| Strategic Investment Solutions, Inc. | 1 | $224 | 0.00% | −50−98.0% | Reduced |
| Legacy Wealth Managment, LLC | 1 | $224 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 1 | $224 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $224 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 1 | $224 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $224 | 0.00% | +1 | New |
| Legacy Investment Solutions, LLC | 1 | $224 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $338 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 2 | $448 | 0.02% | −1−33.3% | Reduced |
| Roxbury Financial LLC | 2 | $448 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $448 | 0.00% | +2 | New |
| PEAK6 LLC | 3 | $595 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $672 | 0.00% | −17−85.0% | Reduced |
| Parkworth Wealth Management, Inc. | 4 | $895 | 0.00% | +2+100.0% | Added |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | −38−90.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 4 | $1.00K | 0.00% | +4 | New |
| Smallwood Wealth Investment Management, LLC | 5 | $1.12K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $1.12K | 0.00% | +5 | New |
| Caldwell Sutter Capital, Inc. | 6 | $1.34K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 6 | $1.34K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 6 | $1.34K | 0.00% | +3+100.0% | Added |
| Rise Advisors, LLC | 6 | $1.34K | 0.00% | +6 | New |
| Winch Advisory Services, LLC | 7 | $1.57K | 0.00% | −19−73.1% | Reduced |
| Financial Freedom, LLC | 7 | $1.57K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 7 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.57K | 0.00% | +4+133.3% | Added |
| S&T Bank | 7 | $1.57K | 0.00% | +7 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 7 | $1.57K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8 | $1.79K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $1.79K | 0.00% | +8 | New |
| Kilter Group LLC | 8 | $1.79K | 0.00% | +8 | New |
| Colonial Trust Co | 9 | $1.98K | 0.00% | +3+50.0% | Added |
| Ogorek Anthony Joseph | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 10 | $2.21K | 0.00% | +10 | New |
| Center for Financial Planning, Inc. | 10 | $2.24K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 10 | $2.24K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 10 | $2.24K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 10 | $2.24K | 0.00% | +10 | New |
| Brown Brothers Harriman & Co | 11 | $2.46K | 0.00% | +11 | New |
| Bank of Jackson Hole Trust | 12 | $2.69K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 12 | $2.69K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $2.69K | 0.00% | +5+71.4% | Added |
| Blume Capital Management, Inc. | 12 | $2.69K | 0.00% | +12 | New |
| Addison Advisors LLC | 13 | $2.91K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $3.00K | 0.00% | −100−85.5% | Reduced |
| Farmers & Merchants Investments Inc | 15 | $3.36K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 15 | $3.36K | 0.00% | +1+7.1% | Added |
| Tortoise Investment Management, LLC | 15 | $3.36K | 0.00% | +13+650.0% | Added |
| GFG Capital, LLC | 15 | $3.36K | 0.00% | +15 | New |
| JNBA Financial Advisors | 17 | $3.81K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 17 | $3.81K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 18 | $4.03K | 0.00% | −91−83.5% | Reduced |
| Cedar Mountain Advisors, LLC | 18 | $4.03K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $4.25K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 19 | $4.25K | 0.00% | +19 | New |
| Pension & Wealth Management Advisors, Inc. | 19 | $4.42K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $4.47K | 0.00% | −12−37.5% | Reduced |
| Evolution Wealth Management Inc. | 20 | $4.47K | 0.01% | +20 | New |
| PFS Partners, LLC | 20 | $4.48K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 21 | $4.70K | 0.00% | +4+23.5% | Added |
| TCTC Holdings, LLC | 22 | $4.92K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $5.15K | 0.00% | −3−11.5% | Reduced |
| IMG Wealth Management, Inc. | 24 | $5.37K | 0.00% | +24 | New |
| Bellevue Asset Management, LLC | 25 | $5.59K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 25 | $5.59K | 0.00% | +25 | New |
| Vision Financial Markets LLC | 25 | $5.59K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 26 | $5.82K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 27 | $5.83K | 0.00% | +2+8.0% | Added |
| Traub Capital Management LLC | 26 | $5.91K | 0.01% | +26 | New |
| Keener Financial Planning LLC | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 28 | $6.27K | 0.00% | −9−24.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 28 | $6.27K | 0.00% | −3−9.7% | Reduced |
| Cape Investment Advisory, Inc. | 28 | $6.27K | 0.00% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 28 | $6.27K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 28 | $6.27K | 0.00% | +28 | New |
| Hughes Financial Services, LLC | 30 | $6.32K | 0.00% | +4+15.4% | Added |
| Vermillion Wealth Management, Inc. | 30 | $6.71K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 31 | $6.94K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 31 | $6.94K | 0.00% | +8+34.8% | Added |
| Park Place Capital Corp | 33 | $7.13K | 0.00% | −13−28.3% | Reduced |
| Main Street Group, LTD | 32 | $7.16K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 32 | $7.16K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 33 | $7.38K | 0.00% | +33 | New |
| Atlantic Trust, LLC | 34 | $7.61K | 0.00% | −4−10.5% | Reduced |
| Sierra Ocean, LLC | 37 | $8.28K | 0.01% | +23+164.3% | Added |
| Bartlett & Co. Wealth Management LLC | 38 | $8.50K | 0.00% | −101−72.7% | Reduced |
| Fortitude Family Office, LLC | 39 | $8.73K | 0.00% | −11−22.0% | Reduced |
| Paladin Advisory Group, LLC | 40 | $8.95K | 0.01% | −7−14.9% | Reduced |
| Horizon Financial Services, LLC | 40 | $8.95K | 0.00% | +40 | New |
| GoalVest Advisory LLC | 42 | $9.40K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 43 | $9.62K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 45 | $10.1K | 0.00% | −10−18.2% | Reduced |
| ZRC Wealth Management, LLC | 45 | $10.1K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 45 | $10.1K | 0.00% | +22+95.7% | Added |
| Ameriflex Group, Inc. | 46 | $10.2K | 0.01% | −300−86.7% | Reduced |
| Grove Bank & Trust | 46 | $10.3K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 47 | $10.5K | 0.01% | −70−59.8% | Reduced |
| South State Corp. | 49 | $11.0K | 0.00% | +16+48.5% | Added |
| TFC Financial Management | 50 | $11.2K | 0.00% | −1−2.0% | Reduced |
| Heritage Wealth Advisors | 50 | $11.2K | 0.00% | 00.0% | Unchanged |
