| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| Trust Co of Vermont | 2 | $77 | 0.00% | +2 | New |
| Wolff Wiese Magana LLC | 5 | $194 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $312 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $366 | 0.00% | +9 | New |
| Tfo-TDC, LLC | 11 | $425 | 0.00% | −13−54.2% | Reduced |
| Pineridge Advisors LLC | 12 | $464 | 0.00% | +12 | New |
| Smartleaf Asset Management LLC | 14 | $546 | 0.00% | +14 | New |
| Carolinas Wealth Consulting LLC | 18 | $695 | 0.00% | +2+12.5% | Added |
| Voisard Asset Management Group, Inc. | 19 | $735 | 0.00% | +19 | New |
| Kayne Anderson Rudnick Investment Management LLC | 20 | $773 | 0.00% | +20 | New |
| Criterion Capital Advisors, LLC | 20 | $774 | 0.00% | +20 | New |
| Hexagon Capital Partners LLC | 21 | $812 | 0.00% | +21 | New |
| Rakuten Securities, Inc. | 22 | $851 | 0.00% | +22 | New |
| Dunhill Financial, LLC | 22 | $860 | 0.00% | +22 | New |
| Gradient Investments LLC | 25 | $967 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 25 | $970 | 0.00% | +25 | New |
| Raleigh Capital Management Inc. | 30 | $1.16K | 0.00% | +30 | New |
| St. Johns Investment Management Company, LLC | 31 | $1.20K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 31 | $1.20K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 33 | $1.28K | 0.00% | +33 | New |
| EdgeRock Capital LLC | 39 | $1.37K | 0.00% | +39 | New |
| Pinnacle Bancorp, Inc. | 39 | $1.51K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 39 | $1.51K | 0.00% | +39 | New |
| CVA Family Office, LLC | 45 | $1.74K | 0.00% | +45 | New |
| Toth Financial Advisory Corp | 50 | $1.93K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 75 | $2.00K | 0.00% | +75 | New |
| Turtle Creek Wealth Advisors, LLC | 55 | $2.13K | 0.00% | +55 | New |
| VisionPoint Advisory Group, LLC | 58 | $2.24K | 0.00% | +58 | New |
| CoreFirst Bank & Trust | 60 | $2.32K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 62 | $2.40K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 62 | $2.40K | 0.00% | +55+785.7% | Added |
| Venturi Wealth Management, LLC | 64 | $2.48K | 0.00% | +39+156.0% | Added |
| SJS Investment Consulting Inc. | 68 | $2.63K | 0.00% | −1−1.4% | Reduced |
| Lee Financial Co | 70 | $2.71K | 0.00% | +70 | New |
| REAP Financial Group, LLC | 73 | $2.83K | 0.00% | +73 | New |
| Abich Financial Wealth Management LLC | 85 | $3.29K | 0.00% | +85 | New |
| Atwood & Palmer Inc | 89 | $3.44K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 95 | $3.67K | 0.00% | +95 | New |
| Sachetta, LLC | 100 | $3.87K | 0.00% | +100 | New |
| Baystate Wealth Management LLC | 100 | $3.90K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 103 | $3.97K | 0.00% | +1+1.0% | Added |
| Centerpoint Advisors, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 106 | $4.10K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 107 | $4.14K | 0.00% | +49+84.5% | Added |
| Archer Investment Corp | 109 | $4.21K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 117 | $4.52K | 0.00% | −20−14.6% | Reduced |
| Fortitude Family Office, LLC | 139 | $5.37K | 0.00% | +139 | New |
| Cetera Trust Company, N.A | 141 | $5.45K | 0.00% | +141 | New |
| Washington Trust Advisors, Inc. | 146 | $5.63K | 0.00% | −59−28.8% | Reduced |
| Bell Investment Advisors, Inc | 153 | $5.92K | 0.00% | +52+51.5% | Added |
| Stone House Investment Management, LLC | 171 | $6.59K | 0.00% | +61+55.5% | Added |
| GW&K Investment Management, LLC | 180 | $7.00K | 0.00% | +4+2.3% | Added |
| Zions Bancorporation, N.A. | 188 | $7.27K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 190 | $7.34K | 0.00% | +190 | New |
| Trifecta Capital Advisors, LLC | 200 | $7.73K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 201 | $7.76K | 0.00% | +201 | New |
| EverSource Wealth Advisors, LLC | 202 | $7.81K | 0.00% | −605−75.0% | Reduced |
| Farmers & Merchants Investments Inc | 265 | $10.2K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 265 | $10.2K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 265 | $10.2K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 270 | $10.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 301 | $10.6K | 0.00% | −269−47.2% | Reduced |
| Wetzel Investment Advisors, Inc. | 291 | $11.0K | 0.01% | +291 | New |
| JJJ Advisors Inc. | 295 | $11.4K | 0.00% | +18+6.5% | Added |
| Anchor Investment Management, LLC | 300 | $11.6K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 311 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 317 | $12.3K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 370 | $14.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 380 | $14.7K | 0.00% | +380 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 404 | $15.6K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 418 | $16.2K | 0.01% | +418 | New |
| Colonial Trust Co | 415 | $16.2K | 0.00% | −106−20.3% | Reduced |
| Systematic Financial Management LP | 440 | $17.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 465 | $18.0K | 0.00% | −20−4.1% | Reduced |
| Quent Capital, LLC | 466 | $18.0K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 469 | $18.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 469 | $18.1K | 0.00% | −162−25.7% | Reduced |
| Tyler-Stone Wealth Management | 475 | $18.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 478 | $18.5K | 0.00% | +5+1.1% | Added |
| Institutional & Family Asset Management, LLC | 480 | $18.6K | 0.00% | −66−12.1% | Reduced |
| Versant Capital Management, Inc | 490 | $18.9K | 0.01% | +4+0.8% | Added |
| Strategic Investment Solutions, Inc. | 498 | $19.3K | 0.00% | +498 | New |
| Founders Capital Management | 500 | $19.3K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 500 | $19.3K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $19.3K | 0.01% | +500 | New |
| Halpern Financial, Inc. | 500 | $19.4K | 0.01% | +500 | New |
| Tidemark, LLC | 512 | $19.8K | 0.01% | +512 | New |
| ICA Group Wealth Management, LLC | 524 | $20.3K | 0.00% | +524 | New |
| Plante Moran Financial Advisors, LLC | 530 | $20.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 533 | $22.0K | 0.00% | +227+74.2% | Added |
| Manchester Capital Management LLC | 601 | $23.2K | 0.00% | +78+14.9% | Added |
| Glassman Wealth Services | 616 | $23.8K | 0.00% | +161+35.4% | Added |
| TD Private Client Wealth LLC | 678 | $26.2K | 0.00% | +208+44.3% | Added |
| First Horizon Advisors, Inc. | 687 | $26.6K | 0.00% | +130+23.3% | Added |
| Proequities, Inc. | 700 | $27.1K | 0.00% | −15−2.1% | Reduced |
| Parkside Financial Bank & Trust | 712 | $27.5K | 0.01% | −200−21.9% | Reduced |
| Capital Advisors, Ltd. LLC | 725 | $28.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 760 | $29.4K | 0.00% | −125−14.1% | Reduced |
| Private Wealth Management Group, LLC | 767 | $29.7K | 0.01% | +767 | New |