| Raleigh Capital Management Inc. | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1 | $28 | 0.00% | −18−94.7% | Reduced |
| S&T Bank | 1 | $28 | 0.00% | +1 | New |
| Activest Wealth Management | 2 | $56 | 0.00% | −196−99.0% | Reduced |
| Maryland Capital Advisors Inc. | 2 | $57 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $84 | 0.00% | −21−87.5% | Reduced |
| Stone House Investment Management, LLC | 3 | $84 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $85 | 0.00% | +1+50.0% | Added |
| Hughes Financial Services, LLC | 5 | $141 | 0.00% | +2+66.7% | Added |
| Cassaday & Co Wealth Management LLC | 6 | $169 | 0.00% | +6 | New |
| MV Capital Management, Inc. | 7 | $197 | 0.00% | +6+600.0% | Added |
| Plante Moran Financial Advisors, LLC | 8 | $225 | 0.00% | +8 | New |
| SHP Wealth Management | 8 | $225 | 0.00% | +8 | New |
| GHP Investment Advisors, Inc. | 9 | $253 | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 9 | $253 | 0.00% | +9 | New |
| Arlington Trust Co LLC | 10 | $281 | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 10 | $281 | 0.00% | +10 | New |
| McGuire Capital Advisors Inc | 11 | $309 | 0.00% | −430−97.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $338 | 0.00% | −2−14.3% | Reduced |
| Ameriflex Group, Inc. | 13 | $365 | 0.00% | +13 | New |
| HFM Investment Advisors, LLC | 13 | $366 | 0.00% | +7+116.7% | Added |
| Creative Financial Designs Inc | 14 | $394 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 15 | $422 | 0.00% | −10−40.0% | Reduced |
| Meramec Financial Planners, LLC | 16 | $468 | 0.00% | +16 | New |
| Breakwater Investment Management | 17 | $478 | 0.00% | +17 | New |
| DecisionPoint Financial, LLC | 17 | $486 | 0.00% | +5+41.7% | Added |
| Fortitude Family Office, LLC | 18 | $506 | 0.00% | −63−77.8% | Reduced |
| Cornerstone Financial Management LLC | 18 | $506 | 0.00% | +18 | New |
| Quaker Wealth Management, LLC | 22 | $619 | 0.00% | +13+144.4% | Added |
| CVA Family Office, LLC | 26 | $731 | 0.00% | −90−77.6% | Reduced |
| Sachetta, LLC | 26 | $731 | 0.00% | −33−55.9% | Reduced |
| Creative Capital Management Investments LLC | 27 | $759 | 0.00% | +27 | New |
| Manchester Capital Management LLC | 28 | $788 | 0.00% | +28 | New |
| South State Corp. | 33 | $928 | 0.00% | +33 | New |
| Advocate Investing Services LLC | 34 | $956 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 34 | $956 | 0.00% | +32+1,600.0% | Added |
| JPL Wealth Management, LLC | 35 | $984 | 0.00% | −20−36.4% | Reduced |
| CoreCap Advisors, LLC | 35 | $984 | 0.00% | +19+118.8% | Added |
| Rialto Wealth Management, LLC | 35 | $984 | 0.00% | +21+150.0% | Added |
| Farmers & Merchants Investments Inc | 36 | $1.01K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 40 | $1.12K | 0.00% | +34+566.7% | Added |
| Park Square Financial Group, LLC | 46 | $1.29K | 0.01% | −28−37.8% | Reduced |
| Massmutual Trust Co FSB | 51 | $1.43K | 0.00% | +36+240.0% | Added |
| North Star Investment Management Corp. | 51 | $1.43K | 0.00% | +51 | New |
| Bare Financial Services, Inc | 51 | $1.43K | 0.00% | +51 | New |
| Kilter Group LLC | 52 | $1.46K | 0.00% | +52 | New |
| Action Point Financial Planning, LLC | 61 | $1.66K | 0.00% | +61 | New |
| LRI Investments, LLC | 63 | $1.77K | 0.00% | +63 | New |
| Grove Bank & Trust | 67 | $1.88K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 70 | $1.97K | 0.00% | +57+438.5% | Added |
