| Smallwood Wealth Investment Management, LLC | 0 | $18 | 0.00% | 0 | New |
| Millstone Evans Group, LLC | 3 | $185 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $246 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 4 | $246 | 0.00% | +4 | New |
| Pineridge Advisors LLC | 5 | $308 | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 5 | $308 | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 5 | $308 | 0.00% | +5 | New |
| Pension & Wealth Management Advisors, Inc. | 5 | $310 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 6 | $370 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $370 | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 10 | $616 | 0.00% | +10 | New |
| Bogart Wealth, LLC | 10 | $616 | 0.00% | +10 | New |
| Private Wealth Asset Management, LLC | 11 | $677 | 0.00% | +11 | New |
| Iron Horse Wealth Management, LLC | 12 | $739 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 13 | $801 | 0.00% | +13 | New |
| Bare Financial Services, Inc | 14 | $862 | 0.00% | +14 | New |
| Sound Income Strategies, LLC | 14 | $877 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 15 | $923 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 17 | $1.05K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 23 | $1.15K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 19 | $1.17K | 0.00% | +19 | New |
| Wiser Advisor Group LLC | 19 | $1.18K | 0.00% | −245−92.8% | Reduced |
| HighMark Wealth Management LLC | 20 | $1.23K | 0.00% | +20 | New |
| Rakuten Securities, Inc. | 21 | $1.29K | 0.00% | −600−96.6% | Reduced |
| Asset Dedication, LLC | 21 | $1.29K | 0.00% | +21 | New |
| Creative Financial Designs Inc | 22 | $1.35K | 0.00% | +22 | New |
| St. Johns Investment Management Company, LLC | 25 | $1.54K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $1.54K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 32 | $1.97K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 30 | $2.00K | 0.00% | +30 | New |
| Hughes Financial Services, LLC | 35 | $2.16K | 0.00% | +35 | New |
| Wolff Wiese Magana LLC | 37 | $2.28K | 0.00% | +37 | New |
| Financial Network Wealth Advisors LLC | 37 | $2.28K | 0.00% | +37 | New |
| Morton Brown Family Wealth, LLC | 38 | $2.34K | 0.00% | +38 | New |
| TruNorth Capital Management, LLC | 40 | $2.46K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 42 | $2.59K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 42 | $2.59K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 43 | $2.65K | 0.00% | −28−39.4% | Reduced |
| Raffa Wealth Management, LLC | 43 | $2.65K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 44 | $2.71K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 46 | $2.83K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 47 | $2.89K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 49 | $3.02K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 50 | $3.08K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 50 | $3.08K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 50 | $3.08K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 50 | $3.08K | 0.00% | +50 | New |
| Cornerstone Planning Group LLC | 49 | $3.25K | 0.00% | +22+81.5% | Added |
| Carolinas Wealth Consulting LLC | 56 | $3.46K | 0.00% | +1+1.8% | Added |
| Fortitude Family Office, LLC | 58 | $3.57K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 61 | $3.75K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 61 | $3.75K | 0.00% | +36+144.0% | Added |
| Salomon & Ludwin, LLC | 62 | $3.82K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 63 | $3.88K | 0.00% | +63 | New |
| Transce3nd, LLC | 64 | $3.94K | 0.00% | −300−82.4% | Reduced |
| Capital Advisors, Ltd. LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 66 | $4.06K | 0.00% | +13+24.5% | Added |
| Salem Investment Counselors Inc | 73 | $4.49K | 0.00% | +32+78.0% | Added |
| NewSquare Capital LLC | 75 | $4.62K | 0.00% | +44+141.9% | Added |
| Zions Bancorporation, National Association | 75 | $4.62K | 0.00% | +75 | New |
| Plante Moran Financial Advisors, LLC | 76 | $4.68K | 0.00% | −8−9.5% | Reduced |
| Avion Wealth | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 82 | $5.05K | 0.00% | +82 | New |
| Baillie Gifford & Co | 100 | $6.16K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 100 | $6.16K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $6.16K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 100 | $6.16K | 0.00% | +100 | New |
| Friedenthal Financial | 100 | $6.16K | 0.00% | +100 | New |
| Ridgewood Investments LLC | 101 | $6.22K | 0.00% | +101 | New |
| North Capital, Inc. | 101 | $6.22K | 0.01% | +101 | New |
| Sunbelt Securities, Inc. | 103 | $6.37K | 0.00% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 102 | $6.50K | 0.00% | +102 | New |
| Bell Investment Advisors, Inc | 106 | $6.53K | 0.00% | +52+96.3% | Added |
| Murphy & Mullick Capital Management Corp | 112 | $6.89K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 117 | $7.20K | 0.01% | +117 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 125 | $7.69K | 0.00% | +125 | New |
| Citizens National Bank Trust Department | 125 | $7.70K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 125 | $7.70K | 0.00% | +125 | New |
| Oakworth Capital, Inc. | 137 | $8.43K | 0.00% | +137 | New |
| Winch Advisory Services, LLC | 152 | $9.38K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 158 | $9.73K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 168 | $10.3K | 0.00% | +83+97.6% | Added |
| Atala Financial Inc | 171 | $10.5K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 178 | $11.0K | 0.00% | +178 | New |
| Highline Wealth Partners LLC | 198 | $12.2K | 0.00% | +198 | New |
| Kelly Lawrence W & Associates Inc | 200 | $12.3K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 200 | $12.3K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 200 | $12.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 219 | $13.5K | 0.00% | +37+20.3% | Added |
| Clearstead Advisors, LLC | 221 | $13.6K | 0.00% | −15,732−98.6% | Reduced |
| Tortoise Investment Management, LLC | 225 | $13.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 230 | $14.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 242 | $14.9K | 0.00% | +57+30.8% | Added |
| Sierra Ocean, LLC | 242 | $14.9K | 0.01% | +93+62.4% | Added |
| Costello Asset Management, INC | 256 | $15.7K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 259 | $15.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 267 | $16.4K | 0.02% | −79−22.8% | Reduced |