| Central Trust Co | 0 | $83 | 0.00% | 0 | New |
| Toth Financial Advisory Corp | 1 | $197 | 0.00% | +1 | New |
| Eastern Bank | 1 | $197 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $197 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $197 | 0.00% | +1 | New |
| Elyxium Wealth, LLC | 1 | $197 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 2 | $393 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $393 | 0.00% | +2 | New |
| Larson Financial Group LLC | 2 | $394 | 0.00% | −1−33.3% | Reduced |
| Key Financial Inc | 2 | $394 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $394 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $394 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $394 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $394 | 0.00% | +1+100.0% | Added |
| Quaker Wealth Management, LLC | 2 | $394 | 0.00% | +2 | New |
| United Financial Planning Group LLC | 2 | $394 | 0.00% | +2 | New |
| 1015 Capital Partners, LLC | 2 | $394 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $397 | 0.00% | +2 | New |
| Rothschild Investment LLC | 2 | $445 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3 | $502 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $591 | 0.00% | +2+200.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3 | $591 | 0.00% | +3 | New |
| Breakwater Investment Management | 3 | $591 | 0.00% | +3 | New |
| Murphy & Mullick Capital Management Corp | 3 | $591 | 0.00% | +3 | New |
| Optima Capital LLC | 3 | $591 | 0.00% | +3 | New |
| SHP Wealth Management | 3 | $676 | 0.00% | +3 | New |
| Essential Partners LLC | 4 | $787 | 0.00% | −1−20.0% | Reduced |
| Sunbelt Securities, Inc. | 4 | $787 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $827 | 0.00% | +2+200.0% | Added |
| Motco | 5 | $984 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $984 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $984 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $984 | 0.00% | +5 | New |
| Avion Wealth | 6 | $1.00K | 0.00% | −2−25.0% | Reduced |
| Bare Financial Services, Inc | 6 | $1.18K | 0.00% | +6 | New |
| True Wealth Design, LLC | 6 | $1.18K | 0.00% | +2+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $1.18K | 0.00% | +5+500.0% | Added |
| Rialto Wealth Management, LLC | 7 | $1.38K | 0.00% | +2+40.0% | Added |
| JNBA Financial Advisors | 7 | $1.38K | 0.00% | +7 | New |
| Basecamp Wealth Advisors LLC | 7 | $1.44K | 0.00% | +7 | New |
| Bogart Wealth, LLC | 8 | $1.57K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 8 | $1.57K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 9 | $1.77K | 0.00% | +1+12.5% | Added |
| Quent Capital, LLC | 10 | $1.97K | 0.00% | +3+42.9% | Added |
| Hughes Financial Services, LLC | 10 | $1.97K | 0.00% | +5+100.0% | Added |
| Fortitude Family Office, LLC | 11 | $2.17K | 0.00% | +6+120.0% | Added |
| Nemes Rush Group LLC | 11 | $2.17K | 0.00% | +11 | New |
| Marquette Asset Management, LLC | 11 | $2.17K | 0.00% | +3+37.5% | Added |
| UMA Financial Services, Inc. | 13 | $2.56K | 0.00% | +3+30.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 14 | $2.76K | 0.00% | +14 | New |
| Cromwell Holdings LLC | 15 | $2.95K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 16 | $3.15K | 0.00% | +3+23.1% | Added |
| JFS Wealth Advisors, LLC | 17 | $3.35K | 0.00% | +11+183.3% | Added |
| Salomon & Ludwin, LLC | 16 | $3.62K | 0.00% | −56−77.8% | Reduced |
| NBC Securities, Inc. | 20 | $3.94K | 0.00% | −1,491−98.7% | Reduced |
| Legacy Wealth Managment, LLC | 20 | $3.94K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 20 | $3.94K | 0.00% | +20 | New |
| Cullen/Frost Bankers, Inc. | 20 | $3.94K | 0.00% | +2+11.1% | Added |
| Private Trust Co NA | 31 | $6.10K | 0.00% | −12−27.9% | Reduced |
| Quadrant Capital Group LLC | 36 | $7.09K | 0.00% | +27+300.0% | Added |
| Meeder Asset Management Inc | 45 | $8.86K | 0.00% | +31+221.4% | Added |
| Keating Financial Advisory Services, Inc. | 45 | $8.86K | 0.00% | +45 | New |
| SJS Investment Consulting Inc. | 48 | $9.45K | 0.00% | +46+2,300.0% | Added |
| Morse Asset Management, Inc | 50 | $9.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $10.4K | 0.00% | +31+140.9% | Added |
| Nisa Investment Advisors, LLC | 55 | $10.8K | 0.00% | −1,219−95.7% | Reduced |
| Bessemer Group Inc | 57 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 56 | $11.0K | 0.00% | +33+143.5% | Added |
| Chesapeake Asset Management LLC | 58 | $11.4K | 0.01% | +58 | New |
| Torren Management, LLC | 68 | $13.4K | 0.01% | +68 | New |
| SRS Capital Advisors, Inc. | 71 | $14.0K | 0.00% | −64−47.4% | Reduced |
| Zions Bancorporation, National Association | 78 | $15.4K | 0.00% | +78 | New |
| Transamerica Financial Advisors, Inc. | 80 | $15.8K | 0.00% | +76+1,900.0% | Added |
| Massmutual Trust Co FSB | 89 | $17.5K | 0.00% | 00.0% | Unchanged |
| Whi Trust Co LLC | 91 | $17.9K | 0.01% | +91 | New |
| Contravisory Investment Management, Inc. | 98 | $19.3K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 100 | $19.7K | 0.00% | −50−33.3% | Reduced |
| CoreCap Advisors, LLC | 100 | $19.7K | 0.00% | +100 | New |
| Acumen Wealth Advisors, LLC | 106 | $20.9K | 0.01% | +106 | New |
| Cape Investment Advisory, Inc. | 108 | $21.3K | 0.01% | +108 | New |
| Root Financial Partners, LLC | 110 | $21.7K | 0.00% | +60+120.0% | Added |
| Fifth Third Bancorp | 115 | $22.6K | 0.00% | −11−8.7% | Reduced |
| SBI Securities Co., Ltd. | 115 | $22.6K | 0.00% | +1+0.9% | Added |
| Reflection Asset Management | 117 | $23.0K | 0.02% | +117 | New |
| MCF Advisors LLC | 121 | $23.8K | 0.00% | +4+3.4% | Added |
| Smartleaf Asset Management LLC | 121 | $23.9K | 0.00% | +89+278.1% | Added |
| TD Waterhouse Canada Inc. | 131 | $25.8K | 0.00% | −1,580−92.3% | Reduced |
| Rossby Financial, LCC | 147 | $28.9K | 0.01% | −396−72.9% | Reduced |
| Garton & Associates Financial Advisors LLC | 151 | $29.8K | 0.02% | +151 | New |
| Northwestern Mutual Wealth Management Co | 153 | $30.1K | 0.00% | +1+0.7% | Added |
| Rakuten Securities, Inc. | 173 | $34.1K | 0.01% | −71−29.1% | Reduced |
| Ronald Blue Trust, Inc. | 178 | $35.0K | 0.00% | −290−62.0% | Reduced |
| Nomura Asset Management Co Ltd | 180 | $35.4K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $39.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 200 | $39.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 227 | $44.5K | 0.00% | −3−1.3% | Reduced |
| Anchor Investment Management, LLC | 235 | $46.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 240 | $47.2K | 0.00% | +26+12.1% | Added |
| Creative Financial Designs Inc | 250 | $49.2K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 252 | $49.6K | 0.05% | +252 | New |