| Hughes Financial Services, LLC | 1 | $520 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 1 | $586 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $586 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $586 | 0.00% | +1 | New |
| Strive Asset Management, LLC | 1 | $586 | 0.00% | +1 | New |
| North Capital, Inc. | 1 | $586 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $587 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $587 | 0.00% | +1 | New |
| Penserra Capital Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2 | $1.00K | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $1.17K | 0.00% | −1−33.3% | Reduced |
| Dogwood Wealth Management LLC | 2 | $1.17K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $1.17K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2 | $1.17K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2 | $1.17K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 2 | $1.17K | 0.00% | +1+100.0% | Added |
| Texas Capital Bancshares Inc | 2 | $1.17K | 0.00% | +2 | New |
| Cary Street Partners Financial LLC | 2 | $1.17K | 0.00% | +2 | New |
| MCF Advisors LLC | 2 | $1.17K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $1.17K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $1.17K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 2 | $1.17K | 0.00% | +2 | New |
| PEAK6 LLC | 3 | $1.61K | 0.00% | +3 | New |
| Binnacle Investments Inc | 3 | $1.76K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $1.76K | 0.00% | −1−25.0% | Reduced |
| Kilter Group LLC | 3 | $1.76K | 0.00% | −1−25.0% | Reduced |
| Atlantic Trust, LLC | 3 | $1.76K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $1.76K | 0.00% | +1+50.0% | Added |
| Avion Wealth | 4 | $2.00K | 0.00% | −1−20.0% | Reduced |
| Clark Wealth Partners | 4 | $2.04K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $2.31K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 4 | $2.34K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 4 | $2.34K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $2.34K | 0.00% | +2+100.0% | Added |
| SJS Investment Consulting Inc. | 4 | $2.35K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 4 | $2.35K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $2.42K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $2.93K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 5 | $2.93K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $3.52K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 528 | $3.52K | 0.00% | +522+8,700.0% | Added |
| Cornerstone Planning Group LLC | 703 | $3.61K | 0.00% | +702+70,200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $3.77K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7 | $4.10K | 0.00% | −8−53.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 7 | $4.10K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $4.10K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 7 | $4.10K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7 | $4.20K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 8 | $4.69K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $4.69K | 0.00% | +1+14.3% | Added |
| Bell Investment Advisors, Inc | 8 | $4.69K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 10 | $5.00K | 0.00% | +10 | New |
| Pacifica Partners Inc. | 9 | $5.18K | 0.00% | +9 | New |
| Bangor Savings Bank | 9 | $5.27K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $5.86K | 0.00% | −26−72.2% | Reduced |
| Creative Financial Designs Inc | 10 | $5.86K | 0.00% | −3−23.1% | Reduced |
| Howard Hughes Medical Institute | 10 | $5.86K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 10 | $5.86K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $5.86K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 10 | $5.86K | 0.00% | +10 | New |
| Key Financial Inc | 11 | $6.33K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 11 | $6.45K | 0.00% | −40−78.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 11 | $6.45K | 0.00% | −5−31.3% | Reduced |
| Financial Network Wealth Advisors LLC | 11 | $6.45K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 11 | $6.45K | 0.00% | +11 | New |
| Montag A & Associates Inc | 12 | $6.99K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 12 | $7.03K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 13 | $7.62K | 0.00% | +13 | New |
| Caldwell Trust Co | 14 | $8.21K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 14 | $8.21K | 0.00% | +14 | New |
| Bryn Mawr Trust Co | 15 | $8.79K | 0.00% | −275−94.8% | Reduced |
| Albion Financial Group | 15 | $8.79K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $8.79K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 15 | $8.79K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 15 | $8.79K | 0.00% | +15 | New |
| Pacific Center for Financial Services | 16 | $9.38K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 16 | $9.38K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 16 | $9.38K | 0.00% | +16 | New |
| Grey Fox Wealth Advisors, LLC | 16 | $9.38K | 0.00% | +16 | New |
| TD Waterhouse Canada Inc. | 17 | $9.78K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 17 | $9.96K | 0.00% | −1−5.6% | Reduced |
| Golden State Wealth Management, LLC | 17 | $9.96K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 17 | $9.96K | 0.00% | +17 | New |
| Ritter Daniher Financial Advisory LLC | 18 | $10.5K | 0.00% | +18 | New |
| Evolution Wealth Management Inc. | 18 | $10.5K | 0.01% | +18 | New |
| Johnson Financial Group, Inc. | 18 | $10.6K | 0.00% | +8+80.0% | Added |
| Colonial Trust Co | 18 | $10.7K | 0.00% | +1+5.9% | Added |
| Federated Hermes, Inc. | 19 | $11.1K | 0.00% | −370−95.1% | Reduced |
| Fortitude Family Office, LLC | 19 | $11.1K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $11.1K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 19 | $11.1K | 0.00% | +3+18.8% | Added |
| Palisade Asset Management, LLC | 19 | $11.1K | 0.00% | +19 | New |
| Rothschild Investment LLC | 20 | $11.7K | 0.00% | +6+42.9% | Added |
| Washington Trust Advisors, Inc. | 21 | $12.2K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 21 | $12.3K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 21 | $12.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 21 | $12.3K | 0.00% | +21 | New |
| ZRC Wealth Management, LLC | 22 | $12.9K | 0.00% | +22 | New |
| DT Investment Partners, LLC | 23 | $13.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 24 | $14.0K | 0.00% | 00.0% | Unchanged |