| Ogorek Anthony Joseph | 6 | $0 | 0.00% | +6 | New |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Main Street Group, LTD | 0 | $2 | 0.00% | 0 | New |
| Plante Moran Financial Advisors, LLC | 1 | $165 | 0.00% | +1 | New |
| SHP Wealth Management | 1 | $165 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $165 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $165 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 2 | $330 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $330 | 0.00% | +2 | New |
| Tounjian Advisory Partners, LLC | 2 | $330 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $389 | 0.00% | +2 | New |
| USA Financial Formulas | 3 | $494 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 4 | $630 | 0.00% | +4 | New |
| Financial Consulate, Inc | 4 | $659 | 0.00% | −5−55.6% | Reduced |
| CoreCap Advisors, LLC | 4 | $659 | 0.00% | −1−20.0% | Reduced |
| 1015 Capital Partners, LLC | 4 | $659 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $824 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $824 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 5 | $824 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $989 | 0.00% | +2+50.0% | Added |
| Barnes Dennig Private Wealth Management LLC | 6 | $989 | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 7 | $1.15K | 0.00% | +1+16.7% | Added |
| Raffa Wealth Management, LLC | 7 | $1.15K | 0.00% | +7 | New |
| Beaird Harris Wealth Management, LLC | 7 | $1.15K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 9 | $1.48K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $1.48K | 0.00% | +1+12.5% | Added |
| Financial Network Wealth Advisors LLC | 9 | $1.48K | 0.00% | +3+50.0% | Added |
| LRI Investments, LLC | 9 | $1.48K | 0.00% | +9 | New |
| Financial Management Professionals, Inc. | 10 | $1.65K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $1.65K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 10 | $1.65K | 0.00% | +10 | New |
| HighMark Wealth Management LLC | 10 | $1.66K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 10 | $1.66K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 11 | $1.81K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 11 | $1.81K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 11 | $1.81K | 0.00% | +11 | New |
| Kilter Group LLC | 11 | $1.81K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $1.93K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 12 | $1.98K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 13 | $2.15K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 13 | $2.15K | 0.00% | +3+30.0% | Added |
| International Assets Investment Management, LLC | 14 | $2.20K | 0.00% | −40−74.1% | Reduced |
| WealthCollab, LLC | 14 | $2.31K | 0.00% | +5+55.6% | Added |
| IAG Wealth Partners, LLC | 15 | $2.46K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 15 | $2.47K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 17 | $2.80K | 0.00% | +9+112.5% | Added |
| Lloyd Advisory Services, LLC. | 17 | $2.80K | 0.00% | +17 | New |
| Manning & Napier Advisors LLC | 17 | $2.80K | 0.00% | +17 | New |
| Richard W. Paul & Associates, LLC | 18 | $2.97K | 0.00% | +18 | New |
| William B. Walkup & Associates, Inc. | 19 | $3.13K | 0.00% | +19 | New |
| Three Bearings Fiduciary Advisors, Inc. | 19 | $3.13K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 20 | $3.29K | 0.00% | +1+5.3% | Added |
| Sachetta, LLC | 21 | $3.46K | 0.00% | −21−50.0% | Reduced |
| Valued Wealth Advisors LLC | 21 | $3.47K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 24 | $3.58K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 22 | $3.63K | 0.00% | +22 | New |
| Darwin Advisors, LLC | 22 | $3.69K | 0.00% | +1+4.8% | Added |
| Bell Investment Advisors, Inc | 27 | $4.45K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 27 | $4.46K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 29 | $4.78K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 29 | $4.78K | 0.00% | +29 | New |
| REAP Financial Group, LLC | 31 | $5.04K | 0.00% | +1+3.3% | Added |
| Cromwell Holdings LLC | 31 | $5.11K | 0.00% | +15+93.8% | Added |
| Creative Capital Management Investments LLC | 31 | $5.11K | 0.00% | +31 | New |
| Transamerica Financial Advisors, Inc. | 35 | $5.77K | 0.00% | −3−7.9% | Reduced |
| Crews Bank & Trust | 35 | $5.77K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 36 | $5.94K | 0.00% | +36 | Added |
| Hazlett, Burt & Watson, Inc. | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 37 | $6.10K | 0.00% | +1+2.8% | Added |
| Bay Harbor Wealth Management, LLC | 37 | $6.10K | 0.00% | +16+76.2% | Added |
| Retirement Wealth Solutions LLC | 38 | $6.26K | 0.00% | −5−11.6% | Reduced |
| Bruce G. Allen Investments, LLC | 38 | $6.26K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 39 | $6.38K | 0.00% | +4+11.4% | Added |
| Atlantic Trust, LLC | 39 | $6.43K | 0.00% | −22−36.1% | Reduced |
| ZRC Wealth Management, LLC | 40 | $6.59K | 0.00% | +17+73.9% | Added |
| Rialto Wealth Management, LLC | 43 | $7.08K | 0.00% | +16+59.3% | Added |
| Keating Financial Advisory Services, Inc. | 44 | $7.25K | 0.00% | −3−6.4% | Reduced |
| IMA Wealth, Inc. | 44 | $7.25K | 0.00% | +16+57.1% | Added |
| Anchor Investment Management, LLC | 45 | $7.47K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 46 | $7.58K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 48 | $7.91K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 48 | $7.91K | 0.00% | +17+54.8% | Added |
| Capital Analysts, LLC | 54 | $8.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 50 | $8.00K | 0.00% | +4+8.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 50 | $8.24K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 52 | $8.57K | 0.00% | +4+8.3% | Added |
| Hughes Financial Services, LLC | 53 | $8.73K | 0.00% | +3+6.0% | Added |
| LGT Financial Advisors LLC | 55 | $9.00K | 0.05% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 57 | $9.39K | 0.00% | +57 | New |
| Brown Brothers Harriman & Co | 62 | $10.2K | 0.00% | −3,320−98.2% | Reduced |
| Dogwood Wealth Management LLC | 63 | $10.4K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 64 | $10.5K | 0.00% | +60+1,500.0% | Added |
| Cedar Mountain Advisors, LLC | 67 | $11.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 70 | $11.5K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 70 | $11.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 71 | $11.7K | 0.00% | +3+4.4% | Added |
| HHM Wealth Advisors, LLC | 75 | $12.4K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 80 | $13.2K | 0.00% | +80 | New |
| Huntington National Bank | 81 | $13.3K | 0.00% | +35+76.1% | Added |