| Capital Advisors, Ltd. LLC | 23 | $0 | 0.00% | −50−68.5% | Reduced |
| Valley National Advisers Inc | 25 | $0 | 0.00% | +8+47.1% | Added |
| Ci Investments Inc. | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $0 | 0.00% | +19 | New |
| WestEnd Advisors, LLC | – | $25 | 0.00% | – | – |
| Colonial Trust Advisors | 10 | $124 | 0.00% | 00.0% | Unchanged |
| American National Bank | 10 | $124 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 10 | $125 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 11 | $139 | 0.00% | −2−15.4% | Reduced |
| Abound Wealth Management | 14 | $175 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 15 | $187 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 19 | $236 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $249 | 0.00% | −13−39.4% | Reduced |
| Prestige Wealth Management Group LLC | 23 | $287 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 25 | $311 | 0.00% | +25 | New |
| North Star Investment Management Corp. | 31 | $386 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $460 | 0.00% | +37 | New |
| Core Alternative Capital | 39 | $485 | 0.00% | +39 | New |
| Raffa Wealth Management, LLC | 42 | $522 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 62 | $776 | 0.00% | +62 | New |
| Baystate Wealth Management LLC | 64 | $797 | 0.00% | +2+3.2% | Added |
| Disciplined Investments, LLC | 74 | $921 | 0.00% | +74 | New |
| Financial Management Professionals, Inc. | 43 | $1.00K | 0.00% | −134−75.7% | Reduced |
| Creative Financial Designs Inc | 86 | $1.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 91 | $1.13K | 0.00% | +19+26.4% | Added |
| Spire Wealth Management | 94 | $1.17K | 0.00% | −59−38.6% | Reduced |
| Fortis Capital Advisors, LLC | 95 | $1.18K | 0.00% | +95 | New |
| Financial Perspectives, Inc | 100 | $1.24K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $1.24K | 0.00% | +100 | New |
| Ameritas Advisory Services, LLC | 103 | $1.26K | 0.00% | +103 | New |
| MV Capital Management, Inc. | 104 | $1.29K | 0.00% | +76+271.4% | Added |
| TCI Wealth Advisors, Inc. | 106 | $1.32K | 0.00% | +9+9.3% | Added |
| Sutton Wealth Advisors Inc. | 108 | $1.34K | 0.00% | −9−7.7% | Reduced |
| South State Corp. | 125 | $1.55K | 0.00% | +125 | New |
| Harbor Investment Advisory, LLC | 149 | $1.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 154 | $1.92K | 0.00% | +79+105.3% | Added |
| City Holding Co | 157 | $1.95K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 173 | $2.15K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 184 | $2.29K | 0.00% | −71−27.8% | Reduced |
| Colonial Trust Co | 200 | $2.41K | 0.00% | −37−15.6% | Reduced |
| Trust Co of Vermont | 200 | $2.49K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 200 | $2.49K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 200 | $2.49K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $2.49K | 0.00% | +200 | New |
| Global Retirement Partners, LLC | 260 | $2.60K | 0.00% | +47+22.1% | Added |
| Lindbrook Capital, LLC | 218 | $2.71K | 0.00% | −309−58.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 236 | $2.94K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 237 | $2.95K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 240 | $2.99K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 241 | $3.00K | 0.00% | +4+1.7% | Added |
| Piershale Financial Group, Inc. | 250 | $3.11K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 255 | $3.17K | 0.00% | +39+18.1% | Added |
| Massmutual Trust Co FSB | 260 | $3.23K | 0.00% | +171+192.1% | Added |
| Farmers & Merchants Investments Inc | 266 | $3.31K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 276 | $3.43K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 279 | $3.47K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 300 | $3.73K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $3.73K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 316 | $3.93K | 0.00% | +4+1.3% | Added |
| TSFG, LLC | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 334 | $4.00K | 0.00% | +334 | New |
| Quent Capital, LLC | 322 | $4.01K | 0.00% | −190−37.1% | Reduced |
| First Financial Corp | 345 | $4.29K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 345 | $4.29K | 0.00% | +7+2.1% | Added |
| Versant Capital Management, Inc | 362 | $4.49K | 0.00% | +178+96.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 400 | $4.98K | 0.00% | +400 | New |
| Strategic Investment Solutions, Inc. | 434 | $5.40K | 0.00% | +434 | New |
| Rise Advisors, LLC | 464 | $5.77K | 0.00% | +109+30.7% | Added |
| CoreFirst Bank & Trust | 465 | $5.79K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 475 | $5.91K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 495 | $6.00K | 0.01% | −20−3.9% | Reduced |
| City State Bank | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 500 | $6.22K | 0.00% | −1,287−72.0% | Reduced |
| Parkside Financial Bank & Trust | 514 | $6.39K | 0.00% | +80+18.4% | Added |
| Carolinas Wealth Consulting LLC | 517 | $6.43K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 519 | $6.46K | 0.00% | −305−37.0% | Reduced |
| Jones Financial Companies LLLP | 556 | $6.92K | 0.00% | +412+286.1% | Added |
| Clearstead Advisors, LLC | 582 | $7.24K | 0.00% | +9+1.6% | Added |
| TD Capital Management LLC | 600 | $7.46K | 0.00% | +600 | New |
| JFS Wealth Advisors, LLC | 601 | $7.48K | 0.00% | +95+18.8% | Added |
| Sugarloaf Wealth Management, LLC | 622 | $7.74K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 630 | $7.83K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 643 | $8.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 737 | $9.00K | 0.00% | +357+93.9% | Added |
| Community Bank, N.A. | 725 | $9.02K | 0.00% | +725 | New |
| TD Waterhouse Canada Inc. | 728 | $9.17K | 0.00% | +701+2,596.3% | Added |
| Cassady Schiller Wealth Management, LLC | 741 | $9.22K | 0.00% | +541+270.5% | Added |
| Sunbelt Securities, Inc. | 800 | $9.63K | 0.00% | +800 | New |
| Financial Freedom, LLC | 780 | $9.71K | 0.01% | +15+2.0% | Added |
| Farther Finance Advisors, LLC | 799 | $9.94K | 0.00% | +41+5.4% | Added |
| Grove Bank & Trust | 809 | $10.1K | 0.00% | +809 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 812 | $10.1K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 850 | $10.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 855 | $10.6K | 0.00% | −997−53.8% | Reduced |
| Cutler Group LP | 907 | $11.0K | 0.00% | −1,319−59.3% | Reduced |
| Loomis Sayles & Co L P | 1,080 | $13.0K | 0.00% | −986−47.7% | Reduced |
| Deseret Mutual Benefit Administrators | 1,082 | $13.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,048 | $14.0K | 0.00% | +49+4.9% | Added |
| Desjardins Global Asset Management Inc. | 1,154 | $14.0K | 0.00% | +1,154 | New |
| Global Trust Asset Management, LLC | 1,290 | $16.0K | 0.01% | +1,290 | New |