| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | −537−99.8% | Reduced |
| Ogorek Anthony Joseph | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Luken Investment Analytics, LLC | 1 | $241 | 0.00% | +1 | New |
| Elevated Capital Advisors, LLC | 1 | $241 | 0.00% | +1 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $255 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 2 | $438 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2 | $482 | 0.00% | −3−60.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 2 | $482 | 0.00% | −2−50.0% | Reduced |
| Retirement Wealth Solutions LLC | 2 | $482 | 0.00% | −1−33.3% | Reduced |
| Quaker Wealth Management, LLC | 2 | $482 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $482 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 2 | $482 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $482 | 0.00% | +1+100.0% | Added |
| Chilton Capital Management LLC | 2 | $482 | 0.00% | +2 | New |
| Trust Co | 2 | $482 | 0.00% | +2 | New |
| Crewe Advisors LLC | 2 | $482 | 0.00% | +2 | New |
| Bare Financial Services, Inc | 2 | $482 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $569 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3 | $723 | 0.00% | −9−75.0% | Reduced |
| United Community Bank | 3 | $723 | 0.00% | −4−57.1% | Reduced |
| HFM Investment Advisors, LLC | 3 | $723 | 0.00% | −1−25.0% | Reduced |
| DecisionPoint Financial, LLC | 3 | $723 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3 | $723 | 0.00% | +3 | New |
| Aspect Partners, LLC | 3 | $723 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $963 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4 | $963 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 4 | $963 | 0.00% | +4 | New |
| 1015 Capital Partners, LLC | 4 | $963 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $964 | 0.00% | +1+33.3% | Added |
| SHP Wealth Management | 4 | $964 | 0.00% | +4 | New |
| T. Rowe Price Investment Management, Inc. | 4 | $1.00K | 0.00% | −4−50.0% | Reduced |
| Investors Portfolio Services LLC | 4 | $1.02K | 0.00% | +4 | New |
| USA Financial Portformulas Corp | 5 | $1.20K | 0.00% | −2,017−99.8% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $1.20K | 0.00% | −1,333−99.6% | Reduced |
| Addison Advisors LLC | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 5 | $1.21K | 0.00% | +5 | New |
| NVWM, LLC | 6 | $1.45K | 0.00% | +1+20.0% | Added |
| Dogwood Wealth Management LLC | 6 | $1.45K | 0.00% | +1+20.0% | Added |
| TFC Financial Management | 6 | $1.45K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $1.45K | 0.00% | +1+20.0% | Added |
| Signature Resources Capital Management, LLC | 7 | $1.69K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 7 | $1.69K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 7 | $1.74K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 8 | $1.93K | 0.00% | +8 | New |
| Bryn Mawr Trust Co | 8 | $1.93K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $2.17K | 0.00% | −1−10.0% | Reduced |
| North Star Investment Management Corp. | 9 | $2.17K | 0.00% | +9 | New |
| Wealth Enhancement Trust Services, Inc. | 9 | $2.17K | 0.00% | +9 | New |
| Strategic Advocates LLC | 9 | $2.19K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 10 | $2.41K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $2.41K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 10 | $2.41K | 0.00% | +10 | New |
| Clayton Financial Group LLC | 10 | $2.41K | 0.00% | +10 | New |
| Rossby Financial, LCC | 10 | $2.41K | 0.00% | +10 | New |
| Wilkerson Advisory Group LLC | 10 | $2.41K | 0.00% | +10 | New |
| Strive Financial Group ,LLC | 10 | $2.41K | 0.00% | +10 | New |
| Hughes Financial Services, LLC | 12 | $2.89K | 0.00% | +2+20.0% | Added |
| IMG Wealth Management, Inc. | 12 | $2.89K | 0.00% | +8+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $2.89K | 0.00% | −1−7.7% | Reduced |
| SJS Investment Consulting Inc. | 12 | $2.89K | 0.00% | −80−87.0% | Reduced |
| Dunhill Financial, LLC | 14 | $3.29K | 0.00% | +2+16.7% | Added |
| Sound Income Strategies, LLC | 13 | $3.35K | 0.00% | +11+550.0% | Added |
| First Horizon Corp | 14 | $3.37K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $3.37K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 14 | $3.37K | 0.00% | +14 | New |
| Prestige Wealth Management Group LLC | 14 | $3.37K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 15 | $3.61K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 15 | $3.61K | 0.00% | +15 | New |
| Cornerstone Financial Management LLC | 15 | $3.61K | 0.00% | +15 | New |
| Jessup Wealth Management, Inc | 16 | $3.74K | 0.00% | +16 | New |
| Altshuler Shaham Ltd | 16 | $3.85K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $3.86K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 18 | $4.34K | 0.00% | −2−10.0% | Reduced |
| AdvisorNet Financial, Inc | 18 | $4.34K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 18 | $4.34K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 18 | $4.34K | 0.00% | +2+12.5% | Added |
| Transamerica Financial Advisors, Inc. | 18 | $4.34K | 0.00% | +5+38.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17 | $4.34K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 19 | $4.58K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 20 | $4.82K | 0.00% | −4−16.7% | Reduced |
| First Pacific Financial | 20 | $4.82K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 20 | $4.86K | 0.00% | +20 | New |
| American Wealth Advisors, LLC | 21 | $4.98K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 21 | $5.06K | 0.00% | +21 | New |
| Caldwell Trust Co | 22 | $5.30K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 22 | $5.37K | 0.00% | −878−97.6% | Reduced |
| Activest Wealth Management | 23 | $5.54K | 0.00% | −18−43.9% | Reduced |
| Inlight Wealth Management, LLC | 23 | $5.54K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 24 | $5.78K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 24 | $5.78K | 0.00% | +2+9.1% | Added |
| Ulland Investment Advisors, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 25 | $6.02K | 0.00% | +13+108.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 25 | $6.04K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 26 | $6.26K | 0.00% | +15+136.4% | Added |
| Armstrong Advisory Group, Inc | 27 | $6.50K | 0.00% | −19−41.3% | Reduced |
| Cornerstone Planning Group LLC | 28 | $7.22K | 0.00% | −623−95.7% | Reduced |
| Marquette Asset Management, LLC | 30 | $7.23K | 0.00% | +8+36.4% | Added |
| Caitlin John, LLC | 31 | $7.47K | 0.00% | −5,664−99.5% | Reduced |
| Johnson Financial Group, Inc. | 31 | $7.47K | 0.00% | −6−16.2% | Reduced |