| Ogorek Anthony Joseph | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Investors Portfolio Services LLC | 1 | $252 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $252 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $252 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1 | $252 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $252 | 0.00% | +1 | New |
| Trifecta Capital Advisors, LLC | 1 | $252 | 0.00% | +1 | New |
| Downshift Financial, LLC | 1 | $252 | 0.00% | +1 | New |
| Morton Brown Family Wealth, LLC | 2 | $503 | 0.00% | +2 | New |
| GHP Investment Advisors, Inc. | 2 | $504 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $504 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $512 | 0.00% | −3−60.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 2 | $549 | 0.00% | +2 | New |
| Salem Investment Counselors Inc | 3 | $755 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $755 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $755 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 3 | $755 | 0.00% | +1+50.0% | Added |
| Davis Capital Management | 3 | $755 | 0.00% | +1+50.0% | Added |
| American Capital Advisory, LLC | 3 | $755 | 0.00% | +2+200.0% | Added |
| Ameriflex Group, Inc. | 3 | $755 | 0.00% | +3 | New |
| Signature Equity Partners, LLC | 3 | $766 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3 | $768 | 0.00% | 00.0% | Unchanged |
| Palladiem, LLC | 4 | $1.01K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 4 | $1.01K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 4 | $1.01K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $1.01K | 0.00% | +1+33.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.26K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 5 | $1.26K | 0.00% | −5−50.0% | Reduced |
| Princeton Global Asset Management LLC | 5 | $1.26K | 0.00% | +5 | New |
| Breakwater Investment Management | 5 | $1.26K | 0.00% | +5 | New |
| Whipplewood Advisors, LLC | 6 | $1.51K | 0.00% | −85−93.4% | Reduced |
| Principia Wealth Advisory, LLC | 6 | $1.51K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6 | $1.51K | 0.00% | +4+200.0% | Added |
| Provenance Wealth Advisors, LLC | 6 | $1.51K | 0.00% | +6 | New |
| 1015 Capital Partners, LLC | 7 | $1.76K | 0.00% | +3+75.0% | Added |
| Planning Strategies Inc. | 7 | $1.76K | 0.00% | +7 | New |
| Burk Holdings LLC | 8 | $2.01K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $2.01K | 0.00% | +6+300.0% | Added |
| Dunhill Financial, LLC | 8 | $2.08K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $2.27K | 0.00% | +2+28.6% | Added |
| Creative Capital Management Investments LLC | 10 | $2.52K | 0.00% | +10 | New |
| Hartford Financial Management Inc. | 11 | $2.77K | 0.00% | −8−42.1% | Reduced |
| Rialto Wealth Management, LLC | 11 | $2.77K | 0.00% | +4+57.1% | Added |
| RMG Wealth Management LLC | 10 | $2.83K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $3.02K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 13 | $3.27K | 0.00% | −322−96.1% | Reduced |
| Colonial Trust Co | 14 | $3.52K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 14 | $3.54K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 15 | $3.77K | 0.00% | −3−16.7% | Reduced |
| Dogwood Wealth Management LLC | 16 | $4.03K | 0.00% | −18−52.9% | Reduced |
| Cornerstone Financial Management LLC | 16 | $4.03K | 0.00% | +8+100.0% | Added |
| Key Capital Management, INC | 17 | $4.28K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 17 | $4.28K | 0.00% | +5+41.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $4.53K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $4.53K | 0.00% | −21−53.8% | Reduced |
| Clear Street Markets LLC | 19 | $4.78K | 0.00% | −316−94.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 19 | $4.78K | 0.00% | +5+35.7% | Added |
| Valued Wealth Advisors LLC | 20 | $5.03K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 22 | $5.53K | 0.00% | −1−4.3% | Reduced |
| C M Bidwell & Associates Ltd | 22 | $5.53K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 22 | $5.53K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 22 | $5.53K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 23 | $5.79K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 24 | $6.04K | 0.00% | +2+9.1% | Added |
| Kilter Group LLC | 27 | $6.79K | 0.00% | −1−3.6% | Reduced |
| Clark Wealth Partners | 28 | $7.04K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 35 | $8.00K | 0.00% | +6+20.7% | Added |
| MidFirst Bank | 32 | $8.05K | 0.00% | +5+18.5% | Added |
| Cornerstone Planning Group LLC | 31 | $8.14K | 0.00% | −7−18.4% | Reduced |
| Westfuller Advisors, LLC | 33 | $8.31K | 0.00% | +31+1,550.0% | Added |
| Triumph Capital Management | 34 | $8.55K | 0.00% | +3+9.7% | Added |
| Private Wealth Management Group, LLC | 34 | $8.55K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 34 | $8.63K | 0.00% | +5+17.2% | Added |
| Hughes Financial Services, LLC | 35 | $8.80K | 0.00% | +8+29.6% | Added |
| Oakworth Capital, Inc. | 36 | $9.06K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 36 | $9.06K | 0.00% | +1+2.9% | Added |
| Rational Advisors LLC | 36 | $9.06K | 0.00% | +4+12.5% | Added |
| Owl Creek Wealth Partners LLC | 37 | $9.31K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 37 | $9.31K | 0.01% | +37 | New |
| Action Point Financial Planning, LLC | 41 | $9.31K | 0.00% | +41 | New |
| First Pacific Financial | 38 | $9.56K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 39 | $9.84K | 0.01% | +39 | New |
| Ares Financial Consulting, LLC | 40 | $10.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 41 | $10.3K | 0.00% | +28+215.4% | Added |
| Transamerica Financial Advisors, Inc. | 42 | $10.6K | 0.00% | +7+20.0% | Added |
| Montgomery Financial Services LLC | 42 | $10.6K | 0.01% | +42 | New |
| Wilkerson Advisory Group LLC | 44 | $11.1K | 0.00% | −2−4.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 44 | $11.1K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 48 | $12.1K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 50 | $12.6K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 50 | $12.6K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 50 | $12.6K | 0.00% | +11+28.2% | Added |
| Institute for Wealth Management, LLC. | 50 | $12.6K | 0.00% | +50 | New |
| South State Corp. | 51 | $12.8K | 0.00% | +2+4.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 51 | $12.8K | 0.00% | +51 | New |
| Salomon & Ludwin, LLC | 51 | $13.1K | 0.00% | −2−3.8% | Reduced |
| Compass Financial Management LLC | 51 | $13.6K | 0.00% | +51 | New |
| Farmers & Merchants Investments Inc | 55 | $13.8K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 55 | $13.9K | 0.00% | +6+12.2% | Added |