| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| West Branch Capital LLC | 0 | $32 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 1 | $317 | 0.00% | −1−50.0% | Reduced |
| Tradewinds Capital Management, LLC | 1 | $317 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1 | $317 | 0.00% | +1 | New |
| JDM Financial Group LLC | 1 | $317 | 0.00% | +1 | New |
| ClariVest Asset Management LLC | 1 | $363 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1 | $456 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $516 | 0.00% | −3−60.0% | Reduced |
| Core Alternative Capital | 2 | $633 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2 | $633 | 0.00% | +2 | New |
| Sound Income Strategies, LLC | 2 | $661 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 3 | $950 | 0.00% | +3 | New |
| Capital Analysts, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $1.27K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $1.27K | 0.00% | +1+33.3% | Added |
| Larson Financial Group LLC | 4 | $1.27K | 0.00% | +4 | New |
| Strengthening Families & Communities, LLC | 5 | $1.58K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.58K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 5 | $1.58K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 5 | $1.61K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 6 | $1.90K | 0.00% | +6 | New |
| Capital Performance Advisors LLP | 6 | $1.90K | 0.00% | +6 | New |
| Trifecta Capital Advisors, LLC | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 7 | $2.22K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $2.23K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 8 | $2.53K | 0.00% | −13−61.9% | Reduced |
| Kimelman & Baird, LLC | 9 | $2.85K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 9 | $2.85K | 0.00% | +9 | New |
| Beacon Capital Management, LLC | 10 | $3.17K | 0.00% | −36−78.3% | Reduced |
| Morton Brown Family Wealth, LLC | 10 | $3.17K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 10 | $3.17K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 10 | $3.17K | 0.00% | +10 | New |
| DT Investment Partners, LLC | 10 | $3.17K | 0.00% | +10 | New |
| Valued Wealth Advisors LLC | 10 | $3.18K | 0.00% | −3−23.1% | Reduced |
| Raffa Wealth Management, LLC | 11 | $3.48K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $4.12K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 14 | $4.43K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 14 | $4.52K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 17 | $5.38K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $5.38K | 0.00% | +15+750.0% | Added |
| Aspect Partners, LLC | 18 | $5.70K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 20 | $6.33K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 20 | $6.35K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20 | $6.35K | 0.00% | +1+5.3% | Added |
| Red Tortoise LLC | 21 | $6.65K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 22 | $6.97K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $7.29K | 0.00% | −6−20.7% | Reduced |
| Concord Wealth Partners | 23 | $7.29K | 0.00% | +23 | New |
| Dunhill Financial, LLC | 23 | $7.42K | 0.00% | +11+91.7% | Added |
| WealthCollab, LLC | 24 | $7.60K | 0.01% | +24 | New |
| Atlas Capital Advisors LLC | 25 | $7.92K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 25 | $7.92K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 25 | $7.92K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 25 | $7.92K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 26 | $8.23K | 0.00% | +26 | New |
| Talon Private Wealth, LLC | 26 | $8.23K | 0.00% | +26 | New |
| Sachetta, LLC | 26 | $8.24K | 0.00% | −13−33.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 27 | $8.55K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 28 | $8.79K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 28 | $8.87K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $8.87K | 0.00% | +4+16.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 30 | $9.50K | 0.00% | +8+36.4% | Added |
| Byrne Asset Management LLC | 30 | $9.50K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 30 | $9.50K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 30 | $9.50K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 35 | $11.1K | 0.00% | +35 | New |
| Meeder Asset Management Inc | 36 | $11.4K | 0.00% | +2+5.9% | Added |
| Hobbs Group Advisors, LLC | 40 | $12.7K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 41 | $13.0K | 0.01% | −3,917−99.0% | Reduced |
| Clean Yield Group | 42 | $13.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 48 | $15.2K | 0.00% | −4−7.7% | Reduced |
| Grove Bank & Trust | 50 | $15.8K | 0.00% | −111−68.9% | Reduced |
| Spire Wealth Management | 50 | $15.8K | 0.00% | −1−2.0% | Reduced |
| Farmers & Merchants Investments Inc | 50 | $15.8K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 59 | $18.7K | 0.01% | +56+1,866.7% | Added |
| Quent Capital, LLC | 60 | $19.1K | 0.00% | −240−80.0% | Reduced |
| Cetera Trust Company, N.A | 61 | $19.3K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 61 | $19.3K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 65 | $20.6K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $20.9K | 0.01% | −1−1.5% | Reduced |
| Hantz Financial Services, Inc. | 66 | $21.0K | 0.00% | −29−30.5% | Reduced |
| Citizens National Bank Trust Department | 67 | $21.2K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 67 | $21.2K | 0.00% | +67 | New |
| Hazlett, Burt & Watson, Inc. | 67 | $22.0K | 0.01% | +45+204.5% | Added |
| Bullock Wealth Management Group | 79 | $22.1K | 0.01% | −30−27.5% | Reduced |
| Coppell Advisory Solutions LLC | 71 | $22.7K | 0.00% | +2+2.9% | Added |
| Cedar Mountain Advisors, LLC | 72 | $22.8K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 73 | $23.2K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 74 | $23.4K | 0.02% | +74 | New |
| Tortoise Investment Management, LLC | 75 | $23.8K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 75 | $23.8K | 0.01% | +75 | New |
| CoreCap Advisors, LLC | 75 | $23.8K | 0.00% | +75 | New |
| Hexagon Capital Partners LLC | 75 | $23.8K | 0.00% | −4−5.1% | Reduced |
| Raleigh Capital Management Inc. | 78 | $24.8K | 0.01% | −18−18.8% | Reduced |