| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Coston, McIsaac & Partners | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Addison Advisors LLC | 0 | $18 | 0.00% | 0 | New |
| Quaker Wealth Management, LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $63 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $126 | 0.00% | −1−33.3% | Reduced |
| Hughes Financial Services, LLC | 2 | $126 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $184 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 3 | $189 | 0.00% | +1+50.0% | Added |
| AdvisorNet Financial, Inc | 4 | $251 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $251 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $261 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $314 | 0.00% | +2+66.7% | Added |
| Activest Wealth Management | 7 | $439 | 0.00% | −12−63.2% | Reduced |
| Principia Wealth Advisory, LLC | 7 | $439 | 0.00% | +4+133.3% | Added |
| Planning Strategies Inc. | 7 | $439 | 0.00% | +7 | New |
| Brown, Lisle/Cummings, Inc. | 8 | $502 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $613 | 0.00% | +9 | New |
| Fulcrum Asset Management LLP | 10 | $646 | 0.00% | +10 | New |
| South State Corp. | 12 | $753 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 16 | $1.00K | 0.00% | +7+77.8% | Added |
| Wealth Enhancement Trust Services, Inc. | 17 | $1.07K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 18 | $1.16K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 26 | $1.63K | 0.00% | −1−3.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 26 | $1.63K | 0.00% | +8+44.4% | Added |
| Dunhill Financial, LLC | 26 | $1.69K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 27 | $1.69K | 0.00% | +7+35.0% | Added |
| DiNuzzo Private Wealth, Inc. | 28 | $1.76K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 29 | $1.82K | 0.00% | −11−27.5% | Reduced |
| Retirement Wealth Solutions LLC | 30 | $1.88K | 0.00% | −3−9.1% | Reduced |
| Mather Group, LLC. | 33 | $2.07K | 0.00% | −51−60.7% | Reduced |
| Creative Capital Management Investments LLC | 33 | $2.07K | 0.00% | +33 | New |
| Valued Wealth Advisors LLC | 33 | $2.08K | 0.00% | +30+1,000.0% | Added |
| Silver Grove Financial Group, Inc. | 34 | $2.13K | 0.00% | +34 | New |
| Advocate Investing Services LLC | 36 | $2.26K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 36 | $2.26K | 0.00% | +8+28.6% | Added |
| Rialto Wealth Management, LLC | 41 | $2.57K | 0.00% | +15+57.7% | Added |
| Manchester Capital Management LLC | 45 | $2.82K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 45 | $2.82K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50 | $3.14K | 0.00% | +50 | New |
| SJS Investment Consulting Inc. | 51 | $3.20K | 0.00% | +18+54.5% | Added |
| Bryn Mawr Trust Co | 54 | $3.39K | 0.00% | −3−5.3% | Reduced |
| Smartleaf Asset Management LLC | 58 | $3.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $3.77K | 0.00% | +8+15.4% | Added |
| J.Safra Asset Management Corp | 60 | $3.77K | 0.00% | +60 | New |
| Bogart Wealth, LLC | 72 | $4.51K | 0.00% | +33+84.6% | Added |
| Montgomery Financial Services LLC | 75 | $4.71K | 0.00% | +75 | New |
| Quarry LP | 84 | $5.27K | 0.00% | +84 | New |
| Atlantic Trust, LLC | 87 | $5.46K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 96 | $6.02K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 96 | $6.02K | 0.00% | +56+140.0% | Added |
| Larson Financial Group LLC | 97 | $6.12K | 0.00% | +11+12.8% | Added |
| Zions Bancorporation, National Association | 99 | $6.21K | 0.00% | +55+125.0% | Added |
| Stone House Investment Management, LLC | 100 | $6.28K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 100 | $6.28K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 104 | $6.28K | 0.00% | +104 | New |
| Farmers & Merchants Investments Inc | 101 | $6.34K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 105 | $6.59K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 105 | $6.59K | 0.00% | +82+356.5% | Added |
| Rossby Financial, LCC | 108 | $6.78K | 0.00% | −316−74.5% | Reduced |
| Private Trust Co NA | 109 | $6.84K | 0.00% | −6−5.2% | Reduced |
| Acumen Wealth Advisors, LLC | 109 | $6.84K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 122 | $7.66K | 0.00% | −11,648−99.0% | Reduced |
| Quent Capital, LLC | 130 | $8.16K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 134 | $8.41K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 138 | $8.66K | 0.00% | +74+115.6% | Added |
| Ancora Advisors, LLC | 142 | $8.91K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 157 | $9.85K | 0.00% | +157 | New |
| Delta Asset Management LLC | 160 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 160 | $10.0K | 0.00% | +27+20.3% | Added |
| CVA Family Office, LLC | 161 | $10.1K | 0.00% | +37+29.8% | Added |
| Kilter Group LLC | 170 | $10.7K | 0.00% | −10−5.6% | Reduced |
| Private Wealth Asset Management, LLC | 172 | $10.8K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 178 | $10.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 178 | $11.2K | 0.00% | +7+4.1% | Added |
| C M Bidwell & Associates Ltd | 181 | $11.4K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 198 | $12.4K | 0.01% | 00.0% | Unchanged |
| Trust Co | 200 | $12.6K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 204 | $12.8K | 0.00% | +77+60.6% | Added |
| JFS Wealth Advisors, LLC | 212 | $13.3K | 0.00% | +3+1.4% | Added |
| Massmutual Trust Co FSB | 214 | $13.4K | 0.00% | −37−14.7% | Reduced |
| Essential Partners LLC | 259 | $16.3K | 0.01% | −141−35.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 264 | $16.6K | 0.00% | +1+0.4% | Added |
| Basecamp Wealth Advisors LLC | 281 | $17.6K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 283 | $17.8K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $18.8K | 0.00% | −181,659−99.8% | Reduced |
| Spire Wealth Management | 300 | $18.8K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 311 | $19.5K | 0.00% | +301+3,010.0% | Added |
| Markowski Investments | 322 | $20.2K | 0.00% | +322 | New |
| Bollard Group LLC | 330 | $21.0K | 0.00% | +1+0.3% | Added |
| Eurizon Capital SGR S.p.A. | 327 | $21.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 340 | $21.3K | 0.00% | +57+20.1% | Added |
| Byrne Asset Management LLC | 370 | $23.2K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 371 | $23.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 388 | $24.3K | 0.00% | +388 | New |
| ORG Wealth Partners, LLC | 401 | $25.2K | 0.00% | 00.0% | Unchanged |