| Evolution Advisers, Inc. | 4 | $0 | 0.00% | +4 | New |
| Darwin Advisors, LLC | 0 | $5 | 0.00% | 0 | New |
| NBC Securities, Inc. | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $79 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 2 | $157 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 2 | $157 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $157 | 0.00% | +2 | New |
| Wealth Enhancement Trust Services, Inc. | 2 | $157 | 0.00% | +2 | New |
| Security National Bank | 3 | $235 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5 | $393 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5 | $393 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $503 | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 7 | $549 | 0.00% | +7 | New |
| Marquette Asset Management, LLC | 7 | $550 | 0.00% | −6−46.2% | Reduced |
| Frazier Financial Advisors, LLC | 8 | $628 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 8 | $628 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 8 | $628 | 0.00% | +3+60.0% | Added |
| Central Trust Co | 10 | $785 | 0.00% | −5−33.3% | Reduced |
| Accordant Advisory Group Inc | 11 | $864 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 13 | $1.02K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 13 | $1.02K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $1.10K | 0.00% | +4+40.0% | Added |
| Creative Financial Designs Inc | 15 | $1.18K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 16 | $1.18K | 0.00% | +16 | New |
| North Star Investment Management Corp. | 16 | $1.26K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $1.26K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 17 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 17 | $1.33K | 0.00% | +17 | New |
| Planning Strategies Inc. | 17 | $1.33K | 0.00% | +17 | New |
| Quent Capital, LLC | 18 | $1.41K | 0.00% | +11+157.1% | Added |
| Glen Eagle Advisors, LLC | 22 | $1.73K | 0.00% | +13+144.4% | Added |
| Continuum Advisory, LLC | 23 | $1.80K | 0.00% | +23 | New |
| Quaker Wealth Management, LLC | 23 | $1.81K | 0.00% | −2−8.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 24 | $1.88K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 24 | $1.88K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 24 | $1.88K | 0.00% | +23+2,300.0% | Added |
| Allied Private Wealth LLC | 29 | $1.97K | 0.00% | +29 | New |
| Capital Advisors, Ltd. LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 28 | $2.20K | 0.00% | −81−74.3% | Reduced |
| JPL Wealth Management, LLC | 28 | $2.20K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 30 | $2.35K | 0.00% | −262−89.7% | Reduced |
| NBT Bank N A | 30 | $2.35K | 0.00% | −13−30.2% | Reduced |
| Owl Creek Wealth Partners LLC | 30 | $2.35K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 30 | $2.35K | 0.00% | +30 | New |
| Meeder Asset Management Inc | 34 | $2.67K | 0.00% | −29−46.0% | Reduced |
| Cromwell Holdings LLC | 34 | $2.67K | 0.00% | +16+88.9% | Added |
| Private Wealth Management Group, LLC | 35 | $2.75K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 35 | $2.87K | 0.00% | +35 | New |
| SOA Wealth Advisors, LLC. | 40 | $3.14K | 0.00% | −10−20.0% | Reduced |
| Cheviot Value Management, LLC | 40 | $3.14K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 40 | $3.14K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 40 | $3.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 43 | $3.38K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 44 | $3.45K | 0.00% | −18−29.0% | Reduced |
| Principia Wealth Advisory, LLC | 47 | $3.69K | 0.00% | +21+80.8% | Added |
| Smallwood Wealth Investment Management, LLC | 48 | $3.77K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 49 | $3.85K | 0.00% | +49 | New |
| Toth Financial Advisory Corp | 50 | $3.92K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 50 | $3.92K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 50 | $3.92K | 0.00% | +50 | New |
| SJS Investment Consulting Inc. | 56 | $4.40K | 0.00% | +3+5.7% | Added |
| Essential Partners LLC | 57 | $4.47K | 0.00% | +57 | New |
| Atlantic Trust, LLC | 58 | $4.55K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 60 | $4.71K | 0.00% | −7−10.4% | Reduced |
| Wall Street Access Asset Management, LLC | 60 | $4.71K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 61 | $4.79K | 0.00% | +10+19.6% | Added |
| NVWM, LLC | 62 | $4.87K | 0.00% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 71 | $5.57K | 0.02% | +71 | New |
| Armstrong Advisory Group, Inc | 75 | $5.89K | 0.00% | +75 | New |
| Benson Wealth Management INC | 79 | $6.20K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $6.28K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 80 | $6.28K | 0.00% | +80 | New |
| MV Capital Management, Inc. | 82 | $6.44K | 0.00% | −1−1.2% | Reduced |
| Rossby Financial, LCC | 84 | $6.59K | 0.00% | +10+13.5% | Added |
| Elequin Capital LP | 85 | $6.67K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 87 | $6.83K | 0.00% | +87 | New |
| Smartleaf Asset Management LLC | 84 | $6.88K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 100 | $7.85K | 0.00% | −1,284−92.8% | Reduced |
| Estabrook Capital Management | 100 | $7.85K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 100 | $7.85K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 102 | $8.01K | 0.00% | −39−27.7% | Reduced |
| Rothschild Investment LLC | 104 | $8.16K | 0.00% | +90+642.9% | Added |
| Concord Wealth Partners | 105 | $8.25K | 0.00% | +105 | New |
| South State Corp. | 110 | $8.63K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 110 | $8.63K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 112 | $8.79K | 0.00% | −21−15.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 127 | $9.97K | 0.00% | +22+21.0% | Added |
| Plante Moran Financial Advisors, LLC | 129 | $10.1K | 0.00% | +4+3.2% | Added |
| Hollencrest Capital Management | 133 | $10.4K | 0.00% | +25+23.1% | Added |
| Providence Capital Advisors, LLC | 145 | $11.4K | 0.00% | +145 | New |
| TD Waterhouse Canada Inc. | 143 | $11.4K | 0.00% | +33+30.0% | Added |
| BFSG, LLC | 150 | $11.8K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 153 | $12.0K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 154 | $12.1K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 160 | $12.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 165 | $12.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 186 | $13.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 166 | $13.0K | 0.00% | −2−1.2% | Reduced |
| Anchor Investment Management, LLC | 175 | $13.7K | 0.00% | 00.0% | Unchanged |