| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Measured Wealth Private Client Group, LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $83 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 2 | $161 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $161 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2 | $161 | 0.00% | +2 | New |
| Huntington National Bank | 3 | $241 | 0.00% | +2+200.0% | Added |
| Plante Moran Financial Advisors, LLC | 3 | $241 | 0.00% | +3 | New |
| Downshift Financial, LLC | 3 | $241 | 0.00% | +3 | New |
| LRI Investments, LLC | 4 | $321 | 0.00% | +4 | New |
| Elequin Capital LP | 5 | $401 | 0.00% | −52−91.2% | Reduced |
| Creative Capital Management Investments LLC | 5 | $401 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 6 | $482 | 0.00% | −17−73.9% | Reduced |
| Signature Equity Partners, LLC | 6 | $482 | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 7 | $562 | 0.00% | −2−22.2% | Reduced |
| Principia Wealth Advisory, LLC | 7 | $562 | 0.00% | +3+75.0% | Added |
| Hughes Financial Services, LLC | 7 | $562 | 0.00% | +3+75.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $562 | 0.00% | +3+75.0% | Added |
| SHP Wealth Management | 7 | $562 | 0.00% | +4+133.3% | Added |
| Quaker Wealth Management, LLC | 7 | $562 | 0.00% | +6+600.0% | Added |
| HFM Investment Advisors, LLC | 7 | $562 | 0.00% | +7 | New |
| South State Corp. | 8 | $643 | 0.00% | −2−20.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $643 | 0.00% | +7+700.0% | Added |
| Cornerstone Planning Group LLC | 10 | $737 | 0.00% | +2+25.0% | Added |
| Stone House Investment Management, LLC | 12 | $963 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 12 | $963 | 0.00% | +12 | New |
| Planning Strategies Inc. | 12 | $963 | 0.00% | +12 | New |
| Smartleaf Asset Management LLC | 13 | $995 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $1.00K | 0.00% | +24 | New |
| Atlantic Trust, LLC | 13 | $1.04K | 0.00% | −36−73.5% | Reduced |
| Brown Brothers Harriman & Co | 14 | $1.12K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 14 | $1.12K | 0.00% | +14 | New |
| Pinnacle Wealth Planning Services, Inc. | 15 | $1.20K | 0.00% | −4−21.1% | Reduced |
| Proathlete Wealth Management LLC | 15 | $1.20K | 0.00% | +15 | New |
| North Star Investment Management Corp. | 18 | $1.45K | 0.00% | −27−60.0% | Reduced |
| Massmutual Trust Co FSB | 18 | $1.45K | 0.00% | −9−33.3% | Reduced |
| Bare Financial Services, Inc | 18 | $1.45K | 0.00% | −9−33.3% | Reduced |
| American Capital Advisory, LLC | 18 | $1.45K | 0.00% | +17+1,700.0% | Added |
| Tower Research Capital LLC (TRC) | 19 | $1.52K | 0.00% | −1,601−98.8% | Reduced |
| Salem Investment Counselors Inc | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 21 | $1.69K | 0.00% | +9+75.0% | Added |
| Fortitude Family Office, LLC | 21 | $1.69K | 0.00% | +13+162.5% | Added |
| TD Private Client Wealth LLC | 21 | $1.69K | 0.00% | +16+320.0% | Added |
| Marquette Asset Management, LLC | 22 | $1.77K | 0.00% | −54−71.1% | Reduced |
| Roxbury Financial LLC | 25 | $2.01K | 0.00% | −9−26.5% | Reduced |
| TFC Financial Management | 25 | $2.01K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 30 | $2.41K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 32 | $2.57K | 0.00% | +32 | New |
| Investors Portfolio Services LLC | 33 | $2.65K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 38 | $3.05K | 0.00% | +37+3,700.0% | Added |
| Cromwell Holdings LLC | 39 | $3.13K | 0.00% | +16+69.6% | Added |
