| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Beacon Capital Management, LLC | 1 | $178 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 1 | $178 | 0.00% | +1 | New |
| Creekmur Asset Management LLC | 1 | $178 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 2 | $356 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $356 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $358 | 0.00% | +2 | New |
| International Assets Investment Management, LLC | 3 | $533 | 0.00% | +3 | New |
| Financial Network Wealth Advisors LLC | 3 | $533 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $534 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $711 | 0.00% | +4 | New |
| Riggs Asset Managment Co. Inc. | 4 | $712 | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 5 | $889 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 5 | $889 | 0.00% | +4+400.0% | Added |
| Wolff Wiese Magana LLC | 5 | $889 | 0.00% | +5 | New |
| Avion Wealth | 6 | $1.00K | 0.00% | −3−33.3% | Reduced |
| TFC Financial Management | 6 | $1.07K | 0.00% | −4−40.0% | Reduced |
| Horizon Financial Services, LLC | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $1.25K | 0.00% | −2−22.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $1.25K | 0.00% | +1+16.7% | Added |
| Dunhill Financial, LLC | 9 | $1.59K | 0.00% | +2+28.6% | Added |
| Bellevue Asset Management, LLC | 9 | $1.60K | 0.00% | −1−10.0% | Reduced |
| Fairman Group, LLC | 9 | $1.60K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 9 | $1.60K | 0.00% | −3−25.0% | Reduced |
| Harbour Investments, Inc. | 10 | $1.78K | 0.00% | +6+150.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $2.49K | 0.00% | −3−17.6% | Reduced |
| Hartford Financial Management Inc. | 15 | $2.67K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 15 | $2.67K | 0.00% | +15 | New |
| First Pacific Financial | 16 | $2.85K | 0.00% | −24−60.0% | Reduced |
| Valley National Advisers Inc | 21 | $3.00K | 0.00% | +21 | New |
| Tortoise Investment Management, LLC | 18 | $3.20K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 19 | $3.38K | 0.00% | +9+90.0% | Added |
| Ashton Thomas Private Wealth, LLC | 20 | $3.56K | 0.00% | +20 | New |
| Fuller & Thaler Asset Management, Inc. | 22 | $3.91K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 22 | $3.91K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 24 | $4.27K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 24 | $4.27K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 28 | $4.98K | 0.00% | −5−15.2% | Reduced |
| GW&K Investment Management, LLC | 26 | $5.00K | 0.00% | +22+550.0% | Added |
| Abound Wealth Management | 29 | $5.16K | 0.00% | +3+11.5% | Added |
| ORG Partners LLC | 30 | $5.27K | 0.00% | +30 | New |
| JFS Wealth Advisors, LLC | 30 | $5.33K | 0.00% | −10−25.0% | Reduced |
| SRS Capital Advisors, Inc. | 31 | $5.51K | 0.00% | +31 | New |
| CVA Family Office, LLC | 34 | $6.04K | 0.00% | +29+580.0% | Added |
| Fairway Wealth LLC | 34 | $6.04K | 0.00% | +34 | New |
| Plante Moran Financial Advisors, LLC | 35 | $6.22K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 36 | $6.40K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 35 | $6.54K | 0.00% | +35 | New |
| Anchor Investment Management, LLC | 40 | $7.11K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 47 | $8.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 48 | $8.53K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 48 | $8.54K | 0.00% | −75−61.0% | Reduced |
| Sachetta, LLC | 46 | $8.60K | 0.00% | +6+15.0% | Added |
| Family CFO Inc | 50 | $8.89K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $8.89K | 0.00% | +50 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 52 | $9.25K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 52 | $9.25K | 0.01% | +52 | New |
| Farmers & Merchants Investments Inc | 53 | $9.42K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 53 | $9.42K | 0.00% | +17+47.2% | Added |
| Raleigh Capital Management Inc. | 54 | $9.60K | 0.00% | +37+217.6% | Added |
| Exchange Traded Concepts, LLC | 55 | $9.78K | 0.00% | +10+22.2% | Added |
| Magellan Asset Management Ltd | 60 | $10.7K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 61 | $10.8K | 0.01% | +7+13.0% | Added |
| Bruce G. Allen Investments, LLC | 61 | $10.8K | 0.01% | +35+134.6% | Added |
| West Paces Advisors Inc. | 62 | $11.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 69 | $12.3K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 70 | $12.4K | 0.00% | +50+250.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 73 | $13.0K | 0.00% | +37+102.8% | Added |
| Riverview Trust Co | 75 | $13.3K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 84 | $14.9K | 0.00% | −97−53.6% | Reduced |
| Covestor Ltd | 86 | $15.0K | 0.01% | +2+2.4% | Added |
| Rise Advisors, LLC | 85 | $15.1K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 89 | $15.8K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 93 | $16.5K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 96 | $17.1K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 97 | $17.2K | 0.00% | +97 | New |
| Key Financial Inc | 100 | $17.8K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $17.8K | 0.00% | +100 | New |
| MV Capital Management, Inc. | 104 | $18.5K | 0.00% | −4−3.7% | Reduced |
| Compass Wealth Management LLC | 108 | $19.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 106 | $19.8K | 0.00% | −136−56.2% | Reduced |
| Global Retirement Partners, LLC | 115 | $20.4K | 0.00% | +30+35.3% | Added |
| Concord Wealth Partners | 117 | $20.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 124 | $22.0K | 0.00% | +4+3.3% | Added |
| Crewe Advisors LLC | 128 | $22.8K | 0.00% | +128 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 140 | $24.9K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 143 | $25.1K | 0.00% | +143 | New |
| Venturi Wealth Management, LLC | 147 | $26.1K | 0.00% | +147 | New |
| Raffa Wealth Management, LLC | 149 | $26.5K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 150 | $26.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 151 | $26.9K | 0.00% | +32+26.9% | Added |
| Cromwell Holdings LLC | 153 | $27.2K | 0.02% | +153 | New |
| Spire Wealth Management | 155 | $27.6K | 0.00% | −439−73.9% | Reduced |
| Horizon Bancorp Inc | 173 | $31.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 184 | $32.7K | 0.00% | −36−16.4% | Reduced |
| Ronald Blue Trust, Inc. | 176 | $33.4K | 0.00% | +131+291.1% | Added |
| Tobam | 193 | $34.0K | 0.01% | −286−59.7% | Reduced |
| Eagle Bay Advisors LLC | 192 | $34.1K | 0.02% | −110−36.4% | Reduced |