| MV Capital Management, Inc. | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $96 | 0.00% | +2 | New |
| Basecamp Wealth Advisors LLC | 3 | $144 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3 | $144 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 4 | $192 | 0.00% | +4 | New |
| Brown, Lisle/Cummings, Inc. | 5 | $240 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 6 | $288 | 0.00% | −3,770−99.8% | Reduced |
| Synergy Investment Management, LLC | 6 | $288 | 0.00% | +6 | New |
| Intentional Wealth Strategies, LLC | 6 | $288 | 0.00% | +6 | New |
| ROSS\JOHNSON & Associates LLC | 8 | $384 | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 10 | $480 | 0.00% | −102−91.1% | Reduced |
| HFM Investment Advisors, LLC | 10 | $480 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 12 | $570 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 12 | $576 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $623 | 0.00% | +4+44.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 14 | $672 | 0.00% | −491−97.2% | Reduced |
| American Capital Advisory, LLC | 14 | $672 | 0.00% | +14 | New |
| Vermillion Wealth Management, Inc. | 15 | $719 | 0.00% | +15 | New |
| South State Corp. | 15 | $720 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $767 | 0.00% | −11−40.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $767 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 20 | $960 | 0.00% | +20 | New |
| Evolution Wealth Management Inc. | 21 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 22 | $1.05K | 0.00% | +22 | New |
| Bay Harbor Wealth Management, LLC | 23 | $1.10K | 0.00% | +10+76.9% | Added |
| Spire Wealth Management | 24 | $1.15K | 0.00% | −210−89.7% | Reduced |
| NBC Securities, Inc. | 24 | $1.15K | 0.00% | −4−14.3% | Reduced |
| Financial Network Wealth Advisors LLC | 24 | $1.15K | 0.00% | +24 | New |
| Sankala Group LLC | 26 | $1.25K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 27 | $1.29K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 27 | $1.29K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 27 | $1.29K | 0.00% | +27 | New |
| Signature Equity Partners, LLC | 31 | $1.49K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $1.53K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 32 | $1.53K | 0.00% | +23+255.6% | Added |
| IFG Advisory, LLC | 32 | $1.53K | 0.00% | +32 | New |
| Whipplewood Advisors, LLC | 32 | $1.53K | 0.00% | +32 | New |
| Dunhill Financial, LLC | 32 | $1.57K | 0.00% | +27+540.0% | Added |
| Kilter Group LLC | 33 | $1.58K | 0.00% | +33 | New |
| Bare Financial Services, Inc | 34 | $1.63K | 0.00% | −57−62.6% | Reduced |
| Key Financial Inc | 34 | $1.63K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 36 | $1.73K | 0.00% | −2−5.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 37 | $1.77K | 0.00% | +37 | New |
| Ares Financial Consulting, LLC | 39 | $1.88K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 45 | $2.16K | 0.00% | +45 | New |
| Financial Management Professionals, Inc. | 53 | $2.54K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 55 | $2.64K | 0.00% | −40−42.1% | Reduced |
| Pinnacle Bancorp, Inc. | 62 | $2.97K | 0.00% | −28−31.1% | Reduced |
| Clearstead Advisors, LLC | 65 | $3.12K | 0.00% | −816−92.6% | Reduced |
| Sachetta, LLC | 67 | $3.21K | 0.00% | +35+109.4% | Added |
| Retirement Wealth Solutions LLC | 70 | $3.36K | 0.00% | +53+311.8% | Added |
| Zions Bancorporation, National Association | 78 | $3.74K | 0.00% | +78 | New |
| WPG Advisers, LLC | 79 | $3.79K | 0.00% | −16−16.8% | Reduced |
| FWL Investment Management, LLC | 79 | $3.79K | 0.00% | +79 | New |
| Robinswood Financial LLC | 80 | $3.87K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 81 | $3.88K | 0.00% | −79−49.4% | Reduced |
| First Horizon Corp | 85 | $4.08K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 90 | $4.32K | 0.00% | +90 | New |
| ZRC Wealth Management, LLC | 93 | $4.46K | 0.00% | +93 | New |
| SHP Wealth Management | 105 | $5.03K | 0.00% | +1+1.0% | Added |
| Wall Street Financial Group, Inc. | 110 | $5.28K | 0.00% | +110 | New |
| UMA Financial Services, Inc. | 115 | $5.52K | 0.00% | +41+55.4% | Added |
| Corsicana & Co. | 152 | $6.99K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 147 | $7.09K | 0.00% | +141+2,350.0% | Added |
| Farmers & Merchants Investments Inc | 179 | $8.59K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 185 | $8.87K | 0.00% | +10+5.7% | Added |
| CVA Family Office, LLC | 190 | $9.11K | 0.00% | +190 | New |
| Highline Wealth Partners LLC | 198 | $9.50K | 0.00% | +178+890.0% | Added |
| Piscataqua Savings Bank | 200 | $9.59K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 200 | $9.59K | 0.00% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 205 | $9.83K | 0.01% | +205 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 207 | $9.93K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 226 | $10.8K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 227 | $10.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 225 | $10.9K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 242 | $11.6K | 0.00% | −6,870−96.6% | Reduced |
| Sound Income Strategies, LLC | 246 | $11.9K | 0.00% | −215−46.6% | Reduced |
| Massmutual Trust Co FSB | 250 | $12.0K | 0.00% | +10+4.2% | Added |
| Keating Financial Advisory Services, Inc. | 255 | $12.2K | 0.00% | −658−72.1% | Reduced |
| DT Investment Partners, LLC | 278 | $13.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 295 | $14.0K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 300 | $14.4K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 303 | $14.5K | 0.00% | +125+70.2% | Added |
| True Wealth Design, LLC | 327 | $15.7K | 0.00% | +229+233.7% | Added |
| Millstone Evans Group, LLC | 333 | $16.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 335 | $16.1K | 0.00% | +83+32.9% | Added |
| Noble Wealth Management PBC | 350 | $16.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 364 | $17.5K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 400 | $17.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 392 | $19.0K | 0.01% | −121−23.6% | Reduced |
| TSFG, LLC | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 404 | $19.4K | 0.00% | +18+4.7% | Added |
| Harbour Investments, Inc. | 427 | $20.5K | 0.00% | +360+537.3% | Added |
| Trust Co of Toledo NA | 428 | $20.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 434 | $20.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 446 | $21.4K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 474 | $22.7K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 475 | $22.8K | 0.00% | −73−13.3% | Reduced |
