| Caitong International Asset Management Co., Ltd | 1 | $83 | 0.00% | −538−99.8% | Reduced |
| Manchester Capital Management LLC | 1 | $83 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $83 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $83 | 0.00% | +1 | New |
| Arlington Trust Co LLC | 1 | $83 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $83 | 0.00% | +1 | New |
| Innovative Asset Advisors Group, LLC | 1 | $83 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $83 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $165 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $165 | 0.00% | +2 | New |
| Synergy Investment Management, LLC | 2 | $165 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $166 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $248 | 0.00% | −6−66.7% | Reduced |
| Seneschal Advisors, LLC | 3 | $249 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $331 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $331 | 0.00% | +4 | New |
| Elevated Capital Advisors, LLC | 5 | $413 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $413 | 0.00% | +5 | New |
| Bruce G. Allen Investments, LLC | 5 | $413 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 6 | $497 | 0.00% | +6 | New |
| Westside Investment Management, Inc. | 7 | $579 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7 | $579 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 7 | $579 | 0.00% | +7 | New |
| Brown, Lisle/Cummings, Inc. | 8 | $661 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 8 | $661 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 8 | $661 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 8 | $662 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 8 | $662 | 0.00% | +8 | New |
| Wall Street Financial Group, Inc. | 9 | $744 | 0.00% | +9 | New |
| Dunhill Financial, LLC | 9 | $773 | 0.00% | +9 | New |
| Private Wealth Asset Management, LLC | 10 | $827 | 0.00% | −2−16.7% | Reduced |
| BFSG, LLC | 10 | $827 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $827 | 0.00% | +5+100.0% | Added |
| Portus Wealth Advisors, LLC | 10 | $827 | 0.00% | +10 | New |
| Aspect Partners, LLC | 11 | $909 | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 11 | $909 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 12 | $992 | 0.00% | +6+100.0% | Added |
| Avion Wealth | 19 | $1.00K | 0.00% | −22−53.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $1.07K | 0.00% | −7−35.0% | Reduced |
| McGuire Capital Advisors Inc | 13 | $1.07K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $1.24K | 0.00% | +8+114.3% | Added |
| First Pacific Financial | 15 | $1.24K | 0.00% | +15 | New |
| JPL Wealth Management, LLC | 15 | $1.24K | 0.00% | +15 | New |
| Kilter Group LLC | 16 | $1.32K | 0.00% | +7+77.8% | Added |
| Bare Financial Services, Inc | 17 | $1.41K | 0.00% | +9+112.5% | Added |
| Prestige Wealth Management Group LLC | 19 | $1.57K | 0.00% | +11+137.5% | Added |
| High Note Wealth, LLC | 19 | $1.57K | 0.00% | +19 | New |
| Activest Wealth Management | 21 | $1.74K | 0.00% | −180−89.6% | Reduced |
| SHP Wealth Management | 21 | $1.74K | 0.00% | +21 | New |
| South State Corp. | 21 | $1.74K | 0.00% | −67−76.1% | Reduced |
| Clear Street Markets LLC | 22 | $1.82K | 0.00% | −894−97.6% | Reduced |
| SJS Investment Consulting Inc. | 25 | $2.07K | 0.00% | −110−81.5% | Reduced |
| Cornerstone Financial Management LLC | 27 | $2.23K | 0.00% | +12+80.0% | Added |
| Cromwell Holdings LLC | 27 | $2.23K | 0.00% | +27 | New |
| Fairman Group, LLC | 28 | $2.31K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 28 | $2.31K | 0.00% | +25+833.3% | Added |
| Addison Advisors LLC | 29 | $2.40K | 0.00% | +29 | New |
| Abound Wealth Management | 30 | $2.48K | 0.00% | +8+36.4% | Added |
| Quaker Wealth Management, LLC | 32 | $2.65K | 0.00% | +3+10.3% | Added |
| Signature Equity Partners, LLC | 36 | $2.98K | 0.00% | −3−7.7% | Reduced |
| Grove Bank & Trust | 36 | $2.98K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 37 | $3.06K | 0.00% | +37 | New |
| Webster Bank, N. A. | 38 | $3.14K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 40 | $3.31K | 0.00% | −31−43.7% | Reduced |
| CoreCap Advisors, LLC | 40 | $3.31K | 0.00% | −4−9.1% | Reduced |
| Raffa Wealth Management, LLC | 43 | $3.56K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 48 | $3.97K | 0.00% | +48 | New |
| Golden State Equity Partners | 51 | $4.22K | 0.00% | +51 | New |
| Private Wealth Management Group, LLC | 56 | $4.63K | 0.00% | +48+600.0% | Added |
| Owl Creek Wealth Partners LLC | 57 | $4.71K | 0.00% | +57 | New |
| Private Trust Co NA | 63 | $5.21K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 63 | $5.21K | 0.00% | +63 | New |
| JFS Wealth Advisors, LLC | 67 | $5.54K | 0.00% | −81−54.7% | Reduced |
| Meramec Financial Planners, LLC | 64 | $5.61K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 69 | $5.71K | 0.00% | +51+283.3% | Added |
| Red Tortoise LLC | 70 | $5.79K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 70 | $6.13K | 0.00% | +45+180.0% | Added |
| Root Financial Partners, LLC | 80 | $6.61K | 0.00% | −26−24.5% | Reduced |
| CVA Family Office, LLC | 80 | $6.61K | 0.00% | +72+900.0% | Added |
| Highline Wealth Partners LLC | 82 | $6.78K | 0.00% | +73+811.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 87 | $7.19K | 0.00% | +73+521.4% | Added |
| WealthCollab, LLC | 100 | $8.27K | 0.00% | −219−68.7% | Reduced |
| First Command Advisory Services, Inc. | 100 | $8.27K | 0.00% | +100 | New |
| Essential Partners LLC | 104 | $8.60K | 0.00% | −1,450−93.3% | Reduced |
| Torren Management, LLC | 104 | $8.60K | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 105 | $8.68K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 115 | $9.51K | 0.00% | +10+9.5% | Added |
| Bell Investment Advisors, Inc | 116 | $9.59K | 0.00% | +39+50.6% | Added |
| Smithfield Trust Co | 118 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 135 | $11.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 138 | $11.4K | 0.00% | −3−2.1% | Reduced |
| Farmers & Merchants Investments Inc | 144 | $11.9K | 0.00% | +55+61.8% | Added |
| Hilton Head Capital Partners, LLC | 150 | $12.4K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 157 | $13.0K | 0.01% | +55+53.9% | Added |
| Covestor Ltd | 149 | $13.0K | 0.01% | +19+14.6% | Added |
| Marquette Asset Management, LLC | 159 | $13.1K | 0.00% | −7−4.2% | Reduced |
| Harbour Investments, Inc. | 160 | $13.2K | 0.00% | −99−38.2% | Reduced |
| Horizon Financial Services, LLC | 160 | $13.2K | 0.01% | +140+700.0% | Added |
| Vega Investment Solutions | 181 | $15.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 191 | $16.0K | 0.00% | +167+695.8% | Added |