| Colonial Trust Advisors | 0 | $2 | 0.00% | −3−100.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 2 | $81 | 0.00% | −3−60.0% | Reduced |
| Dunhill Financial, LLC | 2 | $82 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $122 | 0.00% | −8−72.7% | Reduced |
| Hughes Financial Services, LLC | 4 | $161 | 0.00% | +4 | New |
| Basecamp Wealth Advisors LLC | 4 | $161 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $202 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $242 | 0.00% | −28−82.4% | Reduced |
| Signature Equity Partners, LLC | 6 | $248 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 7 | $282 | 0.00% | +2+40.0% | Added |
| Signature Resources Capital Management, LLC | 8 | $323 | 0.00% | +8 | New |
| Pinnacle Wealth Planning Services, Inc. | 9 | $363 | 0.00% | +9 | New |
| South State Corp. | 10 | $404 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $445 | 0.00% | +10+1,000.0% | Added |
| Rossby Financial, LCC | 12 | $484 | 0.00% | +10+500.0% | Added |
| Cromwell Holdings LLC | 14 | $565 | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $646 | 0.00% | −3−15.8% | Reduced |
| MAI Capital Management | 21 | $848 | 0.00% | −14−40.0% | Reduced |
| Manning & Napier Advisors LLC | 22 | $894 | 0.00% | +22 | New |
| Frazier Financial Advisors, LLC | 23 | $929 | 0.00% | +23 | New |
| CBIZ Investment Advisory Services, LLC | 31 | $1.25K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 36 | $1.46K | 0.00% | −6−14.3% | Reduced |
| Turning Point Benefit Group, Inc. | 37 | $1.49K | 0.00% | +37 | New |
| Cornerstone Planning Group LLC | 37 | $1.57K | 0.00% | +1+2.8% | Added |
| Zions Bancorporation, National Association | 40 | $1.61K | 0.00% | +40 | New |
| Elyxium Wealth, LLC | 40 | $1.61K | 0.00% | +40 | New |
| Medallion Wealth Advisors, LLC | 43 | $1.74K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 46 | $1.86K | 0.00% | +46 | New |
| Manchester Capital Management LLC | 60 | $2.42K | 0.00% | +26+76.5% | Added |
| Steward Partners Investment Advisory, LLC | 61 | $2.46K | 0.00% | −105−63.3% | Reduced |
| Rothschild Investment LLC | 62 | $2.50K | 0.00% | +62 | New |
| J.Safra Asset Management Corp | 64 | $2.58K | 0.00% | +64 | New |
| Farmers & Merchants Investments Inc | 74 | $2.99K | 0.00% | +4+5.7% | Added |
| Prestige Wealth Management Group LLC | 74 | $2.99K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 75 | $3.03K | 0.00% | +75 | New |
| SBI Securities Co., Ltd. | 86 | $3.47K | 0.00% | +1+1.2% | Added |
| TD Capital Management LLC | 88 | $3.55K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 88 | $3.55K | 0.00% | +10+12.8% | Added |
| Signaturefd, LLC | 90 | $3.63K | 0.00% | −112−55.4% | Reduced |
| TD Waterhouse Canada Inc. | 100 | $4.04K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 100 | $4.04K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 110 | $4.44K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 112 | $4.52K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 114 | $4.60K | 0.00% | +114 | New |
| Nisa Investment Advisors, LLC | 116 | $4.68K | 0.00% | −3−2.5% | Reduced |
| High Note Wealth, LLC | 119 | $4.80K | 0.00% | +119 | New |
| Parkside Financial Bank & Trust | 122 | $4.93K | 0.00% | −20−14.1% | Reduced |
| Central Trust Co | 134 | $5.41K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 136 | $5.49K | 0.00% | −64−32.0% | Reduced |
| Root Financial Partners, LLC | 146 | $5.89K | 0.00% | −64−30.5% | Reduced |
