| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Unique Wealth Strategies, LLC | 1 | $425 | 0.00% | +1 | New |
| ORG Partners LLC | 1 | $499 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $503 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1 | $503 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $767 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2 | $969 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 2 | $1.01K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $1.01K | 0.00% | +2 | New |
| CVA Family Office, LLC | 2 | $1.01K | 0.00% | +2 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $1.51K | 0.00% | −273−98.9% | Reduced |
| St Germain D J Co Inc | 3 | $1.51K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $1.51K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $1.51K | 0.00% | +2+200.0% | Added |
| Dunhill Financial, LLC | 4 | $1.94K | 0.00% | +1+33.3% | Added |
| Bogart Wealth, LLC | 4 | $2.01K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 4 | $2.01K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4 | $2.01K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $2.01K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $2.01K | 0.00% | +4 | New |
| Naples Money Management LLC | 5 | $2.50K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $2.51K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 5 | $2.51K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5 | $2.51K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $2.51K | 0.00% | +2+66.7% | Added |
| Triad Wealth Partners, LLC | 5 | $2.51K | 0.00% | +5 | New |
| Chris Bulman Inc | 5 | $2.51K | 0.00% | +5 | New |
| TSFG, LLC | 5 | $3.00K | 0.00% | −14−73.7% | Reduced |
| Lazard Asset Management LLC | 6 | $3.00K | 0.00% | −1−14.3% | Reduced |
| Bellevue Asset Management, LLC | 6 | $3.02K | 0.00% | −1−14.3% | Reduced |
| Sound Income Strategies, LLC | 6 | $3.02K | 0.00% | −155−96.3% | Reduced |
| Eagle Bay Advisors LLC | 6 | $3.02K | 0.00% | −1−14.3% | Reduced |
| Fairman Group, LLC | 6 | $3.02K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 6 | $3.02K | 0.00% | +6 | New |
| Innealta Capital, LLC | 6 | $3.02K | 0.00% | +6 | New |
| Castleview Partners, LLC | 7 | $3.52K | 0.00% | −90−92.8% | Reduced |
| Bruce G. Allen Investments, LLC | 7 | $3.52K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 7 | $3.52K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $4.02K | 0.00% | +5+250.0% | Added |
| Optiver Holding B.V. | 8 | $4.02K | 0.00% | +8 | New |
| JJJ Advisors Inc. | 8 | $4.02K | 0.00% | −16−66.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 11 | $5.53K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 11 | $5.53K | 0.00% | +2+22.2% | Added |
| Key Financial Inc | 12 | $6.03K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 12 | $6.03K | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 12 | $6.03K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $6.03K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 13 | $6.54K | 0.00% | +13 | New |
| Crewe Advisors LLC | 13 | $6.54K | 0.00% | −6−31.6% | Reduced |
| EverSource Wealth Advisors, LLC | 12 | $6.82K | 0.00% | +3+33.3% | Added |
| Jamison Private Wealth Management, Inc. | 14 | $7.04K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 17 | $8.55K | 0.00% | +17 | New |
| Valued Wealth Advisors LLC | 20 | $10.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 18 | $10.2K | 0.00% | −40−69.0% | Reduced |
| Ranger Investment Management, L.P. | 21 | $10.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 22 | $11.1K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 23 | $11.6K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 24 | $12.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 26 | $13.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 27 | $13.6K | 0.00% | −2−6.9% | Reduced |
| Fortis Group Advisors, LLC | 27 | $13.6K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 28 | $14.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $14.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 29 | $14.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $15.1K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 31 | $15.6K | 0.00% | −8−20.5% | Reduced |
| Covestor Ltd | 33 | $17.0K | 0.01% | −38−53.5% | Reduced |
| Annapolis Financial Services, LLC | 34 | $17.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 34 | $17.1K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 35 | $17.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 40 | $20.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 40 | $20.1K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 42 | $21.1K | 0.00% | +42 | New |
| Financial Network Wealth Advisors LLC | 42 | $21.8K | 0.02% | +42 | New |
| Fortitude Family Office, LLC | 46 | $23.1K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 47 | $23.6K | 0.05% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 48 | $24.1K | 0.00% | +21+77.8% | Added |
| Venturi Wealth Management, LLC | 49 | $24.6K | 0.00% | +3+6.5% | Added |
| Independence Bank of Kentucky | 50 | $25.1K | 0.01% | +50 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $25.1K | 0.01% | +50 | New |
| MV Capital Management, Inc. | 54 | $27.2K | 0.00% | +4+8.0% | Added |
| Smithfield Trust Co | 54 | $28.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 58 | $29.2K | 0.01% | −15−20.5% | Reduced |
| Custom Portfolio Group LLC | 60 | $30.2K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 73 | $31.0K | 0.00% | +56+329.4% | Added |
| Bangor Savings Bank | 63 | $31.7K | 0.00% | −5−7.4% | Reduced |
| Pinnacle Financial Partners Inc | 75 | $31.9K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 64 | $32.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 65 | $32.7K | 0.00% | −5−7.1% | Reduced |
| EntryPoint Capital, LLC | 67 | $33.7K | 0.02% | −121−64.4% | Reduced |
| Spire Wealth Management | 69 | $34.7K | 0.00% | −5−6.8% | Reduced |
| Barrett & Company, Inc. | 70 | $35.2K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 71 | $35.7K | 0.01% | +1+1.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 75 | $37.7K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 75 | $37.7K | 0.01% | +75 | New |
| Lynx Investment Advisory | 75 | $37.7K | 0.03% | +75 | New |
| Colonial Trust Co | 84 | $41.5K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 84 | $42.2K | 0.00% | 00.0% | Unchanged |