| Kayne Anderson Rudnick Investment Management LLC | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $143 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $144 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $144 | 0.00% | +1 | New |
| Prestige Wealth Management Group LLC | 2 | $287 | 0.00% | +2 | New |
| Whipplewood Advisors, LLC | 2 | $287 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $287 | 0.00% | +2 | New |
| Intentional Wealth Strategies, LLC | 2 | $287 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 3 | $431 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 4 | $574 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4 | $574 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $574 | 0.00% | +4 | New |
| Vermillion Wealth Management, Inc. | 4 | $574 | 0.00% | +4 | New |
| Geneos Wealth Management Inc. | 4 | $574 | 0.00% | +4 | New |
| Spire Wealth Management | 4 | $574 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $717 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $717 | 0.00% | +5 | New |
| South State Corp. | 5 | $718 | 0.00% | −25−83.3% | Reduced |
| Valued Wealth Advisors LLC | 5 | $718 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 6 | $860 | 0.00% | +3+100.0% | Added |
| CX Institutional | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $1.00K | 0.00% | +4+133.3% | Added |
| Cromwell Holdings LLC | 9 | $1.29K | 0.00% | +3+50.0% | Added |
| Creative Financial Designs Inc | 9 | $1.29K | 0.00% | +9 | New |
| Purpose Unlimited Inc. | 9 | $1.29K | 0.00% | +9 | New |
| Ares Financial Consulting, LLC | 9 | $1.32K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $1.58K | 0.00% | +5+83.3% | Added |
| Harbor Investment Advisory, LLC | 11 | $1.58K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 11 | $1.58K | 0.00% | +10+1,000.0% | Added |
| Elevated Capital Advisors, LLC | 12 | $1.72K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 12 | $1.72K | 0.00% | +3+33.3% | Added |
| Dunhill Financial, LLC | 12 | $1.74K | 0.00% | +11+1,100.0% | Added |
| First Command Advisory Services, Inc. | 13 | $1.86K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 14 | $2.01K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 15 | $2.15K | 0.00% | −651−97.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 15 | $2.15K | 0.00% | +1+7.1% | Added |
| Legacy Wealth Managment, LLC | 17 | $2.44K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 19 | $2.73K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $2.87K | 0.00% | +20 | New |
| Ogorek Anthony Joseph | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21 | $3.09K | 0.00% | +21 | New |
| Sound Income Strategies, LLC | 22 | $3.23K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $3.44K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 24 | $3.44K | 0.00% | +7+41.2% | Added |
| IMA Wealth, Inc. | 25 | $3.58K | 0.00% | −1−3.8% | Reduced |
| PFS Partners, LLC | 26 | $3.73K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27 | $3.87K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 30 | $4.30K | 0.00% | −2−6.3% | Reduced |
| Bare Financial Services, Inc | 33 | $4.73K | 0.00% | +10+43.5% | Added |
| LRI Investments, LLC | 34 | $4.88K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 34 | $4.88K | 0.00% | +34 | New |
| Raffa Wealth Management, LLC | 37 | $5.31K | 0.00% | +1+2.8% | Added |
| Advisors Asset Management, Inc. | 39 | $5.59K | 0.00% | −53−57.6% | Reduced |
| Hoey Investments, Inc | 39 | $5.59K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 40 | $5.74K | 0.00% | +7+21.2% | Added |
| Vanguard National Trust Co | 40 | $5.74K | 0.00% | +40 | New |
| Moisand Fitzgerald Tamayo, LLC | 41 | $5.88K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 44 | $6.31K | 0.00% | +44 | New |
| Farmers & Merchants Investments Inc | 47 | $6.74K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 49 | $7.03K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 38 | $7.08K | 0.00% | −2−5.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 51 | $7.31K | 0.00% | +8+18.6% | Added |
| Retirement Wealth Solutions LLC | 53 | $7.60K | 0.00% | +20+60.6% | Added |
| Wolff Wiese Magana LLC | 55 | $7.89K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 57 | $8.18K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 62 | $8.89K | 0.00% | +19+44.2% | Added |
| Rossby Financial, LCC | 64 | $9.38K | 0.00% | +26+68.4% | Added |
| SJS Investment Consulting Inc. | 67 | $9.61K | 0.00% | +49+272.2% | Added |
| Northwestern Mutual Wealth Management Co | 68 | $9.75K | 0.00% | −180−72.6% | Reduced |
| Smithfield Trust Co | 70 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 71 | $10.2K | 0.00% | +7+10.9% | Added |
| Private Wealth Management Group, LLC | 83 | $11.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 92 | $13.2K | 0.00% | −14−13.2% | Reduced |
| Fortitude Family Office, LLC | 92 | $13.2K | 0.00% | +30+48.4% | Added |
| CVA Family Office, LLC | 92 | $13.2K | 0.00% | +92 | New |
| Matrix Trust Co | 101 | $14.0K | 0.00% | +6+6.3% | Added |
| Atlantic Trust, LLC | 99 | $14.2K | 0.00% | +24+32.0% | Added |
| Uniplan Investment Counsel, Inc. | 112 | $16.2K | 0.00% | +112 | New |
| ZRC Wealth Management, LLC | 116 | $16.6K | 0.01% | +10+9.4% | Added |
| Bell Investment Advisors, Inc | 117 | $16.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 142 | $20.7K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 153 | $21.9K | 0.00% | +153 | New |
| Basecamp Wealth Advisors LLC | 170 | $24.4K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 179 | $25.7K | 0.00% | 00.0% | Unchanged |
| Bayban | 179 | $25.7K | 0.02% | +179 | New |
| Westside Investment Management, Inc. | 186 | $27.1K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $28.7K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 207 | $29.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 208 | $29.8K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 213 | $30.5K | 0.01% | +213 | New |
| BOK Financial Private Wealth, Inc. | 220 | $31.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 232 | $33.3K | 0.00% | +6+2.7% | Added |
| Evergreen Advisors, LLC | 254 | $36.4K | 0.01% | +254 | New |
| Brown Brothers Harriman & Co | 269 | $38.6K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 282 | $40.4K | 0.00% | +79+38.9% | Added |
| Smartleaf Asset Management LLC | 302 | $41.2K | 0.00% | +37+14.0% | Added |
| Operose Advisors LLC | 307 | $44.0K | 0.01% | +7+2.3% | Added |
| True Wealth Design, LLC | 322 | $46.2K | 0.01% | −14−4.2% | Reduced |