| Halbert Hargrove Global Advisors, LLC | 1 | $89 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $123 | 0.00% | −27−96.4% | Reduced |
| Grove Bank & Trust | 1 | $123 | 0.00% | +1 | New |
| Decker Retirement Planning Inc. | 2 | $247 | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $370 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3 | $370 | 0.00% | +3 | New |
| Atwood & Palmer Inc | 3 | $371 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 4 | $493 | 0.00% | +4 | New |
| Abound Wealth Management | 4 | $494 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4 | $494 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 9 | $1.00K | 0.00% | +8+800.0% | Added |
| HBC Financial Services, PLLC | 10 | $1.00K | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 10 | $1.23K | 0.00% | −2−16.7% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.23K | 0.00% | −48,950−100.0% | Reduced |
| WealthCollab, LLC | 10 | $1.23K | 0.00% | −6−37.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $1.23K | 0.00% | +10 | New |
| Assetmark, Inc | 10 | $1.23K | 0.00% | +10 | New |
| CVA Family Office, LLC | 10 | $1.23K | 0.00% | +10 | New |
| Ameriflex Group, Inc. | 10 | $1.60K | 0.00% | +10 | New |
| Trust Co | 13 | $1.60K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 14 | $1.69K | 0.00% | +14 | New |
| Bernard Wealth Management Corp. | 15 | $1.85K | 0.00% | +15 | New |
| Beacon Capital Management, LLC | 20 | $2.47K | 0.00% | +20 | New |
| Peterson Wealth Services | – | $2.71K | 0.00% | – | – |
| Westside Investment Management, Inc. | 25 | $3.08K | 0.00% | +25 | New |
| Hurley Capital, LLC | 26 | $3.67K | 0.00% | +26 | New |
| Atticus Wealth Management, LLC | 30 | $3.70K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 30 | $3.70K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 30 | $3.70K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 30 | $3.70K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $4.32K | 0.00% | −45−56.3% | Reduced |
| Colonial Trust Advisors | 35 | $4.32K | 0.00% | +35 | New |
| Atlantic Trust, LLC | 35 | $4.32K | 0.00% | +35 | New |
| Crews Bank & Trust | 35 | $4.32K | 0.00% | +35 | New |
| UMA Financial Services, Inc. | 36 | $4.44K | 0.00% | +36 | New |
| Farmers & Merchants Investments Inc | 50 | $6.17K | 0.00% | −50−50.0% | Reduced |
| Eastern Bank | 50 | $6.17K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $6.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 52 | $6.42K | 0.00% | +44+550.0% | Added |
| Bullock Wealth Management Group | 58 | $7.16K | 0.00% | −6−9.4% | Reduced |
| EverSource Wealth Advisors, LLC | 58 | $7.16K | 0.00% | +25+75.8% | Added |
| Compass Financial Services Inc | 59 | $7.28K | 0.00% | +59 | New |
| Tompkins Financial Corp | 60 | $7.40K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 61 | $7.53K | 0.00% | +3+5.2% | Added |
| WR Wealth Planners, LLC | 63 | $7.77K | 0.00% | −72−53.3% | Reduced |
| HM Payson & Co | 64 | $7.90K | 0.00% | +3+4.9% | Added |
| Hilltop National Bank | 67 | $8.27K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 68 | $8.44K | 0.00% | +36+112.5% | Added |
| Signaturefd, LLC | 70 | $8.63K | 0.00% | −100−58.8% | Reduced |
| Fedenia Advisers LLC | 70 | $8.63K | 0.01% | +70 | New |
| Sawyer & Company, Inc | 70 | $9.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 74 | $9.13K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 75 | $9.25K | 0.00% | +15+25.0% | Added |
| Tucker Asset Management LLC | 76 | $9.38K | 0.00% | +76 | New |
| Murphy & Mullick Capital Management Corp | 80 | $9.87K | 0.01% | +80 | New |
| Austin Private Wealth, LLC | 89 | $11.0K | 0.00% | +29+48.3% | Added |
| First Horizon Advisors, Inc. | 90 | $11.1K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 90 | $11.1K | 0.01% | +35+63.6% | Added |
| Catalyst Capital Advisors LLC | 92 | $11.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 98 | $12.0K | 0.01% | +13+15.3% | Added |
| Gordian Capital Singapore Pte Ltd | 97 | $12.2K | 0.01% | −1,200−92.5% | Reduced |
| Adirondack Trust Co | 100 | $12.3K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 100 | $12.3K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 100 | $12.3K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 100 | $12.3K | 0.01% | +100 | New |
| Accent Capital Management, LLC | 100 | $12.3K | 0.01% | +100 | New |
| Millstone Evans Group, LLC | 100 | $12.3K | 0.01% | +100 | New |
| Bear Mountain Capital, Inc. | 75 | $12.4K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 101 | $12.5K | 0.00% | +82+431.6% | Added |
| Dogwood Wealth Management LLC | 102 | $12.5K | 0.01% | −100−49.5% | Reduced |
| JCIC Asset Management Inc. | 116 | $14.3K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 124 | $15.3K | 0.01% | +124 | New |
| Ci Investments Inc. | 127 | $16.0K | 0.00% | −4,545−97.3% | Reduced |
| Washington Trust Co | 130 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 131 | $16.2K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 135 | $16.7K | 0.01% | +135 | New |
| Rothschild Investment LLC | 137 | $16.9K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 147 | $18.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 125 | $18.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 154 | $19.0K | 0.02% | +154 | New |
| Front Row Advisors LLC | 160 | $19.7K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 161 | $19.9K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 169 | $20.8K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 186 | $22.9K | 0.00% | +162+675.0% | Added |
| Mather Group, LLC. | 193 | $23.8K | 0.00% | −7−3.5% | Reduced |
| PSI Advisors, LLC | 200 | $24.7K | 0.01% | −125−38.5% | Reduced |
| Delta Asset Management LLC | 200 | $24.7K | 0.00% | 00.0% | Unchanged |
| Spirit of America Management Corp | 200 | $24.7K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 200 | $24.7K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 200 | $24.7K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 200 | $24.7K | 0.02% | +200 | New |
| EMC Capital Management | 200 | $25.0K | 0.01% | −4,735−95.9% | Reduced |