| FNY Investment Advisers, LLC | 15 | $0 | 0.00% | +15 | New |
| Millstone Evans Group, LLC | 1 | $65 | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 1 | $66 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 2 | $130 | 0.00% | +2 | New |
| Albion Financial Group | 2 | $131 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $131 | 0.00% | +2 | New |
| Essential Partners LLC | 3 | $195 | 0.00% | −81−96.4% | Reduced |
| BFSG, LLC | 3 | $196 | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 5 | $325 | 0.00% | +5 | New |
| Zions Bancorporation, National Association | 6 | $390 | 0.00% | −63−91.3% | Reduced |
| UMA Financial Services, Inc. | 6 | $391 | 0.00% | +6 | New |
| Keating Financial Advisory Services, Inc. | 7 | $455 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 9 | $586 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $586 | 0.00% | +9 | New |
| Assetmark, Inc | 10 | $651 | 0.00% | −13−56.5% | Reduced |
| Atlantic Union Bankshares Corp | 10 | $651 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11 | $716 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 12 | $781 | 0.00% | −7−36.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 13 | $845 | 0.00% | +13 | New |
| Timbuktu Capital Management, LLC | 13 | $846 | 0.00% | +13 | New |
| PayPay Securities Corp | 15 | $976 | 0.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 15 | $976 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 16 | $1.04K | 0.00% | +16 | New |
| Fortitude Family Office, LLC | 17 | $1.11K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $1.24K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 20 | $1.30K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 20 | $1.30K | 0.00% | +20 | New |
| Ronald Blue Trust, Inc. | 23 | $1.50K | 0.00% | −4−14.8% | Reduced |
| Golden State Wealth Management, LLC | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 30 | $1.95K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 30 | $1.95K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 30 | $1.95K | 0.00% | +30 | New |
| LifeSteps Financial, Inc. | 32 | $2.08K | 0.00% | +32 | New |
| Parkside Financial Bank & Trust | 39 | $2.54K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 39 | $2.54K | 0.00% | +39 | New |
| Kingdom Financial Group LLC. | 40 | $2.60K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 40 | $2.60K | 0.00% | +40 | New |
| Silver Grove Financial Group, Inc. | 43 | $2.80K | 0.00% | +43 | New |
| Vanguard National Trust Co | 45 | $2.93K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 48 | $3.12K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 49 | $3.19K | 0.00% | −6,388−99.2% | Reduced |
| Ancora Advisors, LLC | 50 | $3.25K | 0.00% | +50 | New |
| Trust Co | 50 | $3.25K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $3.25K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 55 | $3.58K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 60 | $3.84K | 0.00% | +60 | New |
| HHM Wealth Advisors, LLC | 60 | $3.90K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 60 | $3.90K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 71 | $4.62K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 71 | $4.62K | 0.00% | +18+34.0% | Added |
| Key Capital Management, INC | 77 | $5.01K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 85 | $5.53K | 0.00% | −1,275−93.8% | Reduced |
| Larson Financial Group LLC | 89 | $5.79K | 0.00% | +3+3.5% | Added |
| Avion Wealth | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 96 | $6.25K | 0.00% | +66+220.0% | Added |
| Hurley Capital, LLC | 98 | $6.38K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $6.50K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $6.50K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 100 | $6.50K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $6.50K | 0.00% | +100 | New |
| Covestor Ltd | 100 | $7.00K | 0.00% | +9+9.9% | Added |
| Global Retirement Partners, LLC | 116 | $7.55K | 0.00% | +116 | New |
| Toth Financial Advisory Corp | 120 | $7.81K | 0.00% | −600−83.3% | Reduced |
| Rothschild Investment LLC | 129 | $8.39K | 0.00% | −38−22.8% | Reduced |
| Dogwood Wealth Management LLC | 129 | $8.39K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 143 | $9.30K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 148 | $9.63K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 153 | $9.95K | 0.00% | +153 | New |
| EverSource Wealth Advisors, LLC | 163 | $10.6K | 0.00% | +3+1.9% | Added |
| Kilter Group LLC | 188 | $12.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 199 | $12.9K | 0.00% | +2+1.0% | Added |
| Rakuten Securities, Inc. | 200 | $13.0K | 0.00% | −352−63.8% | Reduced |
| Bessemer Group Inc | 214 | $14.0K | 0.00% | +72+50.7% | Added |
| SRS Capital Advisors, Inc. | 222 | $14.4K | 0.00% | +72+48.0% | Added |
| Cornerstone Planning Group LLC | 250 | $15.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 253 | $16.5K | 0.00% | −147−36.8% | Reduced |
| Clearstead Advisors, LLC | 261 | $17.0K | 0.00% | +10+4.0% | Added |
| Parallel Advisors, LLC | 272 | $17.7K | 0.00% | +16+6.3% | Added |
| Heritage Wealth Advisors | 274 | $17.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 289 | $18.8K | 0.00% | −444−60.6% | Reduced |
| Strive Financial Group ,LLC | 302 | $19.6K | 0.01% | −230−43.2% | Reduced |
| Capital Advisors, Ltd. LLC | 342 | $22.0K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 351 | $22.8K | 0.00% | +1+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 433 | $28.2K | 0.00% | +433 | New |
| Smartleaf Asset Management LLC | 463 | $28.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 462 | $30.1K | 0.00% | +462 | New |
| Stance Capital LLC | 465 | $30.2K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 479 | $31.2K | 0.00% | −853−64.0% | Reduced |
| Estabrook Capital Management | 500 | $32.5K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 569 | $37.0K | 0.01% | −5,056−89.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 658 | $42.8K | 0.00% | +658 | New |
| Stone House Investment Management, LLC | 750 | $48.8K | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 750 | $48.8K | 0.00% | +20+2.7% | Added |
| Thompson Investment Management, Inc. | 800 | $52.0K | 0.01% | +800 | New |
| Advisors Asset Management, Inc. | 910 | $59.2K | 0.00% | +478+110.6% | Added |
| IFP Advisors, Inc | 912 | $59.3K | 0.00% | −26−2.8% | Reduced |