| Sunbelt Securities, Inc. | 1 | $543 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1 | $543 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1 | $543 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $544 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $544 | 0.00% | +1 | New |
| Cassaday & Co Wealth Management LLC | 1 | $544 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $860 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2 | $1.09K | 0.00% | −1−33.3% | Reduced |
| HFM Investment Advisors, LLC | 2 | $1.09K | 0.00% | +1+100.0% | Added |
| Creative Financial Designs Inc | 2 | $1.09K | 0.00% | +2 | New |
| South State Corp. | 2 | $1.09K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $1.09K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $1.09K | 0.00% | +2 | New |
| Crews Bank & Trust | 12 | $1.42K | 0.00% | +12 | New |
| Vermillion Wealth Management, Inc. | 3 | $1.63K | 0.00% | +3 | New |
| Lloyd Advisory Services, LLC. | 3 | $1.63K | 0.00% | +3 | New |
| Elequin Capital LP | 3 | $1.63K | 0.00% | +3 | New |
| Kingdom Financial Group LLC. | 3 | $1.63K | 0.00% | +3 | New |
| Kilter Group LLC | 3 | $1.63K | 0.00% | +3 | New |
| Stone House Investment Management, LLC | 4 | $2.17K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $2.17K | 0.00% | +2+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $2.17K | 0.00% | +3+300.0% | Added |
| Marquette Asset Management, LLC | 6 | $3.26K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $3.26K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $3.26K | 0.00% | +1+20.0% | Added |
| Cromwell Holdings LLC | 6 | $3.26K | 0.00% | +2+50.0% | Added |
| Provenance Wealth Advisors, LLC | 7 | $3.80K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 7 | $3.80K | 0.00% | +7 | New |
| Montag A & Associates Inc | 8 | $4.14K | 0.00% | +1+14.3% | Added |
| Albion Financial Group | 8 | $4.34K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $4.34K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 9 | $4.89K | 0.00% | +9 | New |
| Salomon & Ludwin, LLC | 9 | $4.93K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $5.43K | 0.00% | −126−92.6% | Reduced |
| Central Trust Co | 11 | $5.97K | 0.00% | +10+1,000.0% | Added |
| JNBA Financial Advisors | 11 | $5.97K | 0.00% | +11 | New |
| RMG Wealth Management LLC | 10 | $6.14K | 0.00% | +10 | New |
| MPWM Advisory Solutions, LLC | 12 | $6.52K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 12 | $6.52K | 0.00% | +12 | New |
| Meramec Financial Planners, LLC | 11 | $6.57K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 13 | $7.06K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 15 | $8.15K | 0.00% | −1,236−98.8% | Reduced |
| Cetera Trust Company, N.A | 15 | $8.15K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 15 | $8.15K | 0.00% | +15 | New |
| Sound Income Strategies, LLC | 15 | $8.28K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 16 | $8.69K | 0.01% | −1−5.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17 | $9.23K | 0.00% | +1+6.3% | Added |
| TD Private Client Wealth LLC | 18 | $9.78K | 0.00% | −4−18.2% | Reduced |
| Bare Financial Services, Inc | 18 | $9.78K | 0.00% | +3+20.0% | Added |
| JFS Wealth Advisors, LLC | 18 | $9.78K | 0.00% | +1+5.9% | Added |
| American National Bank | 19 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 19 | $10.3K | 0.00% | +1+5.6% | Added |
| Fortitude Family Office, LLC | 20 | $10.9K | 0.00% | +9+81.8% | Added |
| JPL Wealth Management, LLC | 21 | $11.4K | 0.00% | +21 | New |
| Harvest Fund Management Co., Ltd | 23 | $12.0K | 0.00% | +23 | New |
| CX Institutional | 22 | $12.0K | 0.00% | +22 | New |
| LRI Investments, LLC | 25 | $13.6K | 0.00% | +5+25.0% | Added |
| Intentional Wealth Strategies, LLC | 25 | $13.6K | 0.01% | +25 | New |
| National Bank of Canada | 28 | $15.2K | 0.00% | −29−50.9% | Reduced |
| Farmers & Merchants Investments Inc | 28 | $15.2K | 0.00% | +2+7.7% | Added |
| CVA Family Office, LLC | 28 | $15.2K | 0.00% | +28 | New |
| Activest Wealth Management | 31 | $16.8K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 31 | $16.8K | 0.00% | +2+6.9% | Added |
| Rossby Financial, LCC | 31 | $17.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 37 | $20.1K | 0.00% | −3−7.5% | Reduced |
| MCF Advisors LLC | 38 | $20.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 38 | $20.6K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 40 | $21.7K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 40 | $21.7K | 0.00% | +22+122.2% | Added |
| Oakworth Capital, Inc. | 41 | $22.3K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 42 | $22.8K | 0.00% | +42 | New |
| Private Trust Co NA | 44 | $23.6K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 45 | $24.4K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 45 | $24.4K | 0.01% | +23+104.5% | Added |
| Opal Wealth Advisors, LLC | 46 | $25.0K | 0.01% | +46 | New |
| Golden State Wealth Management, LLC | 49 | $26.6K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 51 | $27.7K | 0.00% | +23+82.1% | Added |
| Park Place Capital Corp | 53 | $28.8K | 0.01% | +53 | New |
| Wealth Preservation Advisors, LLC | 53 | $28.8K | 0.02% | +53 | New |
| Massmutual Trust Co FSB | 56 | $30.4K | 0.00% | +26+86.7% | Added |
| Bayforest Capital Ltd | 57 | $31.0K | 0.03% | +57 | New |
| Danske Bank A/S | 60 | $32.6K | 0.00% | −240−80.0% | Reduced |
| West Branch Capital LLC | 60 | $32.6K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 69 | $37.5K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 77 | $41.8K | 0.03% | +24+45.3% | Added |
| Nomura Asset Management Co Ltd | 78 | $42.4K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 78 | $42.4K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 82 | $44.5K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 87 | $47.3K | 0.03% | −38,926−99.8% | Reduced |
| Covestor Ltd | 94 | $51.0K | 0.04% | −72−43.4% | Reduced |
| Arlington Trust Co LLC | 94 | $51.1K | 0.00% | +94 | New |
| Basecamp Wealth Advisors LLC | 103 | $55.9K | 0.01% | +34+49.3% | Added |
| Bartlett & Co. Wealth Management LLC | 96 | $56.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 106 | $57.6K | 0.00% | +42+65.6% | Added |
| Quent Capital, LLC | 108 | $58.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 111 | $60.3K | 0.00% | +75+208.3% | Added |
| HM Payson & Co | 130 | $70.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 137 | $74.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 142 | $77.1K | 0.01% | +62+77.5% | Added |