| Caitong International Asset Management Co., Ltd | 1 | $145 | 0.00% | −222−99.6% | Reduced |
| Raffa Wealth Management, LLC | 1 | $145 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $145 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $159 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $290 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 3 | $434 | 0.00% | −5−62.5% | Reduced |
| MV Capital Management, Inc. | 3 | $434 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $434 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $434 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $434 | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $578 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $578 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $578 | 0.00% | +4 | New |
| Sunbelt Securities, Inc. | 5 | $723 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $868 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $868 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 6 | $868 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 6 | $868 | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $1.00K | 0.00% | +4+80.0% | Added |
| Navigoe, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $1.01K | 0.00% | +7 | New |
| Ares Financial Consulting, LLC | 7 | $1.03K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 8 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $1.16K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $1.30K | 0.00% | +3+50.0% | Added |
| SHP Wealth Management | 9 | $1.30K | 0.00% | +9 | New |
| Twin Peaks Wealth Advisors, LLC | 9 | $1.30K | 0.00% | +9 | New |
| Cromwell Holdings LLC | 10 | $1.45K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 10 | $1.45K | 0.00% | +10 | New |
| Toth Financial Advisory Corp | 10 | $1.45K | 0.00% | +10 | New |
| South State Corp. | 11 | $1.59K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $1.74K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.74K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 13 | $1.88K | 0.00% | −6−31.6% | Reduced |
| Investors Portfolio Services LLC | 12 | $2.00K | 0.00% | −1−7.7% | Reduced |
| Capital Analysts, LLC | 13 | $2.00K | 0.00% | +13 | New |
| First Command Advisory Services, Inc. | 16 | $2.31K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $2.46K | 0.00% | +6+54.5% | Added |
| IFM Investors Pty Ltd | 18 | $2.60K | 0.00% | +18 | New |
| Golden State Equity Partners | 20 | $2.89K | 0.00% | +20 | New |
| Marquette Asset Management, LLC | 20 | $2.89K | 0.00% | +20 | New |
| Addison Advisors LLC | 23 | $3.33K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 25 | $3.62K | 0.00% | −2−7.4% | Reduced |
| SBI Securities Co., Ltd. | 26 | $3.76K | 0.00% | −16−38.1% | Reduced |
| McGuire Capital Advisors Inc | 29 | $4.19K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 29 | $4.27K | 0.00% | +12+70.6% | Added |
| Innovative Asset Advisors Group, LLC | 30 | $4.34K | 0.00% | +30 | New |
| Altshuler Shaham Ltd | 31 | $4.48K | 0.00% | −3−8.8% | Reduced |
| Cedar Mountain Advisors, LLC | 31 | $4.48K | 0.00% | +31 | New |
| Whipplewood Advisors, LLC | 31 | $4.48K | 0.00% | +31 | New |
| JFS Wealth Advisors, LLC | 31 | $4.48K | 0.00% | −7−18.4% | Reduced |
| JPL Wealth Management, LLC | 32 | $4.63K | 0.00% | +32 | New |
| Intentional Wealth Strategies, LLC | 32 | $4.63K | 0.00% | +32 | New |
| PFS Partners, LLC | 33 | $4.77K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 33 | $4.86K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 38 | $5.50K | 0.00% | +12+46.2% | Added |
| Fortitude Family Office, LLC | 38 | $5.50K | 0.00% | +27+245.5% | Added |
| Zions Bancorporation, National Association | 39 | $5.64K | 0.00% | +24+160.0% | Added |
| Sankala Group LLC | 40 | $5.80K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 41 | $5.93K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 43 | $6.22K | 0.00% | +43 | New |
| Huntington National Bank | 45 | $6.51K | 0.00% | −666−93.7% | Reduced |
| Farmers & Merchants Investments Inc | 48 | $6.94K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 48 | $6.94K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 50 | $7.23K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 50 | $7.23K | 0.00% | +50 | New |
| Pinnacle Wealth Planning Services, Inc. | 51 | $7.38K | 0.00% | −10−16.4% | Reduced |
| Atlantic Trust, LLC | 51 | $7.38K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 52 | $7.52K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 53 | $7.67K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 58 | $8.39K | 0.00% | +55+1,833.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 59 | $8.53K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 61 | $8.82K | 0.00% | −231−79.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 67 | $9.31K | 0.00% | +67 | New |
| Bullock Wealth Management Group | 64 | $9.42K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 67 | $9.69K | 0.01% | +67 | New |
| Activest Wealth Management | 68 | $9.81K | 0.00% | +68 | New |
| Wolff Wiese Magana LLC | 70 | $10.1K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 72 | $10.4K | 0.01% | +6+9.1% | Added |
| First Pacific Financial | 75 | $10.8K | 0.00% | +18+31.6% | Added |
| Leonteq Securities AG | 80 | $11.6K | 0.00% | −27−25.2% | Reduced |
| Smithfield Trust Co | 85 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 87 | $12.6K | 0.00% | +87 | New |
| Natixis | 90 | $13.0K | 0.00% | +90 | New |
| Adirondack Trust Co | 100 | $14.5K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 100 | $14.5K | 0.00% | +18+22.0% | Added |
| Spire Wealth Management | 101 | $14.6K | 0.00% | +101 | New |
| Bell Investment Advisors, Inc | 106 | $15.3K | 0.00% | +11+11.6% | Added |
| Godfrey Financial Associates, Inc. | 110 | $15.9K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 110 | $15.9K | 0.00% | +5+4.8% | Added |
| Mather Group, LLC. | 111 | $16.1K | 0.00% | +111 | New |
| Sittner & Nelson, LLC | 120 | $17.4K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 140 | $20.2K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 147 | $21.3K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 150 | $21.7K | 0.00% | +150 | New |
| Darwin Advisors, LLC | 151 | $21.8K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 158 | $22.9K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 171 | $24.7K | 0.01% | +12+7.5% | Added |