| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | New |
| American Capital Advisory, LLC | 0 | $16 | 0.00% | 0 | New |
| Motco | 1 | $259 | 0.00% | −71−98.6% | Reduced |
| Criterion Capital Advisors, LLC | 1 | $259 | 0.00% | +1 | New |
| Optiver Holding B.V. | 1 | $259 | 0.00% | +1 | New |
| Tucker Asset Management LLC | 1 | $259 | 0.00% | +1 | New |
| Lee Financial Co | 2 | $518 | 0.00% | −6−75.0% | Reduced |
| Wolff Wiese Magana LLC | 2 | $518 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $518 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $776 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $777 | 0.00% | −3−50.0% | Reduced |
| True Wealth Design, LLC | 3 | $777 | 0.00% | −1−25.0% | Reduced |
| TSFG, LLC | 5 | $1.00K | 0.00% | −4−44.4% | Reduced |
| McClarren Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Tfo-TDC, LLC | 4 | $1.03K | 0.00% | −2−33.3% | Reduced |
| Colonial Trust Advisors | 4 | $1.03K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4 | $1.03K | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 5 | $1.29K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 5 | $1.46K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 6 | $1.55K | 0.00% | +1+20.0% | Added |
| Fairman Group, LLC | 6 | $1.55K | 0.00% | +6 | New |
| Cape Investment Advisory, Inc. | 7 | $1.81K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $1.81K | 0.00% | +7 | New |
| Arlington Trust Co LLC | 7 | $1.81K | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 8 | $2.06K | 0.00% | +8 | New |
| Exchange Traded Concepts, LLC | 8 | $2.07K | 0.00% | −4−33.3% | Reduced |
| Aspire Private Capital, LLC | 8 | $2.07K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $2.07K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 9 | $2.33K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 9 | $2.33K | 0.00% | +9 | New |
| Northwest Financial Advisors | 9 | $2.33K | 0.00% | +9 | New |
| Strategic Investment Solutions, Inc. | 10 | $2.59K | 0.00% | +10 | New |
| Byrne Asset Management LLC | 10 | $2.62K | 0.00% | −14−58.3% | Reduced |
| Creative Financial Designs Inc | 12 | $3.10K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 12 | $3.11K | 0.00% | +12 | New |
| Hollencrest Capital Management | 13 | $3.36K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 14 | $3.45K | 0.00% | −30−68.2% | Reduced |
| EdgeRock Capital LLC | 15 | $3.66K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $3.88K | 0.00% | +15 | New |
| Tidemark, LLC | 15 | $3.88K | 0.00% | +15 | New |
| Valley National Advisers Inc | 16 | $4.00K | 0.00% | +16 | New |
| SOA Wealth Advisors, LLC. | 16 | $4.14K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 16 | $4.14K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 17 | $4.40K | 0.00% | −195−92.0% | Reduced |
| Abound Wealth Management | 17 | $4.40K | 0.00% | −8−32.0% | Reduced |
| SJS Investment Consulting Inc. | 17 | $4.40K | 0.00% | −5−22.7% | Reduced |
| Operose Advisors LLC | 20 | $5.17K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 20 | $5.17K | 0.00% | +20 | New |
| Smartleaf Asset Management LLC | 20 | $5.21K | 0.00% | +20 | New |
| Garner Asset Management Corp | 22 | $5.23K | 0.00% | +22 | New |
| Sugarloaf Wealth Management, LLC | 22 | $5.69K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 23 | $5.94K | 0.01% | +23 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 23 | $5.95K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 23 | $5.95K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 24 | $6.21K | 0.00% | +7+41.2% | Added |
| DHJJ Financial Advisors, Ltd. | 24 | $6.21K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 26 | $7.00K | 0.00% | −40−60.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 28 | $7.25K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 30 | $7.71K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 30 | $7.76K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 30 | $7.76K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 30 | $7.76K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 30 | $7.76K | 0.00% | +5+20.0% | Added |
| Fortis Group Advisors, LLC | 30 | $7.76K | 0.00% | +15+100.0% | Added |
| Tower View Investment Management & Research LLC | 29 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 31 | $8.02K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $8.02K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 33 | $8.54K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 33 | $8.54K | 0.01% | +33 | New |
| Dynamic Wealth Strategies, LLC | 33 | $8.54K | 0.01% | +33 | New |
| Quintet Private Bank (Europe) S.A. | 34 | $8.78K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 34 | $8.80K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 36 | $9.32K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 36 | $9.32K | 0.01% | +36 | New |
| Planning Capital Management Corp | 36 | $9.32K | 0.01% | +36 | New |
| WealthCollab, LLC | 36 | $9.32K | 0.01% | +36 | New |
| Tortoise Investment Management, LLC | 40 | $10.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 40 | $10.4K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 40 | $10.4K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $10.4K | 0.00% | +40 | New |
| USA Financial Portformulas Corp | 42 | $10.9K | 0.00% | −8,504−99.5% | Reduced |
| West Oak Capital, LLC | 46 | $11.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 45 | $11.6K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 49 | $12.7K | 0.00% | +49 | New |
| Rakuten Securities, Inc. | 49 | $12.7K | 0.01% | +49 | New |
| Chesapeake Asset Management LLC | 50 | $12.9K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 50 | $12.9K | 0.00% | −59−54.1% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $12.9K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $12.9K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $12.9K | 0.01% | +50 | New |
| GW&K Investment Management, LLC | 50 | $13.0K | 0.00% | +1+2.0% | Added |
| Roble, Belko & Company, Inc | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 53 | $13.7K | 0.00% | +53 | New |
| Truvestments Capital LLC | 55 | $14.2K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 56 | $14.5K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 59 | $15.3K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 64 | $16.6K | 0.02% | +64 | New |
| O'Dell Group, LLC | 64 | $16.6K | 0.00% | +64 | New |