| Navigoe, LLC | 17 | $0 | 0.00% | +17 | New |
| GHP Investment Advisors, Inc. | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $56 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $56 | 0.00% | +2 | New |
| Activest Wealth Management | 3 | $85 | 0.00% | −292−99.0% | Reduced |
| CoreCap Advisors, LLC | 3 | $85 | 0.00% | −280−98.9% | Reduced |
| S&T Bank | 4 | $113 | 0.00% | +4 | New |
| Maryland Capital Advisors Inc. | 4 | $113 | 0.00% | +4 | New |
| 3 Factor Indexing, LLC | 5 | $141 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $169 | 0.00% | −2−25.0% | Reduced |
| IMA Wealth, Inc. | 6 | $169 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6 | $169 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 7 | $197 | 0.00% | +7 | New |
| South State Corp. | 10 | $282 | 0.00% | −20−66.7% | Reduced |
| DecisionPoint Financial, LLC | 11 | $310 | 0.00% | +11 | New |
| TD Private Client Wealth LLC | 12 | $338 | 0.00% | +8+200.0% | Added |
| Planning Strategies Inc. | 12 | $338 | 0.00% | +12 | New |
| Bogart Wealth, LLC | 17 | $479 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 17 | $480 | 0.00% | −78−82.1% | Reduced |
| Huntington National Bank | 17 | $481 | 0.00% | +16+1,600.0% | Added |
| Highline Wealth Partners LLC | 18 | $508 | 0.00% | −356−95.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 19 | $536 | 0.00% | −19−50.0% | Reduced |
| Signature Equity Partners, LLC | 20 | $564 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 21 | $593 | 0.00% | +21 | New |
| Hughes Financial Services, LLC | 23 | $649 | 0.00% | −1−4.2% | Reduced |
| Harbour Investments, Inc. | 27 | $754 | 0.00% | −4−12.9% | Reduced |
| Meramec Financial Planners, LLC | 26 | $780 | 0.00% | +26 | New |
| Massmutual Trust Co FSB | 29 | $818 | 0.00% | −66−69.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 35 | $987 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 35 | $987 | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 20 | $1.00K | 0.00% | +20 | New |
| CKW Financial Group | 52 | $1.00K | 0.00% | +52 | New |
| Manchester Capital Management LLC | 41 | $1.16K | 0.00% | −37−47.4% | Reduced |
| Marquette Asset Management, LLC | 41 | $1.16K | 0.00% | +41 | New |
| Geneos Wealth Management Inc. | 42 | $1.18K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 44 | $1.24K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 47 | $1.32K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 48 | $1.35K | 0.00% | +22+84.6% | Added |
| Burk Holdings LLC | 49 | $1.38K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 53 | $1.50K | 0.00% | −362−87.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 54 | $1.52K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 55 | $1.55K | 0.00% | +55 | New |
| Bay Harbor Wealth Management, LLC | 59 | $1.66K | 0.00% | +12+25.5% | Added |
| Elevated Capital Advisors, LLC | 62 | $1.75K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 64 | $1.80K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $1.85K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 92 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 71 | $2.00K | 0.00% | −19−21.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 71 | $2.00K | 0.00% | −5−6.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 73 | $2.06K | 0.00% | −6−7.6% | Reduced |
| Park Square Financial Group, LLC | 80 | $2.26K | 0.02% | −64−44.4% | Reduced |
| Dunhill Financial, LLC | 80 | $2.26K | 0.00% | −4−4.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 82 | $2.31K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 87 | $2.45K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 88 | $2.48K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 91 | $2.57K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 101 | $2.85K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 106 | $2.99K | 0.00% | +106 | New |
| Pinnacle Wealth Planning Services, Inc. | 110 | $3.10K | 0.00% | +21+23.6% | Added |
| MidFirst Bank | 111 | $3.13K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 112 | $3.16K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 112 | $3.18K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 117 | $3.30K | 0.00% | −4,270−97.3% | Reduced |
| Rialto Wealth Management, LLC | 118 | $3.33K | 0.00% | +35+42.2% | Added |
| Central Trust Co | 130 | $3.67K | 0.00% | −31−19.3% | Reduced |
| Mather Group, LLC. | 130 | $3.67K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 147 | $4.14K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 151 | $4.26K | 0.00% | −9−5.6% | Reduced |
| LRI Investments, LLC | 153 | $4.32K | 0.00% | +23+17.7% | Added |
| Dogwood Wealth Management LLC | 155 | $4.37K | 0.00% | +52+50.5% | Added |
| Grove Bank & Trust | 163 | $4.60K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 164 | $4.63K | 0.00% | +83+102.5% | Added |
| Simplex Trading, LLC | 167 | $4.71K | 0.00% | −15,666−98.9% | Reduced |
| Farmers & Merchants Investments Inc | 185 | $5.22K | 0.00% | −15−7.5% | Reduced |
| Danske Bank A/S | 200 | $5.64K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 210 | $5.81K | 0.00% | +210 | New |
| Capital Advisors, Ltd. LLC | 230 | $6.00K | 0.00% | +115+100.0% | Added |
| ZRC Wealth Management, LLC | 252 | $7.11K | 0.00% | −677−72.9% | Reduced |
| Key Financial Inc | 255 | $7.19K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 270 | $7.60K | 0.00% | −267−49.7% | Reduced |
| Westfuller Advisors, LLC | 275 | $7.76K | 0.00% | +1+0.4% | Added |
| Medallion Wealth Advisors, LLC | 300 | $8.46K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 317 | $8.94K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 327 | $9.22K | 0.00% | +83+34.0% | Added |
| Colonial Trust Advisors | 335 | $9.45K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 360 | $10.2K | 0.00% | 00.0% | Unchanged |
| Natixis | 424 | $12.0K | 0.00% | −18,663−97.8% | Reduced |
| JPL Wealth Management, LLC | 431 | $12.2K | 0.00% | −67−13.5% | Reduced |
| Persistent Asset Partners Ltd | 447 | $12.6K | 0.00% | +447 | New |
| JFS Wealth Advisors, LLC | 483 | $13.6K | 0.00% | +14+3.0% | Added |
| Cornerstone Planning Group LLC | 470 | $13.6K | 0.00% | +13+2.8% | Added |
| TD Capital Management LLC | 537 | $15.1K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 539 | $15.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 580 | $16.4K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 590 | $16.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 609 | $17.2K | 0.00% | +294+93.3% | Added |
| Rossby Financial, LCC | 634 | $17.9K | 0.00% | −61−8.8% | Reduced |
| Parkside Financial Bank & Trust | 673 | $19.0K | 0.00% | +226+50.6% | Added |
| CVA Family Office, LLC | 683 | $19.3K | 0.00% | +10+1.5% | Added |
| V-Square Quantitative Management LLC | 713 | $20.1K | 0.00% | −556−43.8% | Reduced |