| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Chesapeake Asset Management LLC | 1 | $189 | 0.00% | +1 | New |
| Ancora Advisors, LLC | 1 | $190 | 0.00% | −49−98.0% | Reduced |
| Rakuten Securities, Inc. | 1 | $190 | 0.00% | −1−50.0% | Reduced |
| Beacon Capital Management, LLC | 1 | $190 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 1 | $190 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1 | $190 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $358 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $380 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2 | $380 | 0.00% | +2 | New |
| Claris Advisors, LLC | 2 | $380 | 0.00% | +2 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $569 | 0.00% | +3 | New |
| First Personal Financial Services | 3 | $570 | 0.00% | +3 | New |
| Voisard Asset Management Group, Inc. | 3 | $570 | 0.00% | +3 | New |
| Riggs Asset Managment Co. Inc. | 4 | $760 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $760 | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 4 | $760 | 0.00% | +4 | New |
| Colonial Trust Co | 4 | $763 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 5 | $950 | 0.00% | −144−96.6% | Reduced |
| Carolinas Wealth Consulting LLC | 5 | $950 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $950 | 0.00% | +5 | New |
| Horizon Financial Services, LLC | 6 | $1.14K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.14K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 6 | $1.14K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 7 | $1.33K | 0.00% | +7 | New |
| Financial Network Wealth Advisors LLC | 8 | $1.52K | 0.00% | +5+166.7% | Added |
| Fairman Group, LLC | 9 | $1.71K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $1.90K | 0.00% | +3+42.9% | Added |
| Avion Wealth | 12 | $2.00K | 0.00% | +6+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $2.09K | 0.00% | +4+57.1% | Added |
| Carolina Wealth Advisors, LLC | 11 | $2.09K | 0.00% | +11 | New |
| Continuum Advisory, LLC | 12 | $2.21K | 0.00% | +12 | New |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $2.66K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 14 | $2.66K | 0.01% | +9+180.0% | Added |
| Hartford Financial Management Inc. | 15 | $2.85K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $3.04K | 0.00% | +6+60.0% | Added |
| Hexagon Capital Partners LLC | 16 | $3.04K | 0.00% | +16 | New |
| Tortoise Investment Management, LLC | 18 | $3.42K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 18 | $3.42K | 0.00% | +2+12.5% | Added |
| Dunhill Financial, LLC | 19 | $3.53K | 0.00% | +10+111.1% | Added |
| Pineridge Advisors LLC | 19 | $3.61K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 19 | $3.61K | 0.00% | +19 | New |
| Altshuler Shaham Ltd | 20 | $3.80K | 0.00% | +20 | New |
| Peterson Financial Group, Inc. | 21 | $3.99K | 0.02% | +21 | New |
| Fuller & Thaler Asset Management, Inc. | 22 | $4.18K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 22 | $4.18K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 22 | $4.18K | 0.00% | +22 | New |
| Gables Capital Management Inc. | 23 | $4.37K | 0.00% | +23 | New |
| Sunbelt Securities, Inc. | 24 | $4.56K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 24 | $4.56K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 28 | $5.32K | 0.00% | +28 | New |
| Abound Wealth Management | 29 | $5.51K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 30 | $5.70K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 33 | $6.27K | 0.00% | +33 | New |
| CVA Family Office, LLC | 34 | $6.46K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 34 | $6.46K | 0.00% | +6+21.4% | Added |
| Bare Financial Services, Inc | 35 | $6.65K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 35 | $6.65K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $6.65K | 0.00% | +5+16.7% | Added |
| Oakworth Capital, Inc. | 36 | $6.84K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 40 | $7.60K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $7.60K | 0.00% | −6−13.0% | Reduced |
| Ashton Thomas Securities, LLC | 41 | $7.79K | 0.00% | +41 | New |
| Financial Management Professionals, Inc. | 47 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 48 | $9.12K | 0.00% | −6−11.1% | Reduced |
| Salomon & Ludwin, LLC | 48 | $9.12K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 48 | $9.12K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 50 | $9.50K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 51 | $9.69K | 0.00% | −2−3.8% | Reduced |
| PEAK6 Investments LLC | 51 | $9.69K | 0.00% | +51 | New |
| Farmers & Merchants Investments Inc | 53 | $10.1K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 53 | $10.1K | 0.00% | +53 | New |
| Magellan Asset Management Ltd | 60 | $11.4K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 62 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 62 | $11.8K | 0.01% | +1+1.6% | Added |
| Hemington Wealth Management | 71 | $12.0K | 0.00% | +71 | New |
| Harel Insurance Investments & Financial Services Ltd. | 67 | $13.0K | 0.00% | −19,779−99.7% | Reduced |
| Central Trust Co | 69 | $13.1K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 70 | $13.3K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 73 | $13.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 75 | $14.2K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 79 | $15.0K | 0.00% | +48+154.8% | Added |
| Umb Bank N A | 81 | $15.4K | 0.00% | −121−59.9% | Reduced |
| Advisors Asset Management, Inc. | 81 | $15.4K | 0.00% | +81 | New |
| Venturi Wealth Management, LLC | 81 | $15.4K | 0.00% | −66−44.9% | Reduced |
| Rise Advisors, LLC | 85 | $16.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 87 | $16.5K | 0.00% | +81+1,350.0% | Added |
| United Community Bank | 93 | $17.7K | 0.01% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 94 | $17.8K | 0.37% | +94 | New |
| MV Capital Management, Inc. | 94 | $17.9K | 0.00% | −10−9.6% | Reduced |
| HM Payson & Co | 94 | $17.9K | 0.00% | +5+5.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $18.0K | 0.01% | −175−63.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 96 | $18.2K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 97 | $18.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 100 | $19.0K | 0.01% | +100 | New |
| GW&K Investment Management, LLC | 98 | $19.0K | 0.00% | +72+276.9% | Added |
| Zions Bancorporation, N.A. | 102 | $19.4K | 0.00% | −82−44.6% | Reduced |
| Larson Financial Group LLC | 104 | $19.8K | 0.00% | −1,748−94.4% | Reduced |
| Compass Wealth Management LLC | 108 | $20.5K | 0.00% | 00.0% | Unchanged |