| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Concord Wealth Partners | 0 | $60 | 0.00% | −11−100.0% | Reduced |
| Bogart Wealth, LLC | 1 | $139 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $139 | 0.00% | +1 | New |
| Bourgeon Capital Management LLC | 1 | $140 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $278 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $279 | 0.00% | +1+100.0% | Added |
| Caldwell Sutter Capital, Inc. | 3 | $418 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3 | $418 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 4 | $557 | 0.00% | −732−99.5% | Reduced |
| ClariVest Asset Management LLC | 4 | $569 | 0.00% | +4 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $595 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $696 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $697 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $697 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 4 | $746 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $835 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $835 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $975 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 9 | $1.25K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 9 | $1.30K | 0.06% | +2+28.6% | Added |
| Archer Investment Corp | 10 | $1.39K | 0.00% | +10 | New |
| Aspire Private Capital, LLC | 11 | $1.53K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 11 | $1.53K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $1.66K | 0.00% | +12 | New |
| Brown, Lisle/Cummings, Inc. | 12 | $1.67K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 12 | $1.67K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 12 | $1.67K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 12 | $1.67K | 0.00% | +12 | New |
| Level Financial Advisors, Inc. | 13 | $1.81K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 13 | $1.81K | 0.00% | −9−40.9% | Reduced |
| FinTrust Capital Advisors, LLC | 13 | $1.81K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 13 | $1.81K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 13 | $1.81K | 0.00% | +13 | New |
| NVWM, LLC | 14 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $1.95K | 0.00% | +14 | New |
| Sachetta, LLC | 14 | $1.95K | 0.00% | +14 | New |
| Pin Oak Investment Advisors Inc | 12 | $2.00K | 0.00% | −251−95.4% | Reduced |
| Clear Street Markets LLC | 13 | $2.00K | 0.00% | −5−27.8% | Reduced |
| Long Island Wealth Management, Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Toth Financial Advisory Corp | 15 | $2.09K | 0.00% | +15 | New |
| Key Financial Inc | 16 | $2.23K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $2.65K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 20 | $2.77K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $2.79K | 0.00% | +2+11.1% | Added |
| Colonial Trust Advisors | 24 | $3.34K | 0.00% | +8+50.0% | Added |
| Washington Trust Co | 26 | $3.62K | 0.00% | −200−88.5% | Reduced |
| Sandy Spring Bank | 26 | $3.62K | 0.00% | −50−65.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 27 | $3.76K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $3.90K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 35 | $4.00K | 0.00% | −855−96.1% | Reduced |
| Coppell Advisory Solutions LLC | 30 | $4.18K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 30 | $4.18K | 0.00% | +30 | New |
| Pittenger & Anderson Inc | 30 | $4.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $4.18K | 0.00% | +14+87.5% | Added |
| Birchbrook, Inc. | 30 | $4.18K | 0.00% | +30 | New |
| GPS Wealth Strategies Group, LLC | 32 | $4.46K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 33 | $4.53K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 35 | $4.87K | 0.00% | +35 | New |
| Asset Dedication, LLC | 33 | $5.00K | 0.00% | −31−48.4% | Reduced |
| Bokf, NA | 38 | $5.29K | 0.00% | +25+192.3% | Added |
| Glen Eagle Advisors, LLC | 39 | $5.43K | 0.00% | −13−25.0% | Reduced |
| Caldwell Trust Co | 39 | $5.43K | 0.00% | +39 | New |
| JFS Wealth Advisors, LLC | 42 | $5.85K | 0.00% | +35+500.0% | Added |
| Prestige Wealth Management Group LLC | 43 | $5.99K | 0.00% | +8+22.9% | Added |
| Zions Bancorporation, N.A. | 44 | $6.13K | 0.00% | −10−18.5% | Reduced |
| Central Trust Co | 46 | $6.41K | 0.00% | −204−81.6% | Reduced |
| Naples Money Management LLC | 50 | $6.96K | 0.01% | +50 | New |
| Private Wealth Management Group, LLC | 50 | $6.96K | 0.00% | +50 | New |
| Broadwater Capital Management LLC | 50 | $6.96K | 0.01% | +50 | New |
| Hazlett, Burt & Watson, Inc. | 52 | $7.00K | 0.00% | −255−83.1% | Reduced |
| Bear Mountain Capital, Inc. | 52 | $7.03K | 0.00% | +52 | New |
| Activest Wealth Management | 55 | $7.66K | 0.00% | −30−35.3% | Reduced |
| Valley National Advisers Inc | 62 | $8.00K | 0.00% | −4−6.1% | Reduced |
| GW&K Investment Management, LLC | 54 | $8.00K | 0.00% | +8+17.4% | Added |
| DAGCO, Inc. | 58 | $8.08K | 0.01% | +58 | New |
| Dynamic Wealth Strategies, LLC | 58 | $8.08K | 0.01% | +58 | New |
| Core Alternative Capital | 63 | $8.77K | 0.00% | −141−69.1% | Reduced |
| Global Trust Asset Management, LLC | 64 | $8.91K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 64 | $8.91K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 63 | $9.00K | 0.00% | −12−16.0% | Reduced |
| MCF Advisors LLC | 65 | $9.05K | 0.00% | +15+30.0% | Added |
| Addison Advisors LLC | 65 | $9.05K | 0.00% | +17+35.4% | Added |
| Scarborough Advisors, LLC | 65 | $9.05K | 0.00% | +65 | New |
| Larson Financial Group LLC | 67 | $9.33K | 0.00% | +1+1.5% | Added |
| SYSTM Wealth Solutions LLC | 68 | $9.47K | 0.00% | +68 | New |
| Covestor Ltd | 69 | $10.0K | 0.01% | −1−1.4% | Reduced |
| Creative Capital Management Investments LLC | 75 | $10.4K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 75 | $10.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 84 | $11.7K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 85 | $11.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 85 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 88 | $12.3K | 0.00% | +19+27.5% | Added |
| MV Capital Management, Inc. | 95 | $13.2K | 0.00% | −17−15.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 97 | $13.5K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 99 | $13.8K | 0.01% | −1,342−93.1% | Reduced |
| Harbour Investments, Inc. | 99 | $13.8K | 0.00% | +19+23.8% | Added |
| Glassman Wealth Services | 100 | $13.9K | 0.00% | −25−20.0% | Reduced |