| Dogwood Wealth Management LLC | 1 | $243 | 0.00% | −6−85.7% | Reduced |
| Atlantic Trust, LLC | 1 | $243 | 0.00% | −5−83.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $243 | 0.00% | −5−83.3% | Reduced |
| WestEnd Advisors, LLC | 1 | $243 | 0.00% | −1−50.0% | Reduced |
| Private Wealth Asset Management, LLC | 1 | $243 | 0.00% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 1 | $244 | 0.00% | +1 | New |
| CBIZ Investment Advisory Services, LLC | 2 | $486 | 0.00% | −2−50.0% | Reduced |
| Seneschal Advisors, LLC | 2 | $486 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $486 | 0.00% | +1+100.0% | Added |
| North Star Investment Management Corp. | 2 | $486 | 0.00% | +2 | New |
| Financial Consulate, Inc | 2 | $486 | 0.00% | +2 | New |
| Solstein Capital, LLC | 2 | $486 | 0.00% | +2 | New |
| Elevated Capital Advisors, LLC | 2 | $486 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $486 | 0.00% | +2 | New |
| Chilton Capital Management LLC | 3 | $729 | 0.00% | −30−90.9% | Reduced |
| Winnow Wealth LLC | 3 | $729 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $729 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $729 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $729 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3 | $729 | 0.00% | +3 | New |
| Signature Equity Partners, LLC | 3 | $735 | 0.00% | +3 | New |
| Westfuller Advisors, LLC | 3 | $744 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 4 | $972 | 0.00% | −1−20.0% | Reduced |
| Westside Investment Management, Inc. | 4 | $972 | 0.00% | +4 | New |
| Palladiem, LLC | 4 | $972 | 0.00% | +4 | New |
| Stephens Consulting, LLC | 4 | $972 | 0.00% | +4 | New |
| Cornerstone Financial Management LLC | 4 | $972 | 0.00% | +4 | New |
| 1015 Capital Partners, LLC | 4 | $972 | 0.00% | +4 | New |
| Sound Income Strategies, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.21K | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $1.46K | 0.00% | −5−45.5% | Reduced |
| AdvisorNet Financial, Inc | 6 | $1.46K | 0.00% | +2+50.0% | Added |
| Clayton Financial Group LLC | 6 | $1.46K | 0.00% | +6 | New |
| Plato Investment Management Ltd | 6 | $1.47K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $1.70K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 7 | $1.70K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 7 | $1.70K | 0.00% | +7 | New |
| Optima Capital LLC | 8 | $1.94K | 0.00% | +8 | New |
| Greenline Wealth Management LLC | 8 | $2.04K | 0.00% | +8 | New |
| Dunhill Financial, LLC | 9 | $2.09K | 0.00% | +2+28.6% | Added |
| Networth Advisors, LLC | 9 | $2.19K | 0.00% | +9 | New |
| HM Payson & Co | 10 | $2.43K | 0.00% | −91−90.1% | Reduced |
| Anchor Investment Management, LLC | 10 | $2.43K | 0.00% | −30−75.0% | Reduced |
| SHP Wealth Management | 10 | $2.50K | 0.00% | +10 | New |
| RMG Wealth Management LLC | 10 | $2.52K | 0.00% | +10 | New |
| Ankerstar Wealth, LLC | 11 | $2.67K | 0.00% | +11 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 11 | $2.67K | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 11 | $2.79K | 0.00% | −4,156−99.7% | Reduced |
| Fortitude Family Office, LLC | 12 | $2.92K | 0.00% | −10−45.5% | Reduced |
| LRI Investments, LLC | 12 | $2.92K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $2.92K | 0.00% | +5+71.4% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $2.92K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 14 | $3.40K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 14 | $3.41K | 0.00% | +14 | New |
| Bogart Wealth, LLC | 15 | $3.64K | 0.00% | −6−28.6% | Reduced |
| Altshuler Shaham Ltd | 16 | $3.89K | 0.00% | +1+6.7% | Added |
| Wealth Watch Advisors, INC | 16 | $3.89K | 0.00% | +15+1,500.0% | Added |
| Independence Bank of Kentucky | 16 | $3.89K | 0.00% | +16 | New |
| Wilkerson Advisory Group LLC | 16 | $3.89K | 0.00% | +16 | New |
| Howard Hughes Medical Institute | 18 | $4.37K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 18 | $4.37K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 18 | $4.43K | 0.00% | +9+100.0% | Added |
| Harbor Investment Advisory, LLC | 19 | $4.62K | 0.00% | +4+26.7% | Added |
| Hartford Financial Management Inc. | 19 | $4.62K | 0.00% | +3+18.8% | Added |
| Tompkins Financial Corp | 20 | $4.86K | 0.00% | +20 | New |
| WPG Advisers, LLC | 22 | $5.34K | 0.00% | −9−29.0% | Reduced |
| C M Bidwell & Associates Ltd | 22 | $5.34K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 22 | $5.34K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 22 | $5.34K | 0.00% | +21+2,100.0% | Added |
| Tucker Asset Management LLC | 22 | $5.34K | 0.00% | +22 | New |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $5.45K | 0.00% | +4+22.2% | Added |
| TCTC Holdings, LLC | 23 | $5.59K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 23 | $5.59K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 24 | $5.83K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $6.00K | 0.00% | −6−18.2% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 25 | $6.07K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 25 | $6.07K | 0.00% | +3+13.6% | Added |
| Flagship Harbor Advisors, LLC | 25 | $6.13K | 0.00% | +25 | New |
| Private Wealth Management Group, LLC | 26 | $6.32K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 26 | $6.32K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 31 | $7.49K | 0.00% | +8+34.8% | Added |
| Rational Advisors LLC | 32 | $7.77K | 0.00% | +5+18.5% | Added |
| Hughes Financial Services, LLC | 33 | $8.02K | 0.00% | +10+43.5% | Added |
| Elyxium Wealth, LLC | 34 | $8.26K | 0.00% | +34 | New |
| Plante Moran Financial Advisors, LLC | 35 | $8.50K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 36 | $8.75K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 36 | $8.75K | 0.00% | +12+50.0% | Added |
| Sachetta, LLC | 40 | $9.72K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 40 | $9.72K | 0.01% | +40 | New |
| Aspect Partners, LLC | 41 | $9.96K | 0.00% | +1+2.5% | Added |
| Bare Financial Services, Inc | 42 | $10.2K | 0.00% | +2+5.0% | Added |
| Keating Financial Advisory Services, Inc. | 44 | $10.7K | 0.00% | +44 | New |
| Prestige Wealth Management Group LLC | 48 | $11.7K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 49 | $11.9K | 0.00% | −6−10.9% | Reduced |
| TD Waterhouse Canada Inc. | 50 | $12.1K | 0.00% | −17−25.4% | Reduced |
| Grove Bank & Trust | 50 | $12.1K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 50 | $12.1K | 0.01% | 00.0% | Unchanged |