| HFM Investment Advisors, LLC | 1 | $13 | 0.00% | −3−75.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $13 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $13 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $25 | 0.00% | +1+100.0% | Added |
| Hughes Financial Services, LLC | 2 | $26 | 0.00% | +2 | New |
| Portus Wealth Advisors, LLC | 2 | $26 | 0.00% | +2 | New |
| West Financial Advisors, LLC | 3 | $39 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $39 | 0.00% | +3 | New |
| Bernard Wealth Management Corp. | 4 | $52 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 6 | $78 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $102 | 0.00% | −1−12.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 8 | $103 | 0.00% | +8 | New |
| Creative Financial Designs Inc | 10 | $129 | 0.00% | +10 | New |
| Pinnacle Wealth Planning Services, Inc. | 13 | $167 | 0.00% | +1+8.3% | Added |
| Montag A & Associates Inc | 14 | $181 | 0.00% | −290−95.4% | Reduced |
| JFS Wealth Advisors, LLC | 15 | $194 | 0.00% | −7−31.8% | Reduced |
| TopTier Wealth Management, LLC | 16 | $206 | 0.00% | +16 | New |
| Evolution Wealth Management Inc. | 20 | $258 | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 25 | $322 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 25 | $322 | 0.00% | +25 | New |
| Owl Creek Wealth Partners LLC | 25 | $322 | 0.00% | +25 | New |
| Ronald Blue Trust, Inc. | 32 | $412 | 0.00% | −57−64.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 34 | $438 | 0.00% | +34 | New |
| Ares Financial Consulting, LLC | 33 | $439 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 36 | $464 | 0.00% | +2+5.9% | Added |
| American Capital Advisory, LLC | 36 | $464 | 0.00% | +36 | New |
| Bogart Wealth, LLC | 38 | $489 | 0.00% | −26−40.6% | Reduced |
| Cornerstone Planning Group LLC | 32 | $508 | 0.00% | +28+700.0% | Added |
| Cromwell Holdings LLC | 49 | $631 | 0.00% | +19+63.3% | Added |
| Investors Portfolio Services LLC | 52 | $740 | 0.00% | +22+73.3% | Added |
| Tradewinds Capital Management, LLC | 65 | $838 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 67 | $863 | 0.00% | +65+3,250.0% | Added |
| Cheviot Value Management, LLC | 68 | $876 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 72 | $927 | 0.00% | −1,195−94.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 76 | $978 | 0.00% | +54+245.5% | Added |
| Nisa Investment Advisors, LLC | 78 | $1.00K | 0.00% | +78 | New |
| Kilter Group LLC | 99 | $1.28K | 0.00% | +99 | New |
| Insight Financial Services | 100 | $1.29K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 102 | $1.31K | 0.00% | +102 | New |
| Bank of Jackson Hole Trust | 105 | $1.35K | 0.00% | −211−66.8% | Reduced |
| Fortitude Family Office, LLC | 107 | $1.38K | 0.00% | +42+64.6% | Added |
| SHP Wealth Management | 110 | $1.42K | 0.00% | +110 | New |
| Elequin Capital LP | 123 | $1.58K | 0.00% | +123 | New |
| JPL Wealth Management, LLC | 132 | $1.70K | 0.00% | +132 | New |
| Bear Mountain Capital, Inc. | 130 | $1.86K | 0.00% | +11+9.2% | Added |
| Principia Wealth Advisory, LLC | 157 | $2.02K | 0.00% | +99+170.7% | Added |
| CVA Family Office, LLC | 157 | $2.02K | 0.00% | +157 | New |
| Rossby Financial, LCC | 158 | $2.10K | 0.00% | +128+426.7% | Added |
| Massmutual Trust Co FSB | 172 | $2.21K | 0.00% | +142+473.3% | Added |
| Ankerstar Wealth, LLC | 200 | $2.58K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 200 | $2.58K | 0.00% | +155+344.4% | Added |
| Salem Investment Counselors Inc | 200 | $2.58K | 0.00% | +200 | New |
