| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| Pacific Center for Financial Services | 0 | $22 | 0.00% | 0 | Unchanged |
| Strengthening Families & Communities, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Atwood & Palmer Inc | 1 | $1.28K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $1.28K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1 | $1.28K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1 | $1.28K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $1.28K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1 | $1.28K | 0.00% | +1 | New |
| Sandy Spring Bank | 1 | $1.28K | 0.00% | +1 | New |
| Wolff Wiese Magana LLC | 1 | $1.28K | 0.00% | +1 | New |
| Ruedi Wealth Management, Inc. | 1 | $1.28K | 0.00% | +1 | New |
| ClariVest Asset Management LLC | 1 | $1.29K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 2 | $2.46K | 0.00% | +2 | New |
| Cullen/Frost Bankers, Inc. | 2 | $2.56K | 0.00% | −14−87.5% | Reduced |
| Geneos Wealth Management Inc. | 2 | $2.56K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $2.56K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $2.56K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2 | $2.56K | 0.00% | +1+100.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2 | $2.56K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $2.56K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2 | $2.56K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $2.56K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $2.56K | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $3.19K | 0.00% | +1+100.0% | Added |
| Westend Capital Management, LLC | 3 | $3.76K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $3.83K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 3 | $3.83K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 3 | $3.83K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 3 | $3.83K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $3.83K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3 | $3.83K | 0.00% | +1+50.0% | Added |
| HM Payson & Co | 3 | $3.83K | 0.00% | +3 | New |
| Hollencrest Capital Management | 4 | $5.11K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4 | $5.11K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $5.11K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $5.11K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 5 | $6.39K | 0.00% | −1−16.7% | Reduced |
| LGT Financial Advisors LLC | 5 | $6.39K | 0.01% | 00.0% | Unchanged |
| Lynx Investment Advisory | 5 | $6.39K | 0.00% | +5 | New |
| Colonial Trust Co | 5 | $6.89K | 0.00% | +2+66.7% | Added |
| Semmax Financial Advisors Inc. | 6 | $7.46K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6 | $7.67K | 0.00% | +6 | New |
| Sunbelt Securities, Inc. | 6 | $7.71K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 6 | $7.88K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 7 | $8.94K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $8.94K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 7 | $8.94K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 7 | $8.94K | 0.00% | −22−75.9% | Reduced |
| Hexagon Capital Partners LLC | 7 | $8.94K | 0.00% | +1+16.7% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $8.94K | 0.00% | +1+16.7% | Added |
| Avion Wealth | 8 | $10.0K | 0.00% | +1+14.3% | Added |
| Bogart Wealth, LLC | 8 | $10.2K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 9 | $11.5K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 9 | $11.5K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 9 | $11.5K | 0.00% | +9 | New |
| Tortoise Investment Management, LLC | 10 | $12.8K | 0.00% | −6−37.5% | Reduced |
| Harbor Investment Advisory, LLC | 10 | $12.8K | 0.00% | +3+42.9% | Added |
| HWG Holdings LP | 10 | $12.8K | 0.00% | +10 | New |
| Voisard Asset Management Group, Inc. | 10 | $12.8K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $14.1K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 11 | $14.1K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 12 | $15.3K | 0.00% | +12 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $16.6K | 0.00% | −36−73.5% | Reduced |
| Continuum Advisory, LLC | 13 | $16.6K | 0.00% | −1−7.1% | Reduced |
| Planning Capital Management Corp | 13 | $16.6K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 14 | $17.9K | 0.01% | +8+133.3% | Added |
| Red Tortoise LLC | 14 | $17.9K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $19.0K | 0.00% | +2+15.4% | Added |
| Washington Trust Co | 15 | $19.2K | 0.00% | −40−72.7% | Reduced |
| Zions Bancorporation, N.A. | 15 | $19.2K | 0.00% | +2+15.4% | Added |
| Central Trust Co | 15 | $19.2K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 16 | $20.4K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 16 | $20.4K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 16 | $20.4K | 0.00% | +16 | New |
| Rakuten Securities, Inc. | 17 | $21.7K | 0.01% | +4+30.8% | Added |
| Coppell Advisory Solutions LLC | 17 | $21.7K | 0.00% | +17 | New |
| Proffitt & Goodson Inc | 17 | $21.7K | 0.00% | +17 | New |
| Oliver Lagore Vanvalin Investment Group | 17 | $21.9K | 0.01% | −9−34.6% | Reduced |
| JFS Wealth Advisors, LLC | 18 | $23.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 18 | $23.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 18 | $23.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 18 | $23.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 18 | $23.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 18 | $23.0K | 0.00% | +1+5.9% | Added |
| Sachetta, LLC | 19 | $24.0K | 0.01% | +4+26.7% | Added |
| FinTrust Capital Advisors, LLC | 19 | $24.3K | 0.00% | +19 | New |
| Erste Asset Management GmbH | 20 | $25.6K | 0.00% | −51−71.8% | Reduced |
| Atticus Wealth Management, LLC | 20 | $25.6K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 20 | $26.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 21 | $26.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $29.4K | 0.02% | +17+283.3% | Added |
| MV Capital Management, Inc. | 25 | $31.9K | 0.00% | +6+31.6% | Added |
| Core Alternative Capital | 28 | $35.8K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 30 | $38.3K | 0.00% | +4+15.4% | Added |
| Meeder Asset Management Inc | 30 | $38.3K | 0.00% | +22+275.0% | Added |
| Harbour Investments, Inc. | 31 | $39.6K | 0.00% | +1+3.3% | Added |