| American Capital Advisory, LLC | 1 | $280 | 0.00% | −1−50.0% | Reduced |
| Private Wealth Asset Management, LLC | 1 | $280 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $280 | 0.00% | +1 | New |
| Wealth Watch Advisors, INC | 1 | $280 | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 1 | $281 | 0.00% | +1 | New |
| Ancora Advisors, LLC | 2 | $559 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $559 | 0.00% | +1+100.0% | Added |
| Avalon Trust Co | 2 | $560 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $560 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $839 | 0.00% | −1−25.0% | Reduced |
| Quaker Wealth Management, LLC | 3 | $839 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $839 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3 | $839 | 0.00% | +3 | New |
| Winnow Wealth LLC | 3 | $840 | 0.00% | +3 | New |
| CBIZ Investment Advisory Services, LLC | 4 | $1.12K | 0.00% | −9−69.2% | Reduced |
| AdvisorNet Financial, Inc | 4 | $1.12K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $1.38K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $1.40K | 0.00% | −1−16.7% | Reduced |
| Valued Wealth Advisors LLC | 5 | $1.40K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 6 | $1.67K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 6 | $1.68K | 0.00% | +6 | New |
| Atlantic Trust, LLC | 6 | $1.68K | 0.00% | −56−90.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 7 | $1.96K | 0.00% | +1+16.7% | Added |
| Dogwood Wealth Management LLC | 7 | $1.96K | 0.00% | −12−63.2% | Reduced |
| TFC Financial Management | 7 | $1.96K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 7 | $1.96K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $2.08K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 8 | $2.20K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 9 | $2.52K | 0.01% | +9 | New |
| Strategic Advocates LLC | 9 | $2.52K | 0.00% | +9 | New |
| Pineridge Advisors LLC | 10 | $2.83K | 0.00% | −20−66.7% | Reduced |
| Van Eck Associates Corp | 11 | $3.00K | 0.00% | +9+450.0% | Added |
| Cloud Capital Management, LLC | 12 | $3.00K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 11 | $3.08K | 0.00% | +6+120.0% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $3.28K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 12 | $3.35K | 0.00% | +12 | New |
| Colonial Trust Co | 14 | $3.91K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 15 | $4.19K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 15 | $4.19K | 0.00% | +15 | New |
| Hartford Financial Management Inc. | 16 | $4.47K | 0.00% | +1+6.7% | Added |
| Quest 10 Wealth Builders, Inc. | 18 | $5.03K | 0.00% | −24−57.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $5.03K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 18 | $5.03K | 0.00% | +1+5.9% | Added |
| Hughes Financial Services, LLC | 23 | $5.70K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $5.87K | 0.00% | +4+23.5% | Added |
| C M Bidwell & Associates Ltd | 22 | $6.15K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 22 | $6.15K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 22 | $6.15K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 22 | $6.15K | 0.00% | +2+10.0% | Added |
| Clark Wealth Partners | 26 | $6.32K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 23 | $6.43K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 23 | $6.43K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 23 | $6.43K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 24 | $6.71K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 24 | $6.71K | 0.00% | +1+4.3% | Added |
| Binnacle Investments Inc | 24 | $6.71K | 0.00% | +3+14.3% | Added |
| Activest Wealth Management | 25 | $6.99K | 0.00% | +2+8.7% | Added |
| Vermillion & White Wealth Management Group, LLC | 25 | $6.99K | 0.00% | +25 | New |
| Private Wealth Management Group, LLC | 26 | $7.27K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 26 | $7.27K | 0.00% | +3+13.0% | Added |
| Rational Advisors LLC | 27 | $7.55K | 0.00% | −9−25.0% | Reduced |
| ZRC Wealth Management, LLC | 27 | $7.55K | 0.00% | +27 | New |
| WPG Advisers, LLC | 31 | $8.67K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 33 | $9.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 33 | $9.23K | 0.00% | +33 | New |
| Plante Moran Financial Advisors, LLC | 35 | $9.79K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 36 | $10.1K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 36 | $10.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 38 | $10.6K | 0.00% | −82−68.3% | Reduced |
| Marquette Asset Management, LLC | 39 | $10.9K | 0.00% | +39 | New |
| Aspect Partners, LLC | 40 | $11.2K | 0.01% | −4−9.1% | Reduced |
| Anchor Investment Management, LLC | 40 | $11.2K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 40 | $11.2K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $11.2K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 40 | $11.2K | 0.00% | +40 | New |
| JFS Wealth Advisors, LLC | 48 | $13.4K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 48 | $13.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 48 | $13.5K | 0.00% | +2+4.3% | Added |
| Grove Bank & Trust | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 50 | $14.0K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 50 | $14.0K | 0.00% | +50 | New |
| Farmers & Merchants Investments Inc | 53 | $14.8K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 55 | $15.4K | 0.00% | −6−9.8% | Reduced |
| Central Trust Co | 59 | $16.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 60 | $16.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 65 | $18.2K | 0.00% | −5−7.1% | Reduced |
| TD Waterhouse Canada Inc. | 67 | $18.4K | 0.00% | −882−92.9% | Reduced |
| JPL Wealth Management, LLC | 67 | $18.7K | 0.00% | +67 | New |
| Decker Retirement Planning Inc. | 69 | $19.3K | 0.01% | −2−2.8% | Reduced |
| SJS Investment Consulting Inc. | 70 | $19.6K | 0.00% | +64+1,066.7% | Added |
| GW&K Investment Management, LLC | 72 | $20.0K | 0.00% | +2+2.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 74 | $20.7K | 0.00% | +1+1.4% | Added |
| ORG Partners LLC | 75 | $21.0K | 0.00% | +6+8.7% | Added |
| Old Point Trust & Financial Services N A | 75 | $21.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 76 | $21.0K | 0.01% | −74−49.3% | Reduced |
| Washington Trust Advisors, Inc. | 77 | $21.5K | 0.00% | +77 | New |
| Golden State Wealth Management, LLC | 80 | $22.4K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 85 | $23.8K | 0.00% | +1+1.2% | Added |
| Louisbourg Investments Inc. | 91 | $25.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 94 | $26.3K | 0.00% | −2,847−96.8% | Reduced |