| Ogorek Anthony Joseph | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $248 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1 | $248 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $248 | 0.00% | +1 | New |
| Synergy Investment Management, LLC | 1 | $248 | 0.00% | +1 | New |
| TopTier Wealth Management, LLC | 1 | $248 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $249 | 0.00% | −1−50.0% | Reduced |
| 3 Factor Indexing, LLC | 1 | $249 | 0.00% | +1 | New |
| Investors Portfolio Services LLC | 1 | $294 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $497 | 0.00% | −1−33.3% | Reduced |
| Financial Consulate, Inc | 2 | $497 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $497 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2 | $497 | 0.00% | +2 | New |
| First Command Advisory Services, Inc. | 2 | $497 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $497 | 0.00% | +2 | New |
| Frazier Financial Advisors, LLC | 2 | $497 | 0.00% | +2 | New |
| Westfuller Advisors, LLC | 2 | $510 | 0.00% | −1−33.3% | Reduced |
| PEAK6 LLC | 2 | $534 | 0.00% | +2 | New |
| Bartlett & Co. Wealth Management LLC | 2 | $548 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 3 | $745 | 0.00% | −3−50.0% | Reduced |
| Highline Wealth Partners LLC | 3 | $745 | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 3 | $745 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 3 | $746 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3 | $746 | 0.00% | +3 | New |
| International Assets Investment Management, LLC | 3 | $752 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 3 | $755 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 4 | $993 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 4 | $993 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 4 | $993 | 0.00% | +4 | New |
| Vermillion Wealth Management, Inc. | 4 | $993 | 0.00% | +4 | New |
| Palladiem, LLC | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $1.49K | 0.00% | −374−98.4% | Reduced |
| Plato Investment Management Ltd | 6 | $1.49K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7 | $1.74K | 0.00% | −8−53.3% | Reduced |
| TFC Financial Management | 7 | $1.74K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $1.74K | 0.00% | +1+16.7% | Added |
| Rialto Wealth Management, LLC | 7 | $1.74K | 0.00% | +3+75.0% | Added |
| Cornerstone Financial Management LLC | 8 | $1.99K | 0.00% | +4+100.0% | Added |
| Burk Holdings LLC | 8 | $1.99K | 0.00% | +8 | New |
| Dunhill Financial, LLC | 8 | $2.18K | 0.00% | −1−11.1% | Reduced |
| HM Payson & Co | 10 | $2.48K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10 | $2.48K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 10 | $2.87K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 12 | $2.98K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $2.98K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 13 | $3.23K | 0.00% | +12+1,200.0% | Added |
| Colonial Trust Co | 14 | $3.48K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $3.48K | 0.00% | +2+16.7% | Added |
| Torren Management, LLC | 14 | $3.49K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 15 | $3.73K | 0.00% | +9+150.0% | Added |
| ZRC Wealth Management, LLC | 16 | $3.97K | 0.00% | +16 | New |
| Key Capital Management, INC | 17 | $4.22K | 0.00% | +17 | New |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $4.47K | 0.00% | −4−18.2% | Reduced |
| Altshuler Shaham Ltd | 18 | $4.47K | 0.00% | +2+12.5% | Added |
| Hartford Financial Management Inc. | 19 | $4.72K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 20 | $4.97K | 0.00% | +15+300.0% | Added |
| Chilton Capital Management LLC | 20 | $4.97K | 0.00% | +17+566.7% | Added |
| C M Bidwell & Associates Ltd | 22 | $5.46K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 22 | $5.46K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 22 | $5.46K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 22 | $5.46K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 23 | $5.71K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 23 | $5.71K | 0.00% | +14+155.6% | Added |
| RWM Asset Management, LLC | 23 | $5.71K | 0.00% | +23 | New |
| McIlrath & Eck, LLC | 24 | $5.96K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 27 | $6.71K | 0.00% | −6−18.2% | Reduced |
| MidFirst Bank | 27 | $6.71K | 0.00% | +27 | New |
| Clark Wealth Partners | 28 | $6.96K | 0.00% | +2+7.7% | Added |
| Kilter Group LLC | 28 | $6.96K | 0.00% | +3+12.0% | Added |
| Avion Wealth | 29 | $7.00K | 0.00% | +2+7.4% | Added |
| SHP Wealth Management | 29 | $7.28K | 0.00% | +19+190.0% | Added |
| Triumph Capital Management | 31 | $7.70K | 0.00% | +24+342.9% | Added |
| Rational Advisors LLC | 32 | $7.95K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 34 | $8.44K | 0.00% | +33+3,300.0% | Added |
| Private Wealth Management Group, LLC | 34 | $8.45K | 0.00% | +8+30.8% | Added |
| Transamerica Financial Advisors, Inc. | 35 | $8.69K | 0.00% | +34+3,400.0% | Added |
| Plante Moran Financial Advisors, LLC | 35 | $8.69K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 36 | $8.94K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 37 | $9.19K | 0.00% | +37 | New |
| First Pacific Financial | 38 | $9.44K | 0.00% | +2+5.6% | Added |
| Bare Financial Services, Inc | 39 | $9.69K | 0.00% | −3−7.1% | Reduced |
| Abound Wealth Management | 39 | $9.69K | 0.00% | +8+25.8% | Added |
| Aspect Partners, LLC | 40 | $9.93K | 0.00% | −1−2.4% | Reduced |
| Fortitude Family Office, LLC | 40 | $9.93K | 0.00% | +28+233.3% | Added |
| Ares Financial Consulting, LLC | 40 | $10.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 38 | $10.5K | 0.00% | +27+245.5% | Added |
| Quest 10 Wealth Builders, Inc. | 44 | $10.9K | 0.01% | +26+144.4% | Added |
| Wilkerson Advisory Group LLC | 46 | $11.4K | 0.00% | +30+187.5% | Added |
| Financial Freedom, LLC | 46 | $11.4K | 0.01% | +46 | New |
| Wealth Preservation Advisors, LLC | 48 | $11.9K | 0.01% | +48 | New |
| Prestige Wealth Management Group LLC | 48 | $11.9K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 49 | $12.2K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 49 | $12.2K | 0.00% | +49 | New |
| Grove Bank & Trust | 50 | $12.4K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 50 | $12.4K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 50 | $12.4K | 0.00% | +6+13.6% | Added |
| TD Waterhouse Canada Inc. | 50 | $12.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 52 | $12.9K | 0.00% | −12−18.8% | Reduced |