| GHP Investment Advisors, Inc. | 1 | $27 | 0.00% | −179−99.4% | Reduced |
| Huntington National Bank | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4 | $105 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 5 | $132 | 0.00% | +5 | New |
| IMA Wealth, Inc. | 6 | $157 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6 | $157 | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 8 | $210 | 0.00% | +8 | New |
| Curio Wealth, LLC | 10 | $263 | 0.00% | +10 | New |
| Vermillion Wealth Management, Inc. | 16 | $420 | 0.00% | +16 | New |
| Bogart Wealth, LLC | 17 | $446 | 0.00% | +17 | New |
| Signature Equity Partners, LLC | 20 | $525 | 0.00% | +11+122.2% | Added |
| Hughes Financial Services, LLC | 24 | $630 | 0.00% | +2+9.1% | Added |
| HFM Investment Advisors, LLC | 26 | $683 | 0.00% | −1−3.7% | Reduced |
| Hager Investment Management Services, LLC | 27 | $709 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 30 | $788 | 0.00% | −5−14.3% | Reduced |
| Harbour Investments, Inc. | 31 | $830 | 0.00% | +22+244.4% | Added |
| Brown, Lisle/Cummings, Inc. | 35 | $919 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 35 | $919 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 38 | $998 | 0.00% | −3,008−98.8% | Reduced |
| Geneos Wealth Management Inc. | 42 | $1.10K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 42 | $1.10K | 0.00% | +42 | New |
| Kilter Group LLC | 44 | $1.16K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 46 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 47 | $1.23K | 0.00% | +14+42.4% | Added |
| First Command Advisory Services, Inc. | 47 | $1.23K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 49 | $1.29K | 0.00% | +49 | New |
| Beaird Harris Wealth Management, LLC | 54 | $1.42K | 0.00% | −88−62.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 54 | $1.42K | 0.00% | −9−14.3% | Reduced |
| Elevated Capital Advisors, LLC | 62 | $1.63K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 64 | $1.68K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $1.72K | 0.00% | +66 | New |
| Clearstead Advisors, LLC | 70 | $1.84K | 0.00% | −944−93.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 76 | $2.00K | 0.00% | +11+16.9% | Added |
| Avion Wealth | 92 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 78 | $2.05K | 0.00% | +37+90.2% | Added |
| Keating Financial Advisory Services, Inc. | 79 | $2.07K | 0.00% | −83−51.2% | Reduced |
| Ares Financial Consulting, LLC | 81 | $2.13K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 82 | $2.15K | 0.00% | +82 | New |
| Rialto Wealth Management, LLC | 83 | $2.18K | 0.00% | +27+48.2% | Added |
| Dunhill Financial, LLC | 84 | $2.23K | 0.00% | +79+1,580.0% | Added |
| Zions Bancorporation, National Association | 86 | $2.26K | 0.00% | +86 | New |
| Prestige Wealth Management Group LLC | 87 | $2.28K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 87 | $2.28K | 0.00% | +87 | New |
| DiNuzzo Private Wealth, Inc. | 88 | $2.31K | 0.00% | −1−1.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 89 | $2.34K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 90 | $2.36K | 0.00% | −10−10.0% | Reduced |
| Rosenberg Matthew Hamilton | 91 | $2.39K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 93 | $2.44K | 0.00% | −258−73.5% | Reduced |
| Massmutual Trust Co FSB | 95 | $2.49K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 95 | $2.49K | 0.00% | +95 | New |
| Private Trust Co NA | 101 | $2.65K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 103 | $2.70K | 0.00% | −263−71.9% | Reduced |
| MidFirst Bank | 111 | $2.91K | 0.00% | +111 | New |
| Westside Investment Management, Inc. | 112 | $2.94K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 112 | $2.96K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 115 | $3.00K | 0.00% | −9−7.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 121 | $3.18K | 0.00% | +121 | New |
| LRI Investments, LLC | 130 | $3.41K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 130 | $3.41K | 0.00% | +130 | New |
| Park Square Financial Group, LLC | 144 | $3.78K | 0.03% | +98+213.0% | Added |
| Fairman Group, LLC | 147 | $3.86K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 154 | $4.04K | 0.00% | −49−24.1% | Reduced |
| Rakuten Securities, Inc. | 160 | $4.20K | 0.00% | +150+1,500.0% | Added |
| Central Trust Co | 161 | $4.23K | 0.00% | −119−42.5% | Reduced |
| Grove Bank & Trust | 163 | $4.28K | 0.00% | +23+16.4% | Added |
| Ancora Advisors, LLC | 164 | $4.30K | 0.00% | −958−85.4% | Reduced |
| Danske Bank A/S | 200 | $5.25K | 0.00% | −2,700−93.1% | Reduced |
| Farmers & Merchants Investments Inc | 200 | $5.25K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 200 | $5.25K | 0.00% | +200 | New |
| Steward Partners Investment Advisory, LLC | 244 | $6.41K | 0.00% | +52+27.1% | Added |
| Key Financial Inc | 255 | $6.69K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 271 | $7.12K | 0.00% | +172+173.7% | Added |
| Westfuller Advisors, LLC | 274 | $7.18K | 0.00% | +2+0.7% | Added |
| CoreCap Advisors, LLC | 283 | $7.43K | 0.00% | −69−19.6% | Reduced |
| Activest Wealth Management | 295 | $7.74K | 0.00% | −266−47.4% | Reduced |
| Intentional Wealth Strategies, LLC | 297 | $7.80K | 0.01% | +297 | New |
| Medallion Wealth Advisors, LLC | 300 | $7.88K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 315 | $8.27K | 0.00% | +99+45.8% | Added |
| Ritter Daniher Financial Advisory LLC | 317 | $8.32K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 335 | $8.79K | 0.00% | +335 | New |
| Owl Creek Wealth Partners LLC | 360 | $9.45K | 0.00% | +360 | New |
| Harbor Investment Advisory, LLC | 361 | $9.48K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 374 | $9.82K | 0.00% | +356+1,977.8% | Added |
| Legacy Wealth Managment, LLC | 405 | $10.6K | 0.01% | −48−10.6% | Reduced |
| Whipplewood Advisors, LLC | 415 | $10.9K | 0.01% | +415 | New |
| Wealth Preservation Advisors, LLC | 430 | $11.3K | 0.01% | +430 | New |
| Parkside Financial Bank & Trust | 447 | $11.7K | 0.00% | +2+0.4% | Added |
| Cornerstone Planning Group LLC | 457 | $12.0K | 0.00% | +3+0.7% | Added |
| Innovative Asset Advisors Group, LLC | 459 | $12.0K | 0.01% | +459 | New |
| JFS Wealth Advisors, LLC | 469 | $12.3K | 0.00% | +12+2.6% | Added |
| JPL Wealth Management, LLC | 498 | $13.1K | 0.00% | +498 | New |
| RWM Asset Management, LLC | 520 | $13.7K | 0.00% | +520 | New |
| Valued Wealth Advisors LLC | 537 | $14.1K | 0.01% | +520+3,058.8% | Added |
| TD Capital Management LLC | 537 | $14.1K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 539 | $14.1K | 0.00% | +539 | New |
| Bell Investment Advisors, Inc | 580 | $15.2K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 590 | $15.5K | 0.00% | +590 | New |
| CVA Family Office, LLC | 673 | $17.7K | 0.00% | +534+384.2% | Added |
| Northwestern Mutual Wealth Management Co | 686 | $18.0K | 0.00% | +82+13.6% | Added |
