| Halbert Hargrove Global Advisors, LLC | 2 | $114 | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 3 | $163 | 0.00% | +3 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $163 | 0.00% | +3 | New |
| Maryland Capital Advisors Inc. | 3 | $164 | 0.00% | +3 | New |
| Planning Strategies Inc. | 5 | $272 | 0.00% | +5 | New |
| Motco | 6 | $326 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 7 | $381 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $385 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 8 | $435 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 8 | $436 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 8 | $436 | 0.00% | +6+300.0% | Added |
| DecisionPoint Financial, LLC | 9 | $486 | 0.00% | +9 | New |
| GHP Investment Advisors, Inc. | 9 | $490 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $490 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 9 | $490 | 0.00% | +9 | New |
| AdvisorNet Financial, Inc | 10 | $544 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 10 | $545 | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 10 | $545 | 0.00% | +10 | New |
| First Command Advisory Services, Inc. | 12 | $653 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 14 | $762 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 14 | $762 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $871 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 16 | $871 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 19 | $1.03K | 0.00% | +19 | New |
| Mosley Wealth Management | 20 | $1.09K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 20 | $1.09K | 0.00% | +20 | New |
| Meramec Financial Planners, LLC | 26 | $1.45K | 0.00% | +26 | New |
| Strengthening Families & Communities, LLC | 28 | $1.52K | 0.00% | +28 | New |
| Principia Wealth Advisory, LLC | 29 | $1.58K | 0.00% | −1−3.3% | Reduced |
| Manchester Capital Management LLC | 29 | $1.58K | 0.00% | +3+11.5% | Added |
| MidFirst Bank | 30 | $1.63K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 32 | $1.74K | 0.00% | +11+52.4% | Added |
| SHP Wealth Management | 32 | $1.74K | 0.00% | +28+700.0% | Added |
| Cornerstone Financial Management LLC | 33 | $1.80K | 0.00% | +21+175.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 35 | $1.90K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 36 | $1.96K | 0.00% | +16+80.0% | Added |
| IFG Advisory, LLC | 36 | $1.96K | 0.00% | +36 | New |
| South State Corp. | 37 | $2.01K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 37 | $2.01K | 0.00% | +37 | New |
| Raffa Wealth Management, LLC | 41 | $2.23K | 0.00% | +2+5.1% | Added |
| Dogwood Wealth Management LLC | 44 | $2.39K | 0.00% | +44 | New |
| Kilter Group LLC | 44 | $2.40K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 46 | $2.50K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 46 | $2.53K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 47 | $2.56K | 0.00% | +5+11.9% | Added |
| Key Capital Management, INC | 49 | $2.67K | 0.00% | +49 | New |
| Rakuten Securities, Inc. | 50 | $2.72K | 0.00% | +50 | New |
| DiNuzzo Private Wealth, Inc. | 52 | $2.83K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 53 | $2.88K | 0.00% | +12+29.3% | Added |
| Manning & Napier Advisors LLC | 55 | $2.98K | 0.00% | +55 | New |
| Navigoe, LLC | 72 | $3.00K | 0.00% | +15+26.3% | Added |
| Cromwell Holdings LLC | 65 | $3.54K | 0.00% | +25+62.5% | Added |
| Creative Capital Management Investments LLC | 65 | $3.54K | 0.00% | +65 | New |
| UMA Financial Services, Inc. | 67 | $3.65K | 0.00% | +39+139.3% | Added |
| Networth Advisors, LLC | 68 | $3.70K | 0.00% | +68 | New |
| MCF Advisors LLC | 70 | $3.81K | 0.00% | −810−92.0% | Reduced |
| Park Square Financial Group, LLC | 75 | $4.08K | 0.04% | −65−46.4% | Reduced |
| Rialto Wealth Management, LLC | 76 | $4.14K | 0.00% | +41+117.1% | Added |
| Meeder Asset Management Inc | 79 | $4.30K | 0.00% | −122−60.7% | Reduced |
| Pittenger & Anderson Inc | 80 | $4.35K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 80 | $4.35K | 0.00% | +80 | New |
| Altshuler Shaham Ltd | 83 | $4.52K | 0.00% | −19−18.6% | Reduced |
| Hager Investment Management Services, LLC | 86 | $4.68K | 0.00% | −15−14.9% | Reduced |
| Hughes Financial Services, LLC | 87 | $4.73K | 0.00% | +26+42.6% | Added |
| Glen Eagle Advisors, LLC | 89 | $4.84K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 90 | $4.90K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 92 | $5.00K | 0.00% | +86+1,433.3% | Added |
| Atlantic Trust, LLC | 96 | $5.22K | 0.00% | +2+2.1% | Added |
| Danske Bank A/S | 100 | $5.44K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $5.44K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $5.44K | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 100 | $5.44K | 0.00% | +100 | New |
| GW&K Investment Management, LLC | 113 | $6.00K | 0.00% | +113 | New |
| Blume Capital Management, Inc. | 115 | $6.26K | 0.00% | +115 | New |
| Valued Wealth Advisors LLC | 119 | $6.47K | 0.00% | +39+48.8% | Added |
| Phillip James Consulting Co. | 125 | $6.80K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 127 | $6.91K | 0.00% | +127 | New |
| CGC Financial Services, LLC | 128 | $6.96K | 0.00% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 129 | $7.02K | 0.01% | +129 | New |
| Quest 10 Wealth Builders, Inc. | 136 | $7.40K | 0.01% | +136 | New |
| Zions Bancorporation, National Association | 145 | $7.89K | 0.00% | +95+190.0% | Added |
| Key Financial Inc | 150 | $8.16K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 164 | $8.92K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 165 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 177 | $9.63K | 0.00% | −14−7.3% | Reduced |
| Private Trust Co NA | 183 | $9.96K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 196 | $10.6K | 0.00% | +196 | New |
| Fortitude Family Office, LLC | 195 | $10.6K | 0.00% | +31+18.9% | Added |
| Fulcrum Asset Management LLP | 198 | $10.7K | 0.00% | +198 | New |
| Trust Co | 200 | $10.9K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 201 | $10.9K | 0.00% | −9−4.3% | Reduced |
| Silver Grove Financial Group, Inc. | 204 | $11.1K | 0.01% | +204 | New |
| Caitong International Asset Management Co., Ltd | 206 | $11.2K | 0.00% | +206 | New |
| Farmers & Merchants Investments Inc | 235 | $12.8K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 244 | $13.3K | 0.00% | −92−27.4% | Reduced |
| Salem Investment Counselors Inc | 250 | $13.6K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 260 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 287 | $15.6K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 291 | $15.8K | 0.00% | −613−67.8% | Reduced |