| HighMark Wealth Management LLC | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 3 | $186 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $222 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 5 | $309 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $619 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 13 | $804 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 16 | $990 | 0.00% | +16 | New |
| Harvest Fund Management Co., Ltd | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 17 | $1.05K | 0.00% | −53−75.7% | Reduced |
| Sittner & Nelson, LLC | 18 | $1.11K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 19 | $1.17K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 28 | $1.73K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $1.92K | 0.00% | 00.0% | Unchanged |
| Trust Co | 33 | $2.04K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $2.12K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 41 | $2.15K | 0.00% | +41 | New |
| Private Wealth Asset Management, LLC | 35 | $2.17K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 37 | $2.29K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $2.47K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 45 | $2.78K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 45 | $2.79K | 0.00% | −284−86.3% | Reduced |
| Wood Tarver Financial Group, LLC | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 45 | $3.07K | 0.00% | +45 | New |
| St. Johns Investment Management Company, LLC | 55 | $3.40K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 59 | $3.65K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 75 | $4.64K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 93 | $5.75K | 0.00% | −268−74.2% | Reduced |
| First United Bank Trust | 94 | $5.81K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 107 | $6.61K | 0.00% | −766−87.7% | Reduced |
| Highline Wealth Partners LLC | 110 | $6.80K | 0.00% | +21+23.6% | Added |
| Penserra Capital Management LLC | 129 | $7.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 121 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 116 | $7.17K | 0.00% | −1−0.9% | Reduced |
| Concord Wealth Partners | 119 | $7.36K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 127 | $7.86K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 137 | $8.47K | 0.00% | +6+4.6% | Added |
| Ridgewood Investments LLC | 142 | $8.78K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 150 | $9.28K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 151 | $9.34K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 156 | $9.65K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 160 | $9.90K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 167 | $10.3K | 0.01% | −173−50.9% | Reduced |
| North Star Investment Management Corp. | 168 | $10.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 160 | $10.7K | 0.00% | +72+81.8% | Added |
| Bare Financial Services, Inc | 176 | $10.9K | 0.00% | +112+175.0% | Added |
| VSM Wealth Advisory, LLC | 192 | $11.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 192 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 177 | $11.9K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 200 | $12.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 213 | $13.2K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 217 | $13.4K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 250 | $13.8K | 0.01% | +123+96.9% | Added |
| Harbor Investment Advisory, LLC | 232 | $14.3K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 233 | $14.4K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 235 | $14.5K | 0.00% | +235 | New |
| Carolina Wealth Advisors, LLC | 237 | $14.7K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 242 | $14.9K | 0.00% | +242 | New |
| Tobam | 178 | $15.0K | 0.01% | +178 | New |
| BOK Financial Private Wealth, Inc. | 250 | $15.5K | 0.00% | +250 | New |
| Clal Insurance Enterprises Holdings Ltd | 262 | $16.0K | 0.00% | +10+4.0% | Added |
| GHP Investment Advisors, Inc. | 259 | $16.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 260 | $16.1K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 264 | $16.3K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 277 | $17.1K | 0.01% | +277 | New |
| Financial Network Wealth Advisors LLC | 279 | $17.3K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 280 | $17.3K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 284 | $17.6K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 287 | $17.8K | 0.01% | +287 | New |
| Golden State Wealth Management, LLC | 296 | $18.3K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 305 | $18.9K | 0.02% | +305 | New |
| Costello Asset Management, INC | 307 | $19.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 310 | $19.2K | 0.00% | +210+210.0% | Added |
| Sound Income Strategies, LLC | 311 | $19.2K | 0.00% | +300+2,727.3% | Added |
| Smartleaf Asset Management LLC | 318 | $19.6K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 317 | $19.6K | 0.00% | −1,414−81.7% | Reduced |
| Flagship Wealth Advisors, LLC | 321 | $19.8K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 323 | $20.0K | 0.00% | +202+166.9% | Added |
| Fortis Group Advisors, LLC | 337 | $20.8K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 360 | $22.3K | 0.00% | −34−8.6% | Reduced |
| TD Private Client Wealth LLC | 362 | $22.4K | 0.00% | +357+7,140.0% | Added |
| Accredited Wealth Management, LLC | 371 | $22.9K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 375 | $23.2K | 0.02% | +49+15.0% | Added |
| Wellington Shields & Co., LLC | 376 | $23.2K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 391 | $24.2K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 414 | $25.6K | 0.00% | +91+28.2% | Added |
| Truvestments Capital LLC | 427 | $26.4K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 437 | $27.0K | 0.00% | −126−22.4% | Reduced |
| Hilltop National Bank | 483 | $29.9K | 0.01% | +483 | New |
| New England Capital Financial Advisors LLC | 500 | $30.9K | 0.01% | +1+0.2% | Added |
| CoreCap Advisors, LLC | 500 | $30.9K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 514 | $31.8K | 0.00% | −300−36.9% | Reduced |
| Compass Planning Associates Inc | 516 | $31.9K | 0.03% | +1+0.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 491 | $32.2K | 0.01% | +491 | New |
| North Capital, Inc. | 521 | $32.2K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 527 | $32.6K | 0.00% | +527 | New |
| St Germain D J Co Inc | 541 | $33.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 593 | $36.7K | 0.00% | +263+79.7% | Added |
| Delta Asset Management LLC | 624 | $38.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 632 | $39.1K | 0.02% | +330+109.3% | Added |