| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $202 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $202 | 0.00% | +1 | New |
| Toth Financial Advisory Corp | 2 | $404 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $404 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2 | $404 | 0.00% | +2 | New |
| Ruedi Wealth Management, Inc. | 2 | $404 | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 3 | $605 | 0.00% | −3−50.0% | Reduced |
| Unique Wealth Strategies, LLC | 4 | $686 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 4 | $807 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $808 | 0.00% | −3−42.9% | Reduced |
| Private Wealth Management Group, LLC | 4 | $808 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5 | $975 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | −4−57.1% | Reduced |
| Strengthening Families & Communities, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Richardson Financial Services Inc. | 5 | $1.01K | 0.00% | −3−37.5% | Reduced |
| Trifecta Capital Advisors, LLC | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $1.01K | 0.00% | +5 | New |
| Financial Network Wealth Advisors LLC | 5 | $1.01K | 0.00% | +5 | New |
| MCF Advisors LLC | 6 | $1.21K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $1.21K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $1.40K | 0.00% | +1+16.7% | Added |
| TFC Financial Management | 7 | $1.41K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8 | $1.61K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 8 | $1.61K | 0.00% | +8 | New |
| Abound Wealth Management | 8 | $1.61K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 9 | $1.75K | 0.00% | +5+125.0% | Added |
| Raffa Wealth Management, LLC | 9 | $1.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $1.82K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $2.00K | 0.00% | +9+225.0% | Added |
| Carolinas Wealth Consulting LLC | 11 | $2.05K | 0.00% | +6+120.0% | Added |
| Redwood Wealth Management Group, LLC | 13 | $2.62K | 0.00% | +13 | New |
| Cornerstone Planning Group LLC | 15 | $2.86K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 15 | $3.03K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 20 | $4.04K | 0.00% | −6−23.1% | Reduced |
| Anfield Capital Management, LLC | 20 | $4.04K | 0.00% | +20 | New |
| Triad Wealth Partners, LLC | 21 | $4.24K | 0.00% | +21 | New |
| Venturi Wealth Management, LLC | 21 | $4.24K | 0.00% | +15+250.0% | Added |
| IFP Advisors, Inc | 23 | $4.73K | 0.00% | +14+155.6% | Added |
| Larson Financial Group LLC | 24 | $4.84K | 0.00% | +8+50.0% | Added |
| Fortitude Family Office, LLC | 27 | $5.45K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 28 | $5.65K | 0.00% | +28 | New |
| Meeder Asset Management Inc | 29 | $5.85K | 0.00% | +29 | New |
| Smithfield Trust Co | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 30 | $6.04K | 0.00% | −13−30.2% | Reduced |
| TimesSquare Capital Management, LLC | 30 | $6.05K | 0.00% | −6,820−99.6% | Reduced |
| West Branch Capital LLC | 30 | $6.05K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30 | $6.05K | 0.00% | +2+7.1% | Added |
| South State Corp. | 30 | $6.05K | 0.00% | +30 | New |
| Prestige Wealth Management Group LLC | 31 | $6.26K | 0.00% | +3+10.7% | Added |
| SYSTM Wealth Solutions LLC | 34 | $6.86K | 0.00% | −54−61.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 36 | $7.26K | 0.00% | +36 | New |
| First Horizon Advisors, Inc. | 37 | $7.47K | 0.00% | −6−14.0% | Reduced |
| VitalStone Financial, LLC | 39 | $7.87K | 0.01% | +39 | New |
| Front Row Advisors LLC | 40 | $8.07K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 43 | $8.68K | 0.00% | −12−21.8% | Reduced |
| Proequities, Inc. | 45 | $9.08K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 46 | $9.28K | 0.00% | −43−48.3% | Reduced |
| Harbour Investments, Inc. | 46 | $9.28K | 0.00% | +9+24.3% | Added |
| Spire Wealth Management | 47 | $9.48K | 0.00% | +10+27.0% | Added |
| Manchester Capital Management LLC | 47 | $9.48K | 0.00% | +15+46.9% | Added |
| Farmers & Merchants Investments Inc | 48 | $9.69K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 50 | $10.1K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 52 | $10.5K | 0.00% | +52 | New |
| Eagle Bay Advisors LLC | 54 | $10.9K | 0.01% | +54 | New |
| Private Trust Co NA | 58 | $11.7K | 0.00% | −9−13.4% | Reduced |
| Ronald Blue Trust, Inc. | 69 | $11.8K | 0.00% | +40+137.9% | Added |
| Valley National Advisers Inc | 67 | $13.0K | 0.00% | +25+59.5% | Added |
| Whittier Trust Co of Nevada Inc | 72 | $14.5K | 0.00% | +1+1.4% | Added |
| JJJ Advisors Inc. | 72 | $14.5K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 75 | $15.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 75 | $15.2K | 0.01% | +40+114.3% | Added |
| DSM Capital Partners LLC | 76 | $15.3K | 0.00% | +76 | New |
| Plante Moran Financial Advisors, LLC | 80 | $16.1K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 80 | $16.1K | 0.00% | +30+60.0% | Added |
| Smartleaf Asset Management LLC | 89 | $18.4K | 0.00% | +41+85.4% | Added |
| SRS Capital Advisors, Inc. | 92 | $18.6K | 0.00% | +62+206.7% | Added |
| Global Retirement Partners, LLC | 94 | $19.0K | 0.00% | +27+40.3% | Added |
| DT Investment Partners, LLC | 95 | $19.2K | 0.00% | +95 | New |
| MV Capital Management, Inc. | 96 | $19.4K | 0.00% | +19+24.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $20.2K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 101 | $20.4K | 0.01% | +101 | New |
| Benjamin F. Edwards & Company, Inc. | 104 | $21.0K | 0.00% | −2−1.9% | Reduced |
| GW&K Investment Management, LLC | 105 | $21.0K | 0.00% | +12+12.9% | Added |
| Riverview Trust Co | 107 | $21.6K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 119 | $24.0K | 0.00% | +5+4.4% | Added |
| Coppell Advisory Solutions LLC | 120 | $24.2K | 0.00% | +120 | New |
| Creekmur Asset Management LLC | 125 | $25.2K | 0.01% | +100+400.0% | Added |
| Quent Capital, LLC | 138 | $27.8K | 0.00% | −14−9.2% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 139 | $28.1K | 0.00% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 140 | $28.3K | 0.01% | +140 | New |
| Operose Advisors LLC | 145 | $29.3K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 146 | $29.5K | 0.00% | +146 | New |
| International Assets Investment Management, LLC | 160 | $32.3K | 0.00% | +160 | New |
| Sunbelt Securities, Inc. | 170 | $34.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 172 | $34.7K | 0.00% | +21+13.9% | Added |
| Silicon Valley Capital Partners | 180 | $36.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 181 | $36.5K | 0.00% | +81+81.0% | Added |
| Caption Management, LLC | 200 | $40.4K | 0.00% | −2,353−92.2% | Reduced |