| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $137 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $137 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $137 | 0.00% | +1 | New |
| Signature Equity Partners, LLC | 1 | $137 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $138 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $138 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $138 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $211 | 0.00% | −1−50.0% | Reduced |
| Essential Partners LLC | 2 | $274 | 0.00% | −9−81.8% | Reduced |
| Activest Wealth Management | 2 | $274 | 0.00% | +1+100.0% | Added |
| AdvisorNet Financial, Inc | 2 | $274 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $275 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $275 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $411 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $411 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $412 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $412 | 0.00% | +3 | New |
| American National Bank | 4 | $548 | 0.00% | −67−94.4% | Reduced |
| Natixis | 4 | $549 | 0.00% | −48,952−100.0% | Reduced |
| UMA Financial Services, Inc. | 4 | $549 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $549 | 0.00% | +1+33.3% | Added |
| Marquette Asset Management, LLC | 4 | $549 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 4 | $571 | 0.00% | +4 | New |
| South State Corp. | 5 | $686 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $686 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 5 | $686 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $823 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 6 | $823 | 0.00% | +6 | New |
| Montag A & Associates Inc | 7 | $925 | 0.00% | +7 | New |
| TD Private Client Wealth LLC | 7 | $960 | 0.00% | −7−50.0% | Reduced |
| Retirement Wealth Solutions LLC | 7 | $960 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $1.10K | 0.00% | +2+33.3% | Added |
| Bare Financial Services, Inc | 9 | $1.23K | 0.00% | +5+125.0% | Added |
| Harbor Investment Advisory, LLC | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 10 | $1.37K | 0.00% | +10 | New |
| Harbour Investments, Inc. | 11 | $1.51K | 0.00% | −56−83.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 11 | $1.51K | 0.00% | +3+37.5% | Added |
| Bell Investment Advisors, Inc | 11 | $1.51K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $1.51K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 12 | $1.65K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 12 | $1.73K | 0.00% | +12 | New |
| Cromwell Holdings LLC | 14 | $1.92K | 0.00% | +5+55.6% | Added |
| Raleigh Capital Management Inc. | 15 | $2.06K | 0.00% | +15 | New |
| NBC Securities, Inc. | 16 | $2.19K | 0.00% | +1+6.7% | Added |
| Strategic Advocates LLC | 16 | $2.19K | 0.01% | +16 | New |
| Three Bearings Fiduciary Advisors, Inc. | 16 | $2.19K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 17 | $2.33K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 17 | $2.35K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 18 | $2.47K | 0.00% | +18 | New |
| Clearstead Advisors, LLC | 20 | $2.74K | 0.00% | −281−93.4% | Reduced |
| JPL Wealth Management, LLC | 25 | $3.43K | 0.00% | +25 | New |
| Valued Wealth Advisors LLC | 25 | $3.43K | 0.00% | +20+400.0% | Added |
| Advisory Services Network, LLC | 26 | $3.57K | 0.00% | +26 | New |
| Cranbrook Wealth Management, LLC | 27 | $3.70K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 27 | $3.70K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 30 | $4.11K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 30 | $4.11K | 0.00% | +30 | New |
| Keating Financial Advisory Services, Inc. | 34 | $4.66K | 0.00% | −21−38.2% | Reduced |
| Asset Dedication, LLC | 34 | $4.66K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 37 | $5.07K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 38 | $5.21K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 40 | $5.49K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 41 | $5.62K | 0.00% | +9+28.1% | Added |
| Highline Wealth Partners LLC | 44 | $6.03K | 0.00% | +44 | New |
| Fortitude Family Office, LLC | 49 | $6.72K | 0.00% | +34+226.7% | Added |
| Eastern Bank | 50 | $6.86K | 0.00% | −50−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 50 | $6.86K | 0.00% | +3+6.4% | Added |
| Rossby Financial, LCC | 51 | $6.99K | 0.00% | +42+466.7% | Added |
| Toth Financial Advisory Corp | 53 | $7.27K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 60 | $8.23K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 65 | $8.91K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 66 | $9.05K | 0.00% | +66 | New |
| LRI Investments, LLC | 66 | $9.05K | 0.00% | +66 | New |
| First Horizon Corp | 68 | $9.32K | 0.00% | +17+33.3% | Added |
| Parkside Financial Bank & Trust | 69 | $9.46K | 0.00% | −10−12.7% | Reduced |
| CoreCap Advisors, LLC | 75 | $10.3K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 77 | $10.6K | 0.00% | −2−2.5% | Reduced |
| CVA Family Office, LLC | 87 | $11.9K | 0.00% | +82+1,640.0% | Added |
| Financial Consulate, Inc | 91 | $12.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 92 | $12.6K | 0.00% | +27+41.5% | Added |
| Transamerica Financial Advisors, Inc. | 97 | $13.3K | 0.00% | +52+115.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 98 | $13.4K | 0.00% | +9+10.1% | Added |
| Group One Trading, L.P. | 100 | $13.7K | 0.00% | +100 | New |
| Hickory Point Bank & Trust | 100 | $13.7K | 0.01% | +100 | New |
| TD Waterhouse Canada Inc. | 101 | $13.8K | 0.00% | +94+1,342.9% | Added |
| SBI Securities Co., Ltd. | 108 | $14.8K | 0.00% | −9−7.7% | Reduced |
| CX Institutional | 110 | $15.0K | 0.00% | +110 | New |
| Twin Peaks Wealth Advisors, LLC | 111 | $15.2K | 0.00% | +111 | New |
| True Wealth Design, LLC | 115 | $15.8K | 0.00% | +12+11.7% | Added |
| Smartleaf Asset Management LLC | 124 | $16.3K | 0.00% | +16+14.8% | Added |
| Private Trust Co NA | 125 | $17.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 130 | $17.8K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 136 | $18.6K | 0.01% | +136 | New |
| Rothschild Investment LLC | 137 | $18.8K | 0.00% | +110+407.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 151 | $20.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 167 | $23.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 178 | $24.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 188 | $25.8K | 0.00% | +18+10.6% | Added |