| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | New |
| Sofos Investments, Inc. | 0 | $6 | 0.00% | 0 | Unchanged |
| Johnson Financial Group, Inc. | 1 | $81 | 0.00% | +1 | New |
| Kiely Wealth Advisory Group, Inc. | 1 | $87 | 0.00% | +1 | New |
| Castleview Partners, LLC | 2 | $161 | 0.00% | +2 | New |
| Tucker Asset Management LLC | 3 | $241 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $304 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $322 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4 | $322 | 0.00% | +4 | New |
| Ibex Wealth Advisors | 4 | $340 | 0.07% | +4 | New |
| Wolff Wiese Magana LLC | 5 | $402 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $643 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 8 | $643 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 9 | $723 | 0.00% | −22−71.0% | Reduced |
| Iron Horse Wealth Management, LLC | 12 | $965 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 16 | $1.29K | 0.00% | +16 | New |
| Arlington Trust Co LLC | 18 | $1.45K | 0.00% | +18 | New |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $1.51K | 0.00% | +18 | New |
| TFC Financial Management | 19 | $1.53K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 22 | $1.73K | 0.00% | +22 | New |
| Salomon & Ludwin, LLC | 25 | $1.77K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 24 | $1.89K | 0.00% | +24 | New |
| Park Place Capital Corp | 24 | $1.93K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 28 | $2.00K | 0.00% | −20−41.7% | Reduced |
| Valley National Advisers Inc | 25 | $2.00K | 0.00% | +5+25.0% | Added |
| Resources Management Corp | 25 | $2.00K | 0.00% | +25 | New |
| Concord Wealth Partners | 26 | $2.09K | 0.00% | −39−60.0% | Reduced |
| Impact Partnership Wealth, LLC | 27 | $2.17K | 0.00% | −3,666−99.3% | Reduced |
| Tennessee Valley Asset Management Partners | 28 | $2.23K | 0.00% | +28 | New |
| SRS Capital Advisors, Inc. | 29 | $2.32K | 0.00% | +12+70.6% | Added |
| JNBA Financial Advisors | 29 | $2.33K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 32 | $2.57K | 0.00% | +30+1,500.0% | Added |
| Larson Financial Group LLC | 32 | $2.60K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 37 | $2.95K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 37 | $2.98K | 0.00% | −15−28.8% | Reduced |
| Valued Wealth Advisors LLC | 43 | $3.06K | 0.00% | +43 | New |
| DiNuzzo Private Wealth, Inc. | 41 | $3.30K | 0.00% | +41 | New |
| Harbor Investment Advisory, LLC | 42 | $3.38K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 42 | $3.38K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 49 | $3.94K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 51 | $4.10K | 0.00% | +51 | New |
| SJS Investment Consulting Inc. | 54 | $4.34K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 54 | $4.34K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 54 | $4.34K | 0.00% | +19+54.3% | Added |
| Estabrook Capital Management | 56 | $4.50K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 58 | $4.67K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 68 | $5.47K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 70 | $5.63K | 0.01% | +70 | New |
| Glen Eagle Advisors, LLC | 74 | $5.95K | 0.00% | −33−30.8% | Reduced |
| Coston, McIsaac & Partners | 82 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 77 | $6.19K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 77 | $6.25K | 0.00% | +77 | New |
| Aspect Partners, LLC | 78 | $6.27K | 0.00% | +78 | New |
| American National Bank | 85 | $6.83K | 0.00% | +85 | New |
| Private Wealth Management Group, LLC | 87 | $6.99K | 0.00% | +87 | New |
| Tradition Wealth Management, LLC | 87 | $7.00K | 0.00% | 00.0% | Unchanged |
| Systematic Financial Management LP | 90 | $7.23K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 94 | $7.56K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 95 | $7.64K | 0.01% | +95 | New |
| RFP Financial Group LLC | 98 | $7.88K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $8.04K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 106 | $8.52K | 0.01% | +106 | New |
| Carmichael Hill & Associates, Inc. | 107 | $8.60K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 110 | $8.87K | 0.00% | +110 | New |
| Atlantic Edge Private Wealth Management, LLC | 111 | $8.92K | 0.00% | +111 | New |
| Atlas Capital Advisors LLC | 116 | $9.32K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 127 | $10.3K | 0.00% | −2−1.6% | Reduced |
| GW&K Investment Management, LLC | 135 | $11.0K | 0.00% | −5−3.6% | Reduced |
| Smartleaf Asset Management LLC | 144 | $11.6K | 0.00% | +144 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 148 | $12.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 150 | $12.1K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 150 | $12.1K | 0.00% | +150 | New |
| Lee Financial Co | 151 | $12.2K | 0.00% | +68+81.9% | Added |
| West Paces Advisors Inc. | 154 | $12.4K | 0.00% | −43−21.8% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 159 | $12.8K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 166 | $13.3K | 0.01% | +1+0.6% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 170 | $13.7K | 0.01% | +50+41.7% | Added |
| Plante Moran Financial Advisors, LLC | 188 | $15.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 188 | $15.1K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $16.1K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $16.1K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 200 | $16.1K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 201 | $16.2K | 0.00% | +201 | New |
| Trust Co of Vermont | 205 | $16.5K | 0.00% | −65−24.1% | Reduced |
| Brown Brothers Harriman & Co | 219 | $17.6K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 220 | $17.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 225 | $18.1K | 0.00% | −3−1.3% | Reduced |
| Oakworth Capital, Inc. | 240 | $19.3K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 247 | $19.9K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 265 | $21.3K | 0.00% | +60+29.3% | Added |
| Whittier Trust Co of Nevada Inc | 269 | $21.6K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 277 | $22.3K | 0.03% | +277 | New |
| Barrett & Company, Inc. | 293 | $23.6K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 300 | $24.1K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 303 | $24.4K | 0.00% | +152+100.7% | Added |
| GoalVest Advisory LLC | 305 | $24.5K | 0.01% | +251+464.8% | Added |
| Providence Capital Advisors, LLC | 312 | $25.1K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 324 | $26.0K | 0.01% | +324 | New |