| Roble, Belko & Company, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 33 | $0 | 0.00% | +32+3,200.0% | Added |
| Wood Tarver Financial Group, LLC | 10 | $0 | 0.00% | +10 | New |
| Coppell Advisory Solutions LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 3 | $68 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 3 | $68 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3 | $79 | 0.00% | −4−57.1% | Reduced |
| PFG Private Wealth Management, LLC | 3 | $79 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $79 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $106 | 0.00% | −1−20.0% | Reduced |
| Cornerstone Planning Group LLC | 6 | $152 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 7 | $184 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 7 | $185 | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 9 | $238 | 0.00% | +3+50.0% | Added |
| Clearstead Advisors, LLC | 9 | $242 | 0.00% | −166−94.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 12 | $316 | 0.00% | 00.0% | Unchanged |
| Capital & Planning, LLC | 13 | $342 | 0.00% | +13 | New |
| Burkett Financial Services, LLC | 15 | $395 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17 | $448 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 18 | $474 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 18 | $475 | 0.00% | −82−82.0% | Reduced |
| WealthTrak Capital Management LLC | 20 | $527 | 0.00% | +20 | New |
| Transce3nd, LLC | 24 | $632 | 0.00% | +24 | New |
| MV Capital Management, Inc. | 25 | $659 | 0.00% | +20+400.0% | Added |
| Fourth Dimension Wealth, LLC | 25 | $659 | 0.00% | +25 | New |
| Cullen/Frost Bankers, Inc. | 26 | $685 | 0.00% | −992−97.4% | Reduced |
| Huntington National Bank | 30 | $790 | 0.00% | −52−63.4% | Reduced |
| Capital Advisors, Ltd. LLC | 24 | $1.00K | 0.00% | −345−93.5% | Reduced |
| Winthrop Capital Management, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 39 | $1.03K | 0.00% | −60−60.6% | Reduced |
| Rialto Wealth Management, LLC | 39 | $1.03K | 0.00% | +39 | New |
| Lee Danner & Bass Inc | 45 | $1.19K | 0.00% | +45 | New |
| NVWM, LLC | 46 | $1.21K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 50 | $1.32K | 0.00% | +30+150.0% | Added |
| Park Place Capital Corp | 51 | $1.34K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 57 | $1.50K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 58 | $1.53K | 0.00% | −5−7.9% | Reduced |
| Farmers & Merchants Investments Inc | 59 | $1.55K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 69 | $1.82K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 72 | $1.90K | 0.00% | +72 | New |
| FSA Wealth Management LLC | 75 | $1.98K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 76 | $2.00K | 0.00% | +76 | New |
| Larson Financial Group LLC | 80 | $2.11K | 0.00% | −200−71.4% | Reduced |
| Parkside Financial Bank & Trust | 84 | $2.21K | 0.00% | +31+58.5% | Added |
| EverSource Wealth Advisors, LLC | 85 | $2.24K | 0.00% | +48+129.7% | Added |
| Bokf, NA | 91 | $2.44K | 0.00% | −130−58.8% | Reduced |
| FLP Wealth Management, LLC | 96 | $2.53K | 0.01% | +96 | New |
| Aventura Private Wealth, LLC | 97 | $2.56K | 0.00% | +97 | New |
| Cetera Trust Company, N.A | 99 | $2.61K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 101 | $2.66K | 0.00% | −405−80.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 103 | $2.71K | 0.00% | −120−53.8% | Reduced |
| Mather Group, LLC. | 103 | $2.71K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 105 | $2.77K | 0.00% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 105 | $2.77K | 0.00% | +105 | New |
| Trust Co of Vermont | 114 | $3.00K | 0.00% | −6−5.0% | Reduced |
| Sachetta, LLC | 119 | $3.13K | 0.00% | +73+158.7% | Added |
| Fairscale Capital, LLC | 127 | $3.35K | 0.00% | +127 | New |
| CoreCap Advisors, LLC | 131 | $3.45K | 0.00% | −695−84.1% | Reduced |
| West Paces Advisors Inc. | 139 | $3.66K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 143 | $3.77K | 0.00% | +143 | New |
| First Horizon Advisors, Inc. | 144 | $3.79K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 147 | $3.87K | 0.00% | −222−60.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 189 | $4.98K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 199 | $5.24K | 0.00% | −100−33.4% | Reduced |
| Stonebridge Financial Group, LLC | 200 | $5.27K | 0.00% | +200 | New |
| Main Street Group, LTD | 216 | $5.69K | 0.00% | −182−45.7% | Reduced |
| Private Trust Co NA | 230 | $6.06K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 250 | $6.58K | 0.00% | +250 | New |
| Allworth Financial LP | 265 | $6.72K | 0.00% | −448−62.8% | Reduced |
| Venturi Wealth Management, LLC | 261 | $6.88K | 0.00% | −1,489−85.1% | Reduced |
| Caitlin John, LLC | 267 | $7.03K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 275 | $7.24K | 0.00% | +275 | New |
| Capital Advisors Inc | 20,000 | $7.30K | 0.00% | +20,000 | New |
| Colonial Trust Advisors | 288 | $7.59K | 0.00% | −61−17.5% | Reduced |
| Massmutual Trust Co FSB | 294 | $7.74K | 0.00% | +114+63.3% | Added |
| Kestra Investment Management, LLC | 297 | $7.82K | 0.00% | +297 | New |
| Bartlett & Co. Wealth Management LLC | 300 | $7.90K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 300 | $7.90K | 0.01% | +300 | New |
| Ci Investments Inc. | 291 | $8.00K | 0.00% | −269−48.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 280 | $8.06K | 0.00% | −103,252−99.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 330 | $8.69K | 0.00% | −29,764−98.9% | Reduced |
| Raleigh Capital Management Inc. | 330 | $8.69K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 364 | $9.00K | 0.01% | −3,924−91.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 350 | $9.22K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 368 | $9.70K | 0.01% | +40+12.2% | Added |
| Whittier Trust Co | 374 | $9.85K | 0.00% | −21−5.3% | Reduced |
| Prestige Wealth Management Group LLC | 378 | $9.96K | 0.00% | +29+8.3% | Added |
| LGT Financial Advisors LLC | 384 | $10.1K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 392 | $10.1K | 0.00% | +12+3.2% | Added |
| Ransom Advisory, Ltd | 400 | $10.5K | 0.00% | +400 | New |
| Rise Advisors, LLC | 411 | $10.8K | 0.01% | −15−3.5% | Reduced |
| Arcadia Investment Management Corp | 426 | $11.2K | 0.00% | +426 | New |
| Beacon Capital Management, LLC | 450 | $11.9K | 0.00% | −20−4.3% | Reduced |
| Tucker Asset Management LLC | 467 | $12.3K | 0.00% | +119+34.2% | Added |
| Salem Investment Counselors Inc | 478 | $12.6K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 500 | $13.2K | 0.01% | +500 | New |
| Bogart Wealth, LLC | 515 | $13.6K | 0.00% | +400+347.8% | Added |
| Ronald Blue Trust, Inc. | 542 | $14.3K | 0.00% | −803−59.7% | Reduced |
| Umb Bank N A | 582 | $15.3K | 0.00% | +223+62.1% | Added |