| Wood Tarver Financial Group, LLC | 3 | $0 | 0.00% | +3 | New |
| Cape Investment Advisory, Inc. | 1 | $76 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $76 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $153 | 0.00% | +2 | New |
| Redwood Park Advisors LLC | 2 | $153 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $158 | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 2 | $177 | 0.00% | +2 | New |
| Winnow Wealth LLC | 4 | $244 | 0.00% | +4 | New |
| Crewe Advisors LLC | 4 | $306 | 0.00% | −59−93.7% | Reduced |
| MPWM Advisory Solutions, LLC | 4 | $306 | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 5 | $383 | 0.00% | −162−97.0% | Reduced |
| NBC Securities, Inc. | 7 | $605 | 0.06% | −7,793−99.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 8 | $612 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 8 | $612 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 8 | $613 | 0.00% | +8 | Added |
| Valued Wealth Advisors LLC | 8 | $614 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $688 | 0.00% | +9 | New |
| Beacon Capital Management, LLC | 10 | $765 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 10 | $765 | 0.00% | +10 | New |
| Cassady Schiller Wealth Management, LLC | 11 | $841 | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 13 | $994 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 13 | $994 | 0.00% | +13 | New |
| Picton Mahoney Asset Management | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 21 | $1.00K | 0.00% | +13+162.5% | Added |
| Trifecta Capital Advisors, LLC | 14 | $1.07K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 15 | $1.15K | 0.00% | −15−50.0% | Reduced |
| BankPlus Trust Department | 16 | $1.22K | 0.00% | +16 | New |
| MCF Advisors LLC | 20 | $1.53K | 0.00% | 00.0% | Unchanged |
| City State Bank | 22 | $1.68K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $1.68K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 22 | $1.68K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 23 | $1.76K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 23 | $1.76K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 25 | $1.91K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 25 | $1.91K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 25 | $1.91K | 0.00% | +25 | New |
| NewSquare Capital LLC | 28 | $2.14K | 0.00% | +28 | New |
| Colonial Trust Co | 28 | $2.14K | 0.00% | +28 | New |
| Creekmur Asset Management LLC | 29 | $2.22K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 32 | $2.45K | 0.00% | −4,840−99.3% | Reduced |
| Dunhill Financial, LLC | 33 | $2.49K | 0.00% | +2+6.5% | Added |
| WPG Advisers, LLC | 33 | $2.52K | 0.00% | +33 | New |
| TFC Financial Management | 33 | $2.52K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 36 | $2.75K | 0.00% | −1−2.7% | Reduced |
| Proequities, Inc. | 37 | $2.90K | 0.00% | −3−7.5% | Reduced |
| United Community Bank | 39 | $2.98K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 43 | $3.29K | 0.00% | −580−93.1% | Reduced |
| Bell Investment Advisors, Inc | 43 | $3.29K | 0.00% | +12+38.7% | Added |
| Rakuten Securities, Inc. | 45 | $3.44K | 0.00% | −19−29.7% | Reduced |
| South Plains Financial, Inc. | 46 | $3.52K | 0.00% | +46 | New |
| Asset Dedication, LLC | 49 | $3.75K | 0.00% | −51−51.0% | Reduced |
| Copia Wealth Management | 60 | $4.59K | 0.00% | +60 | New |
| Private Wealth Management Group, LLC | 68 | $5.20K | 0.00% | +4+6.3% | Added |
| MV Capital Management, Inc. | 70 | $5.36K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 75 | $5.74K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 78 | $5.97K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 81 | $6.20K | 0.00% | +81 | New |
| Whipplewood Advisors, LLC | 83 | $6.35K | 0.00% | +83 | New |
| Semmax Financial Advisors Inc. | 88 | $6.43K | 0.00% | +4+4.8% | Added |
| Creative Financial Designs Inc | 88 | $6.73K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 91 | $6.96K | 0.00% | +91 | New |
| Park Place Capital Corp | 97 | $7.42K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 100 | $7.65K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $7.65K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 100 | $7.65K | 0.00% | +100 | New |
| Fiduciary Advisors, Inc. | 100 | $7.65K | 0.01% | +100 | New |
| Westside Investment Management, Inc. | 100 | $7.65K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 109 | $8.34K | 0.01% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 111 | $8.49K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 115 | $8.80K | 0.00% | −51−30.7% | Reduced |
| Bangor Savings Bank | 117 | $8.95K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 118 | $9.03K | 0.00% | +118 | New |
| Atwood & Palmer Inc | 120 | $9.18K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 127 | $10.0K | 0.00% | +11+9.5% | Added |
| McIlrath & Eck, LLC | 136 | $10.4K | 0.00% | +136 | New |
| JFS Wealth Advisors, LLC | 141 | $10.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 141 | $10.8K | 0.00% | +23+19.5% | Added |
| Chelsea Counsel Co | 150 | $11.5K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 151 | $11.6K | 0.00% | +151 | New |
| SJS Investment Consulting Inc. | 153 | $11.7K | 0.00% | −9−5.6% | Reduced |
| Sachetta, LLC | 154 | $11.8K | 0.00% | −5−3.1% | Reduced |
| LRI Investments, LLC | 157 | $12.0K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 166 | $12.7K | 0.00% | +1+0.6% | Added |
| Farmers & Merchants Investments Inc | 166 | $12.7K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 179 | $13.0K | 0.00% | −263−59.5% | Reduced |
| Meeder Asset Management Inc | 185 | $14.2K | 0.00% | +131+242.6% | Added |
| Arlington Trust Co LLC | 189 | $14.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 189 | $14.5K | 0.01% | −3−1.6% | Reduced |
| True Wealth Design, LLC | 190 | $14.5K | 0.01% | −104−35.4% | Reduced |
| Assetmark, Inc | 195 | $14.9K | 0.00% | +87+80.6% | Added |
| Riverview Trust Co | 200 | $15.3K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 200 | $15.3K | 0.00% | +41+25.8% | Added |
| GHP Investment Advisors, Inc. | 200 | $15.3K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 216 | $16.5K | 0.00% | −32−12.9% | Reduced |
| Washington Trust Advisors, Inc. | 222 | $17.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 219 | $17.0K | 0.00% | −79−26.5% | Reduced |
| Private Trust Co NA | 231 | $17.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 237 | $18.1K | 0.00% | −329−58.1% | Reduced |
| Spire Wealth Management | 248 | $19.0K | 0.00% | +78+45.9% | Added |
| AllSquare Wealth Management LLC | 250 | $19.1K | 0.01% | 00.0% | Unchanged |