| Y.D. More Investments Ltd | 57 | $25 | 0.00% | −8−12.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1 | $140 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $140 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1 | $140 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 2 | $279 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $280 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $420 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $420 | 0.00% | +1+50.0% | Added |
| Cornerstone Planning Group LLC | 4 | $554 | 0.00% | −4−50.0% | Reduced |
| Clark Wealth Partners | 4 | $559 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $559 | 0.00% | +4 | New |
| Elevated Capital Advisors, LLC | 4 | $559 | 0.00% | +4 | New |
| Salomon & Ludwin, LLC | 4 | $563 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 5 | $696 | 0.00% | −9−64.3% | Reduced |
| Colonial Trust Co | 5 | $699 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $699 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5 | $699 | 0.00% | +5 | New |
| Acumen Wealth Advisors, LLC | 5 | $700 | 0.00% | +5 | New |
| NorthAvenue LLC | 5 | $700 | 0.00% | +5 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $702 | 0.00% | +5 | New |
| Optima Capital LLC | 6 | $839 | 0.00% | +6 | New |
| Kilter Group LLC | 6 | $840 | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $979 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 8 | $1.12K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.12K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $1.12K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 8 | $1.12K | 0.00% | +1+14.3% | Added |
| Anchor Investment Management, LLC | 9 | $1.26K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $1.40K | 0.00% | +3+42.9% | Added |
| Dunhill Financial, LLC | 10 | $1.43K | 0.00% | +2+25.0% | Added |
| Raffa Wealth Management, LLC | 11 | $1.54K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $1.68K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.68K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 12 | $1.68K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 27 | $1.69K | 0.00% | +27 | New |
| UMA Financial Services, Inc. | 13 | $1.82K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $1.96K | 0.00% | +2+16.7% | Added |
| Clayton Financial Group LLC | 15 | $2.10K | 0.00% | +15 | New |
| Howard Hughes Medical Institute | 18 | $2.52K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 19 | $2.66K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 19 | $2.66K | 0.00% | +19 | New |
| SBI Securities Co., Ltd. | 20 | $2.80K | 0.00% | +1+5.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 20 | $2.80K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 21 | $2.94K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 22 | $3.08K | 0.00% | +21+2,100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 22 | $3.08K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 24 | $3.36K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 27 | $3.78K | 0.00% | −4−12.9% | Reduced |
| Key Financial Inc | 27 | $3.78K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 28 | $3.92K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 33 | $4.65K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 39 | $5.46K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 39 | $5.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $5.74K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 42 | $5.87K | 0.00% | +42 | New |
| DT Investment Partners, LLC | 44 | $6.15K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 47 | $6.57K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 49 | $6.89K | 0.00% | +16+48.5% | Added |
| Atlantic Trust, LLC | 52 | $7.27K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 52 | $7.27K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 55 | $7.69K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 58 | $8.11K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 60 | $8.39K | 0.00% | +60 | New |
| Farmers & Merchants Investments Inc | 61 | $8.53K | 0.00% | −2−3.2% | Reduced |
| Princeton Global Asset Management LLC | 61 | $8.53K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 61 | $8.53K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 61 | $8.53K | 0.00% | −4−6.2% | Reduced |
| Pin Oak Investment Advisors Inc | 62 | $9.00K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 65 | $9.09K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 66 | $9.23K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 67 | $9.37K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 71 | $9.93K | 0.00% | −12−14.5% | Reduced |
| SageView Advisory Group, LLC | 72 | $10.1K | 0.00% | +72 | New |
| Zions Bancorporation, National Association | 76 | $10.6K | 0.00% | −5−6.2% | Reduced |
| First Horizon Corp | 77 | $10.8K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 78 | $10.9K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 82 | $11.5K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 87 | $12.2K | 0.00% | +87 | New |
| CoreCap Advisors, LLC | 94 | $13.1K | 0.00% | +94 | New |
| DV Equities, LLC | 112 | $15.7K | 0.00% | +112 | New |
| JFS Wealth Advisors, LLC | 113 | $15.8K | 0.00% | +30+36.1% | Added |
| Manchester Capital Management LLC | 118 | $16.5K | 0.00% | +102+637.5% | Added |
| S&T Bank | 132 | $18.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 134 | $18.7K | 0.00% | +51+61.4% | Added |
| Aventura Private Wealth, LLC | 135 | $18.9K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 150 | $21.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 153 | $22.0K | 0.01% | −6−3.8% | Reduced |
| ZRC Wealth Management, LLC | 159 | $22.2K | 0.01% | +1+0.6% | Added |
| TD Private Client Wealth LLC | 163 | $22.8K | 0.00% | −152−48.3% | Reduced |
| Copeland Capital Management, LLC | 168 | $23.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 168 | $23.5K | 0.00% | +53+46.1% | Added |
| Addison Advisors LLC | 176 | $24.6K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 180 | $25.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 182 | $25.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 191 | $26.7K | 0.00% | −5−2.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 192 | $26.9K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 200 | $28.0K | 0.03% | 00.0% | Unchanged |
| DV Trading LLC | 200 | $28.0K | 0.00% | +200 | New |