| Y.D. More Investments Ltd | 193 | $76 | 0.00% | +106+121.8% | Added |
| TFC Financial Management | 1 | $144 | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1 | $144 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $287 | 0.00% | +1+100.0% | Added |
| Capital A Wealth Management, LLC | 2 | $287 | 0.00% | +2 | New |
| Winnow Wealth LLC | 3 | $406 | 0.00% | +3 | New |
| Painted Porch Advisors LLC | 4 | $575 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 4 | $575 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 4 | $575 | 0.00% | +4 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $719 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $719 | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 5 | $721 | 0.00% | +2+66.7% | Added |
| BOK Financial Private Wealth, Inc. | 5 | $723 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 6 | $845 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 6 | $862 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 6 | $862 | 0.00% | +6 | New |
| Transce3nd, LLC | 6 | $862 | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 7 | $1.01K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $1.02K | 0.00% | −17−70.8% | Reduced |
| Pineridge Advisors LLC | 8 | $1.15K | 0.00% | +8 | New |
| SWAN Capital LLC | 9 | $1.26K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 9 | $1.29K | 0.00% | +9 | New |
| NewSquare Capital LLC | 10 | $1.44K | 0.00% | +10 | New |
| Clark Wealth Partners | 11 | $1.58K | 0.00% | +11 | New |
| Quest 10 Wealth Builders, Inc. | 12 | $1.72K | 0.00% | +12 | New |
| Sound Income Strategies, LLC | 13 | $1.87K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 13 | $1.87K | 0.00% | +13 | New |
| Sierra Ocean, LLC | 13 | $1.88K | 0.00% | +13 | New |
| Avion Wealth | 14 | $2.00K | 0.00% | +5+55.6% | Added |
| Group One Trading, L.P. | 14 | $2.01K | 0.00% | −852−98.4% | Reduced |
| FLP Wealth Management, LLC | 16 | $2.30K | 0.01% | +16 | New |
| Menard Financial Group LLC | 17 | $2.44K | 0.00% | +17 | New |
| Harbor Investment Advisory, LLC | 19 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $2.87K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 21 | $3.02K | 0.00% | −1−4.5% | Reduced |
| Raffa Wealth Management, LLC | 23 | $3.31K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 23 | $3.31K | 0.00% | +23 | New |
| Dunhill Financial, LLC | 23 | $3.35K | 0.00% | −132−85.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 24 | $3.45K | 0.00% | +2+9.1% | Added |
| Bell Investment Advisors, Inc | 25 | $3.59K | 0.00% | +9+56.3% | Added |
| WR Wealth Planners, LLC | 26 | $3.74K | 0.00% | +8+44.4% | Added |
| Concord Wealth Partners | 27 | $3.88K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 28 | $4.10K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $4.31K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 31 | $4.46K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 32 | $4.60K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 32 | $4.60K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 33 | $5.00K | 0.00% | +32+3,200.0% | Added |
| Valued Wealth Advisors LLC | 35 | $5.12K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 36 | $5.17K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 40 | $5.75K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 40 | $5.75K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 40 | $5.75K | 0.00% | +11+37.9% | Added |
| DHJJ Financial Advisors, Ltd. | 43 | $6.18K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 44 | $6.32K | 0.00% | −3−6.4% | Reduced |
| TCTC Holdings, LLC | 44 | $6.32K | 0.00% | +44 | New |
| Versant Capital Management, Inc | 47 | $6.75K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 48 | $6.90K | 0.00% | +48 | New |
| CNB Bank | 50 | $7.18K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 50 | $7.18K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 52 | $7.47K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 52 | $7.47K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 52 | $7.47K | 0.00% | +52 | New |
| West Paces Advisors Inc. | 54 | $7.76K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 55 | $7.90K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 57 | $8.19K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 60 | $8.62K | 0.00% | +60 | New |
| Venturi Wealth Management, LLC | 60 | $8.62K | 0.00% | +27+81.8% | Added |
| Park Square Financial Group, LLC | 65 | $9.34K | 0.01% | +65 | New |
| Richards, Merrill & Peterson, Inc. | 68 | $9.77K | 0.01% | +68 | New |
| Carolinas Wealth Consulting LLC | 68 | $9.83K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 69 | $9.91K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 68 | $10.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 73 | $10.5K | 0.00% | +73 | New |
| HM Payson & Co | 75 | $10.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 77 | $11.1K | 0.00% | +5+6.9% | Added |
| Sanctuary Wealth Management, L.L.C. | 80 | $11.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 81 | $11.7K | 0.00% | −3−3.6% | Reduced |
| JFS Wealth Advisors, LLC | 84 | $12.1K | 0.00% | +1+1.2% | Added |
| Hilltop National Bank | 88 | $12.6K | 0.00% | −10−10.2% | Reduced |
| Aspect Partners, LLC | 94 | $13.5K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 100 | $14.0K | 0.00% | +100 | New |
| Spire Wealth Management | 98 | $14.1K | 0.00% | +1+1.0% | Added |
| Farmers & Merchants Investments Inc | 99 | $14.2K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $14.4K | 0.01% | 00.0% | Unchanged |
| Motco | 101 | $14.5K | 0.00% | −49−32.7% | Reduced |
| Trust Co | 105 | $15.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 107 | $15.4K | 0.00% | −14−11.6% | Reduced |
| Smithfield Trust Co | 110 | $16.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 115 | $16.5K | 0.00% | +25+27.8% | Added |
| Leonteq Securities AG | 116 | $16.9K | 0.00% | −39−25.2% | Reduced |
| Raleigh Capital Management Inc. | 123 | $17.7K | 0.01% | +114+1,266.7% | Added |
| First Horizon Advisors, Inc. | 124 | $17.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 128 | $18.4K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 129 | $18.5K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 137 | $18.8K | 0.01% | −51−27.1% | Reduced |
| Legacy Wealth Managment, LLC | 137 | $18.8K | 0.01% | −51−27.1% | Reduced |
| Riverview Trust Co | 136 | $19.5K | 0.02% | 00.0% | Unchanged |