| Fuller & Thaler Asset Management, Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $151 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $151 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $152 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2 | $303 | 0.00% | +2 | New |
| Legacy Wealth Managment, LLC | 3 | $454 | 0.00% | −8−72.7% | Reduced |
| Frazier Financial Advisors, LLC | 3 | $454 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 3 | $454 | 0.00% | +3 | New |
| GPS Wealth Strategies Group, LLC | 4 | $605 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 4 | $605 | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 4 | $605 | 0.00% | +4 | New |
| Total Investment Management Inc | 4 | $605 | 0.00% | +4 | New |
| Grove Bank & Trust | 4 | $605 | 0.00% | +4 | New |
| CBIZ Investment Advisory Services, LLC | 4 | $605 | 0.00% | +4 | New |
| Crewe Advisors LLC | 4 | $606 | 0.00% | +4 | New |
| Stephens Consulting, LLC | 4 | $606 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 6 | $908 | 0.00% | +3+100.0% | Added |
| Essential Partners LLC | 6 | $908 | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 7 | $1.06K | 0.00% | −1−12.5% | Reduced |
| Parkworth Wealth Management, Inc. | 7 | $1.06K | 0.00% | +3+75.0% | Added |
| HFM Investment Advisors, LLC | 7 | $1.06K | 0.00% | +4+133.3% | Added |
| DecisionPoint Financial, LLC | 8 | $1.20K | 0.00% | +8 | New |
| Highline Wealth Partners LLC | 8 | $1.21K | 0.00% | +8 | New |
| Private Wealth Management Group, LLC | 8 | $1.21K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $1.21K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $1.21K | 0.00% | +4+100.0% | Added |
| Hughes Financial Services, LLC | 9 | $1.34K | 0.00% | −4−30.8% | Reduced |
| High Note Wealth, LLC | 9 | $1.36K | 0.00% | −13−59.1% | Reduced |
| SJS Investment Consulting Inc. | 9 | $1.36K | 0.00% | −6−40.0% | Reduced |
| Financial Network Wealth Advisors LLC | 9 | $1.36K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $1.51K | 0.00% | −1−9.1% | Reduced |
| Greykasell Wealth Strategies, Inc. | 10 | $1.51K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $1.51K | 0.00% | +1+11.1% | Added |
| Bay Harbor Wealth Management, LLC | 11 | $1.66K | 0.00% | +6+120.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $1.67K | 0.00% | +11 | New |
| Sunbelt Securities, Inc. | 14 | $1.81K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 13 | $1.94K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $2.12K | 0.00% | +14 | New |
| Principia Wealth Advisory, LLC | 15 | $2.27K | 0.00% | +2+15.4% | Added |
| MV Capital Management, Inc. | 15 | $2.27K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 15 | $2.27K | 0.00% | +12+400.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 17 | $2.57K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 19 | $2.88K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 20 | $3.03K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 21 | $3.18K | 0.00% | +5+31.3% | Added |
| LRI Investments, LLC | 22 | $3.33K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.33K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 22 | $3.39K | 0.00% | +10+83.3% | Added |
| DiNuzzo Private Wealth, Inc. | 23 | $3.48K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 25 | $3.78K | 0.00% | −2−7.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 26 | $3.93K | 0.00% | −742−96.6% | Reduced |
| Ancora Advisors, LLC | 27 | $4.08K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 28 | $4.24K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 29 | $4.37K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 29 | $4.39K | 0.00% | −31−51.7% | Reduced |
| HHM Wealth Advisors, LLC | 29 | $4.39K | 0.00% | −2−6.5% | Reduced |
| Signature Resources Capital Management, LLC | 30 | $4.54K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 31 | $4.69K | 0.00% | −18−36.7% | Reduced |
| Armstrong Advisory Group, Inc | 32 | $4.84K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 33 | $4.99K | 0.00% | +33 | New |
| Sachetta, LLC | 33 | $4.99K | 0.00% | +20+153.8% | Added |
| Bartlett & Co. Wealth Management LLC | 34 | $5.14K | 0.00% | +1+3.0% | Added |
| Fortitude Family Office, LLC | 34 | $5.14K | 0.00% | +34 | New |
| Bell Investment Advisors, Inc | 35 | $5.29K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 38 | $5.75K | 0.00% | +38 | New |
| Geneos Wealth Management Inc. | 39 | $5.90K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 40 | $6.05K | 0.00% | +40 | New |
| Leonteq Securities AG | 42 | $6.35K | 0.00% | +42 | New |
| Curio Wealth, LLC | 42 | $6.35K | 0.00% | +41+4,100.0% | Added |
| Carolina Wealth Advisors, LLC | 48 | $7.26K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 48 | $7.26K | 0.00% | −2,798−98.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 49 | $7.41K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 49 | $7.41K | 0.00% | +49 | New |
| Whittier Trust Co | 50 | $7.56K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $7.56K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 52 | $7.87K | 0.00% | −9−14.8% | Reduced |
| Anchor Investment Management, LLC | 53 | $8.02K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 57 | $8.51K | 0.00% | +10+21.3% | Added |
| Plante Moran Financial Advisors, LLC | 60 | $9.08K | 0.00% | +56+1,400.0% | Added |
| Quaker Wealth Management, LLC | 60 | $9.08K | 0.00% | +60 | New |
| SRS Capital Advisors, Inc. | 52 | $9.08K | 0.00% | +16+44.4% | Added |
| Sound Income Strategies, LLC | 61 | $9.23K | 0.00% | +5+8.9% | Added |
| Princeton Global Asset Management LLC | 61 | $9.23K | 0.00% | +61 | New |
| Dunhill Financial, LLC | 64 | $9.72K | 0.00% | −106−62.4% | Reduced |
| First United Bank Trust | 66 | $9.98K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 68 | $10.3K | 0.00% | +63+1,260.0% | Added |
| Clark Wealth Partners | 69 | $10.4K | 0.01% | +60+666.7% | Added |
| ZRC Wealth Management, LLC | 70 | $10.6K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 72 | $10.9K | 0.00% | −17−19.1% | Reduced |
| Centricity Wealth Management, LLC | 74 | $11.2K | 0.01% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 78 | $11.8K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 82 | $12.1K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 78 | $12.4K | 0.00% | +78 | New |
| Versant Capital Management, Inc | 82 | $12.4K | 0.00% | +6+7.9% | Added |
| Sierra Ocean, LLC | 83 | $12.6K | 0.01% | +6+7.8% | Added |
| Manchester Capital Management LLC | 91 | $13.8K | 0.00% | +35+62.5% | Added |
| Farmers & Merchants Investments Inc | 93 | $14.1K | 0.00% | 00.0% | Unchanged |