| Avion Wealth | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| McClarren Financial Advisors, Inc. | 85 | $76 | 0.05% | −811−90.5% | Reduced |
| Cornerstone Planning Group LLC | 2 | $170 | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 5 | $429 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $430 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 8 | $687 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 8 | $687 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 8 | $687 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 8 | $689 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $859 | 0.00% | +10 | New |
| Abich Financial Wealth Management LLC | 10 | $859 | 0.00% | +10 | New |
| Dunhill Financial, LLC | 11 | $941 | 0.00% | +4+57.1% | Added |
| Unique Wealth Strategies, LLC | 10 | $959 | 0.00% | +10 | New |
| Penserra Capital Management LLC | 15 | $1.00K | 0.00% | +3+25.0% | Added |
| Strengthening Families & Communities, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 13 | $1.12K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.20K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 15 | $1.44K | 0.00% | −236−94.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 17 | $1.46K | 0.00% | +17 | New |
| Raleigh Capital Management Inc. | 20 | $1.72K | 0.00% | −5−20.0% | Reduced |
| Stone House Investment Management, LLC | 20 | $1.72K | 0.00% | 00.0% | Unchanged |
| City State Bank | 22 | $1.89K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $1.89K | 0.00% | +5+29.4% | Added |
| Coppell Advisory Solutions LLC | 22 | $1.89K | 0.00% | +22 | New |
| West Paces Advisors Inc. | 23 | $1.98K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 23 | $1.98K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 24 | $2.06K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 24 | $2.06K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 25 | $2.13K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 25 | $2.15K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 29 | $2.49K | 0.00% | +4+16.0% | Added |
| Creekmur Asset Management LLC | 29 | $2.49K | 0.00% | +29 | New |
| TFC Financial Management | 33 | $2.83K | 0.00% | −1−2.9% | Reduced |
| VisionPoint Advisory Group, LLC | 34 | $2.92K | 0.00% | +34 | New |
| Lynx Investment Advisory | 34 | $2.92K | 0.00% | +34 | New |
| AM Squared Ltd | 36 | $3.09K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $3.18K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 37 | $3.18K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 37 | $3.18K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 40 | $3.43K | 0.00% | +40 | New |
| Proequities, Inc. | 40 | $3.44K | 0.00% | −241−85.8% | Reduced |
| Rakuten Securities, Inc. | 45 | $3.86K | 0.00% | −192−81.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 48 | $4.12K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 50 | $4.29K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $4.29K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 58 | $4.98K | 0.00% | +58 | New |
| Crewe Advisors LLC | 61 | $5.24K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 62 | $5.32K | 0.00% | +6+10.7% | Added |
| Private Wealth Management Group, LLC | 64 | $5.50K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 65 | $5.58K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 70 | $6.01K | 0.00% | −1−1.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 72 | $6.18K | 0.00% | −192−72.7% | Reduced |
| DT Investment Partners, LLC | 75 | $6.44K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 78 | $6.70K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 97 | $8.33K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $8.59K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $8.59K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $8.59K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 107 | $9.19K | 0.00% | +17+18.9% | Added |
| Assetmark, Inc | 108 | $9.27K | 0.00% | +108 | New |
| Bruce G. Allen Investments, LLC | 109 | $9.36K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 113 | $9.70K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 116 | $9.96K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 112 | $10.0K | 0.00% | +14+14.3% | Added |
| Bangor Savings Bank | 117 | $10.0K | 0.00% | +117 | New |
| Hobbs Group Advisors, LLC | 117 | $10.0K | 0.00% | +117 | New |
| Atwood & Palmer Inc | 120 | $10.3K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 125 | $10.7K | 0.00% | +125 | New |
| EverSource Wealth Advisors, LLC | 118 | $11.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 137 | $11.8K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 143 | $12.3K | 0.00% | +102+248.8% | Added |
| RFP Financial Group LLC | 149 | $12.8K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 150 | $12.9K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 157 | $13.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 162 | $13.9K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 165 | $14.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 166 | $14.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 166 | $14.3K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 159 | $14.6K | 0.01% | +5+3.2% | Added |
| Arlington Trust Co LLC | 189 | $16.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 192 | $16.5K | 0.01% | +192 | New |
| Grove Bank & Trust | 194 | $16.7K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 194 | $16.7K | 0.01% | +1+0.5% | Added |
| Riverview Trust Co | 200 | $17.2K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $17.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $17.2K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 204 | $17.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 228 | $20.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 235 | $20.2K | 0.00% | −404−63.2% | Reduced |
| SRS Capital Advisors, Inc. | 241 | $20.7K | 0.00% | +237+5,925.0% | Added |
| Private Trust Co NA | 250 | $21.5K | 0.00% | −3−1.2% | Reduced |
| AllSquare Wealth Management LLC | 250 | $21.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 255 | $21.9K | 0.00% | −10−3.8% | Reduced |
| Harvest Fund Management Co., Ltd | 265 | $23.0K | 0.00% | −1,855−87.5% | Reduced |
| Zions Bancorporation, N.A. | 269 | $23.1K | 0.00% | −177−39.7% | Reduced |
| Rothschild Investment LLC | 270 | $23.2K | 0.00% | −5−1.8% | Reduced |
| Washington Trust Advisors, Inc. | 274 | $23.5K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 286 | $24.6K | 0.01% | −35−10.9% | Reduced |
| Innealta Capital, LLC | 290 | $24.9K | 0.01% | +290 | New |