| Cullen/Frost Bankers, Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| Strategic Wealth Partners, Ltd. | 1 | $253 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $494 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $494 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $494 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $494 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $494 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $494 | 0.00% | +1 | New |
| Torren Management, LLC | 1 | $498 | 0.00% | −12−92.3% | Reduced |
| Cornerstone Planning Group LLC | 1 | $605 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $987 | 0.00% | +1+100.0% | Added |
| Rialto Wealth Management, LLC | 2 | $988 | 0.00% | −1−33.3% | Reduced |
| Manchester Capital Management LLC | 2 | $988 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2 | $988 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2 | $988 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2 | $988 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 2 | $988 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2 | $988 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $988 | 0.00% | +1+100.0% | Added |
| UMA Financial Services, Inc. | 2 | $988 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $988 | 0.00% | +2 | New |
| Winch Advisory Services, LLC | 2 | $994 | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 3 | $1.48K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 3 | $1.48K | 0.00% | +3 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $1.98K | 0.00% | −127−96.9% | Reduced |
| Rosenberg Matthew Hamilton | 4 | $1.98K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $1.98K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4 | $1.98K | 0.00% | +4 | New |
| Park Place Capital Corp | 4 | $1.98K | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $2.16K | 0.00% | +4 | New |
| Clearstead Advisors, LLC | 5 | $2.47K | 0.00% | −59−92.2% | Reduced |
| Raffa Wealth Management, LLC | 5 | $2.47K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 5 | $2.47K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 5 | $2.47K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 6 | $2.96K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 6 | $2.96K | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 7 | $3.46K | 0.00% | +4+133.3% | Added |
| Frazier Financial Advisors, LLC | 7 | $3.46K | 0.00% | +7 | New |
| Glen Eagle Advisors, LLC | 8 | $4.12K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $4.45K | 0.00% | +6+200.0% | Added |
| BFSG, LLC | 9 | $4.45K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 10 | $4.94K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $5.93K | 0.00% | +1+9.1% | Added |
| Sfam, LLC | 13 | $6.42K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 14 | $6.92K | 0.00% | −7−33.3% | Reduced |
| Key Financial Inc | 14 | $6.92K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $7.41K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 17 | $8.40K | 0.00% | +17 | New |
| ZRC Wealth Management, LLC | 17 | $8.40K | 0.00% | −23−57.5% | Reduced |
| Basecamp Wealth Advisors LLC | 19 | $9.38K | 0.00% | −34−64.2% | Reduced |
| Colonial Trust Advisors | 20 | $9.88K | 0.00% | +20 | New |
| Twin Peaks Wealth Advisors, LLC | 20 | $9.88K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 20 | $9.88K | 0.00% | −11−35.5% | Reduced |
| Smithfield Trust Co | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 21 | $10.4K | 0.00% | −474−95.8% | Reduced |
| CVA Family Office, LLC | 21 | $10.4K | 0.00% | +20+2,000.0% | Added |
| Highline Wealth Partners LLC | 21 | $10.4K | 0.00% | +21 | New |
| Rossby Financial, LCC | 21 | $10.4K | 0.00% | +18+600.0% | Added |
| Quent Capital, LLC | 23 | $11.4K | 0.00% | −16−41.0% | Reduced |
| CoreCap Advisors, LLC | 24 | $11.9K | 0.00% | −1−4.0% | Reduced |
| TD Capital Management LLC | 24 | $11.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 27 | $13.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 29 | $14.3K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 32 | $15.8K | 0.02% | +32 | New |
| Golden State Wealth Management, LLC | 33 | $16.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 33 | $16.3K | 0.00% | +6+22.2% | Added |
| True Wealth Design, LLC | 33 | $16.3K | 0.00% | −14−29.8% | Reduced |
| IAG Wealth Partners, LLC | 34 | $16.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 34 | $16.8K | 0.00% | +33+3,300.0% | Added |
| Operose Advisors LLC | 34 | $16.8K | 0.00% | +34 | New |
| Harbor Investment Advisory, LLC | 35 | $17.3K | 0.00% | −160−82.1% | Reduced |
| Solstein Capital, LLC | 38 | $18.8K | 0.01% | −7−15.6% | Reduced |
| Covestor Ltd | 39 | $19.0K | 0.01% | −51−56.7% | Reduced |
| Smartleaf Asset Management LLC | 39 | $19.4K | 0.00% | −17−30.4% | Reduced |
| Anchor Investment Management, LLC | 40 | $19.8K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 42 | $20.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 44 | $21.7K | 0.00% | +12+37.5% | Added |
| Cedar Mountain Advisors, LLC | 45 | $22.2K | 0.00% | +45 | New |
| First Horizon Corp | 46 | $22.7K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 48 | $23.7K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 49 | $24.2K | 0.00% | −13−21.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 50 | $24.7K | 0.00% | −242−82.9% | Reduced |
| Catalyst Capital Advisors LLC | 50 | $24.7K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 51 | $25.2K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 54 | $26.7K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 60 | $29.6K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 61 | $30.3K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 62 | $30.6K | 0.00% | −7−10.1% | Reduced |
| WPG Advisers, LLC | 63 | $31.1K | 0.02% | −19−23.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 65 | $32.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 66 | $32.6K | 0.00% | +41+164.0% | Added |
| V-Square Quantitative Management LLC | 73 | $36.1K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 73 | $36.1K | 0.00% | +33+82.5% | Added |
| Community Bank, N.A. | 82 | $40.5K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 83 | $41.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 83 | $41.0K | 0.00% | +83 | New |
| Pin Oak Investment Advisors Inc | 90 | $44.0K | 0.03% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 92 | $45.4K | 0.03% | +92 | New |
| JFS Wealth Advisors, LLC | 94 | $46.4K | 0.00% | −1−1.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 100 | $49.4K | 0.01% | 00.0% | Unchanged |