| Capital Advisors, Ltd. LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 4 | $0 | 0.00% | +4 | New |
| Navigoe, LLC | 12 | $0 | 0.00% | +12 | New |
| CGC Financial Services, LLC | 2 | $64 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $64 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2 | $64 | 0.00% | +2 | New |
| IMG Wealth Management, Inc. | 3 | $96 | 0.00% | +3 | New |
| Maryland Capital Advisors Inc. | 3 | $97 | 0.00% | +3 | New |
| Bartlett & Co. Wealth Management LLC | 5 | $160 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $161 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $161 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $182 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $193 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 7 | $224 | 0.00% | +7 | New |
| Signature Equity Partners, LLC | 9 | $288 | 0.00% | −23−71.9% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 9 | $288 | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 14 | $449 | 0.00% | +5+55.6% | Added |
| Tradewinds Capital Management, LLC | 15 | $481 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 15 | $481 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 16 | $492 | 0.00% | +16 | New |
| MV Capital Management, Inc. | 16 | $513 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 17 | $545 | 0.00% | +17 | New |
| Financial Consulate, Inc | 18 | $577 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 20 | $641 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 20 | $641 | 0.00% | +20 | New |
| Creative Financial Designs Inc | 22 | $705 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $737 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 23 | $737 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 24 | $769 | 0.00% | −6−20.0% | Reduced |
| Hughes Financial Services, LLC | 24 | $769 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 24 | $769 | 0.00% | +7+41.2% | Added |
| Principia Wealth Advisory, LLC | 29 | $929 | 0.00% | +7+31.8% | Added |
| Advocate Investing Services LLC | 31 | $994 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $1.03K | 0.00% | +3+10.3% | Added |
| Zions Bancorporation, National Association | 37 | $1.19K | 0.00% | −5−11.9% | Reduced |
| HFM Investment Advisors, LLC | 41 | $1.31K | 0.00% | +21+105.0% | Added |
| DiNuzzo Private Wealth, Inc. | 45 | $1.44K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 46 | $1.47K | 0.00% | +11+31.4% | Added |
| Retirement Wealth Solutions LLC | 47 | $1.50K | 0.00% | +3+6.8% | Added |
| Investors Portfolio Services LLC | 47 | $1.51K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 47 | $1.51K | 0.00% | +1+2.2% | Added |
| SHP Wealth Management | 50 | $1.60K | 0.00% | +50 | New |
| Silver Grove Financial Group, Inc. | 51 | $1.64K | 0.00% | +51 | New |
| Manning & Napier Advisors LLC | 56 | $1.79K | 0.00% | +56 | New |
| Whittier Trust Co | 57 | $1.84K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 60 | $1.92K | 0.00% | −31−34.1% | Reduced |
| Avion Wealth | 81 | $2.00K | 0.00% | −66−44.9% | Reduced |
| Westside Investment Management, Inc. | 63 | $2.02K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 68 | $2.18K | 0.00% | −28−29.2% | Reduced |
| Copia Wealth Management | 72 | $2.31K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 75 | $2.40K | 0.00% | −5,729−98.7% | Reduced |
| Basecamp Wealth Advisors LLC | 78 | $2.50K | 0.00% | +42+116.7% | Added |
| Spire Wealth Management | 81 | $2.60K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 85 | $2.72K | 0.00% | −8−8.6% | Reduced |
| Creative Capital Management Investments LLC | 86 | $2.76K | 0.00% | +86 | New |
| Atlantic Trust, LLC | 92 | $2.95K | 0.00% | −373−80.2% | Reduced |
| Cromwell Holdings LLC | 98 | $3.14K | 0.00% | +39+66.1% | Added |
| High Note Wealth, LLC | 101 | $3.24K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 111 | $3.56K | 0.00% | +60+117.6% | Added |
| Torren Management, LLC | 116 | $3.72K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 128 | $4.10K | 0.00% | +16+14.3% | Added |
| Rialto Wealth Management, LLC | 133 | $4.26K | 0.00% | +88+195.6% | Added |
| DecisionPoint Financial, LLC | 134 | $4.36K | 0.00% | +8+6.3% | Added |
| Massmutual Trust Co FSB | 143 | $4.58K | 0.00% | −37−20.6% | Reduced |
| Valued Wealth Advisors LLC | 151 | $4.84K | 0.00% | +151 | New |
| Clearstead Advisors, LLC | 160 | $5.13K | 0.00% | −225−58.4% | Reduced |
| Optiver Holding B.V. | 161 | $5.16K | 0.00% | +161 | New |
| Pinnacle Wealth Planning Services, Inc. | 163 | $5.22K | 0.00% | +25+18.1% | Added |
| Bare Financial Services, Inc | 168 | $5.38K | 0.00% | −18−9.7% | Reduced |
| Mather Group, LLC. | 199 | $6.38K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 199 | $6.38K | 0.00% | +15+8.2% | Added |
| Flagship Wealth Advisors, LLC | 200 | $6.41K | 0.00% | +200 | New |
| JFS Wealth Advisors, LLC | 217 | $6.96K | 0.00% | +9+4.3% | Added |
| Capital Analysts, LLC | 229 | $7.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 222 | $7.12K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 243 | $7.79K | 0.00% | +30+14.1% | Added |
| Owl Creek Wealth Partners LLC | 245 | $7.85K | 0.00% | −35−12.5% | Reduced |
| Farmers & Merchants Investments Inc | 250 | $8.01K | 0.00% | −5−2.0% | Reduced |
| WealthCollab, LLC | 253 | $8.11K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 261 | $8.37K | 0.00% | −3−1.1% | Reduced |
| True Wealth Design, LLC | 283 | $9.07K | 0.00% | −277−49.5% | Reduced |
| Bogart Wealth, LLC | 293 | $9.39K | 0.00% | +49+20.1% | Added |
| Quest 10 Wealth Builders, Inc. | 318 | $10.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 336 | $10.8K | 0.00% | −23−6.4% | Reduced |
| Group One Trading, L.P. | 341 | $10.9K | 0.00% | −2,721−88.9% | Reduced |
| GHP Investment Advisors, Inc. | 344 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 372 | $11.9K | 0.00% | +11+3.0% | Added |
| WPG Advisers, LLC | 377 | $12.1K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 415 | $13.3K | 0.00% | +415 | New |
| CVA Family Office, LLC | 416 | $13.3K | 0.00% | +51+14.0% | Added |
| ZRC Wealth Management, LLC | 431 | $13.8K | 0.00% | +346+407.1% | Added |
| Fortitude Family Office, LLC | 483 | $15.5K | 0.00% | +29+6.4% | Added |
| Danske Bank A/S | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 507 | $16.2K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 509 | $16.3K | 0.00% | +509 | New |
| Harbour Investments, Inc. | 558 | $17.9K | 0.00% | +8+1.5% | Added |
| Pinnacle Holdings, LLC | 594 | $19.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 600 | $19.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 636 | $20.4K | 0.00% | +57+9.8% | Added |
| Salomon & Ludwin, LLC | 653 | $21.2K | 0.00% | 00.0% | Unchanged |
