| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| ZRC Wealth Management, LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| ClariVest Asset Management LLC | 2 | $139 | 0.00% | +2 | New |
| Semmax Financial Advisors Inc. | 2 | $143 | 0.00% | −27−93.1% | Reduced |
| Caitlin John, LLC | 3 | $214 | 0.00% | −1−25.0% | Reduced |
| Sofos Investments, Inc. | 3 | $217 | 0.00% | +3 | New |
| Global Assets Advisory, LLC | 20,688 | $295 | 0.01% | +20,688 | New |
| WestEnd Advisors, LLC | 5 | $350 | 0.00% | −5−50.0% | Reduced |
| Robbins Farley LLC | 5 | $350 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 8 | $560 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 10 | $699 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 11 | $789 | 0.00% | −8−42.1% | Reduced |
| Core Alternative Capital | 12 | $840 | 0.00% | −205−94.5% | Reduced |
| First Pacific Financial | 12 | $840 | 0.00% | +12 | New |
| Western Pacific Wealth Management, LP | 15 | $1.05K | 0.00% | +15 | New |
| REAP Financial Group, LLC | 17 | $1.19K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 17 | $1.19K | 0.00% | +9+112.5% | Added |
| Valued Wealth Advisors LLC | 19 | $1.33K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 20 | $1.40K | 0.00% | +20 | New |
| True Wealth Design, LLC | 20 | $1.40K | 0.00% | −59−74.7% | Reduced |
| Delos Wealth Advisors, LLC | 21 | $1.47K | 0.00% | +21 | New |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $1.61K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 30 | $2.10K | 0.00% | −158−84.0% | Reduced |
| Frazier Financial Advisors, LLC | 35 | $2.45K | 0.00% | −19−35.2% | Reduced |
| Orion Capital Management LLC | 36 | $2.52K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 36 | $2.55K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 37 | $2.59K | 0.00% | −1−2.6% | Reduced |
| Retirement Group, LLC | 39 | $2.73K | 0.00% | −1−2.5% | Reduced |
| Penserra Capital Management LLC | 45 | $3.00K | 0.00% | −2,643−98.3% | Reduced |
| DT Investment Partners, LLC | 45 | $3.15K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 45 | $3.15K | 0.00% | +1+2.3% | Added |
| Dunhill Financial, LLC | 46 | $3.18K | 0.00% | +8+21.1% | Added |
| Richard W. Paul & Associates, LLC | 47 | $3.29K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 50 | $3.50K | 0.00% | −5−9.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 50 | $3.50K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $3.51K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 62 | $4.00K | 0.00% | −158−71.8% | Reduced |
| Red Tortoise LLC | 58 | $4.06K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 58 | $4.06K | 0.01% | +58 | New |
| Provenance Wealth Advisors, LLC | 59 | $4.13K | 0.00% | +59 | New |
| Aspect Partners, LLC | 62 | $4.34K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 74 | $4.62K | 0.00% | −243−76.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 66 | $4.62K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 69 | $4.83K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 71 | $4.97K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 61 | $5.21K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 80 | $5.63K | 0.00% | −174−68.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 82 | $5.74K | 0.00% | −38−31.7% | Reduced |
| Quarry LP | 86 | $6.02K | 0.00% | −12−12.2% | Reduced |
| Iron Horse Wealth Management, LLC | 87 | $6.09K | 0.00% | +55+171.9% | Added |
| Abound Wealth Management | 87 | $6.10K | 0.00% | −209−70.6% | Reduced |
| Kozak & Associates, Inc. | 88 | $6.28K | 0.00% | +2+2.3% | Added |
| Costello Asset Management, INC | 92 | $6.44K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 94 | $6.58K | 0.01% | +94 | New |
| First Foundation Advisors | 100 | $7.00K | 0.00% | −919−90.2% | Reduced |
| FSA Wealth Management LLC | 100 | $7.00K | 0.00% | −411−80.4% | Reduced |
| Nordwand Advisors, LLC | 100 | $7.00K | 0.00% | +100 | New |
| AlphaMark Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 90 | $7.00K | 0.00% | +41+83.7% | Added |
| Cassady Schiller Wealth Management, LLC | 106 | $7.42K | 0.00% | +6+6.0% | Added |
| Tanglewood Legacy Advisors, LLC | 110 | $7.70K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 120 | $8.40K | 0.01% | +120 | New |
| Carolina Wealth Advisors, LLC | 126 | $8.82K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 128 | $8.95K | 0.00% | +54+73.0% | Added |
| Financial Management Professionals, Inc. | 134 | $9.00K | 0.00% | +47+54.0% | Added |
| Pittenger & Anderson Inc | 129 | $9.03K | 0.00% | +129 | New |
| Archer Investment Corp | 130 | $9.10K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 143 | $10.0K | 0.00% | −2,095−93.6% | Reduced |
| Meeder Asset Management Inc | 143 | $10.0K | 0.00% | +143 | New |
| Raleigh Capital Management Inc. | 151 | $10.6K | 0.00% | −311−67.3% | Reduced |
| Credential Qtrade Securities Inc. | 158 | $11.1K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 163 | $11.4K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 175 | $12.2K | 0.01% | +2+1.2% | Added |
| Aspire Private Capital, LLC | 175 | $12.3K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 180 | $12.6K | 0.00% | −390−68.4% | Reduced |
| WealthCollab, LLC | 183 | $12.8K | 0.01% | −53−22.5% | Reduced |
| West Paces Advisors Inc. | 183 | $12.8K | 0.00% | −38−17.2% | Reduced |
| Distillate Capital Partners LLC | 197 | $13.8K | 2.31% | +197 | New |
| Old Point Trust & Financial Services N A | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 200 | $14.0K | 0.01% | +200 | New |
| Raffa Wealth Management, LLC | 201 | $14.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 213 | $14.9K | 0.00% | −28−11.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 213 | $14.9K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 214 | $15.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 218 | $15.3K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 219 | $15.3K | 0.01% | +2+0.9% | Added |
| Fortis Group Advisors, LLC | 229 | $16.0K | 0.00% | −229−50.0% | Reduced |
| Chilton Capital Management LLC | 231 | $16.2K | 0.00% | −333−59.0% | Reduced |
| Exchange Traded Concepts, LLC | 234 | $16.4K | 0.00% | −7,988−97.2% | Reduced |
| LifeSteps Financial, Inc. | 240 | $16.8K | 0.01% | +240 | New |
| NVWM, LLC | 242 | $16.9K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 244 | $17.1K | 0.00% | +2+0.8% | Added |
| Your Advocates Ltd., LLP | 250 | $17.5K | 0.01% | +250 | New |
| Breakwater Investment Management | 253 | $17.7K | 0.01% | +253 | New |
| Eagle Bay Advisors LLC | 256 | $17.9K | 0.01% | +105+69.5% | Added |
| Loomis Sayles & Co L P | 264 | $18.0K | 0.00% | −263−49.9% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 262 | $18.3K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 270 | $18.9K | 0.00% | +66+32.4% | Added |
| Westside Investment Management, Inc. | 270 | $18.9K | 0.00% | −50−15.6% | Reduced |
