| CWM Advisors, LLC | 1 | $64 | 0.00% | +1 | New |
| Murphy & Mullick Capital Management Corp | 1 | $96 | 0.00% | +1 | New |
| Scarborough Advisors, LLC | 2 | $192 | 0.00% | −1−33.3% | Reduced |
| Cypress Capital Management LLC (WY) | 2 | $192 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 2 | $192 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 3 | $288 | 0.00% | −13−81.3% | Reduced |
| Davis Capital Management | 3 | $288 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 4 | $384 | 0.00% | +4 | New |
| United Community Bank | 5 | $480 | 0.00% | −10−66.7% | Reduced |
| Luken Investment Analytics, LLC | 5 | $480 | 0.00% | +5 | New |
| Quattro Advisors LLC | 5 | $480 | 0.00% | +5 | New |
| NorthAvenue LLC | 5 | $480 | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 6 | $576 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 6 | $576 | 0.00% | +6 | New |
| Investors Portfolio Services LLC | 8 | $763 | 0.00% | +8 | New |
| TFC Financial Management | 9 | $864 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 9 | $864 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 10 | $959 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $960 | 0.00% | −5−33.3% | Reduced |
| Ogorek Anthony Joseph | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 18 | $1.00K | 0.00% | +18 | New |
| FNY Investment Advisers, LLC | 20 | $1.00K | 0.00% | +20 | New |
| WestEnd Advisors, LLC | 12 | $1.15K | 0.00% | +3+33.3% | Added |
| Westside Investment Management, Inc. | 12 | $1.15K | 0.00% | +12 | New |
| Crewe Advisors LLC | 12 | $1.15K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 13 | $1.25K | 0.00% | +5+62.5% | Added |
| Sunrise Financial Services, LLC | 13 | $1.25K | 0.00% | +13 | New |
| 1015 Capital Partners, LLC | 13 | $1.25K | 0.00% | +13 | New |
| Oakworth Capital, Inc. | 14 | $1.34K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 14 | $1.34K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 14 | $1.34K | 0.00% | +10+250.0% | Added |
| Sittner & Nelson, LLC | 15 | $1.51K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 16 | $1.53K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 17 | $1.64K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 19 | $1.82K | 0.00% | −112−85.5% | Reduced |
| Winch Advisory Services, LLC | 19 | $1.82K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 19 | $1.82K | 0.00% | +19 | New |
| Networth Advisors, LLC | 19 | $1.82K | 0.00% | +19 | New |
| NVWM, LLC | 21 | $2.01K | 0.00% | −5−19.2% | Reduced |
| Financial Consulate, Inc | 21 | $2.02K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 23 | $2.21K | 0.00% | −3−11.5% | Reduced |
| Country Trust Bank | 23 | $2.21K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 24 | $2.30K | 0.00% | +24 | New |
| Independence Bank of Kentucky | 25 | $2.40K | 0.00% | +25 | New |
| High Note Wealth, LLC | 25 | $2.40K | 0.00% | +25 | New |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $2.49K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $2.49K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 27 | $2.59K | 0.00% | +27 | New |
| Dunhill Financial, LLC | 29 | $2.81K | 0.00% | +4+16.0% | Added |
| Wilkerson Advisory Group LLC | 32 | $3.07K | 0.00% | +32 | New |
| 1620 Investment Advisors, Inc. | 33 | $3.17K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 34 | $3.26K | 0.00% | +11+47.8% | Added |
| Trust Co | 35 | $3.36K | 0.00% | −36−50.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 37 | $3.55K | 0.00% | +14+60.9% | Added |
| Rialto Wealth Management, LLC | 38 | $3.65K | 0.00% | +4+11.8% | Added |
| Rakuten Securities, Inc. | 39 | $3.74K | 0.00% | −73−65.2% | Reduced |
| J.Safra Asset Management Corp | 40 | $3.84K | 0.00% | −20−33.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 40 | $3.84K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 41 | $3.96K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 42 | $4.03K | 0.00% | −68−61.8% | Reduced |
| Kilter Group LLC | 42 | $4.03K | 0.00% | +24+133.3% | Added |
| Manning & Napier Advisors LLC | 43 | $4.16K | 0.00% | +43 | New |
| Barrett & Company, Inc. | 44 | $4.22K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 44 | $4.22K | 0.00% | +44 | New |
| Hallmark Capital Management Inc | 45 | $4.32K | 0.00% | +45 | New |
| Sound Income Strategies, LLC | 49 | $4.44K | 0.00% | +44+880.0% | Added |
| DiNuzzo Private Wealth, Inc. | 50 | $4.80K | 0.00% | −1−2.0% | Reduced |
| WPG Advisers, LLC | 52 | $4.99K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 52 | $4.99K | 0.00% | +52 | New |
| Hager Investment Management Services, LLC | 52 | $4.99K | 0.00% | +52 | New |
| Hilton Head Capital Partners, LLC | 52 | $4.99K | 0.00% | +52 | New |
| Joseph Group Capital Management | 53 | $5.08K | 0.00% | +53 | New |
| Steigerwald, Gordon & Koch Inc. | 55 | $5.28K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 55 | $5.28K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 56 | $5.37K | 0.00% | +56 | New |
| Triumph Capital Management | 57 | $5.47K | 0.00% | +57 | New |
| Manchester Capital Management LLC | 59 | $5.66K | 0.00% | −35−37.2% | Reduced |
| Bogart Wealth, LLC | 61 | $5.85K | 0.00% | −2−3.2% | Reduced |
| Colonial Trust Advisors | 62 | $5.95K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 62 | $5.95K | 0.00% | +25+67.6% | Added |
| CoreCap Advisors, LLC | 64 | $6.14K | 0.00% | +37+137.0% | Added |
| UMA Financial Services, Inc. | 65 | $6.24K | 0.00% | −72−52.6% | Reduced |
| Raffa Wealth Management, LLC | 65 | $6.24K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 66 | $6.33K | 0.00% | −75−53.2% | Reduced |
| Red Tortoise LLC | 69 | $6.62K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 70 | $6.71K | 0.00% | +70 | New |
| Howard Hughes Medical Institute | 78 | $7.48K | 0.00% | −2−2.5% | Reduced |
| Kozak & Associates, Inc. | 79 | $7.52K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 80 | $7.67K | 0.00% | −221−73.4% | Reduced |
| Albion Financial Group | 83 | $7.96K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 87 | $8.35K | 0.01% | +87 | New |
| Bruce G. Allen Investments, LLC | 89 | $8.54K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 89 | $8.54K | 0.00% | +89 | New |
| Washington Trust Advisors, Inc. | 91 | $8.75K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 96 | $9.00K | 0.00% | −29−23.2% | Reduced |
| Park Place Capital Corp | 95 | $9.11K | 0.00% | −5−5.0% | Reduced |
| Wealth Watch Advisors, INC | 96 | $9.21K | 0.00% | −8−7.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 97 | $9.30K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 99 | $9.50K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 107 | $9.74K | 0.00% | +107 | New |