| Retirement Wealth Solutions LLC | 159 | $6.42K | 0.00% | −80−33.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 158 | $6.52K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 164 | $6.62K | 0.00% | −666−80.2% | Reduced |
| DT Investment Partners, LLC | 187 | $7.55K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 206 | $8.00K | 0.00% | +2+1.0% | Added |
| SageView Advisory Group, LLC | 205 | $8.26K | 0.00% | +205 | New |
| Steigerwald, Gordon & Koch Inc. | 220 | $8.90K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 242 | $9.77K | 0.00% | +242 | New |
| Mechanics Financial Corp | 250 | $10.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 250 | $10.1K | 0.00% | +36+16.8% | Added |
| TD Private Client Wealth LLC | 257 | $10.4K | 0.00% | −7−2.7% | Reduced |
| Private Wealth Asset Management, LLC | 270 | $10.9K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 288 | $11.6K | 0.01% | +288 | New |
| Rogco, LP | 297 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 300 | $12.1K | 0.00% | +225+300.0% | Added |
| Parallel Advisors, LLC | 315 | $12.7K | 0.00% | +155+96.9% | Added |
| Larson Financial Group LLC | 361 | $14.6K | 0.00% | −7−1.9% | Reduced |
| Los Angeles Capital Management LLC | 400 | $15.3K | 0.00% | +400 | New |
| City State Bank | 400 | $16.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 424 | $17.0K | 0.00% | −76−15.2% | Reduced |
| Penserra Capital Management LLC | 433 | $17.0K | 0.00% | −4−0.9% | Reduced |
| LRI Investments, LLC | 472 | $19.1K | 0.00% | +323+216.8% | Added |
| EverSource Wealth Advisors, LLC | 485 | $19.6K | 0.00% | −168−25.7% | Reduced |
| Bell Investment Advisors, Inc | 511 | $20.6K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 512 | $20.7K | 0.01% | +512 | New |
| Quent Capital, LLC | 564 | $22.8K | 0.00% | −570−50.3% | Reduced |
| Versant Capital Management, Inc | 572 | $23.1K | 0.00% | −79−12.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 600 | $24.2K | 0.00% | +600 | New |
| Nomura Asset Management Co Ltd | 680 | $27.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 700 | $28.3K | 0.00% | −42−5.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 713 | $28.8K | 0.01% | −54−7.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 735 | $29.7K | 0.01% | +707+2,525.0% | Added |
| CWM, LLC | 792 | $32.0K | 0.00% | +72+10.0% | Added |
| CIBC Private Wealth Group, LLC | 798 | $32.2K | 0.00% | +91+12.9% | Added |
| Smartleaf Asset Management LLC | 800 | $32.5K | 0.00% | −239−23.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 813 | $33.0K | 0.00% | +140+20.8% | Added |
| Simplex Trading, LLC | 862 | $34.8K | 0.00% | +809+1,526.4% | Added |
| Assetmark, Inc | 880 | $35.5K | 0.00% | −365−29.3% | Reduced |
| Danske Bank A/S | 1,000 | $40.4K | 0.00% | +700+233.3% | Added |
| Fifth Third Bancorp | 1,084 | $43.8K | 0.00% | +295+37.4% | Added |
| CX Institutional | 1,198 | $48.0K | 0.00% | +108+9.9% | Added |
| Silicon Valley Capital Partners | 1,447 | $58.4K | 0.01% | +7+0.5% | Added |
| State of Wyoming | 1,482 | $59.8K | 0.01% | −1,996−57.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,579 | $63.8K | 0.00% | −2,639−62.6% | Reduced |
| Global Retirement Partners, LLC | 1,621 | $65.4K | 0.00% | +1,433+762.2% | Added |
| Ronald Blue Trust, Inc. | 1,627 | $65.7K | 0.00% | +1,030+172.5% | Added |
| Jones Financial Companies LLLP | 1,844 | $74.4K | 0.00% | +311+20.3% | Added |
| IFP Advisors, Inc | 2,016 | $81.4K | 0.00% | −7−0.3% | Reduced |
| Umb Bank N A | 2,086 | $84.2K | 0.00% | +2,009+2,609.1% | Added |
| STRS Ohio | 2,116 | $85.4K | 0.00% | +3+0.1% | Added |
