| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Asset Dedication, LLC | 0 | $40 | 0.00% | −168−100.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $99 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $198 | 0.00% | −1−33.3% | Reduced |
| West Paces Advisors Inc. | 2 | $198 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 3 | $290 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $493 | 0.00% | +5 | New |
| Voisard Asset Management Group, Inc. | 5 | $494 | 0.00% | −120−96.0% | Reduced |
| Iron Horse Wealth Management, LLC | 5 | $494 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $497 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 7 | $588 | 0.00% | −6−46.2% | Reduced |
| Rise Advisors, LLC | 6 | $614 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 7 | $691 | 0.00% | +7 | New |
| Claris Advisors, LLC | 7 | $691 | 0.00% | +7 | New |
| Rakuten Securities, Inc. | 10 | $988 | 0.00% | +8+400.0% | Added |
| NVWM, LLC | 10 | $988 | 0.00% | +10 | New |
| Reston Wealth Management LLC | 10 | $988 | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 15 | $1.00K | 0.00% | −27−64.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $1.09K | 0.00% | +6+120.0% | Added |
| Trifecta Capital Advisors, LLC | 12 | $1.19K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 12 | $1.19K | 0.00% | +12 | New |
| Carolinas Wealth Consulting LLC | 15 | $1.48K | 0.00% | +10+200.0% | Added |
| Wolff Wiese Magana LLC | 16 | $1.58K | 0.00% | −38−70.4% | Reduced |
| Raffa Wealth Management, LLC | 18 | $1.78K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 18 | $1.78K | 0.00% | +18 | New |
| Fortitude Family Office, LLC | 19 | $1.88K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.88K | 0.00% | +1+5.6% | Added |
| Ancora Advisors, LLC | 19 | $1.88K | 0.00% | +2+11.8% | Added |
| First Financial Corp | 20 | $1.98K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $1.98K | 0.00% | −50−71.4% | Reduced |
| Harvest Fund Management Co., Ltd | 19 | $2.00K | 0.00% | +19 | New |
| Game Plan Financial Advisors, LLC | 22 | $2.17K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 22 | $2.17K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 22 | $2.22K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 23 | $2.27K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $2.29K | 0.00% | −1−4.2% | Reduced |
| Raleigh Capital Management Inc. | 25 | $2.47K | 0.00% | +6+31.6% | Added |
| Red Tortoise LLC | 29 | $2.86K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 30 | $2.96K | 0.00% | −29−49.2% | Reduced |
| Abound Wealth Management | 33 | $3.26K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 34 | $3.36K | 0.00% | +34 | New |
| Macroview Investment Management LLC | 35 | $3.46K | 0.00% | +35 | New |
| Legacy Investment Solutions, LLC | 42 | $3.50K | 0.00% | +42 | New |
| Legacy Wealth Managment, LLC | 42 | $3.50K | 0.00% | +42 | New |
| Aster Capital Management (DIFC) Ltd | 38 | $3.75K | 0.00% | +38 | New |
| Motco | 39 | $3.85K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 39 | $3.87K | 0.00% | +1+2.6% | Added |
| Delta Asset Management LLC | 45 | $4.45K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 46 | $4.54K | 0.00% | −205−81.7% | Reduced |
| True Wealth Design, LLC | 47 | $4.64K | 0.00% | −8,381−99.4% | Reduced |
| Bell Investment Advisors, Inc | 48 | $4.74K | 0.00% | −13−21.3% | Reduced |
| Northwest Financial Advisors | 49 | $4.82K | 0.00% | +49 | New |
| Bruce G. Allen Investments, LLC | 50 | $4.94K | 0.00% | −4−7.4% | Reduced |
| Bogart Wealth, LLC | 50 | $4.94K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 50 | $4.94K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $4.94K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 50 | $4.94K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 53 | $5.24K | 0.00% | −64,285−99.9% | Reduced |
| Eagle Bay Advisors LLC | 53 | $5.24K | 0.00% | +25+89.3% | Added |
| ORG Partners LLC | 53 | $5.26K | 0.00% | +1+1.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 55 | $5.52K | 0.00% | +3+5.8% | Added |
| Prestige Wealth Management Group LLC | 56 | $5.53K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 61 | $6.03K | 0.00% | −22−26.5% | Reduced |
| Aspect Partners, LLC | 67 | $6.62K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 68 | $6.72K | 0.00% | +36+112.5% | Added |
| Northwest Investment Counselors, LLC | 72 | $7.13K | 0.00% | +72 | New |
| NewSquare Capital LLC | 76 | $7.51K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 78 | $7.70K | 0.00% | −92−54.1% | Reduced |
| Fairfield Financial Advisors, LTD | 81 | $8.00K | 0.00% | +1+1.3% | Added |
| Winch Advisory Services, LLC | 85 | $8.37K | 0.00% | +1+1.2% | Added |
| DT Investment Partners, LLC | 86 | $8.49K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 90 | $8.93K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 92 | $9.09K | 0.00% | +24+35.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 95 | $9.42K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 100 | $9.88K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 100 | $9.88K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 101 | $9.98K | 0.00% | +81+405.0% | Added |
| Ashton Thomas Securities, LLC | 101 | $9.98K | 0.00% | +101 | New |
| Cornerstone Planning Group LLC | 102 | $10.0K | 0.00% | −28−21.5% | Reduced |
| Avion Wealth | 111 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 104 | $10.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $10.6K | 0.00% | +3+2.9% | Added |
| Compass Wealth Management LLC | 110 | $10.9K | 0.00% | −185−62.7% | Reduced |
| Aspire Private Capital, LLC | 111 | $11.0K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 118 | $11.6K | 0.01% | +117+11,700.0% | Added |
| Addison Advisors LLC | 119 | $11.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 123 | $12.1K | 0.00% | −110−47.2% | Reduced |
| Atlas Capital Advisors LLC | 129 | $12.7K | 0.00% | +32+33.0% | Added |
| Manchester Capital Management LLC | 131 | $12.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 128 | $13.0K | 0.00% | −4−3.0% | Reduced |
| Caitlin John, LLC | 178 | $14.8K | 0.01% | −4,695−96.3% | Reduced |
| South State Corp. | 150 | $14.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 155 | $15.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 154 | $15.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 155 | $15.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 155 | $15.3K | 0.00% | −25−13.9% | Reduced |
| New England Capital Financial Advisors LLC | 156 | $15.4K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 168 | $16.6K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 170 | $16.8K | 0.01% | +170 | New |