| Kozak & Associates, Inc. | 0 | $23 | 0.00% | 0 | Unchanged |
| Rakuten Securities, Inc. | 1 | $129 | 0.00% | −2−66.7% | Reduced |
| Financial Management Professionals, Inc. | 1 | $129 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1 | $129 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $129 | 0.00% | +1 | New |
| Pineridge Advisors LLC | 2 | $259 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 3 | $336 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $388 | 0.00% | −5−62.5% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $388 | 0.00% | −1−25.0% | Reduced |
| SOA Wealth Advisors, LLC. | 3 | $407 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4 | $517 | 0.00% | −96−96.0% | Reduced |
| Parkworth Wealth Management, Inc. | 4 | $517 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 4 | $517 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 4 | $518 | 0.00% | +4 | New |
| Pier 88 Investment Partners LLC | 5 | $647 | 0.00% | −1,370−99.6% | Reduced |
| Asset Dedication, LLC | 5 | $647 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 5 | $647 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $647 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $647 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 5 | $718 | 0.00% | −15−75.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 6 | $777 | 0.00% | +6 | New |
| Beaird Harris Wealth Management, LLC | 6 | $777 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 7 | $906 | 0.00% | +4+133.3% | Added |
| Sound Income Strategies, LLC | 8 | $1.03K | 0.00% | +5+166.7% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $1.16K | 0.00% | +3+50.0% | Added |
| SJS Investment Consulting Inc. | 9 | $1.17K | 0.00% | −8−47.1% | Reduced |
| North Ridge Wealth Advisors, Inc. | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 10 | $1.29K | 0.00% | +10 | New |
| Nalls Sherbakoff Group, LLC | 12 | $1.55K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 13 | $1.68K | 0.00% | +13 | New |
| WealthTrak Capital Management LLC | 15 | $1.94K | 0.00% | −4−21.1% | Reduced |
| Penserra Capital Management LLC | 21 | $2.00K | 0.00% | −1,909−98.9% | Reduced |
| Kennebec Savings Bank | 16 | $2.07K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 19 | $2.46K | 0.00% | −2,060−99.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 20 | $2.59K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 20 | $2.59K | 0.00% | +20 | New |
| Medallion Wealth Advisors, LLC | 20 | $2.62K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 21 | $2.72K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 21 | $2.72K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 22 | $2.85K | 0.00% | −1−4.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 23 | $2.98K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 23 | $2.98K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $3.00K | 0.00% | −1−3.2% | Reduced |
| DT Investment Partners, LLC | 25 | $3.23K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 26 | $3.33K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 26 | $3.39K | 0.00% | −9−25.7% | Reduced |
| Cornerstone Planning Group LLC | 24 | $3.45K | 0.00% | +10+71.4% | Added |
| Creative Capital Management Investments LLC | 27 | $3.49K | 0.00% | +27 | New |
| City State Bank | 28 | $3.62K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 29 | $3.75K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 29 | $4.00K | 0.00% | +23+383.3% | Added |
| Abound Wealth Management | 32 | $4.14K | 0.00% | −1−3.0% | Reduced |
| Rosenberg Matthew Hamilton | 35 | $4.53K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 35 | $4.53K | 0.00% | +35 | New |
| Meeder Asset Management Inc | 40 | $5.17K | 0.00% | −63−61.2% | Reduced |
| Essential Partners LLC | 40 | $5.17K | 0.00% | +40 | New |
| South State Corp. | 43 | $5.56K | 0.00% | −40−48.2% | Reduced |
| Harbor Investment Advisory, LLC | 45 | $5.82K | 0.00% | −36−44.4% | Reduced |
| Union Savings Bank | 42 | $6.07K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50 | $6.47K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $6.47K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 50 | $6.47K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 50 | $6.47K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 52 | $6.73K | 0.00% | +52 | New |
| MJT & Associates Financial Advisory Group, Inc. | 53 | $6.86K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 54 | $6.99K | 0.00% | +54 | New |
| Raffa Wealth Management, LLC | 57 | $7.37K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 59 | $7.63K | 0.00% | −4−6.3% | Reduced |
| Kiker Wealth Management, LLC | 60 | $7.76K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 68 | $8.80K | 0.00% | −18−20.9% | Reduced |
| Copia Wealth Management | 70 | $9.05K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 72 | $9.31K | 0.00% | −65−47.4% | Reduced |
| True Wealth Design, LLC | 72 | $9.31K | 0.00% | +16+28.6% | Added |
| Trust Co of Toledo NA | 75 | $9.70K | 0.00% | +75 | New |
| Safe Harbor Fiduciary, LLC | 75 | $9.70K | 0.01% | +75 | New |
| GPS Wealth Strategies Group, LLC | 75 | $9.73K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 77 | $10.1K | 0.00% | +77 | New |
| High Note Wealth, LLC | 78 | $10.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 81 | $10.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 83 | $10.7K | 0.00% | +15+22.1% | Added |
| Ameriflex Group, Inc. | 85 | $11.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 86 | $11.1K | 0.00% | −462−84.3% | Reduced |
| ORG Partners LLC | 92 | $12.1K | 0.00% | +3+3.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 86 | $12.4K | 0.00% | +86 | New |
| JFS Wealth Advisors, LLC | 96 | $12.4K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 100 | $12.9K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 100 | $12.9K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $12.9K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 100 | $12.9K | 0.01% | +100 | New |
| Capital Analysts, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 89 | $13.2K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 103 | $13.3K | 0.01% | +1+1.0% | Added |
| Frazier Financial Advisors, LLC | 106 | $13.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 108 | $14.0K | 0.00% | −1−0.9% | Reduced |
| Financial Connections Group, Inc. | 109 | $14.0K | 0.01% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 110 | $14.2K | 0.22% | +110 | New |
| Itau Unibanco Holding S.A. | 114 | $14.7K | 0.00% | +12+11.8% | Added |
| GW&K Investment Management, LLC | 115 | $15.0K | 0.00% | +16+16.2% | Added |
| Hilltop National Bank | 118 | $15.3K | 0.00% | +118 | New |
| Moisand Fitzgerald Tamayo, LLC | 118 | $15.3K | 0.00% | 00.0% | Unchanged |