| Transamerica Financial Advisors, Inc. | 1 | $95 | 0.00% | +1 | New |
| Frazier Financial Advisors, LLC | 3 | $285 | 0.00% | +3 | New |
| Nvest Wealth Strategies, Inc. | 3 | $285 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 5 | $474 | 0.00% | −2,989−99.8% | Reduced |
| Raleigh Capital Management Inc. | 8 | $804 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12 | $1.14K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 13 | $1.23K | 0.00% | −12−48.0% | Reduced |
| Ronald Blue Trust, Inc. | 13 | $1.23K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 14 | $1.33K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 15 | $1.42K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 15 | $1.42K | 0.00% | +3+25.0% | Added |
| Intentional Wealth Strategies, LLC | 16 | $1.52K | 0.00% | +16 | New |
| Financial Network Wealth Advisors LLC | 17 | $1.61K | 0.00% | +17 | New |
| Godfrey Financial Associates, Inc. | 19 | $1.80K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 21 | $1.99K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 29 | $2.74K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 30 | $2.84K | 0.00% | +30 | New |
| Leonteq Securities AG | 30 | $2.88K | 0.00% | −979−97.0% | Reduced |
| Highline Wealth Partners LLC | 33 | $3.13K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 33 | $3.13K | 0.00% | +15+83.3% | Added |
| TD Private Client Wealth LLC | 34 | $3.18K | 0.00% | +15+78.9% | Added |
| JPL Wealth Management, LLC | 34 | $3.22K | 0.00% | +34 | New |
| Fortitude Family Office, LLC | 41 | $3.88K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 43 | $4.08K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 45 | $4.26K | 0.00% | +45 | New |
| Ancora Advisors, LLC | 47 | $4.45K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 49 | $4.71K | 0.00% | +49 | New |
| Evolution Wealth Management Inc. | 50 | $4.74K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 52 | $4.93K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 54 | $5.12K | 0.00% | +45+500.0% | Added |
| Cornerstone Financial Management LLC | 59 | $5.59K | 0.01% | +23+63.9% | Added |
| Crewe Advisors LLC | 65 | $6.16K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 70 | $6.63K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 72 | $6.82K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 78 | $7.39K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 79 | $7.49K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 88 | $8.34K | 0.00% | +76+633.3% | Added |
| Mather Group, LLC. | 93 | $8.81K | 0.00% | +93 | New |
| High Point Wealth Management, LLC | 100 | $9.47K | 0.01% | +100 | New |
| True Wealth Design, LLC | 101 | $9.57K | 0.00% | +34+50.7% | Added |
| Bare Financial Services, Inc | 106 | $10.0K | 0.00% | +106 | New |
| Bard Associates Inc | 111 | $10.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 146 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 142 | $13.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 144 | $13.6K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 144 | $13.6K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 147 | $13.9K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 150 | $14.2K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 150 | $14.2K | 0.00% | −108−41.9% | Reduced |
| LRI Investments, LLC | 150 | $14.2K | 0.00% | +150 | New |
| Bryn Mawr Trust Co | 152 | $14.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 153 | $14.5K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 169 | $16.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 169 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 151 | $16.6K | 0.00% | +21+16.2% | Added |
| Tobam | 129 | $17.0K | 0.00% | +129 | New |
| Financial Consulate, Inc | 184 | $17.4K | 0.00% | +175+1,944.4% | Added |
| Evelyn Partners Investment Management Services Ltd | 185 | $17.5K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 185 | $17.5K | 0.00% | +185 | New |
| Colonial Trust Advisors | 200 | $18.9K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 200 | $18.9K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 200 | $19.1K | 0.00% | +200 | New |
| Advisory Services Network, LLC | 217 | $20.6K | 0.00% | +217 | New |
| WPG Advisers, LLC | 218 | $20.7K | 0.02% | −10−4.4% | Reduced |
| Swiss Re Ltd | 237 | $22.4K | 0.14% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 240 | $22.7K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 250 | $23.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 248 | $23.7K | 0.00% | +39+18.7% | Added |
| Groupe la Francaise | 262 | $24.8K | 0.00% | −75−22.3% | Reduced |
| Truvestments Capital LLC | 262 | $24.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 271 | $25.7K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 291 | $27.6K | 0.01% | +291 | New |
| Asset Dedication, LLC | 294 | $27.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 295 | $28.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 301 | $28.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 311 | $29.5K | 0.00% | +22+7.6% | Added |
| JFS Wealth Advisors, LLC | 325 | $30.8K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 374 | $35.7K | 0.00% | +374 | New |
| GAMMA Investing LLC | 381 | $36.1K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 400 | $37.9K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 400 | $37.9K | 0.01% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 408 | $38.7K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 416 | $39.4K | 0.00% | +5+1.2% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 450 | $42.6K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 468 | $44.3K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 485 | $46.0K | 0.00% | −617−56.0% | Reduced |
| Atlantic Union Bankshares Corp | 500 | $47.4K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 503 | $47.7K | 0.00% | +142+39.3% | Added |
| SBI Securities Co., Ltd. | 513 | $48.6K | 0.00% | +16+3.2% | Added |
| Addison Advisors LLC | 522 | $49.5K | 0.01% | +42+8.8% | Added |
| AdvisorNet Financial, Inc | 532 | $50.4K | 0.00% | +87+19.6% | Added |
| Spire Wealth Management | 550 | $52.1K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 575 | $54.0K | 0.00% | −147−20.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 574 | $54.3K | 0.02% | −293−33.8% | Reduced |
| Global Assets Advisory, LLC | 575 | $54.5K | 0.02% | +575 | New |
| NBC Securities, Inc. | 588 | $55.7K | 0.00% | −25−4.1% | Reduced |
| Capital Analysts, LLC | 600 | $57.0K | 0.00% | +5+0.8% | Added |
| Central Trust Co | 614 | $58.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 636 | $60.3K | 0.00% | 00.0% | Unchanged |