| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 0 | $20 | 0.00% | 0 | New |
| Stone House Investment Management, LLC | 1 | $255 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $255 | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1 | $255 | 0.00% | +1 | New |
| Gordian Capital Singapore Pte Ltd | 1 | $255 | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 1 | $255 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $262 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $384 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 2 | $412 | 0.00% | +2 | New |
| Cassaday & Co Wealth Management LLC | 2 | $509 | 0.00% | −85−97.7% | Reduced |
| Investors Research Corp | 2 | $509 | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 2 | $509 | 0.00% | 00.0% | Unchanged |
| Spear Advisors LLC | 2 | $509 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 2 | $509 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $509 | 0.00% | +1+100.0% | Added |
| McDonald Partners LLC | 2 | $509 | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 2 | $509 | 0.00% | +2 | New |
| Aberdeen Wealth Management LLC | 2 | $509 | 0.00% | +2 | New |
| Barnes Dennig Private Wealth Management LLC | 2 | $509 | 0.00% | +2 | New |
| Downshift Financial, LLC | 2 | $509 | 0.00% | +2 | New |
| Phillip James Consulting Co. | 3 | $764 | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 3 | $764 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $764 | 0.00% | +3 | New |
| Colonial Trust Co | 3 | $872 | 0.00% | −5−62.5% | Reduced |
| Delta Asset Management LLC | 4 | $1.02K | 0.00% | −90−95.7% | Reduced |
| PayPay Securities Corp | 4 | $1.02K | 0.04% | −2−33.3% | Reduced |
| 1015 Capital Partners, LLC | 4 | $1.02K | 0.00% | −1−20.0% | Reduced |
| Napier Financial, LLC | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 5 | $1.27K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5 | $1.27K | 0.00% | −2,605−99.8% | Reduced |
| Kilter Group LLC | 5 | $1.27K | 0.00% | −3−37.5% | Reduced |
| Entrust Financial LLC | 5 | $1.27K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 5 | $1.27K | 0.00% | +5 | New |
| Caldwell Sutter Capital, Inc. | 6 | $1.53K | 0.00% | 00.0% | Unchanged |
| Trust Co | 6 | $1.53K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 6 | $1.53K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $1.53K | 0.00% | +3+100.0% | Added |
| Beaird Harris Wealth Management, LLC | 6 | $1.53K | 0.00% | +6 | New |
| Winch Advisory Services, LLC | 7 | $1.78K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 7 | $1.78K | 0.00% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 7 | $1.78K | 0.00% | +7 | New |
| Ogorek Anthony Joseph | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Golden State Wealth Management, LLC | 8 | $2.04K | 0.00% | −77−90.6% | Reduced |
| Ameritas Investment Partners, Inc. | 8 | $2.04K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 8 | $2.04K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 8 | $2.04K | 0.00% | +3+60.0% | Added |
| Financial Network Wealth Advisors LLC | 8 | $2.04K | 0.00% | +4+100.0% | Added |
| Vanguard Advisers Inc | 8 | $2.04K | 0.00% | +8 | New |
| Game Plan Financial Advisors, LLC | 8 | $2.04K | 0.00% | +8 | New |
| Whipplewood Advisors, LLC | 9 | $2.29K | 0.00% | −256−96.6% | Reduced |
| Quaker Wealth Management, LLC | 9 | $2.29K | 0.00% | −1−10.0% | Reduced |
| Davis Capital Management | 9 | $2.29K | 0.00% | +5+125.0% | Added |
| Anchor Bay Capital, Inc. | 7 | $2.34K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $2.54K | 0.00% | −1−9.1% | Reduced |
| Center for Financial Planning, Inc. | 10 | $2.54K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 10 | $2.54K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.54K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 10 | $2.54K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $2.80K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 11 | $3.00K | 0.00% | +11 | New |
| Manning & Napier Advisors LLC | 13 | $3.27K | 0.00% | +13 | New |
| NorthAvenue LLC | 13 | $3.31K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 13 | $3.31K | 0.00% | +1+8.3% | Added |
| Lodestone Wealth Management LLC | 14 | $3.56K | 0.00% | −1,010−98.6% | Reduced |
| Ares Financial Consulting, LLC | 15 | $3.82K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 15 | $3.82K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $3.82K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 15 | $3.82K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 15 | $3.82K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 22 | $4.00K | 0.00% | +3+15.8% | Added |
| Valley National Advisers Inc | 16 | $4.07K | 0.00% | −1−5.9% | Reduced |
| Strive Financial Group ,LLC | 16 | $4.07K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 17 | $4.33K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 17 | $4.33K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 18 | $4.58K | 0.00% | −35−66.0% | Reduced |
| Signature Resources Capital Management, LLC | 18 | $4.58K | 0.00% | +6+50.0% | Added |
| Frazier Financial Advisors, LLC | 19 | $4.84K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 19 | $4.84K | 0.00% | +19 | New |
| Caitlin John, LLC | 20 | $5.09K | 0.00% | −55−73.3% | Reduced |
| PFS Partners, LLC | 20 | $5.09K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $5.09K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 20 | $5.09K | 0.00% | +20 | New |
| Prestige Wealth Management Group LLC | 21 | $5.34K | 0.00% | −25−54.3% | Reduced |
| Westfuller Advisors, LLC | 21 | $5.34K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 25 | $5.68K | 0.00% | −63,106−100.0% | Reduced |
| Cedar Mountain Advisors, LLC | 23 | $5.85K | 0.00% | −11−32.4% | Reduced |
| Albion Financial Group | 23 | $5.85K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 24 | $6.11K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 25 | $6.36K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 25 | $6.36K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 25 | $6.36K | 0.00% | +13+108.3% | Added |
| Vision Financial Markets LLC | 25 | $6.53K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 27 | $6.87K | 0.00% | −81−75.0% | Reduced |
| Hughes Financial Services, LLC | 29 | $7.38K | 0.00% | +3+11.5% | Added |
| JFS Wealth Advisors, LLC | 29 | $7.38K | 0.00% | +8+38.1% | Added |
| Vanguard National Trust Co | 30 | $7.63K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 30 | $8.00K | 0.00% | −3−9.1% | Reduced |