| Motco | 1 | $378 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $379 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1 | $541 | 0.00% | −4−80.0% | Reduced |
| Financial Management Professionals, Inc. | 2 | $757 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2 | $757 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $757 | 0.00% | +2 | New |
| MJT & Associates Financial Advisory Group, Inc. | 2 | $757 | 0.00% | +2 | New |
| CX Institutional | 3 | $1.00K | 0.00% | +3 | New |
| Avion Wealth | 3 | $1.00K | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $1.05K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 3 | $1.14K | 0.00% | +2+200.0% | Added |
| Raffa Wealth Management, LLC | 3 | $1.14K | 0.00% | +2+200.0% | Added |
| HFM Investment Advisors, LLC | 3 | $1.14K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 4 | $1.35K | 0.00% | +4 | New |
| Dunhill Financial, LLC | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 4 | $1.51K | 0.00% | +4 | New |
| Marquette Asset Management, LLC | 4 | $1.51K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 4 | $1.51K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 4 | $1.51K | 0.00% | +4 | New |
| Elequin Capital LP | 5 | $1.89K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $1.89K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 5 | $1.89K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 6 | $2.27K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $2.27K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 6 | $2.27K | 0.00% | +2+50.0% | Added |
| Whipplewood Advisors, LLC | 7 | $2.65K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 7 | $2.65K | 0.00% | +7 | New |
| Centerpoint Advisors, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $3.03K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $3.03K | 0.00% | +1+14.3% | Added |
| Cornerstone Planning Group LLC | 11 | $3.25K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 9 | $3.41K | 0.00% | −126−93.3% | Reduced |
| Cromwell Holdings LLC | 9 | $3.41K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 9 | $3.41K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 10 | $3.78K | 0.00% | +10 | New |
| South State Corp. | 10 | $3.79K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 10 | $3.79K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10 | $3.79K | 0.00% | +10 | New |
| CWM Advisors, LLC | 11 | $4.00K | 0.00% | +11 | New |
| Hughes Financial Services, LLC | 11 | $4.16K | 0.00% | +7+175.0% | Added |
| Bogart Wealth, LLC | 12 | $4.54K | 0.00% | +9+300.0% | Added |
| IFG Advisory, LLC | 14 | $5.30K | 0.00% | +14 | New |
| Rialto Wealth Management, LLC | 14 | $5.30K | 0.00% | +5+55.6% | Added |
| Cornerstone Financial Management LLC | 15 | $5.68K | 0.00% | +4+36.4% | Added |
| Key Financial Inc | 16 | $6.05K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 16 | $6.05K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 17 | $6.43K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $7.57K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 23 | $8.52K | 0.00% | −15−39.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 23 | $8.71K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 25 | $9.46K | 0.00% | −5−16.7% | Reduced |
| Crewe Advisors LLC | 25 | $9.46K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $9.46K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 30 | $11.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $11.4K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 33 | $12.5K | 0.00% | −70−68.0% | Reduced |
| Bruce G. Allen Investments, LLC | 33 | $12.5K | 0.01% | −1−2.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 34 | $12.9K | 0.00% | +10+41.7% | Added |
| Apollo Management Holdings, L.P. | 35 | $13.2K | 0.00% | +35 | New |
| SJS Investment Consulting Inc. | 38 | $14.4K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 40 | $15.1K | 0.00% | +10+33.3% | Added |
| Stone House Investment Management, LLC | 40 | $15.1K | 0.00% | +20+100.0% | Added |
| Farmers & Merchants Investments Inc | 43 | $16.3K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 47 | $16.5K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 45 | $17.0K | 0.00% | +32+246.2% | Added |
| JFS Wealth Advisors, LLC | 46 | $17.4K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 47 | $17.8K | 0.00% | +47 | New |
| Caitong International Asset Management Co., Ltd | 48 | $18.2K | 0.00% | −663−93.2% | Reduced |
| Assetmark, Inc | 49 | $18.5K | 0.00% | +11+28.9% | Added |
| Bell Investment Advisors, Inc | 50 | $18.9K | 0.00% | −2−3.8% | Reduced |
| CVA Family Office, LLC | 51 | $19.3K | 0.00% | +1+2.0% | Added |
| Private Trust Co NA | 53 | $20.1K | 0.00% | +53 | New |
| SHP Wealth Management | 54 | $20.4K | 0.00% | +53+5,300.0% | Added |
| Contravisory Investment Management, Inc. | 55 | $20.8K | 0.00% | +55 | New |
| Activest Wealth Management | 56 | $21.2K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 69 | $22.2K | 0.20% | −2−2.8% | Reduced |
| Highland Investment Advisors LLC | 65 | $24.6K | 0.01% | +65 | New |
| Institute for Wealth Management, LLC. | 65 | $24.6K | 0.00% | +65 | New |
| Action Point Financial Planning, LLC | 67 | $24.6K | 0.00% | +67 | New |
| 1015 Capital Partners, LLC | 74 | $28.0K | 0.02% | −1−1.3% | Reduced |
| Massmutual Trust Co FSB | 78 | $29.5K | 0.00% | +6+8.3% | Added |
| Proathlete Wealth Management LLC | 93 | $35.2K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 98 | $37.1K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 106 | $37.2K | 0.00% | +100+1,666.7% | Added |
| Quarry LP | 99 | $37.5K | 0.01% | +34+52.3% | Added |
| CoreCap Advisors, LLC | 100 | $37.8K | 0.00% | +100 | New |
| First Horizon Corp | 107 | $40.5K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 107 | $40.5K | 0.01% | +79+282.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $41.6K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 114 | $43.1K | 0.01% | +10+9.6% | Added |
| True Wealth Design, LLC | 116 | $43.9K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 120 | $45.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 125 | $47.3K | 0.00% | +125 | New |
| Larson Financial Group LLC | 151 | $57.1K | 0.00% | −177−54.0% | Reduced |
| V-Square Quantitative Management LLC | 152 | $57.5K | 0.01% | +152 | New |
| Quent Capital, LLC | 153 | $57.9K | 0.00% | −2−1.3% | Reduced |
| Wolverine Asset Management LLC | 157 | $59.4K | 0.00% | +157 | New |
| Whittier Trust Co | 198 | $60.2K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 166 | $62.8K | 0.01% | 00.0% | Unchanged |