| Wood Tarver Financial Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $173 | 0.00% | −530−99.8% | Reduced |
| Quaker Wealth Management, LLC | 1 | $174 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 2 | $346 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $520 | 0.00% | −7−70.0% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $520 | 0.00% | −6−66.7% | Reduced |
| HFM Investment Advisors, LLC | 3 | $520 | 0.00% | +1+50.0% | Added |
| Golden State Wealth Management, LLC | 3 | $520 | 0.00% | +1+50.0% | Added |
| Stephens Consulting, LLC | 3 | $520 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $525 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 4 | $693 | 0.00% | +2+100.0% | Added |
| Pacer Advisors, Inc. | 5 | $866 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $866 | 0.00% | +5 | New |
| Alerus Financial NA | 5 | $866 | 0.00% | +5 | New |
| Ogorek Anthony Joseph | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 6 | $1.04K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $1.04K | 0.00% | −4−40.0% | Reduced |
| Private Wealth Management Group, LLC | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $1.39K | 0.00% | +6+300.0% | Added |
| DHJJ Financial Advisors, Ltd. | 8 | $1.39K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 8 | $1.39K | 0.00% | +8 | New |
| Bare Financial Services, Inc | 8 | $1.39K | 0.00% | +8 | New |
| Sierra Ocean, LLC | 8 | $1.39K | 0.00% | +8 | New |
| Hughes Financial Services, LLC | 8 | $1.51K | 0.00% | −7−46.7% | Reduced |
| Manchester Capital Management LLC | 9 | $1.56K | 0.00% | −1−10.0% | Reduced |
| Creekmur Asset Management LLC | 9 | $1.61K | 0.00% | −471−98.1% | Reduced |
| Dunhill Financial, LLC | 10 | $1.73K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $1.73K | 0.00% | +10 | New |
| Ameriflex Group, Inc. | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| Motco | 10 | $1.85K | 0.00% | +10 | New |
| Aventura Private Wealth, LLC | 11 | $1.91K | 0.00% | +11 | New |
| Sachetta, LLC | 11 | $1.91K | 0.00% | +10+1,000.0% | Added |
| Dogwood Wealth Management LLC | 11 | $1.93K | 0.00% | +9+450.0% | Added |
| Penserra Capital Management LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 12 | $2.08K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 13 | $2.25K | 0.00% | −591−97.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $2.25K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 13 | $2.25K | 0.00% | +13 | New |
| WealthTrak Capital Management LLC | 14 | $2.42K | 0.00% | +8+133.3% | Added |
| Trifecta Capital Advisors, LLC | 14 | $2.42K | 0.00% | +14 | New |
| Curio Wealth, LLC | 15 | $2.60K | 0.00% | +14+1,400.0% | Added |
| North Capital, Inc. | 15 | $2.60K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 17 | $2.94K | 0.00% | −2−10.5% | Reduced |
| Carolina Wealth Advisors, LLC | 18 | $3.12K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 18 | $3.12K | 0.00% | +18 | New |
| Essential Partners LLC | 19 | $3.29K | 0.00% | +19 | New |
| Highline Wealth Partners LLC | 20 | $3.46K | 0.00% | −2−9.1% | Reduced |
| Rossby Financial, LCC | 22 | $3.81K | 0.00% | +22 | New |
| Sound Income Strategies, LLC | 23 | $3.98K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 23 | $4.02K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 24 | $4.16K | 0.00% | −231−90.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 25 | $4.33K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 27 | $4.68K | 0.00% | −3−10.0% | Reduced |
| Cromwell Holdings LLC | 27 | $4.68K | 0.00% | +15+125.0% | Added |
| Evergreen Private Wealth LLC | 27 | $4.68K | 0.00% | +27 | New |
| Armstrong Advisory Group, Inc | 27 | $4.68K | 0.00% | +27 | New |
| Sunbelt Securities, Inc. | 28 | $4.96K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 32 | $5.54K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 33 | $5.72K | 0.00% | +24+266.7% | Added |
| MV Capital Management, Inc. | 34 | $5.89K | 0.00% | +7+25.9% | Added |
| Talon Private Wealth, LLC | 34 | $5.89K | 0.00% | +34 | New |
| Gen-Wealth Partners Inc | 35 | $6.06K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 33 | $6.20K | 0.00% | +13+65.0% | Added |
| Whipplewood Advisors, LLC | 36 | $6.24K | 0.00% | −14−28.0% | Reduced |
| Rakuten Securities, Inc. | 37 | $6.41K | 0.00% | −232−86.2% | Reduced |
| S&T Bank | 38 | $6.58K | 0.00% | +24+171.4% | Added |
| SJS Investment Consulting Inc. | 38 | $6.58K | 0.00% | −2−5.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $6.71K | 0.00% | +28+280.0% | Added |
| Activest Wealth Management | 40 | $6.93K | 0.00% | +37+1,233.3% | Added |
| Capital Advisors, Ltd. LLC | 39 | $7.00K | 0.00% | −51−56.7% | Reduced |
| Pin Oak Investment Advisors Inc | 50 | $7.00K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $7.28K | 0.00% | +8+23.5% | Added |
| Kings Path Partners LLC | 44 | $7.62K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 48 | $8.31K | 0.00% | +48 | New |
| Wolff Wiese Magana LLC | 51 | $8.83K | 0.01% | −26−33.8% | Reduced |
| Avion Wealth | 56 | $9.00K | 0.00% | +26+86.7% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 55 | $9.53K | 0.01% | +4+7.8% | Added |
| WPG Advisers, LLC | 63 | $10.9K | 0.01% | −27−30.0% | Reduced |
| Centricity Wealth Management, LLC | 65 | $11.3K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 66 | $11.4K | 0.00% | +63+2,100.0% | Added |
| JFS Wealth Advisors, LLC | 68 | $11.8K | 0.00% | +14+25.9% | Added |
| Hemington Wealth Management | 72 | $12.0K | 0.00% | +14+24.1% | Added |
| Rational Advisors LLC | 72 | $12.5K | 0.00% | +72 | New |
| South State Corp. | 72 | $12.5K | 0.00% | −253−77.8% | Reduced |
| ORG Partners LLC | 79 | $13.8K | 0.00% | +44+125.7% | Added |
| TD Capital Management LLC | 80 | $13.9K | 0.00% | +80 | New |
| BNP Paribas | 85 | $14.8K | 0.00% | −2,930−97.2% | Reduced |
| Exchange Traded Concepts, LLC | 95 | $16.5K | 0.00% | +95 | New |
| Crewe Advisors LLC | 98 | $17.0K | 0.00% | +11+12.6% | Added |
| Atlantic Trust, LLC | 98 | $17.0K | 0.00% | +48+96.0% | Added |
| Westside Investment Management, Inc. | 100 | $17.3K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 107 | $18.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 113 | $19.6K | 0.00% | −1,352−92.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 113 | $19.6K | 0.00% | +54+91.5% | Added |
| Cullen/Frost Bankers, Inc. | 115 | $19.9K | 0.00% | −899−88.7% | Reduced |
| Trust Co of Vermont | 115 | $19.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 123 | $21.3K | 0.01% | +123 | New |
| Cetera Trust Company, N.A | 125 | $21.6K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 137 | $23.7K | 0.00% | −2−1.4% | Reduced |
