| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Sachetta, LLC | 1 | $157 | 0.00% | −4−80.0% | Reduced |
| GHP Investment Advisors, Inc. | 1 | $157 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $157 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $157 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $157 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $241 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $314 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $314 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $314 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $314 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $314 | 0.00% | +2 | New |
| Leonteq Securities AG | 3 | $471 | 0.00% | −746−99.6% | Reduced |
| American Capital Advisory, LLC | 3 | $471 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $471 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $471 | 0.00% | +2+200.0% | Added |
| USA Financial Formulas | 3 | $471 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 4 | $567 | 0.00% | 00.0% | Unchanged |
| American National Bank | 4 | $625 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 4 | $628 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 5 | $755 | 0.00% | +2+66.7% | Added |
| South State Corp. | 5 | $785 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 5 | $785 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6 | $942 | 0.00% | −4−40.0% | Reduced |
| Retirement Wealth Solutions LLC | 6 | $942 | 0.00% | −1−14.3% | Reduced |
| Avion Wealth | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7 | $1.10K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 8 | $1.21K | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 8 | $1.26K | 0.00% | +4+100.0% | Added |
| Harbour Investments, Inc. | 9 | $1.41K | 0.00% | −2−18.2% | Reduced |
| Bare Financial Services, Inc | 9 | $1.41K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $1.57K | 0.00% | +2+25.0% | Added |
| Bell Investment Advisors, Inc | 11 | $1.73K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $1.73K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $1.88K | 0.00% | +1+9.1% | Added |
| Raffa Wealth Management, LLC | 12 | $1.88K | 0.00% | +6+100.0% | Added |
| Manning & Napier Advisors LLC | 13 | $2.01K | 0.00% | +13 | New |
| ZRC Wealth Management, LLC | 15 | $2.35K | 0.00% | −3−16.7% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 16 | $2.51K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 17 | $2.67K | 0.00% | −13−43.3% | Reduced |
| Creative Capital Management Investments LLC | 17 | $2.67K | 0.00% | +17 | New |
| Atlantic Trust, LLC | 17 | $2.67K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 17 | $2.70K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 18 | $2.83K | 0.00% | +18 | New |
| NBC Securities, Inc. | 23 | $3.61K | 0.00% | +7+43.8% | Added |
| Cromwell Holdings LLC | 24 | $3.77K | 0.00% | +10+71.4% | Added |
| Silver Grove Financial Group, Inc. | 24 | $3.77K | 0.00% | +24 | New |
| Cranbrook Wealth Management, LLC | 27 | $4.24K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 27 | $4.24K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 27 | $4.24K | 0.00% | +27 | New |
| Valued Wealth Advisors LLC | 28 | $4.40K | 0.00% | +3+12.0% | Added |
| Central Trust Co | 30 | $4.71K | 0.00% | −7−18.9% | Reduced |
| Owl Creek Wealth Partners LLC | 30 | $4.71K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $4.71K | 0.00% | −39−56.5% | Reduced |
| Asset Dedication, LLC | 34 | $5.34K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 39 | $5.81K | 0.00% | +39 | New |
| Steigerwald, Gordon & Koch Inc. | 38 | $5.96K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 41 | $6.20K | 0.00% | −60−59.4% | Reduced |
| Highline Wealth Partners LLC | 44 | $6.91K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 46 | $7.22K | 0.00% | −3−6.1% | Reduced |
| True Wealth Design, LLC | 49 | $7.69K | 0.00% | −66−57.4% | Reduced |
| Rossby Financial, LCC | 50 | $7.85K | 0.00% | −1−2.0% | Reduced |
| Eastern Bank | 50 | $7.85K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 50 | $7.85K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 52 | $8.16K | 0.00% | +2+4.0% | Added |
| Toth Financial Advisory Corp | 53 | $8.32K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 53 | $8.32K | 0.00% | +13+32.5% | Added |
| Farmers & Merchants Investments Inc | 60 | $9.42K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 62 | $9.73K | 0.00% | +21+51.2% | Added |
| SJS Investment Consulting Inc. | 63 | $9.89K | 0.00% | −181−74.2% | Reduced |
| Heritage Wealth Advisors | 66 | $10.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 70 | $11.0K | 0.00% | +4+6.1% | Added |
| CoreCap Advisors, LLC | 75 | $11.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 77 | $12.1K | 0.00% | −10−11.5% | Reduced |
| Triumph Capital Management | 77 | $12.1K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 91 | $14.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 94 | $14.8K | 0.00% | −4−4.1% | Reduced |
| Rothschild Investment LLC | 100 | $15.7K | 0.00% | −37−27.0% | Reduced |
| Hickory Point Bank & Trust | 100 | $15.7K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 100 | $15.7K | 0.00% | +3+3.1% | Added |
| Zions Bancorporation, National Association | 101 | $15.9K | 0.00% | +9+9.8% | Added |
| Private Trust Co NA | 104 | $16.3K | 0.00% | −21−16.8% | Reduced |
| SBI Securities Co., Ltd. | 108 | $17.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 110 | $17.0K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 117 | $18.4K | 0.07% | +101+631.3% | Added |
| Bullseye Investment Management, LLC | 119 | $18.7K | 0.01% | +119 | New |
| Smartleaf Asset Management LLC | 124 | $19.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 123 | $19.3K | 0.00% | +55+80.9% | Added |
| Keating Financial Advisory Services, Inc. | 124 | $19.5K | 0.00% | +90+264.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 151 | $23.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 167 | $24.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 163 | $25.6K | 0.00% | −76−31.8% | Reduced |
| Index Technologies Group LLC | 172 | $27.0K | 0.02% | +172 | New |
| Geneos Wealth Management Inc. | 178 | $27.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 183 | $28.7K | 0.00% | −23−11.2% | Reduced |
| Oakworth Capital, Inc. | 191 | $28.8K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 200 | $31.4K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 201 | $31.5K | 0.01% | +201 | New |
| Mather Group, LLC. | 204 | $31.9K | 0.00% | 00.0% | Unchanged |