| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $266 | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 1 | $266 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $267 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1 | $267 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $267 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $267 | 0.00% | +1 | New |
| Trust Co | 2 | $532 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $532 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $532 | 0.00% | +2 | New |
| Whipplewood Advisors, LLC | 2 | $532 | 0.00% | +2 | New |
| Bell Investment Advisors, Inc | 2 | $533 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $533 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $533 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $561 | 0.00% | −70−97.2% | Reduced |
| Dunhill Financial, LLC | 2 | $743 | 0.00% | −1−33.3% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 3 | $798 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $798 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3 | $798 | 0.00% | +3 | New |
| Vermillion Wealth Management, Inc. | 3 | $798 | 0.00% | +3 | New |
| Sunbelt Securities, Inc. | 4 | $1.06K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $1.06K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $1.06K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 4 | $1.06K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4 | $1.06K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $1.06K | 0.00% | +4 | New |
| Financial Consulate, Inc | 4 | $1.07K | 0.00% | +1+33.3% | Added |
| Clark Wealth Partners | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 5 | $1.33K | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 5 | $1.34K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 6 | $1.60K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 6 | $1.60K | 0.00% | +6 | New |
| ZRC Wealth Management, LLC | 6 | $1.60K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 6 | $1.60K | 0.00% | +2+50.0% | Added |
| Rialto Wealth Management, LLC | 6 | $1.60K | 0.00% | +2+50.0% | Added |
| NVWM, LLC | 7 | $1.86K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8 | $2.05K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 9 | $2.40K | 0.00% | −389−97.7% | Reduced |
| Clear Street Markets LLC | 9 | $2.40K | 0.00% | −70−88.6% | Reduced |
| Johnson Financial Group, Inc. | 9 | $2.40K | 0.00% | −4−30.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 9 | $2.40K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $2.40K | 0.00% | +1+12.5% | Added |
| Dogwood Wealth Management LLC | 9 | $2.40K | 0.00% | +7+350.0% | Added |
| SHP Wealth Management | 10 | $2.63K | 0.00% | +3+42.9% | Added |
| Kilter Group LLC | 10 | $2.66K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 10 | $2.66K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $2.66K | 0.00% | +2+25.0% | Added |
| Hughes Financial Services, LLC | 10 | $2.66K | 0.00% | +2+25.0% | Added |
| Essential Partners LLC | 10 | $2.66K | 0.00% | +6+150.0% | Added |
| Estabrook Capital Management | 11 | $2.93K | 0.00% | +11 | New |
| Bay Harbor Wealth Management, LLC | 11 | $2.94K | 0.00% | +3+37.5% | Added |
| Eastern Bank | 12 | $3.19K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 12 | $3.19K | 0.00% | +12 | New |
| Fairman Group, LLC | 12 | $3.20K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $3.46K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 13 | $3.46K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 13 | $3.46K | 0.00% | +13 | New |
| Financial Network Wealth Advisors LLC | 14 | $3.76K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 15 | $3.99K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 16 | $4.26K | 0.55% | −2,293−99.3% | Reduced |
| United Financial Planning Group LLC | 17 | $4.52K | 0.00% | +17 | New |
| Tower View Investment Management & Research LLC | 17 | $4.52K | 0.00% | +17 | New |
| CBIZ Investment Advisory Services, LLC | 18 | $4.80K | 0.00% | −24−57.1% | Reduced |
| First Horizon Corp | 19 | $5.05K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $5.32K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 21 | $5.59K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 21 | $5.59K | 0.01% | +5+31.3% | Added |
| Colonial Trust Co | 22 | $5.93K | 0.00% | +1+4.8% | Added |
| Marquette Asset Management, LLC | 24 | $6.39K | 0.00% | +24 | New |
| Activest Wealth Management | 25 | $6.65K | 0.00% | +25 | New |
| Albion Financial Group | 27 | $7.18K | 0.00% | +5+22.7% | Added |
| Cromwell Holdings LLC | 27 | $7.21K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 28 | $7.45K | 0.00% | −73−72.3% | Reduced |
| Frazier Financial Advisors, LLC | 28 | $7.45K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 28 | $7.45K | 0.00% | +28 | New |
| Virtus ETF Advisers LLC | 30 | $7.98K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $8.23K | 0.00% | +6+25.0% | Added |
| Owl Creek Wealth Partners LLC | 31 | $8.25K | 0.00% | +31 | New |
| MV Capital Management, Inc. | 32 | $8.51K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 32 | $8.54K | 0.00% | +32 | New |
| Farmers & Merchants Investments Inc | 34 | $9.05K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 35 | $9.34K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 36 | $9.57K | 0.01% | +2+5.9% | Added |
| Park Place Capital Corp | 36 | $9.58K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 36 | $9.58K | 0.00% | +1+2.9% | Added |
| Parkside Financial Bank & Trust | 38 | $10.1K | 0.00% | −5−11.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 38 | $10.2K | 0.00% | +19+100.0% | Added |
| LRI Investments, LLC | 39 | $10.4K | 0.00% | −409−91.3% | Reduced |
| Redwood Park Advisors LLC | 40 | $10.8K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 44 | $11.7K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 44 | $11.7K | 0.00% | +12+37.5% | Added |
| Fortitude Family Office, LLC | 44 | $11.7K | 0.00% | +25+131.6% | Added |
| WPG Advisers, LLC | 45 | $12.0K | 0.01% | −9−16.7% | Reduced |
| Plato Investment Management Ltd | 45 | $12.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $12.0K | 0.00% | +2+4.7% | Added |
| Pflug Koory, LLC | 46 | $12.2K | 0.01% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 48 | $12.8K | 0.00% | +48 | New |