| WealthTrak Capital Management LLC | 1 | $114 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1 | $114 | 0.00% | +1 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $227 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $228 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $228 | 0.00% | +1+100.0% | Added |
| Greenline Partners, LLC | 3 | $341 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $341 | 0.00% | +3 | New |
| Medallion Wealth Advisors, LLC | 4 | $453 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $455 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 4 | $456 | 0.00% | +4 | New |
| CVA Family Office, LLC | 5 | $569 | 0.00% | +1+25.0% | Added |
| Binnacle Investments Inc | 5 | $569 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 6 | $656 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $683 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $683 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $796 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 7 | $796 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 15 | $796 | 0.00% | +8+114.3% | Added |
| Bare Financial Services, Inc | 7 | $796 | 0.00% | +7 | New |
| Roble, Belko & Company, Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 15 | $1.71K | 0.00% | +15 | New |
| TD Capital Management LLC | 17 | $1.88K | 0.00% | +1+6.3% | Added |
| Bernard Wealth Management Corp. | 17 | $1.94K | 0.00% | +17 | New |
| Capital Advisors, Ltd. LLC | 19 | $2.00K | 0.00% | −11−36.7% | Reduced |
| Prestige Wealth Management Group LLC | 19 | $2.16K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $2.16K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 25 | $2.84K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 27 | $3.07K | 0.00% | −59−68.6% | Reduced |
| Natixis | 29 | $3.29K | 0.00% | +29 | New |
| Sandy Spring Bank | 30 | $3.41K | 0.00% | +30 | New |
| Meeder Asset Management Inc | 33 | $3.75K | 0.00% | −19−36.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 31 | $3.77K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 36 | $4.10K | 0.00% | +28+350.0% | Added |
| Vermillion Wealth Management, Inc. | 38 | $4.32K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 38 | $4.32K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 38 | $4.36K | 0.01% | −321−89.4% | Reduced |
| North Star Investment Management Corp. | 40 | $4.55K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 40 | $4.55K | 0.00% | +40 | New |
| Beacon Capital Management, LLC | 42 | $4.72K | 0.00% | +1+2.4% | Added |
| Bogart Wealth, LLC | 50 | $5.69K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 50 | $5.69K | 0.00% | +50 | New |
| ORG Partners LLC | 51 | $5.78K | 0.00% | +51 | New |
| Noble Wealth Management PBC | 56 | $6.37K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 60 | $6.83K | 0.00% | +55+1,100.0% | Added |
| Farmers & Merchants Investments Inc | 64 | $7.28K | 0.00% | +26+68.4% | Added |
| Vermillion & White Wealth Management Group, LLC | 66 | $7.51K | 0.01% | +66 | New |
| BOK Financial Private Wealth, Inc. | 66 | $7.51K | 0.00% | +66 | New |
| MeadowBrook Investment Advisors LLC | 70 | $7.96K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 73 | $8.31K | 0.00% | −26−26.3% | Reduced |
| Hexagon Capital Partners LLC | 74 | $8.42K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 80 | $9.10K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 83 | $9.44K | 0.00% | −6−6.7% | Reduced |
| Private Wealth Management Group, LLC | 91 | $10.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 92 | $10.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 99 | $11.3K | 0.00% | +18+22.2% | Added |
| Park Square Financial Group, LLC | 100 | $11.4K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 100 | $11.4K | 0.02% | +1+1.0% | Added |
| Quent Capital, LLC | 105 | $11.9K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 110 | $12.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 110 | $13.0K | 0.00% | +1+0.9% | Added |
| Ronald Blue Trust, Inc. | 124 | $14.1K | 0.00% | −25−16.8% | Reduced |
| UMA Financial Services, Inc. | 129 | $14.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 135 | $15.4K | 0.00% | −149−52.5% | Reduced |
| Parvin Asset Management, LLC | 136 | $15.5K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 141 | $16.0K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 143 | $16.2K | 0.01% | +1+0.7% | Added |
| Riverview Trust Co | 144 | $16.4K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 145 | $16.5K | 0.00% | −9−5.8% | Reduced |
| Cornerstone Planning Group LLC | 152 | $16.8K | 0.00% | +99+186.8% | Added |
| Concord Wealth Partners | 155 | $17.6K | 0.00% | −41−20.9% | Reduced |
| Hurley Capital, LLC | 171 | $19.4K | 0.01% | +171 | New |
| IFP Advisors, Inc | 174 | $19.8K | 0.00% | +21+13.7% | Added |
| BankPlus Trust Department | 177 | $20.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 181 | $21.0K | 0.01% | +3+1.7% | Added |
| Salem Investment Counselors Inc | 188 | $21.4K | 0.00% | +13+7.4% | Added |
| Mather Group, LLC. | 189 | $21.5K | 0.00% | +165+687.5% | Added |
| GPS Wealth Strategies Group, LLC | 191 | $21.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 202 | $23.0K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 209 | $23.8K | 0.01% | +5+2.5% | Added |
| V-Square Quantitative Management LLC | 212 | $24.1K | 0.00% | +212 | New |
| Massmutual Trust Co FSB | 229 | $26.1K | 0.00% | −2−0.9% | Reduced |
| Addison Advisors LLC | 240 | $27.3K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 241 | $27.4K | 0.00% | +58+31.7% | Added |
| Washington Trust Co | 250 | $28.4K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 250 | $28.4K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 255 | $28.9K | 0.01% | +63+32.8% | Added |
| Kestra Investment Management, LLC | 260 | $29.6K | 0.00% | +260 | New |
| HHM Wealth Advisors, LLC | 270 | $30.7K | 0.00% | +269+26,900.0% | Added |
| Optiver Holding B.V. | 278 | $31.6K | 0.00% | +278 | New |
| St Germain D J Co Inc | 281 | $32.0K | 0.00% | +218+346.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 281 | $32.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 300 | $34.1K | 0.00% | −30−9.1% | Reduced |
| 1248 Management, LLC | 303 | $34.5K | 0.01% | +303 | New |
| EverSource Wealth Advisors, LLC | 313 | $35.6K | 0.00% | +169+117.4% | Added |
| Sound Income Strategies, LLC | 314 | $35.7K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 316 | $36.0K | 0.01% | +140+79.5% | Added |
| REAP Financial Group, LLC | 321 | $36.5K | 0.01% | +120+59.7% | Added |
| Ransom Advisory, Ltd | 360 | $41.0K | 0.02% | 00.0% | Unchanged |