| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | −17−68.0% | Reduced |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 1 | $56 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $57 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 2 | $122 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3 | $169 | 0.00% | −28−90.3% | Reduced |
| SHP Wealth Management | 3 | $169 | 0.00% | −5−62.5% | Reduced |
| Hughes Financial Services, LLC | 3 | $169 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $169 | 0.00% | +3 | New |
| Signature Equity Partners, LLC | 4 | $225 | 0.00% | −99−96.1% | Reduced |
| Financial Management Professionals, Inc. | 4 | $225 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 4 | $225 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 5 | $282 | 0.00% | +2+66.7% | Added |
| Tounjian Advisory Partners, LLC | 6 | $324 | 0.00% | +6 | New |
| IFG Advisory, LLC | 8 | $451 | 0.00% | +8 | New |
| Lloyd Advisory Services, LLC. | 8 | $454 | 0.00% | −458−98.3% | Reduced |
| Rialto Wealth Management, LLC | 11 | $620 | 0.00% | −6−35.3% | Reduced |
| Godfrey Financial Associates, Inc. | 11 | $620 | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 12 | $669 | 0.00% | +12 | New |
| Spire Wealth Management | 12 | $676 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $677 | 0.00% | +7+140.0% | Added |
| Breakwater Investment Management | 13 | $733 | 0.00% | +13 | New |
| Transamerica Financial Advisors, Inc. | 15 | $845 | 0.00% | +4+36.4% | Added |
| South State Corp. | 15 | $846 | 0.00% | −311−95.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 17 | $958 | 0.00% | +2+13.3% | Added |
| Raffa Wealth Management, LLC | 19 | $1.07K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 20 | $1.13K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 22 | $1.24K | 0.00% | +7+46.7% | Added |
| Bay Harbor Wealth Management, LLC | 22 | $1.24K | 0.00% | +13+144.4% | Added |
| WealthCollab, LLC | 23 | $1.30K | 0.00% | +23 | New |
| Whittier Trust Co of Nevada Inc | 23 | $1.30K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 24 | $1.35K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 25 | $1.41K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 27 | $1.52K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 27 | $1.52K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 28 | $1.58K | 0.00% | +28 | New |
| City State Bank | 30 | $1.69K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 32 | $1.80K | 0.00% | +16+100.0% | Added |
| Keating Financial Advisory Services, Inc. | 32 | $1.80K | 0.00% | +16+100.0% | Added |
| Millstone Evans Group, LLC | 33 | $1.86K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 38 | $2.14K | 0.00% | −57−60.0% | Reduced |
| Parvin Asset Management, LLC | 40 | $2.25K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 65 | $3.66K | 0.00% | +9+16.1% | Added |
| Bravera Wealth | 67 | $3.77K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 72 | $4.06K | 0.00% | +72 | New |
| Creative Financial Designs Inc | 72 | $4.06K | 0.00% | +1+1.4% | Added |
| Action Point Financial Planning, LLC | 75 | $4.11K | 0.00% | +75 | New |
| DT Investment Partners, LLC | 87 | $4.90K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 88 | $4.96K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 89 | $5.01K | 0.00% | +1+1.1% | Added |
| Cedar Mountain Advisors, LLC | 92 | $5.18K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 100 | $5.63K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 100 | $5.63K | 0.00% | +52+108.3% | Added |
| True Wealth Design, LLC | 103 | $5.80K | 0.00% | −19−15.6% | Reduced |
| Bell Investment Advisors, Inc | 104 | $5.86K | 0.00% | +10+10.6% | Added |
| Owl Creek Wealth Partners LLC | 105 | $5.92K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 106 | $5.97K | 0.00% | −41−27.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 109 | $6.14K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 110 | $6.20K | 0.00% | +2+1.9% | Added |
| Wolff Wiese Magana LLC | 115 | $6.48K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 118 | $6.63K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 123 | $6.93K | 0.00% | −518−80.8% | Reduced |
| Smithfield Trust Co | 135 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 128 | $7.21K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 131 | $7.38K | 0.00% | +23+21.3% | Added |
| Prudent Man Investment Management, Inc. | 171 | $7.46K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 133 | $7.50K | 0.00% | +7+5.6% | Added |
| Highline Wealth Partners LLC | 140 | $7.89K | 0.00% | −27−16.2% | Reduced |
| Atlantic Trust, LLC | 140 | $7.89K | 0.00% | +140 | New |
| Capital Analysts, LLC | 139 | $8.00K | 0.00% | +139 | New |
| BOK Financial Private Wealth, Inc. | 160 | $9.02K | 0.00% | +160 | New |
| Assetmark, Inc | 163 | $9.19K | 0.00% | +31+23.5% | Added |
| YANKCOM Partnership | 170 | $9.58K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 174 | $9.80K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 176 | $9.92K | 0.00% | +165+1,500.0% | Added |
| Covestor Ltd | 184 | $10.0K | 0.01% | +83+82.2% | Added |
| North Star Investment Management Corp. | 200 | $11.3K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 244 | $13.7K | 0.00% | +244 | New |
| Institute for Wealth Management, LLC. | 276 | $15.6K | 0.00% | +276 | New |
| ZRC Wealth Management, LLC | 303 | $17.1K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 355 | $20.0K | 0.00% | +355 | New |
| Private Trust Co NA | 371 | $20.9K | 0.00% | −193−34.2% | Reduced |
| Roble, Belko & Company, Inc | 365 | $21.0K | 0.00% | +4+1.1% | Added |
| Smartleaf Asset Management LLC | 377 | $21.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 410 | $23.1K | 0.01% | −202−33.0% | Reduced |
| Caption Management, LLC | 412 | $23.2K | 0.00% | +412 | New |
| Front Row Advisors LLC | 418 | $24.2K | 0.01% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 439 | $24.8K | 0.01% | −27−5.8% | Reduced |
| Burkett Financial Services, LLC | 441 | $24.9K | 0.01% | +5+1.1% | Added |
| Larson Financial Group LLC | 453 | $25.5K | 0.00% | +373+466.2% | Added |
| Umb Bank N A | 470 | $26.5K | 0.00% | +67+16.6% | Added |
| Los Angeles Capital Management LLC | 473 | $26.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 526 | $29.6K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 600 | $33.8K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 600 | $33.8K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 618 | $34.8K | 0.00% | −16−2.5% | Reduced |
| Richardson Financial Services Inc. | 635 | $35.8K | 0.02% | +20+3.3% | Added |