| Halpern Financial, Inc. | 1 | $1.94K | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $1.94K | 0.00% | −1−50.0% | Reduced |
| Ancora Advisors, LLC | 1 | $1.94K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1 | $1.94K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1 | $1.94K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $1.94K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1 | $1.94K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1 | $1.94K | 0.00% | +1 | New |
| Wolff Wiese Magana LLC | 1 | $1.94K | 0.00% | +1 | New |
| Claris Advisors, LLC | 1 | $1.94K | 0.00% | +1 | New |
| Altshuler Shaham Ltd | 2 | $3.89K | 0.00% | −1−33.3% | Reduced |
| Bellevue Asset Management, LLC | 2 | $3.89K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $3.89K | 0.00% | +2 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $3.89K | 0.00% | −18−90.0% | Reduced |
| Capital Advisors, Ltd. LLC | 2 | $4.00K | 0.00% | +1+100.0% | Added |
| Cornerstone Planning Group LLC | 2 | $4.04K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $5.83K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 3 | $5.83K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 3 | $5.83K | 0.00% | +3 | New |
| Carolina Wealth Advisors, LLC | 3 | $5.83K | 0.00% | +3 | New |
| Versant Capital Management, Inc | 4 | $7.77K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 4 | $7.77K | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 4 | $7.78K | 0.00% | −1−20.0% | Reduced |
| Sachetta, LLC | 4 | $7.78K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $8.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $9.00K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 5 | $9.72K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 5 | $9.72K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5 | $9.72K | 0.00% | +5 | New |
| Fortitude Family Office, LLC | 5 | $9.72K | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 5 | $9.72K | 0.00% | +5 | New |
| Plante Moran Financial Advisors, LLC | 6 | $11.7K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 6 | $11.7K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 6 | $11.7K | 0.00% | +6 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $13.6K | 0.00% | +1+16.7% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $13.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 7 | $13.6K | 0.00% | +3+75.0% | Added |
| MV Capital Management, Inc. | 7 | $13.6K | 0.00% | +5+250.0% | Added |
| Ashton Thomas Securities, LLC | 7 | $13.6K | 0.00% | +7 | New |
| Financial Network Wealth Advisors LLC | 8 | $15.5K | 0.01% | −4−33.3% | Reduced |
| Webster Bank, N. A. | 9 | $17.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $17.5K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 10 | $19.2K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $19.4K | 0.01% | +10 | New |
| WealthCollab, LLC | 11 | $21.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $21.4K | 0.01% | +5+83.3% | Added |
| Dunhill Financial, LLC | 12 | $22.4K | 0.01% | +3+33.3% | Added |
| Hartford Financial Management Inc. | 12 | $23.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 13 | $25.3K | 0.00% | −2−13.3% | Reduced |
| Private Wealth Management Group, LLC | 13 | $25.3K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 13 | $25.3K | 0.01% | +13 | New |
| Colonial Trust Co | 14 | $26.3K | 0.00% | +4+40.0% | Added |
| CVA Family Office, LLC | 14 | $27.2K | 0.00% | +1+7.7% | Added |
| Frazier Financial Advisors, LLC | 14 | $27.2K | 0.02% | −7−33.3% | Reduced |
| Johnson Financial Group, Inc. | 14 | $27.2K | 0.00% | +2+16.7% | Added |
| Adirondack Trust Co | 15 | $29.2K | 0.01% | 00.0% | Unchanged |
| Northwest Financial Advisors | 15 | $29.2K | 0.02% | +15 | New |
| PFS Partners, LLC | 16 | $31.1K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 16 | $31.1K | 0.00% | +1+6.7% | Added |
| Logan Capital Management Inc | 17 | $33.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 17 | $33.0K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 17 | $34.0K | 0.03% | −159−90.3% | Reduced |
| Solstein Capital, LLC | 18 | $35.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $35.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 19 | $36.9K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 20 | $38.9K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $38.9K | 0.00% | +9+81.8% | Added |
| True Wealth Design, LLC | 20 | $38.9K | 0.02% | +18+900.0% | Added |
| Kiely Wealth Advisory Group, Inc. | 18 | $42.2K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 22 | $42.8K | 0.00% | +6+37.5% | Added |
| Elequin Capital LP | 22 | $42.8K | 0.00% | +9+69.2% | Added |
| DSM Capital Partners LLC | 23 | $44.7K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 23 | $44.7K | 0.00% | +3+15.0% | Added |
| Caldwell Sutter Capital, Inc. | 25 | $48.6K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 25 | $48.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 26 | $50.5K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 27 | $52.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 26 | $52.0K | 0.03% | +6+30.0% | Added |
| SRS Capital Advisors, Inc. | 27 | $52.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 29 | $55.4K | 0.00% | +28+2,800.0% | Added |
| Oarsman Capital, Inc. | 30 | $58.3K | 0.01% | +30 | New |
| Skopos Labs, Inc. | 30 | $58.3K | 0.02% | +30 | New |
| Hemington Wealth Management | 31 | $61.0K | 0.02% | +31 | New |
| First Horizon Advisors, Inc. | 35 | $68.0K | 0.00% | −2−5.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 35 | $68.0K | 0.01% | +35 | New |
| Providence Capital Advisors, LLC | 36 | $70.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 38 | $73.9K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 38 | $73.9K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 38 | $73.9K | 0.02% | +38 | New |
| Washington Trust Advisors, Inc. | 38 | $74.7K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 39 | $75.8K | 0.03% | +29+290.0% | Added |
| LGT Financial Advisors LLC | 40 | $77.7K | 0.19% | −5−11.1% | Reduced |
| Carolinas Wealth Consulting LLC | 43 | $83.6K | 0.02% | +1+2.4% | Added |
| Hilltop National Bank | 45 | $87.5K | 0.03% | −39−46.4% | Reduced |
| Strengthening Families & Communities, LLC | 49 | $95.2K | 0.02% | +49 | New |
| Alta Advisers Ltd | 50 | $97.2K | 0.04% | 00.0% | Unchanged |
| City Holding Co | 53 | $103.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 53 | $103.0K | 0.01% | +2+3.9% | Added |
| Bank of New Hampshire | 55 | $106.9K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 59 | $114.7K | 0.05% | 00.0% | Unchanged |