| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| GPS Wealth Strategies Group, LLC | 1 | $65 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 2 | $131 | 0.00% | −6−75.0% | Reduced |
| West Branch Capital LLC | 2 | $131 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 2 | $131 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 3 | $193 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $261 | 0.00% | +4 | New |
| Activest Wealth Management | 4 | $262 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $262 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 5 | $328 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $393 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 6 | $393 | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 8 | $524 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $528 | 0.00% | +8 | New |
| Blume Capital Management, Inc. | 9 | $590 | 0.00% | +9 | New |
| Wolff Wiese Magana LLC | 10 | $655 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 10 | $655 | 0.00% | +10 | New |
| Sachetta, LLC | 12 | $786 | 0.00% | −5−29.4% | Reduced |
| MPWM Advisory Solutions, LLC | 13 | $851 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 14 | $916 | 0.00% | +14 | New |
| Halbert Hargrove Global Advisors, LLC | 17 | $1.11K | 0.00% | +17 | New |
| Central Trust Co | 18 | $1.18K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 18 | $1.18K | 0.00% | +18 | New |
| Montag A & Associates Inc | 18 | $1.19K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 21 | $1.36K | 0.00% | +10+90.9% | Added |
| N.E.W. Advisory Services LLC | 22 | $1.44K | 0.00% | +22 | New |
| Carolinas Wealth Consulting LLC | 23 | $1.50K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 23 | $1.51K | 0.00% | +23 | New |
| Golden State Wealth Management, LLC | 24 | $1.57K | 0.00% | −225−90.4% | Reduced |
| Bare Financial Services, Inc | 25 | $1.64K | 0.00% | +25 | New |
| Beaird Harris Wealth Management, LLC | 26 | $1.70K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 26 | $1.70K | 0.00% | +20+333.3% | Added |
| Larson Financial Group LLC | 26 | $1.70K | 0.00% | +22+550.0% | Added |
| Sierra Ocean, LLC | 30 | $1.96K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $2.10K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 37 | $2.42K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 43 | $2.81K | 0.00% | +29+207.1% | Added |
| Brown, Lisle/Cummings, Inc. | 43 | $2.81K | 0.00% | +43 | New |
| Eastern Bank | 44 | $2.88K | 0.00% | +44 | New |
| DiNuzzo Private Wealth, Inc. | 45 | $2.95K | 0.00% | −3−6.3% | Reduced |
| Provenance Wealth Advisors, LLC | 47 | $3.08K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 49 | $3.21K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 50 | $3.27K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 50 | $3.27K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 54 | $3.54K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 55 | $3.60K | 0.00% | −1,446−96.3% | Reduced |
| First Command Advisory Services, Inc. | 59 | $3.86K | 0.00% | +59 | New |
| Cetera Trust Company, N.A | 60 | $3.93K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 64 | $4.00K | 0.00% | +64 | New |
| Parkside Financial Bank & Trust | 62 | $4.06K | 0.00% | +6+10.7% | Added |
| Wealth Preservation Advisors, LLC | 62 | $4.06K | 0.00% | +62 | New |
| Sound Income Strategies, LLC | 65 | $4.25K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 65 | $4.25K | 0.00% | +59+983.3% | Added |
| Private Trust Co NA | 66 | $4.32K | 0.00% | +38+135.7% | Added |
| Rosenberg Matthew Hamilton | 73 | $4.78K | 0.00% | +73 | New |
| Spire Wealth Management | 79 | $5.17K | 0.00% | −50−38.8% | Reduced |
| Accent Capital Management, LLC | 79 | $5.17K | 0.00% | +79 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 80 | $5.24K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 81 | $5.30K | 0.00% | +81 | New |
| Bogart Wealth, LLC | 86 | $5.63K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 87 | $5.70K | 0.00% | +87 | New |
| HighMark Wealth Management LLC | 97 | $6.35K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 97 | $6.35K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 99 | $6.48K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 106 | $6.94K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 110 | $7.20K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 114 | $7.46K | 0.00% | −3−2.6% | Reduced |
| FSA Wealth Management LLC | 116 | $7.59K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 127 | $8.31K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 140 | $9.16K | 0.00% | +30+27.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 142 | $9.30K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 148 | $9.69K | 0.00% | +68+85.0% | Added |
| Retirement Wealth Solutions LLC | 153 | $10.0K | 0.01% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 194 | $12.0K | 0.01% | +194 | New |
| Byrne Asset Management LLC | 185 | $12.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 187 | $12.2K | 0.00% | +4+2.2% | Added |
| City Holding Co | 192 | $12.6K | 0.00% | +192 | New |
| WPG Advisers, LLC | 195 | $12.8K | 0.01% | +59+43.4% | Added |
| Richardson Capital Management LLC | 200 | $13.1K | 0.01% | +200 | New |
| Whipplewood Advisors, LLC | 26 | $13.3K | 0.01% | −177−87.2% | Reduced |
| MAI Capital Management | 207 | $13.6K | 0.00% | −28−11.9% | Reduced |
| Geneos Wealth Management Inc. | 219 | $14.3K | 0.00% | +148+208.5% | Added |
| Allworth Financial LP | 223 | $14.4K | 0.00% | −22−9.0% | Reduced |
| Mendota Financial Group, LLC | 240 | $15.7K | 0.02% | −1,160−82.9% | Reduced |
| Creative Financial Designs Inc | 256 | $16.8K | 0.00% | −214−45.5% | Reduced |
| Armstrong Advisory Group, Inc | 250 | $16.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 256 | $17.0K | 0.01% | −22−7.9% | Reduced |
| Hemington Wealth Management | 274 | $17.0K | 0.00% | +79+40.5% | Added |
| SBI Securities Co., Ltd. | 270 | $17.7K | 0.00% | +24+9.8% | Added |
| Hexagon Capital Partners LLC | 315 | $20.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 333 | $22.0K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 331 | $22.0K | 0.00% | +22+7.1% | Added |
| Contravisory Investment Management, Inc. | 337 | $22.1K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 341 | $22.3K | 0.00% | +5+1.5% | Added |
| Skopos Labs, Inc. | 354 | $23.2K | 0.01% | +210+145.8% | Added |
| Rothschild Investment LLC | 365 | $23.9K | 0.00% | +5+1.4% | Added |
| Pinnacle Bancorp, Inc. | 368 | $24.1K | 0.01% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 372 | $24.4K | 0.00% | 00.0% | Unchanged |