| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | −356−98.6% | Reduced |
| Elevated Capital Advisors, LLC | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1 | $45 | 0.00% | −7,699−100.0% | Reduced |
| MV Capital Management, Inc. | 1 | $46 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $90 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $108 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 4 | $181 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4 | $181 | 0.00% | +3+300.0% | Added |
| Quent Capital, LLC | 4 | $181 | 0.00% | +4 | New |
| Kerr Financial Planning Corp | 4 | $204 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $226 | 0.00% | +5 | New |
| Gs Investments, Inc. | 5 | $226 | 0.00% | +5 | New |
| Root Financial Partners, LLC | 5 | $226 | 0.00% | +5 | New |
| Innovative Asset Advisors Group, LLC | 7 | $317 | 0.00% | +7 | New |
| JNBA Financial Advisors | 8 | $362 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 8 | $362 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $407 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $452 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 10 | $452 | 0.00% | +10 | New |
| Scarborough Advisors, LLC | 10 | $452 | 0.00% | +10 | New |
| Frazier Financial Advisors, LLC | 10 | $453 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 11 | $498 | 0.00% | +1+10.0% | Added |
| Cornerstone Planning Group LLC | 10 | $541 | 0.00% | +9+900.0% | Added |
| Signature Equity Partners, LLC | 13 | $588 | 0.00% | 00.0% | Unchanged |
| City State Bank | 13 | $588 | 0.00% | +13 | New |
| IMA Wealth, Inc. | 14 | $633 | 0.00% | −3−17.6% | Reduced |
| Huntington National Bank | 14 | $633 | 0.00% | +14 | New |
| Caitlin John, LLC | 15 | $678 | 0.00% | +5+50.0% | Added |
| Investors Portfolio Services LLC | 17 | $757 | 0.00% | +3+21.4% | Added |
| Atlantic Union Bankshares Corp | 17 | $769 | 0.00% | −14−45.2% | Reduced |
| Cromwell Holdings LLC | 17 | $769 | 0.00% | +17 | New |
| TD Private Client Wealth LLC | 20 | $904 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $905 | 0.00% | −19−48.7% | Reduced |
| Rachor Investment Advisory Services, LLC | 20 | $905 | 0.00% | −15−42.9% | Reduced |
| Marquette Asset Management, LLC | 20 | $905 | 0.00% | +20 | New |
| TSFG, LLC | 33 | $1.00K | 0.00% | −500−93.8% | Reduced |
| Smartleaf Asset Management LLC | 24 | $1.02K | 0.00% | +2+9.1% | Added |
| NBT Bank N A | 23 | $1.04K | 0.00% | +23 | New |
| SHP Wealth Management | 24 | $1.08K | 0.00% | +4+20.0% | Added |
| Golden State Wealth Management, LLC | 27 | $1.22K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 29 | $1.31K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 33 | $1.49K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 44 | $1.99K | 0.00% | +44 | New |
| Smallwood Wealth Investment Management, LLC | 45 | $2.03K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 45 | $2.04K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 47 | $2.21K | 0.00% | −137−74.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 50 | $2.26K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 53 | $2.40K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 53 | $2.40K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 57 | $2.58K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 70 | $3.17K | 0.00% | +40+133.3% | Added |
| Versant Capital Management, Inc | 81 | $3.66K | 0.00% | +81 | New |
| Wealth Enhancement Trust Services, Inc. | 83 | $3.75K | 0.00% | +83 | New |
| Strategic Wealth Partners, Ltd. | 88 | $3.98K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 91 | $4.12K | 0.00% | −45−33.1% | Reduced |
| MidFirst Bank | 95 | $4.30K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 96 | $4.34K | 0.00% | +10+11.6% | Added |
| Parallel Advisors, LLC | 98 | $4.43K | 0.00% | +52+113.0% | Added |
| Crewe Advisors LLC | 100 | $4.52K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 100 | $4.52K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 100 | $4.52K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 100 | $4.52K | 0.00% | +100 | New |
| SWAN Capital LLC | 102 | $4.61K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 120 | $5.43K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 122 | $5.52K | 0.00% | +18+17.3% | Added |
| WealthCollab, LLC | 127 | $5.74K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 127 | $5.74K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 126 | $6.00K | 0.00% | −86−40.6% | Reduced |
| Meeder Asset Management Inc | 137 | $6.20K | 0.00% | +109+389.3% | Added |
| Clearstead Advisors, LLC | 160 | $7.24K | 0.00% | −6−3.6% | Reduced |
| HighMark Wealth Management LLC | 192 | $8.66K | 0.00% | +68+54.8% | Added |
| Beaird Harris Wealth Management, LLC | 195 | $8.82K | 0.00% | −105−35.0% | Reduced |
| Bear Mountain Capital, Inc. | 158 | $9.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 200 | $9.04K | 0.00% | −100−33.3% | Reduced |
| Toth Financial Advisory Corp | 200 | $9.04K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $9.04K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 202 | $9.13K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 207 | $9.36K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 227 | $10.3K | 0.00% | −166−42.2% | Reduced |
| Truvestments Capital LLC | 231 | $10.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 248 | $11.2K | 0.00% | +3+1.2% | Added |
| CoreCap Advisors, LLC | 259 | $11.7K | 0.00% | −484−65.1% | Reduced |
| Tower Research Capital LLC (TRC) | 272 | $12.3K | 0.00% | −3,298−92.4% | Reduced |
| Elequin Capital LP | 284 | $12.8K | 0.00% | +127+80.9% | Added |
| Ronald Blue Trust, Inc. | 300 | $13.6K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 327 | $14.8K | 0.00% | +327 | New |
| TCG Advisory Services, LLC | 335 | $15.1K | 0.00% | −18−5.1% | Reduced |
| Bogart Wealth, LLC | 343 | $15.5K | 0.00% | −58,087−99.4% | Reduced |
| Clear Street Markets LLC | 368 | $16.6K | 0.01% | +368 | New |
| Harvest Fund Management Co., Ltd | 403 | $18.0K | 0.00% | +403 | New |
| EverSource Wealth Advisors, LLC | 403 | $18.2K | 0.00% | −317−44.0% | Reduced |
| Ancora Advisors, LLC | 420 | $19.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 460 | $20.8K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Management | 475 | $21.5K | 0.01% | +475 | New |
| South State Corp. | 500 | $22.6K | 0.00% | −5−1.0% | Reduced |
| Capital Analysts, LLC | 554 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 566 | $25.6K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 600 | $27.1K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 616 | $27.9K | 0.00% | 00.0% | Unchanged |
