| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $62 | 0.00% | +1 | New |
| Signature Equity Partners, LLC | 1 | $62 | 0.00% | +1 | New |
| Private Trust Co NA | 2 | $124 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $124 | 0.00% | +1+100.0% | Added |
| DecisionPoint Financial, LLC | 2 | $128 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 4 | $247 | 0.00% | +4 | New |
| Kingdom Financial Group LLC. | 4 | $250 | 0.00% | +4 | New |
| South State Corp. | 5 | $310 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $371 | 0.00% | −18−75.0% | Reduced |
| Smartleaf Asset Management LLC | 8 | $493 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $495 | 0.00% | +2+33.3% | Added |
| DiNuzzo Private Wealth, Inc. | 9 | $557 | 0.00% | +3+50.0% | Added |
| Tounjian Advisory Partners, LLC | 9 | $560 | 0.00% | +9 | New |
| JPL Wealth Management, LLC | 11 | $681 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 12 | $742 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $865 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 14 | $865 | 0.00% | +13+1,300.0% | Added |
| Bay Harbor Wealth Management, LLC | 15 | $927 | 0.00% | +1+7.1% | Added |
| SHP Wealth Management | 16 | $989 | 0.00% | +2+14.3% | Added |
| Avion Wealth | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | +10 | New |
| TD Private Client Wealth LLC | 17 | $1.05K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 19 | $1.17K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 20 | $1.24K | 0.00% | +20 | New |
| UMA Financial Services, Inc. | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 21 | $1.30K | 0.00% | +5+31.3% | Added |
| Rialto Wealth Management, LLC | 21 | $1.30K | 0.00% | +3+16.7% | Added |
| Creative Capital Management Investments LLC | 22 | $1.36K | 0.00% | +22 | New |
| Manchester Capital Management LLC | 22 | $1.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $1.48K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 25 | $1.55K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $1.55K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 27 | $1.67K | 0.00% | +27 | New |
| Bare Financial Services, Inc | 30 | $1.85K | 0.00% | +12+66.7% | Added |
| Cornerstone Planning Group LLC | 30 | $1.90K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 34 | $1.92K | 0.00% | +34 | New |
| Keating Financial Advisory Services, Inc. | 33 | $2.04K | 0.00% | −1−2.9% | Reduced |
| Private Wealth Management Group, LLC | 33 | $2.04K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 34 | $2.10K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 35 | $2.16K | 0.00% | +35 | New |
| SBI Securities Co., Ltd. | 36 | $2.23K | 0.00% | −5−12.2% | Reduced |
| Simplex Trading, LLC | 39 | $2.41K | 0.00% | −172−81.5% | Reduced |
| Clearstead Advisors, LLC | 41 | $2.54K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 42 | $2.60K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 46 | $2.84K | 0.00% | +46 | New |
| Byrne Asset Management LLC | 50 | $3.09K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 50 | $3.09K | 0.00% | +19+61.3% | Added |
| LRI Investments, LLC | 52 | $3.21K | 0.00% | +3+6.1% | Added |
| Cedar Mountain Advisors, LLC | 55 | $3.40K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 57 | $3.52K | 0.00% | +9+18.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 61 | $3.77K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 61 | $3.77K | 0.00% | +61 | New |
| JFS Wealth Advisors, LLC | 68 | $4.20K | 0.00% | +35+106.1% | Added |
| Frazier Financial Advisors, LLC | 70 | $4.33K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 72 | $4.45K | 0.00% | +36+100.0% | Added |
| ZRC Wealth Management, LLC | 73 | $4.51K | 0.00% | +63+630.0% | Added |
| Larson Financial Group LLC | 89 | $5.50K | 0.00% | +53+147.2% | Added |
| CVA Family Office, LLC | 95 | $5.87K | 0.00% | +55+137.5% | Added |
| Basecamp Wealth Advisors LLC | 102 | $6.31K | 0.00% | −19−15.7% | Reduced |
| Fortitude Family Office, LLC | 106 | $6.55K | 0.00% | +5+5.0% | Added |
| IFG Advisory, LLC | 118 | $7.30K | 0.00% | +118 | New |
| Highline Wealth Partners LLC | 145 | $8.96K | 0.00% | +32+28.3% | Added |
| Ronald Blue Trust, Inc. | 159 | $9.83K | 0.00% | −49−23.6% | Reduced |
| Custom Index Systems, LLC | 164 | $10.1K | 0.00% | +164 | New |
| First Horizon Corp | 190 | $11.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 212 | $13.1K | 0.00% | +212 | New |
| Harbour Investments, Inc. | 221 | $13.7K | 0.00% | +21+10.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 223 | $13.8K | 0.00% | −475−68.1% | Reduced |
| True Wealth Design, LLC | 254 | $15.7K | 0.00% | +31+13.9% | Added |
| Trust Co of Toledo NA | 272 | $16.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 285 | $17.6K | 0.00% | +285 | New |
| Birchbrook, Inc. | 294 | $18.2K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 300 | $18.5K | 0.00% | +300 | New |
| Quent Capital, LLC | 403 | $24.9K | 0.00% | −15−3.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 413 | $25.5K | 0.01% | +219+112.9% | Added |
| Umb Bank N A | 415 | $25.7K | 0.00% | −33−7.4% | Reduced |
| Assetmark, Inc | 438 | $27.1K | 0.00% | −17−3.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 514 | $31.8K | 0.00% | −871−62.9% | Reduced |
| Jones Financial Companies LLLP | 555 | $35.8K | 0.00% | +305+122.0% | Added |
| IFP Advisors, Inc | 582 | $36.0K | 0.00% | +44+8.2% | Added |
| SJS Investment Consulting Inc. | 589 | $36.4K | 0.00% | +130+28.3% | Added |
| Cullen/Frost Bankers, Inc. | 605 | $37.4K | 0.00% | +605 | New |
| Bayforest Capital Ltd | 719 | $44.4K | 0.04% | −491−40.6% | Reduced |
| Sterling Capital Management LLC | 746 | $46.1K | 0.00% | −106−12.4% | Reduced |
| First Pacific Financial | 750 | $46.4K | 0.01% | +745+14,900.0% | Added |
| Versant Capital Management, Inc | 840 | $51.9K | 0.00% | +645+330.8% | Added |
| Advisor Group Holdings, Inc. | 846 | $52.3K | 0.00% | −63−6.9% | Reduced |
| The PNC Financial Services Group, Inc. | 900 | $55.6K | 0.00% | +12+1.4% | Added |
| KBC Group NV | 900 | $56.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 916 | $56.6K | 0.00% | +169+22.6% | Added |
| Huntington National Bank | 971 | $60.0K | 0.00% | −18−1.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,024 | $63.3K | 0.00% | +32+3.2% | Added |
| Signaturefd, LLC | 1,050 | $64.9K | 0.00% | +712+210.7% | Added |
| Nisa Investment Advisors, LLC | 1,102 | $68.1K | 0.00% | +766+228.0% | Added |
| Los Angeles Capital Management LLC | 1,113 | $68.8K | 0.00% | +1,113 | New |
| Essential Partners LLC | 1,137 | $70.3K | 0.03% | −156−12.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,184 | $73.2K | 0.00% | +36+3.1% | Added |
