| DecisionPoint Financial, LLC | 1 | $251 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $262 | 0.00% | −3−75.0% | Reduced |
| Strengthening Families & Communities, LLC | 1 | $262 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $263 | 0.00% | −17−94.4% | Reduced |
| Logan Capital Management Inc | 1 | $263 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $263 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $263 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $263 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $385 | 0.00% | −5−83.3% | Reduced |
| Rialto Wealth Management, LLC | 2 | $526 | 0.00% | −1−33.3% | Reduced |
| TFC Financial Management | 2 | $526 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 2 | $526 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $526 | 0.00% | +2 | New |
| Sellwood Investment Partners LLC | 2 | $526 | 0.00% | +2 | New |
| United Community Bank | 2 | $526 | 0.00% | +2 | New |
| Retirement Wealth Solutions LLC | 2 | $526 | 0.00% | +2 | New |
| Financial Network Wealth Advisors LLC | 3 | $789 | 0.00% | −63−95.5% | Reduced |
| First Command Advisory Services, Inc. | 3 | $789 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3 | $789 | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 3 | $789 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $789 | 0.00% | +2+200.0% | Added |
| IMG Wealth Management, Inc. | 3 | $789 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $915 | 0.00% | −5−55.6% | Reduced |
| Trust Co of Toledo NA | 4 | $1.05K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 4 | $1.05K | 0.00% | +4 | New |
| Avalon Trust Co | 4 | $1.05K | 0.00% | +4 | New |
| Turning Point Benefit Group, Inc. | 5 | $1.25K | 0.00% | +5 | New |
| Bare Financial Services, Inc | 5 | $1.31K | 0.00% | −5−50.0% | Reduced |
| NVWM, LLC | 5 | $1.31K | 0.00% | +2+66.7% | Added |
| Rakuten Securities, Inc. | 5 | $1.31K | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $1.31K | 0.00% | +3+150.0% | Added |
| Financial Consulate, Inc | 5 | $1.31K | 0.00% | +5 | New |
| Solstein Capital, LLC | 6 | $1.58K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 6 | $1.58K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 6 | $1.58K | 0.00% | +6 | New |
| Wealth Watch Advisors, INC | 6 | $1.58K | 0.00% | +6 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 6 | $1.58K | 0.00% | −104−94.5% | Reduced |
| Cloud Capital Management, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Country Trust Bank | 8 | $2.10K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $2.10K | 0.00% | +5+166.7% | Added |
| Geneos Wealth Management Inc. | 9 | $2.37K | 0.00% | −18−66.7% | Reduced |
| Principia Wealth Advisory, LLC | 9 | $2.37K | 0.00% | +5+125.0% | Added |
| Westfuller Advisors, LLC | 9 | $2.37K | 0.00% | +9 | New |
| TD Capital Management LLC | 10 | $2.63K | 0.00% | −5−33.3% | Reduced |
| Prestige Wealth Management Group LLC | 10 | $2.63K | 0.00% | −3−23.1% | Reduced |
| Marquette Asset Management, LLC | 10 | $2.63K | 0.00% | +10 | New |
| Trifecta Capital Advisors, LLC | 11 | $2.89K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 11 | $2.89K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 11 | $2.89K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 11 | $2.89K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 11 | $2.89K | 0.00% | +11 | New |
| Guerra Advisors Inc | 11 | $2.89K | 0.00% | +11 | New |
| T. Rowe Price Investment Management, Inc. | 11 | $3.00K | 0.00% | −1,263,946−100.0% | Reduced |
| DAGCO, Inc. | 12 | $3.15K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 12 | $3.15K | 0.00% | +3+33.3% | Added |
| Oakworth Capital, Inc. | 13 | $3.42K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $3.42K | 0.00% | +8+160.0% | Added |
| DiNuzzo Private Wealth, Inc. | 14 | $3.52K | 0.00% | −7−33.3% | Reduced |
| Bogart Wealth, LLC | 14 | $3.68K | 0.00% | +4+40.0% | Added |
| TruNorth Capital Management, LLC | 14 | $3.68K | 0.00% | +14 | New |
| South State Corp. | 14 | $3.68K | 0.00% | −6−30.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 15 | $3.94K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $4.00K | 0.00% | −8−32.0% | Reduced |
| Key Financial Inc | 16 | $4.02K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 16 | $4.21K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 16 | $4.21K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 16 | $4.21K | 0.00% | +16 | New |
| Groupe la Francaise | 19 | $4.23K | 0.00% | +19 | New |
| Bruce G. Allen Investments, LLC | 18 | $4.73K | 0.00% | −1−5.3% | Reduced |
| High Note Wealth, LLC | 18 | $4.73K | 0.00% | +18 | New |
| Larson Financial Group LLC | 19 | $5.00K | 0.00% | −618−97.0% | Reduced |
| Manchester Capital Management LLC | 19 | $5.00K | 0.00% | −3−13.6% | Reduced |
| Truvestments Capital LLC | 20 | $5.26K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 20 | $5.26K | 0.02% | +20 | New |
| Robbins Farley LLC | 20 | $5.26K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 22 | $5.78K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 22 | $5.78K | 0.00% | +22 | New |
| Avion Wealth | 25 | $6.00K | 0.00% | +12+92.3% | Added |
| Group One Trading, L.P. | 23 | $6.05K | 0.00% | −400−94.6% | Reduced |
| ZRC Wealth Management, LLC | 23 | $6.05K | 0.00% | +23 | New |
| Armstrong Advisory Group, Inc | 24 | $6.31K | 0.00% | −7−22.6% | Reduced |
| Abound Wealth Management | 24 | $6.31K | 0.00% | +7+41.2% | Added |
| CBIZ Investment Advisory Services, LLC | 28 | $7.36K | 0.00% | +11+64.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 29 | $7.62K | 0.00% | +20+222.2% | Added |
| JPL Wealth Management, LLC | 30 | $7.89K | 0.00% | +30 | New |
| Atlantic Trust, LLC | 31 | $8.15K | 0.00% | −17−35.4% | Reduced |
| Caitlin John, LLC | 31 | $8.15K | 0.01% | +31 | New |
| Root Financial Partners, LLC | 33 | $8.68K | 0.00% | +33 | New |
| Barnes Dennig Private Wealth Management LLC | 33 | $8.68K | 0.01% | +33 | New |
| Private Wealth Management Group, LLC | 34 | $8.94K | 0.00% | −8−19.0% | Reduced |
| Red Tortoise LLC | 34 | $8.94K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 34 | $8.94K | 0.02% | +34 | New |
| Mechanics Financial Corp | 35 | $9.20K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 35 | $9.20K | 0.01% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 35,551 | $9.35K | 0.00% | +4,051+12.9% | Added |
| Eastern Bank | 38 | $9.99K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 38 | $9.99K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 39 | $10.3K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 41 | $10.8K | 0.00% | +41 | New |
| Harbour Investments, Inc. | 42 | $11.0K | 0.00% | 00.0% | Unchanged |