| Roble, Belko & Company, Inc | 16 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 12 | $0 | 0.00% | +12 | New |
| Evolution Advisers, Inc. | 8 | $0 | 0.00% | +8 | New |
| Navigoe, LLC | 40 | $0 | 0.00% | +40 | New |
| Darwin Advisors, LLC | 0 | $11 | 0.00% | 0 | New |
| Tounjian Advisory Partners, LLC | 1 | $12 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 3 | $57 | 0.00% | +3 | New |
| Cheviot Value Management, LLC | 5 | $96 | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 5 | $96 | 0.00% | +5 | New |
| MidFirst Bank | 8 | $153 | 0.00% | −44−84.6% | Reduced |
| FWL Investment Management, LLC | 8 | $153 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 8 | $153 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 8 | $153 | 0.00% | +8 | New |
| Central Pacific Bank - Trust Division | 10 | $191 | 0.00% | +10 | New |
| 3 Factor Indexing, LLC | 10 | $192 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 10 | $196 | 0.00% | +10 | New |
| Tidemark, LLC | 12 | $229 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 14 | $276 | 0.00% | +14 | New |
| Cassaday & Co Wealth Management LLC | 17 | $325 | 0.00% | −211−92.5% | Reduced |
| United Community Bank | 19 | $363 | 0.00% | −1,584−98.8% | Reduced |
| Compass Financial Management LLC | 19 | $363 | 0.00% | +19 | New |
| Mosley Wealth Management | 20 | $382 | 0.00% | +20 | New |
| Strategic Wealth Partners, Ltd. | 21 | $401 | 0.00% | −56−72.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $401 | 0.00% | +20+2,000.0% | Added |
| Seneschal Advisors, LLC | 21 | $402 | 0.00% | +1+5.0% | Added |
| West Paces Advisors Inc. | 22 | $420 | 0.00% | +22 | New |
| Dunhill Financial, LLC | 24 | $476 | 0.00% | +20+500.0% | Added |
| DecisionPoint Financial, LLC | 25 | $484 | 0.00% | −12−32.4% | Reduced |
| Breakwater Investment Management | 31 | $593 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 32 | $612 | 0.00% | −180−84.9% | Reduced |
| Synergy Investment Management, LLC | 35 | $669 | 0.00% | −80−69.6% | Reduced |
| Security National Bank of Sioux City Iowa | 36 | $688 | 0.00% | +36 | New |
| Tompkins Financial Corp | 40 | $764 | 0.00% | −40−50.0% | Reduced |
| Evolution Wealth Management Inc. | 44 | $841 | 0.00% | +44 | New |
| Aspect Partners, LLC | 47 | $898 | 0.00% | +1+2.2% | Added |
| IMG Wealth Management, Inc. | 47 | $898 | 0.00% | +4+9.3% | Added |
| Centennial Bank | 50 | $956 | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 50 | $956 | 0.00% | +50 | New |
| 1015 Capital Partners, LLC | 53 | $1.01K | 0.00% | −1,159−95.6% | Reduced |
| Purpose Unlimited Inc. | 55 | $1.05K | 0.00% | −53−49.1% | Reduced |
| Quaker Wealth Management, LLC | 55 | $1.05K | 0.00% | +9+19.6% | Added |
| Elevated Capital Advisors, LLC | 56 | $1.07K | 0.00% | +56 | New |
| Plante Moran Financial Advisors, LLC | 59 | $1.13K | 0.00% | +19+47.5% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 60 | $1.15K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 60 | $1.15K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 60 | $1.15K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 60 | $1.15K | 0.00% | +60 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 61 | $1.17K | 0.00% | +61 | New |
| Roxbury Financial LLC | 62 | $1.19K | 0.00% | +1+1.6% | Added |
| WPG Advisers, LLC | 64 | $1.22K | 0.00% | +64 | New |
| Dogwood Wealth Management LLC | 67 | $1.28K | 0.00% | +54+415.4% | Added |
| Princeton Global Asset Management LLC | 70 | $1.34K | 0.00% | −865−92.5% | Reduced |
| Richardson Financial Services Inc. | 73 | $1.40K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 74 | $1.41K | 0.00% | +40+117.6% | Added |
| JNBA Financial Advisors | 77 | $1.47K | 0.00% | +77 | New |
| GoalVest Advisory LLC | 78 | $1.49K | 0.00% | +78 | New |
| Ankerstar Wealth, LLC | 80 | $1.53K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 88 | $1.68K | 0.00% | −13−12.9% | Reduced |
| HFM Investment Advisors, LLC | 93 | $1.78K | 0.00% | +57+158.3% | Added |
| SOA Wealth Advisors, LLC. | 96 | $1.83K | 0.00% | −385−80.0% | Reduced |
| Horizon Financial Services, LLC | 100 | $1.91K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $1.91K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 100 | $1.91K | 0.00% | +100 | New |
| PFS Partners, LLC | 109 | $2.08K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 114 | $2.18K | 0.00% | +49+75.4% | Added |
| Leonteq Securities AG | 116 | $2.22K | 0.00% | −412−78.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 117 | $2.24K | 0.00% | +3+2.6% | Added |
| American Capital Advisory, LLC | 125 | $2.39K | 0.00% | +41+48.8% | Added |
| Spectrum Wealth Advisory Group, LLC | 126 | $2.40K | 0.00% | +126 | New |
| Gill Capital Partners, LLC | 128 | $2.45K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 128 | $2.45K | 0.00% | +16+14.3% | Added |
| Clark Wealth Partners | 134 | $2.56K | 0.00% | +40+42.6% | Added |
| Signature Equity Partners, LLC | 138 | $2.63K | 0.00% | −24−14.8% | Reduced |
| Highline Wealth Partners LLC | 140 | $2.67K | 0.00% | +139+13,900.0% | Added |
| Creative Capital Management Investments LLC | 143 | $2.73K | 0.00% | +143 | New |
| Planning Strategies Inc. | 148 | $2.83K | 0.00% | +148 | New |
| Steigerwald, Gordon & Koch Inc. | 151 | $2.89K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 153 | $2.92K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 162 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 160 | $3.06K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 160 | $3.06K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 173 | $3.31K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 176 | $3.36K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 177 | $3.38K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 184 | $3.52K | 0.00% | +184 | New |
| South State Corp. | 187 | $3.57K | 0.00% | −53−22.1% | Reduced |
| Providence Capital Advisors, LLC | 187 | $3.57K | 0.00% | +187 | New |
| Principia Wealth Advisory, LLC | 197 | $3.77K | 0.00% | +12+6.5% | Added |
| Bay Harbor Wealth Management, LLC | 197 | $3.77K | 0.00% | +39+24.7% | Added |
| Truvestments Capital LLC | 207 | $3.96K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 209 | $4.00K | 0.00% | +83+65.9% | Added |
| Activest Wealth Management | 212 | $4.05K | 0.00% | −1,053−83.2% | Reduced |
| Sachetta, LLC | 215 | $4.11K | 0.00% | −224−51.0% | Reduced |
| West Branch Capital LLC | 215 | $4.11K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 216 | $4.13K | 0.00% | +48+28.6% | Added |
| Caldwell Trust Co | 222 | $4.24K | 0.00% | +46+26.1% | Added |
| Prosperity Bancshares Inc | 237 | $4.53K | 0.00% | −15−6.0% | Reduced |
| Nemes Rush Group LLC | 237 | $4.53K | 0.00% | +237 | New |