| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | −17−89.5% | Reduced |
| Montag A & Associates Inc | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1 | $70 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $139 | 0.00% | +1+100.0% | Added |
| True Wealth Design, LLC | 3 | $209 | 0.00% | +3 | New |
| Horan Securities, Inc. | 3 | $239 | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 4 | $279 | 0.00% | −12−75.0% | Reduced |
| Clearview Wealth Advisors LLC | 5 | $349 | 0.00% | −5−50.0% | Reduced |
| Addison Advisors LLC | 5 | $349 | 0.00% | −10−66.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5 | $349 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $349 | 0.00% | +5 | New |
| Disciplined Investments, LLC | 6 | $418 | 0.00% | −9−60.0% | Reduced |
| Hollencrest Capital Management | 7 | $488 | 0.00% | +7 | New |
| Baker Avenue Asset Management, LP | 8 | $558 | 0.00% | +8 | New |
| South State Corp. | 10 | $697 | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 10 | $697 | 0.00% | +10 | New |
| Glass Jacobson Investment Advisors llc | 10 | $697 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 11 | $767 | 0.00% | +4+57.1% | Added |
| Versant Capital Management, Inc | 14 | $976 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $1.00K | 0.00% | −36−69.2% | Reduced |
| Sierra Capital LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Retirement Group, LLC | 17 | $1.00K | 0.00% | +17 | New |
| MV Capital Management, Inc. | 15 | $1.05K | 0.00% | −78−83.9% | Reduced |
| Schubert & Co | 15 | $1.05K | 0.00% | −11−42.3% | Reduced |
| Audent Global Asset Management, LLC | 17 | $1.18K | 0.00% | +17 | New |
| Abound Wealth Management | 17 | $1.19K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 20 | $1.40K | 0.00% | −63−75.9% | Reduced |
| Annapolis Financial Services, LLC | 20 | $1.40K | 0.00% | −18−47.4% | Reduced |
| Raffa Wealth Management, LLC | 21 | $1.47K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 21 | $1.47K | 0.00% | +1+5.0% | Added |
| New England Capital Financial Advisors LLC | 20 | $1.50K | 0.00% | +20 | New |
| Moisand Fitzgerald Tamayo, LLC | 22 | $1.53K | 0.00% | −70−76.1% | Reduced |
| Prestige Wealth Management Group LLC | 23 | $1.60K | 0.00% | −5−17.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 25 | $1.74K | 0.00% | +25 | New |
| RWM Asset Management, LLC | 27 | $1.88K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 28 | $1.93K | 0.00% | +2+7.7% | Added |
| Endurance Wealth Management, Inc. | 25 | $2.00K | 0.00% | −5−16.7% | Reduced |
| HBC Financial Services, PLLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 30 | $2.09K | 0.00% | +30 | New |
| Glen Eagle Advisors, LLC | 31 | $2.16K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 31 | $2.16K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 32 | $2.23K | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 39 | $2.72K | 0.00% | −10−20.4% | Reduced |
| Quent Capital, LLC | 39 | $2.72K | 0.00% | +39 | New |
| Accurate Wealth Management, LLC | 40 | $2.90K | 0.00% | +40 | New |
| McIlrath & Eck, LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 47 | $3.00K | 0.00% | +47 | New |
| Washington Trust Advisors, Inc. | 48 | $3.35K | 0.00% | −375−88.7% | Reduced |
| AdvisorNet Financial, Inc | 48 | $3.35K | 0.00% | +38+380.0% | Added |
| CVA Family Office, LLC | 50 | $3.49K | 0.00% | −160−76.2% | Reduced |
| SRS Capital Advisors, Inc. | 50 | $3.49K | 0.00% | +16+47.1% | Added |
| GWM Advisors LLC | 518 | $3.52K | 0.00% | +518 | New |
| EverSource Wealth Advisors, LLC | 53 | $3.70K | 0.00% | −110−67.5% | Reduced |
| Anchor Investment Management, LLC | 53 | $3.70K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 54 | $3.77K | 0.00% | −1−1.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 56 | $3.90K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 58 | $4.04K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 59 | $4.12K | 0.00% | −45−43.3% | Reduced |
| Brown Brothers Harriman & Co | 60 | $4.18K | 0.00% | −40−40.0% | Reduced |
| Orion Capital Management LLC | 64 | $4.46K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 71 | $5.00K | 0.00% | +29+69.0% | Added |
| Pittenger & Anderson Inc | 75 | $5.23K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 75 | $5.23K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 80 | $5.58K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 85 | $5.93K | 0.00% | +85 | New |
| Earnest Partners LLC | 86 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 82 | $6.00K | 0.00% | −6−6.8% | Reduced |
| Westside Investment Management, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 93 | $6.49K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 110 | $7.67K | 0.00% | −17−13.4% | Reduced |
| Arlington Partners LLC | 112 | $7.81K | 0.00% | +112 | New |
| Global Retirement Partners, LLC | 117 | $8.16K | 0.00% | −47−28.7% | Reduced |
| Smithfield Trust Co | 120 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 132 | $9.00K | 0.00% | +20+17.9% | Added |
| Creative Financial Designs Inc | 135 | $9.41K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 140 | $9.76K | 0.00% | −75,920−99.8% | Reduced |
| Salem Investment Counselors Inc | 141 | $9.83K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 144 | $10.0K | 0.00% | +144 | New |
| Oliver Lagore Vanvalin Investment Group | 154 | $10.7K | 0.01% | −197−56.1% | Reduced |
| Covestor Ltd | 159 | $11.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 159 | $11.0K | 0.00% | +51+47.2% | Added |
| Plante Moran Financial Advisors, LLC | 176 | $12.3K | 0.00% | +3+1.7% | Added |
| Rise Advisors, LLC | 176 | $12.3K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $13.9K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 200 | $13.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $13.9K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 200 | $13.9K | 0.00% | +200 | New |
| Coppell Advisory Solutions Corp. | 200 | $13.9K | 0.00% | +200 | New |
| VitalStone Financial, LLC | 207 | $14.0K | 0.01% | +207 | New |
| Dark Forest Capital Management LP | 201 | $14.0K | 0.00% | +194+2,771.4% | Added |
| TCI Wealth Advisors, Inc. | 202 | $14.1K | 0.00% | −2−1.0% | Reduced |
| Paloma Partners Management Co | 211 | $14.7K | 0.00% | +211 | New |
| Lindbrook Capital, LLC | 258 | $18.0K | 0.00% | −418−61.8% | Reduced |
| Umb Bank N A | 257 | $18.0K | 0.00% | +87+51.2% | Added |
| Crewe Advisors LLC | 275 | $19.2K | 0.00% | −34−11.0% | Reduced |
