| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Creekmur Asset Management LLC | 0 | $88 | 0.00% | 0 | Unchanged |
| Chesapeake Asset Management LLC | 1 | $200 | 0.00% | +1 | New |
| First Personal Financial Services | 1 | $201 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $201 | 0.00% | +1 | New |
| Continuum Advisory, LLC | 2 | $419 | 0.00% | +2 | New |
| Sound Income Strategies, LLC | 3 | $603 | 0.00% | −51−94.4% | Reduced |
| ClariVest Asset Management LLC | 4 | $779 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $803 | 0.00% | +2+100.0% | Added |
| Transamerica Financial Advisors, Inc. | 5 | $1.00K | 0.00% | −193−97.5% | Reduced |
| Riverview Trust Co | 5 | $1.00K | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $1.18K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 7 | $1.41K | 0.00% | +7 | New |
| FPC Investment Advisory, Inc. | 8 | $1.59K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 11 | $2.21K | 0.00% | +5+83.3% | Added |
| Harbor Investment Advisory, LLC | 12 | $2.41K | 0.00% | −2−14.3% | Reduced |
| Live Oak Investment Partners | – | $2.41K | 0.00% | – | – |
| Riggs Asset Managment Co. Inc. | 12 | $2.41K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 13 | $2.61K | 0.00% | −84−86.6% | Reduced |
| Annapolis Financial Services, LLC | 13 | $2.61K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 13 | $2.61K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 14 | $2.81K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 15 | $3.01K | 0.00% | −127−89.4% | Reduced |
| Valued Wealth Advisors LLC | 15 | $3.01K | 0.00% | +6+66.7% | Added |
| Red Tortoise LLC | 17 | $3.41K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 17 | $3.41K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 19 | $3.82K | 0.00% | −1−5.0% | Reduced |
| Caldwell Trust Co | 22 | $4.42K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $4.82K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27 | $5.00K | 0.00% | −2,114−98.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $5.02K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 25 | $5.02K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 26 | $5.22K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 26 | $5.22K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 26 | $5.22K | 0.00% | +2+8.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 28 | $5.62K | 0.00% | −96−77.4% | Reduced |
| SJS Investment Consulting Inc. | 28 | $5.62K | 0.00% | −1−3.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 31 | $6.23K | 0.00% | −31−50.0% | Reduced |
| Meeder Asset Management Inc | 31 | $6.23K | 0.00% | +31 | New |
| TFC Financial Management | 31 | $6.23K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 35 | $7.00K | 0.00% | +2+6.1% | Added |
| Aspect Partners, LLC | 35 | $7.03K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 39 | $7.84K | 0.00% | +1+2.6% | Added |
| LRI Investments, LLC | 38 | $7.96K | 0.00% | +22+137.5% | Added |
| Dunhill Financial, LLC | 42 | $8.48K | 0.00% | +23+121.1% | Added |
| Arcadia Investment Management Corp | 44 | $8.84K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 44 | $8.84K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 45 | $9.04K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 45 | $9.04K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 50 | $10.0K | 0.00% | +50 | New |
| Coston, McIsaac & Partners | 58 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 57 | $11.0K | 0.00% | +46+418.2% | Added |
| TD Capital Management LLC | 56 | $11.3K | 0.00% | +12+27.3% | Added |
| Jaffetilchin Investment Partners, LLC | 60 | $12.1K | 0.00% | +60 | New |
| Fortitude Family Office, LLC | 61 | $12.3K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 67 | $13.5K | 0.00% | +67 | New |
| Cornerstone Planning Group LLC | 68 | $13.9K | 0.00% | −38−35.8% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 73 | $14.7K | 0.00% | −79−52.0% | Reduced |
| Eagle Bay Advisors LLC | 73 | $14.7K | 0.01% | +8+12.3% | Added |
| True Wealth Design, LLC | 76 | $15.3K | 0.01% | +67+744.4% | Added |
| Tradewinds Capital Management, LLC | 85 | $17.1K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 86 | $17.2K | 0.01% | +7+8.9% | Added |
| Northwest Financial Advisors | 86 | $17.3K | 0.01% | +86 | New |
| GW&K Investment Management, LLC | 90 | $18.0K | 0.00% | +2+2.3% | Added |
| Clean Yield Group | 90 | $18.1K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 94 | $18.8K | 0.00% | +1+1.1% | Added |
| Northwest Investment Counselors, LLC | 96 | $19.4K | 0.00% | +96 | New |
| Private Wealth Management Group, LLC | 98 | $19.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 99 | $19.8K | 0.01% | +1+1.0% | Added |
| American National Bank | 100 | $20.1K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $20.1K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 103 | $20.7K | 0.00% | −8−7.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 103 | $20.7K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 104 | $20.9K | 0.01% | +104 | New |
| Grove Bank & Trust | 105 | $21.1K | 0.00% | +47+81.0% | Added |
| Darwin Advisors, LLC | 106 | $21.3K | 0.01% | +106 | New |
| Bell Investment Advisors, Inc | 106 | $21.3K | 0.00% | +5+5.0% | Added |
| Tortoise Investment Management, LLC | 108 | $21.7K | 0.00% | +44+68.8% | Added |
| Larson Financial Group LLC | 109 | $21.8K | 0.00% | +103+1,716.7% | Added |
| MV Capital Management, Inc. | 115 | $23.1K | 0.00% | +2+1.8% | Added |
| JFS Wealth Advisors, LLC | 115 | $23.1K | 0.00% | +3+2.7% | Added |
| Laurel Wealth Advisors LLC | 118 | $23.7K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 121 | $24.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 123 | $24.6K | 0.00% | +1+0.8% | Added |
| FSA Wealth Management LLC | 123 | $24.7K | 0.01% | +123 | New |
| Barrett & Company, Inc. | 125 | $25.1K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 127 | $25.5K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 131 | $26.0K | 0.01% | +1+0.8% | Added |
| Covestor Ltd | 134 | $27.0K | 0.02% | +1+0.8% | Added |
| Wolff Wiese Magana LLC | 140 | $28.1K | 0.02% | +109+351.6% | Added |
| Solstein Capital, LLC | 144 | $28.9K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 144 | $28.9K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 148 | $29.7K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 150 | $30.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 153 | $30.7K | 0.00% | +153 | New |
| Webster Bank, N. A. | 156 | $31.3K | 0.00% | +156 | New |
| WealthCollab, LLC | 159 | $31.9K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 160 | $32.1K | 0.00% | −58−26.6% | Reduced |
| Godsey & Gibb Associates | 160 | $32.1K | 0.00% | −5−3.0% | Reduced |