| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Pacific Center for Financial Services | 0 | $24 | 0.00% | 0 | Unchanged |
| West Branch Capital LLC | 0 | $43 | 0.00% | 0 | New |
| Annapolis Financial Services, LLC | 0 | $357 | 0.00% | 0 | New |
| Valley National Advisers Inc | 1 | $1.00K | 0.00% | −104−99.0% | Reduced |
| ClariVest Asset Management LLC | 1 | $1.29K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1 | $1.34K | 0.00% | +1 | New |
| Ruedi Wealth Management, Inc. | 1 | $1.43K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1 | $1.43K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1 | $1.43K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1 | $1.43K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $2.85K | 0.00% | −15−88.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 2 | $2.85K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $2.85K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2 | $2.85K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $2.85K | 0.00% | +1+100.0% | Added |
| Independence Bank of Kentucky | 2 | $2.85K | 0.00% | +2 | New |
| Financial Network Wealth Advisors LLC | 2 | $2.85K | 0.00% | +2 | New |
| Moisand Fitzgerald Tamayo, LLC | 2 | $2.85K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $2.85K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $2.85K | 0.00% | +2 | New |
| Criterion Capital Advisors, LLC | 3 | $3.83K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3 | $4.21K | 0.00% | −14−82.4% | Reduced |
| Hexagon Capital Partners LLC | 3 | $4.28K | 0.00% | −4−57.1% | Reduced |
| Creative Financial Designs Inc | 3 | $4.28K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $4.28K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 3 | $4.28K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 3 | $4.28K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 3 | $4.28K | 0.00% | 00.0% | Unchanged |
| Trust Co | 3 | $4.28K | 0.00% | +3 | New |
| Goodman Advisory Group, LLC | 3 | $4.28K | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $4.28K | 0.00% | +1+50.0% | Added |
| Oakworth Capital, Inc. | 4 | $5.71K | 0.00% | −26−86.7% | Reduced |
| Aspire Private Capital, LLC | 4 | $5.71K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 4 | $5.71K | 0.00% | +1+33.3% | Added |
| Atwood & Palmer Inc | 4 | $5.71K | 0.00% | +3+300.0% | Added |
| Reston Wealth Management LLC | 4 | $5.71K | 0.00% | +4 | New |
| Concord Wealth Partners | 4 | $5.71K | 0.00% | +4 | New |
| Activest Wealth Management | 4 | $5.71K | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 4 | $5.71K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4 | $6.00K | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 5 | $7.14K | 0.00% | +1+25.0% | Added |
| Eastern Bank | 5 | $7.14K | 0.00% | +5 | New |
| Heritage Wealth Advisors | 5 | $7.14K | 0.00% | +5 | New |
| Cranbrook Wealth Management, LLC | 5 | $7.14K | 0.00% | +5 | New |
| Continuum Advisory, LLC | 6 | $7.63K | 0.00% | −7−53.8% | Reduced |
| Penserra Capital Management LLC | 6 | $8.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 6 | $8.13K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 6 | $8.24K | 0.00% | +1+20.0% | Added |
| Beaird Harris Wealth Management, LLC | 6 | $8.56K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6 | $8.56K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6 | $8.61K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $9.99K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 7 | $9.99K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $9.99K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 7 | $9.99K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 8 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $11.0K | 0.00% | +2+33.3% | Added |
| Versant Capital Management, Inc | 8 | $11.4K | 0.00% | −37−82.2% | Reduced |
| Zions Bancorporation, N.A. | 8 | $11.4K | 0.00% | −7−46.7% | Reduced |
| Bogart Wealth, LLC | 8 | $11.4K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 8 | $11.4K | 0.01% | +8 | New |
| Dunhill Financial, LLC | 8 | $11.6K | 0.01% | +6+300.0% | Added |
| Richardson Financial Services Inc. | 9 | $12.1K | 0.01% | +4+80.0% | Added |
| Abound Wealth Management | 9 | $12.3K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 9 | $12.8K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 9 | $12.8K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 9 | $12.8K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 9 | $12.8K | 0.00% | +5+125.0% | Added |
| Bell Investment Advisors, Inc | 9 | $12.8K | 0.00% | −2−18.2% | Reduced |
| Meeder Asset Management Inc | 10 | $14.3K | 0.00% | −20−66.7% | Reduced |
| Providence Capital Advisors, LLC | 10 | $14.3K | 0.00% | −8−44.4% | Reduced |
| Harbor Investment Advisory, LLC | 10 | $14.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 10 | $14.3K | 0.00% | +10 | New |
| Voisard Asset Management Group, Inc. | 10 | $14.3K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $15.7K | 0.00% | −81−88.0% | Reduced |
| Global Wealth Strategies & Associates | 11 | $15.7K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 11 | $15.7K | 0.00% | +11 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $17.1K | 0.00% | −1−7.7% | Reduced |
| Bellevue Asset Management, LLC | 13 | $18.6K | 0.01% | −1−7.1% | Reduced |
| Planning Capital Management Corp | 13 | $18.6K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $18.6K | 0.01% | +11+550.0% | Added |
| Capital Performance Advisors LLP | 13 | $18.6K | 0.01% | +13 | New |
| Red Tortoise LLC | 14 | $20.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 15 | $21.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 15 | $21.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 15 | $21.4K | 0.01% | +15 | New |
| Pacific Capital Wealth Advisors, Inc | 16 | $22.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 17 | $24.0K | 0.00% | +2+13.3% | Added |
| Sachetta, LLC | 17 | $24.3K | 0.01% | −2−10.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 17 | $24.5K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 18 | $25.7K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 18 | $25.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $25.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 19 | $27.1K | 0.00% | +1+5.6% | Added |
| FinTrust Capital Advisors, LLC | 19 | $27.1K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 20 | $28.5K | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 20 | $28.5K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 20 | $28.5K | 0.01% | +20 | New |
| MV Capital Management, Inc. | 21 | $30.0K | 0.00% | −4−16.0% | Reduced |