| Transamerica Financial Advisors, Inc. | 1 | $196 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 1 | $243 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $243 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $243 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $243 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $481 | 0.00% | +2 | New |
| Winch Advisory Services, LLC | 2 | $486 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 2 | $486 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 3 | $729 | 0.00% | −2−40.0% | Reduced |
| Islay Capital Management, LLC | 3 | $729 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 3 | $729 | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 3 | $729 | 0.00% | +3 | New |
| TFC Financial Management | 3 | $729 | 0.00% | +3 | New |
| West Branch Capital LLC | 4 | $939 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 4 | $971 | 0.00% | −196−98.0% | Reduced |
| NVWM, LLC | 4 | $971 | 0.00% | −1−20.0% | Reduced |
| Richardson Financial Services Inc. | 4 | $971 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 4 | $972 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $972 | 0.00% | +2+100.0% | Added |
| Stephens Consulting, LLC | 4 | $972 | 0.00% | +4 | New |
| Capital Analysts, LLC | 5 | $1.00K | 0.00% | −4−44.4% | Reduced |
| HFM Investment Advisors, LLC | 5 | $1.21K | 0.00% | +3+150.0% | Added |
| Wolff Wiese Magana LLC | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $1.22K | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $1.46K | 0.00% | +3+100.0% | Added |
| Parkworth Wealth Management, Inc. | 6 | $1.46K | 0.00% | +3+100.0% | Added |
| Grove Bank & Trust | 6 | $1.46K | 0.00% | +6 | New |
| Cape Investment Advisory, Inc. | 6 | $1.46K | 0.00% | +6 | New |
| Quaker Wealth Management, LLC | 6 | $1.46K | 0.00% | +6 | New |
| Frazier Financial Advisors, LLC | 7 | $1.70K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 7 | $1.70K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $1.94K | 0.00% | +4+100.0% | Added |
| SJS Investment Consulting Inc. | 8 | $1.94K | 0.00% | −7−46.7% | Reduced |
| Old Point Trust & Financial Services N A | 8 | $1.94K | 0.00% | +8 | New |
| Tortoise Investment Management, LLC | 8 | $1.94K | 0.00% | +8 | New |
| HM Payson & Co | 9 | $2.19K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.43K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $2.43K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 10 | $2.43K | 0.00% | +9+900.0% | Added |
| S&T Bank | 10 | $2.43K | 0.00% | +3+42.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $2.43K | 0.00% | +5+100.0% | Added |
| Garde Capital, Inc. | 10 | $2.43K | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 10 | $2.43K | 0.00% | +10 | New |
| Bradley & Co. Private Wealth Management, LLC | 10 | $2.43K | 0.00% | +10 | New |
| Montag A & Associates Inc | 10 | $2.45K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 12 | $2.91K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $2.95K | 0.00% | −4−23.5% | Reduced |
| Raffa Wealth Management, LLC | 14 | $3.40K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 14 | $3.40K | 0.00% | +12+600.0% | Added |
| Evergreen Private Wealth LLC | 14 | $3.40K | 0.00% | +14 | New |
| Bellevue Asset Management, LLC | 15 | $3.64K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $3.64K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 15 | $3.64K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $3.64K | 0.00% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 15 | $3.64K | 0.01% | +15 | New |
| Eastern Bank | 16 | $3.89K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 16 | $3.89K | 0.00% | +14+700.0% | Added |
| High Note Wealth, LLC | 16 | $3.89K | 0.00% | +16 | New |
| DT Investment Partners, LLC | 17 | $4.13K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 18 | $4.37K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 18 | $4.37K | 0.00% | +1+5.9% | Added |
| Bogart Wealth, LLC | 19 | $4.61K | 0.00% | −54−74.0% | Reduced |
| Your Advocates Ltd., LLP | 20 | $4.86K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 20 | $4.86K | 0.00% | −63−75.9% | Reduced |
| Atlas Capital Advisors LLC | 20 | $4.86K | 0.00% | +20 | New |
| Limestone Investment Advisors LP | 20 | $4.86K | 0.00% | +20 | New |
| Pin Oak Investment Advisors Inc | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 21 | $5.10K | 0.00% | +3+16.7% | Added |
| First Pacific Financial | 21 | $5.10K | 0.00% | +4+23.5% | Added |
| True Wealth Design, LLC | 21 | $5.10K | 0.00% | +18+600.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 22 | $5.34K | 0.01% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 24 | $5.83K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 25 | $6.07K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 25 | $6.07K | 0.00% | +12+92.3% | Added |
| Sierra Ocean, LLC | 26 | $6.31K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 29 | $7.04K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 30 | $7.29K | 0.00% | +7+30.4% | Added |
| Golden State Wealth Management, LLC | 31 | $7.53K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 31 | $7.53K | 0.00% | +31 | New |
| Cornerstone Planning Group LLC | 34 | $7.68K | 0.00% | +7+25.9% | Added |
| NBT Bank N A | 32 | $7.77K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 32 | $7.77K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 33 | $8.01K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 35 | $8.50K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 35 | $8.56K | 0.00% | −928−96.4% | Reduced |
| Manchester Capital Management LLC | 36 | $8.74K | 0.00% | +2+5.9% | Added |
| Howard Hughes Medical Institute | 36 | $8.74K | 0.00% | +36 | New |
| Financial Management Professionals, Inc. | 38 | $9.23K | 0.00% | +15+65.2% | Added |
| Dogwood Wealth Management LLC | 39 | $9.38K | 0.00% | +17+77.3% | Added |
| Hollencrest Capital Management | 40 | $9.71K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 40 | $9.71K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 40 | $9.71K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 40 | $9.71K | 0.00% | +40 | New |
| Hartford Financial Management Inc. | 42 | $10.2K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 42 | $10.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 43 | $10.4K | 0.00% | −28−39.4% | Reduced |
| Beacon Capital Management, LLC | 44 | $10.7K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 45 | $10.9K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 46 | $11.2K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 46 | $11.2K | 0.00% | +6+15.0% | Added |