| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | New |
| ZRC Wealth Management, LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| Caitlin John, LLC | 2 | $151 | 0.00% | +2 | New |
| SRS Capital Advisors, Inc. | 2 | $152 | 0.00% | +2 | New |
| Motco | 3 | $227 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $227 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3 | $227 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 4 | $302 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $391 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $529 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7 | $531 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $605 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 13 | $982 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 13 | $994 | 0.00% | +13 | New |
| Pinnacle Financial Partners Inc | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $1.13K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 17 | $1.28K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 20 | $1.35K | 0.00% | +20 | New |
| Gradient Investments LLC | 19 | $1.44K | 0.00% | +12+171.4% | Added |
| Boyd Watterson Asset Management LLC | 21 | $1.59K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 21 | $1.59K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 25 | $1.89K | 0.00% | +25 | New |
| MCF Advisors LLC | 25 | $1.89K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $2.00K | 0.00% | −36−59.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 27 | $2.06K | 0.00% | +27 | New |
| Longfellow Investment Management Co LLC | 30 | $2.27K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 30 | $2.27K | 0.00% | +30 | New |
| Group One Trading, L.P. | 34 | $2.57K | 0.00% | +34 | New |
| Dunhill Financial, LLC | 34 | $2.59K | 0.00% | +34 | New |
| Paladin Advisory Group, LLC | 35 | $2.64K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 35 | $2.64K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 35 | $2.64K | 0.00% | +35 | New |
| Fairfield, Bush & Co. | 36 | $2.72K | 0.00% | +36 | New |
| Caldwell Sutter Capital, Inc. | 38 | $2.87K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 38 | $2.87K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 40 | $3.00K | 0.00% | −17−29.8% | Reduced |
| Frazier Financial Advisors, LLC | 44 | $3.32K | 0.00% | +44 | New |
| Hoey Investments, Inc | 46 | $3.48K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 50 | $3.78K | 0.00% | +50 | New |
| Lee Financial Co | 52 | $3.93K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 54 | $4.08K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 54 | $4.08K | 0.00% | +4+8.0% | Added |
| Copeland Capital Management, LLC | 58 | $4.38K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 58 | $4.38K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 64 | $4.83K | 0.00% | +64 | New |
| Asset Dedication, LLC | 72 | $5.00K | 0.00% | −20−21.7% | Reduced |
| Financial Management Professionals, Inc. | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 66 | $5.03K | 0.00% | −191−74.3% | Reduced |
| Key Financial Inc | 68 | $5.14K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 70 | $5.29K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 70 | $5.29K | 0.00% | +70 | New |
| Legacy Bridge, LLC | 70 | $5.29K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 72 | $5.41K | 0.00% | +72 | New |
| Abich Financial Wealth Management LLC | 74 | $5.59K | 0.01% | +74 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 76 | $5.74K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 78 | $5.87K | 0.00% | +65+500.0% | Added |
| Perkins Coie Trust Co | 78 | $5.89K | 0.00% | −35−31.0% | Reduced |
| FSA Wealth Management LLC | 85 | $6.00K | 0.00% | +85 | New |
| Frank, Rimerman Advisors LLC | 83 | $6.27K | 0.00% | +83 | New |
| Concord Wealth Partners | 86 | $6.50K | 0.00% | −121−58.5% | Reduced |
| Fortitude Family Office, LLC | 87 | $6.57K | 0.00% | +87 | New |
| ICA Group Wealth Management, LLC | 87 | $6.60K | 0.00% | +87 | New |
| Raffa Wealth Management, LLC | 89 | $6.72K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 91 | $6.90K | 0.00% | +5+5.8% | Added |
| St Germain D J Co Inc | 93 | $7.02K | 0.00% | −263−73.9% | Reduced |
| Park Place Capital Corp | 97 | $7.33K | 0.00% | −1,040−91.5% | Reduced |
| Hollencrest Capital Management | 100 | $7.55K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $7.90K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 104 | $7.91K | 0.00% | +90+642.9% | Added |
| Abound Wealth Management | 105 | $7.93K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 110 | $8.00K | 0.00% | +110 | New |
| Geneos Wealth Management Inc. | 118 | $8.91K | 0.00% | −493−80.7% | Reduced |
| Glen Eagle Advisors, LLC | 123 | $9.32K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 124 | $9.37K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 125 | $9.44K | 0.00% | +5+4.2% | Added |
| Plante Moran Financial Advisors, LLC | 128 | $9.67K | 0.00% | +128 | New |
| FWL Investment Management, LLC | 132 | $9.97K | 0.01% | +132 | New |
| PSI Advisors, LLC | 137 | $10.3K | 0.00% | +1+0.7% | Added |
| JNBA Financial Advisors | 142 | $10.7K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 147 | $11.1K | 0.00% | −98−40.0% | Reduced |
| Arlington Trust Co LLC | 149 | $11.3K | 0.00% | +149 | New |
| Northwest Bank & Trust Co | 155 | $11.7K | 0.01% | +155 | New |
| Tortoise Investment Management, LLC | 160 | $12.1K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 160 | $12.1K | 0.00% | +160 | New |
| Essex Investment Management Co LLC | 165 | $12.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 172 | $13.0K | 0.00% | −8−4.4% | Reduced |
| Hall Laurie J Trustee | 170 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 174 | $13.1K | 0.01% | +174 | New |
| Lummis Asset Management, LP | 180 | $13.6K | 0.01% | +180 | New |
| GW&K Investment Management, LLC | 185 | $14.0K | 0.00% | +12+6.9% | Added |
| Hexagon Capital Partners LLC | 197 | $14.9K | 0.00% | +1+0.5% | Added |
| Keener Financial Planning LLC | 202 | $15.0K | 0.01% | +202 | New |
| Smartleaf Asset Management LLC | 216 | $15.3K | 0.00% | +216 | New |
| Red Tortoise LLC | 214 | $16.2K | 0.01% | 00.0% | Unchanged |
| Vima LLC | 214 | $16.2K | 0.04% | +214 | New |
| Atticus Wealth Management, LLC | 219 | $16.5K | 0.01% | +1+0.5% | Added |
| Operose Advisors LLC | 225 | $17.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 227 | $17.1K | 0.00% | +166+272.1% | Added |
| Beaird Harris Wealth Management, LLC | 230 | $17.4K | 0.00% | +230 | New |