| Cornerstone Planning Group LLC | 2 | $90 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 4 | $186 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 4 | $186 | 0.00% | +4 | New |
| South State Corp. | 5 | $233 | 0.00% | +5 | New |
| Ameriflex Group, Inc. | 6 | $279 | 0.00% | −6−50.0% | Reduced |
| Acumen Wealth Advisors, LLC | 6 | $279 | 0.00% | +6 | New |
| Greykasell Wealth Strategies, Inc. | 7 | $325 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 9 | $418 | 0.00% | +9 | New |
| Rocky Mountain Advisers, LLC | 11 | $511 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 12 | $558 | 0.00% | +12 | New |
| Caitong International Asset Management Co., Ltd | 13 | $604 | 0.00% | −94−87.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 16 | $744 | 0.00% | +16 | New |
| Hughes Financial Services, LLC | 17 | $790 | 0.00% | +17 | New |
| Lodestone Wealth Management LLC | 19 | $883 | 0.00% | +19 | New |
| Smartleaf Asset Management LLC | 19 | $902 | 0.00% | +19 | New |
| GHP Investment Advisors, Inc. | 20 | $930 | 0.00% | +20 | New |
| Sound Income Strategies, LLC | 25 | $1.13K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $1.16K | 0.00% | +25 | New |
| Fifth Third Bancorp | 27 | $1.25K | 0.00% | +27 | New |
| McGuire Capital Advisors Inc | 27 | $1.25K | 0.00% | +27 | New |
| Ares Financial Consulting, LLC | 30 | $1.39K | 0.00% | +30 | New |
| Atwood & Palmer Inc | 30 | $1.40K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 30 | $1.40K | 0.00% | +30 | New |
| Security National Bank | 31 | $1.44K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 32 | $1.49K | 0.00% | −4−11.1% | Reduced |
| Huntington National Bank | 33 | $1.53K | 0.00% | +33 | New |
| True Wealth Design, LLC | 37 | $1.72K | 0.00% | +37 | New |
| Signature Equity Partners, LLC | 42 | $1.95K | 0.00% | +42 | New |
| Zions Bancorporation, National Association | 44 | $2.04K | 0.00% | +44 | New |
| SageView Advisory Group, LLC | 44 | $2.05K | 0.00% | +44 | New |
| Financial Freedom, LLC | 48 | $2.23K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $2.32K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 50 | $2.32K | 0.00% | +9+22.0% | Added |
| Armstrong Advisory Group, Inc | 51 | $2.37K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 50 | $2.37K | 0.00% | +50 | New |
| Rachor Investment Advisory Services, LLC | 61 | $2.84K | 0.00% | +61 | New |
| Kozak & Associates, Inc. | 60 | $2.95K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 64 | $2.98K | 0.00% | +23+56.1% | Added |
| Motiv8 Investments LLC | 57 | $3.00K | 0.00% | +57 | New |
| Stephens Consulting, LLC | 70 | $3.25K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 73 | $3.39K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 75 | $3.49K | 0.00% | 00.0% | Unchanged |
| Bayban | 76 | $3.53K | 0.00% | +76 | New |
| Barnes Dennig Private Wealth Management LLC | 78 | $3.63K | 0.00% | +29+59.2% | Added |
| Meeder Asset Management Inc | 83 | $3.86K | 0.00% | −81−49.4% | Reduced |
| Basecamp Wealth Advisors LLC | 85 | $3.95K | 0.00% | +85 | New |
| Strategic Wealth Advisors LLC | 93 | $4.00K | 0.00% | +93 | New |
| Ronald Blue Trust, Inc. | 94 | $4.37K | 0.00% | +6+6.8% | Added |
| Park Place Capital Corp | 96 | $4.46K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 98 | $4.56K | 0.00% | +98 | New |
| Anchor Investment Management, LLC | 100 | $4.65K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 100 | $4.65K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 100 | $4.65K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 108 | $5.02K | 0.00% | +36+50.0% | Added |
| Newton One Investments LLC | 114 | $5.30K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 123 | $5.72K | 0.00% | +23+23.0% | Added |
| Transamerica Financial Advisors, Inc. | 137 | $6.37K | 0.00% | +44+47.3% | Added |
| Creative Financial Designs Inc | 139 | $6.46K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 143 | $6.65K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 150 | $6.97K | 0.00% | −350−70.0% | Reduced |
| WPG Advisers, LLC | 155 | $7.20K | 0.01% | −269−63.4% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 158 | $7.34K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 159 | $7.39K | 0.00% | +158+15,800.0% | Added |
| Bell Investment Advisors, Inc | 177 | $8.23K | 0.00% | +111+168.2% | Added |
| Sittner & Nelson, LLC | 192 | $8.35K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 180 | $8.37K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 200 | $9.30K | 0.00% | +11+5.8% | Added |
| Strategic Wealth Partners, Ltd. | 200 | $9.30K | 0.00% | +200 | New |
| Rothschild Investment LLC | 230 | $10.7K | 0.00% | +26+12.7% | Added |
| LRI Investments, LLC | 241 | $11.2K | 0.00% | +115+91.3% | Added |
| Curio Wealth, LLC | 249 | $11.6K | 0.00% | +249 | New |
| Quaker Wealth Management, LLC | 250 | $11.6K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 259 | $12.0K | 0.00% | +65+33.5% | Added |
| BOK Financial Private Wealth, Inc. | 262 | $12.2K | 0.00% | −249−48.7% | Reduced |
| Winch Advisory Services, LLC | 271 | $12.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 295 | $13.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 330 | $15.3K | 0.00% | +30+10.0% | Added |
| City Holding Co | 350 | $16.3K | 0.00% | +350 | New |
| Versant Capital Management, Inc | 365 | $17.0K | 0.00% | +365 | New |
| First Horizon Corp | 377 | $17.5K | 0.00% | +274+266.0% | Added |
| Old Second National Bank of Aurora | 400 | $18.6K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 400 | $18.6K | 0.02% | +400 | New |
| EverSource Wealth Advisors, LLC | 448 | $20.8K | 0.00% | −100−18.2% | Reduced |
| CoreCap Advisors, LLC | 452 | $21.0K | 0.00% | +452 | New |
| Hollencrest Capital Management | 500 | $23.2K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 505 | $24.6K | 0.02% | +505 | New |
| Cullen/Frost Bankers, Inc. | 540 | $25.1K | 0.00% | +467+639.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 590 | $26.9K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 581 | $27.0K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 582 | $27.1K | 0.02% | +582 | New |
| AdvisorNet Financial, Inc | 592 | $27.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 705 | $32.8K | 0.00% | +8+1.1% | Added |
| SJS Investment Consulting Inc. | 725 | $33.7K | 0.00% | +707+3,927.8% | Added |
| Legacy Bridge, LLC | 755 | $35.1K | 0.01% | −21,390−96.6% | Reduced |
| TD Private Client Wealth LLC | 804 | $37.4K | 0.00% | +421+109.9% | Added |
| Massmutual Trust Co FSB | 841 | $39.1K | 0.00% | −105−11.1% | Reduced |
| Bogart Wealth, LLC | 850 | $39.5K | 0.00% | +400+88.9% | Added |
| MAI Capital Management | 954 | $44.3K | 0.00% | +322+50.9% | Added |
| United Financial Planning Group LLC | 1,000 | $46.5K | 0.03% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 1,000 | $46.5K | 0.02% | +1,000 | New |