| CVA Family Office, LLC | 1 | $384 | 0.00% | −6−85.7% | Reduced |
| Horizon Investments, LLC | 1 | $384 | 0.00% | −1−50.0% | Reduced |
| SHP Wealth Management | 1 | $384 | 0.00% | −1−50.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $384 | 0.00% | +1 | New |
| Proathlete Wealth Management LLC | 1 | $384 | 0.00% | +1 | New |
| Silver Grove Financial Group, Inc. | 1 | $384 | 0.00% | +1 | New |
| 1015 Capital Partners, LLC | 1 | $384 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $769 | 0.00% | +1+100.0% | Added |
| TD Private Client Wealth LLC | 2 | $769 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 2 | $769 | 0.00% | +2 | New |
| Marshall Investment Management, LLC | 2 | $769 | 0.00% | +2 | New |
| Investors Portfolio Services LLC | 2 | $769 | 0.00% | +2 | New |
| South State Corp. | 3 | $1.15K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 3 | $1.15K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 3 | $1.15K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 3 | $1.15K | 0.00% | +3 | New |
| Cornerstone Financial Management LLC | 4 | $1.54K | 0.00% | +1+33.3% | Added |
| Kilter Group LLC | 4 | $1.54K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $1.54K | 0.00% | +2+100.0% | Added |
| Rosenberg Matthew Hamilton | 5 | $1.92K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5 | $1.92K | 0.00% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 5 | $1.92K | 0.01% | +5 | New |
| MCF Advisors LLC | 5 | $1.92K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $2.00K | 0.00% | +1+20.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 6 | $2.31K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 6 | $2.31K | 0.00% | +6 | New |
| Brown, Lisle/Cummings, Inc. | 7 | $2.69K | 0.00% | −1−12.5% | Reduced |
| HM Payson & Co | 7 | $2.69K | 0.00% | +7 | New |
| Manning & Napier Advisors LLC | 7 | $2.79K | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 8 | $3.07K | 0.00% | +7+700.0% | Added |
| SJS Investment Consulting Inc. | 9 | $3.46K | 0.00% | +8+800.0% | Added |
| Pittenger & Anderson Inc | 10 | $3.84K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $3.84K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 10 | $3.84K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.84K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 10 | $3.84K | 0.00% | +4+66.7% | Added |
| Princeton Global Asset Management LLC | 10 | $3.84K | 0.00% | +10 | New |
| Synergy Investment Management, LLC | 13 | $4.11K | 0.00% | +13 | New |
| Rialto Wealth Management, LLC | 11 | $4.23K | 0.00% | −247−95.7% | Reduced |
| Global Trust Asset Management, LLC | 11 | $4.23K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 11 | $4.23K | 0.00% | +8+266.7% | Added |
| West Paces Advisors Inc. | 12 | $4.61K | 0.00% | +12 | New |
| Action Point Financial Planning, LLC | 12 | $4.61K | 0.00% | +12 | New |
| Ameritas Advisory Services, LLC | 13 | $5.00K | 0.00% | −752−98.3% | Reduced |
| Aspect Partners, LLC | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 13 | $5.00K | 0.00% | +13 | New |
| Millstone Evans Group, LLC | 15 | $5.76K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 15 | $5.76K | 0.00% | +15 | New |
| Sachetta, LLC | 15 | $5.76K | 0.00% | +15 | New |
| Itau Unibanco Holding S.A. | 16 | $6.15K | 0.00% | −30−65.2% | Reduced |
| Retirement Wealth Solutions LLC | 16 | $6.15K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $6.15K | 0.00% | +6+60.0% | Added |
| Main Street Group, LTD | 20 | $7.68K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 22 | $8.45K | 0.00% | −15−40.5% | Reduced |
| Signature Equity Partners, LLC | 22 | $8.45K | 0.00% | −15−40.5% | Reduced |
| CoreCap Advisors, LLC | 22 | $8.45K | 0.00% | +1+4.8% | Added |
| Hilton Head Capital Partners, LLC | 24 | $9.22K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 24 | $9.22K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 24 | $9.22K | 0.00% | +24 | New |
| Kennebec Savings Bank | 27 | $10.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 27 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 29 | $11.1K | 0.00% | −78−72.9% | Reduced |
| Bell Investment Advisors, Inc | 29 | $11.1K | 0.00% | +1+3.6% | Added |
| Macquarie Group Ltd | 29 | $11.1K | 0.00% | +29 | New |
| Zions Bancorporation, National Association | 30 | $11.5K | 0.00% | +26+650.0% | Added |
| Dunhill Financial, LLC | 30 | $11.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 37 | $14.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 39 | $15.0K | 0.00% | −113−74.3% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $15.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 42 | $16.1K | 0.00% | −3−6.7% | Reduced |
| Ameriflex Group, Inc. | 43 | $16.5K | 0.01% | +43 | New |
| Caitong International Asset Management Co., Ltd | 44 | $16.9K | 0.00% | −128−74.4% | Reduced |
| Quent Capital, LLC | 44 | $16.9K | 0.00% | +1+2.3% | Added |
| Versant Capital Management, Inc | 45 | $17.3K | 0.00% | −9−16.7% | Reduced |
| TD Capital Management LLC | 48 | $18.4K | 0.00% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 50 | $19.2K | 0.00% | +50 | New |
| International Assets Investment Management, LLC | 55 | $19.8K | 0.00% | +55 | New |
| Larson Financial Group LLC | 53 | $20.4K | 0.00% | +15+39.5% | Added |
| Richardson Financial Services Inc. | 57 | $21.9K | 0.01% | −14−19.7% | Reduced |
| Harvest Fund Management Co., Ltd | 61 | $23.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 60 | $23.0K | 0.00% | +5+9.1% | Added |
| V-Square Quantitative Management LLC | 67 | $25.7K | 0.00% | +67 | New |
| Bogart Wealth, LLC | 68 | $26.1K | 0.00% | −2−2.9% | Reduced |
| Grove Bank & Trust | 74 | $28.4K | 0.00% | +20+37.0% | Added |
| Cary Street Partner Investment Advisory LLC | 75 | $28.8K | 0.01% | +29+63.0% | Added |
| Accent Capital Management, LLC | 78 | $30.0K | 0.01% | +2+2.6% | Added |
| Smartleaf Asset Management LLC | 81 | $32.3K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 85 | $32.7K | 0.02% | −277−76.5% | Reduced |
| Continuum Advisory, LLC | 85 | $32.7K | 0.00% | +85 | New |
| Pinnacle Bancorp, Inc. | 91 | $35.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 94 | $36.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 100 | $38.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 104 | $40.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 107 | $41.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 107 | $41.1K | 0.00% | −22−17.1% | Reduced |
| Parallel Advisors, LLC | 107 | $41.1K | 0.00% | +40+59.7% | Added |
| Assetmark, Inc | 110 | $42.3K | 0.00% | +33+42.9% | Added |
| Silvant Capital Management LLC | 110 | $42.3K | 0.00% | +110 | New |
| Morton Brown Family Wealth, LLC | 120 | $46.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 135 | $51.9K | 0.00% | +135 | New |