| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 67 | $55 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 0 | $131 | 0.00% | 0 | New |
| DHJJ Financial Advisors, Ltd. | 1 | $243 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1 | $243 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1 | $243 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $243 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $243 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 2 | $485 | 0.00% | −1−33.3% | Reduced |
| Tidemark, LLC | 2 | $485 | 0.00% | +1+100.0% | Added |
| Morton Brown Family Wealth, LLC | 2 | $485 | 0.00% | +2 | New |
| Strengthening Families & Communities, LLC | 2 | $485 | 0.00% | +2 | New |
| Downshift Financial, LLC | 2 | $485 | 0.00% | +2 | New |
| South State Corp. | 2 | $486 | 0.00% | −2−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $486 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2 | $486 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $486 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $486 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $496 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $728 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $729 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $729 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $971 | 0.00% | −8−66.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $971 | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4 | $971 | 0.00% | +4 | New |
| Millstone Evans Group, LLC | 4 | $971 | 0.00% | +4 | New |
| Investors Portfolio Services LLC | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $1.21K | 0.00% | +1+25.0% | Added |
| LRI Investments, LLC | 5 | $1.21K | 0.00% | +5 | New |
| Planning Strategies Inc. | 5 | $1.21K | 0.00% | +5 | New |
| Clark Wealth Partners | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 5 | $1.21K | 0.00% | +4+400.0% | Added |
| Bartlett & Co. Wealth Management LLC | 6 | $1.46K | 0.00% | −4−40.0% | Reduced |
| First Command Advisory Services, Inc. | 6 | $1.46K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 6 | $1.46K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 6 | $1.46K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 6 | $1.46K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.46K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $1.46K | 0.00% | +4+200.0% | Added |
| Whittier Trust Co of Nevada Inc | 6 | $1.55K | 0.00% | +1+20.0% | Added |
| NBH Bank | 7 | $1.70K | 0.00% | +7 | New |
| TD Capital Management LLC | 7 | $1.73K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $1.83K | 0.00% | −2−22.2% | Reduced |
| Sunrise Financial Services, LLC | 8 | $1.94K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $1.94K | 0.00% | −2−20.0% | Reduced |
| Signature Resources Capital Management, LLC | 9 | $2.18K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $2.19K | 0.00% | +2+28.6% | Added |
| Torren Management, LLC | 9 | $2.22K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 10 | $2.43K | 0.01% | −252−96.2% | Reduced |
| Rialto Wealth Management, LLC | 10 | $2.43K | 0.00% | −1−9.1% | Reduced |
| 1015 Capital Partners, LLC | 10 | $2.43K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $2.44K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 11 | $2.67K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 11 | $2.67K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 12 | $2.91K | 0.00% | −3−20.0% | Reduced |
| Talon Private Wealth, LLC | 13 | $3.03K | 0.00% | +13 | New |
| RMG Wealth Management LLC | 11 | $3.20K | 0.00% | −15−57.7% | Reduced |
| S&T Bank | 14 | $3.40K | 0.00% | −25−64.1% | Reduced |
| Raffa Wealth Management, LLC | 14 | $3.40K | 0.00% | +2+16.7% | Added |
| Creative Capital Management Investments LLC | 14 | $3.40K | 0.00% | +14 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $3.64K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 15 | $3.64K | 0.00% | +3+25.0% | Added |
| Elequin Capital LP | 15 | $3.64K | 0.00% | +15 | New |
| Gleason Group, Inc. | 15 | $3.64K | 0.00% | +15 | New |
| Security National Bank | 16 | $3.88K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 16 | $3.88K | 0.00% | +15+1,500.0% | Added |
| Whipplewood Advisors, LLC | 17 | $4.13K | 0.00% | −62−78.5% | Reduced |
| Aspect Partners, LLC | 17 | $4.13K | 0.00% | −7−29.2% | Reduced |
| Medallion Wealth Advisors, LLC | 18 | $4.37K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 18 | $4.37K | 0.00% | +18 | New |
| Investment Counsel Co of Nevada | 19 | $4.61K | 0.01% | +19 | New |
| Bay Harbor Wealth Management, LLC | 20 | $4.85K | 0.00% | +3+17.6% | Added |
| Morse Asset Management, Inc | 20 | $4.85K | 0.00% | +20 | New |
| LifeSteps Financial, Inc. | 20 | $4.85K | 0.00% | +20 | New |
| Cranbrook Wealth Management, LLC | 20 | $4.85K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $5.10K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 21 | $5.10K | 0.00% | +14+200.0% | Added |
| Sachetta, LLC | 22 | $5.34K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 22 | $5.34K | 0.00% | +1+4.8% | Added |
| Meeder Asset Management Inc | 22 | $5.34K | 0.00% | +2+10.0% | Added |
| ZRC Wealth Management, LLC | 22 | $5.34K | 0.00% | +11+100.0% | Added |
| American National Bank | 23 | $5.58K | 0.00% | −15−39.5% | Reduced |
| Accent Capital Management, LLC | 24 | $5.82K | 0.00% | +6+33.3% | Added |
| Clear Street Markets LLC | 24 | $5.82K | 0.00% | +7+41.2% | Added |
| High Note Wealth, LLC | 25 | $6.07K | 0.00% | +2+8.7% | Added |
| Itau Unibanco Holding S.A. | 25 | $6.07K | 0.00% | +25 | New |
| Osbon Capital Management LLC | 27 | $6.55K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $6.55K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 30 | $7.28K | 0.00% | −3−9.1% | Reduced |
| Grove Bank & Trust | 30 | $7.28K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 32 | $7.74K | 0.04% | −10−23.8% | Reduced |
| McGuire Capital Advisors Inc | 32 | $7.76K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 32 | $7.76K | 0.00% | +32 | New |
| Coppell Advisory Solutions LLC | 15,224 | $7.88K | 0.00% | +15,224 | New |
| Avion Wealth | 37 | $8.00K | 0.00% | +2+5.7% | Added |
| Pittenger & Anderson Inc | 33 | $8.01K | 0.00% | −6,920−99.5% | Reduced |