| American Capital Advisory, LLC | 1 | $126 | 0.00% | −1−50.0% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $126 | 0.00% | −1−50.0% | Reduced |
| IMA Wealth, Inc. | 1 | $126 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $126 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $251 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $252 | 0.00% | −1−33.3% | Reduced |
| Crewe Advisors LLC | 2 | $252 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $377 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $378 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 3 | $385 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $502 | 0.00% | +2+100.0% | Added |
| Bogart Wealth, LLC | 4 | $503 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 4 | $503 | 0.00% | +4 | New |
| TFC Financial Management | 4 | $503 | 0.00% | +4 | New |
| Ameritas Advisory Services, LLC | 5 | $628 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $628 | 0.00% | +5 | New |
| Atwood & Palmer Inc | 5 | $629 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $642 | 0.00% | +1+25.0% | Added |
| AdvisorNet Financial, Inc | 6 | $754 | 0.00% | +2+50.0% | Added |
| SJS Investment Consulting Inc. | 6 | $755 | 0.00% | −1−14.3% | Reduced |
| Stephens Consulting, LLC | 6 | $755 | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | −19−82.6% | Reduced |
| Avion Wealth | 8 | $1.00K | 0.00% | −8−50.0% | Reduced |
| Picton Mahoney Asset Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 8 | $1.01K | 0.00% | +8 | New |
| Steward Partners Investment Advisory, LLC | 9 | $1.13K | 0.00% | −12−57.1% | Reduced |
| Ronald Blue Trust, Inc. | 9 | $1.13K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 11 | $1.38K | 0.00% | −24−68.6% | Reduced |
| Traub Capital Management LLC | 12 | $1.51K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $1.51K | 0.00% | +4+50.0% | Added |
| North Star Investment Management Corp. | 13 | $1.63K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 14 | $1.73K | 0.00% | +5+55.6% | Added |
| Legacy Wealth Managment, LLC | 14 | $1.76K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 14 | $1.76K | 0.00% | +14 | New |
| Sierra Ocean, LLC | 15 | $1.89K | 0.00% | −32−68.1% | Reduced |
| Fortitude Family Office, LLC | 15 | $1.89K | 0.00% | +15 | New |
| NBC Securities, Inc. | 22 | $2.00K | 0.00% | +2+10.0% | Added |
| Park Place Capital Corp | 16 | $2.05K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 17 | $2.14K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 17 | $2.14K | 0.00% | +5+41.7% | Added |
| Cromwell Holdings LLC | 17 | $2.14K | 0.00% | +10+142.9% | Added |
| Raffa Wealth Management, LLC | 19 | $2.39K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 19 | $2.39K | 0.00% | +19 | New |
| Tortoise Investment Management, LLC | 21 | $2.64K | 0.00% | +9+75.0% | Added |
| JFS Wealth Advisors, LLC | 21 | $2.64K | 0.00% | +2+10.5% | Added |
| Prestige Wealth Management Group LLC | 25 | $3.14K | 0.00% | −19−43.2% | Reduced |
| Rakuten Securities, Inc. | 26 | $3.27K | 0.00% | −17−39.5% | Reduced |
| American National Bank | 27 | $3.39K | 0.00% | −24−47.1% | Reduced |
| Meeder Asset Management Inc | 27 | $3.39K | 0.00% | +3+12.5% | Added |
| Bare Financial Services, Inc | 30 | $3.77K | 0.00% | +30 | New |
| Webster Bank, N. A. | 32 | $4.02K | 0.00% | +2+6.7% | Added |
| Whittier Trust Co of Nevada Inc | 33 | $4.15K | 0.00% | +33 | New |
| Key Financial Inc | 34 | $4.27K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 35 | $4.40K | 0.00% | +35 | New |
| Central Trust Co | 36 | $4.53K | 0.00% | −40−52.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 36 | $4.53K | 0.00% | +36 | New |
| Aventura Private Wealth, LLC | 39 | $4.90K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 40 | $5.03K | 0.00% | +40 | New |
| Whipplewood Advisors, LLC | 45 | $5.66K | 0.00% | +44+4,400.0% | Added |
| CIBC Private Wealth Group, LLC | 46 | $5.78K | 0.00% | −13−22.0% | Reduced |
| SBI Securities Co., Ltd. | 46 | $5.78K | 0.00% | +19+70.4% | Added |
| Bell Investment Advisors, Inc | 47 | $5.91K | 0.00% | +17+56.7% | Added |
| Whittier Trust Co | 53 | $6.66K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 54 | $6.79K | 0.00% | +42+350.0% | Added |
| Binnacle Investments Inc | 56 | $7.04K | 0.00% | −24−30.0% | Reduced |
| HighMark Wealth Management LLC | 57 | $7.16K | 0.00% | +18+46.2% | Added |
| Bullock Wealth Management Group | 68 | $8.70K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 68 | $8.70K | 0.00% | +63+1,260.0% | Added |
| Frazier Financial Advisors, LLC | 70 | $8.80K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 74 | $9.30K | 0.00% | +74 | New |
| Hemington Wealth Management | 86 | $10.0K | 0.00% | +41+91.1% | Added |
| Golden State Wealth Management, LLC | 83 | $10.4K | 0.00% | −100−54.6% | Reduced |
| Farmers & Merchants Investments Inc | 83 | $10.4K | 0.00% | +10+13.7% | Added |
| Private Wealth Management Group, LLC | 86 | $10.8K | 0.00% | +58+207.1% | Added |
| Bryn Mawr Trust Co | 88 | $11.1K | 0.00% | −39−30.7% | Reduced |
| Private Trust Co NA | 90 | $11.3K | 0.00% | −62−40.8% | Reduced |
| Parkside Financial Bank & Trust | 97 | $12.2K | 0.00% | +38+64.4% | Added |
| City Holding Co | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 112 | $14.1K | 0.00% | +93+489.5% | Added |
| Spire Wealth Management | 118 | $14.8K | 0.00% | −76−39.2% | Reduced |
| SRS Capital Advisors, Inc. | 125 | $15.7K | 0.00% | −5−3.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 126 | $16.2K | 0.01% | +126 | New |
| Global Retirement Partners, LLC | 146 | $18.4K | 0.00% | +146 | New |
| WPG Advisers, LLC | 182 | $22.9K | 0.02% | −111−37.9% | Reduced |
| TD Private Client Wealth LLC | 182 | $22.9K | 0.00% | +38+26.4% | Added |
| Smartleaf Asset Management LLC | 200 | $25.1K | 0.00% | −206−50.7% | Reduced |
| Geneos Wealth Management Inc. | 210 | $26.4K | 0.00% | −19−8.3% | Reduced |
| Talon Private Wealth, LLC | 242 | $30.4K | 0.00% | +242 | New |
| Rise Advisors, LLC | 243 | $30.5K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 268 | $34.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 299 | $37.6K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 305 | $38.3K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 292 | $39.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 328 | $41.2K | 0.00% | +165+101.2% | Added |
| True Wealth Design, LLC | 342 | $43.0K | 0.02% | +316+1,215.4% | Added |
| Quest Partners LLC | 390 | $49.0K | 0.00% | −1,005−72.0% | Reduced |
| Harbor Capital Advisors, Inc. | 400 | $50.0K | 0.00% | −31−7.2% | Reduced |
| First Horizon Advisors, Inc. | 433 | $54.4K | 0.00% | +48+12.5% | Added |