| Smartleaf Asset Management LLC | 210 | $2.65K | 0.00% | −342−62.0% | Reduced |
| International Assets Investment Management, LLC | 200 | $2.66K | 0.00% | +100+100.0% | Added |
| TD Private Client Wealth LLC | 208 | $2.68K | 0.00% | +146+235.5% | Added |
| Parkside Financial Bank & Trust | 209 | $2.69K | 0.00% | −113−35.1% | Reduced |
| NBC Securities, Inc. | 231 | $2.98K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 300 | $3.86K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 300 | $3.86K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 250 | $3.96K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 310 | $3.99K | 0.00% | +219+240.7% | Added |
| Assetmark, Inc | 317 | $4.08K | 0.00% | −1,589−83.4% | Reduced |
| 1 North Wealth Services LLC | 375 | $4.83K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 390 | $5.02K | 0.00% | +321+465.2% | Added |
| McIlrath & Eck, LLC | 400 | $5.15K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 406 | $5.23K | 0.00% | +265+187.9% | Added |
| Huntington National Bank | 416 | $5.36K | 0.00% | −11−2.6% | Reduced |
| Wilkerson Advisory Group LLC | 444 | $5.72K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 464 | $5.98K | 0.00% | +47+11.3% | Added |
| Bell Investment Advisors, Inc | 483 | $6.22K | 0.00% | −109−18.4% | Reduced |
| Atlantic Trust, LLC | 494 | $6.36K | 0.00% | +494 | New |
| Danske Bank A/S | 500 | $6.44K | 0.00% | −1,000−66.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 500 | $6.44K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 510 | $6.57K | 0.00% | −679−57.1% | Reduced |
| Hantz Financial Services, Inc. | 551 | $7.00K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 575 | $7.41K | 0.01% | +575 | New |
| Quadrant Capital Group LLC | 672 | $8.66K | 0.00% | +581+638.5% | Added |
| Geneos Wealth Management Inc. | 725 | $9.34K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 883 | $11.4K | 0.00% | +882+88,200.0% | Added |
| Avion Wealth | 1,077 | $13.0K | 0.00% | +1,013+1,582.8% | Added |
| Atlantic Union Bankshares Corp | 1,103 | $14.2K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,129 | $14.5K | 0.00% | +1,079+2,158.0% | Added |
| Los Angeles Capital Management LLC | 1,285 | $16.6K | 0.00% | −232,015−99.4% | Reduced |
| N.E.W. Advisory Services LLC | 1,355 | $17.5K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,420 | $18.3K | 0.00% | +1,251+740.2% | Added |
| EFG International AG | 1,500 | $19.3K | 0.00% | −1,260−45.7% | Reduced |
| Wealth Preservation Advisors, LLC | 1,529 | $19.7K | 0.02% | +1,529 | New |
| Hilton Head Capital Partners, LLC | 1,574 | $20.3K | 0.01% | +1,574 | New |
| Quent Capital, LLC | 1,660 | $21.4K | 0.00% | +375+29.2% | Added |
| SJS Investment Consulting Inc. | 1,665 | $21.4K | 0.00% | +1,662+55,400.0% | Added |
| Vega Investment Solutions | 1,822 | $23.5K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,273 | $29.3K | 0.01% | −1,687−42.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,400 | $30.9K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2,500 | $32.2K | 0.02% | −300−10.7% | Reduced |
| GAMMA Investing LLC | 2,842 | $36.6K | 0.00% | +2,426+583.2% | Added |
| Signaturefd, LLC | 2,855 | $36.8K | 0.00% | +1,934+210.0% | Added |
| Credit Industriel Et Commercial | 3,000 | $38.6K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 3,007 | $38.7K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,072 | $39.6K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,306 | $41.9K | 0.01% | +2,306 | New |
