| Vermillion Wealth Management, Inc. | 1 | $36 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 2 | $73 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 3 | $109 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $123 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $145 | 0.00% | +2+100.0% | Added |
| JFS Wealth Advisors, LLC | 4 | $146 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $146 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 5 | $182 | 0.00% | +3+150.0% | Added |
| Bogart Wealth, LLC | 5 | $182 | 0.00% | +5 | New |
| Harbour Investments, Inc. | 5 | $184 | 0.00% | −4−44.4% | Reduced |
| Raffa Wealth Management, LLC | 6 | $219 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $219 | 0.00% | +1+20.0% | Added |
| Financial Management Professionals, Inc. | 8 | $291 | 0.00% | +4+100.0% | Added |
| TopTier Wealth Management, LLC | 8 | $291 | 0.00% | +8 | New |
| American Capital Advisory, LLC | 9 | $328 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $365 | 0.00% | −36−78.3% | Reduced |
| Cornerstone Planning Group LLC | 13 | $489 | 0.00% | +4+44.4% | Added |
| CVA Family Office, LLC | 14 | $510 | 0.00% | +14 | New |
| Kilter Group LLC | 14 | $510 | 0.00% | +14 | New |
| TFC Financial Management | 15 | $547 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 17 | $619 | 0.00% | +17 | New |
| Cromwell Holdings LLC | 18 | $656 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 20 | $728 | 0.00% | 00.0% | Unchanged |
| Security National Bank | 20 | $728 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 20 | $728 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 23 | $838 | 0.00% | +12+109.1% | Added |
| JPL Wealth Management, LLC | 23 | $838 | 0.00% | +23 | New |
| Torren Management, LLC | 24 | $874 | 0.00% | −54−69.2% | Reduced |
| AdvisorNet Financial, Inc | 30 | $1.09K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 30 | $1.09K | 0.00% | +30 | New |
| Highline Wealth Partners LLC | 30 | $1.09K | 0.00% | +30 | New |
| Principia Wealth Advisory, LLC | 32 | $1.17K | 0.00% | −2−5.9% | Reduced |
| International Assets Investment Management, LLC | 33 | $1.21K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 36 | $1.31K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 41 | $1.49K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 42 | $1.51K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 43 | $1.57K | 0.00% | +7+19.4% | Added |
| Zions Bancorporation, National Association | 43 | $1.57K | 0.00% | +26+152.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 45 | $1.64K | 0.00% | −2−4.3% | Reduced |
| Sunbelt Securities, Inc. | 52 | $1.89K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 56 | $2.04K | 0.00% | +56 | New |
| Curio Wealth, LLC | 62 | $2.26K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 75 | $2.73K | 0.00% | +16+27.1% | Added |
| Bare Financial Services, Inc | 81 | $2.95K | 0.00% | +67+478.6% | Added |
| Fourth Dimension Wealth, LLC | 88 | $3.21K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 89 | $3.24K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 97 | $3.53K | 0.00% | +57+142.5% | Added |
| Triumph Capital Management | 100 | $3.64K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 100 | $3.64K | 0.00% | +100 | New |
| Leonteq Securities AG | 106 | $3.86K | 0.00% | −203−65.7% | Reduced |
| Private Wealth Management Group, LLC | 112 | $4.08K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 113 | $4.12K | 0.00% | +45+66.2% | Added |
| Rossby Financial, LCC | 120 | $4.39K | 0.00% | +66+122.2% | Added |
| Bartlett & Co. Wealth Management LLC | 120 | $4.40K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 124 | $4.52K | 0.00% | +24+24.0% | Added |
| Smartleaf Asset Management LLC | 135 | $4.78K | 0.00% | −55−28.9% | Reduced |
| Clearstead Advisors, LLC | 134 | $4.88K | 0.00% | −572−81.0% | Reduced |
| Smithfield Trust Co | 130 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 138 | $5.03K | 0.00% | +138 | New |
| HHM Wealth Advisors, LLC | 153 | $5.57K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 159 | $5.79K | 0.00% | −37−18.9% | Reduced |
| Itau Unibanco Holding S.A. | 175 | $6.37K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 182 | $6.63K | 0.00% | −2,910−94.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 192 | $6.99K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 179 | $7.00K | 0.00% | −1,726−90.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 193 | $7.04K | 0.00% | +78+67.8% | Added |
| Hilton Head Capital Partners, LLC | 200 | $7.28K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 212 | $7.72K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 212 | $7.72K | 0.00% | +45+26.9% | Added |
| ZRC Wealth Management, LLC | 233 | $8.49K | 0.00% | +233 | New |
| Vanguard National Trust Co | 236 | $8.60K | 0.00% | +236 | New |
| SBI Securities Co., Ltd. | 247 | $9.00K | 0.00% | −1−0.4% | Reduced |
| Mather Group, LLC. | 274 | $9.98K | 0.00% | +274 | New |
| Ronald Blue Trust, Inc. | 282 | $10.3K | 0.00% | −120−29.9% | Reduced |
| TD Waterhouse Canada Inc. | 318 | $11.6K | 0.00% | +318 | New |
| Vaughan Nelson Investment Management, L.P. | 320 | $11.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 327 | $11.9K | 0.00% | +6+1.9% | Added |
| Strategic Wealth Partners, Ltd. | 328 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 394 | $13.0K | 0.00% | +118+42.8% | Added |
| Whittier Trust Co | 392 | $14.1K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 396 | $14.4K | 0.00% | +396 | New |
| HM Payson & Co | 400 | $14.6K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 400 | $14.6K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 400 | $14.6K | 0.00% | +400 | New |
| Basecamp Wealth Advisors LLC | 405 | $14.8K | 0.00% | +141+53.4% | Added |
| GAMMA Investing LLC | 464 | $16.9K | 0.00% | +208+81.3% | Added |
| Activest Wealth Management | 485 | $17.7K | 0.00% | +3+0.6% | Added |
| Huntington National Bank | 508 | $18.5K | 0.00% | +21+4.3% | Added |
| Los Angeles Capital Management LLC | 524 | $19.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 546 | $19.9K | 0.00% | −117−17.6% | Reduced |
| Ancora Advisors, LLC | 581 | $21.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 588 | $21.4K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 600 | $21.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 625 | $22.8K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 690 | $25.1K | 0.00% | −74−9.7% | Reduced |
| Nomura Asset Management Co Ltd | 740 | $27.0K | 0.00% | +740 | New |
| SJS Investment Consulting Inc. | 806 | $29.4K | 0.00% | +212+35.7% | Added |
| IFP Advisors, Inc | 900 | $32.8K | 0.00% | −14−1.5% | Reduced |
| GHP Investment Advisors, Inc. | 915 | $33.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 918 | $33.4K | 0.00% | −102−10.0% | Reduced |