| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| True Wealth Design, LLC | 3 | $218 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $295 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $361 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $362 | 0.00% | −2−28.6% | Reduced |
| Colonial Trust Advisors | 5 | $362 | 0.00% | +3+150.0% | Added |
| Aspect Partners, LLC | 5 | $362 | 0.00% | +5 | New |
| Frazier Financial Advisors, LLC | 5 | $362 | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $434 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7 | $506 | 0.00% | −5−41.7% | Reduced |
| SJS Investment Consulting Inc. | 11 | $796 | 0.00% | −3−21.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $869 | 0.00% | +12 | New |
| Sunbelt Securities, Inc. | 13 | $940 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $940 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 13 | $940 | 0.00% | +13 | New |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | −10−58.8% | Reduced |
| Avion Wealth | 14 | $1.00K | 0.00% | +8+133.3% | Added |
| Raleigh Capital Management Inc. | 15 | $1.08K | 0.00% | +15 | New |
| Dunhill Financial, LLC | 16 | $1.19K | 0.00% | +16 | New |
| Trifecta Capital Advisors, LLC | 17 | $1.23K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 21 | $1.52K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 22 | $1.59K | 0.00% | +22 | New |
| Carolinas Wealth Consulting LLC | 24 | $1.74K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 25 | $1.79K | 0.00% | −3−10.7% | Reduced |
| Bellevue Asset Management, LLC | 25 | $1.81K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 25 | $1.81K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 26 | $1.88K | 0.00% | −5−16.1% | Reduced |
| TCTC Holdings, LLC | 27 | $1.95K | 0.00% | +27 | New |
| Lee Financial Co | 27 | $1.95K | 0.00% | −590−95.6% | Reduced |
| Resources Management Corp | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 28 | $2.03K | 0.00% | +28 | New |
| Raffa Wealth Management, LLC | 30 | $2.17K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 33 | $2.39K | 0.00% | −7−17.5% | Reduced |
| Key Financial Inc | 33 | $2.39K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 34 | $2.46K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 39 | $2.82K | 0.00% | −411−91.3% | Reduced |
| Beacon Capital Management, LLC | 38 | $2.84K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $3.00K | 0.00% | +30+150.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 51 | $3.69K | 0.00% | +51 | New |
| Private Wealth Management Group, LLC | 61 | $4.41K | 0.00% | +61 | New |
| Baystate Wealth Management LLC | 70 | $5.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 73 | $5.28K | 0.00% | +12+19.7% | Added |
| Bruce G. Allen Investments, LLC | 75 | $5.43K | 0.00% | +75 | New |
| JFS Wealth Advisors, LLC | 76 | $5.50K | 0.00% | +46+153.3% | Added |
| Cetera Trust Company, N.A | 84 | $6.08K | 0.00% | +84 | New |
| GW&K Investment Management, LLC | 90 | $7.00K | 0.00% | −39−30.2% | Reduced |
| City State Bank | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $7.23K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 100 | $7.23K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 100 | $7.23K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $7.23K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 100 | $7.23K | 0.01% | +100 | New |
| Gs Investments, Inc. | 103 | $7.45K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 104 | $7.51K | 0.00% | +1+1.0% | Added |
| West Paces Advisors Inc. | 110 | $7.96K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 114 | $8.25K | 0.00% | −179−61.1% | Reduced |
| St Germain D J Co Inc | 115 | $8.32K | 0.00% | −465−80.2% | Reduced |
| Ruedi Wealth Management, Inc. | 119 | $8.59K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 123 | $8.90K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 126 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 126 | $9.12K | 0.01% | +126 | New |
| JNBA Financial Advisors | 128 | $9.26K | 0.00% | +128 | New |
| JJJ Advisors Inc. | 131 | $9.48K | 0.00% | −219−62.6% | Reduced |
| Investors Research Corp | 136 | $9.84K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 139 | $10.1K | 0.00% | −47−25.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 140 | $10.1K | 0.00% | −100−41.7% | Reduced |
| DB Wealth Management Group, LLC | 142 | $10.3K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 147 | $10.6K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 150 | $10.9K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 155 | $11.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 170 | $12.3K | 0.00% | −29−14.6% | Reduced |
| Farmers & Merchants Investments Inc | 170 | $12.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 178 | $12.9K | 0.00% | −55−23.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 193 | $14.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 195 | $14.0K | 0.00% | −72−27.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 194 | $14.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 200 | $14.5K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 200 | $14.5K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 200 | $14.5K | 0.00% | +100+100.0% | Added |
| Bogart Wealth, LLC | 200 | $14.5K | 0.00% | +200 | New |
| GPS Wealth Strategies Group, LLC | 204 | $14.7K | 0.00% | +2+1.0% | Added |
| EntryPoint Capital, LLC | 209 | $15.1K | 0.01% | +209 | New |
| Gradient Investments LLC | 211 | $15.3K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 214 | $15.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 214 | $15.5K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 226 | $16.0K | 0.01% | −4−1.7% | Reduced |
| Highline Wealth Partners LLC | 225 | $16.3K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 226 | $16.3K | 0.00% | −20−8.1% | Reduced |
| Principal Securities, Inc. | 229 | $16.6K | 0.00% | +229 | New |
| Hexagon Capital Partners LLC | 232 | $16.8K | 0.00% | +19+8.9% | Added |
| Beaird Harris Wealth Management, LLC | 237 | $17.1K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 261 | $18.9K | 0.01% | −75−22.3% | Reduced |
| Covestor Ltd | 258 | $19.0K | 0.01% | −8−3.0% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 275 | $19.9K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 279 | $20.2K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 282 | $20.4K | 0.04% | +282 | New |
| Zions Bancorporation, N.A. | 292 | $21.1K | 0.00% | −94−24.4% | Reduced |
| Washington Trust Advisors, Inc. | 300 | $21.7K | 0.00% | +232+341.2% | Added |
| Centennial Bank | 300 | $21.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 309 | $22.4K | 0.00% | −307−49.8% | Reduced |