| Raleigh Capital Management Inc. | 0 | $10 | 0.00% | 0 | Unchanged |
| Hughes Financial Services, LLC | 1 | $34 | 0.00% | −1−50.0% | Reduced |
| AdvisorNet Financial, Inc | 2 | $67 | 0.00% | +2 | New |
| Action Point Financial Planning, LLC | 3 | $101 | 0.00% | +3 | New |
| Abound Wealth Management | 6 | $186 | 0.00% | +1+20.0% | Added |
| Pacific Center for Financial Services | 6 | $201 | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 6 | $201 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 6 | $201 | 0.00% | +6 | New |
| Whipplewood Advisors, LLC | 8 | $268 | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 8 | $268 | 0.00% | +8 | New |
| Quaker Wealth Management, LLC | 9 | $302 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $305 | 0.00% | −36−81.8% | Reduced |
| Prestige Wealth Management Group LLC | 10 | $335 | 0.00% | +6+150.0% | Added |
| American Capital Advisory, LLC | 11 | $369 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 11 | $369 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 11 | $369 | 0.00% | +11 | New |
| Harbor Investment Advisory, LLC | 12 | $402 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 12 | $402 | 0.00% | 00.0% | Unchanged |
| Anchor Bay Capital, Inc. | 11 | $402 | 0.00% | +11 | New |
| Planning Strategies Inc. | 14 | $469 | 0.00% | +14 | New |
| Basecamp Wealth Advisors LLC | 15 | $503 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $503 | 0.00% | +2+15.4% | Added |
| Silver Grove Financial Group, Inc. | 18 | $603 | 0.00% | +18 | New |
| South State Corp. | 20 | $670 | 0.00% | −21−51.2% | Reduced |
| GHP Investment Advisors, Inc. | 20 | $670 | 0.00% | 00.0% | Unchanged |
| Motco | 23 | $771 | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 25 | $838 | 0.00% | +25 | New |
| Principia Wealth Advisory, LLC | 29 | $972 | 0.00% | +9+45.0% | Added |
| Avion Wealth | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Princeton Global Asset Management LLC | 31 | $1.04K | 0.00% | +31 | New |
| True Wealth Design, LLC | 37 | $1.24K | 0.00% | −156−80.8% | Reduced |
| Bell Investment Advisors, Inc | 45 | $1.51K | 0.00% | −1−2.2% | Reduced |
| International Assets Investment Management, LLC | 45 | $1.52K | 0.00% | −26−36.6% | Reduced |
| Smartleaf Asset Management LLC | 48 | $1.64K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 53 | $1.78K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 53 | $1.78K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 54 | $1.83K | 0.00% | +17+45.9% | Added |
| SJS Investment Consulting Inc. | 56 | $1.88K | 0.00% | −89−61.4% | Reduced |
| UMA Financial Services, Inc. | 68 | $2.28K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 68 | $2.28K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 69 | $2.31K | 0.00% | +12+21.1% | Added |
| Cullen/Frost Bankers, Inc. | 78 | $2.60K | 0.00% | +3+4.0% | Added |
| Clearstead Advisors, LLC | 82 | $2.75K | 0.00% | +37+82.2% | Added |
| Aventura Private Wealth, LLC | 84 | $2.81K | 0.00% | +84 | New |
| Strategic Investment Solutions, Inc. | 93 | $3.12K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 95 | $3.25K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 98 | $3.28K | 0.00% | +98 | New |
| Creative Financial Designs Inc | 105 | $3.53K | 0.00% | +1+1.0% | Added |
| Salomon & Ludwin, LLC | 128 | $4.32K | 0.00% | −1−0.8% | Reduced |
| Mather Group, LLC. | 148 | $4.96K | 0.00% | −245−62.3% | Reduced |
| Markowski Investments | 200 | $6.70K | 0.00% | +200 | New |
| Farmers & Merchants Investments Inc | 202 | $6.77K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 223 | $7.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 219 | $7.34K | 0.00% | +219 | New |
| Rossby Financial, LCC | 223 | $7.47K | 0.00% | +74+49.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 242 | $8.11K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 244 | $8.17K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 246 | $8.24K | 0.00% | −20−7.5% | Reduced |
| Owl Creek Wealth Partners LLC | 255 | $8.54K | 0.00% | −105−29.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 264 | $8.96K | 0.00% | +54+25.7% | Added |
| Community Bank, N.A. | 273 | $9.14K | 0.00% | +273 | New |
| ZRC Wealth Management, LLC | 310 | $10.4K | 0.00% | +267+620.9% | Added |
| Zions Bancorporation, National Association | 406 | $13.6K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 440 | $14.9K | 0.01% | +87+24.6% | Added |
| Atlantic Trust, LLC | 447 | $15.0K | 0.00% | +229+105.0% | Added |
| Harbour Investments, Inc. | 464 | $15.5K | 0.00% | +304+190.0% | Added |
| Stone House Investment Management, LLC | 467 | $15.6K | 0.00% | +212+83.1% | Added |
| Danske Bank A/S | 500 | $16.8K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 500 | $16.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 503 | $16.9K | 0.00% | +112+28.6% | Added |
| Private Trust Co NA | 515 | $17.3K | 0.00% | −9−1.7% | Reduced |
| Quent Capital, LLC | 528 | $17.7K | 0.00% | −174−24.8% | Reduced |
| Toronto Dominion Bank | 543 | $18.2K | 0.00% | +543 | New |
| Measured Wealth Private Client Group, LLC | 592 | $19.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 658 | $22.0K | 0.00% | +111+20.3% | Added |
| IFP Advisors, Inc | 687 | $23.0K | 0.00% | −80−10.4% | Reduced |
| EFG International AG | 726 | $24.3K | 0.00% | +224+44.6% | Added |
| Stance Capital LLC | 740 | $24.8K | 0.01% | +740 | New |
| Bessemer Group Inc | 778 | $26.0K | 0.00% | +312+67.0% | Added |
| V-Square Quantitative Management LLC | 789 | $26.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 817 | $27.4K | 0.00% | −57−6.5% | Reduced |
| Wiser Advisor Group LLC | 849 | $28.4K | 0.03% | +11+1.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 925 | $31.0K | 0.00% | −3,870−80.7% | Reduced |
| Essential Partners LLC | 969 | $32.5K | 0.01% | +184+23.4% | Added |
| Cape Investment Advisory, Inc. | 980 | $32.8K | 0.01% | +980 | New |
| Allworth Financial LP | 992 | $33.2K | 0.00% | −411−29.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,000 | $33.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,032 | $34.6K | 0.00% | +910+745.9% | Added |
| Covestor Ltd | 1,057 | $35.0K | 0.02% | −1,499−58.6% | Reduced |
| Caitlin John, LLC | 1,077 | $36.1K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,274 | $42.7K | 0.00% | +909+249.0% | Added |
| Highline Wealth Partners LLC | 1,316 | $44.1K | 0.01% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 1,370 | $46.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,532 | $51.3K | 0.00% | +1,532 | New |
| CX Institutional | 1,768 | $59.0K | 0.00% | +1,119+172.4% | Added |
| Farther Finance Advisors, LLC | 1,845 | $62.1K | 0.00% | −309−14.3% | Reduced |
| Chilton Capital Management LLC | 1,932 | $64.7K | 0.00% | −303−13.6% | Reduced |
| Global X Japan Co., Ltd. | 1,965 | $65.8K | 0.00% | +657+50.2% | Added |
| Versant Capital Management, Inc | 1,986 | $66.5K | 0.01% | +1,171+143.7% | Added |
