| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $101 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $200 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $200 | 0.00% | +1+100.0% | Added |
| Hollencrest Capital Management | 2 | $200 | 0.00% | +2 | New |
| Caitlin John, LLC | 2 | $200 | 0.00% | +2 | New |
| DHJJ Financial Advisors, Ltd. | 2 | $201 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $207 | 0.00% | −8−80.0% | Reduced |
| Prudent Man Investment Management, Inc. | 3 | $224 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $301 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 5 | $355 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $401 | 0.00% | −20−83.3% | Reduced |
| Bruce G. Allen Investments, LLC | 4 | $401 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 4 | $401 | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 4 | $401 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $401 | 0.00% | +1+33.3% | Added |
| Winnow Wealth LLC | 4 | $404 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $483 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $501 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 5 | $501 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 6 | $600 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 6 | $601 | 0.00% | +6 | New |
| AllSquare Wealth Management LLC | 7 | $701 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $701 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 7 | $701 | 0.00% | +7 | New |
| JPL Wealth Management, LLC | 7 | $701 | 0.00% | +7 | New |
| TD Private Client Wealth LLC | 8 | $801 | 0.00% | +8 | New |
| TFC Financial Management | 8 | $802 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $802 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $840 | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 10 | $852 | 0.00% | +10 | New |
| PayPay Securities Corp | 10 | $968 | 0.03% | +3+42.9% | Added |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | −130,370−100.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 10 | $1.00K | 0.00% | +2+25.0% | Added |
| Wealth Watch Advisors, INC | 10 | $1.00K | 0.00% | +10 | New |
| Guerra Advisors Inc | 10 | $1.00K | 0.00% | +10 | New |
| Tradewinds Capital Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 11 | $1.10K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 11 | $1.10K | 0.00% | +11 | New |
| Umb Bank N A | 12 | $1.20K | 0.00% | +2+20.0% | Added |
| South State Corp. | 13 | $1.30K | 0.00% | −43−76.8% | Reduced |
| Archer Investment Corp | 13 | $1.30K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 13 | $1.30K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 14 | $1.40K | 0.00% | +14 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 15 | $1.50K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 16 | $1.60K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 17 | $1.70K | 0.00% | −72−80.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 17 | $1.70K | 0.00% | +17 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 18 | $1.80K | 0.00% | −229−92.7% | Reduced |
| ZRC Wealth Management, LLC | 18 | $1.80K | 0.00% | +6+50.0% | Added |
| Sound Income Strategies, LLC | 20 | $1.94K | 0.00% | −10−33.3% | Reduced |
| Cromwell Holdings LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 23 | $2.30K | 0.00% | 00.0% | Unchanged |
| Natixis | 25 | $2.50K | 0.00% | −271,531−100.0% | Reduced |
| RMG Wealth Management LLC | 30 | $2.88K | 0.00% | −11−26.8% | Reduced |
| Capital Analysts, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 34 | $3.40K | 0.00% | +4+13.3% | Added |
| Plato Investment Management Ltd | 35 | $3.48K | 0.00% | −5,183−99.3% | Reduced |
| DB Fitzpatrick & Co, Inc | 37 | $3.71K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 37 | $3.71K | 0.00% | +23+164.3% | Added |
| PFS Partners, LLC | 39 | $3.91K | 0.00% | 00.0% | Unchanged |
| Trust Co | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 42 | $4.21K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 44 | $4.41K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 45 | $4.51K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 46 | $4.61K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 50 | $5.01K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 55 | $5.51K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 55 | $5.51K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 65 | $6.51K | 0.00% | −3,158−98.0% | Reduced |
| Gen-Wealth Partners Inc | 65 | $6.51K | 0.00% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 65 | $6.51K | 0.00% | +65 | New |
| Friedenthal Financial | 68 | $6.81K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 76 | $7.61K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 76 | $7.61K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 76 | $8.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 80 | $8.01K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 83 | $8.31K | 0.00% | +20+31.7% | Added |
| Huntington National Bank | 85 | $8.51K | 0.00% | +2+2.4% | Added |
| Assetmark, Inc | 85 | $8.51K | 0.00% | +55+183.3% | Added |
| AdvisorNet Financial, Inc | 89 | $8.91K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 92 | $9.21K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 95 | $9.51K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 98 | $9.81K | 0.00% | +98 | New |
| T. Rowe Price Investment Management, Inc. | 91 | $10.0K | 0.00% | +91 | New |
| Caldwell Sutter Capital, Inc. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 100 | $10.0K | 0.01% | +100 | New |