| Danske Bank A/S | 1 | $14 | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $72 | 0.00% | +5 | New |
| Smallwood Wealth Investment Management, LLC | 7 | $100 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 10 | $143 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $144 | 0.00% | +6+150.0% | Added |
| American Capital Advisory, LLC | 11 | $158 | 0.00% | +7+175.0% | Added |
| Caitong International Asset Management Co., Ltd | 12 | $172 | 0.00% | −7−36.8% | Reduced |
| CWM Advisors, LLC | 13 | $190 | 0.00% | +13 | New |
| Valued Wealth Advisors LLC | 14 | $197 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15 | $215 | 0.00% | +15 | New |
| Monetary Solutions, Ltd | 16 | $229 | 0.00% | +16 | New |
| WPG Advisers, LLC | 18 | $258 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 18 | $259 | 0.00% | −177−90.8% | Reduced |
| HFM Investment Advisors, LLC | 19 | $273 | 0.00% | −5−20.8% | Reduced |
| Hilton Head Capital Partners, LLC | 20 | $287 | 0.00% | +20 | New |
| Principia Wealth Advisory, LLC | 23 | $330 | 0.00% | +1+4.5% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 25 | $371 | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 26 | $373 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 28 | $402 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 31 | $445 | 0.00% | −1−3.1% | Reduced |
| Essential Partners LLC | 32 | $459 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 34 | $488 | 0.00% | +34 | New |
| Cornerstone Planning Group LLC | 33 | $501 | 0.00% | +9+37.5% | Added |
| Wealth Watch Advisors, INC | 37 | $531 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 39 | $557 | 0.00% | +23+143.8% | Added |
| Wolff Wiese Magana LLC | 40 | $574 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 45 | $645 | 0.00% | +5+12.5% | Added |
| ZRC Wealth Management, LLC | 56 | $810 | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 59 | $846 | 0.00% | +59 | New |
| DiNuzzo Private Wealth, Inc. | 64 | $918 | 0.00% | −8−11.1% | Reduced |
| SJS Investment Consulting Inc. | 64 | $919 | 0.00% | +42+190.9% | Added |
| McGuire Capital Advisors Inc | 67 | $961 | 0.00% | +67 | New |
| Avion Wealth | 101 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 83 | $1.19K | 0.00% | +83 | New |
| Signature Equity Partners, LLC | 84 | $1.21K | 0.00% | +84 | New |
| Anchor Investment Management, LLC | 90 | $1.29K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 92 | $1.32K | 0.00% | −99−51.8% | Reduced |
| Financial Consulate, Inc | 92 | $1.32K | 0.00% | +50+119.0% | Added |
| Paladin Partners, LLC | 100 | $1.43K | 0.00% | +100 | New |
| Rialto Wealth Management, LLC | 109 | $1.56K | 0.00% | +9+9.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 109 | $1.57K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 114 | $1.63K | 0.00% | +100+714.3% | Added |
| Rakuten Securities, Inc. | 117 | $1.68K | 0.00% | −1,062−90.1% | Reduced |
| True Wealth Design, LLC | 125 | $1.79K | 0.00% | −313−71.5% | Reduced |
| DT Investment Partners, LLC | 125 | $1.79K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 125 | $1.79K | 0.00% | +10+8.7% | Added |
| Cornerstone Financial Management LLC | 125 | $1.79K | 0.00% | +125 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 126 | $1.81K | 0.00% | +126 | New |
| Clayton Financial Group LLC | 127 | $1.82K | 0.00% | +127 | New |
| IMG Wealth Management, Inc. | 138 | $1.98K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 162 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 135 | $2.00K | 0.00% | +135 | New |
| Bruce G. Allen Investments, LLC | 144 | $2.06K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 153 | $2.19K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 170 | $2.43K | 0.00% | −397−70.0% | Reduced |
| Thompson Investment Management, Inc. | 177 | $2.54K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 178 | $2.55K | 0.00% | +157+747.6% | Added |
| Clark Wealth Partners | 188 | $2.70K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 192 | $2.75K | 0.00% | +2+1.1% | Added |
| Atlantic Union Bankshares Corp | 200 | $2.87K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 202 | $2.90K | 0.00% | +97+92.4% | Added |
| Keating Financial Advisory Services, Inc. | 203 | $2.91K | 0.00% | +203 | New |
| Valley National Advisers Inc | 259 | $3.00K | 0.00% | +259 | New |
| Sachetta, LLC | 211 | $3.03K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 211 | $3.03K | 0.00% | +211 | New |
| Crewe Advisors LLC | 219 | $3.14K | 0.00% | +219 | New |
| Millstone Evans Group, LLC | 222 | $3.18K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 224 | $3.21K | 0.00% | −1,519−87.1% | Reduced |
| SHP Wealth Management | 233 | $3.34K | 0.00% | +233 | New |
| South State Corp. | 239 | $3.43K | 0.00% | −35−12.8% | Reduced |
| Salomon & Ludwin, LLC | 239 | $3.52K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 272 | $3.91K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 283 | $4.06K | 0.00% | −3−1.0% | Reduced |
| MV Capital Management, Inc. | 285 | $4.09K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 290 | $4.16K | 0.00% | +135+87.1% | Added |
| Optiver Holding B.V. | 296 | $4.25K | 0.00% | +296 | New |
| Ares Financial Consulting, LLC | 329 | $4.72K | 0.00% | +329 | New |
| POM Investment Strategies, LLC | 344 | $4.93K | 0.00% | +344 | New |
| FNY Investment Advisers, LLC | 400 | $5.00K | 0.00% | +386+2,757.1% | Added |
| Legacy Bridge, LLC | 364 | $5.22K | 0.00% | +364 | New |
| Garton & Associates Financial Advisors LLC | 382 | $5.48K | 0.00% | +382 | New |
| UMA Financial Services, Inc. | 388 | $5.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 392 | $5.62K | 0.00% | +78+24.8% | Added |
| Truvestments Capital LLC | 432 | $6.20K | 0.00% | −31,473−98.6% | Reduced |
| Spire Wealth Management | 440 | $6.31K | 0.00% | +17+4.0% | Added |
| Trust Co of Vermont | 442 | $6.34K | 0.00% | +442 | New |
| Fortitude Family Office, LLC | 447 | $6.41K | 0.00% | +44+10.9% | Added |
| Prestige Wealth Management Group LLC | 484 | $6.94K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 488 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 608 | $7.12K | 0.00% | +608 | New |
| Tripletail Wealth Management, LLC | 500 | $7.17K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 500 | $7.17K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 500 | $7.17K | 0.01% | +500 | New |
| CVA Family Office, LLC | 509 | $7.30K | 0.00% | −1,500−74.7% | Reduced |
| Addison Advisors LLC | 509 | $7.30K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 545 | $7.82K | 0.00% | +545 | New |
| Manchester Capital Management LLC | 567 | $8.13K | 0.00% | +377+198.4% | Added |
| Westside Investment Management, Inc. | 575 | $8.25K | 0.00% | −225−28.1% | Reduced |