| Ogorek Anthony Joseph | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 9 | $0 | 0.00% | +9 | New |
| Stone House Investment Management, LLC | 0 | $15 | 0.00% | 0 | Unchanged |
| Rakuten Securities, Inc. | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 2 | $76 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $106 | 0.00% | +2 | New |
| 1015 Capital Partners, LLC | 3 | $158 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $211 | 0.00% | −36−90.0% | Reduced |
| Asset Dedication, LLC | 4 | $211 | 0.00% | +4 | New |
| Contravisory Investment Management, Inc. | 5 | $263 | 0.00% | +5 | New |
| Mosley Wealth Management | 5 | $263 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 5 | $291 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $316 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 7 | $364 | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 7 | $369 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 7 | $369 | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 9 | $474 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 9 | $474 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 13 | $684 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $685 | 0.00% | +7+116.7% | Added |
| WPG Advisers, LLC | 14 | $737 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 14 | $737 | 0.00% | +11+366.7% | Added |
| Financial Consulate, Inc | 15 | $790 | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 16 | $851 | 0.00% | +16 | New |
| Brown, Lisle/Cummings, Inc. | 17 | $891 | 0.00% | +5+41.7% | Added |
| Continuum Advisory, LLC | 17 | $895 | 0.00% | +17 | New |
| Allied Private Wealth LLC | 16 | $911 | 0.00% | +16 | New |
| Glen Eagle Advisors, LLC | 18 | $946 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $948 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 18 | $948 | 0.00% | +6+50.0% | Added |
| South State Corp. | 20 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $1.05K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 20 | $1.05K | 0.00% | +20 | New |
| Purpose Unlimited Inc. | 20 | $1.07K | 0.00% | +20 | New |
| LRI Investments, LLC | 21 | $1.11K | 0.00% | +21 | New |
| Synergy Investment Management, LLC | 19 | $1.16K | 0.00% | +19 | New |
| Torren Management, LLC | 23 | $1.22K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 24 | $1.26K | 0.00% | +12+100.0% | Added |
| TD Private Client Wealth LLC | 25 | $1.32K | 0.00% | +25 | New |
| Ameriflex Group, Inc. | 25 | $1.32K | 0.00% | +25 | New |
| Aviso Financial Inc. | 26 | $1.37K | 0.00% | +26 | New |
| Rialto Wealth Management, LLC | 26 | $1.37K | 0.00% | +2+8.3% | Added |
| UMA Financial Services, Inc. | 27 | $1.42K | 0.00% | +27 | New |
| Ninepoint Partners LP | 28 | $1.47K | 0.00% | −78−73.6% | Reduced |
| Creative Financial Designs Inc | 28 | $1.47K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 28 | $1.48K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 29 | $1.53K | 0.00% | −38−56.7% | Reduced |
| Principia Wealth Advisory, LLC | 29 | $1.53K | 0.00% | +1+3.6% | Added |
| SHP Wealth Management | 29 | $1.53K | 0.00% | +29 | New |
| HFM Investment Advisors, LLC | 30 | $1.58K | 0.00% | +9+42.9% | Added |
| Signature Equity Partners, LLC | 30 | $1.58K | 0.00% | +16+114.3% | Added |
| Financial Network Wealth Advisors LLC | 34 | $1.79K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 36 | $1.90K | 0.00% | −72−66.7% | Reduced |
| Essential Investment Partners LLC | 37 | $1.95K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 40 | $2.11K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 41 | $2.16K | 0.00% | +22+115.8% | Added |
| Prudent Man Investment Management, Inc. | 58 | $2.27K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 44 | $2.36K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 46 | $2.42K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 47 | $2.48K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 49 | $2.58K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 51 | $2.69K | 0.00% | +51 | New |
| Retirement Wealth Solutions LLC | 51 | $2.69K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 53 | $2.79K | 0.00% | +53 | New |
| Silver Grove Financial Group, Inc. | 55 | $2.90K | 0.00% | +55 | New |
| Bay Harbor Wealth Management, LLC | 58 | $3.05K | 0.00% | +14+31.8% | Added |
| Highland Investment Advisors LLC | 58 | $3.05K | 0.00% | +58 | New |
| Ameritas Advisory Services, LLC | 59 | $3.10K | 0.00% | +59 | New |
| Brown Brothers Harriman & Co | 62 | $3.26K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 64 | $3.37K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 65 | $3.42K | 0.00% | +1+1.6% | Added |
| Triumph Capital Management | 66 | $3.48K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 67 | $3.53K | 0.00% | +67 | New |
| Bare Financial Services, Inc | 71 | $3.74K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 77 | $4.05K | 0.00% | +25+48.1% | Added |
| IMA Wealth, Inc. | 77 | $4.05K | 0.00% | +26+51.0% | Added |
| Kilter Group LLC | 77 | $4.05K | 0.00% | +6+8.5% | Added |
| BFSG, LLC | 89 | $4.69K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 91 | $4.79K | 0.00% | +50+122.0% | Added |
| Evelyn Partners Group Ltd | 100 | $5.26K | 0.00% | +100 | New |
| Manchester Capital Management LLC | 110 | $5.79K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 117 | $6.16K | 0.00% | +3+2.6% | Added |
| Action Point Financial Planning, LLC | 121 | $6.32K | 0.00% | +121 | New |
| RMG Wealth Management LLC | 100 | $6.32K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 122 | $6.45K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 124 | $6.53K | 0.00% | +21+20.4% | Added |
| Dogwood Wealth Management LLC | 131 | $6.90K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 133 | $7.00K | 0.00% | +22+19.8% | Added |
| Aventura Private Wealth, LLC | 143 | $7.53K | 0.00% | +37+34.9% | Added |
| Bryn Mawr Trust Co | 154 | $8.11K | 0.00% | +154 | New |
| JFS Wealth Advisors, LLC | 177 | $9.32K | 0.00% | +57+47.5% | Added |
| Cornerstone Planning Group LLC | 156 | $9.45K | 0.00% | +35+28.9% | Added |
| Gold Investment Management Ltd. | 180 | $9.47K | 0.00% | +180 | New |
| Vermillion Wealth Management, Inc. | 180 | $9.48K | 0.00% | −18−9.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 182 | $9.59K | 0.00% | +45+32.8% | Added |
| Westside Investment Management, Inc. | 183 | $9.63K | 0.00% | −50−21.5% | Reduced |
| Valued Wealth Advisors LLC | 185 | $9.72K | 0.00% | −16−8.0% | Reduced |