| Nemes Rush Group LLC | 0 | $6 | 0.00% | −27−100.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1 | $50 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $103 | 0.00% | −1−33.3% | Reduced |
| Trust Co of Vermont | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $103 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 3 | $155 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4 | $205 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $205 | 0.00% | +4 | New |
| DHJJ Financial Advisors, Ltd. | 4 | $206 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $256 | 0.00% | +5 | New |
| Sugar Maple Asset Management, LLC | 5 | $257 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 6 | $261 | 0.00% | +6 | New |
| HHM Wealth Advisors, LLC | 6 | $309 | 0.00% | +6 | New |
| Riggs Asset Managment Co. Inc. | 7 | $355 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 8 | $382 | 0.00% | +8 | New |
| Key Financial Inc | 9 | $462 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 10 | $514 | 0.00% | +10 | New |
| Modus Advisors, LLC | 11 | $565 | 0.00% | +11 | New |
| Principia Wealth Advisory, LLC | 11 | $565 | 0.00% | +11 | New |
| Colonial Trust Co | 13 | $668 | 0.00% | −43−76.8% | Reduced |
| Raffa Wealth Management, LLC | 13 | $668 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $822 | 0.00% | +16 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20 | $869 | 0.00% | −60−75.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 17 | $874 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 18 | $924 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 19 | $976 | 0.00% | +19 | New |
| Smithfield Trust Co | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 29 | $1.00K | 0.00% | +29 | New |
| Centerpoint Advisors, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Rakuten Securities, Inc. | 20 | $1.03K | 0.00% | −2,074−99.0% | Reduced |
| Carolinas Wealth Consulting LLC | 20 | $1.03K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $1.03K | 0.00% | +20 | New |
| DT Investment Partners, LLC | 21 | $1.08K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 21 | $1.08K | 0.00% | +21 | New |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $1.12K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 22 | $1.13K | 0.00% | +9+69.2% | Added |
| Truvestments Capital LLC | 23 | $1.18K | 0.00% | +23 | New |
| DiNuzzo Private Wealth, Inc. | 31 | $1.59K | 0.00% | +6+24.0% | Added |
| Cassady Schiller Wealth Management, LLC | 32 | $1.64K | 0.00% | +32 | New |
| Princeton Global Asset Management LLC | 34 | $1.75K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 37 | $1.88K | 0.00% | +1+2.8% | Added |
| CoreCap Advisors, LLC | 37 | $1.90K | 0.00% | +20+117.6% | Added |
| Winthrop Capital Management, LLC | 34 | $2.00K | 0.00% | +34 | New |
| Bokf, NA | 47 | $2.22K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 46 | $2.37K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 48 | $2.47K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 50 | $2.57K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 50 | $2.57K | 0.00% | +50 | New |
| REAP Financial Group, LLC | 51 | $2.63K | 0.00% | −126−71.2% | Reduced |
| Rosenberg Matthew Hamilton | 54 | $2.77K | 0.00% | −50−48.1% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 55 | $2.83K | 0.01% | +55 | New |
| TSFG, LLC | 56 | $3.00K | 0.00% | +1+1.8% | Added |
| Lazard Asset Management LLC | 72 | $3.00K | 0.00% | +31+75.6% | Added |
| Signature Resources Capital Management, LLC | 67 | $3.44K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 68 | $3.49K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 68 | $3.49K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 68 | $3.49K | 0.00% | +68 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 69 | $3.54K | 0.00% | +69 | New |
| Synergy Investment Management, LLC | 69 | $3.54K | 0.00% | +69 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 70 | $3.60K | 0.00% | −14−16.7% | Reduced |
| High Note Wealth, LLC | 72 | $3.70K | 0.00% | +72 | New |
| Synergy Financial Management, LLC | 75 | $3.78K | 0.00% | +75 | New |
| Zions Bancorporation, N.A. | 80 | $4.11K | 0.00% | +14+21.2% | Added |
| Painted Porch Advisors LLC | 81 | $4.17K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 83 | $4.26K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 83 | $4.26K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 86 | $4.42K | 0.00% | +55+177.4% | Added |
| Oarsman Capital, Inc. | 90 | $4.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 91 | $4.67K | 0.00% | +10+12.3% | Added |
| Sachetta, LLC | 92 | $4.73K | 0.00% | +12+15.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 97 | $4.99K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 100 | $5.14K | 0.00% | +100 | New |
| Clark Wealth Partners | 100 | $5.14K | 0.00% | +100 | New |
| Continuum Advisory, LLC | 103 | $5.29K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 107 | $5.50K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 113 | $5.80K | 0.00% | +28+32.9% | Added |
| GPS Wealth Strategies Group, LLC | 115 | $5.91K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 123 | $6.30K | 0.00% | +123 | New |
| JFS Wealth Advisors, LLC | 125 | $6.42K | 0.00% | +3+2.5% | Added |
| Bayforest Capital Ltd | 125 | $6.42K | 0.01% | +125 | New |
| Dunhill Financial, LLC | 128 | $6.58K | 0.00% | +17+15.3% | Added |
| Raleigh Capital Management Inc. | 129 | $6.63K | 0.00% | −30−18.9% | Reduced |
| Syntax Research, Inc. | 129 | $6.63K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 132 | $6.78K | 0.01% | +132 | New |
| Avion Wealth | 149 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 140 | $7.19K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 140 | $7.19K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 147 | $7.55K | 0.00% | +16+12.2% | Added |
| Whittier Trust Co of Nevada Inc | 164 | $8.42K | 0.00% | +17+11.6% | Added |
| Stonebridge Financial Group, LLC | 164 | $8.42K | 0.00% | +164 | New |
| Beacon Capital Management, LLC | 176 | $9.04K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 180 | $9.24K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 185 | $9.50K | 0.01% | +185 | New |
| Proequities, Inc. | 218 | $9.59K | 0.00% | +19+9.5% | Added |
| Atticus Wealth Management, LLC | 189 | $9.71K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 190 | $9.76K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $10.3K | 0.01% | +200 | New |
| MV Capital Management, Inc. | 201 | $10.3K | 0.00% | +7+3.6% | Added |
| TFC Financial Management | 201 | $10.3K | 0.00% | +201 | New |