| Cape Investment Advisory, Inc. | 3 | $147 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3 | $148 | 0.00% | +3 | New |
| Crewe Advisors LLC | 3 | $148 | 0.00% | +3 | New |
| Whittier Trust Co of Nevada Inc | 5 | $245 | 0.00% | −1−16.7% | Reduced |
| Godsey & Gibb Associates | 5 | $246 | 0.00% | +2+66.7% | Added |
| SWAN Capital LLC | 6 | $294 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $294 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 7 | $343 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $357 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $490 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 11 | $580 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $589 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 14 | $687 | 0.00% | +6+75.0% | Added |
| UMA Financial Services, Inc. | 15 | $736 | 0.00% | +15 | New |
| Colonial Trust Co | 16 | $784 | 0.00% | −24−60.0% | Reduced |
| REAP Financial Group, LLC | 20 | $980 | 0.00% | +10+100.0% | Added |
| BFSG, LLC | 20 | $981 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 20 | $981 | 0.00% | +20 | New |
| Stephens Consulting, LLC | 22 | $1.08K | 0.00% | +22 | New |
| Tortoise Investment Management, LLC | 23 | $1.13K | 0.00% | +23 | New |
| True Wealth Design, LLC | 23 | $1.13K | 0.00% | +12+109.1% | Added |
| Aspect Partners, LLC | 24 | $1.18K | 0.00% | −3−11.1% | Reduced |
| Principia Wealth Advisory, LLC | 25 | $1.23K | 0.00% | −4−13.8% | Reduced |
| NVWM, LLC | 26 | $1.27K | 0.00% | −5−16.1% | Reduced |
| Clark Wealth Partners | 29 | $1.42K | 0.00% | −94−76.4% | Reduced |
| Hughes Financial Services, LLC | 31 | $1.45K | 0.00% | −43−58.1% | Reduced |
| Missouri Trust & Investment Co | 30 | $1.47K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 32 | $1.57K | 0.00% | +32 | New |
| TFC Financial Management | 36 | $1.76K | 0.00% | +19+111.8% | Added |
| Dunhill Financial, LLC | 36 | $1.77K | 0.00% | −21−36.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 38 | $1.86K | 0.00% | −22,453−99.8% | Reduced |
| WealthTrak Capital Management LLC | 45 | $2.21K | 0.00% | +20+80.0% | Added |
| Christopher J. Hasenberg, Inc | 49 | $2.40K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 50 | $2.45K | 0.00% | +50 | New |
| West Financial Advisors, LLC | 50 | $2.45K | 0.00% | +50 | New |
| Pinney & Scofield, Inc. | 50 | $2.45K | 0.00% | +50 | New |
| Valued Wealth Advisors LLC | 51 | $2.50K | 0.00% | +33+183.3% | Added |
| Abound Wealth Management | 57 | $2.79K | 0.00% | −28−32.9% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 60 | $2.94K | 0.00% | +15+33.3% | Added |
| Roble, Belko & Company, Inc | 61 | $3.00K | 0.00% | +3+5.2% | Added |
| First Horizon Advisors, Inc. | 63 | $3.10K | 0.00% | −1,442−95.8% | Reduced |
| Raffa Wealth Management, LLC | 64 | $3.14K | 0.00% | +54+540.0% | Added |
| Kilter Group LLC | 65 | $3.19K | 0.00% | +65 | New |
| Bernard Wealth Management Corp. | 70 | $3.43K | 0.00% | −1,000−93.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 70 | $3.43K | 0.00% | +70 | New |
| Smallwood Wealth Investment Management, LLC | 72 | $3.53K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 75 | $3.54K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 74 | $3.63K | 0.00% | +3+4.2% | Added |
| CBIZ Investment Advisory Services, LLC | 74 | $3.63K | 0.00% | +74 | New |
| Private Wealth Management Group, LLC | 85 | $4.17K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 85 | $4.17K | 0.00% | +6+7.6% | Added |
| Cornerstone Planning Group LLC | 76 | $4.35K | 0.00% | +23+43.4% | Added |
| Frazier Financial Advisors, LLC | 90 | $4.41K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 90 | $4.41K | 0.00% | +19+26.8% | Added |
| HHM Wealth Advisors, LLC | 100 | $4.90K | 0.00% | −10−9.1% | Reduced |
| Islay Capital Management, LLC | 100 | $4.90K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 100 | $4.90K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 100 | $4.90K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 100 | $4.90K | 0.00% | +100 | New |
| Berbice Capital Management LLC | 100 | $4.90K | 0.00% | +100 | New |
| South State Corp. | 101 | $4.95K | 0.00% | −179−63.9% | Reduced |
| Sachetta, LLC | 103 | $5.05K | 0.00% | −135−56.7% | Reduced |
| Bokf, NA | 104 | $5.10K | 0.00% | +4+4.0% | Added |
| Howard Hughes Medical Institute | 108 | $5.29K | 0.00% | +108 | New |
| Horizon Financial Services, LLC | 110 | $5.39K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 110 | $5.39K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 111 | $5.44K | 0.00% | +85+326.9% | Added |
| Capital Advisors, Ltd. LLC | 122 | $6.00K | 0.00% | +57+87.7% | Added |
| Transce3nd, LLC | 125 | $6.13K | 0.00% | +125 | New |
| Arcadia Investment Management Corp | 125 | $6.13K | 0.00% | +125 | New |
| Arcadia Investment Advisors LLC | 131 | $6.42K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 145 | $7.11K | 0.00% | +75+107.1% | Added |
| PFS Partners, LLC | 150 | $7.35K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $7.35K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 150 | $7.39K | 0.00% | −45,000−99.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 166 | $8.14K | 0.01% | −16,142−99.0% | Reduced |
| Optiver Holding B.V. | 173 | $8.48K | 0.00% | +173 | New |
| Winch Advisory Services, LLC | 188 | $9.21K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 197 | $9.65K | 0.00% | +197 | New |
| Investors Research Corp | 200 | $9.80K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 200 | $9.80K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 200 | $9.80K | 0.00% | +200 | New |
| Evolution Wealth Management Inc. | 200 | $9.80K | 0.01% | +200 | New |
| Hilltop National Bank | 200 | $9.80K | 0.00% | +200 | New |
| Oliver Lagore Vanvalin Investment Group | 290 | $9.93K | 0.00% | +290 | New |
| Compass Financial Services Inc | 237 | $11.6K | 0.01% | +50+26.7% | Added |
| Wolff Wiese Magana LLC | 245 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 250 | $12.3K | 0.01% | +250 | New |
| Meeder Asset Management Inc | 255 | $12.5K | 0.00% | −28−9.9% | Reduced |
| Richard W. Paul & Associates, LLC | 270 | $13.2K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 275 | $13.5K | 0.01% | +275 | New |
| First PREMIER Bank | 290 | $14.0K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 374 | $14.7K | 0.01% | +374 | New |
| Legacy Wealth Managment, LLC | 300 | $14.7K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 300 | $14.7K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 300 | $14.7K | 0.00% | +50+20.0% | Added |
| Bank of New Hampshire | 300 | $14.7K | 0.00% | +100+50.0% | Added |
| Olistico Wealth, LLC | 300 | $14.7K | 0.01% | +100+50.0% | Added |
| Legacy Investment Solutions, LLC | 300 | $14.7K | 0.01% | +300 | New |
| MV Capital Management, Inc. | 311 | $15.2K | 0.00% | −34−9.9% | Reduced |