| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $223 | 0.00% | −2−40.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $223 | 0.00% | −1−25.0% | Reduced |
| Harbor Investment Advisory, LLC | 4 | $297 | 0.00% | −217−98.2% | Reduced |
| Cornerstone Planning Group LLC | 4 | $330 | 0.00% | +4 | New |
| Asset Dedication, LLC | 5 | $372 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 5 | $372 | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 6 | $446 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $446 | 0.00% | +2+50.0% | Added |
| TFC Financial Management | 7 | $520 | 0.00% | +2+40.0% | Added |
| CVA Family Office, LLC | 7 | $520 | 0.00% | +7 | New |
| Ruedi Wealth Management, Inc. | 11 | $817 | 0.00% | +11 | New |
| Abich Financial Wealth Management LLC | 11 | $817 | 0.00% | +11 | New |
| Penserra Capital Management LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $1.11K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 18 | $1.34K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 25 | $1.84K | 0.00% | +5+25.0% | Added |
| Valued Wealth Advisors LLC | 25 | $1.86K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 28 | $2.00K | 0.00% | +14+100.0% | Added |
| Coppell Advisory Solutions LLC | 27 | $2.00K | 0.00% | +27 | New |
| Hollencrest Capital Management | 28 | $2.08K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $2.08K | 0.00% | +5+21.7% | Added |
| Hilltop National Bank | 31 | $2.30K | 0.00% | +15+93.8% | Added |
| Lynx Investment Advisory | 31 | $2.30K | 0.00% | +31 | New |
| Sachetta, LLC | 30 | $2.48K | 0.00% | +11+57.9% | Added |
| Zions Bancorporation, N.A. | 34 | $2.52K | 0.00% | −139−80.3% | Reduced |
| Abound Wealth Management | 34 | $2.52K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 34 | $2.52K | 0.00% | +1+3.0% | Added |
| Planning Capital Management Corp | 36 | $2.67K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 37 | $2.75K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $2.75K | 0.00% | −9−19.6% | Reduced |
| Spire Wealth Management | 38 | $2.82K | 0.00% | +9+31.0% | Added |
| Cohen & Steers, Inc. | 34 | $3.00K | 0.00% | +34 | New |
| Financial Network Wealth Advisors LLC | 39 | $3.09K | 0.00% | +39 | New |
| Leonteq Securities AG | 43 | $3.19K | 0.00% | −690−94.1% | Reduced |
| REAP Financial Group, LLC | 43 | $3.19K | 0.00% | −6−12.2% | Reduced |
| Aspire Private Capital, LLC | 43 | $3.19K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 43 | $3.19K | 0.00% | +3+7.5% | Added |
| South State Corp. | 43 | $3.19K | 0.00% | +43 | New |
| LRI Investments, LLC | 44 | $3.27K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 54 | $4.01K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 54 | $4.01K | 0.00% | +54 | New |
| Versant Capital Management, Inc | 58 | $4.31K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 60 | $4.46K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 64 | $4.75K | 0.00% | +64 | New |
| McIlrath & Eck, LLC | 69 | $5.12K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 75 | $5.57K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 80 | $5.72K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 80 | $5.94K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 83 | $6.16K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 95 | $7.00K | 0.00% | +12+14.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 97 | $7.20K | 0.00% | −249−72.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 97 | $7.20K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 98 | $7.28K | 0.00% | +7+7.7% | Added |
| Catalyst Funds Management Pty Ltd | 100 | $7.42K | 0.00% | −2,200−95.7% | Reduced |
| United Community Bank | 100 | $7.42K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 107 | $7.95K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 108 | $8.02K | 0.00% | −2−1.8% | Reduced |
| International Assets Investment Management, LLC | 108 | $8.02K | 0.00% | +108 | New |
| RFP Financial Group LLC | 110 | $8.17K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 115 | $8.54K | 0.00% | +115 | New |
| SJS Investment Consulting Inc. | 117 | $8.69K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 112 | $8.73K | 0.00% | +112 | New |
| SYSTM Wealth Solutions LLC | 122 | $9.06K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 126 | $9.36K | 0.00% | +5+4.1% | Added |
| Cromwell Holdings LLC | 126 | $9.36K | 0.01% | +126 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 129 | $9.58K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 132 | $9.80K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 144 | $10.7K | 0.00% | +61+73.5% | Added |
| Venturi Wealth Management, LLC | 147 | $10.9K | 0.00% | −178−54.8% | Reduced |
| Armstrong Advisory Group, Inc | 150 | $11.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 155 | $11.5K | 0.00% | +89+134.8% | Added |
| Crewe Advisors LLC | 164 | $12.2K | 0.00% | +49+42.6% | Added |
| Farmers & Merchants Investments Inc | 168 | $12.5K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 169 | $12.5K | 0.00% | +34+25.2% | Added |
| Group One Trading, L.P. | 174 | $12.9K | 0.00% | +174 | New |
| First Personal Financial Services | 175 | $13.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 183 | $13.6K | 0.00% | −15−7.6% | Reduced |
| Private Wealth Management Group, LLC | 188 | $14.0K | 0.01% | +85+82.5% | Added |
| TD Private Client Wealth LLC | 195 | $14.5K | 0.00% | −2−1.0% | Reduced |
| LGT Financial Advisors LLC | 197 | $14.6K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 200 | $14.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 232 | $17.2K | 0.00% | −171−42.4% | Reduced |
| Raleigh Capital Management Inc. | 233 | $17.3K | 0.01% | +5+2.2% | Added |
| Allianz SE | 234 | $17.4K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 234 | $17.4K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 234 | $17.4K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 238 | $17.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 250 | $18.0K | 0.00% | −39−13.5% | Reduced |
| Itau Unibanco Holding S.A. | 246 | $18.3K | 0.00% | +246 | New |
| Robinswood Financial LLC | 270 | $20.0K | 0.01% | +270 | New |
| SRS Capital Advisors, Inc. | 278 | $20.6K | 0.00% | +270+3,375.0% | Added |
| Harbour Investments, Inc. | 302 | $22.4K | 0.00% | +35+13.1% | Added |
| Clearstead Advisors, LLC | 303 | $22.5K | 0.00% | +303 | New |
| Parkside Financial Bank & Trust | 316 | $23.5K | 0.00% | −21−6.2% | Reduced |
| Bruce G. Allen Investments, LLC | 324 | $24.1K | 0.02% | +16+5.2% | Added |
| Liberty Wealth Management LLC | 23,991 | $25.0K | 0.00% | +23,991 | New |
| Innealta Capital, LLC | 337 | $25.0K | 0.01% | +337 | New |
| EverSource Wealth Advisors, LLC | 309 | $25.2K | 0.00% | +44+16.6% | Added |