| Acadian Asset Management LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 1 | $10 | 0.00% | +1 | Added |
| Raleigh Capital Management Inc. | 0 | $19 | 0.00% | 0 | Unchanged |
| MV Capital Management, Inc. | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $54 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 3 | $156 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 4 | $187 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 5 | $234 | 0.00% | −3−37.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 8 | $374 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 8 | $375 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 9 | $421 | 0.00% | +9 | New |
| First Command Advisory Services, Inc. | 11 | $515 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $608 | 0.00% | +4+44.4% | Added |
| Bogart Wealth, LLC | 13 | $608 | 0.00% | +13 | New |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $655 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 16 | $748 | 0.00% | +16 | New |
| Nemes Rush Group LLC | 16 | $748 | 0.00% | +16 | New |
| Rialto Wealth Management, LLC | 17 | $796 | 0.00% | +11+183.3% | Added |
| Cromwell Holdings LLC | 18 | $842 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 22 | $1.03K | 0.00% | +22 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $1.12K | 0.00% | −3−11.1% | Reduced |
| South State Corp. | 28 | $1.31K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 29 | $1.36K | 0.00% | +5+20.8% | Added |
| Optima Capital LLC | 30 | $1.40K | 0.00% | +30 | New |
| American National Bank | 33 | $1.54K | 0.00% | +33 | New |
| UMA Financial Services, Inc. | 37 | $1.73K | 0.00% | +8+27.6% | Added |
| Glen Eagle Advisors, LLC | 38 | $1.78K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 39 | $1.82K | 0.00% | −13−25.0% | Reduced |
| Ares Financial Consulting, LLC | 41 | $1.94K | 0.00% | +41 | New |
| Financial Consulate, Inc | 44 | $2.06K | 0.00% | +34+340.0% | Added |
| Dogwood Wealth Management LLC | 48 | $2.25K | 0.00% | +48 | New |
| High Note Wealth, LLC | 50 | $2.34K | 0.00% | −44−46.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 56 | $2.61K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 65 | $3.04K | 0.00% | +65 | New |
| Wealth Watch Advisors, INC | 66 | $3.09K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 80 | $3.74K | 0.00% | +80 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 82 | $3.84K | 0.00% | +82 | New |
| Sunbelt Securities, Inc. | 83 | $3.88K | 0.00% | +40+93.0% | Added |
| Geneos Wealth Management Inc. | 83 | $3.88K | 0.00% | +83 | New |
| Cornerstone Financial Management LLC | 88 | $4.12K | 0.00% | +88 | New |
| Marquette Asset Management, LLC | 89 | $4.16K | 0.00% | +89 | New |
| Eastern Bank | 100 | $4.68K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 101 | $4.72K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 101 | $4.72K | 0.00% | +101 | New |
| Manning & Napier Advisors LLC | 101 | $4.76K | 0.00% | +101 | New |
| Rossby Financial, LCC | 109 | $5.10K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 110 | $5.15K | 0.00% | +101+1,122.2% | Added |
| Bell Investment Advisors, Inc | 112 | $5.24K | 0.00% | −62−35.6% | Reduced |
| Cape Investment Advisory, Inc. | 113 | $5.29K | 0.00% | +113 | New |
| Harbour Investments, Inc. | 129 | $6.04K | 0.00% | +7+5.7% | Added |
| Farmers & Merchants Investments Inc | 143 | $6.69K | 0.00% | +8+5.9% | Added |
| JFS Wealth Advisors, LLC | 143 | $6.69K | 0.00% | +46+47.4% | Added |
| ZRC Wealth Management, LLC | 168 | $7.86K | 0.00% | +33+24.4% | Added |
| AdvisorNet Financial, Inc | 175 | $8.19K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 216 | $10.1K | 0.00% | +216 | New |
| Jackson, Grant Investment Advisers, Inc. | 225 | $10.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 228 | $10.6K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 237 | $11.1K | 0.00% | +28+13.4% | Added |
| Bryn Mawr Trust Co | 237 | $11.1K | 0.00% | +237 | New |
| Signature Equity Partners, LLC | 264 | $12.4K | 0.01% | +264 | New |
| ORG Partners LLC | 266 | $12.4K | 0.00% | +266 | New |
| Steward Partners Investment Advisory, LLC | 270 | $12.7K | 0.00% | −2,307−89.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 277 | $13.0K | 0.00% | +277 | New |
| Strategic Wealth Partners, Ltd. | 325 | $15.2K | 0.00% | −676−67.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 389 | $18.2K | 0.00% | −126−24.5% | Reduced |
| Atlas Capital Advisors LLC | 407 | $19.0K | 0.00% | +407 | New |
| Parkside Financial Bank & Trust | 414 | $19.4K | 0.00% | +247+147.9% | Added |
| Caitlin John, LLC | 432 | $20.2K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 438 | $20.5K | 0.00% | +438 | New |
| Smartleaf Asset Management LLC | 465 | $21.9K | 0.00% | −916−66.3% | Reduced |
| Princeton Global Asset Management LLC | 500 | $23.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 500 | $23.4K | 0.00% | +124+33.0% | Added |
| Osbon Capital Management LLC | 529 | $24.7K | 0.02% | +529 | New |
| Los Angeles Capital Management LLC | 713 | $27.2K | 0.00% | +713 | New |
| SageView Advisory Group, LLC | 582 | $27.2K | 0.00% | +582 | New |
| WPG Advisers, LLC | 594 | $27.8K | 0.02% | +11+1.9% | Added |
| Bessemer Group Inc | 609 | $28.0K | 0.00% | +423+227.4% | Added |
| Wellington Grp LLC | 610 | $28.5K | 0.01% | +610 | New |
| V-Square Quantitative Management LLC | 637 | $29.8K | 0.00% | +637 | New |
| Basecamp Wealth Advisors LLC | 676 | $31.6K | 0.01% | +676 | New |
| Westside Investment Management, Inc. | 694 | $31.9K | 0.01% | +16+2.4% | Added |
| Cornerstone Planning Group LLC | 724 | $32.4K | 0.01% | +16+2.3% | Added |
| Larson Financial Group LLC | 708 | $33.1K | 0.00% | +574+428.4% | Added |
| Private Trust Co NA | 714 | $33.4K | 0.00% | +78+12.3% | Added |
| CIBC Private Wealth Group, LLC | 750 | $35.1K | 0.00% | +333+79.9% | Added |
| PenderFund Capital Management Ltd. | 811 | $37.9K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 823 | $38.5K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 823 | $38.5K | 0.00% | +265+47.5% | Added |
| Jones Financial Companies LLLP | 870 | $40.7K | 0.00% | +352+68.0% | Added |
| Huntington National Bank | 874 | $40.9K | 0.00% | −50−5.4% | Reduced |
| Quarry LP | 895 | $41.9K | 0.01% | −838−48.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 922 | $42.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 947 | $44.3K | 0.00% | +294+45.0% | Added |
| Clear Street Markets LLC | 972 | $45.5K | 0.01% | +972 | New |
| Mirae Asset Global Investments Co., Ltd. | 973 | $45.5K | 0.00% | −192−16.5% | Reduced |
| Nomura Asset Management Co Ltd | 1,070 | $50.1K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,364 | $64.0K | 0.00% | +1,364 | New |
| Kestra Advisory Services, LLC | 1,373 | $64.2K | 0.00% | +1,373 | New |
| SJS Investment Consulting Inc. | 1,380 | $64.6K | 0.01% | +217+18.7% | Added |