| Capital Advisors, Ltd. LLC | 10 | $0 | 0.00% | +10 | New |
| Tortoise Investment Management, LLC | 2 | $51 | 0.00% | +2 | New |
| PenderFund Capital Management Ltd. | 2 | $51 | 0.00% | +2 | New |
| CGC Financial Services, LLC | 2 | $51 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 4 | $103 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $129 | 0.00% | −5−50.0% | Reduced |
| Pacific Center for Financial Services | 6 | $155 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $180 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 10 | $257 | 0.00% | +10 | New |
| Sunbelt Securities, Inc. | 14 | $360 | 0.00% | +14 | New |
| Bay Harbor Wealth Management, LLC | 15 | $386 | 0.00% | +9+150.0% | Added |
| Tradewinds Capital Management, LLC | 15 | $387 | 0.00% | +15 | New |
| ZRC Wealth Management, LLC | 16 | $412 | 0.00% | +16 | New |
| Financial Consulate, Inc | 18 | $464 | 0.00% | +18 | New |
| Activest Wealth Management | 20 | $515 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 20 | $515 | 0.00% | +20 | New |
| Cromwell Holdings LLC | 21 | $541 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 21 | $541 | 0.00% | +8+61.5% | Added |
| Creative Financial Designs Inc | 22 | $566 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $592 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 23 | $592 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 24 | $651 | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 26 | $670 | 0.00% | +12+85.7% | Added |
| Raffa Wealth Management, LLC | 27 | $695 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $857 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $876 | 0.00% | +34 | New |
| Picton Mahoney Asset Management | 48 | $1.00K | 0.00% | −15,600−99.7% | Reduced |
| Cloud Capital Management, LLC | 61 | $1.00K | 0.00% | +61 | New |
| Rialto Wealth Management, LLC | 47 | $1.21K | 0.00% | +14+42.4% | Added |
| Montag A & Associates Inc | 51 | $1.31K | 0.00% | +51 | New |
| Whittier Trust Co | 58 | $1.52K | 0.00% | −101−63.5% | Reduced |
| Bruce G. Allen Investments, LLC | 63 | $1.62K | 0.00% | −1−1.6% | Reduced |
| Copia Wealth Management | 72 | $1.85K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 75 | $1.93K | 0.00% | −141−65.3% | Reduced |
| Trust Co of Vermont | 75 | $1.93K | 0.00% | +75 | New |
| Spire Wealth Management | 81 | $2.08K | 0.00% | +5+6.6% | Added |
| Wealth Preservation Advisors, LLC | 82 | $2.11K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 94 | $2.42K | 0.00% | +25+36.2% | Added |
| Central Trust Co | 96 | $2.47K | 0.00% | −186−66.0% | Reduced |
| Avion Wealth | 147 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 123 | $3.17K | 0.00% | −4−3.1% | Reduced |
| DecisionPoint Financial, LLC | 126 | $3.27K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 139 | $3.58K | 0.00% | +129+1,290.0% | Added |
| Kilter Group LLC | 146 | $3.76K | 0.00% | +146 | New |
| Ritter Daniher Financial Advisory LLC | 155 | $3.99K | 0.00% | +155 | New |
| Cedar Mountain Advisors, LLC | 164 | $4.23K | 0.00% | +2+1.2% | Added |
| Bell Investment Advisors, Inc | 166 | $4.27K | 0.00% | +52+45.6% | Added |
| Bare Financial Services, Inc | 168 | $4.32K | 0.00% | +168 | New |
| Bogart Wealth, LLC | 209 | $5.38K | 0.00% | +3+1.5% | Added |
| Farmers & Merchants Investments Inc | 210 | $5.41K | 0.00% | +35+20.0% | Added |
| UMA Financial Services, Inc. | 213 | $5.48K | 0.00% | +184+634.5% | Added |