| Private Trust Co NA | 72 | $2.02K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 72 | $2.02K | 0.00% | +72 | New |
| Planning Strategies Inc. | 73 | $2.05K | 0.00% | +73 | New |
| Zions Bancorporation, National Association | 74 | $2.08K | 0.00% | +16+27.6% | Added |
| JFS Wealth Advisors, LLC | 74 | $2.08K | 0.00% | −27−26.7% | Reduced |
| Bruce G. Allen Investments, LLC | 77 | $2.16K | 0.00% | +68+755.6% | Added |
| IFG Advisory, LLC | 88 | $2.47K | 0.00% | +88 | New |
| Addison Advisors LLC | 90 | $2.53K | 0.00% | +90 | New |
| Raffa Wealth Management, LLC | 93 | $2.61K | 0.00% | +28+43.1% | Added |
| Bellevue Asset Management, LLC | 100 | $2.81K | 0.00% | +100 | New |
| Brown Brothers Harriman & Co | 106 | $2.98K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 128 | $3.60K | 0.00% | −808−86.3% | Reduced |
| Bell Investment Advisors, Inc | 133 | $3.74K | 0.00% | +104+358.6% | Added |
| WealthCollab, LLC | 142 | $3.99K | 0.00% | −145−50.5% | Reduced |
| Avion Wealth | 169 | $4.00K | 0.00% | +169 | New |
| Markowski Investments | 150 | $4.22K | 0.00% | +150 | New |
| Owl Creek Wealth Partners LLC | 160 | $4.50K | 0.00% | +15+10.3% | Added |
| Bank & Trust Co | 166 | $4.67K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 181 | $5.09K | 0.00% | +89+96.7% | Added |
| SJS Investment Consulting Inc. | 191 | $5.37K | 0.00% | −130−40.5% | Reduced |
| Ogorek Anthony Joseph | 217 | $6.00K | 0.00% | +178+456.4% | Added |
| SBI Securities Co., Ltd. | 236 | $6.63K | 0.00% | +171+263.1% | Added |
| Compass Financial Management LLC | 260 | $7.02K | 0.00% | +260 | New |
| Parvin Asset Management, LLC | 250 | $7.03K | 0.01% | −250−50.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 264 | $7.42K | 0.00% | −24,129−98.9% | Reduced |
| Silver Grove Financial Group, Inc. | 269 | $7.56K | 0.00% | +269 | New |
| ZRC Wealth Management, LLC | 296 | $8.32K | 0.00% | +296 | New |
| Atlas Capital Advisors LLC | 332 | $9.33K | 0.00% | −2,204−86.9% | Reduced |
| Rossby Financial, LCC | 363 | $10.2K | 0.00% | −3,001−89.2% | Reduced |
| Triumph Capital Management | 415 | $11.7K | 0.00% | −110−21.0% | Reduced |
| Financial Consulate, Inc | 420 | $11.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $12.0K | 0.00% | +400 | New |
| AdvisorNet Financial, Inc | 432 | $12.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 436 | $12.3K | 0.00% | +436 | New |
| BNP Paribas | 300 | $13.0K | 0.00% | +300 | New |
| Capital Advisors, Ltd. LLC | 608 | $17.0K | 0.00% | +244+67.0% | Added |
| Parkside Financial Bank & Trust | 625 | $17.6K | 0.00% | +499+396.0% | Added |
| Harbour Investments, Inc. | 637 | $17.9K | 0.00% | +71+12.5% | Added |
| Bayforest Capital Ltd | 672 | $18.9K | 0.02% | +672 | New |
| Essential Partners LLC | 692 | $19.5K | 0.01% | −1,653−70.5% | Reduced |
| WPG Advisers, LLC | 692 | $19.5K | 0.01% | +65+10.4% | Added |
| New Age Alpha Advisors, LLC | 735 | $20.7K | 0.00% | +735 | New |
| Allworth Financial LP | 778 | $21.9K | 0.00% | −1,275−62.1% | Reduced |
| Nykredit A/S | 818 | $23.0K | 0.00% | +818 | New |
| Salomon & Ludwin, LLC | 871 | $24.9K | 0.00% | +871 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,065 | $30.4K | 0.00% | +1,065 | New |
| Altshuler Shaham Ltd | 1,096 | $30.8K | 0.00% | +245+28.8% | Added |
| Bessemer Group Inc | 1,080 | $31.0K | 0.00% | +66+6.5% | Added |
| Steward Partners Investment Advisory, LLC | 1,189 | $33.4K | 0.00% | −11−0.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,264 | $35.5K | 0.00% | −22,376−94.7% | Reduced |
