| WestEnd Advisors, LLC | 1 | $163 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1 | $163 | 0.00% | +1 | New |
| Unique Wealth Strategies, LLC | 2 | $298 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 2 | $326 | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 4 | $571 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $815 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $978 | 0.00% | +5+500.0% | Added |
| Gradient Investments LLC | 6 | $978 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $1.00K | 0.00% | +7 | New |
| Strengthening Families & Communities, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 7 | $1.13K | 0.00% | +2+40.0% | Added |
| MCF Advisors LLC | 7 | $1.14K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $1.30K | 0.00% | −30−78.9% | Reduced |
| Ridgewood Investments LLC | 9 | $1.46K | 0.00% | +9 | New |
| Redwood Wealth Management Group, LLC | 9 | $1.47K | 0.00% | +9 | New |
| True Wealth Design, LLC | 9 | $1.47K | 0.00% | +2+28.6% | Added |
| TFC Financial Management | 9 | $1.47K | 0.00% | +4+80.0% | Added |
| Aspire Private Capital, LLC | 10 | $1.59K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 10 | $1.63K | 0.00% | +10 | New |
| Quarry LP | 10 | $1.63K | 0.00% | +10 | New |
| Painted Porch Advisors LLC | 10 | $1.63K | 0.00% | +10 | New |
| Montag A & Associates Inc | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 11 | $1.79K | 0.00% | +11 | New |
| Spire Wealth Management | 12 | $1.96K | 0.00% | +3+33.3% | Added |
| Ulland Investment Advisors, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 13 | $2.12K | 0.00% | −7−35.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $2.12K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 13 | $2.12K | 0.00% | +13 | New |
| Dunhill Financial, LLC | 15 | $2.38K | 0.00% | +3+25.0% | Added |
| Raffa Wealth Management, LLC | 15 | $2.44K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 15 | $2.44K | 0.00% | +15 | New |
| Coppell Advisory Solutions LLC | 16 | $2.60K | 0.00% | +16 | New |
| Laffer Tengler Investments | 16 | $2.61K | 0.00% | +2+14.3% | Added |
| Aspect Partners, LLC | 19 | $3.10K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $3.10K | 0.00% | −13−40.6% | Reduced |
| Carolinas Wealth Consulting LLC | 19 | $3.10K | 0.00% | +8+72.7% | Added |
| Sachetta, LLC | 18 | $3.23K | 0.00% | +12+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 21 | $3.42K | 0.00% | +3+16.7% | Added |
| Sound Income Strategies, LLC | 22 | $3.58K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 22 | $3.58K | 0.00% | +19+633.3% | Added |
| Coston, McIsaac & Partners | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 25 | $4.07K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 28 | $4.56K | 0.00% | +12+75.0% | Added |
| Larson Financial Group LLC | 28 | $4.56K | 0.00% | +22+366.7% | Added |
| Opal Wealth Advisors, LLC | 29 | $4.72K | 0.00% | +29 | New |
| Moisand Fitzgerald Tamayo, LLC | 30 | $4.89K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 31 | $5.05K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 31 | $5.05K | 0.00% | +9+40.9% | Added |
| Cetera Trust Company, N.A | 32 | $5.21K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 33 | $5.38K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 35 | $5.70K | 0.00% | −12−25.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 35 | $5.70K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 35 | $5.70K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 38 | $6.19K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 40 | $6.58K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 43 | $7.04K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 46 | $7.49K | 0.00% | −312−87.2% | Reduced |
| CVA Family Office, LLC | 47 | $7.66K | 0.00% | +37+370.0% | Added |
| Ancora Advisors, LLC | 48 | $7.82K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 52 | $8.47K | 0.00% | +52 | New |
| Tanglewood Legacy Advisors, LLC | 55 | $8.96K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 55 | $8.96K | 0.01% | +55 | New |
| Valley National Advisers Inc | 61 | $9.00K | 0.00% | +1+1.7% | Added |
| Abound Wealth Management | 59 | $9.62K | 0.00% | +4+7.3% | Added |
| Financial Management Professionals, Inc. | 61 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 67 | $10.9K | 0.00% | −68−50.4% | Reduced |
| City State Bank | 68 | $11.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 76 | $12.0K | 0.00% | +8+11.8% | Added |
| Private Wealth Management Group, LLC | 76 | $12.4K | 0.01% | +38+100.0% | Added |
| Kelly Financial Services LLC | 76 | $12.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 81 | $13.2K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 81 | $13.2K | 0.00% | +2+2.5% | Added |
| Pineridge Advisors LLC | 90 | $14.7K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 94 | $15.3K | 0.00% | +54+135.0% | Added |
| Sugarloaf Wealth Management, LLC | 100 | $16.3K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $16.3K | 0.00% | +100 | New |
| McIlrath & Eck, LLC | 103 | $16.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 103 | $16.8K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 105 | $17.1K | 0.00% | +72+218.2% | Added |
| Financial Freedom, LLC | 106 | $17.2K | 0.01% | +1+1.0% | Added |
| JFS Wealth Advisors, LLC | 108 | $17.6K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 108 | $17.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 110 | $17.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 112 | $18.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 114 | $18.5K | 0.01% | +1+0.9% | Added |
| Harbor Investment Advisory, LLC | 119 | $19.4K | 0.00% | −8−6.3% | Reduced |
| Bruce G. Allen Investments, LLC | 124 | $20.2K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 125 | $20.4K | 0.00% | +6+5.0% | Added |
| MV Capital Management, Inc. | 127 | $20.7K | 0.00% | +2+1.6% | Added |
| Wetzel Investment Advisors, Inc. | 145 | $21.6K | 0.01% | −73−33.5% | Reduced |
| RFP Financial Group LLC | 133 | $21.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 141 | $23.0K | 0.00% | +2+1.4% | Added |
| Cedar Mountain Advisors, LLC | 143 | $23.3K | 0.01% | +1+0.7% | Added |
| AdvisorNet Financial, Inc | 147 | $23.9K | 0.00% | −6−3.9% | Reduced |
| Dynamic Wealth Strategies, LLC | 150 | $24.0K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 154 | $25.1K | 0.00% | 00.0% | Unchanged |