| Measured Wealth Private Client Group, LLC | 0 | $77 | 0.00% | 0 | New |
| IMA Wealth, Inc. | 1 | $189 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1 | $190 | 0.00% | −250−99.6% | Reduced |
| Tidemark, LLC | 1 | $190 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $190 | 0.00% | +1 | New |
| Key Capital Management, INC | 1 | $190 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $190 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 2 | $357 | 0.00% | −108−98.2% | Reduced |
| United Community Bank | 2 | $380 | 0.00% | −16−88.9% | Reduced |
| Seneschal Advisors, LLC | 2 | $380 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $380 | 0.00% | +2 | New |
| Strategic Wealth Partners, Ltd. | 2 | $435 | 0.00% | +2 | New |
| Wealth Preservation Advisors, LLC | 3 | $569 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $569 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $570 | 0.00% | −3−50.0% | Reduced |
| DecisionPoint Financial, LLC | 3 | $570 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4 | $759 | 0.00% | −90−95.7% | Reduced |
| Private Wealth Management Group, LLC | 4 | $759 | 0.00% | −37−90.2% | Reduced |
| MBM Wealth Consultants, LLC | 4 | $759 | 0.00% | +4 | New |
| Lloyd Advisory Services, LLC. | 4 | $761 | 0.00% | +4 | New |
| Kingdom Financial Group LLC. | 4 | $761 | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 5 | $871 | 0.00% | −19−79.2% | Reduced |
| Sound Income Strategies, LLC | 5 | $918 | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 5 | $949 | 0.00% | +4+400.0% | Added |
| Pittenger & Anderson Inc | 5 | $949 | 0.00% | +5 | New |
| Washington Trust Advisors, Inc. | 5 | $949 | 0.00% | +5 | New |
| Valley National Advisers Inc | 8 | $1.00K | 0.00% | +8 | New |
| Dunhill Financial, LLC | 5 | $1.00K | 0.00% | −6−54.5% | Reduced |
| North Star Investment Management Corp. | 6 | $1.14K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 6 | $1.14K | 0.00% | +4+200.0% | Added |
| Basepoint Wealth LLC | 6 | $1.15K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.33K | 0.00% | −1−12.5% | Reduced |
| Signature Resources Capital Management, LLC | 7 | $1.33K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 7 | $1.33K | 0.00% | +7 | New |
| Atlantic Edge Private Wealth Management, LLC | 7 | $1.33K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 7 | $1.33K | 0.00% | +7 | New |
| Clark Wealth Partners | 7 | $1.33K | 0.00% | +7 | New |
| Spire Wealth Management | 8 | $1.52K | 0.00% | −723−98.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 8 | $1.52K | 0.00% | −52−86.7% | Reduced |
| Country Trust Bank | 8 | $1.52K | 0.00% | −4−33.3% | Reduced |
| BankPlus Trust Department | 8 | $1.52K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 8 | $1.52K | 0.00% | +8 | New |
| Clayton Financial Group LLC | 8 | $1.52K | 0.00% | +8 | New |
| Thompson Investment Management, Inc. | 9 | $1.71K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 9 | $1.71K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 9 | $1.71K | 0.00% | +9 | New |
| Quest 10 Wealth Builders, Inc. | 9 | $1.71K | 0.00% | +9 | New |
| Portus Wealth Advisors, LLC | 9 | $1.71K | 0.00% | +9 | New |
| TD Capital Management LLC | 9 | $1.74K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 10 | $1.90K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 10 | $1.90K | 0.00% | +10 | New |
| NVWM, LLC | 11 | $2.09K | 0.00% | −19−63.3% | Reduced |
| Imprint Wealth LLC | 11 | $2.09K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 11 | $2.09K | 0.00% | +6+120.0% | Added |
| Raleigh Capital Management Inc. | 11 | $2.09K | 0.00% | +11 | New |
| UMA Financial Services, Inc. | 11 | $2.09K | 0.00% | −11−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $2.09K | 0.00% | −2−15.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 11 | $2.09K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 11 | $2.09K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 11 | $2.15K | 0.00% | −40−78.4% | Reduced |
| Fortitude Family Office, LLC | 12 | $2.28K | 0.00% | −7−36.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 12 | $2.28K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 12 | $2.28K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 14 | $2.30K | 0.00% | +14 | New |
| Principia Wealth Advisory, LLC | 13 | $2.47K | 0.00% | +2+18.2% | Added |
| AdvisorNet Financial, Inc | 14 | $2.66K | 0.00% | −30−68.2% | Reduced |
| Legacy Wealth Managment, LLC | 14 | $2.66K | 0.00% | +3+27.3% | Added |
| Sachetta, LLC | 14 | $2.66K | 0.00% | +4+40.0% | Added |
| Cornerstone Financial Management LLC | 15 | $2.85K | 0.00% | −18−54.5% | Reduced |
| High Note Wealth, LLC | 15 | $2.85K | 0.00% | −17−53.1% | Reduced |
| St Germain D J Co Inc | 15 | $2.85K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 15 | $2.85K | 0.00% | +15 | New |
| Activest Wealth Management | 16 | $3.04K | 0.00% | −60−78.9% | Reduced |
| Arlington Trust Co LLC | 17 | $3.23K | 0.00% | +17 | New |
| Miller Global Investments, LLC | 19 | $3.60K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 20 | $3.79K | 0.00% | −21−51.2% | Reduced |
| Dogwood Wealth Management LLC | 20 | $3.79K | 0.00% | +8+66.7% | Added |
| Highline Wealth Partners LLC | 20 | $3.79K | 0.00% | +13+185.7% | Added |
| Aster Capital Management (DIFC) Ltd | 13 | $3.87K | 0.00% | +13 | New |
| Princeton Global Asset Management LLC | 21 | $3.98K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 21 | $3.98K | 0.00% | +14+200.0% | Added |
| Greykasell Wealth Strategies, Inc. | 21 | $3.98K | 0.00% | +21 | New |
| Abound Wealth Management | 22 | $4.09K | 0.00% | −56−71.8% | Reduced |
| Golden State Equity Partners | 22 | $4.17K | 0.00% | +22 | New |
| Moisand Fitzgerald Tamayo, LLC | 22 | $4.17K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 22 | $4.17K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 23 | $4.36K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $4.55K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 25 | $4.74K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 26 | $4.93K | 0.00% | −1−3.7% | Reduced |
| Gables Capital Management Inc. | 26 | $4.93K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 27 | $5.12K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 29 | $5.50K | 0.00% | +23+383.3% | Added |
| Bayban | 29 | $5.50K | 0.00% | +29 | New |
| Intentional Wealth Strategies, LLC | 29 | $5.50K | 0.01% | +29 | New |
| Essential Partners LLC | 31 | $5.88K | 0.00% | −1,765−98.3% | Reduced |
| Torren Management, LLC | 31 | $5.88K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 31 | $5.88K | 0.00% | +14+82.4% | Added |
| Covestor Ltd | 33 | $6.00K | 0.00% | −28−45.9% | Reduced |
| Avion Wealth | 36 | $6.00K | 0.00% | 00.0% | Unchanged |