| Pin Oak Investment Advisors Inc | 230 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $0 | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 1 | $75 | 0.00% | +1 | New |
| Citadel Advisors LLC | 2 | $158 | 0.00% | −98,693−100.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $159 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $159 | 0.00% | +2 | New |
| Greenline Partners, LLC | 3 | $238 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 5 | $389 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 8 | $629 | 0.00% | +8 | New |
| South State Corp. | 8 | $634 | 0.00% | +8 | New |
| Highline Wealth Partners LLC | 8 | $634 | 0.00% | +8 | New |
| Hughes Financial Services, LLC | 8 | $638 | 0.00% | +8 | New |
| NewSquare Capital LLC | 10 | $792 | 0.00% | +10 | New |
| True Wealth Design, LLC | 10 | $792 | 0.00% | +10 | New |
| Harbor Investment Advisory, LLC | 12 | $950 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $951 | 0.00% | +1+9.1% | Added |
| SJS Investment Consulting Inc. | 14 | $1.11K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 14 | $1.11K | 0.00% | +10+250.0% | Added |
| Bruce G. Allen Investments, LLC | 15 | $1.19K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 15 | $1.19K | 0.00% | +15 | New |
| Cullen/Frost Bankers, Inc. | 19 | $1.50K | 0.00% | +19 | New |
| Key Financial Inc | 23 | $1.82K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $1.98K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 27 | $2.00K | 0.00% | +27 | New |
| Pinnacle Bancorp, Inc. | 29 | $2.30K | 0.00% | −10−25.6% | Reduced |
| West Paces Advisors Inc. | 30 | $2.38K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 4 | $2.61K | 0.00% | −29−87.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 37 | $2.93K | 0.00% | +37 | New |
| Bogart Wealth, LLC | 41 | $3.25K | 0.00% | +41 | New |
| ROSS\JOHNSON & Associates LLC | 43 | $3.40K | 0.06% | +43 | New |
| Larson Financial Group LLC | 45 | $3.56K | 0.00% | +41+1,025.0% | Added |
| Kiker Wealth Management, LLC | 46 | $3.64K | 0.00% | +46 | New |
| Quarry LP | 50 | $3.96K | 0.00% | −471−90.4% | Reduced |
| Laurel Wealth Advisors LLC | 50 | $3.96K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $4.04K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 56 | $4.46K | 0.00% | −5−8.2% | Reduced |
| WealthCollab, LLC | 62 | $4.91K | 0.00% | +62 | New |
| Mather Group, LLC. | 64 | $5.07K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 69 | $5.46K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 70 | $5.54K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 74 | $5.86K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 74 | $5.86K | 0.00% | +74 | New |
| UMA Financial Services, Inc. | 76 | $6.02K | 0.00% | +76 | New |
| Armstrong Advisory Group, Inc | 100 | $6.07K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 78 | $6.18K | 0.00% | +10+14.7% | Added |
| Fortitude Family Office, LLC | 88 | $6.97K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 93 | $7.40K | 0.00% | −94−50.3% | Reduced |
| AdvisorNet Financial, Inc | 94 | $7.44K | 0.00% | +1+1.1% | Added |
| PSI Advisors, LLC | 95 | $7.52K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 100 | $7.92K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 102 | $8.00K | 0.00% | +1+1.0% | Added |
| SRS Capital Advisors, Inc. | 102 | $8.08K | 0.00% | −38−27.1% | Reduced |
| N.E.W. Advisory Services LLC | 104 | $8.24K | 0.00% | +104 | New |
| Stonebridge Financial Group, LLC | 110 | $8.71K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 120 | $9.50K | 0.01% | +120 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 124 | $9.82K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 129 | $10.2K | 0.01% | +129 | New |
| West Branch Capital LLC | 142 | $11.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 144 | $11.4K | 0.00% | +44+44.0% | Added |
| Spire Wealth Management | 149 | $11.8K | 0.00% | −82−35.5% | Reduced |
| Hemington Wealth Management | 159 | $12.0K | 0.00% | +29+22.3% | Added |
| Farther Finance Advisors, LLC | 161 | $12.8K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 166 | $13.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 175 | $13.9K | 0.00% | +175 | New |
| Rise Advisors, LLC | 177 | $14.0K | 0.01% | −233−56.8% | Reduced |
| Massmutual Trust Co FSB | 178 | $14.1K | 0.00% | +6+3.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 178 | $14.2K | 0.01% | −23−11.4% | Reduced |
| Versant Capital Management, Inc | 196 | $15.5K | 0.00% | +51+35.2% | Added |
| Center for Financial Planning, Inc. | 200 | $15.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 200 | $15.8K | 0.00% | +200 | New |
| Private Wealth Management Group, LLC | 204 | $16.2K | 0.01% | −49−19.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 220 | $17.4K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 292 | $17.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 229 | $18.0K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 244 | $19.3K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 245 | $19.4K | 0.00% | −18−6.8% | Reduced |
| Adirondack Trust Co | 275 | $21.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 352 | $27.0K | 0.02% | +13+3.8% | Added |
| Financial Management Professionals, Inc. | 371 | $29.4K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 385 | $30.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 383 | $30.3K | 0.00% | +379+9,475.0% | Added |
| Smartleaf Asset Management LLC | 386 | $30.4K | 0.00% | −12−3.0% | Reduced |
| Missouri Trust & Investment Co | 400 | $31.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 400 | $31.7K | 0.00% | +304+316.7% | Added |
| Estabrook Capital Management | 414 | $32.8K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 419 | $33.2K | 0.02% | −323−43.5% | Reduced |
| Kentucky Trust Co | 420 | $33.3K | 0.02% | 00.0% | Unchanged |
| Chelsea Counsel Co | 450 | $35.6K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 469 | $37.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 474 | $37.5K | 0.00% | +30+6.8% | Added |
| Harbour Investments, Inc. | 485 | $38.4K | 0.00% | +42+9.5% | Added |
| EverSource Wealth Advisors, LLC | 487 | $38.6K | 0.00% | +189+63.4% | Added |
| Inlight Wealth Management, LLC | 500 | $39.6K | 0.02% | +500 | New |
| Cranbrook Wealth Management, LLC | 506 | $40.1K | 0.01% | +506 | New |
| Beacon Capital Management, LLC | 508 | $40.2K | 0.01% | +4+0.8% | Added |
| CNB Bank | 525 | $41.6K | 0.02% | −108−17.1% | Reduced |
| New England Capital Financial Advisors LLC | 592 | $46.9K | 0.02% | +2+0.3% | Added |
| S.A. Mason LLC | 619 | $49.0K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 700 | $55.0K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 696 | $55.0K | 0.00% | +696 | New |