| Sofos Investments, Inc. | 1 | $60 | 0.00% | −13−92.9% | Reduced |
| MV Capital Management, Inc. | 1 | $61 | 0.00% | +1 | New |
| Huntington National Bank | 2 | $121 | 0.00% | −29−93.5% | Reduced |
| Private Wealth Management Group, LLC | 2 | $121 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $242 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 7 | $423 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 9 | $544 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 10 | $604 | 0.00% | +10 | New |
| Seneschal Advisors, LLC | 12 | $726 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $967 | 0.00% | +5+45.5% | Added |
| McGuire Capital Advisors Inc | 16 | $967 | 0.00% | +16 | New |
| South State Corp. | 17 | $1.03K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 17 | $1.03K | 0.00% | +17 | New |
| Marquette Asset Management, LLC | 18 | $1.09K | 0.00% | +18 | New |
| Legacy Wealth Managment, LLC | 20 | $1.21K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 22 | $1.33K | 0.00% | +22 | New |
| Triumph Capital Management | 23 | $1.39K | 0.00% | +23 | New |
| Financial Management Professionals, Inc. | 24 | $1.45K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 25 | $1.51K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 26 | $1.57K | 0.00% | −14−35.0% | Reduced |
| 1015 Capital Partners, LLC | 26 | $1.57K | 0.00% | +26 | New |
| Rialto Wealth Management, LLC | 30 | $1.81K | 0.00% | +5+20.0% | Added |
| AdvisorNet Financial, Inc | 32 | $1.93K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 33 | $1.99K | 0.00% | +33 | New |
| Oakworth Capital, Inc. | 34 | $2.05K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 34 | $2.06K | 0.00% | +34 | New |
| Smartleaf Asset Management LLC | 36 | $2.22K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 38 | $2.30K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 39 | $2.36K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 42 | $2.54K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 44 | $2.66K | 0.00% | −27−38.0% | Reduced |
| Hollencrest Capital Management | 45 | $2.72K | 0.00% | +45 | New |
| Beaird Harris Wealth Management, LLC | 51 | $3.08K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 52 | $3.14K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 53 | $3.20K | 0.00% | +53 | New |
| Independence Bank of Kentucky | 55 | $3.32K | 0.00% | +55 | New |
| Bay Harbor Wealth Management, LLC | 56 | $3.38K | 0.00% | +23+69.7% | Added |
| Principia Wealth Advisory, LLC | 64 | $3.87K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $3.93K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 66 | $3.99K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 73 | $4.41K | 0.00% | +51+231.8% | Added |
| Sachetta, LLC | 77 | $4.65K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 81 | $4.89K | 0.00% | +36+80.0% | Added |
| Plante Moran Financial Advisors, LLC | 92 | $5.56K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 93 | $5.62K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 97 | $5.86K | 0.00% | +42+76.4% | Added |
| TSFG, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 100 | $6.04K | 0.00% | +100 | New |
| Rossby Financial, LCC | 103 | $6.22K | 0.00% | +79+329.2% | Added |
| First Pacific Financial | 103 | $6.22K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 108 | $6.53K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 109 | $6.59K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 111 | $6.71K | 0.00% | +69+164.3% | Added |
| New Millennium Group LLC | 112 | $6.77K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 114 | $6.89K | 0.00% | +32+39.0% | Added |
| Bell Investment Advisors, Inc | 116 | $7.01K | 0.00% | +11+10.5% | Added |
| Gilpin Wealth Management, LLC | 118 | $7.13K | 0.01% | +118 | New |
| Crews Bank & Trust | 125 | $7.55K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 128 | $7.73K | 0.00% | +124+3,100.0% | Added |
| Hager Investment Management Services, LLC | 130 | $7.86K | 0.00% | +130 | New |
| Purpose Unlimited Inc. | 132 | $7.97K | 0.00% | +132 | New |
| High Note Wealth, LLC | 135 | $8.16K | 0.00% | −2−1.5% | Reduced |
| Fortitude Family Office, LLC | 136 | $8.22K | 0.00% | −17−11.1% | Reduced |
| Atwood & Palmer Inc | 141 | $8.52K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 145 | $9.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 155 | $9.37K | 0.00% | −5,287−97.2% | Reduced |
| Abound Wealth Management | 160 | $9.67K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 166 | $10.0K | 0.00% | +166 | New |
| United Financial Planning Group LLC | 168 | $10.2K | 0.01% | +168 | New |
| Foster Dykema Cabot & Partners, LLC | 181 | $10.9K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 181 | $10.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 196 | $11.8K | 0.00% | +128+188.2% | Added |
| South Plains Financial, Inc. | 203 | $12.3K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 208 | $12.6K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 213 | $12.9K | 0.00% | −1−0.5% | Reduced |
| WPG Advisers, LLC | 216 | $13.1K | 0.01% | −76−26.0% | Reduced |
| Rakuten Securities, Inc. | 216 | $13.1K | 0.00% | +214+10,700.0% | Added |
| Geneos Wealth Management Inc. | 250 | $15.1K | 0.00% | 00.0% | Unchanged |
| Bayban | 254 | $15.3K | 0.01% | +254 | New |
| Rosenberg Matthew Hamilton | 263 | $15.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 241 | $16.0K | 0.00% | +5+2.1% | Added |
| T. Rowe Price Investment Management, Inc. | 258 | $16.0K | 0.00% | −23−8.2% | Reduced |
| Zions Bancorporation, National Association | 265 | $16.0K | 0.00% | +265 | New |
| SHP Wealth Management | 285 | $17.2K | 0.00% | +285 | New |
| Wolff Wiese Magana LLC | 290 | $17.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 295 | $17.8K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 327 | $19.8K | 0.00% | +327 | New |
| True Wealth Design, LLC | 329 | $19.9K | 0.01% | +20+6.5% | Added |
| Park Place Capital Corp | 335 | $20.2K | 0.00% | +17+5.3% | Added |
| Salomon & Ludwin, LLC | 337 | $20.8K | 0.00% | +337 | New |
| Activest Wealth Management | 348 | $21.0K | 0.00% | +214+159.7% | Added |
| Contravisory Investment Management, Inc. | 350 | $21.1K | 0.00% | 00.0% | Unchanged |
| Reflection Asset Management | 359 | $21.7K | 0.02% | +359 | New |
| CoreCap Advisors, LLC | 364 | $22.0K | 0.00% | +200+122.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 380 | $23.0K | 0.01% | +380 | New |
| Creative Financial Designs Inc | 394 | $23.8K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 394 | $23.8K | 0.00% | +394 | New |
| Tidemark, LLC | 400 | $24.2K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 400 | $24.2K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 404 | $24.4K | 0.01% | +404 | New |