| Penserra Capital Management LLC | 39 | $0 | 0.00% | −3,046−98.7% | Reduced |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| ZRC Wealth Management, LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3 | $54 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 8 | $143 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $179 | 0.00% | −1−9.1% | Reduced |
| Larson Financial Group LLC | 11 | $197 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $305 | 0.00% | +3+21.4% | Added |
| Horizon Financial Services, LLC | 17 | $305 | 0.00% | +17 | New |
| Atlas Capital Advisors LLC | 18 | $322 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 18 | $325 | 0.00% | −103−85.1% | Reduced |
| Raffa Wealth Management, LLC | 26 | $466 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 30 | $538 | 0.00% | −36−54.5% | Reduced |
| Wolff Wiese Magana LLC | 30 | $538 | 0.00% | −15−33.3% | Reduced |
| Orion Capital Management LLC | 34 | $610 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 36 | $646 | 0.00% | −99−73.3% | Reduced |
| SJS Investment Consulting Inc. | 37 | $664 | 0.00% | −4−9.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 51 | $915 | 0.00% | +1+2.0% | Added |
| Dunhill Financial, LLC | 56 | $1.01K | 0.00% | +9+19.1% | Added |
| Sugarloaf Wealth Management, LLC | 57 | $1.03K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 61 | $1.09K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 64 | $1.14K | 0.00% | +1+1.6% | Added |
| Trifecta Capital Advisors, LLC | 65 | $1.17K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 70 | $1.25K | 0.00% | +70 | New |
| Johnson Financial Group, Inc. | 73 | $1.31K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 76 | $1.36K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 78 | $1.40K | 0.00% | +78 | New |
| Carolinas Wealth Consulting LLC | 79 | $1.42K | 0.00% | −44−35.8% | Reduced |
| Colonial Trust Advisors | 84 | $1.51K | 0.00% | +31+58.5% | Added |
| Anchor Investment Management, LLC | 90 | $1.61K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 90 | $1.61K | 0.00% | +90 | New |
| Continuum Advisory, LLC | 81 | $1.62K | 0.00% | +81 | New |
| Hexagon Capital Partners LLC | 95 | $1.70K | 0.00% | −88−48.1% | Reduced |
| Cornerstone Planning Group LLC | 99 | $1.85K | 0.00% | +91+1,137.5% | Added |
| Main Street Group, LTD | 104 | $1.88K | 0.00% | +2+2.0% | Added |
| South State Corp. | 105 | $1.88K | 0.00% | +105 | New |
| Financial Management Professionals, Inc. | 124 | $2.00K | 0.00% | −71−36.4% | Reduced |
| Avion Wealth | 100 | $2.00K | 0.00% | −37−27.0% | Reduced |
| DT Investment Partners, LLC | 125 | $2.24K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 139 | $2.49K | 0.00% | +68+95.8% | Added |
| Red Tortoise LLC | 147 | $2.64K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 171 | $3.07K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 174 | $3.13K | 0.00% | +52+42.6% | Added |
| Impact Partnership Wealth, LLC | 176 | $3.16K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 183 | $3.28K | 0.00% | −104−36.2% | Reduced |
| Glen Eagle Advisors, LLC | 192 | $3.44K | 0.00% | +2+1.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 204 | $3.66K | 0.00% | +60+41.7% | Added |
| Semmax Financial Advisors Inc. | 186 | $3.75K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 235 | $3.86K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 221 | $3.96K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 223 | $4.00K | 0.00% | −190−46.0% | Reduced |
| Valley National Advisers Inc | 246 | $4.00K | 0.00% | +50+25.5% | Added |
| Global Wealth Strategies & Associates | 225 | $4.03K | 0.00% | +225 | New |
| TCTC Holdings, LLC | 238 | $4.27K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 250 | $4.48K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $4.48K | 0.00% | +250 | New |
| Laffer Tengler Investments | 250 | $4.48K | 0.00% | +250 | New |
| Sofos Investments, Inc. | 266 | $4.76K | 0.00% | +249+1,464.7% | Added |
| SRS Capital Advisors, Inc. | 266 | $4.77K | 0.00% | +61+29.8% | Added |
| WealthCollab, LLC | 278 | $4.99K | 0.00% | +278 | New |
| Coston, McIsaac & Partners | 283 | $5.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 283 | $5.08K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 294 | $5.27K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $5.38K | 0.00% | +300 | New |
| Central Trust Co | 307 | $5.50K | 0.00% | +35+12.9% | Added |
| Wetzel Investment Advisors, Inc. | 340 | $5.53K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 402 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 419 | $7.51K | 0.01% | −253−37.6% | Reduced |
| First Financial Corp | 439 | $7.87K | 0.00% | −22−4.8% | Reduced |
| Highline Wealth Partners LLC | 464 | $8.32K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 467 | $8.37K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 484 | $8.68K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 487 | $8.73K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 488 | $8.75K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $8.96K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 511 | $9.16K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 525 | $9.41K | 0.00% | +525 | New |
| Spire Wealth Management | 542 | $9.72K | 0.00% | +109+25.2% | Added |
| Private Ocean, LLC | 546 | $9.79K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 560 | $10.0K | 0.00% | +450+409.1% | Added |
| First Horizon Advisors, Inc. | 565 | $10.1K | 0.00% | −254−31.0% | Reduced |
| Versant Capital Management, Inc | 578 | $10.4K | 0.00% | +507+714.1% | Added |
| Fernwood Investment Management, LLC | 582 | $10.4K | 0.00% | +582 | New |
| FSA Wealth Management LLC | 592 | $10.6K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 598 | $10.7K | 0.00% | +598 | New |
| Front Row Advisors LLC | 600 | $10.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 690 | $12.4K | 0.00% | +223+47.8% | Added |
| FinTrust Capital Advisors, LLC | 700 | $12.6K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 700 | $12.6K | 0.01% | +382+120.1% | Added |
| Capital Advisors, Ltd. LLC | 750 | $13.0K | 0.00% | +82+12.3% | Added |
| Rise Advisors, LLC | 779 | $14.0K | 0.01% | +779 | New |
| Bell Investment Advisors, Inc | 792 | $14.2K | 0.00% | −29−3.5% | Reduced |
| Independence Bank of Kentucky | 800 | $14.3K | 0.00% | +800 | New |
| Sachetta, LLC | 751 | $14.5K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 810 | $14.5K | 0.00% | +810 | New |
| Smartleaf Asset Management LLC | 848 | $14.6K | 0.00% | +744+715.4% | Added |
| Aspect Partners, LLC | 820 | $14.7K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 840 | $15.1K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 850 | $15.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 878 | $15.7K | 0.00% | 00.0% | Unchanged |