| Stone House Investment Management, LLC | 0 | $11 | 0.00% | −67−100.0% | Reduced |
| Rakuten Securities, Inc. | 1 | $39 | 0.00% | −77−98.7% | Reduced |
| Banque Transatlantique SA | 2 | $78 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 3 | $118 | 0.00% | −2−40.0% | Reduced |
| Nemes Rush Group LLC | 3 | $118 | 0.00% | +3 | New |
| Optima Capital LLC | 3 | $118 | 0.00% | +3 | New |
| 1015 Capital Partners, LLC | 3 | $118 | 0.00% | +3 | New |
| Creative Financial Designs Inc | 5 | $196 | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 5 | $196 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $217 | 0.00% | +6 | New |
| Elyxium Wealth, LLC | 7 | $274 | 0.00% | +7 | New |
| Rossby Financial, LCC | 7 | $274 | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 7 | $275 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 7 | $275 | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 9 | $353 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 10 | $392 | 0.00% | +10 | New |
| Investors Portfolio Services LLC | 10 | $399 | 0.00% | +10 | New |
| Turning Point Benefit Group, Inc. | 11 | $431 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 12 | $468 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 12 | $470 | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 13 | $509 | 0.00% | +12+1,200.0% | Added |
| American Capital Advisory, LLC | 13 | $510 | 0.00% | −1−7.1% | Reduced |
| WPG Advisers, LLC | 14 | $549 | 0.00% | −112−88.9% | Reduced |
| Signature Equity Partners, LLC | 14 | $549 | 0.00% | +14 | New |
| Kilter Group LLC | 15 | $588 | 0.00% | +15 | New |
| Transamerica Financial Advisors, Inc. | 15 | $594 | 0.00% | −5−25.0% | Reduced |
| Glen Eagle Advisors, LLC | 18 | $697 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $705 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $784 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $784 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 22 | $862 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 22 | $863 | 0.00% | +1+4.8% | Added |
| Rialto Wealth Management, LLC | 22 | $863 | 0.00% | +5+29.4% | Added |
| Torren Management, LLC | 23 | $907 | 0.00% | +23 | New |
| Plato Investment Management Ltd | 24 | $945 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 24 | $958 | 0.00% | −5−17.2% | Reduced |
| Ogorek Anthony Joseph | 36 | $1.00K | 0.00% | −53−59.6% | Reduced |
| Capital Advisors, Ltd. LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 26 | $1.02K | 0.00% | +6+30.0% | Added |
| MV Capital Management, Inc. | 26 | $1.02K | 0.00% | −1−3.7% | Reduced |
| Essential Investment Partners LLC | 37 | $1.45K | 0.00% | +37 | New |
| Retirement Wealth Solutions LLC | 39 | $1.53K | 0.00% | +16+69.6% | Added |
| Archer Investment Corp | 40 | $1.57K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 42 | $1.65K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 44 | $1.74K | 0.00% | 00.0% | Unchanged |
| American National Bank | 45 | $1.76K | 0.00% | +45 | New |
| Private Wealth Management Group, LLC | 46 | $1.80K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 47 | $1.84K | 0.00% | −10,689−99.6% | Reduced |
| Financial Network Wealth Advisors LLC | 48 | $1.88K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 49 | $1.92K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 42 | $2.00K | 0.00% | +42 | New |
| Cullen/Frost Bankers, Inc. | 52 | $2.04K | 0.00% | −1,648−96.9% | Reduced |
| IMA Wealth, Inc. | 57 | $2.23K | 0.00% | +57 | New |
| Prudent Man Investment Management, Inc. | 58 | $2.27K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 60 | $2.35K | 0.00% | +60 | New |
| Brown Brothers Harriman & Co | 62 | $2.43K | 0.00% | −24−27.9% | Reduced |
| AdvisorNet Financial, Inc | 62 | $2.43K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 63 | $2.47K | 0.00% | −2−3.1% | Reduced |
| Independence Bank of Kentucky | 63 | $2.47K | 0.00% | +63 | New |
| Zions Bancorporation, National Association | 64 | $2.51K | 0.00% | +64 | New |
| J.Safra Asset Management Corp | 66 | $2.59K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 71 | $2.78K | 0.00% | +10+16.4% | Added |
| First Horizon Corp | 79 | $3.10K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 80 | $3.13K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 89 | $3.49K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 91 | $3.57K | 0.00% | +44+93.6% | Added |
| Keating Financial Advisory Services, Inc. | 99 | $3.88K | 0.00% | +99 | New |
| RMG Wealth Management LLC | 100 | $4.08K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 106 | $4.15K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 109 | $4.29K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 110 | $4.31K | 0.00% | −332−75.1% | Reduced |
| Cornerstone Planning Group LLC | 103 | $4.40K | 0.00% | +94+1,044.4% | Added |
| Fortitude Family Office, LLC | 118 | $4.62K | 0.00% | −44−27.2% | Reduced |
| Versant Capital Management, Inc | 137 | $5.37K | 0.00% | −101−42.4% | Reduced |
| Walleye Trading LLC | 142 | $5.57K | 0.00% | +142 | New |
| Fideuram Asset Management (Ireland) dac | 151 | $6.81K | 0.00% | +151 | New |
| GWM Advisors LLC | 178 | $6.99K | 0.00% | −5,354−96.8% | Reduced |
| Vermillion Wealth Management, Inc. | 180 | $7.05K | 0.00% | −42−18.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 194 | $7.60K | 0.00% | +194 | New |
| Whittier Trust Co of Nevada Inc | 206 | $7.77K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 200 | $8.00K | 0.01% | +200 | New |
| CoreCap Advisors, LLC | 206 | $8.07K | 0.00% | −10−4.6% | Reduced |
| Huntington National Bank | 209 | $8.19K | 0.00% | +7+3.5% | Added |
| Farmers & Merchants Investments Inc | 225 | $8.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 231 | $9.05K | 0.00% | +89+62.7% | Added |
| True Wealth Design, LLC | 237 | $9.29K | 0.00% | −1,405−85.6% | Reduced |
| Tacita Capital Inc | 238 | $9.33K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 233 | $9.34K | 0.00% | +24+11.5% | Added |
| Spire Wealth Management | 262 | $10.3K | 0.00% | +20+8.3% | Added |
| Navalign, LLC | 267 | $10.5K | 0.00% | +267 | New |
| Evelyn Partners Investment Management LLP | 269 | $10.5K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 287 | $11.2K | 0.00% | −2−0.7% | Reduced |
| Motco | 300 | $11.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 315 | $12.4K | 0.00% | +113+55.9% | Added |
| Miller Wealth Advisors, LLC | 332 | $13.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 341 | $13.4K | 0.00% | +290+568.6% | Added |
| Louisbourg Investments Inc. | 347 | $13.6K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 400 | $15.7K | 0.01% | +400 | New |
| Salomon & Ludwin, LLC | 444 | $17.2K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 475 | $18.6K | 0.00% | +444+1,432.3% | Added |
