| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Global Assets Advisory, LLC | 40,095 | $165 | 0.01% | +40,095 | New |
| Abich Financial Wealth Management LLC | 1 | $243 | 0.00% | −24−96.0% | Reduced |
| Frazier Financial Advisors, LLC | 2 | $486 | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 2 | $489 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $729 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $729 | 0.00% | +3 | New |
| Laurel Wealth Advisors LLC | 3 | $729 | 0.00% | +3 | New |
| Delos Wealth Advisors, LLC | 3 | $729 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 3 | $844 | 0.00% | +1+50.0% | Added |
| Beacon Capital Management, LLC | 4 | $972 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 4 | $972 | 0.00% | +4 | New |
| Riggs Asset Managment Co. Inc. | 4 | $972 | 0.00% | +4 | New |
| Toth Financial Advisory Corp | 4 | $980 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Sandy Spring Bank | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.22K | 0.00% | +2+66.7% | Added |
| Valued Wealth Advisors LLC | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $1.70K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 7 | $1.70K | 0.00% | +7 | New |
| Hollencrest Capital Management | 8 | $1.94K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 10 | $2.43K | 0.00% | −5−33.3% | Reduced |
| Tacita Capital Inc | 10 | $2.43K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10 | $2.45K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 16 | $2.56K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $2.83K | 0.00% | +12 | New |
| CoreFirst Bank & Trust | 12 | $2.92K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 12 | $2.92K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 12 | $2.92K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $3.16K | 0.00% | +1+8.3% | Added |
| Raffa Wealth Management, LLC | 14 | $3.40K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 14 | $3.40K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 15 | $3.65K | 0.00% | +15 | New |
| 1832 Asset Management L.P. | 18 | $4.37K | 0.00% | +18 | New |
| WR Wealth Planners, LLC | 18 | $4.37K | 0.00% | +18 | New |
| Trifecta Capital Advisors, LLC | 20 | $4.86K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 23 | $5.00K | 0.00% | +1+4.5% | Added |
| American National Bank | 21 | $5.10K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 22 | $5.35K | 0.00% | −10−31.3% | Reduced |
| Private Wealth Management Group, LLC | 22 | $5.35K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 23 | $5.59K | 0.00% | +5+27.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 25 | $6.08K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 25 | $6.08K | 0.01% | +25 | New |
| Creekmur Asset Management LLC | 26 | $6.32K | 0.00% | +26 | New |
| Rosenberg Matthew Hamilton | 28 | $6.80K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 28 | $6.80K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 34 | $6.98K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 30 | $6.99K | 0.00% | +30 | New |
| Financial Management Professionals, Inc. | 30 | $7.00K | 0.00% | −50−62.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 29 | $7.05K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 30 | $7.29K | 0.00% | +30 | New |
| Caldwell Sutter Capital, Inc. | 32 | $7.78K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 32 | $7.78K | 0.00% | +32 | New |
| Capital Advisors, Ltd. LLC | 32 | $8.00K | 0.00% | +5+18.5% | Added |
| Avion Wealth | 33 | $9.00K | 0.00% | +5+17.9% | Added |
| Meeder Asset Management Inc | 39 | $9.48K | 0.00% | +39 | New |
| Richardson Financial Services Inc. | 40 | $9.72K | 0.01% | −5−11.1% | Reduced |
| Cetera Trust Company, N.A | 41 | $9.96K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 46 | $10.2K | 0.00% | +46 | New |
| Moisand Fitzgerald Tamayo, LLC | 43 | $10.4K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 43 | $10.4K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 45 | $10.9K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 46 | $11.2K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 51 | $12.4K | 0.00% | +51 | New |
| Cornerstone Planning Group LLC | 56 | $12.5K | 0.00% | −2−3.4% | Reduced |
| Macroview Investment Management LLC | 53 | $12.8K | 0.01% | +35+194.4% | Added |
| Carolina Wealth Advisors, LLC | 57 | $13.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 57 | $14.0K | 0.00% | −6−9.5% | Reduced |
| Stephens Consulting, LLC | 60 | $14.6K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 63 | $15.4K | 0.01% | −3−4.5% | Reduced |
| Main Street Group, LTD | 66 | $16.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 70 | $17.0K | 0.01% | −20−22.2% | Reduced |
| JFS Wealth Advisors, LLC | 71 | $17.3K | 0.00% | −2−2.7% | Reduced |
| Fortitude Family Office, LLC | 72 | $17.5K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 72 | $17.5K | 0.01% | −22−23.4% | Reduced |
| Hoese & Co LLP | 75 | $17.7K | 0.02% | 00.0% | Unchanged |
| Chelsea Counsel Co | 75 | $18.2K | 0.01% | +75 | New |
| Newbridge Financial Services Group, Inc. | 76 | $18.5K | 0.01% | −4,077−98.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 76 | $18.5K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 76 | $18.5K | 0.01% | +76 | New |
| Jones Financial Companies LLLP | 82 | $19.8K | 0.00% | −121−59.6% | Reduced |
| JJJ Advisors Inc. | 84 | $20.4K | 0.00% | +1+1.2% | Added |
| Sittner & Nelson, LLC | 85 | $20.7K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 86 | $20.9K | 0.01% | +86 | New |
| Center for Financial Planning, Inc. | 88 | $21.4K | 0.00% | +88 | New |
| Brown, Lisle/Cummings, Inc. | 90 | $21.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 94 | $22.8K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 97 | $23.6K | 0.01% | +97 | New |
| West Paces Advisors Inc. | 100 | $24.3K | 0.01% | −3−2.9% | Reduced |
| Delta Asset Management LLC | 100 | $24.3K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 100 | $24.3K | 0.01% | +100 | New |
| Tidemark, LLC | 101 | $24.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 102 | $24.8K | 0.00% | +10+10.9% | Added |
| Altshuler Shaham Ltd | 103 | $25.0K | 0.00% | −24−18.9% | Reduced |
| Rise Advisors, LLC | 103 | $25.0K | 0.01% | +103 | New |
| Eagle Bay Advisors LLC | 107 | $26.0K | 0.02% | +5+4.9% | Added |
| Legacy Bridge, LLC | 110 | $26.7K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 119 | $28.9K | 0.00% | 00.0% | Unchanged |