| Private Wealth Asset Management, LLC | 1 | $201 | 0.00% | −20−95.2% | Reduced |
| Rakuten Securities, Inc. | 1 | $201 | 0.00% | −15−93.8% | Reduced |
| Davis Capital Management | 1 | $201 | 0.00% | −1−50.0% | Reduced |
| United Financial Planning Group LLC | 1 | $201 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $202 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $202 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $208 | 0.00% | +1 | New |
| ORG Partners LLC | 2 | $402 | 0.00% | −2−50.0% | Reduced |
| Trust Co | 2 | $402 | 0.00% | +2 | New |
| Cape Investment Advisory, Inc. | 2 | $402 | 0.00% | +2 | New |
| 1015 Capital Partners, LLC | 2 | $402 | 0.00% | +2 | New |
| ZRC Wealth Management, LLC | 2 | $403 | 0.00% | −8−80.0% | Reduced |
| DecisionPoint Financial, LLC | 2 | $403 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $403 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $410 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $603 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $604 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $636 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 4 | $804 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 4 | $805 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4 | $805 | 0.00% | +4 | New |
| Country Trust Bank | 5 | $1.00K | 0.00% | −1−16.7% | Reduced |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 5 | $1.01K | 0.00% | −28−84.8% | Reduced |
| Legacy Wealth Managment, LLC | 5 | $1.01K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $1.01K | 0.00% | +3+150.0% | Added |
| Curio Wealth, LLC | 5 | $1.03K | 0.00% | +5 | New |
| Montag A & Associates Inc | 5 | $1.09K | 0.00% | −18−78.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $1.21K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 7 | $1.30K | 0.00% | −34−82.9% | Reduced |
| Hughes Financial Services, LLC | 7 | $1.41K | 0.00% | −5−41.7% | Reduced |
| Ancora Advisors, LLC | 7 | $1.41K | 0.00% | −3−30.0% | Reduced |
| Principia Wealth Advisory, LLC | 7 | $1.41K | 0.00% | +1+16.7% | Added |
| Rialto Wealth Management, LLC | 7 | $1.41K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7 | $1.41K | 0.00% | +2+40.0% | Added |
| Investors Portfolio Services LLC | 8 | $1.55K | 0.00% | +8 | New |
| Fortitude Family Office, LLC | 8 | $1.61K | 0.00% | −1−11.1% | Reduced |
| Aspect Partners, LLC | 8 | $1.61K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 8 | $1.61K | 0.00% | +8 | New |
| Signature Equity Partners, LLC | 8 | $1.61K | 0.00% | +8 | New |
| South State Corp. | 8 | $1.61K | 0.00% | −12−60.0% | Reduced |
| HFM Investment Advisors, LLC | 9 | $1.81K | 0.00% | +7+350.0% | Added |
| Avion Wealth | 11 | $2.00K | 0.00% | +3+37.5% | Added |
| Cromwell Holdings LLC | 10 | $2.01K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 10 | $2.01K | 0.00% | +10 | New |
| Private Wealth Management Group, LLC | 10 | $2.01K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 11 | $2.21K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 11 | $2.21K | 0.00% | +11 | New |
| Beaird Harris Wealth Management, LLC | 11 | $2.21K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 12 | $2.39K | 0.00% | +12 | New |
| AdvisorNet Financial, Inc | 13 | $2.61K | 0.00% | +8+160.0% | Added |
| Benson Wealth Management INC | 13 | $2.61K | 0.00% | +13 | New |
| Bravera Wealth | 17 | $3.42K | 0.00% | +17 | New |
| Manchester Capital Management LLC | 17 | $3.42K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 18 | $3.62K | 0.00% | +18 | New |
| MV Capital Management, Inc. | 19 | $3.82K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 30 | $3.85K | 0.00% | +30 | New |
| Tidemark, LLC | 20 | $4.02K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $4.02K | 0.00% | −3−13.0% | Reduced |
| Sachetta, LLC | 21 | $4.22K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $4.22K | 0.00% | +2+10.5% | Added |
| Rocky Mountain Advisers, LLC | 24 | $4.82K | 0.00% | +24 | New |
| Keating Financial Advisory Services, Inc. | 24 | $4.82K | 0.00% | +24 | New |
| Bruce G. Allen Investments, LLC | 25 | $5.03K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 25 | $5.03K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 25 | $5.03K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 26 | $5.23K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 26 | $5.23K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 26 | $5.23K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 1,056 | $5.23K | 0.00% | +1,056 | New |
| Johnson Financial Group, Inc. | 27 | $5.43K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 27 | $5.43K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 30 | $6.03K | 0.00% | +13+76.5% | Added |
| Bare Financial Services, Inc | 31 | $6.23K | 0.00% | −2−6.1% | Reduced |
| Purpose Unlimited Inc. | 34 | $6.83K | 0.00% | +34 | New |
| Osbon Capital Management LLC | 34 | $6.83K | 0.01% | +34 | New |
| Elyxium Wealth, LLC | 34 | $6.83K | 0.00% | +34 | New |
| IFC & Insurance Marketing, Inc. | 35 | $7.00K | 0.01% | +35 | New |
| SWAN Capital LLC | 35 | $7.04K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 37 | $7.44K | 0.01% | +37 | New |
| Elequin Capital LP | 38 | $7.64K | 0.00% | +38 | New |
| Ronald Blue Trust, Inc. | 41 | $8.24K | 0.00% | −1−2.4% | Reduced |
| Basecamp Wealth Advisors LLC | 44 | $8.84K | 0.00% | +44 | New |
| TD Waterhouse Canada Inc. | 45 | $9.04K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 45 | $9.04K | 0.00% | −32−41.6% | Reduced |
| Grove Bank & Trust | 45 | $9.04K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 45 | $9.04K | 0.00% | +45 | New |
| Financial Network Wealth Advisors LLC | 48 | $9.65K | 0.01% | −20−29.4% | Reduced |
| Darwin Advisors, LLC | 50 | $10.1K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $10.1K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 50 | $10.1K | 0.01% | +50 | New |
| Neo Ivy Capital Management | 53 | $10.7K | 0.00% | +53 | New |
| Ossiam | 54 | $10.9K | 0.00% | +29+116.0% | Added |
| EFG International AG | 54 | $10.9K | 0.00% | +54 | New |
| Quent Capital, LLC | 57 | $11.5K | 0.00% | −201−77.9% | Reduced |
| Zions Bancorporation, National Association | 57 | $11.5K | 0.00% | +57 | New |
| Transamerica Financial Advisors, Inc. | 63 | $12.7K | 0.00% | +19+43.2% | Added |
| Activest Wealth Management | 64 | $12.9K | 0.00% | +30+88.2% | Added |
| CBIZ Investment Advisory Services, LLC | 71 | $14.3K | 0.00% | +71 | New |
| Farmers & Merchants Investments Inc | 74 | $14.9K | 0.00% | +2+2.8% | Added |