| Ogorek Anthony Joseph | 1 | $0 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 49 | $39 | 0.00% | +49 | New |
| Turning Point Benefit Group, Inc. | 1 | $255 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $258 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $258 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 9 | $291 | 0.00% | −25−73.5% | Reduced |
| DecisionPoint Financial, LLC | 2 | $511 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 2 | $517 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 2 | $517 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $517 | 0.00% | +1+100.0% | Added |
| Stone House Investment Management, LLC | 2 | $517 | 0.00% | +2 | New |
| City State Bank | 2 | $517 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $517 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $775 | 0.00% | −2−40.0% | Reduced |
| Islay Capital Management, LLC | 3 | $775 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 3 | $775 | 0.00% | +3 | New |
| Plante Moran Financial Advisors, LLC | 3 | $775 | 0.00% | +3 | New |
| TFC Financial Management | 3 | $776 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 3 | $776 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 3 | $776 | 0.00% | +3 | New |
| Retirement Wealth Solutions LLC | 3 | $776 | 0.00% | +3 | New |
| West Branch Capital LLC | 4 | $939 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $1.03K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 4 | $1.03K | 0.00% | +4 | New |
| BFSG, LLC | 4 | $1.03K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $1.03K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.29K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 5 | $1.29K | 0.00% | +2+66.7% | Added |
| Financial Consulate, Inc | 5 | $1.29K | 0.00% | +5 | New |
| HighMark Wealth Management LLC | 6 | $1.55K | 0.00% | −4−40.0% | Reduced |
| WestEnd Advisors, LLC | 6 | $1.55K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 6 | $1.55K | 0.00% | +6 | New |
| Quaker Wealth Management, LLC | 6 | $1.55K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $1.81K | 0.00% | +7 | New |
| Frazier Financial Advisors, LLC | 7 | $1.81K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 7 | $1.81K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 7 | $1.81K | 0.00% | +7 | New |
| Aspect Partners, LLC | 7 | $1.81K | 0.00% | +7 | New |
| Old Point Trust & Financial Services N A | 8 | $2.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $2.07K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 9 | $2.33K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 9 | $2.33K | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 10 | $2.58K | 0.00% | +2+25.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $2.58K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 10 | $2.58K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 10 | $2.58K | 0.00% | +10 | New |
| Winnow Wealth LLC | 10 | $2.59K | 0.00% | +10 | New |
| Montag A & Associates Inc | 10 | $2.61K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 11 | $2.84K | 0.00% | −84−88.4% | Reduced |
| LRI Investments, LLC | 11 | $2.84K | 0.00% | −84−88.4% | Reduced |
| Tortoise Investment Management, LLC | 11 | $2.84K | 0.00% | +3+37.5% | Added |
| Essential Partners LLC | 11 | $2.84K | 0.00% | +10+1,000.0% | Added |
| Guerra Advisors Inc | 11 | $2.85K | 0.00% | +11 | New |
| Hughes Financial Services, LLC | 13 | $3.04K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 12 | $3.10K | 0.00% | −4−25.0% | Reduced |
| Innovative Advisory Group, LLC | 12 | $3.10K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $3.10K | 0.00% | +2+20.0% | Added |
| Strategic Advocates LLC | 12 | $3.10K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $3.27K | 0.00% | −1−6.7% | Reduced |
| South State Corp. | 13 | $3.36K | 0.00% | −69−84.1% | Reduced |
| Creative Financial Designs Inc | 14 | $3.62K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 14 | $3.62K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $3.88K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 15 | $3.88K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 15 | $3.88K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 16 | $4.13K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 16 | $4.13K | 0.00% | +6+60.0% | Added |
| DT Investment Partners, LLC | 17 | $4.39K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 18 | $4.65K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 18 | $4.65K | 0.00% | +18 | New |
| ZRC Wealth Management, LLC | 20 | $5.17K | 0.00% | +20 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 22 | $5.68K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 22 | $5.68K | 0.00% | +1+4.8% | Added |
| Your Advocates Ltd., LLP | 22 | $5.68K | 0.00% | +2+10.0% | Added |
| Dogwood Wealth Management LLC | 23 | $5.94K | 0.00% | −16−41.0% | Reduced |
| Clark Wealth Partners | 24 | $6.14K | 0.00% | −1−4.0% | Reduced |
| Inlight Wealth Management, LLC | 24 | $6.20K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $6.20K | 0.00% | +10+71.4% | Added |
| Parvin Asset Management, LLC | 25 | $6.46K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 25 | $6.46K | 0.00% | +4+19.0% | Added |
| Bogart Wealth, LLC | 26 | $6.72K | 0.00% | +7+36.8% | Added |
| Sachetta, LLC | 27 | $6.98K | 0.00% | −3−10.0% | Reduced |
| Quent Capital, LLC | 27 | $6.98K | 0.00% | +27 | New |
| Pin Oak Investment Advisors Inc | 28 | $7.23K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 29 | $7.49K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 29 | $7.49K | 0.00% | −2−6.5% | Reduced |
| Marquette Asset Management, LLC | 30 | $7.75K | 0.00% | +30 | New |
| T. Rowe Price Investment Management, Inc. | 28 | $8.00K | 0.00% | +28 | New |
| Grove Bank & Trust | 31 | $8.01K | 0.00% | +25+416.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 32 | $8.27K | 0.00% | −179−84.8% | Reduced |
| NBT Bank N A | 258 | $8.27K | 0.00% | +226+706.3% | Added |
| Archer Investment Corp | 32 | $8.27K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 33 | $8.53K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 35 | $9.04K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 35 | $9.12K | 0.00% | 00.0% | Unchanged |
| Motco | 36 | $9.30K | 0.00% | +36 | New |
| Financial Management Professionals, Inc. | 37 | $9.56K | 0.00% | −1−2.6% | Reduced |
| Howard Hughes Medical Institute | 37 | $9.56K | 0.01% | +1+2.8% | Added |
| Kerr Financial Planning Corp | 42 | $9.87K | 0.01% | +42 | New |