| Raleigh Capital Management Inc. | 0 | $27 | 0.00% | −3−100.0% | Reduced |
| TFC Financial Management | 1 | $266 | 0.00% | +1 | New |
| TopTier Wealth Management, LLC | 1 | $266 | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $531 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $531 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $532 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 2 | $532 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $797 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $797 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 3 | $797 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 3 | $797 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3 | $797 | 0.00% | +3 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $1.06K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $1.06K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $1.06K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 4 | $1.06K | 0.00% | +2+100.0% | Added |
| Atwood & Palmer Inc | 4 | $1.06K | 0.00% | +4 | New |
| Washington Trust Advisors, Inc. | 4 | $1.06K | 0.00% | +4 | New |
| Investors Portfolio Services LLC | 5 | $1.32K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 5 | $1.33K | 0.00% | +5 | New |
| Napier Financial, LLC | 5 | $1.33K | 0.00% | +5 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 6 | $1.59K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $1.59K | 0.00% | +2+50.0% | Added |
| American Capital Advisory, LLC | 6 | $1.59K | 0.00% | +3+100.0% | Added |
| Bogart Wealth, LLC | 6 | $1.59K | 0.00% | +4+200.0% | Added |
| MCF Advisors LLC | 6 | $1.59K | 0.00% | +6 | New |
| Arlington Trust Co LLC | 6 | $1.59K | 0.00% | +6 | New |
| Aspect Partners, LLC | 7 | $1.86K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 7 | $1.86K | 0.00% | +7 | New |
| Portus Wealth Advisors, LLC | 7 | $1.86K | 0.00% | +7 | New |
| Clayton Financial Group LLC | 7 | $1.86K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $2.13K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 8 | $2.13K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 8 | $2.13K | 0.00% | +8 | New |
| Ares Financial Consulting, LLC | 9 | $2.45K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $2.66K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $2.66K | 0.00% | +1+11.1% | Added |
| Berkshire Capital Holdings Inc | 10 | $2.66K | 0.00% | +10 | New |
| Johnson Financial Group, Inc. | 10 | $2.66K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $2.66K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 11 | $2.92K | 0.00% | +11 | New |
| JNBA Financial Advisors | 12 | $3.19K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 12 | $3.19K | 0.00% | +6+100.0% | Added |
| Intesa Sanpaolo S.p.A. | 13 | $3.45K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 15 | $3.98K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 15 | $3.99K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 16 | $4.25K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 17 | $4.52K | 0.00% | −141−89.2% | Reduced |
| Hollencrest Capital Management | 17 | $4.52K | 0.00% | +2+13.3% | Added |
| Dunhill Financial, LLC | 18 | $5.01K | 0.00% | +16+800.0% | Added |
| Ritter Daniher Financial Advisory LLC | 19 | $5.05K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 20 | $5.31K | 0.00% | −3−13.0% | Reduced |
| City State Bank | 20 | $5.31K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 20 | $5.31K | 0.00% | +1+5.3% | Added |
| Raffa Wealth Management, LLC | 20 | $5.31K | 0.00% | +8+66.7% | Added |
| AdvisorNet Financial, Inc | 22 | $5.84K | 0.00% | +1+4.8% | Added |
| Ogorek Anthony Joseph | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 23 | $6.11K | 0.00% | +7+43.8% | Added |
| Retirement Wealth Solutions LLC | 23 | $6.11K | 0.00% | +5+27.8% | Added |
| Accent Capital Management, LLC | 24 | $6.38K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 25 | $6.64K | 0.00% | +20+400.0% | Added |
| Cedar Mountain Advisors, LLC | 25 | $6.64K | 0.00% | +25 | New |
| JPL Wealth Management, LLC | 25 | $6.64K | 0.00% | +25 | New |
| Abound Wealth Management | 25 | $6.66K | 0.00% | −4−13.8% | Reduced |
| Capital Advisors, Ltd. LLC | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 27 | $7.17K | 0.00% | +27 | New |
| North Star Investment Management Corp. | 28 | $7.44K | 0.00% | +28 | New |
| Tidemark, LLC | 28 | $7.44K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 29 | $7.70K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 31 | $8.23K | 0.00% | +6+24.0% | Added |
| DiNuzzo Private Wealth, Inc. | 32 | $8.50K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 33 | $8.77K | 0.00% | +1+3.1% | Added |
| SHP Wealth Management | 34 | $9.06K | 0.00% | +10+41.7% | Added |
| Dogwood Wealth Management LLC | 37 | $9.83K | 0.00% | +25+208.3% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 37 | $9.83K | 0.00% | +37 | New |
| Avion Wealth | 39 | $10.0K | 0.00% | +6+18.2% | Added |
| Rialto Wealth Management, LLC | 38 | $10.1K | 0.00% | +8+26.7% | Added |
| United Financial Planning Group LLC | 38 | $10.1K | 0.01% | +36+1,800.0% | Added |
| Colonial Trust Co | 39 | $10.4K | 0.00% | −8−17.0% | Reduced |
| WPG Advisers, LLC | 45 | $12.0K | 0.01% | −38−45.8% | Reduced |
| Valued Wealth Advisors LLC | 45 | $12.0K | 0.00% | +9+25.0% | Added |
| Triumph Capital Management | 48 | $12.8K | 0.00% | +23+92.0% | Added |
| Atlantic Trust, LLC | 50 | $13.3K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 53 | $14.1K | 0.00% | +47+783.3% | Added |
| Sound Income Strategies, LLC | 53 | $14.4K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 57 | $15.1K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 59 | $15.7K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 61 | $16.2K | 0.01% | +61 | New |
| Sachetta, LLC | 63 | $16.7K | 0.01% | +2+3.3% | Added |
| Raiffeisen Bank International AG | 69 | $17.1K | 0.00% | −3,130−97.8% | Reduced |
| Intentional Wealth Strategies, LLC | 66 | $17.5K | 0.02% | +66 | New |
| Loomis Sayles & Co L P | 68 | $18.1K | 0.00% | +68 | New |
| South State Corp. | 71 | $18.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 72 | $19.1K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 72 | $19.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 74 | $19.7K | 0.00% | −1−1.3% | Reduced |
| Basecamp Wealth Advisors LLC | 78 | $20.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 63 | $20.9K | 0.00% | +4+6.8% | Added |
| Harbor Capital Advisors, Inc. | 80 | $21.0K | 0.00% | −34−29.8% | Reduced |