| Kingdom Financial Group LLC. | 2 | $19 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 2 | $19 | 0.00% | +2 | New |
| TFC Financial Management | 3 | $28 | 0.00% | +3 | New |
| Godfrey Financial Associates, Inc. | 4 | $37 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $55 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 7 | $64 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $92 | 0.00% | +10 | New |
| MV Capital Management, Inc. | 14 | $128 | 0.00% | +14 | New |
| Trust Co | 18 | $168 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 23 | $210 | 0.00% | +23 | New |
| SHP Wealth Management | 24 | $219 | 0.00% | +24 | New |
| Signature Resources Capital Management, LLC | 38 | $347 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 39 | $356 | 0.00% | +9+30.0% | Added |
| South State Corp. | 45 | $411 | 0.00% | +30+200.0% | Added |
| Fortitude Family Office, LLC | 45 | $411 | 0.00% | +45 | New |
| ZRC Wealth Management, LLC | 47 | $430 | 0.00% | +47 | New |
| Rialto Wealth Management, LLC | 47 | $430 | 0.00% | +47 | New |
| Transamerica Financial Advisors, Inc. | 49 | $447 | 0.00% | −24−32.9% | Reduced |
| Davis Capital Management | 52 | $475 | 0.00% | +23+79.3% | Added |
| Marquette Asset Management, LLC | 57 | $521 | 0.00% | +57 | New |
| Manchester Capital Management LLC | 69 | $630 | 0.00% | +13+23.2% | Added |
| Vanguard National Trust Co | 75 | $685 | 0.00% | +75 | New |
| Salem Investment Counselors Inc | 88 | $804 | 0.00% | +88 | New |
| JPL Wealth Management, LLC | 95 | $868 | 0.00% | +95 | New |
| Bogart Wealth, LLC | 98 | $895 | 0.00% | −44−31.0% | Reduced |
| Clayton Financial Group LLC | 100 | $913 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $913 | 0.00% | +100 | New |
| Elequin Capital LP | 102 | $931 | 0.00% | +102 | New |
| Hazlett, Burt & Watson, Inc. | 60 | $1.00K | 0.00% | +60 | New |
| Stone House Investment Management, LLC | 124 | $1.13K | 0.00% | +124 | New |
| Mather Group, LLC. | 138 | $1.26K | 0.00% | +138 | New |
| Kilter Group LLC | 150 | $1.37K | 0.00% | +150 | New |
| Miller Global Investments, LLC | 170 | $1.55K | 0.00% | +170 | New |
| True Wealth Design, LLC | 190 | $1.74K | 0.00% | −105−35.6% | Reduced |
| Retirement Wealth Solutions LLC | 190 | $1.74K | 0.00% | +156+458.8% | Added |
| Sound Income Strategies, LLC | 200 | $1.74K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 200 | $1.83K | 0.00% | +200 | New |
| Rossby Financial, LCC | 216 | $1.88K | 0.00% | +135+166.7% | Added |
| Cornerstone Planning Group LLC | 178 | $1.91K | 0.00% | −697−79.7% | Reduced |
| Avion Wealth | 252 | $2.00K | 0.00% | +142+129.1% | Added |
| Harbor Investment Advisory, LLC | 226 | $2.06K | 0.00% | +187+479.5% | Added |
| SJS Investment Consulting Inc. | 238 | $2.17K | 0.00% | +238 | New |
| Sachetta, LLC | 244 | $2.23K | 0.00% | +244 | New |
| Napier Financial, LLC | 247 | $2.25K | 0.00% | +247 | New |
| Hilton Head Capital Partners, LLC | 264 | $2.41K | 0.00% | +264 | New |
| Smartleaf Asset Management LLC | 268 | $2.43K | 0.00% | −130−32.7% | Reduced |
| Bare Financial Services, Inc | 292 | $2.67K | 0.00% | +292 | New |
| Signature Equity Partners, LLC | 293 | $2.67K | 0.00% | +275+1,527.8% | Added |
| Stance Capital LLC | 300 | $2.74K | 0.00% | +300 | New |
| CX Institutional | 346 | $3.00K | 0.00% | +200+137.0% | Added |
| Golden State Wealth Management, LLC | 350 | $3.20K | 0.00% | +350 | New |
| Bokf, NA | 377 | $3.44K | 0.00% | −935−71.3% | Reduced |
| Golden State Equity Partners | 378 | $3.45K | 0.00% | +378 | New |
