| Covestor Ltd | 7 | $0 | 0.00% | −1−12.5% | Reduced |
| Kiker Wealth Management, LLC | 1 | $31 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $93 | 0.00% | +2 | New |
| Cypress Capital Management LLC (WY) | 2 | $122 | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 2 | $122 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3 | $183 | 0.00% | −6,256−100.0% | Reduced |
| GoalVest Advisory LLC | 3 | $183 | 0.00% | +3 | New |
| Stephens Consulting, LLC | 4 | $270 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $304 | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 5 | $304 | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 5 | $304 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $305 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $305 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 6 | $365 | 0.00% | −1,223−99.5% | Reduced |
| Parkworth Wealth Management, Inc. | 6 | $365 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $365 | 0.00% | +4+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 6 | $365 | 0.00% | +6 | New |
| Halbert Hargrove Global Advisors, LLC | 7 | $427 | 0.00% | +7 | New |
| Continuum Advisory, LLC | 9 | $548 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $606 | 0.00% | −1−9.1% | Reduced |
| Hughes Financial Services, LLC | 10 | $612 | 0.00% | +10 | New |
| Private Wealth Asset Management, LLC | 12 | $730 | 0.00% | +12 | New |
| Activest Wealth Management | 12 | $730 | 0.00% | +12 | New |
| Trifecta Capital Advisors, LLC | 12 | $731 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $731 | 0.00% | +12 | New |
| Rakuten Securities, Inc. | 13 | $791 | 0.00% | −1−7.1% | Reduced |
| HHM Wealth Advisors, LLC | 13 | $792 | 0.00% | +13 | New |
| Raleigh Capital Management Inc. | 16 | $974 | 0.00% | −117−88.0% | Reduced |
| NewSquare Capital LLC | 16 | $974 | 0.00% | +16 | New |
| Picton Mahoney Asset Management | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 17 | $1.00K | 0.00% | +17 | New |
| Rossby Financial, LCC | 18 | $1.02K | 0.00% | +18 | New |
| Medallion Wealth Advisors, LLC | 17 | $1.04K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 18 | $1.10K | 0.00% | +18 | New |
| Fairman Group, LLC | 20 | $1.15K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 20 | $1.22K | 0.00% | −629−96.9% | Reduced |
| Smallwood Wealth Investment Management, LLC | 20 | $1.22K | 0.00% | +20 | New |
| Garde Capital, Inc. | 20 | $1.22K | 0.00% | +20 | New |
| Colonial Trust Co | 23 | $1.40K | 0.00% | −23−50.0% | Reduced |
| CVA Family Office, LLC | 25 | $1.52K | 0.00% | −15−37.5% | Reduced |
| Greenline Partners, LLC | 25 | $1.52K | 0.00% | +25 | New |
| Robinswood Financial LLC | 25 | $1.54K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 27 | $1.64K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 30 | $1.83K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 30 | $1.83K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 31 | $1.89K | 0.00% | +31 | New |
| Clearstead Advisors, LLC | 32 | $1.95K | 0.00% | +24+300.0% | Added |
| GW&K Investment Management, LLC | 30 | $2.00K | 0.00% | −4−11.8% | Reduced |
| Avion Wealth | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 35 | $2.13K | 0.00% | −35−50.0% | Reduced |
| Global Financial Private Client, LLC | 35 | $2.13K | 0.00% | +24+218.2% | Added |
| Thompson Investment Management, Inc. | 36 | $2.18K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 36 | $2.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 37 | $2.25K | 0.00% | +2+5.7% | Added |
| SJS Investment Consulting Inc. | 38 | $2.31K | 0.00% | +4+11.8% | Added |
| Grove Bank & Trust | 39 | $2.37K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 39 | $2.38K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 40 | $2.44K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $2.56K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 4 | $2.56K | 0.00% | −38−90.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 42 | $2.56K | 0.00% | +42 | New |
| Cornerstone Planning Group LLC | 45 | $2.62K | 0.00% | +1+2.3% | Added |
| Dunhill Financial, LLC | 44 | $2.67K | 0.00% | −1−2.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 43 | $3.00K | 0.00% | −1,170−96.5% | Reduced |
| Valley National Advisers Inc | 61 | $3.00K | 0.00% | −7−10.3% | Reduced |
| Central Trust Co | 51 | $3.10K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 53 | $3.23K | 0.00% | +53 | New |
| Private Wealth Management Group, LLC | 57 | $3.47K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 61 | $3.71K | 0.00% | +1+1.7% | Added |
| Hantz Financial Services, Inc. | 68 | $4.00K | 0.00% | +68 | New |
| SOA Wealth Advisors, LLC. | 72 | $4.39K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 77 | $4.69K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 80 | $4.87K | 0.00% | +80 | New |
| Creative Financial Designs Inc | 85 | $5.17K | 0.00% | +5+6.3% | Added |
| Pinnacle Bancorp, Inc. | 90 | $5.48K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 91 | $5.54K | 0.00% | +91 | New |
| Sachetta, LLC | 94 | $5.72K | 0.00% | +11+13.3% | Added |
| Delta Asset Management LLC | 100 | $6.09K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $6.09K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $6.09K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 100 | $6.09K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $6.14K | 0.00% | +100 | New |
| AdvisorNet Financial, Inc | 104 | $6.33K | 0.00% | +57+121.3% | Added |
| Farmers & Merchants Investments Inc | 105 | $6.39K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 105 | $6.39K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 109 | $6.63K | 0.00% | −51−31.9% | Reduced |
| MV Capital Management, Inc. | 110 | $6.70K | 0.00% | +2+1.9% | Added |
| Addison Advisors LLC | 112 | $6.82K | 0.00% | −79−41.4% | Reduced |
| Hexagon Capital Partners LLC | 114 | $6.94K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 117 | $7.12K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 123 | $7.49K | 0.01% | +38+44.7% | Added |
| Golden State Wealth Management, LLC | 126 | $7.67K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 127 | $7.73K | 0.00% | +120+1,714.3% | Added |
| North Star Investment Management Corp. | 130 | $7.91K | 0.00% | −20−13.3% | Reduced |
| JFS Wealth Advisors, LLC | 137 | $8.34K | 0.00% | +12+9.6% | Added |
| Park Square Financial Group, LLC | 145 | $8.83K | 0.01% | +20+16.0% | Added |
| 1 North Wealth Services LLC | 150 | $9.13K | 0.00% | +150 | New |
| Founders Capital Management | 152 | $9.25K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 156 | $9.50K | 0.00% | +28+21.9% | Added |
| Motco | 157 | $9.56K | 0.00% | +157 | New |