| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $58 | 0.00% | −1−50.0% | Reduced |
| High Note Wealth, LLC | 1 | $98 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $99 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $197 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 2 | $197 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $197 | 0.00% | +2 | New |
| 1015 Capital Partners, LLC | 3 | $295 | 0.00% | −2−40.0% | Reduced |
| Curio Wealth, LLC | 3 | $295 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $296 | 0.00% | +3 | New |
| Nemes Rush Group LLC | 4 | $394 | 0.00% | −2−33.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 5 | $485 | 0.00% | +5 | New |
| Anfield Capital Management, LLC | 5 | $492 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $493 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 5 | $493 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 6 | $591 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $591 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $689 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 7 | $689 | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 8 | $755 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $788 | 0.00% | +8 | New |
| Aventura Private Wealth, LLC | 10 | $984 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 10 | $985 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 10 | $985 | 0.00% | +10 | New |
| South State Corp. | 11 | $1.08K | 0.00% | −29−72.5% | Reduced |
| Legacy Wealth Managment, LLC | 11 | $1.08K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 11 | $1.08K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 12 | $1.18K | 0.00% | +2+20.0% | Added |
| Hughes Financial Services, LLC | 12 | $1.18K | 0.00% | +4+50.0% | Added |
| Intentional Wealth Strategies, LLC | 12 | $1.18K | 0.00% | +12 | New |
| Kilter Group LLC | 13 | $1.28K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 15 | $1.48K | 0.00% | +15 | New |
| Golden State Wealth Management, LLC | 16 | $1.57K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 17 | $1.67K | 0.00% | −111−86.7% | Reduced |
| EFG International AG | 17 | $1.67K | 0.00% | +17 | New |
| Salomon & Ludwin, LLC | 18 | $1.76K | 0.00% | −41−69.5% | Reduced |
| NBC Securities, Inc. | 18 | $1.77K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 18 | $1.77K | 0.00% | +7+63.6% | Added |
| Bruce G. Allen Investments, LLC | 18 | $1.77K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 18 | $1.82K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $1.97K | 0.00% | −1−4.8% | Reduced |
| Albion Financial Group | 20 | $1.97K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $2.00K | 0.00% | −6−18.8% | Reduced |
| Cornerstone Financial Management LLC | 21 | $2.07K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 21 | $2.07K | 0.00% | +1+5.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 23 | $2.26K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 24 | $2.36K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 24 | $2.36K | 0.00% | −24−50.0% | Reduced |
| Dunhill Financial, LLC | 24 | $2.45K | 0.00% | +21+700.0% | Added |
| Johnson Financial Group, Inc. | 25 | $2.46K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 27 | $2.66K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 28 | $2.76K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 28 | $2.76K | 0.00% | +16+133.3% | Added |
| Quarry LP | 30 | $2.95K | 0.00% | −451−93.8% | Reduced |
| 1620 Investment Advisors, Inc. | 30 | $2.95K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 30 | $2.95K | 0.00% | +1+3.4% | Added |
| MV Capital Management, Inc. | 31 | $3.05K | 0.00% | +1+3.3% | Added |
| Rialto Wealth Management, LLC | 31 | $3.05K | 0.00% | +12+63.2% | Added |
| AdvisorNet Financial, Inc | 32 | $3.15K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 33 | $3.25K | 0.00% | −2−5.7% | Reduced |
| Tower View Investment Management & Research LLC | 33 | $3.25K | 0.00% | +33 | New |
| Steigerwald, Gordon & Koch Inc. | 36 | $3.54K | 0.00% | −45−55.6% | Reduced |
| SHP Wealth Management | 40 | $3.90K | 0.00% | +15+60.0% | Added |
| Clearstead Advisors, LLC | 40 | $3.94K | 0.00% | −470−92.2% | Reduced |
| Wolff Wiese Magana LLC | 40 | $3.94K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 42 | $4.13K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 43 | $4.18K | 0.00% | +2+4.9% | Added |
| First Command Advisory Services, Inc. | 44 | $4.33K | 0.00% | +5+12.8% | Added |
| Rossby Financial, LCC | 49 | $4.64K | 0.00% | +42+600.0% | Added |
| Kingdom Financial Group LLC. | 49 | $4.82K | 0.00% | −44−47.3% | Reduced |
| Lloyd Advisory Services, LLC. | 49 | $4.82K | 0.00% | +49 | New |
| Central Trust Co | 52 | $5.12K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 62 | $5.71K | 0.01% | −10−13.9% | Reduced |
| Zions Bancorporation, National Association | 58 | $5.71K | 0.00% | +13+28.9% | Added |
| Valued Wealth Advisors LLC | 58 | $5.71K | 0.00% | +47+427.3% | Added |
| Holos Integrated Wealth LLC | 62 | $5.90K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 58 | $6.00K | 0.00% | −47−44.8% | Reduced |
| Manchester Capital Management LLC | 61 | $6.00K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 62 | $6.10K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 63 | $6.20K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 64 | $6.30K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 66 | $6.50K | 0.00% | +66 | New |
| Beacon Investment Advisory Services, Inc. | 66 | $6.50K | 0.00% | +66 | New |
| Tradewinds Capital Management, LLC | 72 | $7.09K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 74 | $7.28K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 74 | $7.28K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 75 | $7.38K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 76 | $7.48K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 79 | $7.78K | 0.00% | −44,619−99.8% | Reduced |
| Owl Creek Wealth Partners LLC | 80 | $7.87K | 0.00% | +80 | New |
| Bogart Wealth, LLC | 82 | $8.07K | 0.00% | −12−12.8% | Reduced |
| JFS Wealth Advisors, LLC | 83 | $8.17K | 0.00% | −16−16.2% | Reduced |
| Basecamp Wealth Advisors LLC | 83 | $8.17K | 0.00% | +5+6.4% | Added |
| Quent Capital, LLC | 86 | $8.46K | 0.00% | +67+352.6% | Added |
| Danske Bank A/S | 100 | $9.84K | 0.00% | −900−90.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 100 | $9.84K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 103 | $10.1K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 106 | $10.4K | 0.01% | 00.0% | Unchanged |