| Quaker Wealth Management, LLC | 1 | $138 | 0.00% | −6−85.7% | Reduced |
| McGuire Capital Advisors Inc | 1 | $138 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $138 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $138 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $275 | 0.00% | −10−83.3% | Reduced |
| Triumph Capital Management | 2 | $275 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $275 | 0.00% | +2 | New |
| Tidemark, LLC | 2 | $275 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $276 | 0.00% | −8−80.0% | Reduced |
| DecisionPoint Financial, LLC | 2 | $285 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $413 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3 | $413 | 0.00% | +3 | New |
| Buck Wealth Strategies, LLC | 3 | $413 | 0.00% | +3 | New |
| Downshift Financial, LLC | 3 | $413 | 0.00% | +3 | New |
| Private Wealth Management Group, LLC | 4 | $551 | 0.00% | −3−42.9% | Reduced |
| Investors Portfolio Services LLC | 4 | $595 | 0.00% | +1+33.3% | Added |
| Owl Creek Wealth Partners LLC | 5 | $689 | 0.00% | −35−87.5% | Reduced |
| Ameriflex Group, Inc. | 5 | $689 | 0.00% | +5 | New |
| Planning Strategies Inc. | 5 | $689 | 0.00% | +5 | New |
| Spectrum Wealth Advisory Group, LLC | 5 | $692 | 0.00% | +5 | New |
| Brown, Lisle/Cummings, Inc. | 6 | $826 | 0.00% | −1−14.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 7 | $964 | 0.00% | −4−36.4% | Reduced |
| Asset Dedication, LLC | 7 | $965 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $965 | 0.00% | +2+40.0% | Added |
| GW&K Investment Management, LLC | 7 | $1.00K | 0.00% | −9−56.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $1.10K | 0.00% | −4−33.3% | Reduced |
| MPWM Advisory Solutions, LLC | 8 | $1.10K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $1.10K | 0.00% | +2+33.3% | Added |
| American Capital Advisory, LLC | 8 | $1.10K | 0.00% | +4+100.0% | Added |
| Bare Financial Services, Inc | 8 | $1.10K | 0.00% | +4+100.0% | Added |
| Synergy Investment Management, LLC | 8 | $1.10K | 0.00% | +7+700.0% | Added |
| Fortis Group Advisors, LLC | 8 | $1.10K | 0.00% | +8 | New |
| TD Capital Management LLC | 8 | $1.13K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 9 | $1.24K | 0.00% | +6+200.0% | Added |
| Cromwell Holdings LLC | 9 | $1.24K | 0.00% | −125−93.3% | Reduced |
| Raffa Wealth Management, LLC | 9 | $1.24K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.38K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 10 | $1.38K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 11 | $1.52K | 0.00% | +3+37.5% | Added |
| JPL Wealth Management, LLC | 12 | $1.65K | 0.00% | −12−50.0% | Reduced |
| Lodestone Wealth Management LLC | 13 | $1.79K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $1.93K | 0.00% | −30−68.2% | Reduced |
| First Command Advisory Services, Inc. | 14 | $1.93K | 0.00% | +7+100.0% | Added |
| Creative Capital Management Investments LLC | 14 | $1.93K | 0.00% | +14 | New |
| Rakuten Securities, Inc. | 15 | $2.07K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $2.20K | 0.00% | −1−5.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 16 | $2.20K | 0.00% | +1+6.7% | Added |
| Clear Street Markets LLC | 16 | $2.20K | 0.00% | +4+33.3% | Added |
| Cape Investment Advisory, Inc. | 17 | $2.34K | 0.00% | +17 | New |
| Trust Co | 21 | $2.89K | 0.00% | −11,980−99.8% | Reduced |
| Caitlin John, LLC | 21 | $2.89K | 0.00% | −5,166−99.6% | Reduced |
| Oakworth Capital, Inc. | 21 | $2.89K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 21 | $2.89K | 0.00% | 00.0% | Unchanged |
| City State Bank | 22 | $3.03K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 22 | $3.03K | 0.00% | +11+100.0% | Added |
| ZRC Wealth Management, LLC | 22 | $3.03K | 0.00% | −42−65.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 23 | $3.17K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 23 | $3.17K | 0.00% | +23 | New |
| Delta Asset Management LLC | 25 | $3.44K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $3.44K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 26 | $3.58K | 0.00% | +1+4.0% | Added |
| Prestige Wealth Management Group LLC | 28 | $3.86K | 0.00% | −17−37.8% | Reduced |
| Financial Gravity Companies, Inc. | 30 | $4.13K | 0.00% | +30 | New |
| TFC Financial Management | 31 | $4.27K | 0.00% | +15+93.8% | Added |
| Dogwood Wealth Management LLC | 32 | $4.41K | 0.00% | −23−41.8% | Reduced |
| Godsey & Gibb Associates | 32 | $4.41K | 0.00% | +32 | New |
| Essential Partners LLC | 33 | $4.54K | 0.00% | −151−82.1% | Reduced |
| Altshuler Shaham Ltd | 34 | $4.68K | 0.00% | +34 | New |
| JFS Wealth Advisors, LLC | 34 | $4.68K | 0.00% | −22−39.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 30 | $4.74K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 37 | $5.10K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 37 | $5.10K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 37 | $5.10K | 0.00% | +23+164.3% | Added |
| Action Point Financial Planning, LLC | 39 | $5.23K | 0.00% | +39 | New |
| Rocky Mountain Advisers, LLC | 39 | $5.37K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 41 | $5.65K | 0.00% | +41 | New |
| Golden State Wealth Management, LLC | 41 | $5.71K | 0.00% | −5−10.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 42 | $5.79K | 0.00% | −600−93.5% | Reduced |
| Smithfield Trust Co | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 46 | $6.34K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 47 | $6.47K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 49 | $6.70K | 0.00% | +49 | New |
| Farmers & Merchants Investments Inc | 49 | $6.75K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 50 | $6.89K | 0.00% | −151−75.1% | Reduced |
| Gilpin Wealth Management, LLC | 50 | $6.89K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 51 | $7.03K | 0.00% | +51 | New |
| CVA Family Office, LLC | 54 | $7.44K | 0.00% | −73−57.5% | Reduced |
| SBI Securities Co., Ltd. | 55 | $7.58K | 0.00% | +3+5.8% | Added |
| Ares Financial Consulting, LLC | 57 | $7.85K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 61 | $8.40K | 0.00% | −81−57.0% | Reduced |
| Cornerstone Planning Group LLC | 63 | $9.25K | 0.00% | +14+28.6% | Added |
| First Horizon Corp | 74 | $10.2K | 0.00% | −4−5.1% | Reduced |
| Rossby Financial, LCC | 74 | $10.2K | 0.00% | −1−1.3% | Reduced |
| Highline Wealth Partners LLC | 77 | $10.6K | 0.00% | +59+327.8% | Added |
| Align Financial, LLC | 86 | $11.8K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 90 | $12.0K | 0.00% | −310−77.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 90 | $12.5K | 0.00% | +28+45.2% | Added |
| LRI Investments, LLC | 91 | $12.5K | 0.00% | +91 | New |
| Persistent Asset Partners Ltd | 93 | $12.8K | 0.00% | +93 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 100 | $13.8K | 0.00% | −73,166−99.9% | Reduced |