| Raleigh Capital Management Inc. | 0 | $21 | 0.00% | 0 | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $289 | 0.00% | −20−95.2% | Reduced |
| South State Corp. | 1 | $289 | 0.00% | −2−66.7% | Reduced |
| DecisionPoint Financial, LLC | 1 | $289 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $289 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $289 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $316 | 0.00% | +1 | New |
| TFC Financial Management | 2 | $578 | 0.00% | −1−33.3% | Reduced |
| Seneschal Advisors, LLC | 2 | $578 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $578 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 2 | $578 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $578 | 0.00% | +2 | New |
| Networth Advisors, LLC | 2 | $578 | 0.00% | +2 | New |
| Golden State Wealth Management, LLC | 2 | $580 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 2 | $624 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $867 | 0.00% | −2−40.0% | Reduced |
| 1015 Capital Partners, LLC | 3 | $867 | 0.00% | +3 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 4 | $1.16K | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $1.16K | 0.00% | +1+33.3% | Added |
| Measured Wealth Private Client Group, LLC | 5 | $1.44K | 0.00% | −56−91.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.44K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 5 | $1.44K | 0.00% | +5 | New |
| Sachetta, LLC | 5 | $1.45K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $1.45K | 0.00% | +5 | New |
| Webster Bank, N. A. | 6 | $1.73K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $1.78K | 0.00% | −1−14.3% | Reduced |
| Capital Advisors, Ltd. LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 7 | $2.02K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 7 | $2.02K | 0.00% | +7 | New |
| MV Capital Management, Inc. | 8 | $2.31K | 0.00% | −2−20.0% | Reduced |
| Cromwell Holdings LLC | 8 | $2.31K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8 | $2.31K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 8 | $2.31K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 8 | $2.31K | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 9 | $2.60K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $2.60K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 9 | $2.60K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $2.89K | 0.00% | +5+100.0% | Added |
| Rialto Wealth Management, LLC | 10 | $2.89K | 0.00% | +1+11.1% | Added |
| Manchester Capital Management LLC | 10 | $2.89K | 0.00% | +2+25.0% | Added |
| Valued Wealth Advisors LLC | 10 | $2.93K | 0.00% | −6−37.5% | Reduced |
| Bogart Wealth, LLC | 10 | $2.93K | 0.00% | +2+25.0% | Added |
| Caitlin John, LLC | 11 | $3.07K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 11 | $3.18K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 11 | $3.25K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 10 | $3.27K | 0.03% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 12 | $3.47K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $3.47K | 0.00% | −2−14.3% | Reduced |
| SJS Investment Consulting Inc. | 12 | $3.47K | 0.00% | +5+71.4% | Added |
| Retirement Wealth Solutions LLC | 13 | $3.76K | 0.00% | +3+30.0% | Added |
| Phillip James Consulting Co. | 13 | $4.00K | 0.07% | +13 | New |
| Triumph Capital Management | 14 | $4.04K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $4.62K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 17 | $4.84K | 0.00% | +17 | New |
| Cornerstone Planning Group LLC | 15 | $4.90K | 0.00% | −669−97.8% | Reduced |
| Whittier Trust Co | 17 | $5.10K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $5.20K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 18 | $5.20K | 0.00% | +18 | New |
| CBIZ Investment Advisory Services, LLC | 19 | $5.49K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 20 | $5.78K | 0.00% | −34−63.0% | Reduced |
| Fortitude Family Office, LLC | 20 | $5.78K | 0.00% | +1+5.3% | Added |
| Rossby Financial, LCC | 20 | $5.78K | 0.00% | +11+122.2% | Added |
| Avion Wealth | 21 | $6.00K | 0.00% | +9+75.0% | Added |
| CVA Family Office, LLC | 23 | $6.64K | 0.00% | −9−28.1% | Reduced |
| Huntington National Bank | 23 | $6.64K | 0.00% | −8−25.8% | Reduced |
| Legacy Wealth Managment, LLC | 23 | $6.64K | 0.00% | +16+228.6% | Added |
| Rothschild Investment LLC | 23 | $6.74K | 0.00% | −2−8.0% | Reduced |
| High Note Wealth, LLC | 24 | $6.93K | 0.00% | −5−17.2% | Reduced |
| Zions Bancorporation, National Association | 25 | $7.22K | 0.00% | +18+257.1% | Added |
| Basecamp Wealth Advisors LLC | 25 | $7.22K | 0.00% | +25 | New |
| Atlantic Union Bankshares Corp | 27 | $7.80K | 0.00% | −5−15.6% | Reduced |
| Flagship Harbor Advisors, LLC | 27 | $7.80K | 0.00% | +27 | New |
| Copia Wealth Management | 29 | $8.45K | 0.01% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 30 | $8.67K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 31 | $8.96K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 36 | $10.4K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 37 | $10.7K | 0.00% | +37 | New |
| Private Wealth Asset Management, LLC | 38 | $11.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 38 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 44 | $12.7K | 0.01% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 48 | $13.1K | 0.00% | +48 | New |
| Farmers & Merchants Investments Inc | 47 | $13.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 47 | $13.6K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 49 | $14.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 50 | $14.4K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 50 | $14.4K | 0.00% | 00.0% | Unchanged |
| Reflection Asset Management | 50 | $14.4K | 0.01% | +50 | New |
| Roxbury Financial LLC | 50 | $14.5K | 0.01% | −10−16.7% | Reduced |
| Harbour Investments, Inc. | 54 | $15.6K | 0.00% | +12+28.6% | Added |
| Bell Investment Advisors, Inc | 58 | $16.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 59 | $17.0K | 0.01% | +42+247.1% | Added |
| Modus Advisors, LLC | 65 | $18.8K | 0.00% | +65 | New |
| Centerpoint Advisors, LLC | 69 | $20.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 70 | $20.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 76 | $22.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 79 | $22.8K | 0.00% | +16+25.4% | Added |
| Ogorek Anthony Joseph | 80 | $23.0K | 0.01% | −11−12.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 80 | $23.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 82 | $23.7K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 98 | $28.3K | 0.01% | +98 | New |