| Graves-Light Private Wealth Management, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 1 | $0 | 0.00% | +1 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $136 | 0.00% | – | – |
| Dark Forest Capital Management LP | 6 | $1.00K | 0.00% | −330−98.2% | Reduced |
| Bell Investment Advisors, Inc | 4 | $1.00K | 0.00% | −13−76.5% | Reduced |
| Allworth Financial LP | 9 | $1.00K | 0.00% | +3+50.0% | Added |
| MCF Advisors LLC | 5 | $1.00K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $1.00K | 0.00% | +4 | New |
| Longfellow Investment Management Co LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Lee Financial Co | 5 | $1.00K | 0.00% | +5 | New |
| Surevest, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | +4 | New |
| Bogart Wealth, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Schubert & Co | 9 | $1.00K | 0.00% | +9 | New |
| Covestor Ltd | 10 | $1.00K | 0.00% | +10 | New |
| Rise Advisors, LLC | 10 | $1.40K | 0.00% | +10 | New |
| Laffer Tengler Investments | 11 | $1.52K | 0.00% | +5+83.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Aquire Wealth Advisors, LLC | 17 | $2.00K | 0.00% | +17 | New |
| Retirement Planning Co of New England, Inc. | 19 | $2.00K | 0.00% | +19 | New |
| City State Bank | 18 | $2.00K | 0.00% | +18 | New |
| Ulland Investment Advisors, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 15 | $2.04K | 0.00% | 00.0% | Unchanged |
| Motco | 22 | $3.00K | 0.00% | −94−81.0% | Reduced |
| Asset Dedication, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 25 | $3.00K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 20 | $3.00K | 0.00% | +20 | New |
| CVA Family Office, LLC | 25 | $3.00K | 0.00% | +25 | New |
| Sutton Wealth Advisors Inc. | 25 | $3.40K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 26 | $3.54K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 28 | $3.81K | 0.00% | +28 | New |
| HM Payson & Co | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 30 | $4.00K | 0.00% | +21+233.3% | Added |
| Sierra Capital LLC | 30 | $4.00K | 0.00% | +30 | New |
| MV Capital Management, Inc. | 35 | $5.00K | 0.00% | −8−18.6% | Reduced |
| FinTrust Capital Advisors, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 40 | $5.00K | 0.00% | +1+2.6% | Added |
| Massmutual Trust Co FSB | 38 | $5.00K | 0.00% | +8+26.7% | Added |
| St. Johns Investment Management Company, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 37 | $5.00K | 0.00% | +37 | New |
| Amplius Wealth Advisors, LLC | 41 | $5.00K | 0.00% | +41 | New |
| McCarthy Grittinger Financial Group, LLC | 43 | $5.86K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 44 | $6.00K | 0.00% | −32−42.1% | Reduced |
| Tarbox Family Office, Inc. | 47 | $6.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 50 | $7.00K | 0.00% | +50 | New |
| Fortitude Advisory Group L.L.C. | 54 | $7.00K | 0.00% | +54 | New |
| Country Trust Bank | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 60 | $8.17K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 64 | $9.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 65 | $9.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 63 | $9.00K | 0.00% | +63 | New |
| Quent Capital, LLC | 65 | $9.00K | 0.00% | +65 | New |
| Harbor Investment Advisory, LLC | 75 | $10.0K | 0.00% | −25−25.0% | Reduced |
| TCI Wealth Advisors, Inc. | 74 | $10.0K | 0.00% | −16−17.8% | Reduced |
| Ancora Advisors, LLC | 77 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 70 | $10.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 72 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 80 | $10.9K | 0.01% | +80 | New |
| HHM Wealth Advisors, LLC | 82 | $11.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 85 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 88 | $11.0K | 0.01% | +88 | New |
| Eagle Bay Advisors LLC | 92 | $12.0K | 0.01% | −75−44.9% | Reduced |
| Assetmark, Inc | 87 | $12.0K | 0.00% | +18+26.1% | Added |
| Brown, Lisle/Cummings, Inc. | 100 | $13.6K | 0.01% | +100 | New |
| Column Capital Advisors, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 103 | $14.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 103 | $14.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 100 | $14.0K | 0.00% | +100 | New |
| Harvest Fund Management Co., Ltd | 114 | $15.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 121 | $16.0K | 0.00% | −80−39.8% | Reduced |
| Cedar Mountain Advisors, LLC | 134 | $18.0K | 0.01% | +1+0.8% | Added |
| Alaska Permanent Fund Corp | 145 | $18.0K | 0.00% | +145 | New |
| Lloyd Advisory Services, LLC. | 140 | $19.0K | 0.01% | +12+9.4% | Added |
| Neo Ivy Capital Management | 141 | $19.0K | 0.03% | +141 | New |
| Trustcore Financial Services, LLC | 150 | $20.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 150 | $20.0K | 0.00% | +40+36.4% | Added |
| Smithfield Trust Co | 165 | $22.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 160 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 161 | $22.0K | 0.01% | +161 | New |
| Atlas Capital Advisors LLC | 168 | $22.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 171 | $23.0K | 0.01% | +17+11.0% | Added |
| TCTC Holdings, LLC | 170 | $23.0K | 0.00% | +16+10.4% | Added |
| Pin Oak Investment Advisors Inc | 176 | $24.0K | 0.02% | +1+0.6% | Added |
| TD Private Client Wealth LLC | 182 | $24.8K | 0.00% | −33−15.3% | Reduced |
| Whittier Trust Co | 195 | $27.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 200 | $27.0K | 0.01% | +35+21.2% | Added |