| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $88 | 0.00% | −4−80.0% | Reduced |
| Cornerstone Planning Group LLC | 2 | $167 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $176 | 0.00% | −151−98.7% | Reduced |
| Raffa Wealth Management, LLC | 2 | $176 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2 | $176 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 2 | $176 | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 3 | $224 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $264 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $264 | 0.00% | +3 | New |
| Bruce G. Allen Investments, LLC | 4 | $352 | 0.00% | −9−69.2% | Reduced |
| Copia Wealth Management | 4 | $352 | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 4 | $352 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $352 | 0.00% | +4 | New |
| West Branch Capital LLC | 5 | $355 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 5 | $439 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $440 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $440 | 0.00% | +1+25.0% | Added |
| ORG Wealth Partners, LLC | 6 | $517 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 7 | $615 | 0.03% | −1−12.5% | Reduced |
| AllSquare Wealth Management LLC | 7 | $615 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $615 | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 8 | $679 | 0.00% | +1+14.3% | Added |
| Proathlete Wealth Management LLC | 8 | $703 | 0.00% | +4+100.0% | Added |
| Bell Investment Advisors, Inc | 8 | $704 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $704 | 0.00% | +8 | New |
| Private Wealth Management Group, LLC | 10 | $879 | 0.00% | −56−84.8% | Reduced |
| Rothschild Investment LLC | 10 | $879 | 0.00% | −16−61.5% | Reduced |
| Tradewinds Capital Management, LLC | 10 | $879 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $879 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $879 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 10 | $879 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 10 | $879 | 0.00% | +7+233.3% | Added |
| Zions Bancorporation, National Association | 10 | $879 | 0.00% | +10 | New |
| Smallwood Wealth Investment Management, LLC | 11 | $966 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 13 | $1.12K | 0.00% | −70−84.3% | Reduced |
| Archer Investment Corp | 13 | $1.14K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 14 | $1.23K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 15 | $1.32K | 0.00% | +15 | New |
| Hoey Investments, Inc | 16 | $1.41K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 19 | $1.67K | 0.00% | −4,163−99.5% | Reduced |
| 1620 Investment Advisors, Inc. | 20 | $1.76K | 0.00% | 00.0% | Unchanged |
| City State Bank | 20 | $1.76K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 20 | $1.76K | 0.00% | +12+150.0% | Added |
| Activest Wealth Management | 23 | $2.02K | 0.00% | +23 | New |
| Quaker Wealth Management, LLC | 24 | $2.11K | 0.00% | +24 | New |
| Curio Wealth, LLC | 26 | $2.29K | 0.00% | +25+2,500.0% | Added |
| Salomon & Ludwin, LLC | 30 | $2.59K | 0.00% | +30 | New |
| Ronald Blue Trust, Inc. | 30 | $2.64K | 0.00% | −131−81.4% | Reduced |
| Sachetta, LLC | 30 | $2.64K | 0.00% | −20−40.0% | Reduced |
| Sound Income Strategies, LLC | 30 | $2.64K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 30 | $2.64K | 0.00% | +25+500.0% | Added |
| Atlantic Trust, LLC | 30 | $2.64K | 0.00% | +30 | New |
| Wood Tarver Financial Group, LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 35 | $3.08K | 0.00% | +35 | New |
| DB Fitzpatrick & Co, Inc | 37 | $3.25K | 0.00% | +5+15.6% | Added |
| PFS Partners, LLC | 39 | $3.43K | 0.00% | 00.0% | Unchanged |
| Trust Co | 40 | $3.52K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 40 | $3.52K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 42 | $3.69K | 0.00% | +27+180.0% | Added |
| RMG Wealth Management LLC | 41 | $3.82K | 0.00% | +41 | New |
| Strategic Wealth Partners, Ltd. | 44 | $3.87K | 0.00% | +44 | New |
| Brown, Lisle/Cummings, Inc. | 45 | $3.96K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 45 | $3.96K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 46 | $4.04K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 50 | $4.39K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 50 | $4.41K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 55 | $4.83K | 0.00% | −15−21.4% | Reduced |
| MTM Investment Management, LLC | 55 | $4.83K | 0.00% | +55 | New |
| South State Corp. | 56 | $4.92K | 0.00% | −45−44.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 73 | $5.14K | 0.00% | +73 | New |
| Parkside Financial Bank & Trust | 63 | $5.54K | 0.00% | −2−3.1% | Reduced |
| Gen-Wealth Partners Inc | 65 | $5.71K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 68 | $5.98K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 76 | $6.68K | 0.00% | −8−9.5% | Reduced |
| Optimum Investment Advisors | 76 | $6.68K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 76 | $7.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 80 | $7.03K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 83 | $7.29K | 0.00% | −3−3.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 85 | $7.47K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 89 | $7.82K | 0.00% | −7−7.3% | Reduced |
| UMA Financial Services, Inc. | 89 | $7.82K | 0.00% | +17+23.6% | Added |
| Highline Wealth Partners LLC | 92 | $8.09K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 95 | $8.35K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $8.79K | 0.00% | −40−28.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 100 | $8.79K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 100 | $8.79K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $8.79K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $8.79K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 100 | $8.79K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 100 | $8.79K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $8.79K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $8.79K | 0.00% | +100 | New |
| TD Waterhouse Canada Inc. | 112 | $9.64K | 0.00% | −37−24.8% | Reduced |
| Hemington Wealth Management | 120 | $10.0K | 0.00% | +99+471.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 130 | $11.0K | 0.00% | +130 | New |
| Binnacle Investments Inc | 125 | $11.0K | 0.01% | 00.0% | Unchanged |