| Private Trust Co NA | 241 | $6.20K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 253 | $6.51K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 313 | $8.06K | 0.00% | −2,405−88.5% | Reduced |
| Massmutual Trust Co FSB | 319 | $8.21K | 0.00% | −65−16.9% | Reduced |
| GHP Investment Advisors, Inc. | 344 | $8.86K | 0.00% | +344 | New |
| Stone House Investment Management, LLC | 357 | $9.19K | 0.00% | +295+475.8% | Added |
| Caitong International Asset Management Co., Ltd | 357 | $9.19K | 0.01% | +324+981.8% | Added |
| Fortitude Family Office, LLC | 367 | $9.45K | 0.00% | +253+221.9% | Added |
| Mather Group, LLC. | 369 | $9.50K | 0.00% | +369 | New |
| Riverview Trust Co | 384 | $9.88K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 410 | $10.0K | 0.00% | +149+57.1% | Added |
| Toronto Dominion Bank | 384 | $10.0K | 0.00% | +384 | New |
| WPG Advisers, LLC | 405 | $10.4K | 0.01% | −37−8.4% | Reduced |
| Advisory Services Network, LLC | 457 | $11.8K | 0.00% | +457 | New |
| Horizon Investments, LLC | 458 | $11.8K | 0.00% | +458 | New |
| Brown, Lisle/Cummings, Inc. | 507 | $13.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 515 | $13.3K | 0.00% | +65+14.4% | Added |
| Pinnacle Holdings, LLC | 592 | $15.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 600 | $15.8K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 618 | $15.9K | 0.01% | +618 | New |
| Rise Advisors, LLC | 633 | $16.3K | 0.01% | −20−3.1% | Reduced |
| Salomon & Ludwin, LLC | 653 | $17.2K | 0.00% | +653 | New |
| Brown Brothers Harriman & Co | 703 | $18.1K | 0.00% | +703 | New |
| Root Financial Partners, LLC | 830 | $21.4K | 0.00% | +830 | New |
| Clearstead Advisors, LLC | 903 | $23.2K | 0.00% | −300−24.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 909 | $23.4K | 0.00% | +366+67.4% | Added |
| Corsicana & Co. | 915 | $23.6K | 0.01% | +915 | New |
| True Wealth Design, LLC | 1,005 | $25.9K | 0.01% | +864+612.8% | Added |
| West Oak Capital, LLC | 1,097 | $28.2K | 0.01% | +1,097 | New |
| SBI Securities Co., Ltd. | 1,107 | $28.5K | 0.00% | +47+4.4% | Added |
| 1620 Investment Advisors, Inc. | 1,108 | $28.5K | 0.02% | −10−0.9% | Reduced |
| Quent Capital, LLC | 1,125 | $29.0K | 0.00% | +1,125 | New |
| First Horizon Corp | 1,187 | $30.6K | 0.00% | +1,187 | New |
| North Ridge Wealth Advisors, Inc. | 1,191 | $30.7K | 0.02% | −7−0.6% | Reduced |
| Shell Asset Management Co | 1,290 | $33.0K | 0.00% | −2,277−63.8% | Reduced |
| IFP Advisors, Inc | 1,469 | $37.8K | 0.00% | +1,291+725.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,485 | $38.0K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 1,524 | $39.2K | 0.01% | +20+1.3% | Added |
| Wealthspire Advisors, LLC | 1,604 | $41.3K | 0.00% | +1,604 | New |
| Plante Moran Financial Advisors, LLC | 1,947 | $50.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,981 | $51.0K | 0.00% | +44+2.3% | Added |
| Ameriflex Group, Inc. | 2,450 | $63.1K | 0.02% | +2,450 | New |
| Ci Investments Inc. | 2,469 | $64.0K | 0.00% | −1,428−36.6% | Reduced |
| Bellevue Asset Management, LLC | 2,543 | $65.5K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,612 | $67.2K | 0.00% | −84−3.1% | Reduced |
| Reyes Financial Architecture, Inc. | 2,623 | $67.5K | 0.05% | −478−15.4% | Reduced |
| Umb Bank N A | 2,632 | $67.7K | 0.00% | +373+16.5% | Added |
| Stephens Consulting, LLC | 2,818 | $72.5K | 0.03% | +2,818 | New |
| BFSG, LLC | 2,938 | $75.6K | 0.01% | +2,938 | New |
