| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1 | $58 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $58 | 0.00% | +1 | New |
| Bare Financial Services, Inc | 2 | $114 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 3 | $167 | 0.00% | +3 | New |
| Main Street Group, LTD | 3 | $171 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 3 | $171 | 0.00% | +3 | New |
| Cherry Tree Wealth Management, LLC | 4 | $229 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $285 | 0.00% | +5 | New |
| Jamison Private Wealth Management, Inc. | 5 | $286 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 6 | $342 | 0.00% | +6 | New |
| Darwin Advisors, LLC | 8 | $475 | 0.00% | +8 | New |
| Hollencrest Capital Management | 10 | $571 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 10 | $571 | 0.00% | +10 | New |
| Asset Dedication, LLC | 11 | $628 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 12 | $685 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 13 | $742 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 14 | $799 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $970 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 17 | $986 | 0.00% | +17 | New |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | −11−52.4% | Reduced |
| Claris Advisors, LLC | 18 | $1.03K | 0.00% | +18 | New |
| Valued Wealth Advisors LLC | 18 | $1.03K | 0.00% | −16−47.1% | Reduced |
| Trifecta Capital Advisors, LLC | 19 | $1.08K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 20 | $1.14K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 20 | $1.14K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 21 | $1.20K | 0.00% | +3+16.7% | Added |
| Caitlin John, LLC | 14 | $1.26K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $1.31K | 0.00% | −28−54.9% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $1.37K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $1.43K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $1.43K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 27 | $1.54K | 0.00% | −48−64.0% | Reduced |
| WFA Asset Management Corp | 30 | $1.71K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 30 | $1.71K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 30 | $1.71K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 32 | $1.83K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 34 | $1.94K | 0.00% | −34−50.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 35 | $2.00K | 0.00% | +18+105.9% | Added |
| Capital Advisors, Ltd. LLC | 37 | $2.00K | 0.00% | −12−24.5% | Reduced |
| Pacific Center for Financial Services | 35 | $2.01K | 0.00% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 39 | $2.23K | 0.00% | 00.0% | Unchanged |
| Washington Growth Strategies LLC | 139 | $2.34K | 0.19% | +139 | New |
| Harbor Investment Advisory, LLC | 44 | $2.51K | 0.00% | −3−6.4% | Reduced |
| True Wealth Design, LLC | 44 | $2.51K | 0.00% | +17+63.0% | Added |
| Front Row Advisors LLC | 50 | $2.85K | 0.00% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 50 | $2.85K | 0.00% | +50 | New |
| Kessler Investment Group, LLC | 51 | $2.91K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 51 | $2.91K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 52 | $2.95K | 0.00% | +36+225.0% | Added |
| CKW Financial Group | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 63 | $3.07K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 57 | $3.25K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 61 | $3.48K | 0.00% | +9+17.3% | Added |
| Bruce G. Allen Investments, LLC | 65 | $3.71K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 65 | $3.71K | 0.00% | +65 | New |
| Cape Investment Advisory, Inc. | 66 | $3.77K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 67 | $3.82K | 0.00% | +11+19.6% | Added |
| Vermillion & White Wealth Management Group, LLC | 70 | $3.99K | 0.00% | +70 | New |
| Atlas Capital Advisors LLC | 75 | $4.28K | 0.00% | +75 | New |
| BFSG, LLC | 75 | $4.28K | 0.00% | −125−62.5% | Reduced |
| Abound Wealth Management | 75 | $4.28K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 83 | $4.74K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 86 | $4.91K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 91 | $5.19K | 0.00% | +27+42.2% | Added |
| Zions Bancorporation, N.A. | 99 | $5.65K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $5.71K | 0.00% | −35−25.9% | Reduced |
| Syntax Research, Inc. | 100 | $5.71K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 100 | $5.71K | 0.00% | +100 | New |
| Redmont Wealth Advisors LLC | 103 | $5.88K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 105 | $5.99K | 0.00% | −20−16.0% | Reduced |
| Colonial Trust Advisors | 105 | $5.99K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 113 | $6.45K | 0.00% | −30−21.0% | Reduced |
| Salem Investment Counselors Inc | 115 | $6.56K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 120 | $6.85K | 0.00% | +120 | New |
| Stephens Consulting, LLC | 121 | $6.91K | 0.00% | −765−86.3% | Reduced |
| WR Wealth Planners, LLC | 123 | $7.02K | 0.00% | −36−22.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 123 | $7.02K | 0.00% | +117+1,950.0% | Added |
| Tidemark, LLC | 125 | $7.13K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 131 | $7.47K | 0.00% | +131 | New |
| Key Financial Inc | 138 | $7.87K | 0.00% | +13+10.4% | Added |
| DT Investment Partners, LLC | 139 | $7.93K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 140 | $7.99K | 0.00% | −338−70.7% | Reduced |
| Gen-Wealth Partners Inc | 100 | $8.04K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 142 | $8.10K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 142 | $8.10K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 145 | $8.27K | 0.00% | −94−39.3% | Reduced |
| Northwest Financial Advisors | 150 | $8.56K | 0.01% | +150 | New |
| Westside Investment Management, Inc. | 155 | $8.85K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 152 | $9.00K | 0.00% | −61−28.6% | Reduced |
| TSFG, LLC | 164 | $9.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 161 | $9.19K | 0.01% | −46−22.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 188 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 190 | $10.8K | 0.00% | +50+35.7% | Added |
| Farmers & Merchants Investments Inc | 195 | $11.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 198 | $11.3K | 0.00% | +13+7.0% | Added |
| Hartford Financial Management Inc. | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 205 | $11.7K | 0.00% | +52+34.0% | Added |
| Elequin Capital LP | 207 | $11.8K | 0.00% | +207 | New |