| Activest Wealth Management | 0 | $157 | 0.00% | 0 | Unchanged |
| South State Corp. | 1 | $566 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $566 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1 | $566 | 0.00% | +1 | New |
| JPL Wealth Management, LLC | 1 | $566 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $566 | 0.00% | +1 | New |
| Ogorek Anthony Joseph | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | +2+200.0% | Added |
| Missouri Trust & Investment Co | 2 | $1.13K | 0.00% | −9−81.8% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $1.13K | 0.00% | −1−33.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 2 | $1.13K | 0.00% | +2 | New |
| Cedar Mountain Advisors, LLC | 2 | $1.14K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 3 | $1.68K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $1.70K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $1.70K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $1.70K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $1.70K | 0.00% | +1+50.0% | Added |
| Rothschild Investment LLC | 3 | $1.70K | 0.00% | +2+200.0% | Added |
| Quest 10 Wealth Builders, Inc. | 3 | $1.70K | 0.00% | +3 | New |
| Salomon & Ludwin, LLC | 3 | $1.70K | 0.00% | +3 | New |
| Valley National Advisers Inc | 5 | $2.00K | 0.00% | +5 | New |
| Manchester Capital Management LLC | 4 | $2.26K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 4 | $2.26K | 0.00% | +4 | New |
| Point72 Europe (London) LLP | 5 | $2.56K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $2.83K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5 | $2.83K | 0.00% | −40−88.9% | Reduced |
| First Command Advisory Services, Inc. | 6 | $3.39K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 6 | $3.39K | 0.00% | +6 | New |
| Essential Partners LLC | 6 | $3.39K | 0.00% | +6 | New |
| Meeder Asset Management Inc | 7 | $3.96K | 0.00% | −1−12.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 7 | $3.96K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $3.96K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 7 | $3.96K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $3.96K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 7 | $3.96K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $4.45K | 0.00% | −1−10.0% | Reduced |
| Bare Financial Services, Inc | 8 | $4.52K | 0.00% | −1−11.1% | Reduced |
| Webster Bank, N. A. | 8 | $4.52K | 0.00% | +8 | New |
| Cloud Capital Management, LLC | 9 | $5.00K | 0.00% | +9 | New |
| Ransom Advisory, Ltd | 9 | $5.09K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $5.65K | 0.00% | −14−58.3% | Reduced |
| Concord Wealth Partners | 10 | $5.65K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 10 | $5.65K | 0.00% | +3+42.9% | Added |
| Imprint Wealth LLC | 10 | $5.65K | 0.02% | +10 | New |
| Atlantic Trust, LLC | 10 | $5.65K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $6.22K | 0.00% | +2+22.2% | Added |
| Valued Wealth Advisors LLC | 11 | $6.24K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 12 | $6.67K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $6.78K | 0.00% | +7+140.0% | Added |
| TSFG, LLC | 12 | $7.00K | 0.00% | +8+200.0% | Added |
| LGT Financial Advisors LLC | 13 | $7.53K | 0.02% | −4−23.5% | Reduced |
| Fortitude Family Office, LLC | 14 | $7.91K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 15 | $8.48K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 17 | $9.61K | 0.00% | +16+1,600.0% | Added |
| BankPlus Trust Department | 18 | $10.2K | 0.00% | +18 | New |
| Mather Group, LLC. | 20 | $11.3K | 0.00% | +20 | New |
| Larson Financial Group LLC | 21 | $11.9K | 0.00% | +5+31.3% | Added |
| Capital Advisors, Ltd. LLC | 21 | $12.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 22 | $12.2K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 23 | $13.0K | 0.00% | +2+9.5% | Added |
| CVA Family Office, LLC | 24 | $13.6K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 25 | $14.0K | 0.00% | +25 | New |
| Anchor Investment Management, LLC | 25 | $14.1K | 0.00% | −10−28.6% | Reduced |
| Truvestments Capital LLC | 25 | $14.1K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 25 | $14.1K | 0.01% | +25 | New |
| Frazier Financial Advisors, LLC | 26 | $14.7K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 27 | $14.9K | 0.00% | −6−18.2% | Reduced |
| Accent Capital Management, LLC | 30 | $17.0K | 0.01% | +15+100.0% | Added |
| Bell Investment Advisors, Inc | 31 | $17.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $17.5K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 34 | $19.0K | 0.01% | +34 | New |
| St Germain D J Co Inc | 35 | $19.8K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 35 | $19.8K | 0.00% | 00.0% | Unchanged |
| Ossiam | 35 | $19.8K | 0.00% | +35 | New |
| Centerpoint Advisors, LLC | 36 | $20.0K | 0.01% | −13−26.5% | Reduced |
| Covestor Ltd | 34 | $20.0K | 0.01% | −1−2.9% | Reduced |
| Central Pacific Bank - Trust Division | 36 | $20.4K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 38 | $21.5K | 0.00% | +38 | New |
| ORG Partners LLC | 42 | $23.7K | 0.00% | +7+20.0% | Added |
| Geneos Wealth Management Inc. | 45 | $25.4K | 0.00% | −120−72.7% | Reduced |
| Bryn Mawr Trust Co | 45 | $25.4K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 45 | $25.4K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 45 | $25.4K | 0.00% | +45 | New |
| Westside Investment Management, Inc. | 46 | $25.7K | 0.00% | +23+100.0% | Added |
| Cullen/Frost Bankers, Inc. | 46 | $26.0K | 0.00% | +11+31.4% | Added |
| Harvest Fund Management Co., Ltd | 47 | $27.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 48 | $27.1K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 52 | $29.4K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 55 | $31.1K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 57 | $32.2K | 0.01% | −6−9.5% | Reduced |
| Paladin Advisory Group, LLC | 58 | $32.8K | 0.03% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 58 | $32.8K | 0.00% | +58 | New |
| Cornerstone Planning Group LLC | 65 | $33.7K | 0.01% | +54+490.9% | Added |
| Bank of Jackson Hole Trust | 60 | $33.9K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 61 | $34.5K | 0.00% | −16−20.8% | Reduced |
| CX Institutional | 63 | $35.0K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 62 | $35.0K | 0.02% | +62 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 67 | $35.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 64 | $36.2K | 0.00% | −7−9.9% | Reduced |
| Matrix Trust Co | 68 | $38.0K | 0.01% | 00.0% | Unchanged |