| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Rakuten Securities, Inc. | 1 | $81 | 0.00% | +1 | New |
| West Branch Capital LLC | 2 | $163 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $244 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $244 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $323 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6 | $489 | 0.00% | −1−14.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 6 | $489 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $571 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 8 | $652 | 0.00% | +8 | New |
| Reston Wealth Management LLC | 9 | $733 | 0.00% | +9 | New |
| Riverview Trust Co | 10 | $815 | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | −945−99.6% | Reduced |
| Penserra Capital Management LLC | 21 | $1.00K | 0.00% | +3+16.7% | Added |
| Picton Mahoney Asset Management | 14 | $1.00K | 0.00% | +14 | New |
| Provenance Wealth Advisors, LLC | 15 | $1.22K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 15 | $1.22K | 0.00% | +15 | New |
| Carolinas Wealth Consulting LLC | 18 | $1.47K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $1.63K | 0.00% | −213−91.4% | Reduced |
| Eagle Bay Advisors LLC | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 23 | $1.87K | 0.00% | −20−46.5% | Reduced |
| Valued Wealth Advisors LLC | 24 | $1.96K | 0.00% | −1−4.0% | Reduced |
| Avion Wealth | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 25 | $2.04K | 0.00% | +25 | New |
| Coppell Advisory Solutions LLC | 27 | $2.18K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 27 | $2.20K | 0.00% | +27 | New |
| DiNuzzo Private Wealth, Inc. | 29 | $2.36K | 0.00% | +1+3.6% | Added |
| Raffa Wealth Management, LLC | 30 | $2.44K | 0.00% | −1,323−97.8% | Reduced |
| Financial Network Wealth Advisors LLC | 30 | $2.44K | 0.00% | −9−23.1% | Reduced |
| Sachetta, LLC | 30 | $2.44K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 30 | $2.44K | 0.00% | +2+7.1% | Added |
| Hilltop National Bank | 31 | $2.52K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 31 | $2.52K | 0.00% | +25+416.7% | Added |
| Zions Bancorporation, N.A. | 34 | $2.77K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 36 | $2.93K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 36 | $2.93K | 0.00% | +36 | New |
| Red Tortoise LLC | 37 | $3.01K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 40 | $3.26K | 0.00% | −68−63.0% | Reduced |
| LRI Investments, LLC | 44 | $3.41K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 43 | $3.50K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 44 | $3.58K | 0.00% | +7+18.9% | Added |
| Spire Wealth Management | 46 | $3.75K | 0.00% | +8+21.1% | Added |
| Capital Performance Advisors LLP | 50 | $4.07K | 0.00% | +50 | New |
| Dunhill Financial, LLC | 51 | $4.17K | 0.00% | +26+104.0% | Added |
| CoreCap Advisors, LLC | 55 | $4.48K | 0.00% | +55 | New |
| AdvisorNet Financial, Inc | 59 | $4.81K | 0.00% | +5+9.3% | Added |
| True Wealth Design, LLC | 59 | $4.81K | 0.00% | −11,517−99.5% | Reduced |
| Abound Wealth Management | 63 | $5.13K | 0.00% | +29+85.3% | Added |
| Chilton Capital Management LLC | 64 | $5.21K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 69 | $5.62K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75 | $6.11K | 0.00% | −22−22.7% | Reduced |
| Glen Eagle Advisors, LLC | 75 | $6.11K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 75 | $6.11K | 0.00% | +32+74.4% | Added |
| Rothschild Investment LLC | 80 | $6.52K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 80 | $6.52K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 92 | $7.50K | 0.00% | +9+10.8% | Added |
| Whittier Trust Co of Nevada Inc | 97 | $7.90K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 102 | $8.31K | 0.00% | −98−49.0% | Reduced |
| Addison Advisors LLC | 114 | $9.29K | 0.00% | +114 | New |
| Continuum Advisory, LLC | 121 | $9.38K | 0.00% | −5−4.0% | Reduced |
| Fortitude Family Office, LLC | 117 | $9.53K | 0.00% | +10+9.3% | Added |
| Crewe Advisors LLC | 118 | $9.61K | 0.00% | −46−28.0% | Reduced |
| SJS Investment Consulting Inc. | 118 | $9.61K | 0.00% | +1+0.9% | Added |
| JFS Wealth Advisors, LLC | 118 | $9.61K | 0.00% | +20+20.4% | Added |
| Baldwin Brothers Inc | 120 | $9.78K | 0.00% | +120 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 129 | $10.5K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 132 | $10.8K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 135 | $11.0K | 0.00% | −34−20.1% | Reduced |
| Ashton Thomas Securities, LLC | 142 | $11.6K | 0.00% | +142 | New |
| Armstrong Advisory Group, Inc | 150 | $12.2K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 152 | $12.4K | 0.00% | +109+253.5% | Added |
| Hemington Wealth Management | 171 | $13.0K | 0.00% | +171 | New |
| Eastern Bank | 161 | $13.1K | 0.00% | +161 | New |
| Venturi Wealth Management, LLC | 167 | $13.6K | 0.00% | +20+13.6% | Added |
| Farmers & Merchants Investments Inc | 168 | $13.7K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 175 | $14.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 181 | $14.7K | 0.00% | +37+25.7% | Added |
| Private Wealth Management Group, LLC | 190 | $15.5K | 0.01% | +2+1.1% | Added |
| LGT Financial Advisors LLC | 197 | $16.0K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 234 | $19.1K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 234 | $19.1K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 238 | $19.4K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 250 | $20.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 252 | $20.5K | 0.00% | −50−16.6% | Reduced |
| Altshuler Shaham Ltd | 263 | $21.4K | 0.00% | +263 | New |
| SRS Capital Advisors, Inc. | 286 | $23.3K | 0.00% | +8+2.9% | Added |
| Clearstead Advisors, LLC | 303 | $24.7K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 303 | $24.7K | 0.02% | +303 | New |
| EverSource Wealth Advisors, LLC | 326 | $26.6K | 0.00% | +17+5.5% | Added |
| Bruce G. Allen Investments, LLC | 344 | $28.0K | 0.02% | +20+6.2% | Added |
| IMA Wealth, Inc. | 374 | $30.5K | 0.01% | +374 | New |
| Parkside Financial Bank & Trust | 385 | $31.4K | 0.00% | +69+21.8% | Added |
| Bell Investment Advisors, Inc | 398 | $32.4K | 0.01% | −7−1.7% | Reduced |
| North Star Investment Management Corp. | 400 | $32.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 431 | $34.8K | 0.00% | +276+178.1% | Added |
| NBC Securities, Inc. | 448 | $36.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 460 | $37.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 484 | $39.4K | 0.00% | +134+38.3% | Added |
| Optimum Investment Advisors | 500 | $40.7K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 500 | $40.7K | 0.01% | 00.0% | Unchanged |