| Keating Financial Advisory Services, Inc. | 1 | $105 | 0.00% | −37−97.4% | Reduced |
| Dogwood Wealth Management LLC | 1 | $105 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $105 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 2 | $210 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 2 | $210 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $210 | 0.00% | +1+100.0% | Added |
| Beaird Harris Wealth Management, LLC | 2 | $213 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3 | $315 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3 | $315 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 3 | $316 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 4 | $421 | 0.00% | −6−60.0% | Reduced |
| Financial Management Professionals, Inc. | 4 | $421 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $421 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $421 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 5 | $526 | 0.00% | +5 | New |
| Vermillion Wealth Management, Inc. | 5 | $526 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $540 | 0.00% | +1+25.0% | Added |
| Purpose Unlimited Inc. | 6 | $631 | 0.00% | +6 | New |
| Torren Management, LLC | 6 | $656 | 0.00% | −205−97.2% | Reduced |
| HFM Investment Advisors, LLC | 7 | $736 | 0.00% | +2+40.0% | Added |
| MV Capital Management, Inc. | 7 | $737 | 0.00% | +2+40.0% | Added |
| Manchester Capital Management LLC | 8 | $842 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 11 | $1.16K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $1.16K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $1.26K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 12 | $1.26K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $1.26K | 0.00% | +4+50.0% | Added |
| SHP Wealth Management | 12 | $1.29K | 0.00% | +8+200.0% | Added |
| SBI Securities Co., Ltd. | 15 | $1.58K | 0.00% | −2−11.8% | Reduced |
| Addison Advisors LLC | 15 | $1.58K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $1.79K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 18 | $1.89K | 0.00% | +13+260.0% | Added |
| Coastline Trust Co | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 19 | $2.00K | 0.00% | +19 | New |
| Capital Analysts, LLC | 21 | $2.00K | 0.00% | −30−58.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 19 | $2.05K | 0.00% | +19 | New |
| Parkside Financial Bank & Trust | 22 | $2.31K | 0.00% | −190−89.6% | Reduced |
| Massmutual Trust Co FSB | 22 | $2.31K | 0.00% | −44−66.7% | Reduced |
| Sachetta, LLC | 25 | $2.63K | 0.00% | +25 | New |
| Assetmark, Inc | 26 | $2.73K | 0.00% | −42−61.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 26 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 27 | $2.84K | 0.00% | −3−10.0% | Reduced |
| Cedar Mountain Advisors, LLC | 29 | $3.05K | 0.00% | +29 | New |
| Richard W. Paul & Associates, LLC | 30 | $3.15K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 33 | $3.47K | 0.00% | +33 | New |
| Bay Harbor Wealth Management, LLC | 34 | $3.58K | 0.00% | +6+21.4% | Added |
| Wall Street Financial Group, Inc. | 34 | $3.58K | 0.00% | +34 | New |
| RWM Asset Management, LLC | 36 | $3.79K | 0.00% | +36 | New |
| High Note Wealth, LLC | 41 | $4.31K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 52 | $5.47K | 0.00% | +7+15.6% | Added |
| Fortitude Family Office, LLC | 62 | $6.52K | 0.00% | +34+121.4% | Added |
| Farmers & Merchants Investments Inc | 63 | $6.63K | 0.00% | −1−1.6% | Reduced |
| Private Trust Co NA | 63 | $6.63K | 0.00% | +63 | New |
| Cassaday & Co Wealth Management LLC | 68 | $7.15K | 0.00% | +68 | New |
| Legend Capital Advisors LLC | 70 | $7.36K | 0.00% | +70 | New |
| Atlantic Trust, LLC | 73 | $7.68K | 0.00% | +14+23.7% | Added |
| Bell Investment Advisors, Inc | 75 | $7.89K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 75 | $7.92K | 0.00% | +6+8.7% | Added |
| Grove Bank & Trust | 77 | $8.10K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 78 | $8.20K | 0.00% | −15−16.1% | Reduced |
| Center for Financial Planning, Inc. | 82 | $8.62K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 90 | $9.46K | 0.00% | −48−34.8% | Reduced |
| SOA Wealth Advisors, LLC. | 90 | $9.46K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 92 | $9.71K | 0.00% | −52−36.1% | Reduced |
| South State Corp. | 97 | $10.2K | 0.00% | +1+1.0% | Added |
| Park Place Capital Corp | 105 | $11.0K | 0.00% | +105 | New |
| WealthCollab, LLC | 112 | $11.8K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 129 | $13.6K | 0.01% | +1+0.8% | Added |
| Harbour Investments, Inc. | 148 | $15.6K | 0.00% | +146+7,300.0% | Added |
| Bayforest Capital Ltd | 151 | $15.9K | 0.02% | +151 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 154 | $16.2K | 0.01% | +154 | New |
| Financially Speaking Inc | 162 | $17.0K | 0.08% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 163 | $17.1K | 0.00% | +163 | New |
| WPG Advisers, LLC | 197 | $20.7K | 0.02% | +6+3.1% | Added |
| Rossby Financial, LCC | 215 | $23.0K | 0.00% | +175+437.5% | Added |
| Salomon & Ludwin, LLC | 228 | $24.0K | 0.00% | +146+178.0% | Added |
| Huntington National Bank | 273 | $28.7K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 292 | $30.7K | 0.00% | +2+0.7% | Added |
| Los Angeles Capital Management LLC | 346 | $36.4K | 0.00% | −13,580−97.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 348 | $36.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 382 | $38.6K | 0.00% | +15+4.1% | Added |
| Vanguard National Trust Co | 371 | $39.0K | 0.00% | +371 | New |
| Rockefeller Capital Management L.P. | 403 | $42.4K | 0.00% | +181+81.5% | Added |
| True Wealth Design, LLC | 425 | $44.7K | 0.01% | +131+44.6% | Added |
| Bessemer Group Inc | 518 | $55.0K | 0.00% | +70+15.6% | Added |
| Caitong International Asset Management Co., Ltd | 530 | $55.7K | 0.01% | +530 | New |
| Atlantic Union Bankshares Corp | 555 | $58.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 607 | $63.9K | 0.00% | +234+62.7% | Added |
| Signaturefd, LLC | 609 | $64.1K | 0.00% | +155+34.1% | Added |
| Northwestern Mutual Wealth Management Co | 615 | $64.7K | 0.00% | +63+11.4% | Added |
| J.Safra Asset Management Corp | 625 | $65.7K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 642 | $67.5K | 0.01% | +35+5.8% | Added |
| Allworth Financial LP | 650 | $68.4K | 0.00% | +323+98.8% | Added |
| Montag A & Associates Inc | 681 | $71.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 732 | $77.0K | 0.00% | −93−11.3% | Reduced |
| MAI Capital Management | 761 | $80.0K | 0.00% | +281+58.5% | Added |
| Nomura Asset Management Co Ltd | 800 | $84.1K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 839 | $88.0K | 0.01% | −456−35.2% | Reduced |
| GAMMA Investing LLC | 848 | $89.2K | 0.00% | +40+5.0% | Added |
| Advisory Services Network, LLC | 856 | $90.1K | 0.00% | +856 | New |