| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $107 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1 | $107 | 0.00% | +1 | New |
| West Paces Advisors Inc. | 2 | $213 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $213 | 0.00% | +1+100.0% | Added |
| Bokf, NA | 3 | $320 | 0.00% | −100−97.1% | Reduced |
| Valued Wealth Advisors LLC | 3 | $320 | 0.00% | +2+200.0% | Added |
| Delos Wealth Advisors, LLC | 4 | $427 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 5 | $533 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $533 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $533 | 0.00% | +1+25.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $533 | 0.00% | +5 | New |
| Unique Wealth Strategies, LLC | 5 | $542 | 0.00% | +5 | New |
| Rise Advisors, LLC | 6 | $658 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $853 | 0.00% | −10−55.6% | Reduced |
| Kelly Financial Services LLC | 12 | $1.28K | 0.00% | −17−58.6% | Reduced |
| Trifecta Capital Advisors, LLC | 12 | $1.28K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 13 | $1.39K | 0.00% | −10−43.5% | Reduced |
| Ridgewood Investments LLC | 13 | $1.41K | 0.00% | +13 | New |
| Larson Financial Group LLC | 15 | $1.62K | 0.00% | +10+200.0% | Added |
| Ancora Advisors, LLC | 17 | $1.81K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 17 | $1.81K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 18 | $1.92K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $1.92K | 0.00% | +3+20.0% | Added |
| Fortitude Family Office, LLC | 19 | $2.02K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 19 | $2.02K | 0.00% | +4+26.7% | Added |
| First Financial Corp | 20 | $2.13K | 0.00% | −51−71.8% | Reduced |
| CVA Family Office, LLC | 20 | $2.13K | 0.00% | +20 | New |
| Pacifica Partners Inc. | 22 | $2.30K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 22 | $2.34K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 22 | $2.35K | 0.00% | −22−50.0% | Reduced |
| Front Row Advisors LLC | 22 | $2.40K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 23 | $2.45K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 24 | $2.58K | 0.00% | −5−17.2% | Reduced |
| Global Trust Asset Management, LLC | 25 | $2.67K | 0.00% | −1,033−97.6% | Reduced |
| 1832 Asset Management L.P. | 25 | $2.67K | 0.00% | −7−21.9% | Reduced |
| Scarborough Advisors, LLC | 26 | $2.81K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 28 | $2.98K | 0.00% | +28 | New |
| Red Tortoise LLC | 29 | $3.09K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $3.41K | 0.00% | −21−39.6% | Reduced |
| Abound Wealth Management | 33 | $3.52K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 35 | $3.71K | 0.00% | +1+2.9% | Added |
| Gradient Investments LLC | 35 | $3.73K | 0.00% | +35 | New |
| Financial Management Professionals, Inc. | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 45 | $4.00K | 0.00% | +45 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 38 | $4.14K | 0.00% | +38 | New |
| Motco | 39 | $4.16K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 40 | $4.26K | 0.00% | +40 | New |
| Delta Asset Management LLC | 45 | $4.80K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $5.33K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 50 | $5.33K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $5.33K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 50 | $5.33K | 0.01% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 50 | $5.33K | 0.00% | +50 | New |
| ORG Partners LLC | 52 | $5.63K | 0.00% | +52 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 52 | $5.64K | 0.00% | −371−87.7% | Reduced |
| Bruce G. Allen Investments, LLC | 54 | $5.75K | 0.00% | −15−21.7% | Reduced |
| Wolff Wiese Magana LLC | 54 | $5.76K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 56 | $5.97K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 59 | $6.29K | 0.00% | +59 | New |
| Bell Investment Advisors, Inc | 61 | $6.50K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 67 | $7.14K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 68 | $7.25K | 0.00% | +6+9.7% | Added |
| SJS Investment Consulting Inc. | 70 | $7.46K | 0.00% | +52+288.9% | Added |
| NewSquare Capital LLC | 76 | $8.10K | 0.00% | −8−9.5% | Reduced |
| Fairfield Financial Advisors, LTD | 80 | $8.57K | 0.00% | +80 | New |
| SWS Partners | 83 | $8.89K | 0.00% | +83 | New |
| Winch Advisory Services, LLC | 84 | $8.97K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 86 | $9.17K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 90 | $9.61K | 0.01% | +90 | New |
| Sachetta, LLC | 83 | $9.77K | 0.00% | +40+93.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 95 | $10.1K | 0.00% | +95 | New |
| Atlas Capital Advisors LLC | 97 | $10.3K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 100 | $10.7K | 0.00% | −84−45.7% | Reduced |
| Tompkins Financial Corp | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 111 | $11.0K | 0.00% | +5+4.7% | Added |
| Farmers & Merchants Investments Inc | 104 | $11.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 104 | $11.1K | 0.00% | +15+16.9% | Added |
| Bullock Wealth Management Group | 109 | $11.6K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 111 | $11.8K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 114 | $12.2K | 0.00% | +29+34.1% | Added |
| Addison Advisors LLC | 119 | $12.7K | 0.00% | +119 | New |
| Cornerstone Planning Group LLC | 130 | $13.0K | 0.00% | +25+23.8% | Added |
| Voisard Asset Management Group, Inc. | 125 | $13.3K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 127 | $13.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 131 | $14.0K | 0.00% | +17+14.9% | Added |
| GW&K Investment Management, LLC | 132 | $14.0K | 0.00% | +27+25.7% | Added |
| Hexagon Capital Partners LLC | 134 | $14.3K | 0.00% | −3−2.2% | Reduced |
| South State Corp. | 150 | $16.0K | 0.00% | +150 | New |
| St Germain D J Co Inc | 154 | $16.4K | 0.00% | −191−55.4% | Reduced |
| Whittier Trust Co | 155 | $16.5K | 0.00% | +131+545.8% | Added |
| Great Lakes Retirement, Inc. | 155 | $16.5K | 0.00% | +155 | New |
| New England Capital Financial Advisors LLC | 156 | $16.6K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 155 | $17.0K | 0.00% | +57+58.2% | Added |
| Plante Moran Financial Advisors, LLC | 162 | $17.3K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 168 | $17.9K | 0.01% | −177−51.3% | Reduced |
| Asset Dedication, LLC | 168 | $17.9K | 0.00% | +168 | New |
| McIlrath & Eck, LLC | 170 | $18.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 173 | $18.4K | 0.00% | 00.0% | Unchanged |