| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $86 | 0.00% | +1 | New |
| 1015 Capital Partners, LLC | 1 | $89 | 0.00% | −1−50.0% | Reduced |
| Seneschal Advisors, LLC | 1 | $89 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1 | $89 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $89 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1 | $89 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $89 | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 1 | $89 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $89 | 0.00% | +1 | New |
| Country Trust Bank | 2 | $177 | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2 | $177 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $177 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $177 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $178 | 0.00% | −1−33.3% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $178 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $178 | 0.00% | +1+100.0% | Added |
| NBT Bank N A | 3 | $266 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 3 | $266 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $266 | 0.00% | +1+50.0% | Added |
| Creative Capital Management Investments LLC | 3 | $266 | 0.00% | +3 | New |
| Graney & King, LLC | 4 | $355 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 4 | $355 | 0.00% | +4 | New |
| SHP Wealth Management | 5 | $444 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $444 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $444 | 0.00% | +5 | New |
| Buck Wealth Strategies, LLC | 5 | $444 | 0.00% | +5 | New |
| Robinswood Financial LLC | 6 | $532 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 6 | $532 | 0.00% | +5+500.0% | Added |
| Basecamp Wealth Advisors LLC | 7 | $621 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 7 | $621 | 0.00% | +7 | New |
| Essential Partners LLC | 8 | $710 | 0.00% | −4−33.3% | Reduced |
| Bell Investment Advisors, Inc | 8 | $710 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 8 | $710 | 0.00% | +6+300.0% | Added |
| William B. Walkup & Associates, Inc. | 9 | $798 | 0.00% | 00.0% | Unchanged |
| GGM Financials LLC | 9 | $798 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9 | $798 | 0.00% | +4+80.0% | Added |
| MV Capital Management, Inc. | 9 | $799 | 0.00% | +1+12.5% | Added |
| Aspect Partners, LLC | 10 | $878 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $887 | 0.00% | +2+25.0% | Added |
| Compass Financial Management LLC | 10 | $887 | 0.00% | +10 | New |
| Owl Creek Wealth Partners LLC | 10 | $888 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $976 | 0.00% | −3−21.4% | Reduced |
| Park Place Capital Corp | 11 | $976 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 12 | $1.06K | 0.00% | −79−86.8% | Reduced |
| Davis Capital Management | 12 | $1.06K | 0.00% | +6+100.0% | Added |
| Noble Wealth Management PBC | 14 | $1.24K | 0.00% | +14 | New |
| CVA Family Office, LLC | 15 | $1.33K | 0.00% | −3−16.7% | Reduced |
| Larson Financial Group LLC | 17 | $1.52K | 0.00% | +15+750.0% | Added |
| GWM Advisors LLC | 17 | $1.52K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 18 | $1.60K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 19 | $1.69K | 0.00% | +15+375.0% | Added |
| Activest Wealth Management | 20 | $1.77K | 0.00% | −58−74.4% | Reduced |
| Ameriflex Group, Inc. | 20 | $1.77K | 0.00% | +16+400.0% | Added |
| Cornerstone Planning Group LLC | 24 | $1.94K | 0.00% | −4−14.3% | Reduced |
| Umb Bank N A | 23 | $2.04K | 0.00% | +16+228.6% | Added |
| Atlantic Trust, LLC | 23 | $2.04K | 0.00% | +23 | New |
| Ares Financial Consulting, LLC | 24 | $2.13K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 24 | $2.13K | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 24 | $2.13K | 0.00% | +20+500.0% | Added |
| Brown Brothers Harriman & Co | 25 | $2.22K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 26 | $2.31K | 0.00% | −12−31.6% | Reduced |
| Raffa Wealth Management, LLC | 29 | $2.57K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 33 | $2.93K | 0.00% | −24−42.1% | Reduced |
| AE Wealth Management LLC | 34 | $3.02K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 35 | $3.10K | 0.00% | +34+3,400.0% | Added |
| Institute for Wealth Management, LLC. | 35 | $3.10K | 0.00% | +35 | New |
| Cullen/Frost Bankers, Inc. | 43 | $3.81K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 48 | $4.26K | 0.00% | +8+20.0% | Added |
| BFSG, LLC | 51 | $4.57K | 0.00% | +29+131.8% | Added |
| Penserra Capital Management LLC | 63 | $5.00K | 0.00% | +5+8.6% | Added |
| Horizon Kinetics Asset Management LLC | 57 | $5.06K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 61 | $5.41K | 0.00% | −32−34.4% | Reduced |
| Los Angeles Capital Management LLC | 62 | $5.50K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 63 | $5.59K | 0.00% | +51+425.0% | Added |
| Steward Partners Investment Advisory, LLC | 66 | $5.86K | 0.00% | −4−5.7% | Reduced |
| WPG Advisers, LLC | 72 | $6.39K | 0.00% | −8−10.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 72 | $6.39K | 0.00% | +21+41.2% | Added |
| Armstrong Advisory Group, Inc | 72 | $6.39K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 74 | $6.57K | 0.00% | +65+722.2% | Added |
| TD Private Client Wealth LLC | 75 | $6.65K | 0.00% | −5−6.3% | Reduced |
| Private Wealth Asset Management, LLC | 76 | $6.74K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 77 | $6.83K | 0.00% | −10−11.5% | Reduced |
| Parallel Advisors, LLC | 78 | $6.92K | 0.00% | +63+420.0% | Added |
| Allspring Global Investments Holdings, LLC | 83 | $7.20K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 99 | $8.75K | 0.00% | +1+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 102 | $9.05K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 114 | $10.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 117 | $10.4K | 0.00% | +39+50.0% | Added |
| California State Teachers Retirement System | 127 | $11.3K | 0.00% | −388−75.3% | Reduced |
| Zions Bancorporation, National Association | 143 | $12.7K | 0.00% | −105−42.3% | Reduced |
| MetLife Investment Management | 146 | $13.0K | 0.00% | −8−5.2% | Reduced |
| EverSource Wealth Advisors, LLC | 147 | $13.1K | 0.00% | −33−18.3% | Reduced |
| Ogorek Anthony Joseph | 162 | $14.0K | 0.00% | +160+8,000.0% | Added |
| Allworth Financial LP | 176 | $15.6K | 0.00% | +101+134.7% | Added |
| Harbour Investments, Inc. | 187 | $16.6K | 0.00% | +87+87.0% | Added |
| Wall Street Access Asset Management, LLC | 188 | $16.7K | 0.00% | +92+95.8% | Added |
| Smartleaf Asset Management LLC | 190 | $17.0K | 0.00% | 00.0% | Unchanged |
