| South State Corp. | 1 | $147 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $147 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $147 | 0.00% | +1 | New |
| Mosley Wealth Management | 1 | $147 | 0.00% | +1 | New |
| Atlas Capital Advisors LLC | 2 | $293 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 2 | $293 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $304 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 3 | $440 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $440 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $441 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $591 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 4 | $604 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $734 | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 5 | $734 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 6 | $880 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $881 | 0.00% | +6 | New |
| Navigoe, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Sunrise Financial Services, LLC | 7 | $1.03K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $1.15K | 0.00% | +3+60.0% | Added |
| Brown, Lisle/Cummings, Inc. | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 8 | $1.17K | 0.00% | +8 | New |
| Fulcrum Asset Management LLP | 8 | $1.18K | 0.00% | +8 | New |
| Rossby Financial, LCC | 9 | $1.32K | 0.00% | +4+80.0% | Added |
| Ameriflex Group, Inc. | 9 | $1.32K | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 9 | $1.33K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 11 | $1.55K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 12 | $1.76K | 0.00% | −28−70.0% | Reduced |
| Bruce G. Allen Investments, LLC | 12 | $1.76K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $1.77K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 14 | $2.05K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 14 | $2.06K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $2.06K | 0.00% | +6+75.0% | Added |
| SHP Wealth Management | 14 | $2.08K | 0.00% | −5−26.3% | Reduced |
| Bayban | 15 | $2.20K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 15 | $2.21K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 15 | $2.23K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $2.35K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 17 | $2.50K | 0.00% | −3−15.0% | Reduced |
| Anchor Investment Management, LLC | 17 | $2.50K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 18 | $2.64K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 19 | $2.79K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 21 | $3.08K | 0.00% | +6+40.0% | Added |
| Rachor Investment Advisory Services, LLC | 22 | $3.18K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 22 | $3.23K | 0.00% | +22 | New |
| True Wealth Design, LLC | 24 | $3.52K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 24 | $3.52K | 0.00% | +3+14.3% | Added |
| BFSG, LLC | 25 | $3.67K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 25 | $3.67K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 26 | $3.81K | 0.00% | +26 | New |
| Zions Bancorporation, National Association | 27 | $3.96K | 0.00% | +4+17.4% | Added |
| Caldwell Sutter Capital, Inc. | 30 | $4.40K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 33 | $4.84K | 0.00% | +33 | New |
| Sachetta, LLC | 33 | $4.86K | 0.00% | +23+230.0% | Added |
| Ritter Daniher Financial Advisory LLC | 34 | $4.99K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 39 | $5.00K | 0.00% | +7+21.9% | Added |
| Cornerstone Financial Management LLC | 35 | $5.14K | 0.00% | +11+45.8% | Added |
| Transamerica Financial Advisors, Inc. | 35 | $5.14K | 0.00% | +34+3,400.0% | Added |
| Luminist Capital LLC | 37 | $5.43K | 0.01% | +37 | New |
| Bryn Mawr Trust Co | 39 | $5.72K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 40 | $5.87K | 0.00% | +12+42.9% | Added |
| LifeSteps Financial, Inc. | 41 | $6.02K | 0.00% | +41 | New |
| Clean Yield Group | 42 | $6.16K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 43 | $6.31K | 0.00% | +2+4.9% | Added |
| Southern Michigan Bank & Trust | 44 | $6.46K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $6.51K | 0.00% | −1−2.2% | Reduced |
| Albion Financial Group | 45 | $6.60K | 0.00% | −6−11.8% | Reduced |
| Manchester Capital Management LLC | 45 | $6.60K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 45 | $6.60K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 47 | $6.90K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 48 | $7.04K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $7.19K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 50 | $7.34K | 0.00% | −100−66.7% | Reduced |
| Eastern Bank | 50 | $7.34K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 50 | $7.34K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 50 | $7.34K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 50 | $7.34K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $7.34K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 52 | $7.60K | 0.00% | −4−7.1% | Reduced |
| Bare Financial Services, Inc | 54 | $7.92K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 54 | $8.00K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 55 | $8.07K | 0.01% | +55 | New |
| BankPlus Trust Department | 60 | $8.80K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 64 | $9.39K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 64 | $9.45K | 0.01% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 66 | $9.69K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 71 | $10.4K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 72 | $10.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 73 | $11.0K | 0.01% | −402−84.6% | Reduced |
| Cedar Mountain Advisors, LLC | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 75 | $11.1K | 0.01% | +75 | New |
| Strategic Wealth Partners, Ltd. | 80 | $11.7K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 80 | $11.7K | 0.00% | +2+2.6% | Added |
| MB, Levis & Associates, LLC | 82 | $12.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 83 | $12.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 84 | $12.3K | 0.01% | +16+23.5% | Added |