| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | −32−100.0% | Reduced |
| Activest Wealth Management | 0 | $29 | 0.00% | −470−100.0% | Reduced |
| Creekmur Asset Management LLC | 1 | $140 | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1 | $163 | 0.00% | −539−99.8% | Reduced |
| NVWM, LLC | 1 | $163 | 0.00% | −1−50.0% | Reduced |
| Raleigh Capital Management Inc. | 1 | $163 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $489 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4 | $652 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $668 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 5 | $815 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 5 | $815 | 0.00% | +5 | New |
| SWAN Capital LLC | 5 | $815 | 0.00% | +5 | New |
| CVA Family Office, LLC | 8 | $1.30K | 0.00% | +3+60.0% | Added |
| Horizon Financial Services, LLC | 9 | $1.47K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 9 | $1.47K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 9 | $1.51K | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $2.12K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 14 | $2.28K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 14 | $2.28K | 0.00% | +3+27.3% | Added |
| Clean Yield Group | 14 | $2.28K | 0.00% | +14 | New |
| Sachetta, LLC | 15 | $2.44K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $2.44K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $2.44K | 0.00% | +1+7.1% | Added |
| Albion Financial Group | 16 | $2.61K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $2.61K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 17 | $2.77K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 17 | $2.77K | 0.00% | +1+6.3% | Added |
| Lazard Asset Management LLC | 24 | $3.00K | 0.00% | +24 | New |
| Financial Network Wealth Advisors LLC | 19 | $3.10K | 0.00% | −17−47.2% | Reduced |
| Abich Financial Wealth Management LLC | 20 | $3.26K | 0.01% | +11+122.2% | Added |
| Bartlett & Co. Wealth Management LLC | 22 | $3.59K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 22 | $3.62K | 0.00% | +13+144.4% | Added |
| Aspect Partners, LLC | 23 | $3.75K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $4.40K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 27 | $4.40K | 0.00% | +27 | New |
| Dunhill Financial, LLC | 29 | $4.69K | 0.00% | +14+93.3% | Added |
| Bell Investment Advisors, Inc | 30 | $4.89K | 0.00% | −6−16.7% | Reduced |
| Stone House Investment Management, LLC | 30 | $4.89K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 35 | $5.71K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 36 | $5.79K | 0.00% | +1+2.9% | Added |
| Colonial Trust Co | 39 | $6.23K | 0.00% | −24−38.1% | Reduced |
| FinTrust Capital Advisors, LLC | 40 | $6.52K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 40 | $6.52K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 50 | $8.15K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 50 | $8.15K | 0.00% | +50 | New |
| C M Bidwell & Associates Ltd | 51 | $8.31K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 51 | $8.31K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 52 | $8.48K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 53 | $8.64K | 0.00% | +7+15.2% | Added |
| Clearstead Advisors, LLC | 56 | $9.13K | 0.00% | −1,440−96.3% | Reduced |
| HHM Wealth Advisors, LLC | 60 | $9.78K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 65 | $10.6K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 65 | $10.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 66 | $10.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 65 | $11.0K | 0.00% | +65 | New |
| Harbor Investment Advisory, LLC | 70 | $11.4K | 0.00% | −1−1.4% | Reduced |
| Carolinas Wealth Consulting LLC | 71 | $11.6K | 0.00% | +71 | New |
| Park Place Capital Corp | 73 | $11.9K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 78 | $12.7K | 0.01% | +78 | New |
| Bogart Wealth, LLC | 80 | $13.1K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 81 | $13.2K | 0.00% | −16−16.5% | Reduced |
| JFS Wealth Advisors, LLC | 82 | $13.4K | 0.00% | +3+3.8% | Added |
| Stephenson National Bank & Trust | 85 | $13.9K | 0.00% | +85 | New |
| GW&K Investment Management, LLC | 87 | $14.0K | 0.00% | +1+1.2% | Added |
| Rise Advisors, LLC | 89 | $14.5K | 0.01% | +1+1.1% | Added |
| Farmers & Merchants Investments Inc | 91 | $14.8K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 93 | $15.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 98 | $16.0K | 0.00% | +3+3.2% | Added |
| GPS Wealth Strategies Group, LLC | 100 | $16.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 102 | $16.6K | 0.00% | +67+191.4% | Added |
| MV Capital Management, Inc. | 103 | $16.8K | 0.00% | +1+1.0% | Added |
| Kozak & Associates, Inc. | 102 | $17.2K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 106 | $17.3K | 0.01% | +106 | New |
| Salem Investment Counselors Inc | 107 | $17.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 109 | $17.8K | 0.00% | +6+5.8% | Added |
| WR Wealth Planners, LLC | 111 | $18.1K | 0.01% | +21+23.3% | Added |
| Zions Bancorporation, N.A. | 113 | $18.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 117 | $19.1K | 0.00% | +17+17.0% | Added |
| Johnson Financial Group, Inc. | 123 | $20.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 135 | $22.0K | 0.01% | +135 | New |
| Wintrust Investments LLC | 142 | $23.0K | 0.02% | −1,297−90.1% | Reduced |
| Whittier Trust Co | 149 | $24.3K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $24.4K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 156 | $25.4K | 0.01% | +146+1,460.0% | Added |
| Private Wealth Management Group, LLC | 169 | $27.5K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 175 | $28.5K | 0.01% | +175 | New |
| Northwest Investment Counselors, LLC | 185 | $30.2K | 0.01% | +185 | New |
| Catalyst Funds Management Pty Ltd | 200 | $32.6K | 0.01% | +200 | New |
| Ramirez Asset Management, Inc. | 200 | $32.6K | 0.01% | +200 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 207 | $33.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 222 | $36.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 224 | $36.5K | 0.00% | +19+9.3% | Added |
| Private Trust Co NA | 227 | $37.0K | 0.00% | −3−1.3% | Reduced |
| City Holding Co | 250 | $40.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 257 | $41.9K | 0.01% | −1−0.4% | Reduced |