| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Rakuten Securities, Inc. | 3 | $250 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $250 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 5 | $416 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 6 | $500 | 0.00% | +6 | New |
| Impact Partnership Wealth, LLC | 8 | $666 | 0.00% | −1,999−99.6% | Reduced |
| Colonial Trust Advisors | 11 | $915 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 11 | $918 | 0.00% | +5+83.3% | Added |
| Concord Wealth Partners | 12 | $999 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 12 | $999 | 0.00% | +12 | New |
| Harvest Fund Management Co., Ltd | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | +9 | New |
| True Wealth Design, LLC | 13 | $1.08K | 0.00% | +6+85.7% | Added |
| Pacific Capital Wealth Advisors, Inc | 13 | $1.08K | 0.00% | +13 | New |
| Sachetta, LLC | 16 | $1.27K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $1.35K | 0.00% | +2+14.3% | Added |
| Trust Co of Vermont | 19 | $1.58K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 21 | $1.75K | 0.00% | +21 | New |
| First PREMIER Bank | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $2.00K | 0.00% | −8−36.4% | Reduced |
| Fairman Group, LLC | 25 | $2.08K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 25 | $2.08K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 25 | $2.08K | 0.00% | +20+400.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 25 | $2.08K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $2.33K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 30 | $2.50K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 30 | $2.50K | 0.00% | +30 | New |
| ICA Group Wealth Management, LLC | 31 | $2.58K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 32 | $2.66K | 0.00% | −54−62.8% | Reduced |
| SJS Investment Consulting Inc. | 36 | $3.00K | 0.00% | −1−2.7% | Reduced |
| Global Retirement Partners, LLC | 38 | $3.16K | 0.00% | +13+52.0% | Added |
| GPS Wealth Strategies Group, LLC | 38 | $3.17K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 42 | $3.50K | 0.00% | +3+7.7% | Added |
| Raffa Wealth Management, LLC | 43 | $3.58K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 44 | $3.66K | 0.00% | −513−92.1% | Reduced |
| Stone House Investment Management, LLC | 45 | $3.74K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 47 | $3.91K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $4.16K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $4.16K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 50 | $4.16K | 0.00% | +35+233.3% | Added |
| Valued Wealth Advisors LLC | 54 | $4.49K | 0.00% | +30+125.0% | Added |
| Geneos Wealth Management Inc. | 59 | $4.91K | 0.00% | +11+22.9% | Added |
| Venturi Wealth Management, LLC | 60 | $4.99K | 0.00% | −110−64.7% | Reduced |
| First Command Advisory Services, Inc. | 60 | $4.99K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 57 | $5.00K | 0.00% | +12+26.7% | Added |
| Frazier Financial Advisors, LLC | 62 | $5.16K | 0.00% | −11−15.1% | Reduced |
| Bell Investment Advisors, Inc | 65 | $5.41K | 0.00% | −5−7.1% | Reduced |
| Arlington Trust Co LLC | 69 | $5.74K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 70 | $5.83K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 70 | $5.83K | 0.01% | −530−88.3% | Reduced |
| Quent Capital, LLC | 71 | $5.93K | 0.00% | +8+12.7% | Added |
| Core Wealth Advisors, Inc. | 75 | $6.24K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 77 | $6.41K | 0.00% | −28−26.7% | Reduced |
| Manchester Capital Management LLC | 81 | $6.74K | 0.00% | +63+350.0% | Added |
| Washington Trust Co | 83 | $6.91K | 0.00% | −3−3.5% | Reduced |
| WR Wealth Planners, LLC | 84 | $6.99K | 0.00% | +84 | New |
| GW&K Investment Management, LLC | 79 | $7.00K | 0.00% | +3+3.9% | Added |
| Ancora Advisors, LLC | 85 | $7.07K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 89 | $7.41K | 0.00% | −35−28.2% | Reduced |
| Carolinas Wealth Consulting LLC | 94 | $7.82K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 99 | $8.24K | 0.00% | +99 | New |
| Wellington Shields Capital Management, LLC | 100 | $8.32K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 104 | $8.65K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 105 | $8.74K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 110 | $9.15K | 0.00% | −5−4.3% | Reduced |
| South State Corp. | 129 | $10.7K | 0.00% | −1,371−91.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 130 | $10.8K | 0.04% | +130 | New |
| Wetzel Investment Advisors, Inc. | 138 | $11.0K | 0.01% | +37+36.6% | Added |
| Smithfield Trust Co | 141 | $11.0K | 0.00% | +41+41.0% | Added |
| Farmers & Merchants Investments Inc | 139 | $11.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 143 | $11.9K | 0.00% | +2+1.4% | Added |
| Fortitude Family Office, LLC | 144 | $12.0K | 0.01% | +70+94.6% | Added |
| Jones Financial Companies LLLP | 148 | $12.3K | 0.00% | −63−29.9% | Reduced |
| MV Capital Management, Inc. | 149 | $12.4K | 0.00% | −389−72.3% | Reduced |
| Allworth Financial LP | 166 | $13.8K | 0.00% | +45+37.2% | Added |
| Grove Bank & Trust | 180 | $15.0K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 185 | $15.4K | 0.00% | −14−7.0% | Reduced |
| Catalyst Capital Advisors LLC | 185 | $15.4K | 0.00% | −14−7.0% | Reduced |
| First United Bank Trust | 200 | $16.6K | 0.01% | +200 | New |
| Exchange Traded Concepts, LLC | 200 | $16.6K | 0.00% | +200 | New |
| nVerses Capital, LLC | 200 | $16.6K | 0.04% | +200 | New |
| Beacon Capital Management, LLC | 201 | $16.7K | 0.00% | +200+20,000.0% | Added |
| Hantz Financial Services, Inc. | 207 | $17.0K | 0.00% | −208−50.1% | Reduced |
| New Covenant Trust Company, N.A. | 205 | $17.1K | 0.02% | +205 | New |
| Hoey Investments, Inc | 210 | $17.5K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 219 | $18.2K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 230 | $19.1K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 230 | $19.2K | 0.00% | +1+0.4% | Added |
| Deseret Mutual Benefit Administrators | 234 | $19.5K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 265 | $19.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 251 | $20.9K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 250 | $21.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 264 | $22.0K | 0.01% | +264 | New |
| Trifecta Capital Advisors, LLC | 280 | $23.3K | 0.01% | −1,300−82.3% | Reduced |
| REAP Financial Group, LLC | 290 | $24.1K | 0.01% | −148−33.8% | Reduced |
| Motco | 290 | $24.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 292 | $24.3K | 0.00% | +1+0.3% | Added |
| Westside Investment Management, Inc. | 300 | $25.0K | 0.01% | +300 | New |
| Continuum Advisory, LLC | 337 | $25.1K | 0.00% | −21,580−98.5% | Reduced |
| Lindbrook Capital, LLC | 314 | $26.1K | 0.00% | +9+3.0% | Added |