| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Meeder Asset Management Inc | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $76 | 0.00% | +1 | New |
| MidFirst Bank | 2 | $153 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $153 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 2 | $153 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 3 | $229 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 3 | $235 | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $271 | 0.00% | −1−25.0% | Reduced |
| DecisionPoint Financial, LLC | 4 | $304 | 0.00% | +4 | New |
| Davis Capital Management | 4 | $305 | 0.00% | +4 | New |
| Motco | 5 | $381 | 0.00% | +5 | New |
| Nvest Wealth Strategies, Inc. | 5 | $382 | 0.00% | +5 | New |
| Napier Financial, LLC | 6 | $458 | 0.00% | −1−14.3% | Reduced |
| Seneschal Advisors, LLC | 6 | $458 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 6 | $458 | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $534 | 0.00% | −177−96.2% | Reduced |
| Triumph Capital Management | 7 | $534 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $535 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 7 | $535 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $610 | 0.00% | −2−20.0% | Reduced |
| Strengthening Families & Communities, LLC | 9 | $687 | 0.00% | +9 | New |
| NVWM, LLC | 10 | $763 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 11 | $839 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 12 | $915 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 13 | $992 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 14 | $1.07K | 0.00% | −21−60.0% | Reduced |
| FWL Investment Management, LLC | 15 | $1.14K | 0.00% | +15 | New |
| Clark Wealth Partners | 16 | $1.22K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 16 | $1.22K | 0.00% | +16 | New |
| Tounjian Advisory Partners, LLC | 17 | $1.33K | 0.00% | +17 | New |
| Investors Portfolio Services LLC | 18 | $1.37K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 18 | $1.37K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 18 | $1.37K | 0.00% | +7+63.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 20 | $1.53K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 21 | $1.60K | 0.00% | +21 | New |
| Dunhill Financial, LLC | 21 | $1.66K | 0.00% | −2−8.7% | Reduced |
| S&T Bank | 22 | $1.68K | 0.00% | +14+175.0% | Added |
| Financial Consulate, Inc | 26 | $1.98K | 0.00% | +6+30.0% | Added |
| Avion Wealth | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 27 | $2.06K | 0.00% | +27 | New |
| Financial Management Professionals, Inc. | 28 | $2.14K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 31 | $2.37K | 0.00% | +23+287.5% | Added |
| SJS Investment Consulting Inc. | 34 | $2.59K | 0.00% | −3−8.1% | Reduced |
| SHP Wealth Management | 35 | $2.67K | 0.00% | −6−14.6% | Reduced |
| Creative Capital Management Investments LLC | 35 | $2.67K | 0.00% | +35 | New |
| Burk Holdings LLC | 36 | $2.75K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 38 | $2.90K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 38 | $2.90K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 40 | $3.05K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 41 | $3.13K | 0.00% | +11+36.7% | Added |
| Bokf, NA | 41 | $3.13K | 0.00% | +41 | New |
| Sunrise Financial Services, LLC | 42 | $3.20K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 45 | $3.43K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 45 | $3.43K | 0.00% | +17+60.7% | Added |
| Buck Wealth Strategies, LLC | 49 | $3.73K | 0.00% | +49 | New |
| Greykasell Wealth Strategies, Inc. | 49 | $3.74K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 50 | $3.81K | 0.00% | +50 | New |
| Quarry LP | 51 | $3.89K | 0.00% | +51 | New |
| Cornerstone Financial Management LLC | 52 | $3.97K | 0.00% | +19+57.6% | Added |
| Creative Financial Designs Inc | 53 | $4.04K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 55 | $4.06K | 0.00% | +2+3.8% | Added |
| Fulcrum Asset Management LLP | 54 | $4.17K | 0.00% | +54 | New |
| Aventura Private Wealth, LLC | 57 | $4.35K | 0.00% | +57 | New |
| Quest 10 Wealth Builders, Inc. | 58 | $4.42K | 0.00% | −7−10.8% | Reduced |
| American National Bank | 60 | $4.58K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 60 | $4.58K | 0.00% | +18+42.9% | Added |
| SOA Wealth Advisors, LLC. | 60 | $4.58K | 0.00% | +60 | New |
| Gen-Wealth Partners Inc | 61 | $4.65K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 63 | $4.81K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 59 | $5.00K | 0.00% | +2+3.5% | Added |
| ZRC Wealth Management, LLC | 66 | $5.04K | 0.00% | +12+22.2% | Added |
| Gables Capital Management Inc. | 70 | $5.34K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 74 | $5.65K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 78 | $5.95K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 92 | $7.02K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 95 | $7.25K | 0.00% | +31+48.4% | Added |
| Pinnacle Bancorp, Inc. | 98 | $7.48K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $7.63K | 0.00% | −316−76.0% | Reduced |
| Asset Planning,Inc | 101 | $7.69K | 0.00% | +1+1.0% | Added |
| Kemnay Advisory Services Inc. | 109 | $8.32K | 0.00% | +6+5.8% | Added |
| EFG International AG | 109 | $8.32K | 0.00% | +109 | New |
| Synergy Investment Management, LLC | 120 | $8.88K | 0.00% | +57+90.5% | Added |
| Capital Analysts, LLC | 127 | $9.00K | 0.00% | −43−25.3% | Reduced |
| IFG Advisory, LLC | 121 | $9.23K | 0.00% | +121 | New |
| LGT Financial Advisors LLC | 122 | $9.30K | 0.05% | +1+0.8% | Added |
| Essential Partners LLC | 124 | $9.46K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 125 | $9.54K | 0.01% | +125 | New |
| JFS Wealth Advisors, LLC | 138 | $10.5K | 0.00% | +9+7.0% | Added |
| Prestige Wealth Management Group LLC | 143 | $10.9K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 155 | $11.1K | 0.00% | +155 | New |
| LRI Investments, LLC | 148 | $11.3K | 0.00% | +14+10.4% | Added |
| Guinness Atkinson Asset Management Inc | 155 | $11.8K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 166 | $12.4K | 0.00% | +166 | New |
| Bell Investment Advisors, Inc | 163 | $12.4K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 164 | $12.5K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 167 | $12.8K | 0.01% | +167 | New |