| Transamerica Financial Advisors, Inc. | 2 | $147 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2 | $147 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $147 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $148 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $148 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $148 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 3 | $221 | 0.00% | +3 | New |
| Wealth Enhancement Trust Services, Inc. | 4 | $294 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $345 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 5 | $368 | 0.00% | −6−54.5% | Reduced |
| SBI Securities Co., Ltd. | 5 | $368 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $368 | 0.00% | +3+150.0% | Added |
| Vermillion Wealth Management, Inc. | 6 | $441 | 0.00% | +6 | New |
| Bare Financial Services, Inc | 6 | $441 | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 6 | $442 | 0.00% | +3+100.0% | Added |
| Valued Wealth Advisors LLC | 6 | $443 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7 | $515 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $515 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $588 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 8 | $588 | 0.00% | +8 | New |
| American Capital Advisory, LLC | 9 | $662 | 0.00% | +6+200.0% | Added |
| Hughes Financial Services, LLC | 12 | $882 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $1.10K | 0.00% | +6+66.7% | Added |
| Bogart Wealth, LLC | 15 | $1.10K | 0.00% | +15 | New |
| Prestige Wealth Management Group LLC | 15 | $1.11K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 16 | $1.18K | 0.00% | −5,492−99.7% | Reduced |
| South State Corp. | 17 | $1.25K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 18 | $1.32K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 18 | $1.32K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 18 | $1.33K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 19 | $1.40K | 0.00% | +19 | New |
| Cromwell Holdings LLC | 19 | $1.40K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $1.47K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 22 | $1.62K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $1.69K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 24 | $1.76K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 24 | $1.81K | 0.00% | +8+50.0% | Added |
| SJS Investment Consulting Inc. | 29 | $2.13K | 0.00% | +6+26.1% | Added |
| Principia Wealth Advisory, LLC | 30 | $2.21K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 31 | $2.28K | 0.00% | +31 | New |
| Marquette Asset Management, LLC | 32 | $2.35K | 0.00% | +32 | New |
| Montag A & Associates Inc | 33 | $2.47K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 35 | $2.57K | 0.00% | +35 | New |
| Archer Investment Corp | 37 | $2.72K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 37 | $2.72K | 0.00% | +8+27.6% | Added |
| North Star Investment Management Corp. | 41 | $3.01K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 44 | $3.23K | 0.00% | +9+25.7% | Added |
| Clearstead Advisors, LLC | 45 | $3.31K | 0.00% | −664−93.7% | Reduced |
| TD Capital Management LLC | 48 | $3.53K | 0.00% | +48 | New |
| Ancora Advisors, LLC | 52 | $3.82K | 0.00% | +52 | New |
| CVA Family Office, LLC | 52 | $3.82K | 0.00% | +52 | New |
| True Wealth Design, LLC | 55 | $4.04K | 0.00% | +13+31.0% | Added |
| EFG International AG | 56 | $4.12K | 0.00% | +56 | New |
| Gill Capital Partners, LLC | 61 | $4.48K | 0.00% | +61 | New |
| Cassaday & Co Wealth Management LLC | 64 | $4.71K | 0.00% | +64 | New |
| MB, Levis & Associates, LLC | 75 | $5.51K | 0.00% | −25−25.0% | Reduced |
| Fortitude Family Office, LLC | 84 | $6.17K | 0.00% | +47+127.0% | Added |
| Horizon Financial Services, LLC | 85 | $6.25K | 0.00% | +85 | New |
| Simplex Trading, LLC | 86 | $6.32K | 0.00% | +86 | New |
| Parkside Financial Bank & Trust | 88 | $6.47K | 0.00% | +33+60.0% | Added |
| Zions Bancorporation, National Association | 91 | $6.69K | 0.00% | +67+279.2% | Added |
| Wealth Preservation Advisors, LLC | 94 | $6.91K | 0.01% | +94 | New |
| Atlantic Edge Private Wealth Management, LLC | 100 | $7.35K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 104 | $7.36K | 0.00% | +104 | New |
| JFS Wealth Advisors, LLC | 101 | $7.43K | 0.00% | +7+7.4% | Added |
| Farmers & Merchants Investments Inc | 114 | $8.38K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 121 | $8.89K | 0.01% | +121 | New |
| Capital Advisors, Ltd. LLC | 120 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 139 | $10.2K | 0.00% | −16−10.3% | Reduced |
| Colonial Trust Co | 145 | $10.7K | 0.00% | +19+15.1% | Added |
| Rogco, LP | 151 | $11.1K | 0.00% | +151 | New |
| Solstein Capital, LLC | 153 | $11.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 170 | $12.5K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 181 | $13.0K | 0.00% | +15+9.0% | Added |
| International Assets Investment Management, LLC | 179 | $13.5K | 0.00% | −1,899−91.4% | Reduced |
| Assetmark, Inc | 196 | $14.4K | 0.00% | −9−4.4% | Reduced |
| Quent Capital, LLC | 210 | $15.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 214 | $15.7K | 0.00% | −5−2.3% | Reduced |
| Spire Wealth Management | 236 | $17.3K | 0.00% | −6−2.5% | Reduced |
| Eurizon Capital SGR S.p.A. | 254 | $17.7K | 0.00% | +254 | New |
| High Note Wealth, LLC | 246 | $18.1K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 250 | $18.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 254 | $18.7K | 0.00% | +254 | New |
| Cornerstone Planning Group LLC | 269 | $18.9K | 0.00% | +264+5,280.0% | Added |
| Basecamp Wealth Advisors LLC | 271 | $19.9K | 0.00% | +1+0.4% | Added |
| Ronald Blue Trust, Inc. | 279 | $20.5K | 0.00% | +220+372.9% | Added |
| Smartleaf Asset Management LLC | 304 | $21.0K | 0.00% | +174+133.8% | Added |
| RWM Asset Management, LLC | 290 | $21.3K | 0.00% | +290 | New |
| Ares Financial Consulting, LLC | 290 | $21.9K | 0.02% | +273+1,605.9% | Added |
| Danske Bank A/S | 300 | $22.1K | 0.00% | −2,300−88.5% | Reduced |
| SOA Wealth Advisors, LLC. | 304 | $22.3K | 0.00% | +37+13.9% | Added |
| V-Square Quantitative Management LLC | 309 | $22.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 313 | $23.0K | 0.00% | +152+94.4% | Added |
| Whittier Trust Co | 324 | $24.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 346 | $25.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 362 | $26.6K | 0.01% | −27−6.9% | Reduced |
| Innovative Asset Advisors Group, LLC | 368 | $27.1K | 0.02% | +368 | New |
| Valley National Advisers Inc | 405 | $29.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 414 | $31.1K | 0.00% | 00.0% | Unchanged |