| Capital Advisors, Ltd. LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 40 | $0 | 0.00% | +40 | New |
| Curio Wealth, LLC | 1 | $23 | 0.00% | −124−99.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $24 | 0.00% | −5−83.3% | Reduced |
| TD Waterhouse Canada Inc. | 2 | $46 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2 | $47 | 0.00% | +2 | New |
| Vermillion Wealth Management, Inc. | 2 | $47 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 3 | $70 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 4 | $101 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $140 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 9 | $210 | 0.00% | −66−88.0% | Reduced |
| Hughes Financial Services, LLC | 9 | $210 | 0.00% | +8+800.0% | Added |
| Prosperity Bancshares Inc | 11 | $256 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 13 | $303 | 0.00% | +13 | New |
| Transamerica Financial Advisors, Inc. | 14 | $326 | 0.00% | +13+1,300.0% | Added |
| Quaker Wealth Management, LLC | 15 | $350 | 0.00% | +15 | New |
| Principia Wealth Advisory, LLC | 16 | $373 | 0.00% | +13+433.3% | Added |
| IMA Wealth, Inc. | 17 | $396 | 0.00% | −7−29.2% | Reduced |
| Golden State Equity Partners | 17 | $396 | 0.00% | +17 | New |
| Washington Trust Advisors, Inc. | 19 | $444 | 0.00% | −42−68.9% | Reduced |
| Bare Financial Services, Inc | 20 | $466 | 0.00% | +20 | New |
| Cornerstone Financial Management LLC | 20 | $466 | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 23 | $536 | 0.00% | −12−34.3% | Reduced |
| Greykasell Wealth Strategies, Inc. | 24 | $559 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 28 | $652 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 31 | $722 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 31 | $722 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 33 | $769 | 0.00% | +11+50.0% | Added |
| Keating Financial Advisory Services, Inc. | 34 | $792 | 0.00% | −58−63.0% | Reduced |
| First Horizon Corp | 35 | $816 | 0.00% | −548−94.0% | Reduced |
| South State Corp. | 35 | $816 | 0.00% | +21+150.0% | Added |
| Cornerstone Planning Group LLC | 32 | $825 | 0.00% | +30+1,500.0% | Added |
| CoreCap Advisors, LLC | 37 | $862 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 40 | $932 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 41 | $955 | 0.00% | +41 | New |
| PayPay Securities Corp | 40 | $970 | 0.03% | +13+48.1% | Added |
| Maseco LLP | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 45 | $1.05K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 47 | $1.09K | 0.00% | +47 | New |
| Ancora Advisors, LLC | 49 | $1.14K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 50 | $1.17K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 51 | $1.19K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 53 | $1.24K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 59 | $1.38K | 0.00% | +59 | New |
| UMA Financial Services, Inc. | 60 | $1.40K | 0.00% | +60 | New |
| AdvisorNet Financial, Inc | 63 | $1.47K | 0.00% | +63 | New |
| CVA Family Office, LLC | 64 | $1.49K | 0.00% | +46+255.6% | Added |
| MV Capital Management, Inc. | 71 | $1.66K | 0.00% | +46+184.0% | Added |
| Aspect Partners, LLC | 83 | $1.93K | 0.00% | +23+38.3% | Added |
| Dogwood Wealth Management LLC | 85 | $1.98K | 0.00% | −9−9.6% | Reduced |
| Innovative Asset Advisors Group, LLC | 91 | $2.12K | 0.00% | +91 | New |
| Rosenberg Matthew Hamilton | 99 | $2.31K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 99 | $2.31K | 0.00% | +40+67.8% | Added |
| SHP Wealth Management | 99 | $2.31K | 0.00% | +99 | New |
| Glen Eagle Advisors, LLC | 100 | $2.33K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 107 | $2.49K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 95 | $2.50K | 0.00% | +95 | New |
| Farmers & Merchants Investments Inc | 113 | $2.63K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 126 | $2.94K | 0.00% | +120+2,000.0% | Added |
| Zions Bancorporation, National Association | 127 | $2.96K | 0.00% | +67+111.7% | Added |
| Rossby Financial, LCC | 137 | $3.14K | 0.00% | +122+813.3% | Added |
| Huntington National Bank | 139 | $3.24K | 0.00% | −849−85.9% | Reduced |
| Brown Brothers Harriman & Co | 149 | $3.47K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 154 | $3.59K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 161 | $3.75K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 165 | $3.85K | 0.00% | +165 | New |
| Fortitude Family Office, LLC | 190 | $4.43K | 0.00% | −14−6.9% | Reduced |
| Arlington Trust Co LLC | 191 | $4.45K | 0.00% | +191 | New |
| Advocate Investing Services LLC | 200 | $4.66K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 202 | $4.71K | 0.00% | +157+348.9% | Added |
| Northwestern Mutual Wealth Management Co | 213 | $4.96K | 0.00% | −583−73.2% | Reduced |
| Medallion Wealth Advisors, LLC | 225 | $5.24K | 0.00% | −174−43.6% | Reduced |
| Owl Creek Wealth Partners LLC | 230 | $5.36K | 0.00% | +230 | New |
| Quent Capital, LLC | 236 | $5.50K | 0.00% | +206+686.7% | Added |
| Rothschild Investment LLC | 240 | $5.59K | 0.00% | +223+1,311.8% | Added |
| Private Wealth Management Group, LLC | 240 | $5.59K | 0.00% | +240 | New |
| Atlantic Union Bankshares Corp | 250 | $5.83K | 0.00% | −366−59.4% | Reduced |
| Kilter Group LLC | 250 | $5.83K | 0.00% | +197+371.7% | Added |
| JPL Wealth Management, LLC | 250 | $5.83K | 0.00% | +250 | New |
| Bessemer Group Inc | 253 | $6.00K | 0.00% | −1,456−85.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 261 | $6.08K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 260 | $6.19K | 0.00% | −303−53.8% | Reduced |
| BankPlus Trust Department | 268 | $6.24K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 300 | $6.99K | 0.00% | −200−40.0% | Reduced |
| Harbour Investments, Inc. | 300 | $6.99K | 0.00% | −141−32.0% | Reduced |
| Root Financial Partners, LLC | 307 | $7.15K | 0.00% | −72−19.0% | Reduced |
| True Wealth Design, LLC | 321 | $7.48K | 0.00% | +321 | New |
| Spire Wealth Management | 359 | $8.37K | 0.00% | +2+0.6% | Added |
| EFG International AG | 368 | $8.57K | 0.00% | −107,157−99.7% | Reduced |
| Y.D. More Investments Ltd | 400 | $9.32K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 444 | $10.1K | 0.00% | +444 | New |
| Plato Investment Management Ltd | 459 | $10.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 473 | $11.0K | 0.00% | +183+63.1% | Added |
| Center for Financial Planning, Inc. | 480 | $11.2K | 0.00% | +480 | New |
| Cullen/Frost Bankers, Inc. | 500 | $11.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 519 | $12.1K | 0.00% | +24+4.8% | Added |
| Clearstead Advisors, LLC | 530 | $12.3K | 0.00% | −500−48.5% | Reduced |
| Eurizon Capital SGR S.p.A. | 594 | $13.9K | 0.00% | +185+45.2% | Added |
| Creative Financial Designs Inc | 600 | $14.0K | 0.00% | +600 | New |
| Larson Financial Group LLC | 610 | $14.2K | 0.00% | −205−25.2% | Reduced |