| Dogwood Wealth Management LLC | 3 | $71 | 0.00% | −49−94.2% | Reduced |
| Cape Investment Advisory, Inc. | 4 | $94 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 4 | $94 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 5 | $118 | 0.00% | −8−61.5% | Reduced |
| TFC Financial Management | 5 | $118 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 9 | $212 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 9 | $212 | 0.00% | +9 | New |
| Seneschal Advisors, LLC | 10 | $236 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 10 | $236 | 0.00% | +10 | New |
| High Note Wealth, LLC | 15 | $354 | 0.00% | −137−90.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 16 | $377 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 17 | $401 | 0.00% | −19−52.8% | Reduced |
| Whipplewood Advisors, LLC | 17 | $401 | 0.00% | +17 | New |
| HFM Investment Advisors, LLC | 18 | $425 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 20 | $472 | 0.00% | +20 | New |
| American Capital Advisory, LLC | 21 | $496 | 0.00% | +21 | New |
| Turning Point Benefit Group, Inc. | 23 | $542 | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 23 | $543 | 0.00% | +23 | New |
| Spire Wealth Management | 25 | $590 | 0.00% | −30−54.5% | Reduced |
| UMA Financial Services, Inc. | 28 | $661 | 0.00% | −8−22.2% | Reduced |
| Creative Financial Designs Inc | 30 | $708 | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 30 | $708 | 0.00% | +30 | New |
| Ancora Advisors, LLC | 31 | $731 | 0.00% | +31 | New |
| Principia Wealth Advisory, LLC | 39 | $920 | 0.00% | +3+8.3% | Added |
| Bravera Wealth | 39 | $920 | 0.00% | +39 | New |
| Comprehensive Financial Planning, Inc. | 40 | $943 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 41 | $967 | 0.00% | +41 | New |
| Hughes Financial Services, LLC | 42 | $991 | 0.00% | +42 | New |
| Ogorek Anthony Joseph | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 43 | $1.01K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 44 | $1.06K | 0.00% | −109−71.2% | Reduced |
| MV Capital Management, Inc. | 46 | $1.09K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 49 | $1.16K | 0.00% | −59−54.6% | Reduced |
| Bogart Wealth, LLC | 49 | $1.16K | 0.00% | −4−7.5% | Reduced |
| Clayton Financial Group LLC | 50 | $1.18K | 0.00% | +50 | New |
| DiNuzzo Private Wealth, Inc. | 53 | $1.25K | 0.00% | +4+8.2% | Added |
| Wilkerson Advisory Group LLC | 54 | $1.27K | 0.00% | +54 | New |
| Bay Harbor Wealth Management, LLC | 57 | $1.34K | 0.00% | +17+42.5% | Added |
| SJS Investment Consulting Inc. | 58 | $1.37K | 0.00% | +32+123.1% | Added |
| HM Payson & Co | 79 | $1.86K | 0.00% | +79 | New |
| Valley National Advisers Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 100 | $2.36K | 0.00% | −177−63.9% | Reduced |
| Prudent Man Investment Management, Inc. | 100 | $2.36K | 0.00% | −100−50.0% | Reduced |
| Barrett & Company, Inc. | 100 | $2.36K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $2.36K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 107 | $2.52K | 0.00% | +107 | New |
| Fortitude Family Office, LLC | 114 | $2.69K | 0.00% | +16+16.3% | Added |
| Brown Brothers Harriman & Co | 118 | $2.78K | 0.00% | +118 | New |
| Glen Eagle Advisors, LLC | 120 | $2.83K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 128 | $3.02K | 0.00% | +110+611.1% | Added |
| Umb Bank N A | 139 | $3.28K | 0.00% | +4+3.0% | Added |
| Farmers & Merchants Investments Inc | 140 | $3.30K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 142 | $3.35K | 0.00% | +142 | New |
| Advocate Investing Services LLC | 145 | $3.42K | 0.00% | +145 | New |
| Trifecta Capital Advisors, LLC | 157 | $3.70K | 0.00% | +157 | New |
| Hallmark Capital Management Inc | 158 | $3.73K | 0.00% | +158 | New |
| Hantz Financial Services, Inc. | 169 | $4.00K | 0.00% | −70−29.3% | Reduced |
| Princeton Global Asset Management LLC | 178 | $4.20K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 188 | $4.43K | 0.00% | +17+9.9% | Added |
| Cromwell Holdings LLC | 194 | $4.58K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 200 | $4.72K | 0.00% | −6−2.9% | Reduced |
| Community Bank, N.A. | 200 | $4.72K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 200 | $4.72K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 209 | $4.93K | 0.00% | +195+1,392.9% | Added |
| T. Rowe Price Investment Management, Inc. | 175 | $5.00K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 225 | $5.31K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 228 | $5.38K | 0.00% | −174−43.3% | Reduced |
| Aspect Partners, LLC | 235 | $5.54K | 0.00% | +235 | New |
| Elyxium Wealth, LLC | 240 | $5.66K | 0.00% | +240 | New |
| WPG Advisers, LLC | 248 | $5.85K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 250 | $5.90K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 255 | $6.01K | 0.00% | −445−63.6% | Reduced |
| CoreCap Advisors, LLC | 260 | $6.13K | 0.00% | −322−55.3% | Reduced |
| Raffa Wealth Management, LLC | 270 | $6.37K | 0.00% | +69+34.3% | Added |
| JFS Wealth Advisors, LLC | 293 | $6.91K | 0.00% | +129+78.7% | Added |
| Strategic Wealth Partners, Ltd. | 294 | $6.93K | 0.00% | +294 | New |
| Meeder Asset Management Inc | 298 | $7.03K | 0.00% | −317−51.5% | Reduced |
| Albion Financial Group | 330 | $7.79K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 349 | $8.23K | 0.00% | +153+78.1% | Added |
| Harbor Investment Advisory, LLC | 350 | $8.26K | 0.00% | −1,200−77.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 357 | $8.42K | 0.00% | +357 | New |
| Harbour Investments, Inc. | 371 | $8.75K | 0.00% | −875−70.2% | Reduced |
| FNY Investment Advisers, LLC | 400 | $9.00K | 0.00% | +400 | New |
| Webster Bank, N. A. | 399 | $9.41K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 400 | $9.44K | 0.00% | +400 | New |
| Manchester Capital Management LLC | 407 | $9.60K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 412 | $9.72K | 0.00% | −1,086−72.5% | Reduced |
| Zions Bancorporation, National Association | 430 | $10.1K | 0.00% | +430 | New |
| Union Bancaire Privee, UBP SA | 500 | $10.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 445 | $10.5K | 0.00% | −245−35.5% | Reduced |
| MCF Advisors LLC | 447 | $10.5K | 0.00% | +447 | New |
| McGuire Capital Advisors Inc | 450 | $10.6K | 0.01% | +450 | New |
| United Financial Planning Group LLC | 454 | $10.7K | 0.01% | +454 | New |
| CVA Family Office, LLC | 477 | $11.3K | 0.00% | −177−27.1% | Reduced |
| Wolff Wiese Magana LLC | 517 | $12.2K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 570 | $13.4K | 0.00% | −30−5.0% | Reduced |
| Bell Investment Advisors, Inc | 583 | $13.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 634 | $15.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 655 | $15.5K | 0.00% | +655 | New |
| Sound Income Strategies, LLC | 752 | $15.9K | 0.00% | +252+50.4% | Added |
