| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| JJJ Advisors Inc. | 1 | $36 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 2 | $72 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $144 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $144 | 0.00% | +1+33.3% | Added |
| Johnson Financial Group, Inc. | 5 | $180 | 0.00% | +5 | New |
| JNBA Financial Advisors | 6 | $216 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 8 | $330 | 0.00% | +8 | New |
| Archer Investment Corp | 10 | $359 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $359 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 12 | $431 | 0.00% | +12 | New |
| ClariVest Asset Management LLC | 13 | $469 | 0.00% | −58−81.7% | Reduced |
| Trifecta Capital Advisors, LLC | 14 | $503 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $539 | 0.00% | +15 | New |
| Dunhill Financial, LLC | 23 | $818 | 0.00% | +23 | New |
| GW&K Investment Management, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 28 | $1.00K | 0.00% | +28 | New |
| SJS Investment Consulting Inc. | 32 | $1.15K | 0.00% | +1+3.2% | Added |
| RFP Financial Group LLC | 37 | $1.33K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 45 | $1.61K | 0.00% | +45 | New |
| Kayne Anderson Rudnick Investment Management LLC | 45 | $1.64K | 0.00% | +9+25.0% | Added |
| Abound Wealth Management | 48 | $1.73K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $1.79K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 56 | $2.00K | 0.00% | +3+5.7% | Added |
| Avion Wealth | 60 | $2.00K | 0.00% | +14+30.4% | Added |
| Capital Advisors, Ltd. LLC | 44 | $2.00K | 0.00% | +35+388.9% | Added |
| Kelly Lawrence W & Associates Inc | 60 | $2.15K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 61 | $2.19K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 61 | $2.19K | 0.00% | +56+1,120.0% | Added |
| Abich Financial Wealth Management LLC | 63 | $2.26K | 0.00% | +63 | New |
| TFC Financial Management | 66 | $2.38K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 75 | $2.69K | 0.00% | +75 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 77 | $2.76K | 0.00% | +77 | New |
| Versant Capital Management, Inc | 80 | $2.87K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 80 | $2.87K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 82 | $2.94K | 0.00% | −50−37.9% | Reduced |
| Colonial Trust Advisors | 87 | $3.12K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 88 | $3.14K | 0.00% | +6+7.3% | Added |
| Provenance Wealth Advisors, LLC | 91 | $3.27K | 0.00% | +91 | New |
| Hollencrest Capital Management | 96 | $3.44K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 100 | $3.59K | 0.00% | +100 | New |
| Cetera Trust Company, N.A | 100 | $3.59K | 0.00% | +100 | New |
| Lee Financial Co | 102 | $3.66K | 0.00% | −53−34.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 106 | $3.79K | 0.00% | −158−59.8% | Reduced |
| Colonial Trust Co | 113 | $4.08K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 115 | $4.13K | 0.00% | +115 | New |
| Concord Wealth Partners | 120 | $4.31K | 0.00% | +1+0.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 123 | $4.41K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 130 | $4.66K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 130 | $4.66K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 139 | $4.99K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 127 | $5.00K | 0.00% | +127 | New |
| Salomon & Ludwin, LLC | 124 | $5.10K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 147 | $5.27K | 0.01% | +147 | New |
| North Star Investment Management Corp. | 164 | $5.88K | 0.00% | −71,460−99.8% | Reduced |
| Prestige Wealth Management Group LLC | 164 | $5.88K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 175 | $6.00K | 0.01% | −250−58.8% | Reduced |
| Hexagon Capital Partners LLC | 171 | $6.14K | 0.00% | +28+19.6% | Added |
| Westside Investment Management, Inc. | 200 | $7.18K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 200 | $7.18K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 201 | $7.22K | 0.00% | +1+0.5% | Added |
| Halpern Financial, Inc. | 200 | $7.35K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 228 | $8.18K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 230 | $8.25K | 0.00% | +230 | New |
| American National Bank | 235 | $8.43K | 0.00% | +235 | New |
| JFS Wealth Advisors, LLC | 237 | $8.50K | 0.00% | +131+123.6% | Added |
| Bell Investment Advisors, Inc | 268 | $9.62K | 0.00% | −157−36.9% | Reduced |
| Spire Wealth Management | 323 | $9.81K | 0.00% | −201−38.4% | Reduced |
| SRS Capital Advisors, Inc. | 292 | $10.5K | 0.00% | +20+7.4% | Added |
| MV Capital Management, Inc. | 301 | $10.8K | 0.00% | +14+4.9% | Added |
| PrairieView Partners, LLC | 375 | $13.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 390 | $14.0K | 0.00% | −4−1.0% | Reduced |
| Institutional & Family Asset Management, LLC | 390 | $14.0K | 0.00% | +8+2.1% | Added |
| Geneos Wealth Management Inc. | 391 | $14.0K | 0.00% | +6+1.6% | Added |
| Kozak & Associates, Inc. | 497 | $15.5K | 0.00% | +4+0.8% | Added |
| Webster Bank, N. A. | 435 | $15.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 475 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 483 | $17.3K | 0.01% | +483 | New |
| Zions Bancorporation, N.A. | 486 | $17.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 500 | $17.9K | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 512 | $18.4K | 0.01% | +512 | New |
| Sachetta, LLC | 515 | $18.5K | 0.01% | +515 | New |
| Valley National Advisers Inc | 555 | $19.0K | 0.00% | +192+52.9% | Added |
| Global Retirement Partners, LLC | 625 | $19.6K | 0.00% | −133−17.5% | Reduced |
| Salem Investment Counselors Inc | 550 | $19.7K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $19.7K | 0.01% | +550 | New |
| Denali Advisors LLC | 592 | $21.2K | 0.01% | +556+1,544.4% | Added |
| Atwood & Palmer Inc | 600 | $21.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 623 | $22.0K | 0.02% | +5+0.8% | Added |
| West Paces Advisors Inc. | 641 | $23.0K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 642 | $23.0K | 0.01% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 670 | $24.0K | 0.00% | +670 | New |
| Pacifica Partners Inc. | 700 | $24.4K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 681 | $24.4K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 700 | $25.1K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 700 | $25.1K | 0.02% | +700 | New |
| Sunbelt Securities, Inc. | 718 | $25.8K | 0.00% | +3+0.4% | Added |
| Farmers & Merchants Investments Inc | 737 | $26.4K | 0.00% | +296+67.1% | Added |