| Chesapeake Asset Management LLC | 1 | $525 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $525 | 0.00% | +1 | New |
| HHM Wealth Advisors, LLC | 1 | $526 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $526 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1 | $526 | 0.00% | +1 | New |
| CBIZ Investment Advisory Services, LLC | 1 | $526 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $526 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $526 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 1 | $526 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $526 | 0.00% | +1 | New |
| Bear Mountain Capital, Inc. | 1 | $611 | 0.00% | +1 | New |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $1.05K | 0.00% | −3−60.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 2 | $1.05K | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $1.05K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2 | $1.05K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 2 | $1.05K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2 | $1.05K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $1.05K | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $1.22K | 0.00% | +2 | New |
| Colonial Trust Co | 3 | $1.58K | 0.00% | −13−81.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 3 | $1.58K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $1.58K | 0.00% | +2+200.0% | Added |
| N.E.W. Advisory Services LLC | 3 | $1.58K | 0.00% | +3 | New |
| Private Wealth Asset Management, LLC | 3 | $1.58K | 0.00% | +3 | New |
| Global Wealth Strategies & Associates | 3 | $1.58K | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $1.68K | 0.00% | +1+50.0% | Added |
| Ogorek Anthony Joseph | 4 | $2.00K | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 4 | $2.10K | 0.00% | −7−63.6% | Reduced |
| Trust Co | 4 | $2.10K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $2.10K | 0.00% | +4 | New |
| Kestra Investment Management, LLC | 5 | $2.63K | 0.00% | −19−79.2% | Reduced |
| 1620 Investment Advisors, Inc. | 5 | $2.63K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 5 | $2.63K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $2.63K | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $3.16K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 6 | $3.16K | 0.00% | +3+100.0% | Added |
| Morse Asset Management, Inc | 7 | $3.68K | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 7 | $3.79K | 0.00% | +7 | New |
| Marshall Investment Management, LLC | 8 | $4.21K | 0.00% | +8 | New |
| Addison Advisors LLC | 9 | $4.73K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 9 | $4.73K | 0.00% | +4+80.0% | Added |
| True Wealth Design, LLC | 10 | $5.26K | 0.00% | +7+233.3% | Added |
| Atlantic Trust, LLC | 10 | $5.26K | 0.00% | +10 | New |
| Migdal Insurance & Financial Holdings Ltd. | 12 | $6.00K | 0.00% | +12 | New |
| DT Investment Partners, LLC | 12 | $6.31K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $6.53K | 0.00% | +2+20.0% | Added |
| Raffa Wealth Management, LLC | 13 | $6.84K | 0.00% | +1+8.3% | Added |
| Hurley Capital, LLC | 15 | $7.89K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 15 | $7.89K | 0.00% | −10−40.0% | Reduced |
| Capital Advisors, Ltd. LLC | 16 | $8.00K | 0.00% | +14+700.0% | Added |
| Cetera Trust Company, N.A | 16 | $8.41K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16 | $8.41K | 0.00% | +15+1,500.0% | Added |
| Fortitude Family Office, LLC | 17 | $8.94K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 17 | $8.94K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 18 | $9.47K | 0.00% | +16+800.0% | Added |
| JFS Wealth Advisors, LLC | 18 | $9.47K | 0.00% | +3+20.0% | Added |
| Cornerstone Planning Group LLC | 18 | $10.4K | 0.00% | −23−56.1% | Reduced |
| Highline Wealth Partners LLC | 20 | $10.5K | 0.00% | +18+900.0% | Added |
| Financial Perspectives, Inc | 21 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 21 | $11.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 22 | $11.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 22 | $11.6K | 0.00% | +3+15.8% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 22 | $12.0K | 0.01% | −151−87.3% | Reduced |
| Hemington Wealth Management | 24 | $12.0K | 0.00% | +8+50.0% | Added |
| Greykasell Wealth Strategies, Inc. | 23 | $12.1K | 0.01% | +23 | New |
| Sawyer & Company, Inc | 25 | $13.0K | 0.01% | +25 | New |
| Meeder Asset Management Inc | 26 | $13.7K | 0.00% | −12−31.6% | Reduced |
| NewSquare Capital LLC | 26 | $13.7K | 0.00% | +21+420.0% | Added |
| Colonial Trust Advisors | 27 | $14.2K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 28 | $14.7K | 0.00% | +16+133.3% | Added |
| Curio Wealth, LLC | 1 | $14.9K | 0.01% | +1 | New |
| SOA Wealth Advisors, LLC. | 29 | $15.3K | 0.00% | +14+93.3% | Added |
| Saudi Central Bank | 29 | $15.3K | 0.08% | +29 | New |
| MV Capital Management, Inc. | 30 | $15.8K | 0.00% | +14+87.5% | Added |
| Pandora Wealth, Inc. | 30 | $15.8K | 0.01% | +30 | New |
| Hollencrest Capital Management | 31 | $16.3K | 0.00% | +13+72.2% | Added |
| Continuum Advisory, LLC | 33 | $17.4K | 0.00% | −4−10.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 35 | $18.4K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 35 | $18.4K | 0.00% | +34+3,400.0% | Added |
| Washington Trust Advisors, Inc. | 38 | $20.1K | 0.00% | +38 | New |
| Cape Investment Advisory, Inc. | 39 | $20.5K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 40 | $21.0K | 0.00% | −54−57.4% | Reduced |
| Whipplewood Advisors, LLC | 14 | $21.0K | 0.01% | −26−65.0% | Reduced |
| Farmers & Merchants Investments Inc | 42 | $22.1K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 42 | $22.1K | 0.02% | +42 | New |
| Armstrong Advisory Group, Inc | 41 | $24.4K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $26.3K | 0.01% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 50 | $26.3K | 0.02% | +16+47.1% | Added |
| Binnacle Investments Inc | 50 | $26.3K | 0.02% | +50 | New |
| Darwin Advisors, LLC | 45 | $26.7K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 51 | $26.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 52 | $27.3K | 0.00% | −3−5.5% | Reduced |
| Valley National Advisers Inc | 56 | $29.0K | 0.01% | +1+1.8% | Added |
| TCTC Holdings, LLC | 56 | $29.5K | 0.00% | +24+75.0% | Added |
| Bartlett & Co. Wealth Management LLC | 58 | $30.5K | 0.00% | +33+132.0% | Added |
| Quest 10 Wealth Builders, Inc. | 60 | $31.6K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 60 | $31.6K | 0.00% | +23+62.2% | Added |
| Catalyst Capital Advisors LLC | 60 | $31.6K | 0.00% | +60 | New |
| Flaharty Asset Management, LLC | 63 | $33.1K | 0.00% | +63 | New |