| Dunhill Financial, LLC | 1 | $459 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $553 | 0.00% | −5−83.3% | Reduced |
| South State Corp. | 1 | $553 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $553 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $553 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $553 | 0.00% | +1 | New |
| Sawyer & Company, Inc | 1 | $553 | 0.00% | +1 | New |
| SHP Wealth Management | 1 | $553 | 0.00% | +1 | New |
| Atlantic Private Wealth, LLC | 1 | $553 | 0.00% | +1 | New |
| Ogorek Anthony Joseph | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2 | $1.10K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $1.10K | 0.00% | +2 | New |
| Cedar Mountain Advisors, LLC | 2 | $1.11K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 3 | $1.66K | 0.01% | −7−70.0% | Reduced |
| Bruce G. Allen Investments, LLC | 3 | $1.66K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 3 | $1.66K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $1.66K | 0.00% | +1+50.0% | Added |
| Optima Capital LLC | 3 | $1.66K | 0.00% | +3 | New |
| Wilkerson Advisory Group LLC | 3 | $1.66K | 0.00% | +3 | New |
| Sunrise Financial Services, LLC | 3 | $1.66K | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $1.66K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $1.66K | 0.00% | +2+200.0% | Added |
| Atwood & Palmer Inc | 3 | $1.66K | 0.00% | +3 | New |
| McGuire Capital Advisors Inc | 3 | $1.68K | 0.00% | +3 | New |
| Salomon & Ludwin, LLC | 3 | $1.69K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $2.00K | 0.00% | +1+33.3% | Added |
| Manchester Capital Management LLC | 4 | $2.21K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 4 | $2.21K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $2.76K | 0.00% | +2+66.7% | Added |
| Chilton Capital Management LLC | 5 | $2.76K | 0.00% | +5 | New |
| North Star Investment Management Corp. | 5 | $2.76K | 0.00% | +5 | New |
| Meeder Asset Management Inc | 6 | $3.32K | 0.00% | −1−14.3% | Reduced |
| First Command Advisory Services, Inc. | 6 | $3.32K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $3.32K | 0.00% | +3+100.0% | Added |
| HFM Investment Advisors, LLC | 6 | $3.32K | 0.00% | +3+100.0% | Added |
| IMA Wealth, Inc. | 7 | $3.87K | 0.00% | +7 | New |
| Moisand Fitzgerald Tamayo, LLC | 7 | $3.87K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $3.87K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 7 | $3.87K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $3.87K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 8 | $4.42K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 8 | $4.42K | 0.00% | +2+33.3% | Added |
| SJS Investment Consulting Inc. | 8 | $4.42K | 0.00% | +3+60.0% | Added |
| Ransom Advisory, Ltd | 9 | $4.97K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $4.97K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $5.53K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 10 | $5.53K | 0.00% | +2+25.0% | Added |
| Atlantic Trust, LLC | 10 | $5.53K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $6.08K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 11 | $6.10K | 0.00% | −1−8.3% | Reduced |
| Valued Wealth Advisors LLC | 11 | $6.11K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 10 | $6.61K | 0.00% | +10 | New |
| Marquette Asset Management, LLC | 12 | $6.63K | 0.00% | +5+71.4% | Added |
| Toronto Dominion Bank | 13 | $6.98K | 0.00% | +13 | New |
| TSFG, LLC | 12 | $7.00K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 13 | $7.00K | 0.01% | +13 | New |
| ZRC Wealth Management, LLC | 13 | $7.19K | 0.00% | +13 | New |
| POM Investment Strategies, LLC | 13 | $7.19K | 0.00% | +13 | New |
| LGT Financial Advisors LLC | 13 | $7.37K | 0.05% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $7.74K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 15 | $8.29K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 15 | $8.29K | 0.00% | +15 | New |
| Glen Eagle Advisors, LLC | 15 | $8.29K | 0.00% | +15 | New |
| Triumph Capital Management | 16 | $8.87K | 0.00% | +16 | New |
| CBIZ Investment Advisory Services, LLC | 17 | $9.40K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 16 | $9.86K | 0.00% | +16 | New |
| BankPlus Trust Department | 18 | $9.95K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 18 | $11.5K | 0.00% | −9−33.3% | Reduced |
| Washington Trust Advisors, Inc. | 22 | $11.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $12.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 22 | $12.2K | 0.00% | −51−69.9% | Reduced |
| Addison Advisors LLC | 23 | $12.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 24 | $13.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 25 | $13.8K | 0.00% | −289−92.0% | Reduced |
| Anchor Investment Management, LLC | 25 | $13.8K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 25 | $13.8K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 25 | $13.8K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 25 | $14.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 26 | $14.4K | 0.01% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 27 | $14.9K | 0.01% | +27 | New |
| Pinnacle Wealth Planning Services, Inc. | 29 | $16.0K | 0.00% | +29 | New |
| Private Wealth Management Group, LLC | 31 | $17.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 34 | $19.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 35 | $19.3K | 0.00% | 00.0% | Unchanged |
| Reflection Asset Management | 35 | $19.3K | 0.01% | +35 | New |
| Accent Capital Management, LLC | 36 | $19.9K | 0.01% | +6+20.0% | Added |
| Centerpoint Advisors, LLC | 36 | $20.0K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 38 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 39 | $21.6K | 0.00% | +8+25.8% | Added |
| Bryn Mawr Trust Co | 45 | $24.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 45 | $24.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 46 | $25.6K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 48 | $26.5K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 52 | $28.7K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 54 | $29.8K | 0.01% | +42+350.0% | Added |
| Central Pacific Bank - Trust Division | 55 | $30.4K | 0.00% | +19+52.8% | Added |
| Golden State Wealth Management, LLC | 55 | $30.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 58 | $32.1K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 58 | $32.1K | 0.02% | 00.0% | Unchanged |