| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| NVWM, LLC | 1 | $198 | 0.00% | +1 | New |
| TD Capital Management LLC | 2 | $396 | 0.00% | +2 | New |
| Quest Partners LLC | 2 | $396 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 3 | $594 | 0.00% | +3 | New |
| Colonial Trust Advisors | 3 | $595 | 0.00% | −35−92.1% | Reduced |
| Sofos Investments, Inc. | 3 | $688 | 0.00% | +3 | Added |
| Abich Financial Wealth Management LLC | 4 | $793 | 0.00% | −592−99.3% | Reduced |
| Tfo-TDC, LLC | 4 | $793 | 0.00% | −6−60.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 4 | $793 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $793 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $806 | 0.00% | +3+300.0% | Added |
| Winthrop Capital Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $1.17K | 0.00% | −6−50.0% | Reduced |
| Western Pacific Wealth Management, LP | 6 | $1.19K | 0.00% | +6 | New |
| Bank of New Hampshire | 7 | $1.39K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $1.39K | 0.00% | +3+75.0% | Added |
| Atwood & Palmer Inc | 7 | $1.39K | 0.00% | +7 | New |
| Delos Wealth Advisors, LLC | 7 | $1.39K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $1.58K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 8 | $1.58K | 0.00% | +8 | New |
| North Star Investment Management Corp. | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 10 | $1.98K | 0.00% | +10 | New |
| Penserra Capital Management LLC | 15 | $2.00K | 0.00% | −815−98.2% | Reduced |
| First Foundation Advisors | 12 | $2.38K | 0.00% | +12 | New |
| Pineridge Advisors LLC | 13 | $2.60K | 0.00% | +13 | New |
| Highline Wealth Partners LLC | 14 | $2.77K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 14 | $2.77K | 0.00% | +14 | New |
| Washington Trust Advisors, Inc. | 14 | $2.84K | 0.00% | +14 | New |
| Hollencrest Capital Management | 15 | $2.97K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $3.00K | 0.00% | +3+27.3% | Added |
| DiNuzzo Private Wealth, Inc. | 16 | $3.17K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 16 | $3.17K | 0.00% | +3+23.1% | Added |
| LifeSteps Financial, Inc. | 16 | $3.17K | 0.00% | +16 | New |
| Tyler-Stone Wealth Management | 17 | $3.37K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 20 | $3.96K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 20 | $3.96K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 26 | $5.15K | 0.00% | +26 | New |
| Beaird Harris Wealth Management, LLC | 26 | $5.15K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 27 | $5.35K | 0.00% | −12−30.8% | Reduced |
| Prestige Wealth Management Group LLC | 27 | $5.35K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 27 | $5.35K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 27 | $5.36K | 0.00% | +10+58.8% | Added |
| South State Corp. | 28 | $5.55K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 28 | $5.55K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 28 | $5.55K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $5.55K | 0.00% | −4−12.5% | Reduced |
| AdvisorNet Financial, Inc | 30 | $5.95K | 0.00% | −308−91.1% | Reduced |
| Asset Dedication, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 34 | $6.74K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 35 | $6.94K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 38 | $7.53K | 0.01% | +17+81.0% | Added |
| Macroview Investment Management LLC | 39 | $7.72K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 39 | $7.73K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 42 | $8.32K | 0.00% | +42 | New |
| American Capital Advisory, LLC | 68 | $9.19K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 50 | $9.91K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $9.91K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $9.91K | 0.00% | +50 | New |
| Umb Bank N A | 54 | $10.7K | 0.00% | −187−77.6% | Reduced |
| Valued Wealth Advisors LLC | 57 | $11.3K | 0.01% | +24+72.7% | Added |
| Bell Investment Advisors, Inc | 59 | $11.7K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 56 | $12.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 60 | $12.0K | 0.00% | +60 | New |
| Red Tortoise LLC | 61 | $12.1K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 64 | $12.7K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 65 | $12.8K | 0.00% | +1+1.6% | Added |
| GW&K Investment Management, LLC | 64 | $13.0K | 0.00% | −36−36.0% | Reduced |
| Sachetta, LLC | 89 | $13.8K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 73 | $14.0K | 0.01% | +1+1.4% | Added |
| Continuum Advisory, LLC | 69 | $14.1K | 0.00% | −1,726−96.2% | Reduced |
| Bruce G. Allen Investments, LLC | 71 | $14.1K | 0.01% | +33+86.8% | Added |
| Ranger Investment Management, L.P. | 72 | $14.3K | 0.00% | −54−42.9% | Reduced |
| Rogco, LP | 75 | $14.9K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 77 | $15.3K | 0.01% | +77 | New |
| Rakuten Securities, Inc. | 80 | $15.9K | 0.01% | +44+122.2% | Added |
| EntryPoint Capital, LLC | 81 | $16.1K | 0.01% | −351−81.3% | Reduced |
| Ancora Advisors, LLC | 82 | $16.3K | 0.00% | −600−88.0% | Reduced |
| Distillate Capital Partners LLC | 82 | $16.3K | 2.73% | +4+5.1% | Added |
| Carolinas Wealth Consulting LLC | 82 | $16.3K | 0.00% | +7+9.3% | Added |
| Colonial Trust Co | 86 | $17.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 86 | $17.0K | 0.01% | +23+36.5% | Added |
| Bullock Wealth Management Group | 86 | $17.1K | 0.01% | +86 | New |
| Pinnacle Bancorp, Inc. | 92 | $18.2K | 0.01% | +38+70.4% | Added |
| Cetera Trust Company, N.A | 93 | $18.4K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 95 | $18.8K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 96 | $19.0K | 0.01% | −1,057−91.7% | Reduced |
| Abound Wealth Management | 99 | $19.5K | 0.01% | +10+11.2% | Added |
| Private Wealth Management Group, LLC | 100 | $19.8K | 0.01% | +1+1.0% | Added |
| Catalyst Funds Management Pty Ltd | 100 | $19.8K | 0.01% | +100 | New |
| Frank, Rimerman Advisors LLC | 102 | $20.2K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 102 | $20.2K | 0.00% | +16+18.6% | Added |
| Criterion Capital Advisors, LLC | 105 | $20.8K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 105 | $20.8K | 0.02% | +105 | New |
| Farmers & Merchants Investments Inc | 112 | $22.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 115 | $22.8K | 0.01% | +115 | New |
| Impact Partnership Wealth, LLC | 115 | $22.8K | 0.01% | −3,561−96.9% | Reduced |
| REAP Financial Group, LLC | 117 | $23.1K | 0.01% | −81−40.9% | Reduced |
| SOA Wealth Advisors, LLC. | 120 | $23.8K | 0.00% | +2+1.7% | Added |