| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| JJJ Advisors Inc. | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $142 | 0.00% | −4−66.7% | Reduced |
| Quent Capital, LLC | 3 | $235 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $283 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 5 | $354 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $424 | 0.00% | +1+20.0% | Added |
| Caitlin John, LLC | 6 | $433 | 0.00% | −1−14.3% | Reduced |
| Global Assets Advisory, LLC | 33,459 | $475 | 0.02% | +33,459 | New |
| Trifecta Capital Advisors, LLC | 8 | $566 | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 8 | $566 | 0.00% | +8 | New |
| Sofos Investments, Inc. | 8 | $571 | 0.00% | +8 | New |
| True Wealth Design, LLC | 9 | $637 | 0.00% | +4+80.0% | Added |
| Cornerstone Planning Group LLC | 9 | $652 | 0.00% | +9 | New |
| Carolinas Wealth Consulting LLC | 10 | $715 | 0.00% | +5+100.0% | Added |
| Archer Investment Corp | 12 | $815 | 0.00% | +1+9.1% | Added |
| AdvisorNet Financial, Inc | 12 | $849 | 0.00% | −118−90.8% | Reduced |
| Anchor Investment Management, LLC | 12 | $849 | 0.00% | +12 | New |
| NVWM, LLC | 12 | $849 | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 14 | $1.02K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 17 | $1.20K | 0.00% | +17 | New |
| Quest Partners LLC | 18 | $1.27K | 0.00% | +18 | New |
| Laurel Wealth Advisors LLC | 19 | $1.34K | 0.00% | +19 | New |
| Iron Horse Wealth Management, LLC | 20 | $1.42K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 21 | $1.49K | 0.00% | +21 | New |
| Park Place Capital Corp | 22 | $1.56K | 0.00% | +22 | New |
| Creative Financial Designs Inc | 23 | $1.63K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 23 | $1.63K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $1.70K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 27 | $1.91K | 0.00% | +3+12.5% | Added |
| RFP Financial Group LLC | 27 | $1.91K | 0.00% | +27 | New |
| AllSquare Wealth Management LLC | 28 | $1.98K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $2.00K | 0.00% | −1,743−98.3% | Reduced |
| Avion Wealth | 25 | $2.00K | 0.00% | +14+127.3% | Added |
| Dunhill Financial, LLC | 28 | $2.01K | 0.00% | +4+16.7% | Added |
| ClariVest Asset Management LLC | 29 | $2.05K | 0.00% | +9+45.0% | Added |
| SJS Investment Consulting Inc. | 29 | $2.05K | 0.00% | +3+11.5% | Added |
| CoreCap Advisors, LLC | 30 | $2.12K | 0.00% | +30 | New |
| Investors Research Corp | 34 | $2.40K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 38 | $2.69K | 0.00% | +9+31.0% | Added |
| PFG Private Wealth Management, LLC | 42 | $2.97K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 47 | $3.36K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 48 | $3.40K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $3.54K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 57 | $4.03K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 60 | $4.24K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 60 | $4.24K | 0.00% | +15+33.3% | Added |
| Frazier Financial Advisors, LLC | 63 | $4.46K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 65 | $4.60K | 0.00% | −11−14.5% | Reduced |
| First Community Trust NA | 69 | $4.88K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 72 | $5.09K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 79 | $5.59K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 85 | $5.79K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 80 | $6.00K | 0.00% | +3+3.9% | Added |
| Salomon & Ludwin, LLC | 90 | $6.37K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 95 | $6.72K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 99 | $7.00K | 0.00% | −15−13.2% | Reduced |
| Institutional & Family Asset Management, LLC | 100 | $7.07K | 0.00% | −33−24.8% | Reduced |
| North Star Investment Management Corp. | 100 | $7.07K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 100 | $7.07K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 112 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 114 | $8.06K | 0.00% | −3,500−96.8% | Reduced |
| Stephens Consulting, LLC | 124 | $8.74K | 0.00% | +2+1.6% | Added |
| Glen Eagle Advisors, LLC | 125 | $8.84K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 126 | $8.94K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 127 | $8.98K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 140 | $9.00K | 0.00% | −135−49.1% | Reduced |
| Colonial Trust Co | 133 | $9.22K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 135 | $9.55K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 140 | $9.90K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 148 | $10.0K | 0.00% | +11+8.0% | Added |
| Sachetta, LLC | 146 | $10.6K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 150 | $10.6K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 150 | $10.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 152 | $10.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 152 | $10.8K | 0.01% | +61+67.0% | Added |
| Larson Financial Group LLC | 154 | $10.9K | 0.00% | +2+1.3% | Added |
| Hazlett, Burt & Watson, Inc. | 150 | $11.0K | 0.01% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 155 | $11.0K | 0.00% | +155 | New |
| Financial Avengers, Inc. | 169 | $11.9K | 0.01% | +2+1.2% | Added |
| Godsey & Gibb Associates | 175 | $12.4K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 175 | $12.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 175 | $12.4K | 0.00% | +175 | New |
| Zions Bancorporation, N.A. | 181 | $12.8K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 183 | $12.9K | 0.00% | +142+346.3% | Added |
| Grove Bank & Trust | 185 | $13.1K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 186 | $13.2K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 180 | $13.4K | 0.00% | −24−11.8% | Reduced |
| Boyd Watterson Asset Management LLC | 195 | $13.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 200 | $14.1K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 200 | $14.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 200 | $14.1K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 200 | $14.1K | 0.01% | +200 | New |
| Venturi Wealth Management, LLC | 205 | $14.5K | 0.00% | +1+0.5% | Added |
| Barrett & Company, Inc. | 216 | $15.3K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 217 | $15.3K | 0.00% | +3+1.4% | Added |
| Pacific Center for Financial Services | 218 | $15.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 224 | $15.8K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 225 | $15.9K | 0.00% | 00.0% | Unchanged |