| Principia Wealth Advisory, LLC | 1 | $203 | 0.00% | −1−50.0% | Reduced |
| Creative Financial Designs Inc | 1 | $203 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $203 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1 | $204 | 0.00% | −5−83.3% | Reduced |
| Quaker Wealth Management, LLC | 1 | $204 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $204 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $204 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 2 | $402 | 0.00% | +2 | New |
| Motco | 2 | $406 | 0.00% | −18−90.0% | Reduced |
| FSA Wealth Management LLC | 2 | $406 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $407 | 0.00% | +2 | New |
| Fairman Group, LLC | 3 | $609 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $609 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $779 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $812 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 4 | $812 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Bruce G. Allen Investments, LLC | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 5 | $1.01K | 0.00% | +5 | New |
| Marquette Asset Management, LLC | 5 | $1.02K | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 5 | $1.02K | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 6 | $1.22K | 0.00% | +6 | New |
| MV Capital Management, Inc. | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.42K | 0.00% | +2+40.0% | Added |
| Tortoise Investment Management, LLC | 8 | $1.62K | 0.00% | +1+14.3% | Added |
| Bogart Wealth, LLC | 8 | $1.62K | 0.00% | +3+60.0% | Added |
| Sachetta, LLC | 8 | $1.63K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $1.83K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 9 | $1.83K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $2.00K | 0.00% | +6+150.0% | Added |
| Ameriflex Group, Inc. | 12 | $2.44K | 0.00% | +12 | New |
| Binnacle Investments Inc | 13 | $2.64K | 0.00% | +5+62.5% | Added |
| Cromwell Holdings LLC | 14 | $2.84K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 14 | $2.84K | 0.00% | +3+27.3% | Added |
| Harbour Investments, Inc. | 15 | $3.05K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $3.05K | 0.00% | +2+15.4% | Added |
| Private Trust Co NA | 16 | $3.25K | 0.00% | −2−11.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 16 | $3.25K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $3.32K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 21 | $4.26K | 0.00% | −12−36.4% | Reduced |
| Country Trust Bank | 21 | $4.26K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 21 | $4.26K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 22 | $4.47K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 22 | $4.47K | 0.00% | +22 | New |
| Mather Group, LLC. | 23 | $4.67K | 0.00% | +23 | New |
| Fortitude Family Office, LLC | 26 | $5.28K | 0.00% | +2+8.3% | Added |
| UMA Financial Services, Inc. | 28 | $5.69K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 29 | $5.89K | 0.00% | +9+45.0% | Added |
| Evolution Wealth Management Inc. | 30 | $6.09K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 30 | $6.19K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 37 | $7.51K | 0.00% | +37 | New |
| Alerus Financial NA | 38 | $7.72K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 38 | $7.72K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 38 | $7.72K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 38 | $7.72K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 40 | $8.12K | 0.00% | +40 | New |
| ZRC Wealth Management, LLC | 41 | $8.32K | 0.00% | +4+10.8% | Added |
| Dogwood Wealth Management LLC | 45 | $9.14K | 0.00% | +17+60.7% | Added |
| Salomon & Ludwin, LLC | 49 | $9.95K | 0.00% | +49 | New |
| Aventura Private Wealth, LLC | 51 | $10.4K | 0.00% | +51 | New |
| Chilton Capital Management LLC | 53 | $10.8K | 0.00% | +53 | New |
| Private Wealth Management Group, LLC | 57 | $11.6K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 58 | $11.8K | 0.00% | +58 | New |
| iA Global Asset Management Inc. | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 61 | $12.4K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 62 | $12.6K | 0.00% | +52+520.0% | Added |
| Curat Global, LLC | 63 | $12.8K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 73 | $14.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 76 | $15.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 78 | $15.8K | 0.00% | −1−1.3% | Reduced |
| Bell Investment Advisors, Inc | 81 | $16.4K | 0.00% | +3+3.8% | Added |
| Natixis | 83 | $16.9K | 0.00% | +83 | New |
| Smithfield Trust Co | 85 | $17.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 85 | $17.3K | 0.00% | +60+240.0% | Added |
| Brown Brothers Harriman & Co | 85 | $17.3K | 0.00% | +85 | New |
| First Horizon Corp | 88 | $17.9K | 0.00% | +88 | New |
| Sunbelt Securities, Inc. | 91 | $18.5K | 0.00% | −19−17.3% | Reduced |
| Quent Capital, LLC | 94 | $19.1K | 0.00% | +94 | New |
| Glen Eagle Advisors, LLC | 100 | $20.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 108 | $21.9K | 0.00% | +108 | New |
| Cornerstone Planning Group LLC | 380 | $22.2K | 0.00% | +377+12,566.7% | Added |
| Crewe Advisors LLC | 115 | $23.4K | 0.00% | +115 | New |
| Capital Analysts, LLC | 116 | $24.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 122 | $24.8K | 0.02% | +122 | New |
| Byrne Asset Management LLC | 125 | $25.4K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 127 | $26.0K | 0.00% | +49+62.8% | Added |
| Colonial Trust Co | 131 | $26.6K | 0.00% | −2−1.5% | Reduced |
| WPG Advisers, LLC | 141 | $28.6K | 0.02% | −58−29.1% | Reduced |
| GW&K Investment Management, LLC | 141 | $29.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 146 | $29.0K | 0.00% | +12+9.0% | Added |
| Hollencrest Capital Management | 145 | $29.4K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 151 | $30.7K | 0.00% | −101−40.1% | Reduced |
| William B. Walkup & Associates, Inc. | 160 | $32.5K | 0.02% | +160 | New |
| Ronald Blue Trust, Inc. | 171 | $34.7K | 0.00% | −100−36.9% | Reduced |
| ISAM Funds (UK) Ltd | 187 | $38.0K | 0.01% | −1,494−88.9% | Reduced |
| Parkside Financial Bank & Trust | 188 | $38.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 192 | $38.7K | 0.01% | +96+100.0% | Added |
| Rise Advisors, LLC | 191 | $38.8K | 0.01% | +3+1.6% | Added |
| Salem Investment Counselors Inc | 200 | $40.6K | 0.00% | 00.0% | Unchanged |