| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Valued Wealth Advisors LLC | 1 | $121 | 0.00% | −10−90.9% | Reduced |
| WestEnd Advisors, LLC | 1 | $121 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $121 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $239 | 0.00% | +2 | New |
| Abich Financial Wealth Management LLC | 2 | $242 | 0.00% | −49−96.1% | Reduced |
| DHJJ Financial Advisors, Ltd. | 2 | $242 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $242 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3 | $363 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 4 | $484 | 0.00% | −51−92.7% | Reduced |
| Quest Partners LLC | 4 | $484 | 0.00% | +4 | New |
| Colonial Trust Advisors | 5 | $605 | 0.00% | −19−79.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $605 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $605 | 0.00% | +2+66.7% | Added |
| Gradient Investments LLC | 6 | $726 | 0.00% | −4−40.0% | Reduced |
| Center for Financial Planning, Inc. | 6 | $726 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 6 | $726 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 7 | $845 | 0.00% | +4+133.3% | Added |
| Impact Partnership Wealth, LLC | 7 | $847 | 0.00% | −2,227−99.7% | Reduced |
| MCF Advisors LLC | 8 | $968 | 0.00% | +3+60.0% | Added |
| Jones Financial Companies LLLP | 8 | $968 | 0.00% | +8 | New |
| Delos Wealth Advisors, LLC | 8 | $968 | 0.00% | +8 | New |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Sachetta, LLC | 9 | $1.19K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 12 | $1.45K | 0.00% | +12 | New |
| Fortitude Family Office, LLC | 12 | $1.45K | 0.00% | +12 | New |
| Dunhill Financial, LLC | 13 | $1.63K | 0.00% | +2+18.2% | Added |
| Raffa Wealth Management, LLC | 14 | $1.69K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 15 | $1.81K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $1.81K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15 | $1.81K | 0.00% | +4+36.4% | Added |
| Raleigh Capital Management Inc. | 15 | $1.81K | 0.00% | +14+1,400.0% | Added |
| SJS Investment Consulting Inc. | 16 | $1.94K | 0.00% | +8+100.0% | Added |
| Gen-Wealth Partners Inc | 16 | $1.94K | 0.00% | +16 | New |
| Highline Wealth Partners LLC | 17 | $2.06K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 17 | $2.06K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $2.18K | 0.00% | +2+12.5% | Added |
| Bell Investment Advisors, Inc | 19 | $2.30K | 0.00% | +4+26.7% | Added |
| Abound Wealth Management | 21 | $2.54K | 0.00% | −5−19.2% | Reduced |
| Prestige Wealth Management Group LLC | 21 | $2.54K | 0.00% | −3−12.5% | Reduced |
| Wetzel Investment Advisors, Inc. | 25 | $2.73K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 24 | $2.90K | 0.00% | −10−29.4% | Reduced |
| Capital Advisors, Ltd. LLC | 26 | $3.00K | 0.00% | +4+18.2% | Added |
| Avion Wealth | 19 | $3.00K | 0.00% | +14+280.0% | Added |
| Independence Bank of Kentucky | 25 | $3.02K | 0.00% | −150−85.7% | Reduced |
| Barrett & Company, Inc. | 25 | $3.02K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 25 | $3.02K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 28 | $3.11K | 0.00% | +28 | New |
| Ancora Advisors, LLC | 30 | $3.63K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 30 | $3.63K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 30 | $3.63K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 30 | $3.63K | 0.00% | +10+50.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $3.75K | 0.00% | +31 | New |
| Mather Group, LLC. | 29 | $3.83K | 0.00% | +29 | New |
| City State Bank | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 37 | $4.00K | 0.00% | +37 | New |
| St Germain D J Co Inc | 35 | $4.23K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 35 | $4.23K | 0.00% | +10+40.0% | Added |
| Global Financial Private Client, LLC | 41 | $4.85K | 0.00% | −25−37.9% | Reduced |
| Asset Dedication, LLC | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 42 | $5.08K | 0.00% | +42 | New |
| PayPay Securities Corp | 43 | $5.20K | 0.26% | +2+4.9% | Added |
| Pacifica Partners Inc. | 50 | $5.55K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 50 | $6.05K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 50 | $6.05K | 0.00% | +50 | New |
| GW&K Investment Management, LLC | 61 | $7.00K | 0.00% | −1−1.6% | Reduced |
| Strengthening Families & Communities, LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 64 | $7.74K | 0.00% | −23−26.4% | Reduced |
| Armstrong Advisory Group, Inc | 65 | $8.59K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 75 | $9.07K | 0.00% | −40−34.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 75 | $9.07K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 79 | $9.56K | 0.00% | −139−63.8% | Reduced |
| Millburn Ridgefield Corp | 79 | $9.56K | 0.00% | −11−12.2% | Reduced |
| American Capital Advisory, LLC | 50 | $10.5K | 0.01% | +50 | New |
| Householder Group Estate & Retirement Specialist, LLC | 89 | $10.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 91 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 97 | $11.7K | 0.01% | −15−13.4% | Reduced |
| Smartleaf Asset Management LLC | 99 | $11.9K | 0.00% | +99 | New |
| USCF Advisers LLC | 100 | $12.1K | 1.15% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $12.1K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $12.1K | 0.00% | +25+33.3% | Added |
| EverSource Wealth Advisors, LLC | 112 | $12.2K | 0.00% | +27+31.8% | Added |
| Covestor Ltd | 103 | $13.0K | 0.01% | −868−89.4% | Reduced |
| Atlantic Trust, LLC | 110 | $13.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 113 | $13.7K | 0.00% | +45+66.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 115 | $13.9K | 0.00% | −278−70.7% | Reduced |
| Baldwin Brothers Inc | 115 | $13.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 117 | $14.2K | 0.01% | +100+588.2% | Added |
| TFC Financial Management | 124 | $15.0K | 0.00% | +1+0.8% | Added |
| CGC Financial Services, LLC | 127 | $15.4K | 0.01% | +117+1,170.0% | Added |
| Ronald Blue Trust, Inc. | 129 | $15.6K | 0.00% | −201−60.9% | Reduced |
| Riverview Trust Co | 142 | $17.2K | 0.01% | +142 | New |
| Sunbelt Securities, Inc. | 144 | $17.4K | 0.00% | 00.0% | Unchanged |