| Birchwood Financial Partners, Inc. | 0 | $5 | 0.00% | 0 | New |
| Valued Wealth Advisors LLC | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $89 | 0.00% | +1 | New |
| Leonteq Securities AG | 2 | $148 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $148 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 2 | $148 | 0.00% | +2 | New |
| Optima Capital LLC | 2 | $148 | 0.00% | +2 | New |
| Private Trust Co NA | 3 | $223 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $223 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $284 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $371 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $372 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 6 | $445 | 0.00% | +6 | New |
| Bruce G. Allen Investments, LLC | 8 | $594 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $668 | 0.00% | +4+80.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $741 | 0.00% | +4+66.7% | Added |
| Quaker Wealth Management, LLC | 11 | $817 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 11 | $817 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 12 | $891 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 14 | $1.04K | 0.00% | +8+133.3% | Added |
| DiNuzzo Private Wealth, Inc. | 15 | $1.11K | 0.00% | +9+150.0% | Added |
| MidFirst Bank | 16 | $1.19K | 0.00% | +16 | New |
| Harbour Investments, Inc. | 19 | $1.41K | 0.00% | +7+58.3% | Added |
| Country Trust Bank | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 22 | $1.63K | 0.00% | +22 | New |
| Sunrise Financial Services, LLC | 25 | $1.86K | 0.00% | +25 | New |
| IMG Wealth Management, Inc. | 26 | $1.93K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 26 | $1.93K | 0.00% | −30−53.6% | Reduced |
| Rialto Wealth Management, LLC | 27 | $2.00K | 0.00% | +2+8.0% | Added |
| Ronald Blue Trust, Inc. | 30 | $2.23K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 30 | $2.23K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 31 | $2.30K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 31 | $2.30K | 0.00% | +1+3.3% | Added |
| UMA Financial Services, Inc. | 32 | $2.38K | 0.00% | +8+33.3% | Added |
| Principia Wealth Advisory, LLC | 33 | $2.45K | 0.00% | −1−2.9% | Reduced |
| Avion Wealth | 53 | $3.00K | 0.00% | −11−17.2% | Reduced |
| MV Capital Management, Inc. | 41 | $3.04K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 41 | $3.04K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $3.12K | 0.00% | +6+16.7% | Added |
| Bell Investment Advisors, Inc | 45 | $3.34K | 0.00% | −19−29.7% | Reduced |
| Bare Financial Services, Inc | 54 | $4.01K | 0.00% | +9+20.0% | Added |
| JFS Wealth Advisors, LLC | 54 | $4.01K | 0.00% | +48+800.0% | Added |
| Grove Bank & Trust | 54 | $4.01K | 0.00% | +54 | New |
| Farmers & Merchants Investments Inc | 55 | $4.08K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 56 | $4.16K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 59 | $4.43K | 0.00% | +59 | New |
| Solstein Capital, LLC | 62 | $4.60K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 62 | $4.60K | 0.00% | +62 | New |
| Wealth Enhancement Trust Services, Inc. | 64 | $4.75K | 0.00% | +64 | New |
| Elyxium Wealth, LLC | 65 | $4.83K | 0.00% | +65 | New |
| Horizon Investments, LLC | 65 | $4.83K | 0.00% | +65 | New |
| Retirement Wealth Solutions LLC | 75 | $5.54K | 0.00% | +1+1.4% | Added |
| Larson Financial Group LLC | 78 | $5.79K | 0.00% | −518−86.9% | Reduced |
| Basecamp Wealth Advisors LLC | 89 | $6.61K | 0.00% | +89 | New |
| Private Wealth Management Group, LLC | 94 | $6.98K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 94 | $6.98K | 0.00% | +43+84.3% | Added |
| SBI Securities Co., Ltd. | 97 | $7.20K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 98 | $7.28K | 0.00% | +98 | New |
| N.E.W. Advisory Services LLC | 100 | $7.42K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 107 | $8.00K | 0.00% | +1+0.9% | Added |
| Cranbrook Wealth Management, LLC | 112 | $8.31K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 113 | $8.39K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 115 | $8.54K | 0.00% | +8+7.5% | Added |
| Dogwood Wealth Management LLC | 119 | $8.84K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 127 | $9.43K | 0.00% | −120−48.6% | Reduced |
| WPG Advisers, LLC | 137 | $10.2K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 149 | $11.1K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 164 | $12.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 164 | $12.2K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 167 | $12.4K | 0.00% | +53+46.5% | Added |
| MAI Capital Management | 169 | $12.5K | 0.00% | +34+25.2% | Added |
| SageView Advisory Group, LLC | 169 | $12.6K | 0.00% | +169 | New |
| Torren Management, LLC | 189 | $14.0K | 0.01% | +189 | New |
| Kayne Anderson Rudnick Investment Management LLC | 200 | $14.8K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 200 | $14.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 213 | $15.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 220 | $16.3K | 0.00% | +135+158.8% | Added |
| Los Angeles Capital Management LLC | 249 | $16.7K | 0.00% | +249 | New |
| Ancora Advisors, LLC | 246 | $18.3K | 0.00% | +246 | New |
| Dorato Capital Management | 210 | $18.5K | 0.01% | +210 | New |
| TSFG, LLC | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 269 | $20.0K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 270 | $20.0K | 0.00% | +270 | New |
| Assetmark, Inc | 276 | $20.5K | 0.00% | −12−4.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 281 | $21.3K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 300 | $22.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 270 | $22.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 310 | $23.0K | 0.01% | +85+37.8% | Added |
| Root Financial Partners, LLC | 317 | $23.5K | 0.00% | +75+31.0% | Added |
| TD Private Client Wealth LLC | 330 | $24.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 379 | $28.1K | 0.00% | +159+72.3% | Added |
| Cornerstone Planning Group LLC | 342 | $28.8K | 0.00% | +48+16.3% | Added |
| V-Square Quantitative Management LLC | 402 | $29.8K | 0.00% | +402 | New |
| Estate Planners Group, LLC | 415 | $30.8K | 0.01% | +415 | New |
| IFP Advisors, Inc | 429 | $31.8K | 0.00% | +53+14.1% | Added |
| Quarry LP | 440 | $32.7K | 0.01% | +122+38.4% | Added |
| CBIZ Investment Advisory Services, LLC | 480 | $35.6K | 0.00% | +81+20.3% | Added |
| First Horizon Corp | 548 | $40.7K | 0.00% | +132+31.7% | Added |
| Jones Financial Companies LLLP | 556 | $41.3K | 0.00% | +62+12.6% | Added |