| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | −37−100.0% | Reduced |
| Country Trust Bank | 1 | $172 | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 1 | $188 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2 | $344 | 0.00% | +2 | New |
| Crewe Advisors LLC | 2 | $345 | 0.00% | −6−75.0% | Reduced |
| Reuter James Wealth Management, LLC | 3 | $542 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 4 | $690 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $690 | 0.00% | +2+100.0% | Added |
| Creekmur Asset Management LLC | 5 | $862 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 5 | $1.00K | 0.00% | −2−28.6% | Reduced |
| Atwood & Palmer Inc | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $1.23K | 0.00% | −4−36.4% | Reduced |
| Raffa Wealth Management, LLC | 8 | $1.38K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $1.55K | 0.00% | −1−10.0% | Reduced |
| North Star Investment Management Corp. | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 10 | $1.72K | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 7 | $2.00K | 0.00% | −616−98.9% | Reduced |
| Penserra Capital Management LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 13 | $2.30K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $2.41K | 0.00% | −1−6.7% | Reduced |
| FSA Wealth Management LLC | 14 | $2.41K | 0.00% | +14 | New |
| Washington Trust Advisors, Inc. | 14 | $2.47K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 15 | $2.59K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 16 | $2.76K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $3.10K | 0.00% | −2−10.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 20 | $3.45K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 20 | $3.45K | 0.00% | +15+300.0% | Added |
| HBC Financial Services, PLLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $4.00K | 0.00% | +8+42.1% | Added |
| FinTrust Capital Advisors, LLC | 24 | $4.14K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 26 | $4.43K | 0.00% | −41−61.2% | Reduced |
| First Command Advisory Services, Inc. | 26 | $4.48K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 26 | $4.48K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 27 | $4.66K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 28 | $4.76K | 0.00% | +1+3.7% | Added |
| South State Corp. | 28 | $4.83K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 28 | $4.83K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 28 | $4.83K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $4.83K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 29 | $5.08K | 0.00% | +19+190.0% | Added |
| Financial Gravity Companies, Inc. | 30 | $5.17K | 0.00% | +30 | New |
| Beacon Capital Management, LLC | 31 | $5.34K | 0.00% | +31 | New |
| Bruce G. Allen Investments, LLC | 32 | $5.52K | 0.00% | −36−52.9% | Reduced |
| AdvisorNet Financial, Inc | 32 | $5.52K | 0.00% | +3+10.3% | Added |
| Asset Dedication, LLC | 34 | $5.86K | 0.00% | +6+21.4% | Added |
| Avondale Wealth Management | 35 | $6.03K | 0.00% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 35 | $6.03K | 0.00% | +35 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 38 | $6.55K | 0.01% | +38 | New |
| WR Wealth Planners, LLC | 40 | $6.95K | 0.00% | +4+11.1% | Added |
| Heritage Wealth Advisors | 41 | $7.07K | 0.00% | +41 | New |
| Eagle Bay Advisors LLC | 43 | $7.41K | 0.00% | −50−53.8% | Reduced |
| Archer Investment Corp | 50 | $8.62K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $8.62K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 50 | $8.64K | 0.00% | +50 | New |
| Prestige Wealth Management Group LLC | 51 | $8.79K | 0.00% | −3−5.6% | Reduced |
| Aspect Partners, LLC | 52 | $8.96K | 0.01% | +2+4.0% | Added |
| Umb Bank N A | 55 | $9.48K | 0.00% | +37+205.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 56 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $10.0K | 0.00% | −1−1.7% | Reduced |
| St Germain D J Co Inc | 61 | $10.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 61 | $10.5K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 61 | $10.5K | 0.01% | −8−11.6% | Reduced |
| GoalVest Advisory LLC | 62 | $10.7K | 0.00% | +62 | New |
| Frazier Financial Advisors, LLC | 63 | $10.9K | 0.01% | −29−31.5% | Reduced |
| BFSG, LLC | 64 | $11.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 66 | $11.4K | 0.00% | +1+1.5% | Added |
| American Capital Advisory, LLC | 68 | $11.7K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 74 | $12.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 71 | $12.2K | 0.00% | +71 | New |
| Ranger Investment Management, L.P. | 72 | $12.4K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 75 | $12.9K | 0.01% | −75−50.0% | Reduced |
| Rogco, LP | 75 | $12.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 78 | $13.0K | 0.00% | +6+8.3% | Added |
| Fortitude Family Office, LLC | 77 | $13.3K | 0.01% | +39+102.6% | Added |
| Hemington Wealth Management | 84 | $14.0K | 0.00% | +84 | New |
| Ancora Advisors, LLC | 82 | $14.1K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 83 | $14.3K | 0.00% | +49+144.1% | Added |
| Colonial Trust Co | 86 | $14.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 85 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 88 | $15.6K | 0.01% | +1+1.1% | Added |
| Pinnacle Bancorp, Inc. | 92 | $15.9K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 93 | $16.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 93 | $16.1K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 98 | $16.9K | 0.01% | −36−26.9% | Reduced |
| Zions Bancorporation, N.A. | 99 | $17.1K | 0.00% | −68−40.7% | Reduced |
| New Millennium Group LLC | 100 | $17.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 100 | $17.2K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 100 | $17.2K | 0.01% | +100 | New |
| Financial Avengers, Inc. | 105 | $18.1K | 0.01% | +105 | New |
| Riverview Trust Co | 110 | $19.0K | 0.02% | +5+4.8% | Added |
| Whittier Trust Co of Nevada Inc | 111 | $19.1K | 0.00% | +72+184.6% | Added |
| Farmers & Merchants Investments Inc | 112 | $19.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 117 | $20.3K | 0.01% | +1+0.9% | Added |
| Adirondack Trust Co | 120 | $20.7K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 105 | $21.0K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 122 | $21.0K | 0.03% | 00.0% | Unchanged |
| Hara Capital LLC | 122 | $21.0K | 0.01% | +122 | New |