| MV Capital Management, Inc. | 2 | $86 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 4 | $172 | 0.00% | −12−75.0% | Reduced |
| Ameriflex Group, Inc. | 6 | $257 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 7 | $300 | 0.00% | +7 | New |
| American Capital Advisory, LLC | 7 | $301 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $311 | 0.00% | +5+250.0% | Added |
| PFS Partners, LLC | 8 | $344 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $387 | 0.00% | −1−10.0% | Reduced |
| GHP Investment Advisors, Inc. | 9 | $387 | 0.00% | +9 | New |
| Investors Portfolio Services LLC | 8 | $407 | 0.00% | +8 | New |
| AdvisorNet Financial, Inc | 10 | $429 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 10 | $429 | 0.00% | +10 | New |
| First Command Advisory Services, Inc. | 12 | $515 | 0.00% | +12 | New |
| Cornerstone Financial Management LLC | 12 | $515 | 0.00% | +12 | New |
| USA Financial Portformulas Corp | 14 | $600 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 14 | $600 | 0.00% | +14 | New |
| Marquette Asset Management, LLC | 14 | $601 | 0.00% | −12−46.2% | Reduced |
| Vermillion Wealth Management, Inc. | 15 | $643 | 0.00% | +15 | New |
| SWAN Capital LLC | 15 | $643 | 0.00% | +15 | New |
| Torren Management, LLC | 16 | $686 | 0.00% | −20−55.6% | Reduced |
| Financial Management Professionals, Inc. | 16 | $686 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 16 | $687 | 0.00% | +16 | New |
| Mosley Wealth Management | 20 | $826 | 0.00% | +20 | New |
| HFM Investment Advisors, LLC | 20 | $858 | 0.00% | +3+17.6% | Added |
| Bare Financial Services, Inc | 21 | $901 | 0.00% | +21 | New |
| Winthrop Capital Management, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $1.11K | 0.00% | −15−36.6% | Reduced |
| Manchester Capital Management LLC | 26 | $1.12K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 27 | $1.16K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 28 | $1.20K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 30 | $1.29K | 0.00% | +6+25.0% | Added |
| MidFirst Bank | 30 | $1.29K | 0.00% | +30 | New |
| Steigerwald, Gordon & Koch Inc. | 35 | $1.50K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 35 | $1.50K | 0.00% | +14+66.7% | Added |
| Operose Advisors LLC | 36 | $1.54K | 0.00% | +36 | New |
| South State Corp. | 37 | $1.59K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $1.67K | 0.00% | +3+8.3% | Added |
| Cromwell Holdings LLC | 40 | $1.72K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 41 | $1.76K | 0.00% | +20+95.2% | Added |
| Retirement Wealth Solutions LLC | 42 | $1.80K | 0.00% | +7+20.0% | Added |
| Picton Mahoney Asset Management | 43 | $1.84K | 0.00% | −8,752−99.5% | Reduced |
| Lloyd Advisory Services, LLC. | 44 | $1.89K | 0.00% | +44 | New |
| Kingdom Financial Group LLC. | 44 | $1.89K | 0.00% | +44 | New |
| Kilter Group LLC | 44 | $1.89K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 46 | $1.97K | 0.00% | +46 | New |
| Dunhill Financial, LLC | 46 | $1.99K | 0.00% | +40+666.7% | Added |
| Navigoe, LLC | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 50 | $2.15K | 0.00% | +50 | New |
| DiNuzzo Private Wealth, Inc. | 52 | $2.23K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 61 | $2.62K | 0.00% | +1+1.7% | Added |
| First Pacific Financial | 65 | $2.79K | 0.00% | +17+35.4% | Added |
| Sachetta, LLC | 74 | $3.17K | 0.00% | −35−32.1% | Reduced |
| Pittenger & Anderson Inc | 80 | $3.43K | 0.00% | −80−50.0% | Reduced |
| Valued Wealth Advisors LLC | 80 | $3.43K | 0.00% | +76+1,900.0% | Added |
| Glen Eagle Advisors, LLC | 89 | $3.82K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 90 | $3.86K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 92 | $3.95K | 0.00% | +92 | New |
| Atlantic Trust, LLC | 94 | $4.03K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $4.29K | 0.00% | −1,400−93.3% | Reduced |
| JNBA Financial Advisors | 100 | $4.29K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $4.29K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 101 | $4.33K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 102 | $4.38K | 0.00% | +9+9.7% | Added |
| Sunbelt Securities, Inc. | 113 | $4.85K | 0.00% | −40−26.1% | Reduced |
| Phillip James Consulting Co. | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 128 | $5.49K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 130 | $5.58K | 0.00% | +130 | New |
| Legacy Wealth Managment, LLC | 135 | $5.79K | 0.00% | −63−31.8% | Reduced |
| Park Square Financial Group, LLC | 140 | $6.00K | 0.05% | +140 | New |
| Key Financial Inc | 150 | $6.43K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 164 | $7.03K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 164 | $7.03K | 0.00% | +105+178.0% | Added |
| Colonial Trust Co | 165 | $7.09K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 167 | $7.16K | 0.00% | +167 | New |
| Private Trust Co NA | 183 | $7.85K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 183 | $7.85K | 0.00% | +183 | New |
| Bell Investment Advisors, Inc | 191 | $8.19K | 0.00% | 00.0% | Unchanged |
| Trust Co | 200 | $8.58K | 0.00% | +200 | New |
| Meeder Asset Management Inc | 201 | $8.62K | 0.00% | +125+164.5% | Added |
| Intentional Wealth Strategies, LLC | 207 | $8.88K | 0.01% | +207 | New |
| Highline Wealth Partners LLC | 210 | $9.01K | 0.00% | +210 | New |
| Farmers & Merchants Investments Inc | 235 | $10.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 250 | $10.7K | 0.00% | +250 | New |
| Avion Wealth | 260 | $11.0K | 0.00% | −11−4.1% | Reduced |
| CVA Family Office, LLC | 270 | $11.6K | 0.00% | +247+1,073.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 275 | $11.8K | 0.00% | +275 | New |
| JFS Wealth Advisors, LLC | 280 | $12.0K | 0.00% | +6+2.2% | Added |
| Private Wealth Management Group, LLC | 287 | $12.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 300 | $12.9K | 0.00% | −2−0.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 328 | $14.1K | 0.00% | −122−27.1% | Reduced |
| 1015 Capital Partners, LLC | 333 | $14.3K | 0.01% | −10−2.9% | Reduced |
| SBI Securities Co., Ltd. | 336 | $14.4K | 0.00% | +19+6.0% | Added |
| Mather Group, LLC. | 337 | $14.5K | 0.00% | +337 | New |
| First Horizon Corp | 339 | $14.5K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 347 | $14.9K | 0.01% | +347 | New |
| Pinnacle Wealth Planning Services, Inc. | 355 | $15.2K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 371 | $15.9K | 0.01% | −412−52.6% | Reduced |
| Quent Capital, LLC | 376 | $16.1K | 0.00% | −80−17.5% | Reduced |
| Atwood & Palmer Inc | 395 | $16.9K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 395 | $16.9K | 0.00% | +395 | New |