |
| Strategic Wealth Advisors LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 15 | $3.00K | 0.00% | +15 | New |
| Corsicana & Co. | 15 | $3.19K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 16 | $3.41K | 0.00% | +5+45.5% | Added |
| Gleason Group, Inc. | 16 | $3.41K | 0.00% | +16 | New |
| Financial Network Wealth Advisors LLC | 16 | $3.46K | 0.00% | −11−40.7% | Reduced |
| DT Investment Partners, LLC | 17 | $3.62K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 17 | $3.63K | 0.00% | +17 | New |
| Carolina Wealth Advisors, LLC | 18 | $3.83K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 18 | $3.83K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 18 | $3.83K | 0.00% | +3+20.0% | Added |
| Altshuler Shaham Ltd | 19 | $4.04K | 0.00% | −1−5.0% | Reduced |
| Webster Bank, N. A. | 20 | $4.26K | 0.00% | +20 | New |
| Beaird Harris Wealth Management, LLC | 21 | $4.47K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 21 | $4.47K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 21 | $4.47K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 21 | $4.48K | 0.00% | +4+23.5% | Added |
| Creative Financial Designs Inc | 22 | $4.68K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $4.68K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27 | $5.00K | 0.00% | −3,756−99.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 24 | $5.11K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 24 | $5.11K | 0.00% | +12+100.0% | Added |
| Abound Wealth Management | 24 | $5.19K | 0.00% | −37−60.7% | Reduced |
| Planning Strategies Inc. | 25 | $5.32K | 0.00% | +25 | New |
| HFM Investment Advisors, LLC | 25 | $5.32K | 0.00% | +10+66.7% | Added |
| Washington Trust Advisors, Inc. | 27 | $5.73K | 0.00% | −5−15.6% | Reduced |
| Valley National Advisers Inc | 27 | $5.75K | 0.00% | −5−15.6% | Reduced |
| Optiver Holding B.V. | 27 | $5.75K | 0.00% | +27 | New |
| Financial Perspectives, Inc | 28 | $5.89K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 29 | $6.17K | 0.00% | −3−9.4% | Reduced |
| N.E.W. Advisory Services LLC | 29 | $6.17K | 0.00% | +29 | New |
| Dunhill Financial, LLC | 29 | $6.38K | 0.00% | −3−9.4% | Reduced |
| HighMark Wealth Management LLC | 30 | $6.38K | 0.00% | −17−36.2% | Reduced |
| Atwood & Palmer Inc | 30 | $6.39K | 0.00% | +30 | New |
| SOA Wealth Advisors, LLC. | 6,720 | $6.72K | 0.00% | −4,956−42.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 32 | $6.81K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 32 | $6.81K | 0.00% | +32 | New |
| United Financial Planning Group LLC | 33 | $7.02K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 34 | $7.24K | 0.00% | −2−5.6% | Reduced |
| Principia Wealth Advisory, LLC | 34 | $7.24K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 34 | $7.24K | 0.00% | +4+13.3% | Added |
| West Paces Advisors Inc. | 34 | $7.24K | 0.00% | +34 | New |
| Signature Resources Capital Management, LLC | 35 | $7.45K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 37 | $7.88K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 37 | $7.92K | 0.00% | +37 | New |
| Coston, McIsaac & Partners | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 39 | $8.40K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 40 | $8.51K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 40 | $8.51K | 0.00% | +40 | New |
| Evolution Wealth Management Inc. | 40 | $8.51K | 0.01% | +40 | New |
| Princeton Global Asset Management LLC | 41 | $8.73K | 0.00% | 00.0% | Unchanged |