| Hallmark Capital Management Inc | 0 | $55 | 0.00% | 0 | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $114 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $115 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $229 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $229 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 3 | $342 | 0.00% | −212−98.6% | Reduced |
| Raleigh Capital Management Inc. | 4 | $458 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $570 | 0.00% | +2+66.7% | Added |
| Legacy Wealth Managment, LLC | 5 | $571 | 0.00% | −5−50.0% | Reduced |
| MV Capital Management, Inc. | 5 | $571 | 0.00% | +4+400.0% | Added |
| Beaird Harris Wealth Management, LLC | 5 | $571 | 0.00% | +5 | New |
| Legacy Investment Solutions, LLC | 5 | $571 | 0.00% | +5 | New |
| Stephens Consulting, LLC | 6 | $685 | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 6 | $688 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 7 | $802 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $913 | 0.00% | −3−27.3% | Reduced |
| Bare Financial Services, Inc | 8 | $913 | 0.00% | +3+60.0% | Added |
| Parkworth Wealth Management, Inc. | 8 | $913 | 0.00% | +3+60.0% | Added |
| HFM Investment Advisors, LLC | 8 | $913 | 0.00% | +6+300.0% | Added |
| TD Private Client Wealth LLC | 8 | $913 | 0.00% | +8 | New |
| Picton Mahoney Asset Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | +4+400.0% | Added |
| Ossiam | 9 | $1.03K | 0.00% | −558−98.4% | Reduced |
| Bokf, NA | 9 | $1.03K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10 | $1.14K | 0.00% | +10 | New |
| Pension & Wealth Management Advisors, Inc. | 10 | $1.14K | 0.00% | +10 | New |
| Abound Wealth Management | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 11 | $1.25K | 0.00% | +11 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $1.34K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 12 | $1.37K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 15 | $1.71K | 0.00% | +15 | New |
| Cromwell Holdings LLC | 16 | $1.83K | 0.00% | +10+166.7% | Added |
| Rialto Wealth Management, LLC | 16 | $1.83K | 0.00% | −6−27.3% | Reduced |
| SJS Investment Consulting Inc. | 19 | $2.17K | 0.00% | −14−42.4% | Reduced |
| Garde Capital, Inc. | 20 | $2.28K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 20 | $2.28K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 20 | $2.28K | 0.00% | +20 | New |
| Addison Advisors LLC | 23 | $2.63K | 0.00% | +23 | New |
| Morton Brown Family Wealth, LLC | 25 | $2.85K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 25 | $2.85K | 0.00% | +10+66.7% | Added |
| Huntington National Bank | 26 | $2.97K | 0.00% | −40−60.6% | Reduced |
| Avion Wealth | 35 | $3.00K | 0.00% | +1+2.9% | Added |
| Hazlett, Burt & Watson, Inc. | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 29 | $3.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $3.88K | 0.00% | +17+100.0% | Added |
| Crews Bank & Trust | 35 | $4.00K | 0.00% | +10+40.0% | Added |
| Capital Analysts, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 38 | $4.34K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 41 | $4.68K | 0.00% | +35+583.3% | Added |
| Red Tortoise LLC | 43 | $4.91K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 45 | $5.14K | 0.00% | +45 | New |
| Global Retirement Partners, LLC | 47 | $5.36K | 0.00% | +47 | New |
| GHP Investment Advisors, Inc. | 48 | $5.48K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 49 | $5.65K | 0.00% | −1,121−95.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 50 | $5.71K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 53 | $6.05K | 0.00% | +3+6.0% | Added |
| LGT Financial Advisors LLC | 54 | $6.19K | 0.02% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 50 | $6.29K | 0.00% | +5+11.1% | Added |
| Dogwood Wealth Management LLC | 63 | $7.37K | 0.00% | +63 | New |
| Prestige Wealth Management Group LLC | 66 | $7.53K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 70 | $7.99K | 0.00% | −600−89.6% | Reduced |
| Fortitude Family Office, LLC | 70 | $7.99K | 0.00% | +19+37.3% | Added |
| Country Trust Bank | 70 | $7.99K | 0.00% | +70 | New |
| HHM Wealth Advisors, LLC | 75 | $8.56K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 75 | $8.56K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 90 | $10.3K | 0.00% | +90 | New |
| Investors Research Corp | 93 | $10.6K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 90 | $10.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $11.0K | 0.00% | +100 | New |
| Atlantic Union Bankshares Corp | 100 | $11.4K | 0.00% | +100 | New |
| Pinnacle Bancorp, Inc. | 100 | $11.4K | 0.00% | +100 | New |
| Traub Capital Management LLC | 100 | $11.4K | 0.01% | +100 | New |
| Medallion Wealth Advisors, LLC | 100 | $11.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 110 | $12.0K | 0.00% | −155−58.5% | Reduced |
| UMA Financial Services, Inc. | 109 | $12.4K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 109 | $12.4K | 0.01% | +109 | New |
| WFA Asset Management Corp | 108 | $12.5K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 100 | $12.6K | 0.00% | −415−80.6% | Reduced |
| GW&K Investment Management, LLC | 117 | $13.0K | 0.00% | −4−3.3% | Reduced |
| Sachetta, LLC | 119 | $13.6K | 0.01% | −4−3.3% | Reduced |
| JFS Wealth Advisors, LLC | 120 | $13.7K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 120 | $13.7K | 0.01% | +10+9.1% | Added |
| CVA Family Office, LLC | 130 | $14.8K | 0.00% | +5+4.0% | Added |
| Mount Yale Investment Advisors, LLC | 136 | $15.5K | 0.00% | +136 | New |
| Meeder Asset Management Inc | 137 | $15.6K | 0.00% | +31+29.2% | Added |
| Kozak & Associates, Inc. | 129 | $15.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 143 | $16.3K | 0.00% | +143 | New |
| Rakuten Securities, Inc. | 144 | $16.4K | 0.01% | +116+414.3% | Added |
| Farmers & Merchants Investments Inc | 147 | $16.8K | 0.00% | −4−2.6% | Reduced |
| NewSquare Capital LLC | 152 | $17.3K | 0.00% | +146+2,433.3% | Added |
| South State Corp. | 160 | $18.3K | 0.00% | −19−10.6% | Reduced |
| Smartleaf Asset Management LLC | 179 | $20.5K | 0.00% | −49−21.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 161 | $20.7K | 0.01% | +161 | New |
| Parkside Financial Bank & Trust | 183 | $20.9K | 0.00% | +19+11.6% | Added |
| Sound Income Strategies, LLC | 185 | $21.1K | 0.00% | −60−24.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $22.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 205 | $23.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 205 | $23.4K | 0.01% | −8−3.8% | Reduced |