| WestEnd Advisors, LLC | 1 | $100 | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 1 | $100 | 0.00% | +1 | New |
| Blume Capital Management, Inc. | 1 | $101 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $200 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $200 | 0.00% | +2 | New |
| Cassaday & Co Wealth Management LLC | 2 | $201 | 0.00% | +2 | New |
| Operose Advisors LLC | 3 | $300 | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 3 | $300 | 0.00% | +3 | New |
| TopTier Wealth Management, LLC | 3 | $300 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $301 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $301 | 0.00% | +3 | New |
| Bare Financial Services, Inc | 5 | $500 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $501 | 0.00% | −2−28.6% | Reduced |
| Quaker Wealth Management, LLC | 5 | $501 | 0.00% | +2+66.7% | Added |
| Financial Management Professionals, Inc. | 6 | $601 | 0.00% | −53−89.8% | Reduced |
| TFC Financial Management | 6 | $601 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 6 | $601 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 6 | $601 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 6 | $601 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $601 | 0.00% | +3+100.0% | Added |
| HFM Investment Advisors, LLC | 6 | $601 | 0.00% | +5+500.0% | Added |
| Clark Wealth Partners | 7 | $701 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $801 | 0.00% | +2+33.3% | Added |
| Vermillion Wealth Management, Inc. | 8 | $801 | 0.00% | +8 | New |
| Wall Street Financial Group, Inc. | 9 | $901 | 0.00% | +9 | New |
| MidFirst Bank | 10 | $1.00K | 0.00% | +10 | New |
| Portus Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Kilter Group LLC | 11 | $1.10K | 0.00% | +6+120.0% | Added |
| Principia Wealth Advisory, LLC | 11 | $1.10K | 0.00% | +8+266.7% | Added |
| Sound Income Strategies, LLC | 11 | $1.11K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 12 | $1.20K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $1.20K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 12 | $1.20K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $1.40K | 0.00% | +8+133.3% | Added |
| Bayban | 14 | $1.40K | 0.00% | +14 | New |
| Dunhill Financial, LLC | 14 | $1.46K | 0.00% | +10+250.0% | Added |
| McGuire Capital Advisors Inc | 16 | $1.60K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 16 | $1.60K | 0.00% | +16 | New |
| Kingdom Financial Group LLC. | 16 | $1.60K | 0.00% | +16 | New |
| South State Corp. | 17 | $1.70K | 0.00% | −34−66.7% | Reduced |
| Colonial Trust Co | 17 | $1.70K | 0.00% | +14+466.7% | Added |
| Quest 10 Wealth Builders, Inc. | 18 | $1.80K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 18 | $1.80K | 0.00% | +18 | New |
| Winthrop Capital Management, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 20 | $2.00K | 0.00% | +20 | New |
| Park Square Financial Group, LLC | 20 | $2.00K | 0.02% | −29−59.2% | Reduced |
| Golden State Wealth Management, LLC | 20 | $2.00K | 0.00% | −16−44.4% | Reduced |
| Financial Consulate, Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 22 | $2.20K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 23 | $2.30K | 0.00% | −193−89.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 23 | $2.30K | 0.00% | +19+475.0% | Added |
| MV Capital Management, Inc. | 23 | $2.30K | 0.00% | +4+21.1% | Added |
| Rialto Wealth Management, LLC | 23 | $2.30K | 0.00% | +14+155.6% | Added |
| Bruce G. Allen Investments, LLC | 24 | $2.40K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 25 | $2.50K | 0.00% | −52−67.5% | Reduced |
| Vision Retirement, LLC | 25 | $2.50K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 25 | $2.50K | 0.00% | +25 | New |
| Clayton Financial Group LLC | 27 | $2.70K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $2.80K | 0.00% | +6+27.3% | Added |
| Retirement Wealth Solutions LLC | 29 | $2.90K | 0.00% | +9+45.0% | Added |
| Avion Wealth | 35 | $3.00K | 0.00% | −5−12.5% | Reduced |
| Rossby Financial, LCC | 33 | $3.33K | 0.00% | +10+43.5% | Added |
| Valued Wealth Advisors LLC | 34 | $3.40K | 0.00% | +28+466.7% | Added |
| SHP Wealth Management | 35 | $3.50K | 0.00% | +7+25.0% | Added |
| ZRC Wealth Management, LLC | 36 | $3.60K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 37 | $3.71K | 0.00% | +20+117.6% | Added |
| Altshuler Shaham Ltd | 39 | $3.90K | 0.00% | +39 | New |
| Valley National Advisers Inc | 47 | $4.00K | 0.00% | +2+4.4% | Added |
| LRI Investments, LLC | 42 | $4.20K | 0.00% | +42 | New |
| Sachetta, LLC | 43 | $4.30K | 0.00% | +43 | New |
| Brown, Lisle/Cummings, Inc. | 45 | $4.50K | 0.00% | +45 | New |
| United Community Bank | 45 | $4.50K | 0.00% | +45 | New |
| RWM Asset Management, LLC | 47 | $4.70K | 0.00% | +47 | New |
| Delos Wealth Advisors, LLC | 47 | $4.71K | 0.00% | +47 | New |
| Graney & King, LLC | 48 | $4.80K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 49 | $4.91K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 59 | $5.91K | 0.00% | +59 | New |
| Prestige Wealth Management Group LLC | 60 | $6.01K | 0.00% | −28−31.8% | Reduced |
| Toth Financial Advisory Corp | 70 | $7.01K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 72 | $7.21K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 72 | $7.21K | 0.00% | −32−30.8% | Reduced |
| Pacific Center for Financial Services | 72 | $7.21K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 81 | $8.11K | 0.00% | +55+211.5% | Added |
| Signature Equity Partners, LLC | 82 | $8.21K | 0.00% | +47+134.3% | Added |
| Farmers & Merchants Investments Inc | 84 | $8.41K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 84 | $8.41K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 84 | $8.41K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 84 | $8.41K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 85 | $8.51K | 0.00% | +85 | New |
| Keating Financial Advisory Services, Inc. | 89 | $8.91K | 0.00% | +57+178.1% | Added |
| Cornerstone Planning Group LLC | 91 | $8.97K | 0.00% | +70+333.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 90 | $9.01K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 91 | $9.11K | 0.00% | +91 | New |
| Armstrong Advisory Group, Inc | 91 | $9.11K | 0.00% | +12+15.2% | Added |
| UMA Financial Services, Inc. | 95 | $9.51K | 0.00% | +81+578.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 97 | $9.71K | 0.00% | +44+83.0% | Added |
| Miller Capital Partners, Inc. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 108 | $10.8K | 0.00% | +108 | New |
| Twin Peaks Wealth Advisors, LLC | 111 | $11.1K | 0.00% | +111 | New |