| TSFG, LLC | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 22 | $0 | 0.00% | +22 | New |
| Raleigh Capital Management Inc. | 0 | $4 | 0.00% | 0 | Unchanged |
| JPL Wealth Management, LLC | 2 | $52 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2 | $52 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 4 | $104 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 5 | $130 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $130 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 6 | $156 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7 | $181 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 7 | $186 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 11 | $289 | 0.00% | +11 | New |
| Prestige Wealth Management Group LLC | 16 | $415 | 0.00% | +6+60.0% | Added |
| Investors Portfolio Services LLC | 17 | $440 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 18 | $466 | 0.00% | +7+63.6% | Added |
| South State Corp. | 21 | $544 | 0.00% | +21 | New |
| GHP Investment Advisors, Inc. | 22 | $570 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 22 | $570 | 0.00% | +22 | New |
| Spire Wealth Management | 23 | $596 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 23 | $596 | 0.00% | +6+35.3% | Added |
| Continuum Advisory, LLC | 24 | $622 | 0.00% | +24 | New |
| Hughes Financial Services, LLC | 26 | $673 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 44 | $1.14K | 0.00% | +44 | New |
| HFM Investment Advisors, LLC | 49 | $1.27K | 0.00% | +26+113.0% | Added |
| Tounjian Advisory Partners, LLC | 50 | $1.29K | 0.00% | +50 | New |
| Bokf, NA | 50 | $1.29K | 0.00% | +50 | New |
| Cornerstone Planning Group LLC | 50 | $1.32K | 0.00% | +11+28.2% | Added |
| NBT Bank N A | 56 | $1.45K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 57 | $1.48K | 0.00% | +57 | New |
| Bay Harbor Wealth Management, LLC | 59 | $1.53K | 0.00% | +15+34.1% | Added |
| DiNuzzo Private Wealth, Inc. | 62 | $1.61K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 64 | $1.66K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 74 | $1.92K | 0.00% | +2+2.8% | Added |
| Private Trust Co NA | 78 | $2.02K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 79 | $2.05K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 79 | $2.05K | 0.00% | +25+46.3% | Added |
| Huntington National Bank | 80 | $2.07K | 0.00% | +41+105.1% | Added |
| Bullock Wealth Management Group | 84 | $2.21K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 96 | $2.49K | 0.00% | +96 | New |
| Birchbrook, Inc. | 105 | $2.71K | 0.00% | +1+1.0% | Added |
| Creative Capital Management Investments LLC | 112 | $2.90K | 0.00% | +112 | New |
| Private Wealth Management Group, LLC | 117 | $3.03K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 120 | $3.10K | 0.00% | +7+6.2% | Added |
| Keating Financial Advisory Services, Inc. | 125 | $3.24K | 0.00% | +3+2.5% | Added |
| SJS Investment Consulting Inc. | 130 | $3.37K | 0.00% | +82+170.8% | Added |
| Manchester Capital Management LLC | 132 | $3.42K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 145 | $3.76K | 0.00% | +30+26.1% | Added |
| Rialto Wealth Management, LLC | 146 | $3.78K | 0.00% | +38+35.2% | Added |
| Manning & Napier Advisors LLC | 169 | $4.36K | 0.00% | +169 | New |
| City State Bank | 174 | $4.51K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 185 | $4.89K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 195 | $5.05K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 196 | $5.08K | 0.00% | −3−1.5% | Reduced |
| WPG Advisers, LLC | 229 | $5.93K | 0.00% | +167+269.4% | Added |
| Avion Wealth | 265 | $6.00K | 0.00% | +21+8.6% | Added |
| Retirement Wealth Solutions LLC | 248 | $6.42K | 0.00% | +20+8.8% | Added |
| Fortitude Family Office, LLC | 260 | $6.73K | 0.00% | −10−3.7% | Reduced |
| Action Point Financial Planning, LLC | 276 | $7.12K | 0.00% | +276 | New |
| Quent Capital, LLC | 281 | $7.28K | 0.00% | +76+37.1% | Added |
| Farmers & Merchants Investments Inc | 285 | $7.38K | 0.00% | −15−5.0% | Reduced |
| Silver Grove Financial Group, Inc. | 329 | $8.52K | 0.00% | +329 | New |
| Owl Creek Wealth Partners LLC | 365 | $9.45K | 0.00% | +35+10.6% | Added |
| Flagship Wealth Advisors, LLC | 400 | $10.4K | 0.00% | +400 | New |
| Rosenberg Matthew Hamilton | 436 | $11.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 462 | $12.0K | 0.00% | −122−20.9% | Reduced |
| Larson Financial Group LLC | 463 | $12.0K | 0.00% | +80+20.9% | Added |
| EverSource Wealth Advisors, LLC | 493 | $12.8K | 0.00% | −1,613−76.6% | Reduced |
| Cedar Mountain Advisors, LLC | 510 | $13.2K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 532 | $13.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 538 | $13.9K | 0.00% | +79+17.2% | Added |
| J.Safra Asset Management Corp | 555 | $14.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 574 | $15.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 663 | $17.2K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 700 | $18.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 736 | $19.1K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 739 | $19.1K | 0.01% | +739 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 800 | $20.7K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 804 | $20.8K | 0.01% | +804 | New |
| Bogart Wealth, LLC | 805 | $20.9K | 0.00% | +164+25.6% | Added |
| Eurizon Capital SGR S.p.A. | 812 | $21.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 833 | $21.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 888 | $23.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 959 | $24.7K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 970 | $25.1K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 975 | $25.6K | 0.00% | −2,728−73.7% | Reduced |
| SHP Wealth Management | 1,031 | $26.7K | 0.00% | +31+3.1% | Added |
| Massmutual Trust Co FSB | 1,105 | $28.6K | 0.00% | −161−12.7% | Reduced |
| Nomura Asset Management Co Ltd | 1,280 | $33.2K | 0.00% | −1,320−50.8% | Reduced |
| First Financial Corp | 1,400 | $36.3K | 0.01% | −100−6.7% | Reduced |
| Archer Investment Corp | 1,500 | $38.9K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,582 | $41.0K | 0.00% | −16−1.0% | Reduced |
| Los Angeles Capital Management LLC | 1,596 | $41.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,653 | $42.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,681 | $43.5K | 0.00% | +65+4.0% | Added |
| Peterson Wealth Services | 1,689 | $43.7K | 0.01% | +10+0.6% | Added |
| IFP Advisors, Inc | 1,729 | $44.8K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,915 | $49.0K | 0.02% | +1,915 | New |
| Farther Finance Advisors, LLC | 2,242 | $58.0K | 0.00% | +293+15.0% | Added |
| Kemnay Advisory Services Inc. | 2,327 | $60.3K | 0.01% | +229+10.9% | Added |
| Harbor Capital Advisors, Inc. | 2,345 | $61.0K | 0.00% | 00.0% | Unchanged |