| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1 | $64 | 0.00% | −17−94.4% | Reduced |
| MidFirst Bank | 2 | $128 | 0.00% | +2 | New |
| GHP Investment Advisors, Inc. | 2 | $129 | 0.00% | +2 | New |
| Davis Capital Management | 4 | $256 | 0.00% | +4 | New |
| Curio Wealth, LLC | 4 | $256 | 0.00% | +4 | New |
| PMV Capital Advisers, LLC | 5 | $288 | 0.00% | −164−97.0% | Reduced |
| Intentional Wealth Strategies, LLC | 5 | $320 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $321 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 5 | $321 | 0.00% | +5 | New |
| Ankerstar Wealth, LLC | 5 | $323 | 0.00% | +5 | New |
| Torren Management, LLC | 5 | $340 | 0.00% | −16−76.2% | Reduced |
| Colonial Trust Co | 6 | $384 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 6 | $385 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 7 | $448 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $448 | 0.00% | +3+75.0% | Added |
| Quaker Wealth Management, LLC | 7 | $449 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 7 | $449 | 0.00% | +7 | New |
| TFC Financial Management | 8 | $513 | 0.00% | +1+14.3% | Added |
| South State Corp. | 10 | $641 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $641 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $641 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $641 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 10 | $641 | 0.00% | +2+25.0% | Added |
| Bruce G. Allen Investments, LLC | 11 | $705 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 12 | $769 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $769 | 0.00% | +6+100.0% | Added |
| Dunhill Financial, LLC | 13 | $859 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 14 | $897 | 0.00% | −9−39.1% | Reduced |
| Evolution Wealth Management Inc. | 14 | $897 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $897 | 0.00% | +2+16.7% | Added |
| Penserra Capital Management LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16 | $1.03K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 17 | $1.09K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 18 | $1.15K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 20 | $1.28K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $1.35K | 0.00% | +21 | New |
| Vermillion Wealth Management, Inc. | 22 | $1.41K | 0.00% | +22 | New |
| Washington Trust Advisors, Inc. | 22 | $1.41K | 0.00% | +22 | New |
| Salomon & Ludwin, LLC | 22 | $1.42K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 23 | $1.47K | 0.00% | +23 | New |
| Kozak & Associates, Inc. | 24 | $1.52K | 0.00% | +1+4.3% | Added |
| Financial Consulate, Inc | 25 | $1.60K | 0.00% | +25 | New |
| Investors Portfolio Services LLC | 25 | $1.66K | 0.00% | +6+31.6% | Added |
| Cornerstone Financial Management LLC | 27 | $1.73K | 0.00% | +8+42.1% | Added |
| Trust Co | 28 | $1.79K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 28 | $1.79K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 29 | $1.86K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $1.86K | 0.00% | +2+7.4% | Added |
| Signature Resources Capital Management, LLC | 30 | $1.92K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $1.92K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 30 | $1.92K | 0.00% | +30 | New |
| Rialto Wealth Management, LLC | 31 | $1.99K | 0.00% | +4+14.8% | Added |
| Bare Financial Services, Inc | 32 | $2.05K | 0.00% | +32 | New |
| DiNuzzo Private Wealth, Inc. | 33 | $2.12K | 0.00% | +4+13.8% | Added |
| Dogwood Wealth Management LLC | 36 | $2.31K | 0.00% | +36 | New |
| Newbridge Financial Services Group, Inc. | 39 | $2.50K | 0.00% | +39 | New |
| United Financial Planning Group LLC | 39 | $2.50K | 0.00% | +39 | New |
| Grove Bank & Trust | 40 | $2.56K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 41 | $2.63K | 0.00% | +24+141.2% | Added |
| Park National Corp | 45 | $2.88K | 0.00% | +45 | New |
| Clear Street Markets LLC | 46 | $2.95K | 0.00% | −4,701−99.0% | Reduced |
| 1015 Capital Partners, LLC | 46 | $2.95K | 0.00% | −9−16.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 46 | $2.95K | 0.00% | +17+58.6% | Added |
| Cornerstone Planning Group LLC | 44 | $2.95K | 0.00% | +8+22.2% | Added |
| TSFG, LLC | 49 | $3.00K | 0.00% | +1+2.1% | Added |
| SHP Wealth Management | 48 | $3.07K | 0.00% | +10+26.3% | Added |
| Clark Wealth Partners | 50 | $3.20K | 0.00% | −3−5.7% | Reduced |
| Creative Capital Management Investments LLC | 50 | $3.20K | 0.00% | +50 | New |
| Whipplewood Advisors, LLC | 53 | $3.40K | 0.00% | +53 | New |
| Abound Wealth Management | 60 | $3.86K | 0.00% | +9+17.6% | Added |
| Millstone Evans Group, LLC | 62 | $3.97K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 62 | $3.97K | 0.00% | +14+29.2% | Added |
| Legacy Wealth Managment, LLC | 64 | $4.10K | 0.00% | −19−22.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 62 | $4.26K | 0.00% | +6+10.7% | Added |
| N.E.W. Advisory Services LLC | 68 | $4.36K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 69 | $4.42K | 0.00% | +1+1.5% | Added |
| Robinswood Financial LLC | 70 | $4.48K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $4.55K | 0.00% | −5−6.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 73 | $4.68K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 77 | $4.93K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 80 | $5.13K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 80 | $5.13K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 87 | $5.57K | 0.00% | +15+20.8% | Added |
| Elevated Capital Advisors, LLC | 89 | $5.70K | 0.00% | −101−53.2% | Reduced |
| Horizon Financial Services, LLC | 90 | $5.77K | 0.00% | +27+42.9% | Added |
| Covestor Ltd | 99 | $6.00K | 0.00% | −3,345−97.1% | Reduced |
| Signature Equity Partners, LLC | 95 | $6.09K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 100 | $6.34K | 0.00% | −198,661−99.9% | Reduced |
| Glen Eagle Advisors, LLC | 100 | $6.41K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 106 | $6.79K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 109 | $6.98K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 95 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 111 | $7.11K | 0.00% | +111 | New |
| Uniplan Investment Counsel, Inc. | 119 | $7.65K | 0.00% | +119 | New |
| MV Capital Management, Inc. | 122 | $7.82K | 0.00% | +8+7.0% | Added |
| RMG Wealth Management LLC | 118 | $7.92K | 0.00% | +118 | New |
| Hilton Head Capital Partners, LLC | 124 | $7.95K | 0.00% | +115+1,277.8% | Added |
| Sawyer & Company, Inc | 125 | $8.01K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 130 | $8.33K | 0.00% | +130 | New |
| Sofos Investments, Inc. | 134 | $8.59K | 0.00% | +134 | New |