| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1 | $189 | 0.00% | −1−50.0% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $189 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $189 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 1 | $189 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $190 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $378 | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 2 | $378 | 0.00% | +2 | New |
| Atlantic Union Bankshares Corp | 2 | $378 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $378 | 0.00% | +2 | New |
| Frazier Financial Advisors, LLC | 2 | $379 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 3 | $567 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3 | $567 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3 | $567 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3 | $568 | 0.00% | −21−87.5% | Reduced |
| Rakuten Securities, Inc. | 4 | $756 | 0.00% | −11−73.3% | Reduced |
| Hughes Financial Services, LLC | 4 | $756 | 0.00% | −4−50.0% | Reduced |
| Founders Capital Management | 4 | $756 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 4 | $756 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $756 | 0.00% | +1+33.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $757 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 5 | $945 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 5 | $945 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $945 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $945 | 0.00% | +5 | New |
| Vermillion Wealth Management, Inc. | 5 | $945 | 0.00% | +5 | New |
| Archer Investment Corp | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 6 | $1.13K | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 6 | $1.14K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 7 | $1.32K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $1.51K | 0.00% | −542−98.5% | Reduced |
| Westside Investment Management, Inc. | 9 | $1.70K | 0.00% | −28−75.7% | Reduced |
| Front Row Advisors LLC | 9 | $1.70K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 9 | $1.70K | 0.00% | +3+50.0% | Added |
| Parallel Advisors, LLC | 9 | $1.70K | 0.00% | +4+80.0% | Added |
| Transamerica Financial Advisors, Inc. | 10 | $1.89K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 10 | $1.89K | 0.00% | +10 | New |
| JPL Wealth Management, LLC | 10 | $1.89K | 0.00% | +10 | New |
| Picton Mahoney Asset Management | 11 | $2.08K | 0.00% | −1,450−99.2% | Reduced |
| Sachetta, LLC | 11 | $2.08K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 11 | $2.08K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 11 | $2.08K | 0.00% | +11 | New |
| Barrett & Company, Inc. | 12 | $2.27K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 12 | $2.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $2.33K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $2.46K | 0.00% | +6+85.7% | Added |
| Torren Management, LLC | 13 | $2.46K | 0.00% | −14−51.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $2.46K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 15 | $2.84K | 0.00% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 16 | $3.02K | 0.00% | +16 | New |
| Rialto Wealth Management, LLC | 18 | $3.40K | 0.00% | +2+12.5% | Added |
| Valued Wealth Advisors LLC | 18 | $3.40K | 0.00% | +15+500.0% | Added |
| Pinnacle Bancorp, Inc. | 19 | $3.59K | 0.00% | −7−26.9% | Reduced |
| Bell Investment Advisors, Inc | 19 | $3.59K | 0.00% | −3−13.6% | Reduced |
| South State Corp. | 19 | $3.59K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 21 | $3.97K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 22 | $4.16K | 0.00% | +22 | New |
| Ballast Advisors LLC | 22 | $4.16K | 0.00% | +22 | New |
| Horrell Capital Management, Inc. | 24 | $4.54K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 24 | $4.54K | 0.00% | +17+242.9% | Added |
| Private Wealth Management Group, LLC | 24 | $4.54K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 25 | $4.72K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 25 | $4.73K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 26 | $4.92K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 27 | $5.10K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $5.10K | 0.00% | +8+42.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 27 | $5.10K | 0.00% | +27 | New |
| POM Investment Strategies, LLC | 29 | $5.48K | 0.01% | +29 | New |
| Manchester Capital Management LLC | 32 | $6.05K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 32 | $6.05K | 0.01% | +32 | New |
| Basecamp Wealth Advisors LLC | 32 | $6.05K | 0.00% | +32 | New |
| Brown Brothers Harriman & Co | 33 | $6.24K | 0.00% | −8−19.5% | Reduced |
| Geneos Wealth Management Inc. | 33 | $6.24K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 35 | $6.62K | 0.00% | +35 | New |
| Nisa Investment Advisors, LLC | 42 | $7.94K | 0.00% | +4+10.5% | Added |
| Meeder Asset Management Inc | 42 | $7.94K | 0.00% | +11+35.5% | Added |
| TSFG, LLC | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 48 | $9.07K | 0.00% | +48 | New |
| Intentional Wealth Strategies, LLC | 48 | $9.07K | 0.01% | +48 | New |
| Farmers & Merchants Investments Inc | 54 | $10.2K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 55 | $10.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $10.4K | 0.00% | +4+7.8% | Added |
| Keating Financial Advisory Services, Inc. | 55 | $10.4K | 0.00% | +12+27.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 60 | $11.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 60 | $11.3K | 0.00% | +27+81.8% | Added |
| Atlantic Trust, LLC | 63 | $11.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 64 | $12.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 65 | $12.3K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 69 | $13.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 71 | $13.4K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 79 | $14.9K | 0.01% | +79 | New |
| Montag A & Associates Inc | 80 | $15.1K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 84 | $15.8K | 0.00% | +24+40.0% | Added |
| CVA Family Office, LLC | 84 | $15.9K | 0.00% | +84 | New |
| Quadrant Capital Group LLC | 85 | $16.1K | 0.00% | +1+1.2% | Added |
| Aster Capital Management (DIFC) Ltd | 140 | $17.4K | 0.01% | −37−20.9% | Reduced |