| Raffa Wealth Management, LLC | 1 | $74 | 0.00% | +1 | New |
| Cassaday & Co Wealth Management LLC | 1 | $74 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $74 | 0.00% | +1 | New |
| NBC Securities, Inc. | 2 | $147 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 2 | $148 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 2 | $148 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $148 | 0.00% | +2 | New |
| Toth Financial Advisory Corp | 3 | $222 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $222 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $222 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $227 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $296 | 0.00% | +1+33.3% | Added |
| Davis Capital Management | 4 | $296 | 0.00% | +4 | New |
| Washington Trust Advisors, Inc. | 5 | $349 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $370 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 5 | $370 | 0.00% | +1+25.0% | Added |
| Bogart Wealth, LLC | 6 | $444 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 7 | $518 | 0.00% | +3+75.0% | Added |
| Montag A & Associates Inc | 8 | $560 | 0.00% | +8 | New |
| Quaker Wealth Management, LLC | 8 | $592 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 9 | $631 | 0.00% | −39−81.3% | Reduced |
| South State Corp. | 9 | $666 | 0.00% | −49−84.5% | Reduced |
| AdvisorNet Financial, Inc | 10 | $739 | 0.00% | +1+11.1% | Added |
| Bay Harbor Wealth Management, LLC | 10 | $739 | 0.00% | +4+66.7% | Added |
| Intentional Wealth Strategies, LLC | 10 | $739 | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 12 | $888 | 0.00% | +6+100.0% | Added |
| Stone House Investment Management, LLC | 13 | $961 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 13 | $961 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 15 | $1.11K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $1.11K | 0.00% | +3+25.0% | Added |
| Nemes Rush Group LLC | 16 | $1.18K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 16 | $1.18K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 16 | $1.18K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $1.26K | 0.00% | +1+6.3% | Added |
| Vermillion Wealth Management, Inc. | 17 | $1.26K | 0.00% | +17 | New |
| True Wealth Design, LLC | 18 | $1.33K | 0.00% | +2+12.5% | Added |
| Brown, Lisle/Cummings, Inc. | 18 | $1.33K | 0.00% | +18 | New |
| First Pacific Financial | 19 | $1.41K | 0.00% | +19 | New |
| Rothschild Investment LLC | 20 | $1.45K | 0.00% | −3−13.0% | Reduced |
| Aventura Private Wealth, LLC | 21 | $1.55K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 23 | $1.70K | 0.00% | −14−37.8% | Reduced |
| Torren Management, LLC | 23 | $1.72K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 25 | $1.91K | 0.00% | +21+525.0% | Added |
| RMG Wealth Management LLC | 30 | $2.00K | 0.00% | +30 | New |
| Fortitude Family Office, LLC | 28 | $2.07K | 0.00% | +9+47.4% | Added |
| Cromwell Holdings LLC | 32 | $2.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $2.74K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $2.91K | 0.00% | +15+60.0% | Added |
| Elevated Capital Advisors, LLC | 40 | $2.96K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 43 | $3.18K | 0.00% | +17+65.4% | Added |
| Private Wealth Management Group, LLC | 44 | $3.25K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 66 | $4.88K | 0.00% | −72−52.2% | Reduced |
| Bare Financial Services, Inc | 74 | $5.47K | 0.00% | +58+362.5% | Added |
| Chilton Capital Management LLC | 83 | $6.14K | 0.00% | +83 | New |
| Pinnacle Wealth Planning Services, Inc. | 92 | $6.80K | 0.00% | −6−6.1% | Reduced |
| CVA Family Office, LLC | 97 | $7.17K | 0.00% | +87+870.0% | Added |
| JFS Wealth Advisors, LLC | 99 | $7.32K | 0.00% | −11−10.0% | Reduced |
| Larson Financial Group LLC | 100 | $7.39K | 0.00% | +62+163.2% | Added |
| Creative Financial Designs Inc | 102 | $7.54K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 104 | $7.66K | 0.00% | +57+121.3% | Added |
| International Assets Investment Management, LLC | 109 | $8.02K | 0.00% | +17+18.5% | Added |
| Golden State Equity Partners | 121 | $8.94K | 0.00% | +121 | New |
| Huntington National Bank | 128 | $9.46K | 0.00% | −78−37.9% | Reduced |
| Meeder Asset Management Inc | 129 | $9.54K | 0.00% | +129 | New |
| Dogwood Wealth Management LLC | 134 | $9.90K | 0.00% | −37−21.6% | Reduced |
| Key Financial Inc | 135 | $9.98K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 141 | $10.0K | 0.01% | −59−29.5% | Reduced |
| JPL Wealth Management, LLC | 147 | $10.9K | 0.00% | +147 | New |
| Harvest Fund Management Co., Ltd | 153 | $11.0K | 0.00% | −2,635−94.5% | Reduced |
| CX Institutional | 143 | $11.0K | 0.00% | +143 | New |
| Mather Group, LLC. | 154 | $11.4K | 0.00% | +154 | New |
| Farmers & Merchants Investments Inc | 171 | $12.6K | 0.00% | −2−1.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 173 | $12.8K | 0.00% | +173 | New |
| Zions Bancorporation, National Association | 177 | $13.1K | 0.00% | +8+4.7% | Added |
| Root Financial Partners, LLC | 184 | $13.6K | 0.00% | −28−13.2% | Reduced |
| Owl Creek Wealth Partners LLC | 185 | $13.7K | 0.00% | +185 | New |
| Salomon & Ludwin, LLC | 205 | $14.9K | 0.00% | +155+310.0% | Added |
| TD Private Client Wealth LLC | 212 | $15.7K | 0.00% | −87−29.1% | Reduced |
| Signature Equity Partners, LLC | 229 | $16.9K | 0.01% | −6−2.6% | Reduced |
| Clearstead Advisors, LLC | 238 | $17.6K | 0.00% | −914−79.3% | Reduced |
| MAI Capital Management | 265 | $19.6K | 0.00% | +216+440.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 312 | $23.1K | 0.00% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 314 | $23.2K | 0.01% | +314 | New |
| Clark Wealth Partners | 341 | $25.2K | 0.02% | 00.0% | Unchanged |
| First Horizon Corp | 355 | $26.2K | 0.00% | −109−23.5% | Reduced |
| Basecamp Wealth Advisors LLC | 378 | $27.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 390 | $28.8K | 0.00% | −182−31.8% | Reduced |
| Quarry LP | 418 | $30.9K | 0.01% | −513−55.1% | Reduced |
| Assetmark, Inc | 422 | $31.2K | 0.00% | −90−17.6% | Reduced |
| FIL Ltd | 436 | $32.2K | 0.00% | −7−1.6% | Reduced |
| CoreCap Advisors, LLC | 438 | $32.4K | 0.00% | +52+13.5% | Added |
| Geneos Wealth Management Inc. | 440 | $32.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 456 | $33.7K | 0.00% | −11−2.4% | Reduced |
| Hilton Head Capital Partners, LLC | 472 | $34.9K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 482 | $35.6K | 0.01% | +482 | New |
| Danske Bank A/S | 500 | $37.0K | 0.00% | −3,000−85.7% | Reduced |
| Private Trust Co NA | 514 | $38.0K | 0.00% | −21−3.9% | Reduced |
| Nomura Asset Management Co Ltd | 530 | $39.2K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 536 | $39.6K | 0.00% | 00.0% | Unchanged |
