| Bruce G. Allen Investments, LLC | 0 | $15 | 0.00% | 0 | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $140 | 0.00% | −511−99.8% | Reduced |
| Curio Wealth, LLC | 1 | $140 | 0.00% | −7−87.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $140 | 0.00% | −2−66.7% | Reduced |
| HFM Investment Advisors, LLC | 1 | $140 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $140 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $140 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $140 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $140 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $152 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $186 | 0.00% | −2−66.7% | Reduced |
| Truvestments Capital LLC | 2 | $279 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $279 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 2 | $279 | 0.00% | +2 | New |
| TD Capital Management LLC | 2 | $280 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $280 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $419 | 0.00% | −3−50.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3 | $419 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $419 | 0.00% | +2+200.0% | Added |
| Prestige Wealth Management Group LLC | 3 | $420 | 0.00% | +3 | New |
| GWM Advisors LLC | 3 | $454 | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 4 | $558 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 4 | $559 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 4 | $559 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $559 | 0.00% | +3+300.0% | Added |
| Manchester Capital Management LLC | 5 | $699 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $699 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5 | $699 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $699 | 0.00% | +3+150.0% | Added |
| Darwin Advisors, LLC | 5 | $701 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 5 | $703 | 0.00% | +5 | New |
| Creative Financial Designs Inc | 6 | $838 | 0.00% | −2−25.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 6 | $838 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 6 | $838 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 7 | $979 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 7 | $979 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 5 | $1.00K | 0.00% | −3−37.5% | Reduced |
| Fortitude Family Office, LLC | 9 | $1.26K | 0.00% | +5+125.0% | Added |
| BOK Financial Private Wealth, Inc. | 9 | $1.26K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 11 | $1.54K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 11 | $1.54K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 11 | $1.54K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 11 | $1.54K | 0.00% | +11 | New |
| DAGCO, Inc. | 12 | $1.68K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $1.82K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 13 | $1.82K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 13 | $1.82K | 0.00% | +13 | New |
| Harbour Investments, Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 16 | $2.23K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 18 | $2.52K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 19 | $2.65K | 0.00% | +19 | New |
| Boreal Capital Management LLC | 20 | $2.79K | 0.00% | +20 | Added |
| Owl Creek Wealth Partners LLC | 20 | $2.79K | 0.00% | +20 | New |
| Bare Financial Services, Inc | 21 | $2.93K | 0.00% | −32−60.4% | Reduced |
| Montag A & Associates Inc | 22 | $3.07K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 22 | $3.09K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 25 | $3.49K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $3.49K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 25 | $3.49K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $3.49K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 25 | $3.49K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $4.05K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 29 | $4.05K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 29 | $4.05K | 0.00% | +29 | New |
| Compagnie Lombard Odier SCmA | 30 | $4.19K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 31 | $4.33K | 0.00% | +5+19.2% | Added |
| RWM Asset Management, LLC | 31 | $4.33K | 0.00% | +31 | New |
| Zions Bancorporation, National Association | 34 | $4.75K | 0.00% | +16+88.9% | Added |
| Bell Investment Advisors, Inc | 34 | $4.75K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 36 | $5.03K | 0.00% | +13+56.5% | Added |
| Thompson Investment Management, Inc. | 37 | $5.17K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 38 | $5.31K | 0.00% | −20−34.5% | Reduced |
| Wolff Wiese Magana LLC | 41 | $5.73K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 41 | $5.73K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 42 | $5.92K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 44 | $6.15K | 0.00% | −12−21.4% | Reduced |
| CVA Family Office, LLC | 46 | $6.43K | 0.00% | +22+91.7% | Added |
| Parkside Financial Bank & Trust | 50 | $6.99K | 0.00% | +31+163.2% | Added |
| Gill Capital Partners, LLC | 50 | $7.02K | 0.00% | +50 | New |
| Whittier Trust Co | 59 | $8.27K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 60 | $8.38K | 0.00% | +60 | New |
| Rothschild Investment LLC | 61 | $8.52K | 0.00% | +7+13.0% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 62 | $8.66K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 62 | $8.66K | 0.00% | +8+14.8% | Added |
| GHP Investment Advisors, Inc. | 64 | $8.94K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 64 | $8.94K | 0.00% | +59+1,180.0% | Added |
| Evelyn Partners Asset Management Ltd | 65 | $9.08K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 70 | $9.78K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 75 | $10.5K | 0.00% | −14−15.7% | Reduced |
| SBI Securities Co., Ltd. | 75 | $10.5K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 76 | $10.7K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 77 | $10.8K | 0.00% | +77 | New |
| Central Trust Co | 80 | $11.2K | 0.00% | −25−23.8% | Reduced |
| Sunbelt Securities, Inc. | 82 | $11.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 86 | $12.0K | 0.00% | +49+132.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 88 | $12.3K | 0.00% | −12−12.0% | Reduced |
| SRS Capital Advisors, Inc. | 90 | $12.6K | 0.00% | −31−25.6% | Reduced |
| Main Street Group, LTD | 94 | $13.1K | 0.00% | +94 | New |
| Steward Partners Investment Advisory, LLC | 97 | $13.6K | 0.00% | −8−7.6% | Reduced |