| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $141 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $141 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $149 | 0.00% | −1−50.0% | Reduced |
| DecisionPoint Financial, LLC | 2 | $277 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $281 | 0.00% | −1−33.3% | Reduced |
| Trust Co | 2 | $281 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 2 | $281 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $281 | 0.00% | +2 | New |
| Tidemark, LLC | 2 | $281 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $282 | 0.00% | −22−91.7% | Reduced |
| Quaker Wealth Management, LLC | 2 | $282 | 0.00% | −2−50.0% | Reduced |
| Seneschal Advisors, LLC | 2 | $282 | 0.00% | −1−33.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 3 | $352 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $422 | 0.00% | +1+50.0% | Added |
| Motco | 3 | $422 | 0.00% | +3 | New |
| Mascoma Wealth Management LLC | 3 | $422 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 4 | $563 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $563 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 4 | $563 | 0.00% | +4 | New |
| Investors Portfolio Services LLC | 4 | $613 | 0.00% | +1+33.3% | Added |
| Whipplewood Advisors, LLC | 5 | $703 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 5 | $704 | 0.00% | −15−75.0% | Reduced |
| American Capital Advisory, LLC | 5 | $704 | 0.00% | +4+400.0% | Added |
| Essential Partners LLC | 6 | $844 | 0.00% | −165−96.5% | Reduced |
| CoreCap Advisors, LLC | 7 | $984 | 0.00% | −2−22.2% | Reduced |
| Financial Network Wealth Advisors LLC | 7 | $984 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 7 | $984 | 0.00% | +7 | New |
| Avion Wealth | 11 | $1.00K | 0.00% | +7+175.0% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $1.13K | 0.00% | −8−50.0% | Reduced |
| NBC Securities, Inc. | 8 | $1.13K | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $1.13K | 0.00% | −6−42.9% | Reduced |
| MV Capital Management, Inc. | 8 | $1.13K | 0.00% | −3−27.3% | Reduced |
| Valued Wealth Advisors LLC | 8 | $1.13K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 9 | $1.27K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 9 | $1.27K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $1.27K | 0.00% | +2+28.6% | Added |
| Cornerstone Planning Group LLC | 10 | $1.30K | 0.00% | −7−41.2% | Reduced |
| Creative Capital Management Investments LLC | 10 | $1.41K | 0.00% | +10 | New |
| Cornerstone Financial Management LLC | 12 | $1.69K | 0.00% | +1+9.1% | Added |
| TD Capital Management LLC | 12 | $1.75K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 14 | $1.97K | 0.00% | −93−86.9% | Reduced |
| Marshall Investment Management, LLC | 14 | $1.97K | 0.00% | +14 | New |
| Wolff Wiese Magana LLC | 15 | $2.11K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $2.11K | 0.00% | +14+1,400.0% | Added |
| Godsey & Gibb Associates | 15 | $2.16K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 16 | $2.25K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 17 | $2.46K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 18 | $2.53K | 0.00% | −411−95.8% | Reduced |
| City State Bank | 18 | $2.53K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 18 | $2.59K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 19 | $2.67K | 0.00% | +11+137.5% | Added |
| Brown, Lisle/Cummings, Inc. | 20 | $2.81K | 0.00% | −1−4.8% | Reduced |
| N.E.W. Advisory Services LLC | 20 | $2.81K | 0.00% | +20 | New |
| CVA Family Office, LLC | 21 | $2.95K | 0.00% | −84−80.0% | Reduced |
| Kilter Group LLC | 23 | $3.23K | 0.00% | −22−48.9% | Reduced |
| Hughes Financial Services, LLC | 24 | $3.38K | 0.00% | +18+300.0% | Added |
| Raffa Wealth Management, LLC | 25 | $3.52K | 0.00% | −19−43.2% | Reduced |
| Highline Wealth Partners LLC | 26 | $3.66K | 0.00% | −25−49.0% | Reduced |
| Action Point Financial Planning, LLC | 27 | $3.80K | 0.00% | +27 | New |
| Harbor Investment Advisory, LLC | 28 | $3.94K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 29 | $4.03K | 0.00% | +12+70.6% | Added |
| Front Row Advisors LLC | 30 | $4.06K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 30 | $4.22K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 30 | $4.22K | 0.00% | +9+42.9% | Added |
| Webster Bank, N. A. | 30 | $4.22K | 0.00% | +30 | New |
| Princeton Global Asset Management LLC | 31 | $4.31K | 0.00% | −57−64.8% | Reduced |
| Union Savings Bank | 32 | $4.50K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 34 | $4.78K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 36 | $5.06K | 0.00% | −4−10.0% | Reduced |
| McDonald Partners LLC | 37 | $5.20K | 0.00% | +37 | New |
| Neo Ivy Capital Management | 39 | $5.48K | 0.00% | +39 | New |
| Avalon Trust Co | 40 | $5.63K | 0.00% | −450−91.8% | Reduced |
| Private Wealth Management Group, LLC | 40 | $5.63K | 0.00% | −76−65.5% | Reduced |
| Rosenberg Matthew Hamilton | 40 | $5.63K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 41 | $5.77K | 0.00% | −11−21.2% | Reduced |
| Kingdom Financial Group LLC. | 41 | $5.77K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 50 | $6.99K | 0.00% | −1−2.0% | Reduced |
| South State Corp. | 53 | $7.45K | 0.00% | −3−5.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 53 | $7.45K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 53 | $7.52K | 0.00% | −3−5.4% | Reduced |
| Financial Consulate, Inc | 55 | $7.74K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 56 | $7.97K | 0.00% | +7+14.3% | Added |
| First Horizon Corp | 60 | $8.44K | 0.00% | −23−27.7% | Reduced |
| Ulland Investment Advisors, LLC | 63 | $9.00K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 64 | $9.00K | 0.00% | −1−1.5% | Reduced |
| SBI Securities Co., Ltd. | 65 | $9.14K | 0.00% | −11−14.5% | Reduced |
| Colonial Trust Co | 72 | $10.2K | 0.00% | −22−23.4% | Reduced |
| Institute for Wealth Management, LLC. | 75 | $10.5K | 0.00% | +75 | New |
| Atlantic Edge Private Wealth Management, LLC | 78 | $11.0K | 0.00% | −19−19.6% | Reduced |
| DT Investment Partners, LLC | 80 | $11.3K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 86 | $12.1K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 88 | $12.4K | 0.00% | −8−8.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 92 | $12.8K | 0.00% | −3−3.2% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 92 | $12.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 90 | $13.0K | 0.00% | −88−49.4% | Reduced |
| Horizon Bancorp Inc | 90 | $13.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 94 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 99 | $13.2K | 0.02% | 00.0% | Unchanged |