| Raleigh Capital Management Inc. | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $85 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 9 | $192 | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 12 | $256 | 0.00% | +12 | New |
| Key Financial Inc | 13 | $277 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 13 | $277 | 0.00% | +13 | New |
| 3 Factor Indexing, LLC | 13 | $278 | 0.00% | +13 | New |
| Dunhill Financial, LLC | 13 | $283 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $299 | 0.00% | +14 | New |
| Curio Wealth, LLC | 17 | $362 | 0.00% | +17 | New |
| TopTier Wealth Management, LLC | 20 | $426 | 0.00% | +20 | New |
| Cassaday & Co Wealth Management LLC | 21 | $448 | 0.00% | +21 | New |
| Signature Equity Partners, LLC | 23 | $490 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24 | $512 | 0.00% | 00.0% | Unchanged |
| Trust Co | 44 | $938 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 46 | $981 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 88 | $1.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 51 | $1.09K | 0.00% | +11+27.5% | Added |
| Vermillion Wealth Management, Inc. | 51 | $1.09K | 0.00% | +51 | New |
| Cornerstone Planning Group LLC | 49 | $1.10K | 0.00% | +49 | New |
| McGuire Capital Advisors Inc | 52 | $1.11K | 0.00% | +52 | New |
| Rossby Financial, LCC | 61 | $1.26K | 0.00% | +42+221.1% | Added |
| Retirement Wealth Solutions LLC | 59 | $1.26K | 0.00% | +18+43.9% | Added |
| American Capital Advisory, LLC | 61 | $1.30K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 61 | $1.30K | 0.00% | +9+17.3% | Added |
| DiNuzzo Private Wealth, Inc. | 67 | $1.43K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 69 | $1.48K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 72 | $1.54K | 0.00% | −8−10.0% | Reduced |
| Albion Financial Group | 72 | $1.54K | 0.00% | +72 | New |
| Principia Wealth Advisory, LLC | 73 | $1.56K | 0.00% | +21+40.4% | Added |
| UMA Financial Services, Inc. | 73 | $1.56K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 84 | $1.79K | 0.00% | +48+133.3% | Added |
| Cornerstone Financial Management LLC | 86 | $1.83K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 86 | $1.83K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 88 | $1.88K | 0.00% | −7−7.4% | Reduced |
| Golden State Equity Partners | 100 | $2.13K | 0.00% | +100 | New |
| Private Trust Co NA | 103 | $2.20K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 104 | $2.22K | 0.00% | +1+1.0% | Added |
| Glen Eagle Advisors, LLC | 110 | $2.35K | 0.00% | +1+0.9% | Added |
| Rialto Wealth Management, LLC | 111 | $2.37K | 0.00% | +54+94.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 121 | $2.58K | 0.00% | +121 | New |
| Cromwell Holdings LLC | 130 | $2.77K | 0.00% | +22+20.4% | Added |
| Hughes Financial Services, LLC | 137 | $2.92K | 0.00% | −8−5.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 145 | $3.10K | 0.00% | +86+145.8% | Added |
| WPG Advisers, LLC | 152 | $3.24K | 0.00% | −84−35.6% | Reduced |
| Valued Wealth Advisors LLC | 152 | $3.24K | 0.00% | +148+3,700.0% | Added |
| Clearstead Advisors, LLC | 163 | $3.48K | 0.00% | −7,290−97.8% | Reduced |
| Chelsea Counsel Co | 170 | $3.63K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 178 | $3.79K | 0.00% | +26+17.1% | Added |
| Private Wealth Management Group, LLC | 182 | $3.88K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 195 | $4.16K | 0.00% | +195 | New |
| Triumph Capital Management | 200 | $4.26K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 208 | $4.43K | 0.00% | +156+300.0% | Added |
| Owl Creek Wealth Partners LLC | 215 | $4.58K | 0.00% | +215 | New |
| Colonial Trust Co | 228 | $4.90K | 0.00% | −35−13.3% | Reduced |
| Capital Advisors, Ltd. LLC | 251 | $5.00K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 300 | $6.18K | 0.00% | +44+17.2% | Added |
| Rosenberg Matthew Hamilton | 291 | $6.20K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 300 | $6.40K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 310 | $6.61K | 0.00% | +310 | New |
| ORG Wealth Partners, LLC | 310 | $6.61K | 0.00% | −9,259−96.8% | Reduced |
| Atlantic Trust, LLC | 312 | $6.65K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 360 | $7.67K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 400 | $8.53K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 432 | $9.21K | 0.00% | +62+16.8% | Added |
| Ronald Blue Trust, Inc. | 446 | $9.51K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 450 | $9.59K | 0.00% | +42+10.3% | Added |
| Versant Capital Management, Inc | 470 | $10.0K | 0.00% | +394+518.4% | Added |
| North Star Investment Management Corp. | 473 | $10.1K | 0.00% | +473 | New |
| Fortitude Family Office, LLC | 477 | $10.2K | 0.00% | +302+172.6% | Added |
| Community Bank, N.A. | 491 | $10.5K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 501 | $10.7K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 506 | $10.8K | 0.00% | +500+8,333.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 500 | $11.2K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 540 | $11.5K | 0.00% | −24,238−97.8% | Reduced |
| JPL Wealth Management, LLC | 598 | $12.8K | 0.00% | +598 | New |
| Meeder Asset Management Inc | 600 | $12.8K | 0.00% | +171+39.9% | Added |
| Farmers & Merchants Investments Inc | 625 | $13.3K | 0.00% | +55+9.6% | Added |
| Salomon & Ludwin, LLC | 656 | $13.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 660 | $14.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 667 | $14.2K | 0.00% | +36+5.7% | Added |
| First Horizon Corp | 672 | $14.3K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 687 | $14.6K | 0.00% | +609+780.8% | Added |
| Founders Capital Management | 700 | $14.9K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 700 | $14.9K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 761 | $16.2K | 2.10% | −43,656−98.3% | Reduced |
| CVA Family Office, LLC | 776 | $16.5K | 0.00% | +775+77,500.0% | Added |
| True Wealth Design, LLC | 784 | $16.7K | 0.00% | +784 | New |
| Pinnacle Bancorp, Inc. | 798 | $17.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 880 | $18.8K | 0.00% | +880 | New |
| Smallwood Wealth Investment Management, LLC | 950 | $20.3K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 973 | $20.7K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,058 | $21.7K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,099 | $23.0K | 0.00% | −610−35.7% | Reduced |
| Wealth Preservation Advisors, LLC | 1,260 | $26.9K | 0.02% | +1,260 | New |
| Huntington National Bank | 1,381 | $29.4K | 0.00% | +164+13.5% | Added |
| TD Private Client Wealth LLC | 1,388 | $29.6K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,413 | $30.1K | 0.00% | +1,341+1,862.5% | Added |
| Evelyn Partners Investment Management LLP | 1,436 | $30.6K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,465 | $31.0K | 0.02% | 00.0% | Unchanged |