| Ogorek Anthony Joseph | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1 | $258 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $258 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 2 | $470 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2 | $516 | 0.00% | −3−60.0% | Reduced |
| Core Alternative Capital | 2 | $516 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $516 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $516 | 0.00% | +2 | New |
| Sound Income Strategies, LLC | 2 | $516 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $516 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $769 | 0.00% | +3 | New |
| Total Investment Management Inc | 3 | $774 | 0.00% | +3 | New |
| Kestra Investment Management, LLC | 3 | $774 | 0.00% | +3 | New |
| CBIZ Investment Advisory Services, LLC | 4 | $1.03K | 0.00% | +2+100.0% | Added |
| HFM Investment Advisors, LLC | 4 | $1.03K | 0.00% | +3+300.0% | Added |
| LGT Financial Advisors LLC | 4 | $1.03K | 0.00% | +4 | New |
| Dogwood Wealth Management LLC | 5 | $1.28K | 0.00% | −4−44.4% | Reduced |
| NVWM, LLC | 5 | $1.29K | 0.00% | −1−16.7% | Reduced |
| Asset Dedication, LLC | 5 | $1.29K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $1.29K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $1.29K | 0.00% | +3+150.0% | Added |
| Stephens Consulting, LLC | 5 | $1.29K | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $1.29K | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 6 | $1.55K | 0.00% | −16−72.7% | Reduced |
| SJS Investment Consulting Inc. | 6 | $1.55K | 0.00% | −3−33.3% | Reduced |
| WestEnd Advisors, LLC | 6 | $1.55K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.55K | 0.00% | +1+20.0% | Added |
| Bogart Wealth, LLC | 6 | $1.55K | 0.00% | +4+200.0% | Added |
| Tortoise Investment Management, LLC | 6 | $1.55K | 0.00% | +6 | New |
| Bank of Jackson Hole Trust | 6 | $1.55K | 0.00% | +6 | New |
| Whittier Trust Co of Nevada Inc | 7 | $1.81K | 0.00% | −1−12.5% | Reduced |
| Trifecta Capital Advisors, LLC | 7 | $1.81K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 7 | $1.81K | 0.00% | +5+250.0% | Added |
| Toth Financial Advisory Corp | 7 | $1.81K | 0.00% | +7 | New |
| Signature Resources Capital Management, LLC | 7 | $1.81K | 0.00% | +7 | New |
| Longfellow Investment Management Co LLC | 8 | $2.06K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 8 | $2.06K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $2.32K | 0.00% | +3+50.0% | Added |
| Valued Wealth Advisors LLC | 10 | $2.58K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $2.58K | 0.00% | +2+25.0% | Added |
| Atlantic Trust, LLC | 11 | $2.84K | 0.00% | +11 | New |
| Dunhill Financial, LLC | 11 | $3.04K | 0.00% | −25−69.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $3.10K | 0.00% | −1−7.7% | Reduced |
| Whipplewood Advisors, LLC | 12 | $3.10K | 0.00% | −2−14.3% | Reduced |
| WealthTrak Capital Management LLC | 12 | $3.10K | 0.00% | +5+71.4% | Added |
| Rakuten Securities, Inc. | 12 | $3.10K | 0.00% | +9+300.0% | Added |
| Raffa Wealth Management, LLC | 14 | $3.61K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $3.61K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 15 | $3.84K | 0.00% | +10+200.0% | Added |
| Private Wealth Asset Management, LLC | 15 | $3.87K | 0.00% | −7−31.8% | Reduced |
| Essential Partners LLC | 15 | $3.87K | 0.00% | +15 | New |
| Hughes Financial Services, LLC | 14 | $3.93K | 0.00% | +4+40.0% | Added |
| Kilter Group LLC | 16 | $4.13K | 0.00% | +16 | New |
| Abound Wealth Management | 16 | $4.13K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 17 | $4.39K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17 | $4.39K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 18 | $4.64K | 0.00% | +1+5.9% | Added |
| First Pacific Financial | 20 | $5.16K | 0.00% | +2+11.1% | Added |
| Cary Street Partners Financial LLC | 20 | $5.16K | 0.00% | +5+33.3% | Added |
| Sierra Ocean, LLC | 20 | $5.17K | 0.00% | +8+66.7% | Added |
| Caldwell Trust Co | 22 | $5.68K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 22 | $5.68K | 0.00% | +3+15.8% | Added |
| Archer Investment Corp | 22 | $5.73K | 0.00% | −1,135−98.1% | Reduced |
| Inlight Wealth Management, LLC | 23 | $5.93K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 25 | $6.47K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 31 | $8.00K | 0.00% | +31 | New |
| City Holding Co | 32 | $8.26K | 0.00% | −51−61.4% | Reduced |
| DT Investment Partners, LLC | 32 | $8.26K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 32 | $8.26K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 29 | $8.27K | 0.00% | +7+31.8% | Added |
| Golden State Wealth Management, LLC | 33 | $8.51K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 34 | $8.77K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 35 | $9.03K | 0.00% | +2+6.1% | Added |
| Anfield Capital Management, LLC | 36 | $9.29K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 39 | $10.1K | 0.00% | +6+18.2% | Added |
| Activest Wealth Management | 39 | $10.1K | 0.00% | +34+680.0% | Added |
| Anchor Investment Management, LLC | 40 | $10.3K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 40 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 44 | $11.4K | 0.01% | −7−13.7% | Reduced |
| Armstrong Advisory Group, Inc | 45 | $11.6K | 0.00% | +45 | New |
| WealthCollab, LLC | 46 | $11.9K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 49 | $12.0K | 0.00% | +18+58.1% | Added |
| Maryland Capital Advisors Inc. | 47 | $12.1K | 0.00% | +47 | New |
| Beacon Capital Management, LLC | 47 | $12.2K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 50 | $12.9K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 50 | $12.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 50 | $12.9K | 0.00% | +6+13.6% | Added |
| True Wealth Design, LLC | 51 | $13.1K | 0.00% | +2+4.1% | Added |
| Raleigh Capital Management Inc. | 51 | $13.2K | 0.01% | +3+6.3% | Added |
| Financial Management Professionals, Inc. | 51 | $13.2K | 0.00% | +3+6.3% | Added |
| LRI Investments, LLC | 53 | $13.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 53 | $13.7K | 0.00% | +23+76.7% | Added |
| Key Financial Inc | 55 | $14.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 61 | $15.7K | 0.00% | −4−6.2% | Reduced |
| Westside Investment Management, Inc. | 66 | $16.9K | 0.00% | −153−69.9% | Reduced |
| South State Corp. | 67 | $17.3K | 0.00% | −17−20.2% | Reduced |
| Creative Financial Designs Inc | 72 | $18.6K | 0.00% | −24−25.0% | Reduced |
| Geneos Wealth Management Inc. | 73 | $18.8K | 0.00% | +13+21.7% | Added |
| Oakworth Capital, Inc. | 75 | $19.4K | 0.00% | 00.0% | Unchanged |