| TFC Financial Management | 1 | $140 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $140 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $140 | 0.00% | +1 | New |
| Nemes Rush Group LLC | 1 | $140 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $187 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $419 | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 4 | $559 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 4 | $559 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $699 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $699 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $700 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $700 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 5 | $700 | 0.00% | +1+25.0% | Added |
| Cedar Mountain Advisors, LLC | 6 | $839 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $839 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 6 | $839 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 7 | $978 | 0.00% | +2+40.0% | Added |
| Principia Wealth Advisory, LLC | 7 | $979 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7 | $979 | 0.00% | +7 | New |
| Bruce G. Allen Investments, LLC | 8 | $1.12K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 10 | $1.40K | 0.00% | +10 | New |
| Hughes Financial Services, LLC | 11 | $1.54K | 0.00% | −4−26.7% | Reduced |
| First Command Advisory Services, Inc. | 12 | $1.68K | 0.00% | +12 | New |
| Cornerstone Financial Management LLC | 12 | $1.68K | 0.00% | +12 | New |
| Rialto Wealth Management, LLC | 13 | $1.82K | 0.00% | +2+18.2% | Added |
| Rossby Financial, LCC | 13 | $1.82K | 0.00% | +3+30.0% | Added |
| DiNuzzo Private Wealth, Inc. | 14 | $1.96K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 14 | $1.96K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 16 | $2.24K | 0.00% | +16 | New |
| Carolina Wealth Advisors, LLC | 17 | $2.38K | 0.00% | +17 | New |
| Westfuller Advisors, LLC | 17 | $2.41K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 18 | $2.52K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 20 | $2.80K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 22 | $3.08K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 22 | $3.08K | 0.00% | +9+69.2% | Added |
| Motiv8 Investments LLC | 32 | $4.00K | 0.00% | +32 | New |
| Rosenberg Matthew Hamilton | 31 | $4.33K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 31 | $4.33K | 0.00% | +31 | New |
| Fortitude Family Office, LLC | 32 | $4.47K | 0.00% | +4+14.3% | Added |
| Highline Wealth Partners LLC | 33 | $4.61K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 35 | $4.89K | 0.00% | +35 | New |
| Avion Wealth | 36 | $5.00K | 0.00% | +4+12.5% | Added |
| Sachetta, LLC | 37 | $5.17K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 39 | $5.50K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 44 | $6.15K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 45 | $6.29K | 0.00% | −45−50.0% | Reduced |
| High Note Wealth, LLC | 46 | $6.43K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 47 | $6.57K | 0.00% | +18+62.1% | Added |
| Elevated Capital Advisors, LLC | 47 | $6.57K | 0.00% | +47 | New |
| Wolff Wiese Magana LLC | 48 | $6.71K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 51 | $7.13K | 0.00% | +21+70.0% | Added |
| Signature Equity Partners, LLC | 52 | $7.32K | 0.00% | +52 | New |
| SJS Investment Consulting Inc. | 55 | $7.69K | 0.00% | −80−59.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 56 | $7.83K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 59 | $8.25K | 0.00% | +3+5.4% | Added |
| Sound Income Strategies, LLC | 58 | $8.43K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 66 | $9.23K | 0.00% | +66 | New |
| Private Wealth Management Group, LLC | 71 | $9.93K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $10.1K | 0.00% | +22+44.0% | Added |
| Brown Brothers Harriman & Co | 74 | $10.3K | 0.00% | −100−57.5% | Reduced |
| Basecamp Wealth Advisors LLC | 85 | $11.9K | 0.00% | +85 | New |
| True Wealth Design, LLC | 86 | $12.0K | 0.00% | +6+7.5% | Added |
| Transamerica Financial Advisors, Inc. | 91 | $12.8K | 0.00% | +21+30.0% | Added |
| First Horizon Corp | 93 | $13.0K | 0.00% | −76−45.0% | Reduced |
| Cornerstone Planning Group LLC | 105 | $15.3K | 0.00% | −42,301−99.8% | Reduced |
| Private Wealth Asset Management, LLC | 114 | $15.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 115 | $16.1K | 0.00% | +29+33.7% | Added |
| WPG Advisers, LLC | 120 | $16.8K | 0.01% | −6−4.8% | Reduced |
| Spire Wealth Management | 123 | $17.2K | 0.00% | +123 | New |
| Peregrine Capital Management LLC | 126 | $17.6K | 0.00% | +1+0.8% | Added |
| Basepoint Wealth LLC | 133 | $18.6K | 0.01% | +133 | New |
| Cullen/Frost Bankers, Inc. | 133 | $18.7K | 0.00% | +26+24.3% | Added |
| SageView Advisory Group, LLC | 136 | $19.0K | 0.00% | +136 | New |
| Salomon & Ludwin, LLC | 133 | $19.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 139 | $19.4K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 150 | $21.0K | 0.01% | −46−23.5% | Reduced |
| Westside Investment Management, Inc. | 160 | $22.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 167 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 166 | $23.2K | 0.00% | +62+59.6% | Added |
| Hilton Head Capital Partners, LLC | 168 | $23.5K | 0.01% | +168 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 169 | $24.1K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 173 | $24.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 187 | $26.1K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 201 | $28.1K | 0.00% | +1+0.5% | Added |
| Raleigh Capital Management Inc. | 210 | $29.4K | 0.01% | −6−2.8% | Reduced |
| Elyxium Wealth, LLC | 225 | $31.5K | 0.01% | +225 | New |
| Massmutual Trust Co FSB | 225 | $31.5K | 0.00% | −64−22.1% | Reduced |
| Creative Financial Designs Inc | 229 | $32.0K | 0.00% | +160+231.9% | Added |
| Park Place Capital Corp | 232 | $32.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 240 | $33.6K | 0.00% | +101+72.7% | Added |
| Root Financial Partners, LLC | 245 | $34.3K | 0.00% | +42+20.7% | Added |
| Keating Financial Advisory Services, Inc. | 250 | $35.0K | 0.00% | +250 | New |
| Whittier Trust Co | 255 | $37.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 276 | $38.6K | 0.00% | +30+12.2% | Added |
| Covestor Ltd | 276 | $39.0K | 0.02% | −132−32.4% | Reduced |
| Strive Financial Group ,LLC | 279 | $39.0K | 0.02% | +279 | New |
| Los Angeles Capital Management LLC | 319 | $40.7K | 0.00% | +319 | New |
| Ancora Advisors, LLC | 302 | $42.2K | 0.00% | +207+217.9% | Added |
| Wellington-Altus USA Inc. | 316 | $44.2K | 0.03% | +316 | New |
| EverSource Wealth Advisors, LLC | 326 | $45.6K | 0.00% | −69−17.5% | Reduced |