| Bruce G. Allen Investments, LLC | 1 | $337 | 0.00% | −3−75.0% | Reduced |
| Essential Partners LLC | 1 | $337 | 0.00% | +1 | New |
| ORG Partners LLC | 1 | $338 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $674 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $674 | 0.00% | +2 | New |
| Stephens Consulting, LLC | 2 | $674 | 0.00% | +2 | New |
| Richardson Financial Services Inc. | 2 | $674 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $677 | 0.00% | +2 | New |
| Bogart Wealth, LLC | 3 | $1.01K | 0.00% | −51−94.4% | Reduced |
| CNB Bank | 3 | $1.01K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $1.01K | 0.00% | +3 | New |
| Colonial Trust Co | 4 | $1.28K | 0.00% | +4 | New |
| Rise Advisors, LLC | 4 | $1.35K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $1.35K | 0.00% | +2+100.0% | Added |
| WealthTrak Capital Management LLC | 4 | $1.35K | 0.00% | +3+300.0% | Added |
| Activest Wealth Management | 4 | $1.35K | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 4 | $1.35K | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $1.35K | 0.00% | +4 | New |
| Dogwood Wealth Management LLC | 4 | $1.38K | 0.00% | +3+300.0% | Added |
| Atlantic Private Wealth, LLC | 4 | $1.41K | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $1.68K | 0.00% | +3+150.0% | Added |
| Caitong International Asset Management Co., Ltd | 5 | $1.69K | 0.00% | −891−99.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 6 | $1.87K | 0.00% | +6 | New |
| Winthrop Capital Management, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 6 | $2.02K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $2.02K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 7 | $2.36K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $2.40K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 8 | $2.70K | 0.00% | +3+60.0% | Added |
| Highline Wealth Partners LLC | 8 | $2.70K | 0.00% | +5+166.7% | Added |
| AdvisorNet Financial, Inc | 9 | $3.03K | 0.00% | +3+50.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $3.06K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $3.37K | 0.00% | −63,220−100.0% | Reduced |
| Raffa Wealth Management, LLC | 10 | $3.37K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 12 | $4.04K | 0.00% | +12 | New |
| Traub Capital Management LLC | 12 | $4.15K | 0.00% | +12 | New |
| Fairscale Capital, LLC | 11 | $4.29K | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $4.38K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $4.38K | 0.00% | +5+62.5% | Added |
| Atlantic Trust, LLC | 14 | $4.72K | 0.00% | −1−6.7% | Reduced |
| Abound Wealth Management | 14 | $4.72K | 0.00% | +5+55.6% | Added |
| Kilter Group LLC | 14 | $4.72K | 0.00% | +14 | New |
| Brown Brothers Harriman & Co | 16 | $5.39K | 0.00% | +16 | New |
| UMA Financial Services, Inc. | 16 | $5.39K | 0.00% | +9+128.6% | Added |
| Cromwell Holdings LLC | 17 | $5.73K | 0.00% | +11+183.3% | Added |
| GPS Wealth Strategies Group, LLC | 18 | $6.07K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 19 | $6.40K | 0.00% | −26−57.8% | Reduced |
| Central Trust Co | 20 | $6.74K | 0.00% | +20 | New |
| Valley National Advisers Inc | 21 | $7.00K | 0.00% | +1+5.0% | Added |
| NBC Securities, Inc. | 21 | $7.00K | 0.00% | +10+90.9% | Added |
| Hughes Financial Services, LLC | 20 | $7.10K | 0.00% | −3−13.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 22 | $7.41K | 0.00% | +22 | New |
| TD Private Client Wealth LLC | 22 | $7.41K | 0.00% | +20+1,000.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 22 | $7.59K | 0.00% | +22 | New |
| CBIZ Investment Advisory Services, LLC | 23 | $7.75K | 0.00% | +23 | New |
| Oliver Lagore Vanvalin Investment Group | 39 | $8.15K | 0.00% | +39 | New |
| Sierra Ocean, LLC | 25 | $8.42K | 0.01% | −2−7.4% | Reduced |
| Principia Wealth Advisory, LLC | 25 | $8.42K | 0.01% | +18+257.1% | Added |
| Plante Moran Financial Advisors, LLC | 25 | $8.42K | 0.00% | +25 | New |
| Eukles Asset Management | 25 | $8.42K | 0.00% | +25 | New |
| Bell Investment Advisors, Inc | 27 | $9.10K | 0.00% | −1−3.6% | Reduced |
| Fortitude Family Office, LLC | 27 | $9.10K | 0.00% | +21+350.0% | Added |
| TSFG, LLC | 31 | $10.0K | 0.00% | −33−51.6% | Reduced |
| MV Capital Management, Inc. | 31 | $10.4K | 0.00% | +30+3,000.0% | Added |
| Transce3nd, LLC | 35 | $11.8K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 35 | $11.8K | 0.01% | +35 | New |
| Murphy & Mullick Capital Management Corp | 35 | $12.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 36 | $12.6K | 0.00% | +8+28.6% | Added |
| Logan Capital Management Inc | 39 | $13.1K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 40 | $13.5K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 41 | $13.8K | 0.00% | +41 | New |
| GW&K Investment Management, LLC | 42 | $14.0K | 0.00% | +42 | New |
| Sachetta, LLC | 43 | $14.5K | 0.01% | −3−6.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 45 | $15.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $15.5K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 47 | $16.0K | 0.00% | −13−21.7% | Reduced |
| Meeder Asset Management Inc | 51 | $17.2K | 0.00% | +6+13.3% | Added |
| Contravisory Investment Management, Inc. | 52 | $17.5K | 0.00% | +52 | New |
| Clearstead Advisors, LLC | 57 | $19.2K | 0.00% | −13−18.6% | Reduced |
| WD Rutherford LLC | 59 | $19.9K | 0.01% | +59 | New |
| Fifth Third Bancorp | 60 | $20.2K | 0.00% | −176−74.6% | Reduced |
| CVA Family Office, LLC | 60 | $20.2K | 0.00% | +18+42.9% | Added |
| Private Wealth Asset Management, LLC | 61 | $20.6K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 64 | $21.6K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 65 | $21.9K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 68 | $22.9K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 70 | $23.6K | 0.02% | +20+40.0% | Added |
| Binnacle Investments Inc | 70 | $23.6K | 0.02% | +56+400.0% | Added |
| CIBC Private Wealth Group, LLC | 71 | $23.9K | 0.00% | +11+18.3% | Added |
| Covestor Ltd | 72 | $24.0K | 0.01% | −24−25.0% | Reduced |
| Crewe Advisors LLC | 72 | $24.3K | 0.00% | +72 | New |
| Boreal Capital Management LLC | 74 | $24.9K | 0.02% | +74 | New |
| Barrett & Company, Inc. | 75 | $25.3K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 75 | $25.3K | 0.01% | +75 | New |
| N.E.W. Advisory Services LLC | 80 | $27.0K | 0.00% | −80−50.0% | Reduced |
| RiverPark Advisors, LLC | 92 | $31.0K | 0.02% | −53−36.6% | Reduced |
| Bessemer Group Inc | 91 | $31.0K | 0.00% | −4−4.2% | Reduced |
| Avion Wealth | 94 | $31.0K | 0.01% | +21+28.8% | Added |
| Cypress Capital Management LLC (WY) | 100 | $33.7K | 0.04% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 100 | $33.7K | 0.01% | 00.0% | Unchanged |