| Cloud Capital Management, LLC | 15 | $0 | 0.00% | +15 | New |
| Tortoise Investment Management, LLC | 1 | $53 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $57 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2 | $107 | 0.00% | −280−99.3% | Reduced |
| Financial Management Professionals, Inc. | 2 | $107 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 2 | $107 | 0.00% | +2 | New |
| Sunbelt Securities, Inc. | 3 | $160 | 0.00% | +3 | New |
| New Millennium Group LLC | 3 | $160 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 6 | $320 | 0.00% | −1−14.3% | Reduced |
| Ameriflex Group, Inc. | 6 | $320 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 6 | $321 | 0.00% | +2+50.0% | Added |
| Proffitt & Goodson Inc | 6 | $321 | 0.00% | +6 | New |
| Palisade Asset Management, LLC | 6 | $321 | 0.00% | +6 | New |
| MV Capital Management, Inc. | 6 | $321 | 0.00% | +6 | New |
| Imprint Wealth LLC | 7 | $374 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 8 | $427 | 0.00% | −1−11.1% | Reduced |
| Essential Partners LLC | 8 | $427 | 0.00% | +8 | New |
| South State Corp. | 8 | $428 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $481 | 0.00% | +2+28.6% | Added |
| Principia Wealth Advisory, LLC | 9 | $481 | 0.00% | +2+28.6% | Added |
| ZRC Wealth Management, LLC | 9 | $481 | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 12 | $585 | 0.00% | +2+20.0% | Added |
| SJS Investment Consulting Inc. | 11 | $588 | 0.00% | −3−21.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $801 | 0.00% | −10−40.0% | Reduced |
| JPL Wealth Management, LLC | 15 | $801 | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 18 | $961 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $962 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $1.05K | 0.00% | −7−28.0% | Reduced |
| S&T Bank | 21 | $1.12K | 0.00% | −20−48.8% | Reduced |
| Cromwell Holdings LLC | 22 | $1.18K | 0.00% | +22 | New |
| Trifecta Capital Advisors, LLC | 23 | $1.23K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 24 | $1.28K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 25 | $1.33K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 26 | $1.40K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $1.44K | 0.00% | +19+237.5% | Added |
| Your Advocates Ltd., LLP | 29 | $1.55K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 30 | $1.60K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 32 | $1.71K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 34 | $1.81K | 0.00% | +34 | New |
| Private Trust Co NA | 39 | $2.08K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 40 | $2.14K | 0.00% | −12−23.1% | Reduced |
| Larson Financial Group LLC | 40 | $2.14K | 0.00% | +3+8.1% | Added |
| Rossby Financial, LCC | 43 | $2.28K | 0.00% | +28+186.7% | Added |
| Cherry Tree Wealth Management, LLC | 43 | $2.30K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 45 | $2.40K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 46 | $2.46K | 0.00% | +46 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 50 | $2.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 53 | $2.83K | 0.00% | −2−3.6% | Reduced |
| Hughes Financial Services, LLC | 60 | $2.92K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 57 | $3.04K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 58 | $3.10K | 0.00% | +58 | New |
| Evelyn Partners Investment Management LLP | 60 | $3.20K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 62 | $3.31K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 65 | $3.47K | 0.00% | +65 | New |
| Twin Lakes Capital Management, LLC | 65 | $3.49K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 80 | $4.27K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 83 | $4.43K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 84 | $4.49K | 0.00% | −1−1.2% | Reduced |
| Manchester Capital Management LLC | 86 | $4.59K | 0.00% | −9−9.5% | Reduced |
| Grove Bank & Trust | 92 | $4.91K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 95 | $5.07K | 0.00% | +95 | New |
| North Star Investment Management Corp. | 100 | $5.34K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $5.34K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 100 | $5.34K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 101 | $5.39K | 0.00% | +24+31.2% | Added |
| Tripletail Wealth Management, LLC | 105 | $5.40K | 0.01% | +105 | New |
| Farmers & Merchants Investments Inc | 102 | $5.45K | 0.00% | +8+8.5% | Added |
| Salomon & Ludwin, LLC | 108 | $5.71K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 109 | $5.82K | 0.00% | +2+1.9% | Added |
| Sachetta, LLC | 112 | $5.98K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 118 | $6.30K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 119 | $6.35K | 0.00% | −116−49.4% | Reduced |
| Boyd Watterson Asset Management LLC | 123 | $6.57K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 123 | $6.58K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 142 | $6.66K | 0.01% | +142 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 127 | $6.78K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 127 | $6.80K | 0.00% | +1+0.8% | Added |
| Cullen/Frost Bankers, Inc. | 129 | $6.91K | 0.00% | +47+57.3% | Added |
| Turning Point Benefit Group, Inc. | 133 | $7.05K | 0.00% | +133 | New |
| Maseco LLP | 138 | $7.37K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 150 | $8.01K | 0.00% | +113+305.4% | Added |
| Birchbrook, Inc. | 160 | $8.54K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 166 | $8.86K | 0.00% | −81−32.8% | Reduced |
| Leonteq Securities AG | 194 | $10.4K | 0.00% | +57+41.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 197 | $10.5K | 0.00% | +197 | New |
| Anchor Investment Management, LLC | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 200 | $10.7K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 200 | $10.7K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 200 | $10.7K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 210 | $11.2K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 220 | $11.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 226 | $12.1K | 0.00% | +1+0.4% | Added |
| Parkside Financial Bank & Trust | 232 | $12.4K | 0.00% | +40+20.8% | Added |
| Ronald Blue Trust, Inc. | 255 | $13.6K | 0.00% | −7−2.7% | Reduced |