| Sofos Investments, Inc. | 0 | $47 | 0.00% | 0 | Unchanged |
| Rakuten Securities, Inc. | 1 | $155 | 0.00% | +1 | New |
| Delta Asset Management LLC | 2 | $309 | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 2 | $310 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 6 | $928 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 8 | $1.28K | 0.00% | +8 | New |
| Financial Synergies Wealth Advisors, Inc. | 14 | $1.45K | 0.00% | +2+16.7% | Added |
| Evermay Wealth Management LLC | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 13 | $2.01K | 0.00% | +13 | New |
| POM Investment Strategies, LLC | 13 | $2.01K | 0.00% | +13 | New |
| Bartlett & Co. Wealth Management LLC | 14 | $2.16K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 14 | $2.16K | 0.00% | +14 | New |
| Abound Wealth Management | 17 | $2.55K | 0.00% | +3+21.4% | Added |
| EntryPoint Capital, LLC | 17 | $2.63K | 0.00% | +17 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 17 | $2.63K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 18 | $2.78K | 0.00% | +18 | New |
| REAP Financial Group, LLC | 18 | $2.78K | 0.00% | +18 | New |
| Arlington Trust Co LLC | 21 | $3.25K | 0.00% | −20,688−99.9% | Reduced |
| HighMark Wealth Management LLC | 21 | $3.25K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 24 | $3.71K | 0.00% | +1+4.3% | Added |
| Motco | 25 | $3.87K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 24 | $4.00K | 0.00% | +24 | New |
| Gables Capital Management Inc. | 26 | $4.02K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 27 | $4.17K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 27 | $4.17K | 0.00% | +7+35.0% | Added |
| VisionPoint Advisory Group, LLC | 27 | $4.17K | 0.00% | +27 | New |
| Princeton Global Asset Management LLC | 28 | $4.33K | 0.00% | +28 | New |
| Western Pacific Wealth Management, LP | 30 | $4.64K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 32 | $4.95K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 34 | $5.26K | 0.00% | +34 | New |
| Cornerstone Planning Group LLC | 36 | $5.57K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 35 | $5.57K | 0.00% | +35 | New |
| Creekmur Asset Management LLC | 38 | $5.87K | 0.00% | +38 | New |
| Glen Eagle Advisors, LLC | 40 | $6.18K | 0.00% | −10−20.0% | Reduced |
| ORG Partners LLC | 41 | $6.34K | 0.00% | −9−18.0% | Reduced |
| Gradient Investments LLC | 41 | $6.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $6.34K | 0.00% | −7−14.6% | Reduced |
| Geneos Wealth Management Inc. | 48 | $7.42K | 0.00% | −157−76.6% | Reduced |
| Albion Financial Group | 48 | $7.42K | 0.00% | +48 | New |
| Anchor Investment Management, LLC | 50 | $7.73K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 51 | $7.88K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 51 | $7.88K | 0.01% | +51 | New |
| Sound Income Strategies, LLC | 53 | $8.19K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 56 | $8.66K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 60 | $9.28K | 0.01% | +60 | New |
| Carolinas Wealth Consulting LLC | 64 | $9.82K | 0.00% | −5−7.2% | Reduced |
| Key Financial Inc | 65 | $10.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 66 | $10.2K | 0.00% | −9−12.0% | Reduced |
| Focused Wealth Management, Inc | 70 | $10.8K | 0.00% | +70 | New |
| Valley National Advisers Inc | 76 | $11.0K | 0.00% | +51+204.0% | Added |
| Colonial Trust Co | 75 | $11.6K | 0.00% | −51−40.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 80 | $12.4K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 83 | $12.8K | 0.01% | +83 | New |
| Prestige Wealth Management Group LLC | 87 | $13.4K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 92 | $14.2K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 97 | $15.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 98 | $15.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $15.5K | 0.00% | +100 | New |
| GW&K Investment Management, LLC | 105 | $16.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 106 | $16.4K | 0.00% | −82−43.6% | Reduced |
| Coppell Advisory Solutions LLC | 106 | $16.4K | 0.00% | +106 | New |
| Farmers & Merchants Investments Inc | 114 | $17.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $17.8K | 0.00% | +115 | New |
| Sugarloaf Wealth Management, LLC | 118 | $18.2K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $19.3K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 132 | $20.4K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 135 | $20.9K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 136 | $21.0K | 0.00% | +74+119.4% | Added |
| Washington Trust Advisors, Inc. | 140 | $21.6K | 0.00% | −8−5.4% | Reduced |
| Macquarie Group Ltd | 141 | $22.0K | 0.00% | +26+22.6% | Added |
| Jones Financial Companies LLLP | 143 | $22.1K | 0.00% | +114+393.1% | Added |
| DSM Capital Partners LLC | 148 | $22.9K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 149 | $23.0K | 0.00% | +149 | New |
| Rothschild Investment LLC | 154 | $23.8K | 0.00% | +154 | New |
| Cambridge Trust Co | 155 | $24.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 160 | $24.7K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 166 | $25.7K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 168 | $26.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 187 | $29.0K | 0.03% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 191 | $29.5K | 0.00% | +8+4.4% | Added |
| Bessemer Group Inc | 190 | $30.0K | 0.00% | +55+40.7% | Added |
| Toth Financial Advisory Corp | 200 | $30.9K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 200 | $30.9K | 0.00% | +200 | New |
| Wetzel Investment Advisors, Inc. | 201 | $31.0K | 0.02% | +201 | New |
| FinTrust Capital Advisors, LLC | 204 | $31.5K | 0.01% | −70−25.5% | Reduced |
| LM Advisors LLC | 205 | $31.6K | 0.01% | +205 | New |
| Larson Financial Group LLC | 212 | $32.8K | 0.00% | +212 | New |
| Beaird Harris Wealth Management, LLC | 215 | $33.2K | 0.00% | +15+7.5% | Added |
| JFS Wealth Advisors, LLC | 215 | $33.2K | 0.00% | +46+27.2% | Added |
| JCIC Asset Management Inc. | 223 | $34.5K | 0.02% | −7−3.0% | Reduced |
| Bogart Wealth, LLC | 227 | $35.1K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 243 | $37.0K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 241 | $37.3K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 199 | $37.4K | 0.02% | +109+121.1% | Added |
| Frazier Financial Advisors, LLC | 249 | $38.5K | 0.03% | +249 | New |
| Clearstead Advisors, LLC | 251 | $38.8K | 0.00% | +188+298.4% | Added |