| VSM Wealth Advisory, LLC | 1 | $17 | 0.00% | −61−98.4% | Reduced |
| City State Bank | 1 | $327 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2 | $654 | 0.00% | −7,399−100.0% | Reduced |
| Alerus Financial NA | 2 | $654 | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $654 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2 | $654 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $654 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $655 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 2 | $655 | 0.00% | +2 | New |
| Bullock Wealth Management Group | 2 | $755 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $981 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $981 | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 3 | $981 | 0.00% | +3 | New |
| West Branch Capital LLC | 3 | $982 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 3 | $982 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $982 | 0.00% | +1+50.0% | Added |
| Atwood & Palmer Inc | 3 | $982 | 0.00% | +3 | New |
| Phillip James Consulting Co. | 3 | $1.00K | 0.00% | +3 | New |
| Strategic Wealth Partners, Ltd. | 4 | $1.20K | 0.00% | +4 | New |
| Anfield Capital Management, LLC | 4 | $1.31K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $1.31K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4 | $1.31K | 0.00% | +4 | New |
| Richardson Financial Services Inc. | 4 | $1.31K | 0.00% | +4 | New |
| TopTier Wealth Management, LLC | 4 | $1.31K | 0.00% | +4 | New |
| PayPay Securities Corp | 4 | $1.45K | 0.05% | −2−33.3% | Reduced |
| Rakuten Securities, Inc. | 5 | $1.64K | 0.00% | −9−64.3% | Reduced |
| BankPlus Trust Department | 5 | $1.64K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 5 | $1.64K | 0.00% | −1,546−99.7% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.64K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 6 | $1.96K | 0.00% | −7−53.8% | Reduced |
| DAGCO, Inc. | 6 | $1.96K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 6 | $1.96K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 7 | $2.29K | 0.00% | +2+40.0% | Added |
| New England Capital Financial Advisors LLC | 7 | $2.38K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 8 | $2.62K | 0.00% | 00.0% | Unchanged |
| Cohalo Advisory LLC | 8 | $2.62K | 0.19% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 8 | $2.62K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $3.27K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 10 | $3.27K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 10 | $3.27K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 10 | $3.27K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $3.27K | 0.00% | +2+25.0% | Added |
| Copia Wealth Management | 10 | $3.27K | 0.00% | +10 | New |
| Redwood Park Advisors LLC | 10 | $3.30K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 10 | $3.32K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 11 | $3.60K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 12 | $3.92K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 12 | $3.98K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 13 | $4.25K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 13 | $4.25K | 0.00% | +13 | New |
| Aspect Partners, LLC | 14 | $4.58K | 0.00% | +1+7.7% | Added |
| BFSG, LLC | 14 | $4.58K | 0.00% | +14 | New |
| Intentional Wealth Strategies, LLC | 14 | $4.58K | 0.00% | +14 | New |
| TFC Financial Management | 15 | $4.91K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $4.93K | 0.00% | +6+66.7% | Added |
| RMG Wealth Management LLC | 14 | $4.95K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 16 | $5.23K | 0.00% | +5+45.5% | Added |
| United Financial Planning Group LLC | 16 | $5.23K | 0.00% | +15+1,500.0% | Added |
| Essential Partners LLC | 17 | $5.56K | 0.00% | +5+41.7% | Added |
| Elevated Capital Advisors, LLC | 18 | $5.89K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 18 | $5.89K | 0.00% | +18 | New |
| Penserra Capital Management LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 19 | $6.21K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $6.21K | 0.00% | +1+5.6% | Added |
| Evolution Wealth Management Inc. | 20 | $6.54K | 0.00% | +7+53.8% | Added |
| Lloyd Advisory Services, LLC. | 20 | $6.54K | 0.00% | +20 | New |
| Kingdom Financial Group LLC. | 20 | $6.54K | 0.00% | +20 | New |
| Wolff Wiese Magana LLC | 20 | $6.54K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 21 | $6.87K | 0.00% | −3−12.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 22 | $7.20K | 0.01% | +7+46.7% | Added |
| South State Corp. | 23 | $7.52K | 0.00% | −47−67.1% | Reduced |
| Synergy Investment Management, LLC | 23 | $7.55K | 0.00% | +23 | New |
| Principia Wealth Advisory, LLC | 25 | $8.18K | 0.00% | +3+13.6% | Added |
| Avalon Trust Co | 25 | $8.18K | 0.00% | +25 | New |
| First Pacific Financial | 25 | $8.18K | 0.00% | +25 | New |
| Hager Investment Management Services, LLC | 25 | $8.18K | 0.00% | +25 | New |
| Cherry Tree Wealth Management, LLC | 26 | $8.50K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 26 | $8.50K | 0.00% | +8+44.4% | Added |
| Ameriflex Group, Inc. | 27 | $8.89K | 0.00% | −1−3.6% | Reduced |
| Burk Holdings LLC | 28 | $9.16K | 0.00% | +28 | New |
| Union Savings Bank | 30 | $9.81K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 30 | $9.81K | 0.00% | +10+50.0% | Added |
| Capital Advisors, Ltd. LLC | 31 | $10.0K | 0.00% | +4+14.8% | Added |
| Quarry LP | 31 | $10.1K | 0.00% | +31 | New |
| Kilter Group LLC | 31 | $10.1K | 0.00% | −5−13.9% | Reduced |
| First Command Advisory Services, Inc. | 32 | $10.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 33 | $10.8K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 33 | $10.8K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 35 | $11.4K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 37 | $12.1K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 38 | $12.4K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 38 | $12.4K | 0.00% | +30+375.0% | Added |
| Trust Co of Toledo NA | 39 | $12.8K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 39 | $12.8K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 39 | $12.8K | 0.00% | +7+21.9% | Added |
| Ares Financial Consulting, LLC | 39 | $13.0K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 40 | $13.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 40 | $13.1K | 0.00% | 00.0% | Unchanged |