| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $329 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1 | $329 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1 | $330 | 0.00% | +1 | New |
| Atticus Wealth Management, LLC | 2 | $659 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $659 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $659 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 2 | $659 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $659 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $988 | 0.00% | −27−90.0% | Reduced |
| Mascoma Wealth Management LLC | 3 | $988 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 3 | $988 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4 | $1.00K | 0.00% | −2−33.3% | Reduced |
| Avion Wealth | 6 | $1.00K | 0.00% | +1+20.0% | Added |
| Valley National Advisers Inc | 6 | $1.00K | 0.00% | +1+20.0% | Added |
| Unique Wealth Strategies, LLC | 3 | $1.19K | 0.00% | +3 | New |
| Sachetta, LLC | 4 | $1.20K | 0.00% | +1+33.3% | Added |
| Longfellow Investment Management Co LLC | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 5 | $1.65K | 0.00% | −3−37.5% | Reduced |
| Prestige Wealth Management Group LLC | 5 | $1.65K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 5 | $1.65K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 6 | $1.98K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 7 | $2.27K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 7 | $2.31K | 0.00% | −1−12.5% | Reduced |
| Baldwin Brothers Inc | 7 | $2.31K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 7 | $2.31K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $2.31K | 0.00% | +1+16.7% | Added |
| SJS Investment Consulting Inc. | 7 | $2.31K | 0.00% | −1−12.5% | Reduced |
| Dunhill Financial, LLC | 7 | $2.43K | 0.00% | +1+16.7% | Added |
| Versant Capital Management, Inc | 8 | $2.63K | 0.00% | −3−27.3% | Reduced |
| Coppell Advisory Solutions LLC | 8 | $2.63K | 0.00% | +8 | New |
| Tucker Asset Management LLC | 8 | $2.63K | 0.00% | +8 | New |
| JNBA Financial Advisors | 8 | $2.64K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 9 | $2.96K | 0.00% | +9 | New |
| Abound Wealth Management | 9 | $2.97K | 0.00% | −10−52.6% | Reduced |
| PFG Private Wealth Management, LLC | 11 | $3.62K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $3.62K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $3.95K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 12 | $3.95K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 12 | $3.95K | 0.00% | +12 | New |
| Jones Financial Companies LLLP | 12 | $3.96K | 0.00% | +6+100.0% | Added |
| Capital Advisors, Ltd. LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 13 | $4.28K | 0.00% | −9−40.9% | Reduced |
| Harbor Investment Advisory, LLC | 13 | $4.28K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 13 | $4.28K | 0.00% | +13 | New |
| Pacific Capital Wealth Advisors, Inc | 13 | $4.28K | 0.00% | +13 | New |
| AdvisorNet Financial, Inc | 14 | $4.61K | 0.00% | −29−67.4% | Reduced |
| Morgan Dempsey Capital Management LLC | 14 | $4.61K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 14 | $4.61K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 14 | $4.61K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 17 | $5.60K | 0.00% | +17 | New |
| Triad Wealth Partners, LLC | 17 | $5.60K | 0.00% | +17 | New |
| Logan Capital Management Inc | 17 | $5.62K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 18 | $6.00K | 0.00% | +18 | New |
| Pacific Center for Financial Services | 19 | $6.26K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 22 | $7.25K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 22 | $7.25K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 22 | $7.25K | 0.01% | +22 | New |
| Kelly Financial Services LLC | 23 | $7.59K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 24 | $7.91K | 0.00% | +3+14.3% | Added |
| Webster Bank, N. A. | 24 | $7.91K | 0.00% | +24 | New |
| Zions Bancorporation, N.A. | 26 | $8.56K | 0.00% | +3+13.0% | Added |
| Ashton Thomas Private Wealth, LLC | 26 | $8.56K | 0.00% | +26 | New |
| SYSTM Wealth Solutions LLC | 26 | $8.56K | 0.00% | −741−96.6% | Reduced |
| Financial Perspectives, Inc | 27 | $8.92K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 30 | $9.88K | 0.00% | −61−67.0% | Reduced |
| Valued Wealth Advisors LLC | 30 | $9.91K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 34 | $11.0K | 0.00% | +1+3.0% | Added |
| Ranger Investment Management, L.P. | 34 | $11.2K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 34 | $11.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $11.5K | 0.00% | −1−2.8% | Reduced |
| Anchor Investment Management, LLC | 36 | $11.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 38 | $12.5K | 0.01% | +38 | New |
| Red Tortoise LLC | 40 | $13.2K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 41 | $13.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 43 | $14.2K | 0.00% | +11+34.4% | Added |
| Operose Advisors LLC | 44 | $14.5K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 45 | $14.8K | 0.01% | +17+60.7% | Added |
| Annapolis Financial Services, LLC | 46 | $15.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 50 | $16.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 50 | $16.5K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 52 | $17.1K | 0.02% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 54 | $17.6K | 0.00% | −543−91.0% | Reduced |
| IFP Advisors, Inc | 57 | $18.7K | 0.00% | +12+26.7% | Added |
| Farmers & Merchants Investments Inc | 59 | $19.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 72 | $21.7K | 0.01% | −58−44.6% | Reduced |
| International Assets Investment Management, LLC | 66 | $21.7K | 0.00% | +66 | New |
| Cullen/Frost Bankers, Inc. | 71 | $23.4K | 0.00% | +71 | New |
| Contravisory Investment Management, Inc. | 75 | $24.7K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 79 | $26.0K | 0.01% | −21−21.0% | Reduced |
| Bell Investment Advisors, Inc | 87 | $28.7K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 93 | $30.6K | 0.01% | +4+4.5% | Added |
| Crewe Advisors LLC | 93 | $30.6K | 0.00% | +71+322.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 99 | $32.6K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 100 | $32.9K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 100 | $32.9K | 0.08% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 100 | $32.9K | 0.01% | +100 | New |
| Hazlett, Burt & Watson, Inc. | 100 | $33.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 105 | $34.6K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 110 | $36.2K | 0.01% | 00.0% | Unchanged |