| Cornerstone Financial Management LLC | 395 | $3.61K | 0.00% | +330+507.7% | Added |
| Goodman Advisory Group, LLC | 425 | $3.88K | 0.00% | +425 | New |
| Medallion Wealth Advisors, LLC | 428 | $3.91K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 435 | $3.97K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 435 | $3.97K | 0.00% | +81+22.9% | Added |
| Valley National Advisers Inc | 541 | $4.00K | 0.00% | −452−45.5% | Reduced |
| Atlantic Trust, LLC | 485 | $4.43K | 0.00% | −99−17.0% | Reduced |
| Barrett & Company, Inc. | 500 | $4.57K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 525 | $4.79K | 0.00% | +93+21.5% | Added |
| Crewe Advisors LLC | 570 | $5.21K | 0.00% | +570 | New |
| Meramec Financial Planners, LLC | 529 | $5.23K | 0.00% | +529 | New |
| Hantz Financial Services, Inc. | 642 | $6.00K | 0.00% | −17,128−96.4% | Reduced |
| Capital Analysts, LLC | 738 | $6.00K | 0.00% | −631−46.1% | Reduced |
| Basecamp Wealth Advisors LLC | 662 | $6.04K | 0.00% | +626+1,738.9% | Added |
| Aventura Private Wealth, LLC | 750 | $6.85K | 0.00% | +750 | New |
| LRI Investments, LLC | 752 | $6.87K | 0.00% | +752 | New |
| Ronald Blue Trust, Inc. | 867 | $7.92K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 938 | $8.56K | 0.01% | +160+20.6% | Added |
| Larson Financial Group LLC | 974 | $8.89K | 0.00% | +539+123.9% | Added |
| Cedar Mountain Advisors, LLC | 982 | $8.97K | 0.00% | +982 | New |
| Clearstead Advisors, LLC | 1,000 | $9.13K | 0.00% | −3,602−78.3% | Reduced |
| Johnson Financial Group, Inc. | 1,000 | $9.13K | 0.00% | +948+1,823.1% | Added |
| American Capital Advisory, LLC | 1,014 | $9.26K | 0.00% | −22−2.1% | Reduced |
| UMA Financial Services, Inc. | 1,077 | $9.83K | 0.00% | −638−37.2% | Reduced |
| Bessemer Group Inc | 1,255 | $11.0K | 0.00% | −1,868−59.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,214 | $11.1K | 0.00% | +1,214 | New |
| Vaughan Nelson Investment Management, L.P. | 1,285 | $11.7K | 0.00% | −1,336,505−99.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,302 | $11.9K | 0.00% | +714+121.4% | Added |
| Zions Bancorporation, National Association | 1,315 | $12.0K | 0.00% | +734+126.3% | Added |
| Harbour Investments, Inc. | 1,405 | $12.8K | 0.00% | +748+113.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,408 | $12.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,467 | $13.4K | 0.00% | −15,786−91.5% | Reduced |
| Whipplewood Advisors, LLC | 1,574 | $14.4K | 0.01% | −40,329−96.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,659 | $15.1K | 0.00% | +1,659 | New |
| Roxbury Financial LLC | 1,769 | $16.2K | 0.01% | +4+0.2% | Added |
| Lavaca Capital LLC | 1,868 | $17.1K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,072 | $18.9K | 0.00% | +1,861+882.0% | Added |
| Massmutual Trust Co FSB | 2,092 | $19.1K | 0.00% | +734+54.1% | Added |
| CVA Family Office, LLC | 2,092 | $19.1K | 0.00% | +2,024+2,976.5% | Added |
| GAMMA Investing LLC | 2,105 | $19.2K | 0.00% | +1,410+202.9% | Added |
| Toth Financial Advisory Corp | 2,200 | $20.1K | 0.00% | −7,325−76.9% | Reduced |
| Owl Creek Wealth Partners LLC | 2,215 | $20.2K | 0.01% | +2,215 | New |
| Princeton Global Asset Management LLC | 2,270 | $20.7K | 0.00% | −4,642−67.2% | Reduced |
| Financial Perspectives, Inc | 2,312 | $21.1K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,318 | $21.2K | 0.00% | +2,312+38,533.3% | Added |
| Private Trust Co NA | 2,460 | $22.5K | 0.00% | −924−27.3% | Reduced |
| Assetmark, Inc | 2,468 | $22.5K | 0.00% | −740,682−99.7% | Reduced |
