| Abound Wealth Management | 0 | $246 | 0.00% | 0 | Unchanged |
| Golden State Equity Partners | 1 | $521 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $522 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $522 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1 | $522 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $522 | 0.00% | +1 | New |
| Owl Creek Wealth Partners LLC | 1 | $522 | 0.00% | +1 | New |
| Ancora Advisors, LLC | 2 | $1.04K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $1.04K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 2 | $1.04K | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $1.04K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $1.04K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2 | $1.04K | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $1.04K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2 | $1.04K | 0.00% | +2 | New |
| PEAK6 LLC | 3 | $1.41K | 0.00% | +3 | New |
| South State Corp. | 3 | $1.56K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $1.56K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $1.56K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 4 | $2.09K | 0.00% | +1+33.3% | Added |
| Vermillion Wealth Management, Inc. | 4 | $2.09K | 0.00% | +4 | New |
| Chilton Capital Management LLC | 4 | $2.09K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $2.09K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 4 | $2.46K | 0.00% | +2+100.0% | Added |
| IMA Wealth, Inc. | 5 | $2.61K | 0.00% | −2−28.6% | Reduced |
| Retirement Wealth Solutions LLC | 5 | $2.61K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5 | $2.61K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 5 | $2.61K | 0.00% | +2+66.7% | Added |
| Raffa Wealth Management, LLC | 5 | $2.61K | 0.00% | +3+150.0% | Added |
| First Horizon Corp | 5 | $2.61K | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 5 | $2.61K | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $3.00K | 0.00% | −1−14.3% | Reduced |
| Hughes Financial Services, LLC | 6 | $3.13K | 0.00% | +3+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $3.13K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 7 | $3.39K | 0.00% | −1−12.5% | Reduced |
| Clearstead Advisors, LLC | 7 | $3.65K | 0.00% | −524−98.7% | Reduced |
| Prestige Wealth Management Group LLC | 7 | $3.65K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $3.65K | 0.00% | +1+16.7% | Added |
| North Star Investment Management Corp. | 7 | $3.65K | 0.00% | +6+600.0% | Added |
| Rossby Financial, LCC | 7 | $3.75K | 0.00% | −7−50.0% | Reduced |
| Colonial Trust Co | 8 | $3.95K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 8 | $4.17K | 0.00% | −8−50.0% | Reduced |
| Glen Eagle Advisors, LLC | 8 | $4.17K | 0.00% | 00.0% | Unchanged |
| Ninepoint Partners LP | 8 | $4.17K | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 8 | $4.17K | 0.00% | +2+33.3% | Added |
| WealthCollab, LLC | 9 | $4.69K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 9 | $4.69K | 0.00% | +1+12.5% | Added |
| Bogart Wealth, LLC | 9 | $4.69K | 0.00% | +1+12.5% | Added |
| Bare Financial Services, Inc | 9 | $4.69K | 0.00% | +3+50.0% | Added |
| SJS Investment Consulting Inc. | 9 | $4.69K | 0.00% | +5+125.0% | Added |
| Murphy & Mullick Capital Management Corp | 10 | $5.21K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $5.21K | 0.00% | +5+100.0% | Added |
| Newbridge Financial Services Group, Inc. | 10 | $5.21K | 0.00% | +10 | New |
| Marquette Asset Management, LLC | 10 | $5.22K | 0.00% | +3+42.9% | Added |
| Hollencrest Capital Management | 11 | $5.74K | 0.00% | −454−97.6% | Reduced |
| Bell Investment Advisors, Inc | 11 | $5.74K | 0.00% | −5−31.3% | Reduced |
| LRI Investments, LLC | 11 | $5.74K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 12 | $6.26K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 12 | $6.26K | 0.00% | +12 | New |
| JNBA Financial Advisors | 13 | $6.78K | 0.00% | +13 | New |
| Park Square Financial Group, LLC | 14 | $7.30K | 0.06% | −44−75.9% | Reduced |
| Innovative Asset Advisors Group, LLC | 14 | $7.30K | 0.00% | +14 | New |
| Sachetta, LLC | 14 | $7.30K | 0.00% | +1+7.7% | Added |
| Torren Management, LLC | 15 | $7.82K | 0.00% | −230−93.9% | Reduced |
| First Command Advisory Services, Inc. | 16 | $8.34K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 18 | $9.39K | 0.00% | +18 | New |
| True Wealth Design, LLC | 18 | $9.39K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $9.91K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 20 | $10.4K | 0.00% | +7+53.8% | Added |
| Blue Bell Private Wealth Management, LLC | 21 | $11.0K | 0.00% | +21 | New |
| Chung Wu Investment Group, LLC | 25 | $13.0K | 0.01% | +25 | New |
| J.Safra Asset Management Corp | 26 | $13.6K | 0.00% | +12+85.7% | Added |
| Keating Financial Advisory Services, Inc. | 27 | $14.1K | 0.00% | +4+17.4% | Added |
| Strategic Advocates LLC | 28 | $14.6K | 0.06% | −258−90.2% | Reduced |
| Matrix Trust Co | 29 | $15.0K | 0.00% | +1+3.6% | Added |
| WPG Advisers, LLC | 30 | $15.6K | 0.01% | −7−18.9% | Reduced |
| Wolff Wiese Magana LLC | 30 | $15.6K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 30 | $15.6K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 30 | $15.6K | 0.00% | +14+87.5% | Added |
| Salomon & Ludwin, LLC | 29 | $16.2K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 32 | $16.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 33 | $17.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $17.7K | 0.00% | +22+183.3% | Added |
| Cedar Mountain Advisors, LLC | 34 | $17.7K | 0.00% | +31+1,033.3% | Added |
| Cornerstone Planning Group LLC | 28 | $18.5K | 0.00% | +3+12.0% | Added |
| Wellington-Altus USA Inc. | 35 | $19.7K | 0.01% | +35 | New |
| Clark Wealth Partners | 39 | $20.3K | 0.01% | −16−29.1% | Reduced |
| JFS Wealth Advisors, LLC | 40 | $20.9K | 0.00% | +2+5.3% | Added |
| Contravisory Investment Management, Inc. | 41 | $21.4K | 0.00% | −3−6.8% | Reduced |
| Exchange Traded Concepts, LLC | 43 | $22.4K | 0.00% | −575−93.0% | Reduced |
| Kilter Group LLC | 44 | $22.9K | 0.01% | +34+340.0% | Added |
| Harbor Capital Advisors, Inc. | 45 | $23.0K | 0.00% | −3,456−98.7% | Reduced |
| Zions Bancorporation, National Association | 47 | $24.5K | 0.00% | +8+20.5% | Added |
| Evolution Wealth Management Inc. | 540 | $24.6K | 0.02% | +500+1,250.0% | Added |
| Wellington Grp LLC | 48 | $25.0K | 0.01% | −29−37.7% | Reduced |
| CVA Family Office, LLC | 51 | $26.6K | 0.00% | +48+1,600.0% | Added |
| Cassaday & Co Wealth Management LLC | 59 | $30.8K | 0.00% | +59 | New |
| Twin Peaks Wealth Advisors, LLC | 59 | $30.8K | 0.01% | +59 | New |