| Pacific Center for Financial Services | 0 | $14 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $1.05K | 0.00% | −1−50.0% | Reduced |
| ClariVest Asset Management LLC | 1 | $1.05K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 1 | $1.05K | 0.00% | +1 | New |
| SYSTM Wealth Solutions LLC | 1 | $1.05K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1 | $1.05K | 0.00% | +1 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $2.00K | 0.00% | +2 | New |
| CBIZ Investment Advisory Services, LLC | 2 | $2.10K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 2 | $2.10K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $2.10K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2 | $2.10K | 0.00% | +1+100.0% | Added |
| Private Ocean, LLC | 2 | $2.10K | 0.00% | +2 | New |
| Ruedi Wealth Management, Inc. | 2 | $2.10K | 0.00% | +2 | New |
| Macroview Investment Management LLC | 2 | $2.10K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2 | $2.10K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $2.10K | 0.00% | +1+100.0% | Added |
| PEAK6 Investments LLC | 2 | $2.19K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 3 | $3.15K | 0.00% | −4−57.1% | Reduced |
| Iron Horse Wealth Management, LLC | 3 | $3.15K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3 | $3.15K | 0.00% | +1+50.0% | Added |
| Richardson Financial Services Inc. | 3 | $3.15K | 0.00% | +2+200.0% | Added |
| True Wealth Design, LLC | 3 | $3.15K | 0.00% | +1+50.0% | Added |
| Cornerstone Planning Group LLC | 3 | $3.21K | 0.00% | +2+200.0% | Added |
| Front Row Advisors LLC | 4 | $4.20K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 4 | $4.20K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4 | $4.20K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 4 | $4.21K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 5 | $5.12K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 5 | $5.25K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 5 | $5.25K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 5 | $5.25K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5 | $5.25K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 5 | $5.25K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 5 | $5.25K | 0.00% | +4+400.0% | Added |
| RE Dickinson Investment Advisors, LLC | 5 | $5.26K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5 | $5.60K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 6 | $6.31K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $6.31K | 0.00% | +6 | New |
| Delos Wealth Advisors, LLC | 6 | $6.31K | 0.01% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 7 | $6.74K | 0.00% | +7 | New |
| Financial Connections Group, Inc. | 7 | $7.00K | 0.00% | +7 | New |
| Hollencrest Capital Management | 7 | $7.36K | 0.00% | −100−93.5% | Reduced |
| Farmers & Merchants Investments Inc | 7 | $7.36K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 7 | $7.36K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 7 | $7.36K | 0.00% | +7 | New |
| Dogwood Wealth Management LLC | 7 | $7.37K | 0.00% | +7 | Added |
| Citizens National Bank Trust Department | 8 | $8.41K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 8 | $8.41K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 8 | $8.41K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 8 | $8.41K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 8 | $8.41K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 9 | $9.46K | 0.00% | −1−10.0% | Reduced |
| Financial Network Wealth Advisors LLC | 9 | $9.46K | 0.01% | +9 | New |
| Fairway Wealth LLC | 9 | $9.46K | 0.01% | +9 | New |
| Emfo, LLC | 9 | $9.46K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 9 | $9.53K | 0.00% | +3+50.0% | Added |
| Sound Income Strategies, LLC | 10 | $10.5K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $10.5K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 10 | $10.5K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $10.5K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $10.5K | 0.00% | +1+11.1% | Added |
| Avion Wealth | 11 | $11.0K | 0.00% | +1+10.0% | Added |
| Laffer Tengler Investments | 11 | $11.6K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 11 | $11.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 13 | $13.7K | 0.00% | −8−38.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 13 | $13.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $14.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 14 | $14.7K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 14 | $14.7K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 14 | $15.0K | 0.01% | −16−53.3% | Reduced |
| Clear Street Markets LLC | 14 | $15.0K | 0.01% | +14 | New |
| Frazier Financial Advisors, LLC | 15 | $15.8K | 0.01% | −5−25.0% | Reduced |
| Asset Dedication, LLC | 15 | $15.8K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $15.8K | 0.01% | +1+7.1% | Added |
| Private Wealth Management Group, LLC | 15 | $15.8K | 0.01% | +6+66.7% | Added |
| Addison Advisors LLC | 16 | $16.8K | 0.01% | −5−23.8% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 17 | $17.9K | 0.00% | +17 | New |
| Salem Investment Counselors Inc | 18 | $18.9K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $18.9K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 18 | $18.9K | 0.01% | +18 | New |
| Close Asset Management Ltd | 19 | $20.0K | 0.00% | +19 | New |
| GHP Investment Advisors, Inc. | 20 | $21.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $21.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $21.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 20 | $21.0K | 0.00% | +6+42.9% | Added |
| Larson Financial Group LLC | 22 | $23.1K | 0.00% | −28−56.0% | Reduced |
| FWL Investment Management, LLC | 22 | $23.1K | 0.01% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 23 | $24.2K | 0.02% | −32−58.2% | Reduced |
| Aspect Partners, LLC | 23 | $24.2K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 24 | $25.0K | 0.01% | +12+100.0% | Added |
| Sachetta, LLC | 24 | $25.9K | 0.01% | +10+71.4% | Added |
| Benjamin Edwards Inc | 25 | $26.0K | 0.01% | +4+19.0% | Added |
| BFSG, LLC | 25 | $26.3K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 25 | $26.3K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 25 | $26.3K | 0.01% | +25 | New |
| Meeder Asset Management Inc | 27 | $28.4K | 0.00% | −214−88.8% | Reduced |
| Grove Bank & Trust | 27 | $28.4K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 27 | $28.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 28 | $29.4K | 0.00% | 00.0% | Unchanged |