| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $19 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 3 | $53 | 0.00% | +3 | New |
| Graney & King, LLC | 4 | $78 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $109 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $146 | 0.00% | +5+166.7% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $163 | 0.00% | +3+50.0% | Added |
| Davis Capital Management | 9 | $163 | 0.00% | +9 | New |
| Godfrey Financial Associates, Inc. | 10 | $182 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $200 | 0.00% | +3+37.5% | Added |
| Plante Moran Financial Advisors, LLC | 11 | $200 | 0.00% | +11 | New |
| First Horizon Corp | 12 | $218 | 0.00% | −5−29.4% | Reduced |
| Ankerstar Wealth, LLC | 12 | $223 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 17 | $309 | 0.00% | +1+6.3% | Added |
| Elequin Capital LP | 18 | $327 | 0.00% | −54−75.0% | Reduced |
| Trust Co | 20 | $363 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 22 | $399 | 0.00% | +22 | New |
| Keating Financial Advisory Services, Inc. | 23 | $417 | 0.00% | −13−36.1% | Reduced |
| Cedar Mountain Advisors, LLC | 25 | $454 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 25 | $454 | 0.00% | +25 | New |
| Bare Financial Services, Inc | 26 | $472 | 0.00% | −110−80.9% | Reduced |
| Rialto Wealth Management, LLC | 26 | $472 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 26 | $472 | 0.00% | +26 | New |
| Ameriflex Group, Inc. | 26 | $472 | 0.00% | +26 | New |
| Creative Capital Management Investments LLC | 27 | $490 | 0.00% | +27 | New |
| Clearstead Advisors, LLC | 28 | $509 | 0.00% | +28 | New |
| Ares Financial Consulting, LLC | 29 | $526 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 31 | $563 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 35 | $581 | 0.00% | +35 | New |
| MidFirst Bank | 33 | $599 | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 34 | $604 | 0.00% | +34 | New |
| Fortitude Family Office, LLC | 43 | $780 | 0.00% | −2−4.4% | Reduced |
| Vermillion Wealth Management, Inc. | 45 | $826 | 0.00% | −3−6.3% | Reduced |
| Cornerstone Financial Management LLC | 52 | $944 | 0.00% | +52 | New |
| Valued Wealth Advisors LLC | 51 | $949 | 0.00% | −304−85.6% | Reduced |
| West Financial Advisors, LLC | 57 | $1.04K | 0.00% | +1+1.8% | Added |
| Farmers & Merchants Investments Inc | 60 | $1.09K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 60 | $1.16K | 0.00% | +60 | New |
| Bell Investment Advisors, Inc | 65 | $1.18K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 66 | $1.21K | 0.00% | +42+175.0% | Added |
| Colonial Trust Co | 67 | $1.22K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 80 | $1.45K | 0.00% | +80 | New |
| Cornerstone Planning Group LLC | 80 | $1.76K | 0.00% | +42+110.5% | Added |
| WPG Advisers, LLC | 106 | $1.92K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 107 | $1.95K | 0.00% | +1+0.9% | Added |
| Retirement Wealth Solutions LLC | 114 | $2.06K | 0.00% | −138−54.8% | Reduced |
| International Assets Investment Management, LLC | 120 | $2.11K | 0.00% | +80+200.0% | Added |
| Redwood Park Advisors LLC | 150 | $2.72K | 0.00% | 00.0% | Unchanged |
| Bayban | 150 | $2.72K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 152 | $2.76K | 0.00% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 200 | $3.63K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 201 | $3.65K | 0.00% | −166−45.2% | Reduced |
| Private Wealth Management Group, LLC | 214 | $3.88K | 0.00% | +214 | New |
| Leonteq Securities AG | 239 | $4.34K | 0.00% | −5,505−95.8% | Reduced |
| Bogart Wealth, LLC | 273 | $4.96K | 0.00% | +273 | New |
| Westside Investment Management, Inc. | 287 | $5.21K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 300 | $5.45K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 300 | $5.45K | 0.00% | +300 | New |
| Massmutual Trust Co FSB | 306 | $5.55K | 0.00% | −147−32.5% | Reduced |
| Fedenia Advisers LLC | 326 | $5.92K | 0.00% | +326 | New |
| Rothschild Investment LLC | 411 | $7.46K | 0.00% | +26+6.8% | Added |
| Larson Financial Group LLC | 421 | $7.64K | 0.00% | −20−4.5% | Reduced |
| Huntington National Bank | 440 | $7.99K | 0.00% | +439+43,900.0% | Added |
| Salem Investment Counselors Inc | 440 | $8.18K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 500 | $9.07K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 500 | $9.08K | 0.00% | −2,019−80.2% | Reduced |
| Harbour Investments, Inc. | 503 | $9.13K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 545 | $9.89K | 0.00% | −87−13.8% | Reduced |
| Global Retirement Partners, LLC | 552 | $10.0K | 0.00% | +552 | New |
| Smartleaf Asset Management LLC | 627 | $11.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 700 | $12.7K | 0.00% | −1,300−65.0% | Reduced |
| EverSource Wealth Advisors, LLC | 715 | $13.0K | 0.00% | +428+149.1% | Added |
| Optiver Holding B.V. | 731 | $13.3K | 0.00% | +731 | New |
| Essential Partners LLC | 750 | $13.6K | 0.01% | +684+1,036.4% | Added |
| Bessemer Group Inc | 737 | $14.0K | 0.00% | −171−18.8% | Reduced |
| Hilton Head Capital Partners, LLC | 778 | $14.1K | 0.01% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 800 | $14.5K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 890 | $16.2K | 0.00% | +48+5.7% | Added |
| Triumph Capital Management | 900 | $16.3K | 0.00% | +500+125.0% | Added |
| Signature Equity Partners, LLC | 908 | $16.5K | 0.01% | −152−14.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 900 | $16.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 929 | $16.9K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 947 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 946 | $17.2K | 0.00% | −70−6.9% | Reduced |
| Parallel Advisors, LLC | 976 | $17.7K | 0.00% | +851+680.8% | Added |
| Golden State Equity Partners | 1,133 | $20.6K | 0.06% | −1−0.1% | Reduced |
| Farther Finance Advisors, LLC | 1,240 | $22.5K | 0.00% | −270−17.9% | Reduced |
| Umb Bank N A | 1,444 | $26.2K | 0.00% | +204+16.5% | Added |
| DV Trading LLC | 1,515 | $27.5K | 0.00% | +1,515 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,560 | $28.3K | 0.00% | −748−32.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,619 | $29.4K | 0.00% | +1,544+2,058.7% | Added |
| AdvisorNet Financial, Inc | 1,630 | $29.6K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,711 | $30.0K | 0.00% | +813+90.5% | Added |
| Allworth Financial LP | 1,713 | $31.1K | 0.00% | +1,063+163.5% | Added |
| Covestor Ltd | 1,846 | $34.0K | 0.02% | −2,761−59.9% | Reduced |
| Harbor Capital Advisors, Inc. | 1,880 | $34.0K | 0.00% | −47−2.4% | Reduced |
| IFP Advisors, Inc | 1,903 | $34.5K | 0.00% | +703+58.6% | Added |
| Signaturefd, LLC | 1,977 | $35.9K | 0.00% | −2,580−56.6% | Reduced |
| Advisor Group Holdings, Inc. | 2,011 | $36.5K | 0.00% | −822−29.0% | Reduced |
