| Dogwood Wealth Management LLC | 0 | $14 | 0.00% | −7−100.0% | Reduced |
| Pacific Center for Financial Services | 0 | $14 | 0.00% | 0 | Unchanged |
| Annapolis Financial Services, LLC | 1 | $526 | 0.00% | +1 | New |
| Picton Mahoney Asset Management | 1 | $1.00K | 0.00% | +1 | New |
| Ruedi Wealth Management, Inc. | 1 | $1.05K | 0.00% | −1−50.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $1.05K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 1 | $1.05K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1 | $1.05K | 0.00% | +1 | New |
| JDM Financial Group LLC | 1 | $1.05K | 0.00% | +1 | New |
| Proffitt & Goodson Inc | 1 | $1.05K | 0.00% | +1 | New |
| Voisard Asset Management Group, Inc. | 1 | $1.05K | 0.00% | +1 | New |
| 1620 Investment Advisors, Inc. | 1 | $1.18K | 0.00% | +1 | New |
| Legacy Investment Solutions, LLC | 2 | $1.61K | 0.00% | +2 | New |
| Legacy Wealth Managment, LLC | 2 | $1.61K | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $1.73K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 2 | $2.08K | 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 |
| Creekmur Asset Management LLC | 2 | $2.10K | 0.00% | 00.0% | Unchanged |
| 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 |
| J.Safra Asset Management Corp | 3 | $3.13K | 0.00% | +3 | New |
| Salem Investment Counselors Inc | 3 | $3.15K | 0.00% | −15−83.3% | Reduced |
| True Wealth Design, LLC | 3 | $3.15K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3 | $3.15K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 3 | $3.15K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 3 | $3.15K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $3.15K | 0.00% | +1+50.0% | Added |
| Baldwin Brothers Inc | 3 | $3.15K | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 4 | $3.71K | 0.00% | +1+33.3% | Added |
| Hartford Financial Management Inc. | 4 | $4.21K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 4 | $4.21K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 4 | $4.21K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4 | $4.21K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 4 | $4.21K | 0.00% | +4 | New |
| Kozak & Associates, Inc. | 5 | $5.04K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 5 | $5.25K | 0.00% | +2+66.7% | Added |
| South State Corp. | 5 | $5.26K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 5 | $5.26K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 5 | $5.26K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5 | $5.26K | 0.00% | +5 | New |
| Beaird Harris Wealth Management, LLC | 5 | $5.26K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 5 | $5.26K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $6.31K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 6 | $6.31K | 0.00% | +6 | New |
| Naples Money Management LLC | 6 | $6.31K | 0.01% | +6 | New |
| Coppell Advisory Solutions LLC | 7 | $7.30K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 7 | $7.36K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 7 | $7.36K | 0.01% | 00.0% | Unchanged |
| 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 |
| Hollencrest Capital Management | 8 | $8.41K | 0.00% | +1+14.3% | Added |
| Wolff Wiese Magana LLC | 8 | $8.41K | 0.01% | +6+300.0% | Added |
| SJS Investment Consulting Inc. | 8 | $8.41K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 11 | $8.61K | 0.00% | +11 | New |
| Penserra Capital Management LLC | 9 | $9.00K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 9 | $9.46K | 0.00% | +9 | New |
| Chilton Capital Management LLC | 9 | $9.46K | 0.00% | −11−55.0% | Reduced |
| Christopher J. Hasenberg, Inc | 10 | $10.1K | 0.00% | +10 | New |
| Sound Income Strategies, LLC | 10 | $10.5K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $10.5K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 10 | $10.5K | 0.00% | +10 | New |
| Reston Wealth Management LLC | 10 | $10.5K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $10.5K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 10 | $10.5K | 0.00% | +10 | New |
| Colonial Trust Co | 11 | $11.0K | 0.00% | +2+22.2% | Added |
| Compass Wealth Management LLC | 11 | $11.6K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 12 | $12.6K | 0.01% | +12 | New |
| Avion Wealth | 13 | $13.0K | 0.00% | +2+18.2% | Added |
| Financial Network Wealth Advisors LLC | 13 | $13.7K | 0.01% | +4+44.4% | Added |
| Capital Performance Advisors LLP | 13 | $13.7K | 0.00% | +13 | New |
| Moisand Fitzgerald Tamayo, LLC | 13 | $13.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $14.0K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 14 | $14.7K | 0.01% | +14 | New |
| Addison Advisors LLC | 14 | $14.7K | 0.00% | −2−12.5% | Reduced |
| 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% | 00.0% | Unchanged |
| Asset Dedication, LLC | 15 | $15.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $15.8K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 16 | $16.8K | 0.00% | +15+1,500.0% | Added |
| Raffa Wealth Management, LLC | 18 | $18.9K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 18 | $18.9K | 0.00% | +18 | New |
| Pacific Capital Wealth Advisors, Inc | 19 | $20.0K | 0.00% | +2+11.8% | Added |
| Talon Private Wealth, LLC | 19 | $20.0K | 0.00% | +19 | New |
| Close Asset Management Ltd | 19 | $20.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 20 | $21.0K | 0.00% | −25−55.6% | Reduced |
| 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 |
| Eastern Bank | 20 | $21.0K | 0.00% | +20 | New |
| Hexagon Capital Partners LLC | 21 | $22.1K | 0.00% | +8+61.5% | Added |
| Stephens Consulting, LLC | 21 | $22.1K | 0.01% | −4−16.0% | Reduced |
| FWL Investment Management, LLC | 22 | $23.1K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 23 | $24.2K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 23 | $24.2K | 0.02% | +8+53.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 24 | $25.0K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 24 | $25.2K | 0.02% | +9+60.0% | Added |