| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| ZRC Wealth Management, LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| Creekmur Asset Management LLC | 1 | $86 | 0.00% | −343−99.7% | Reduced |
| WestEnd Advisors, LLC | 2 | $209 | 0.00% | −2−50.0% | Reduced |
| ClariVest Asset Management LLC | 5 | $521 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $522 | 0.00% | −30−85.7% | Reduced |
| Carolinas Wealth Consulting LLC | 5 | $522 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $522 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $730 | 0.00% | +4+133.3% | Added |
| True Wealth Design, LLC | 7 | $731 | 0.00% | +3+75.0% | Added |
| Highline Wealth Partners LLC | 8 | $834 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 12 | $1.25K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 13 | $1.36K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 13 | $1.36K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 15 | $1.56K | 0.00% | −26−63.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $1.67K | 0.00% | +10+166.7% | Added |
| Dunhill Financial, LLC | 18 | $1.89K | 0.00% | +3+20.0% | Added |
| JJJ Advisors Inc. | 19 | $1.98K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 19 | $1.98K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.98K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $2.00K | 0.00% | −1,121−98.2% | Reduced |
| Gould Capital, LLC | 20 | $2.09K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 20 | $2.09K | 0.00% | +20 | New |
| Sachetta, LLC | 23 | $2.17K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 21 | $2.23K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $2.40K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 23 | $2.41K | 0.00% | +23 | New |
| TFC Financial Management | 24 | $2.51K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 25 | $2.61K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 28 | $2.92K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 30 | $3.13K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 32 | $3.34K | 0.00% | +32 | New |
| Frank, Rimerman Advisors LLC | 42 | $4.38K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 42 | $4.38K | 0.00% | +42 | New |
| Avion Wealth | 40 | $5.00K | 0.00% | +9+29.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 49 | $5.11K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 50 | $5.21K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 50 | $5.22K | 0.00% | −68−57.6% | Reduced |
| Bruce G. Allen Investments, LLC | 53 | $5.53K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 60 | $6.26K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 60 | $6.26K | 0.00% | +60 | New |
| Oliver Lagore Vanvalin Investment Group | 61 | $6.36K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 62 | $6.47K | 0.00% | +21+51.2% | Added |
| VisionPoint Advisory Group, LLC | 65 | $6.78K | 0.00% | −30−31.6% | Reduced |
| Pacific Center for Financial Services | 69 | $7.20K | 0.00% | +69 | New |
| SOA Wealth Advisors, LLC. | 70 | $7.30K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 70 | $7.30K | 0.00% | +70 | New |
| Ancora Advisors, LLC | 72 | $7.52K | 0.00% | −104−59.1% | Reduced |
| Tanaka Capital Management Inc | 76 | $8.00K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 77 | $8.03K | 0.00% | +2+2.7% | Added |
| REAP Financial Group, LLC | 77 | $8.05K | 0.00% | +38+97.4% | Added |
| Barrett & Company, Inc. | 77 | $8.08K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 78 | $8.14K | 0.01% | +78 | New |
| Logan Capital Management Inc | 81 | $8.45K | 0.00% | −44−35.2% | Reduced |
| Fortitude Family Office, LLC | 85 | $8.87K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 89 | $9.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 89 | $9.28K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 91 | $9.51K | 0.00% | −5−5.2% | Reduced |
| Laffer Tengler Investments | 92 | $9.60K | 0.00% | +92 | New |
| AllSquare Wealth Management LLC | 100 | $10.4K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $10.4K | 0.00% | +61+156.4% | Added |
| Sugarloaf Wealth Management, LLC | 106 | $11.1K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 110 | $11.5K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 110 | $11.5K | 0.00% | +110 | New |
| SRS Capital Advisors, Inc. | 118 | $12.3K | 0.00% | +16+15.7% | Added |
| Rise Advisors, LLC | 120 | $12.5K | 0.01% | +120 | New |
| Fernwood Investment Management, LLC | 122 | $12.7K | 0.00% | +122 | New |
| Financial Management Professionals, Inc. | 123 | $13.0K | 0.00% | −84−40.6% | Reduced |
| Ranger Investment Management, L.P. | 127 | $13.2K | 0.00% | +97+323.3% | Added |
| Caitlin John, LLC | 127 | $13.3K | 0.01% | −9−6.6% | Reduced |
| First United Bank Trust | 130 | $13.6K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 132 | $13.8K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 138 | $14.4K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 140 | $14.6K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 143 | $15.0K | 0.00% | +143 | New |
| Venturi Wealth Management, LLC | 144 | $15.0K | 0.00% | +114+380.0% | Added |
| Plante Moran Financial Advisors, LLC | 151 | $15.8K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 153 | $16.0K | 0.01% | +153 | New |
| Northwest Capital Management Inc | 160 | $16.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 161 | $16.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 161 | $16.8K | 0.00% | +161 | New |
| CVA Family Office, LLC | 180 | $18.8K | 0.00% | +5+2.9% | Added |
| Hexagon Capital Partners LLC | 182 | $19.0K | 0.00% | +32+21.3% | Added |
| Tower View Investment Management & Research LLC | 185 | $19.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 188 | $19.6K | 0.00% | −89−32.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 200 | $20.9K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 201 | $21.0K | 0.00% | +201 | New |
| Capital Analysts, LLC | 205 | $21.0K | 0.00% | +162+376.7% | Added |
| Zions Bancorporation, N.A. | 202 | $21.1K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 214 | $22.3K | 0.00% | +5+2.4% | Added |
| Chilton Capital Management LLC | 220 | $22.9K | 0.00% | −110−33.3% | Reduced |
| WR Wealth Planners, LLC | 224 | $23.4K | 0.01% | +224 | New |
| Bell Investment Advisors, Inc | 226 | $23.6K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 227 | $23.7K | 0.00% | −4−1.7% | Reduced |
| Altshuler Shaham Ltd | 236 | $24.6K | 0.00% | +236 | New |
| MCF Advisors LLC | 239 | $24.9K | 0.00% | +3+1.3% | Added |
| Rothschild Investment LLC | 240 | $25.0K | 0.00% | +5+2.1% | Added |