| ZRC Wealth Management, LLC | 0 | $14 | 0.00% | 0 | Unchanged |
| Pinpoint Asset Management Ltd | 3 | $300 | 0.00% | +3 | New |
| SOA Wealth Advisors, LLC. | 4 | $394 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5 | $491 | 0.00% | −2−28.6% | Reduced |
| Perkins Coie Trust Co | 6 | $588 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 7 | $687 | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 8 | $778 | 0.00% | −5−38.5% | Reduced |
| Rakuten Securities, Inc. | 8 | $785 | 0.00% | +3+60.0% | Added |
| Carolinas Wealth Consulting LLC | 8 | $786 | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $959 | 0.00% | +10 | New |
| Atwood & Palmer Inc | 10 | $982 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 10 | $982 | 0.00% | +10 | New |
| Lummis Asset Management, LP | 15 | $1.47K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $1.47K | 0.00% | +15 | New |
| True Wealth Design, LLC | 16 | $1.57K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 17 | $1.67K | 0.00% | +17 | New |
| Hollencrest Capital Management | 19 | $1.86K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $2.06K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 23 | $2.26K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 24 | $2.35K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 25 | $2.45K | 0.00% | +25 | New |
| Johnson Financial Group, Inc. | 26 | $2.55K | 0.00% | +26 | New |
| Penserra Capital Management LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 31 | $3.04K | 0.00% | +29+1,450.0% | Added |
| ClariVest Asset Management LLC | 34 | $3.09K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 34 | $3.34K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 37 | $3.36K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 36 | $3.53K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 36 | $3.53K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 38 | $3.73K | 0.00% | +38 | New |
| Capital Performance Advisors LLP | 40 | $3.93K | 0.00% | +40 | New |
| Avion Wealth | 47 | $4.00K | 0.00% | −13−21.7% | Reduced |
| TruNorth Capital Management, LLC | 42 | $4.12K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 42 | $4.12K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $4.12K | 0.00% | +7+20.0% | Added |
| Claris Advisors, LLC | 43 | $4.22K | 0.00% | +43 | New |
| SJS Investment Consulting Inc. | 44 | $4.32K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 45 | $4.42K | 0.00% | −120−72.7% | Reduced |
| Salomon & Ludwin, LLC | 46 | $4.51K | 0.00% | −2−4.2% | Reduced |
| Private Wealth Management Group, LLC | 49 | $4.81K | 0.00% | +2+4.3% | Added |
| Highline Wealth Partners LLC | 49 | $4.81K | 0.00% | −22−31.0% | Reduced |
| Coston, McIsaac & Partners | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 52 | $5.10K | 0.00% | +52 | New |
| LRI Investments, LLC | 51 | $5.25K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 57 | $5.59K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 61 | $5.80K | 0.00% | +36+144.0% | Added |
| Abound Wealth Management | 60 | $5.89K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 62 | $6.09K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 65 | $6.38K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 66 | $6.48K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 66 | $6.48K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 67 | $6.58K | 0.01% | +5+8.1% | Added |
| Meeder Asset Management Inc | 76 | $7.46K | 0.00% | −169−69.0% | Reduced |
| Gables Capital Management Inc. | 81 | $7.95K | 0.00% | −16−16.5% | Reduced |
| Dunhill Financial, LLC | 84 | $8.21K | 0.00% | +44+110.0% | Added |
| Carmichael Hill & Associates, Inc. | 84 | $8.25K | 0.00% | +67+394.1% | Added |
| Versant Capital Management, Inc | 90 | $8.83K | 0.00% | −136−60.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 93 | $9.13K | 0.00% | −251−73.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 97 | $9.52K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 98 | $9.62K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 98 | $9.62K | 0.00% | +98 | New |
| Continuum Advisory, LLC | 95 | $9.78K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 111 | $10.0K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 107 | $10.5K | 0.00% | +107 | New |
| Sachetta, LLC | 107 | $10.5K | 0.00% | −27−20.1% | Reduced |
| Northwest Investment Counselors, LLC | 110 | $10.8K | 0.00% | +110 | New |
| Hexagon Capital Partners LLC | 119 | $11.7K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 123 | $12.1K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 132 | $13.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 132 | $13.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 137 | $13.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 139 | $13.6K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 140 | $13.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 142 | $13.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 147 | $14.0K | 0.00% | +1+0.7% | Added |
| South State Corp. | 144 | $14.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 149 | $14.6K | 0.00% | −8−5.1% | Reduced |
| Financial Management Professionals, Inc. | 155 | $15.0K | 0.00% | −518−77.0% | Reduced |
| Cedar Mountain Advisors, LLC | 154 | $15.1K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 155 | $15.2K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 155 | $15.2K | 0.01% | +155 | New |
| JFS Wealth Advisors, LLC | 171 | $16.8K | 0.00% | +4+2.4% | Added |
| Arlington Trust Co LLC | 173 | $17.0K | 0.00% | +50+40.7% | Added |
| Webster Bank, N. A. | 176 | $17.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 176 | $17.3K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 176 | $17.3K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 179 | $17.6K | 0.00% | +179 | New |
| Frazier Financial Advisors, LLC | 195 | $19.1K | 0.01% | +195 | New |
| Crewe Advisors LLC | 197 | $19.3K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 200 | $19.5K | 0.01% | +200 | New |
| Ruedi Wealth Management, Inc. | 199 | $19.5K | 0.01% | −5−2.5% | Reduced |
| Olistico Wealth, LLC | 201 | $19.7K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 201 | $19.7K | 0.01% | +47+30.5% | Added |
| Ancora Advisors, LLC | 203 | $19.9K | 0.00% | +3+1.5% | Added |
| TFC Financial Management | 215 | $21.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 217 | $21.3K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 218 | $21.4K | 0.01% | −310−58.7% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 219 | $21.5K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 220 | $21.6K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 235 | $23.1K | 0.00% | 00.0% | Unchanged |