| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $82 | 0.00% | +1 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1 | $85 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 3 | $247 | 0.00% | −2−40.0% | Reduced |
| Redwood Park Advisors LLC | 3 | $248 | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 4 | $330 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 5 | $412 | 0.00% | −56−91.8% | Reduced |
| NVWM, LLC | 5 | $412 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 5 | $413 | 0.00% | −1−16.7% | Reduced |
| Robbins Farley LLC | 5 | $413 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $413 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6 | $486 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 6 | $495 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 9 | $519 | 0.00% | +9 | New |
| Capital A Wealth Management, LLC | 7 | $577 | 0.00% | −2−22.2% | Reduced |
| GoalVest Advisory LLC | 7 | $577 | 0.00% | +7 | New |
| Parkworth Wealth Management, Inc. | 8 | $660 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 8 | $674 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 9 | $694 | 0.00% | +3+50.0% | Added |
| Principia Wealth Advisory, LLC | 9 | $740 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 9 | $743 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $825 | 0.00% | +7+233.3% | Added |
| Key Financial Inc | 11 | $907 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 11 | $907 | 0.00% | +9+450.0% | Added |
| Financial Perspectives, Inc | 12 | $984 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $990 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12 | $990 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $990 | 0.00% | +12 | New |
| Glen Eagle Advisors, LLC | 14 | $1.18K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 17 | $1.42K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 20 | $1.65K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 21 | $1.70K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 23 | $1.90K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 24 | $1.98K | 0.00% | +24 | New |
| Penserra Capital Management LLC | 27 | $2.00K | 0.00% | −682−96.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 13 | $2.00K | 0.00% | −1−7.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 25 | $2.06K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 25 | $2.06K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 25 | $2.06K | 0.00% | +25 | New |
| Nalls Sherbakoff Group, LLC | 25 | $2.06K | 0.00% | +25 | New |
| Carolinas Wealth Consulting LLC | 28 | $2.31K | 0.00% | −8−22.2% | Reduced |
| True Wealth Design, LLC | 30 | $2.48K | 0.00% | +6+25.0% | Added |
| Rakuten Securities, Inc. | 30 | $2.48K | 0.00% | +30 | New |
| Bullock Wealth Management Group | 31 | $2.56K | 0.00% | −27−46.6% | Reduced |
| William B. Walkup & Associates, Inc. | 31 | $2.56K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 31 | $2.56K | 0.00% | +31 | New |
| Beacon Capital Management, LLC | 32 | $2.64K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 32 | $2.64K | 0.00% | +32 | New |
| TFC Financial Management | 34 | $2.83K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 36 | $2.97K | 0.00% | +36 | New |
| Ogorek Anthony Joseph | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 38 | $3.13K | 0.00% | +6+18.8% | Added |
| Bogart Wealth, LLC | 39 | $3.22K | 0.00% | −26−40.0% | Reduced |
| Cornerstone Planning Group LLC | 39 | $3.23K | 0.00% | +12+44.4% | Added |
| Sandy Spring Bank | 40 | $3.30K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 40 | $3.30K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 42 | $3.46K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 43 | $3.55K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 44 | $3.63K | 0.01% | −6−12.0% | Reduced |
| Atlantic Trust, LLC | 47 | $3.88K | 0.00% | +47 | New |
| City Holding Co | 50 | $4.12K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $4.13K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 52 | $4.29K | 0.00% | +52 | New |
| DiNuzzo Private Wealth, Inc. | 52 | $4.29K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 4 | $4.37K | 0.00% | −49−92.5% | Reduced |
| MPWM Advisory Solutions, LLC | 54 | $4.46K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 59 | $4.84K | 0.00% | +42+247.1% | Added |
| Clean Yield Group | 59 | $4.87K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 60 | $4.95K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,897 | $5.64K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 74 | $6.11K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 75 | $6.19K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 80 | $6.60K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 80 | $6.60K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 87 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 87 | $7.18K | 0.00% | −70−44.6% | Reduced |
| Red Tortoise LLC | 89 | $7.34K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 94 | $7.75K | 0.01% | +13+16.0% | Added |
| Addison Advisors LLC | 97 | $8.00K | 0.00% | −40−29.2% | Reduced |
| Financial Management Professionals, Inc. | 97 | $8.00K | 0.00% | +9+10.2% | Added |
| Anfield Capital Management, LLC | 100 | $8.25K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 100 | $8.25K | 0.00% | +100 | New |
| Dynamic Wealth Strategies, LLC | 100 | $8.25K | 0.01% | +100 | New |
| South State Corp. | 104 | $8.58K | 0.00% | +104 | New |
| Crewe Advisors LLC | 106 | $8.74K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 108 | $8.91K | 0.00% | +1+0.9% | Added |
| Saudi Central Bank | 109 | $8.99K | 0.05% | +109 | New |
| GHP Investment Advisors, Inc. | 113 | $9.29K | 0.00% | +8+7.6% | Added |
| Continuum Advisory, LLC | 113 | $9.32K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 116 | $9.57K | 0.01% | +116 | New |
| Creative Financial Designs Inc | 131 | $10.8K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 133 | $11.0K | 0.01% | +1+0.8% | Added |
| Bank of Jackson Hole Trust | 135 | $11.2K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 141 | $11.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 141 | $11.6K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 150 | $12.4K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 155 | $12.8K | 0.00% | 00.0% | Unchanged |