| West Paces Advisors Inc. | 39 | $3.13K | 0.00% | +39 | New |
| DHJJ Financial Advisors, Ltd. | 40 | $3.21K | 0.00% | −30−42.9% | Reduced |
| Park Place Capital Corp | 41 | $3.29K | 0.00% | +14+51.9% | Added |
| MV Capital Management, Inc. | 45 | $3.61K | 0.00% | +43+2,150.0% | Added |
| Action Point Financial Planning, LLC | 48 | $3.69K | 0.00% | +48 | New |
| Zions Bancorporation, National Association | 47 | $3.77K | 0.00% | +19+67.9% | Added |
| Private Wealth Management Group, LLC | 49 | $3.93K | 0.00% | +49 | New |
| Vermillion Wealth Management, Inc. | 50 | $4.01K | 0.00% | +47+1,566.7% | Added |
| Sachetta, LLC | 51 | $4.09K | 0.00% | −40−44.0% | Reduced |
| UMA Financial Services, Inc. | 52 | $4.17K | 0.00% | +41+372.7% | Added |
| JPL Wealth Management, LLC | 52 | $4.17K | 0.00% | +52 | New |
| Murphy & Mullick Capital Management Corp | 55 | $4.42K | 0.00% | −5−8.3% | Reduced |
| StepStone Group LP | 60 | $4.82K | 0.00% | +60 | New |
| ZRC Wealth Management, LLC | 61 | $4.90K | 0.00% | +25+69.4% | Added |
| CVA Family Office, LLC | 63 | $5.06K | 0.00% | −2−3.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 63 | $5.06K | 0.00% | +3+5.0% | Added |
| Leonteq Securities AG | 70 | $5.62K | 0.00% | −1,588−95.8% | Reduced |
| Washington Trust Advisors, Inc. | 70 | $5.62K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 71 | $5.70K | 0.00% | +70+7,000.0% | Added |
| Cape Investment Advisory, Inc. | 84 | $6.74K | 0.00% | +84 | New |
| Geneos Wealth Management Inc. | 90 | $7.22K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 92 | $7.39K | 0.00% | +92 | New |
| Danske Bank A/S | 100 | $8.03K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 100 | $8.03K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 102 | $8.19K | 0.00% | +14+15.9% | Added |
| Anchor Investment Management, LLC | 105 | $8.43K | 0.00% | +105 | New |
| Bullock Wealth Management Group | 138 | $11.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 148 | $11.9K | 0.00% | +8+5.7% | Added |
| Westfuller Advisors, LLC | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 147 | $12.8K | 0.00% | +56+61.5% | Added |
| First Horizon Corp | 181 | $14.5K | 0.00% | +23+14.6% | Added |
| Founders Capital Management | 200 | $16.1K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 210 | $16.9K | 0.00% | +40+23.5% | Added |
| Bogart Wealth, LLC | 218 | $17.5K | 0.00% | +167+327.5% | Added |
| Wealth Enhancement Trust Services, Inc. | 230 | $18.5K | 0.00% | +230 | New |
| International Assets Investment Management, LLC | 230 | $18.9K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 250 | $20.1K | 0.00% | −150−37.5% | Reduced |
| Ronald Blue Trust, Inc. | 250 | $20.1K | 0.00% | +123+96.9% | Added |
| TD Waterhouse Canada Inc. | 264 | $21.6K | 0.00% | −13,525−98.1% | Reduced |
| Activest Wealth Management | 276 | $22.2K | 0.00% | +102+58.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 300 | $24.1K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 300 | $24.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 300 | $24.1K | 0.00% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 300 | $24.1K | 0.00% | +300 | New |
| SJS Investment Consulting Inc. | 365 | $29.3K | 0.00% | +275+305.6% | Added |
| Silver Grove Financial Group, Inc. | 376 | $30.2K | 0.02% | +376 | New |
| Aquatic Capital Management LLC | 390 | $31.3K | 0.00% | +390 | New |
| Quarry LP | 442 | $35.5K | 0.01% | +442 | New |
| Hollencrest Capital Management | 500 | $40.1K | 0.00% | +500 | New |
