| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $152 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $166 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $166 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $274 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $321 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $332 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $332 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 3 | $498 | 0.00% | −21−87.5% | Reduced |
| Zions Bancorporation, National Association | 3 | $498 | 0.00% | +2+200.0% | Added |
| Hughes Financial Services, LLC | 3 | $498 | 0.00% | +2+200.0% | Added |
| Davis Capital Management | 3 | $498 | 0.00% | +3 | New |
| Cornerstone Financial Management LLC | 3 | $498 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 4 | $663 | 0.00% | +2+100.0% | Added |
| Atlantic Trust, LLC | 4 | $664 | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 5 | $830 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $996 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 6 | $996 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $996 | 0.00% | +2+50.0% | Added |
| South State Corp. | 7 | $1.16K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 7 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.16K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.16K | 0.00% | +5+250.0% | Added |
| Manning & Napier Advisors LLC | 8 | $1.28K | 0.00% | −3−27.3% | Reduced |
| Asset Dedication, LLC | 8 | $1.33K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 8 | $1.33K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 8 | $1.33K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $1.49K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 9 | $1.49K | 0.00% | +9 | New |
| Cromwell Holdings LLC | 10 | $1.66K | 0.00% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 10 | $1.66K | 0.00% | +10 | New |
| TD Private Client Wealth LLC | 11 | $1.82K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 11 | $1.82K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 11 | $1.82K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $1.83K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 13 | $2.16K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 15 | $2.49K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 16 | $2.65K | 0.00% | +16 | New |
| Tounjian Advisory Partners, LLC | 16 | $2.65K | 0.00% | +16 | New |
| True Wealth Design, LLC | 16 | $2.66K | 0.00% | +1+6.7% | Added |
| Bradley & Co. Private Wealth Management, LLC | 18 | $2.99K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $2.99K | 0.00% | +5+38.5% | Added |
| CX Institutional | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $3.15K | 0.00% | +3+18.8% | Added |
| Colonial Trust Co | 20 | $3.31K | 0.00% | −730−97.3% | Reduced |
| Farmers & Merchants Investments Inc | 21 | $3.48K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 24 | $3.98K | 0.00% | +1+4.3% | Added |
| LRI Investments, LLC | 24 | $3.98K | 0.00% | +2+9.1% | Added |
| SJS Investment Consulting Inc. | 24 | $3.98K | 0.00% | +7+41.2% | Added |
| Private Trust Co NA | 25 | $4.15K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 26 | $4.32K | 0.00% | −754−96.7% | Reduced |
| SBI Securities Co., Ltd. | 27 | $4.48K | 0.00% | +4+17.4% | Added |
| Investors Portfolio Services LLC | 28 | $4.65K | 0.00% | −1−3.4% | Reduced |
| Private Wealth Management Group, LLC | 29 | $4.81K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 31 | $5.14K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 31 | $5.14K | 0.00% | +31 | New |
| Action Point Financial Planning, LLC | 34 | $5.31K | 0.00% | +34 | New |
| Manchester Capital Management LLC | 33 | $5.48K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 34 | $5.64K | 0.00% | +6+21.4% | Added |
| Huntington National Bank | 34 | $5.64K | 0.00% | +34 | New |
| Lummis Asset Management, LP | 37 | $6.14K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 37 | $6.14K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 40 | $6.64K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 40 | $6.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $7.30K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $7.47K | 0.00% | +17+60.7% | Added |
| Planning Strategies Inc. | 50 | $8.30K | 0.01% | +50 | New |
| Caldwell Trust Co | 52 | $8.63K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 75 | $10.2K | 0.00% | +75 | New |
| Keating Financial Advisory Services, Inc. | 64 | $10.6K | 0.00% | +5+8.5% | Added |
| Copia Wealth Management | 65 | $10.8K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 67 | $11.1K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 68 | $11.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 73 | $12.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 73 | $12.1K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 74 | $12.3K | 0.00% | −463−86.2% | Reduced |
| Harbor Asset Planning, Inc. | 74 | $12.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 77 | $12.3K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 75 | $12.4K | 0.01% | +75 | New |
| Toth Financial Advisory Corp | 75 | $12.4K | 0.00% | +75 | New |
| Kemnay Advisory Services Inc. | 81 | $13.4K | 0.00% | −855−91.3% | Reduced |
| Central Trust Co | 85 | $14.1K | 0.00% | +85 | New |
| Harbour Investments, Inc. | 88 | $14.6K | 0.00% | +12+15.8% | Added |
| Corsicana & Co. | 90 | $14.9K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 104 | $15.7K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 102 | $16.9K | 0.00% | −79−43.6% | Reduced |
| Fortitude Family Office, LLC | 102 | $16.9K | 0.00% | +2+2.0% | Added |
| Simplex Trading, LLC | 114 | $18.9K | 0.00% | −186−62.0% | Reduced |
| Basecamp Wealth Advisors LLC | 123 | $20.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 151 | $22.8K | 0.00% | +1+0.7% | Added |
| First Horizon Corp | 158 | $26.2K | 0.00% | −18−10.2% | Reduced |
| Bare Financial Services, Inc | 159 | $26.4K | 0.01% | +57+55.9% | Added |
| Atlas Capital Advisors LLC | 161 | $26.7K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 162 | $26.9K | 0.00% | +162 | New |
| Global Retirement Partners, LLC | 169 | $28.0K | 0.00% | +169 | New |
| Optiver Holding B.V. | 172 | $28.5K | 0.00% | +72+72.0% | Added |
| Dakota Community Bank & Trust NA | 185 | $30.7K | 0.10% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 192 | $31.9K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 193 | $32.0K | 0.01% | 00.0% | Unchanged |