| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $108 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $108 | 0.00% | +1 | New |
| DHJJ Financial Advisors, Ltd. | 1 | $109 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $109 | 0.00% | +1 | New |
| Colonial Trust Advisors | 2 | $217 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $217 | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 4 | $426 | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 4 | $433 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $434 | 0.00% | +4 | New |
| Iron Horse Wealth Management, LLC | 5 | $542 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $542 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 5 | $542 | 0.00% | +5 | New |
| NVWM, LLC | 5 | $542 | 0.00% | +5 | New |
| Western Pacific Wealth Management, LP | 5 | $542 | 0.00% | +5 | New |
| Larson Financial Group LLC | 5 | $559 | 0.00% | −14−73.7% | Reduced |
| Rise Advisors, LLC | 6 | $664 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 12 | $1.30K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $1.63K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 15 | $1.63K | 0.00% | +15 | New |
| Ancora Advisors, LLC | 17 | $1.84K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 18 | $1.95K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $1.95K | 0.00% | +3+20.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 18 | $1.95K | 0.00% | +18 | New |
| Fortitude Family Office, LLC | 19 | $2.06K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 19 | $2.06K | 0.00% | +19 | New |
| Continuum Advisory, LLC | 23 | $2.12K | 0.00% | +23 | New |
| Retirement Group, LLC | 21 | $2.27K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 22 | $2.31K | 0.00% | −403−94.8% | Reduced |
| Game Plan Financial Advisors, LLC | 22 | $2.38K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 22 | $2.44K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 23 | $2.49K | 0.00% | −11−32.4% | Reduced |
| Whittier Trust Co | 24 | $2.60K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 26 | $2.84K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 28 | $3.03K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 29 | $3.14K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 29 | $3.14K | 0.00% | +4+16.0% | Added |
| TFC Financial Management | 29 | $3.16K | 0.00% | +1+3.6% | Added |
| 1832 Asset Management L.P. | 32 | $3.47K | 0.00% | +32 | New |
| Abound Wealth Management | 33 | $3.58K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 34 | $3.68K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 33 | $3.71K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 34 | $3.74K | 0.00% | 00.0% | Unchanged |
| Motco | 39 | $4.22K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 40 | $4.37K | 0.00% | +2+5.3% | Added |
| Financial Synergies Wealth Advisors, Inc. | 41 | $4.44K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 43 | $4.83K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 45 | $4.87K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 45 | $4.87K | 0.00% | +10+28.6% | Added |
| Financial Management Professionals, Inc. | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 44 | $5.00K | 0.00% | +44 | New |
| Fortis Group Advisors, LLC | 50 | $5.42K | 0.00% | −50−50.0% | Reduced |
| Bogart Wealth, LLC | 50 | $5.42K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 50 | $5.42K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 50 | $5.42K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 50 | $5.42K | 0.00% | +50 | New |
| Redmont Wealth Advisors LLC | 50 | $5.42K | 0.01% | +50 | New |
| Mendota Financial Group, LLC | 51 | $5.53K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 53 | $5.74K | 0.00% | +32+152.4% | Added |
| Wolff Wiese Magana LLC | 54 | $5.85K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 56 | $6.07K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $6.61K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 62 | $6.72K | 0.00% | +1+1.6% | Added |
| Aspect Partners, LLC | 67 | $7.26K | 0.01% | 00.0% | Unchanged |
| AM Squared Ltd | 68 | $7.37K | 0.02% | +68 | New |
| Bruce G. Allen Investments, LLC | 69 | $7.47K | 0.01% | +15+27.8% | Added |
| First Financial Corp | 71 | $7.69K | 0.00% | +51+255.0% | Added |
| Northwest Investment Counselors, LLC | 72 | $7.80K | 0.00% | +72 | New |
| Winch Advisory Services, LLC | 84 | $9.05K | 0.00% | +1+1.2% | Added |
| NewSquare Capital LLC | 84 | $9.10K | 0.00% | +76+950.0% | Added |
| Institutional & Family Asset Management, LLC | 85 | $9.21K | 0.00% | +85 | New |
| DT Investment Partners, LLC | 86 | $9.32K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 89 | $9.64K | 0.00% | +5+6.0% | Added |
| Cornerstone Planning Group LLC | 105 | $9.71K | 0.00% | +12+12.9% | Added |
| Atlas Capital Advisors LLC | 97 | $10.5K | 0.00% | −51−34.5% | Reduced |
| Tompkins Financial Corp | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 100 | $10.8K | 0.03% | +100 | New |
| GW&K Investment Management, LLC | 105 | $11.0K | 0.00% | −1−0.9% | Reduced |
| Capital Advisors, Ltd. LLC | 98 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 103 | $11.0K | 0.00% | −130−55.8% | Reduced |
| Farmers & Merchants Investments Inc | 104 | $11.3K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 109 | $11.7K | 0.01% | +109 | New |
| Avion Wealth | 106 | $12.0K | 0.00% | −6−5.4% | Reduced |
| Aspire Private Capital, LLC | 111 | $12.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 114 | $12.3K | 0.00% | −13−10.2% | Reduced |
| Distillate Capital Partners LLC | 124 | $13.4K | 2.26% | +1+0.8% | Added |
| Voisard Asset Management Group, Inc. | 125 | $13.5K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 127 | $13.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 123 | $13.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 137 | $14.8K | 0.00% | −28−17.0% | Reduced |
| Tucker Asset Management LLC | 150 | $16.2K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 156 | $16.9K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 162 | $17.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 170 | $18.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 173 | $18.7K | 0.00% | +126+268.1% | Added |
| CoreCap Advisors, LLC | 178 | $19.3K | 0.00% | +178 | New |
| Broadwater Capital Management LLC | 180 | $19.5K | 0.01% | +1+0.6% | Added |
| City Holding Co | 182 | $19.7K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 184 | $19.9K | 0.01% | +84+84.0% | Added |
| Ronald Blue Trust, Inc. | 187 | $20.3K | 0.00% | +25+15.4% | Added |