| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | −10−83.3% | Reduced |
| Raleigh Capital Management Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| IMA Wealth, Inc. | 2 | $104 | 0.00% | +2 | New |
| LGT Financial Advisors LLC | 2 | $104 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $104 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $155 | 0.00% | +3 | New |
| Legacy Wealth Managment, LLC | 3 | $156 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 3 | $156 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $156 | 0.00% | +3 | New |
| Lavaca Capital LLC | 3 | $167 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $207 | 0.00% | +2+100.0% | Added |
| Essential Partners LLC | 4 | $207 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $254 | 0.00% | −28−87.5% | Reduced |
| WestEnd Advisors, LLC | 5 | $259 | 0.00% | −1−16.7% | Reduced |
| Garde Capital, Inc. | 5 | $260 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $260 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 6 | $311 | 0.00% | −100−94.3% | Reduced |
| Activest Wealth Management | 6 | $311 | 0.00% | +5+500.0% | Added |
| Sierra Ocean, LLC | 6 | $312 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $363 | 0.00% | +4+133.3% | Added |
| Bruce G. Allen Investments, LLC | 8 | $415 | 0.00% | +4+100.0% | Added |
| Parkworth Wealth Management, Inc. | 8 | $415 | 0.00% | +6+300.0% | Added |
| ORG Partners LLC | 9 | $470 | 0.00% | −2−18.2% | Reduced |
| Transce3nd, LLC | 10 | $519 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 10 | $519 | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 10 | $533 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $571 | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $623 | 0.00% | +5+71.4% | Added |
| Fortis Group Advisors, LLC | 15 | $778 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 15 | $778 | 0.00% | −520−97.2% | Reduced |
| Trust Co of Vermont | 16 | $830 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 16 | $830 | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 17 | $881 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $934 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $986 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 17 | $1.00K | 0.00% | −21−55.3% | Reduced |
| Lazard Asset Management LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 20 | $1.00K | 0.00% | +20 | New |
| Plante Moran Financial Advisors, LLC | 21 | $1.09K | 0.00% | −503−96.0% | Reduced |
| Christopher J. Hasenberg, Inc | 21 | $1.09K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 21 | $1.09K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 22 | $1.14K | 0.00% | −275−92.6% | Reduced |
| CVA Family Office, LLC | 25 | $1.30K | 0.00% | +15+150.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 27 | $1.43K | 0.00% | +27 | New |
| Johnson Financial Group, Inc. | 28 | $1.45K | 0.00% | −489−94.6% | Reduced |
| Cape Investment Advisory, Inc. | 30 | $1.56K | 0.00% | −15−33.3% | Reduced |
| Howard Hughes Medical Institute | 30 | $1.56K | 0.00% | +30 | New |
| Kilter Group LLC | 30 | $1.56K | 0.00% | +30 | New |
| Spire Wealth Management | 31 | $1.61K | 0.00% | −692−95.7% | Reduced |
| Raffa Wealth Management, LLC | 32 | $1.66K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 32 | $1.66K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 33 | $1.71K | 0.00% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 33 | $1.71K | 0.00% | +33 | New |
| Clear Investment Research, LLC | 33 | $1.74K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 33 | $1.74K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 36 | $1.86K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 38 | $1.97K | 0.00% | +5+15.2% | Added |
| Sachetta, LLC | 44 | $2.28K | 0.00% | +16+57.1% | Added |
| South State Corp. | 50 | $2.59K | 0.00% | −164−76.6% | Reduced |
| Creative Financial Designs Inc | 51 | $2.63K | 0.00% | −15−22.7% | Reduced |
| Millstone Evans Group, LLC | 53 | $2.75K | 0.00% | −186−77.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 53 | $2.77K | 0.00% | +29+120.8% | Added |
| Rocky Mountain Advisers, LLC | 54 | $2.80K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 61 | $3.00K | 0.00% | −104−63.0% | Reduced |
| LRI Investments, LLC | 62 | $3.21K | 0.00% | +62 | New |
| JFS Wealth Advisors, LLC | 63 | $3.27K | 0.00% | +19+43.2% | Added |
| NBT Bank N A | 66 | $3.42K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 66 | $3.42K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 66 | $3.42K | 0.00% | +53+407.7% | Added |
| Evolution Wealth Management Inc. | 66 | $3.42K | 0.00% | +66 | New |
| Atlantic Edge Private Wealth Management, LLC | 66 | $3.42K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 68 | $3.53K | 0.00% | −49−41.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 71 | $3.68K | 0.00% | +71 | New |
| Sound Income Strategies, LLC | 72 | $3.73K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 73 | $3.79K | 0.00% | +4+5.8% | Added |
| Atlantic Union Bankshares Corp | 75 | $3.89K | 0.00% | +75 | New |
| Signature Resources Capital Management, LLC | 76 | $3.94K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 77 | $3.99K | 0.00% | +1+1.3% | Added |
| Compass Financial Services Inc | 79 | $4.08K | 0.00% | +1+1.3% | Added |
| Salem Investment Counselors Inc | 87 | $4.51K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 90 | $4.67K | 0.00% | +90 | New |
| Clear Street Markets LLC | 95 | $4.93K | 0.00% | −1,106−92.1% | Reduced |
| Coston, McIsaac & Partners | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 105 | $5.00K | 0.00% | +105 | New |
| Grove Bank & Trust | 100 | $5.18K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 100 | $5.18K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $5.18K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 100 | $5.18K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $5.18K | 0.00% | +100 | New |
| Oakworth Capital, Inc. | 110 | $5.70K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 111 | $5.75K | 0.00% | +111 | New |
| Asset Dedication, LLC | 111 | $5.76K | 0.00% | +111 | New |
| Hemington Wealth Management | 128 | $6.00K | 0.00% | −11−7.9% | Reduced |
| Covestor Ltd | 121 | $6.00K | 0.00% | −1−0.8% | Reduced |
| HM Payson & Co | 116 | $6.01K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 119 | $6.17K | 0.00% | −18−13.1% | Reduced |
| Front Row Advisors LLC | 120 | $6.22K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 121 | $6.29K | 0.00% | +87+255.9% | Added |
| Ameritas Advisory Services, LLC | 123 | $6.38K | 0.00% | +123 | New |
| Versant Capital Management, Inc | 131 | $6.79K | 0.00% | +50+61.7% | Added |