| Raleigh Capital Management Inc. | 1 | $69 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $168 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $171 | 0.00% | +2 | New |
| Curio Wealth, LLC | 3 | $251 | 0.00% | +3 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $252 | 0.00% | +3 | New |
| Bogart Wealth, LLC | 4 | $335 | 0.00% | −16−80.0% | Reduced |
| USA Financial Portformulas Corp | 6 | $502 | 0.00% | −1−14.3% | Reduced |
| South State Corp. | 7 | $587 | 0.00% | −71−91.0% | Reduced |
| HFM Investment Advisors, LLC | 9 | $754 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $837 | 0.00% | +1+11.1% | Added |
| Cary Street Partners Financial LLC | 10 | $837 | 0.00% | +10 | New |
| Owl Creek Wealth Partners LLC | 10 | $838 | 0.00% | +10 | New |
| Wealth Enhancement Trust Services, Inc. | 11 | $921 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 11 | $921 | 0.00% | +11 | New |
| Investors Portfolio Services LLC | 13 | $1.00K | 0.00% | −1−7.1% | Reduced |
| Financial Management Professionals, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $1.00K | 0.00% | +2+20.0% | Added |
| Raffa Wealth Management, LLC | 14 | $1.17K | 0.00% | +2+16.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $1.34K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 17 | $1.42K | 0.00% | +17 | New |
| Cromwell Holdings LLC | 18 | $1.51K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 20 | $1.68K | 0.00% | +13+185.7% | Added |
| Picton Mahoney Asset Management | 21 | $1.76K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 22 | $1.84K | 0.00% | +10+83.3% | Added |
| First Horizon Corp | 23 | $1.93K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 23 | $1.99K | 0.00% | +20+666.7% | Added |
| Minot DeBlois Advisors LLC | 25 | $2.09K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $2.26K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 28 | $2.34K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 28 | $2.34K | 0.00% | +28 | New |
| Rialto Wealth Management, LLC | 31 | $2.60K | 0.00% | +10+47.6% | Added |
| Golden State Wealth Management, LLC | 32 | $2.68K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 33 | $2.76K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 34 | $2.85K | 0.00% | +32+1,600.0% | Added |
| Bruce G. Allen Investments, LLC | 35 | $2.93K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 35 | $2.93K | 0.00% | +35 | New |
| Newbridge Financial Services Group, Inc. | 35 | $2.93K | 0.00% | +35 | New |
| Zions Bancorporation, National Association | 43 | $3.60K | 0.00% | +43 | New |
| Kilter Group LLC | 47 | $3.94K | 0.00% | +8+20.5% | Added |
| Capital Analysts, LLC | 45 | $4.00K | 0.00% | +45 | New |
| Sunbelt Securities, Inc. | 49 | $4.10K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 49 | $4.10K | 0.00% | +9+22.5% | Added |
| UMA Financial Services, Inc. | 51 | $4.27K | 0.00% | +11+27.5% | Added |
| Rachor Investment Advisory Services, LLC | 54 | $4.52K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 56 | $4.69K | 0.00% | +56 | New |
| Marquette Asset Management, LLC | 59 | $4.94K | 0.00% | +36+156.5% | Added |
| Capital Advisors, Ltd. LLC | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 65 | $5.00K | 0.00% | +41+170.8% | Added |
| Transamerica Financial Advisors, Inc. | 72 | $6.04K | 0.00% | +31+75.6% | Added |
| 1620 Investment Advisors, Inc. | 75 | $6.28K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 75 | $6.28K | 0.00% | +75 | New |
| JPL Wealth Management, LLC | 75 | $6.28K | 0.00% | +75 | New |
| High Note Wealth, LLC | 76 | $6.36K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 78 | $6.53K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 79 | $6.62K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 80 | $6.70K | 0.00% | +12+17.6% | Added |
| Atlantic Trust, LLC | 81 | $6.78K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 83 | $6.95K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 88 | $7.37K | 0.00% | +58+193.3% | Added |
| Bell Investment Advisors, Inc | 94 | $7.87K | 0.00% | −34−26.6% | Reduced |
| Millstone Evans Group, LLC | 100 | $8.37K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 101 | $8.48K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 104 | $8.71K | 0.00% | +2+2.0% | Added |
| GHP Investment Advisors, Inc. | 104 | $8.71K | 0.00% | +4+4.0% | Added |
| Versant Capital Management, Inc | 114 | $9.54K | 0.00% | +67+142.6% | Added |
| Bare Financial Services, Inc | 120 | $10.0K | 0.00% | +7+6.2% | Added |
| Keating Financial Advisory Services, Inc. | 131 | $11.0K | 0.00% | +36+37.9% | Added |
| JFS Wealth Advisors, LLC | 132 | $11.1K | 0.00% | +5+3.9% | Added |
| Harbour Investments, Inc. | 138 | $11.6K | 0.00% | +13+10.4% | Added |
| Farmers & Merchants Investments Inc | 144 | $12.1K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 146 | $12.5K | 0.00% | +81+124.6% | Added |
| Addison Advisors LLC | 150 | $12.6K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 150 | $12.6K | 0.00% | +150 | New |
| Parkside Financial Bank & Trust | 150 | $12.6K | 0.00% | +19+14.5% | Added |
| CVA Family Office, LLC | 160 | $13.4K | 0.00% | +146+1,042.9% | Added |
| Whittier Trust Co of Nevada Inc | 168 | $14.3K | 0.00% | −101−37.5% | Reduced |
| Evermay Wealth Management LLC | 180 | $15.1K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 194 | $16.2K | 0.00% | +130+203.1% | Added |
| Plante Moran Financial Advisors, LLC | 200 | $16.7K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 208 | $17.4K | 0.00% | +208 | New |
| Key Financial Inc | 216 | $18.1K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 225 | $18.8K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 236 | $19.8K | 0.01% | +236 | New |
| V-Square Quantitative Management LLC | 248 | $20.8K | 0.00% | +248 | New |
| North Star Investment Management Corp. | 276 | $23.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 280 | $23.4K | 0.00% | −5−1.8% | Reduced |
| Activest Wealth Management | 287 | $24.0K | 0.00% | +11+4.0% | Added |
| Spire Wealth Management | 305 | $25.5K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 310 | $26.0K | 0.01% | +286+1,191.7% | Added |
| Centerpoint Advisors, LLC | 314 | $26.0K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 325 | $27.3K | 0.01% | +1+0.3% | Added |
| Dogwood Wealth Management LLC | 329 | $27.5K | 0.01% | +40+13.8% | Added |
| Mountain Hill Investment Partners Corp. | 350 | $29.3K | 0.02% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 363 | $30.4K | 0.03% | +363 | New |
| Brown Brothers Harriman & Co | 364 | $30.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 456 | $35.2K | 0.00% | +10+2.2% | Added |
| MB, Levis & Associates, LLC | 425 | $35.6K | 0.01% | +1+0.2% | Added |
| University of Texas/Texas Am Investment Managment Co | 457 | $38.3K | 0.01% | +181+65.6% | Added |
| National Bank of Canada | 454 | $38.5K | 0.00% | +454 | New |
| International Assets Investment Management, LLC | 456 | $38.9K | 0.00% | 00.0% | Unchanged |
