| Raffa Wealth Management, LLC | 1 | $91 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $91 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $108 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $181 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $182 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $272 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $272 | 0.00% | +3 | New |
| Spire Wealth Management | 6 | $543 | 0.00% | +6 | New |
| Wall Street Financial Group, Inc. | 6 | $543 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $634 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $822 | 0.00% | +3+50.0% | Added |
| Torren Management, LLC | 10 | $864 | 0.00% | −122−92.4% | Reduced |
| Signature Equity Partners, LLC | 11 | $996 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 12 | $1.09K | 0.00% | +8+200.0% | Added |
| Zions Bancorporation, National Association | 12 | $1.09K | 0.00% | +12 | New |
| Twin Peaks Wealth Advisors, LLC | 14 | $1.27K | 0.00% | +14 | New |
| Sunbelt Securities, Inc. | 15 | $1.36K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 15 | $1.36K | 0.00% | −216−93.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 16 | $1.45K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 16 | $1.45K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 17 | $1.54K | 0.00% | −14,806−99.9% | Reduced |
| WPG Advisers, LLC | 25 | $2.26K | 0.00% | −4−13.8% | Reduced |
| JFS Wealth Advisors, LLC | 25 | $2.27K | 0.00% | −16−39.0% | Reduced |
| Manchester Capital Management LLC | 26 | $2.35K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 28 | $2.54K | 0.00% | −5−15.2% | Reduced |
| JPL Wealth Management, LLC | 31 | $2.81K | 0.00% | +31 | New |
| Tradewinds Capital Management, LLC | 33 | $2.99K | 0.00% | +33 | New |
| Keating Financial Advisory Services, Inc. | 37 | $3.35K | 0.00% | +6+19.4% | Added |
| NBC Securities, Inc. | 40 | $3.62K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 42 | $3.80K | 0.00% | +42 | New |
| Bare Financial Services, Inc | 43 | $3.89K | 0.00% | +18+72.0% | Added |
| Fortitude Family Office, LLC | 45 | $4.07K | 0.00% | +19+73.1% | Added |
| NBT Bank N A | 46 | $4.17K | 0.00% | +46 | New |
| AdvisorNet Financial, Inc | 49 | $4.44K | 0.00% | +23+88.5% | Added |
| Farmers & Merchants Investments Inc | 50 | $4.53K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 51 | $4.62K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 56 | $5.07K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 57 | $5.16K | 0.00% | +57 | New |
| Bell Investment Advisors, Inc | 71 | $6.43K | 0.00% | +6+9.2% | Added |
| Brown Brothers Harriman & Co | 73 | $6.61K | 0.00% | +9+14.1% | Added |
| Creative Financial Designs Inc | 75 | $6.79K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 75 | $6.79K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 73 | $7.00K | 0.00% | −155−68.0% | Reduced |
| Insight Financial Services | 94 | $8.51K | 0.00% | +94 | New |
| Reyes Financial Architecture, Inc. | 100 | $9.05K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 102 | $9.24K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 104 | $9.42K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 116 | $10.7K | 0.00% | +116 | New |
| Arlington Trust Co LLC | 118 | $10.7K | 0.00% | +118 | New |
| Capital Advisors, Ltd. LLC | 118 | $11.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 128 | $11.6K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 131 | $11.9K | 0.00% | +48+57.8% | Added |
| Ares Financial Consulting, LLC | 136 | $12.4K | 0.01% | +136 | New |
| Atlantic Union Bankshares Corp | 150 | $13.6K | 0.00% | +150 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 159 | $14.4K | 0.01% | −83−34.3% | Reduced |
| Eastern Bank | 170 | $15.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 171 | $15.5K | 0.00% | +171 | New |
| PlanVest Financial, Inc | 188 | $17.0K | 0.01% | +188 | New |
| Massmutual Trust Co FSB | 190 | $17.2K | 0.00% | −100−34.5% | Reduced |
| Hollencrest Capital Management | 192 | $17.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 199 | $18.0K | 0.00% | +36+22.1% | Added |
| Triumph Capital Management | 200 | $18.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 207 | $18.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 217 | $19.6K | 0.00% | −6−2.7% | Reduced |
| LRI Investments, LLC | 243 | $22.0K | 0.00% | +20+9.0% | Added |
| Opal Wealth Advisors, LLC | 244 | $22.1K | 0.00% | +244 | New |
| Optiver Holding B.V. | 247 | $22.4K | 0.00% | −310−55.7% | Reduced |
| First Command Advisory Services, Inc. | 250 | $22.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 267 | $24.2K | 0.00% | +3+1.1% | Added |
| Abound Wealth Management | 281 | $25.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 289 | $26.2K | 0.00% | +123+74.1% | Added |
| Los Angeles Capital Management LLC | 291 | $26.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 300 | $27.3K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 305 | $27.6K | 0.00% | −6−1.9% | Reduced |
| Community Bank, N.A. | 307 | $27.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 313 | $28.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 356 | $32.2K | 0.00% | +356 | New |
| Harbor Capital Advisors, Inc. | 390 | $35.0K | 0.00% | +18+4.8% | Added |
| Golden State Wealth Management, LLC | 394 | $35.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 400 | $36.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 406 | $36.8K | 0.00% | −211−34.2% | Reduced |
| Essential Partners LLC | 407 | $36.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 407 | $36.9K | 0.00% | +3+0.7% | Added |
| SHP Wealth Management | 428 | $38.8K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 439 | $39.7K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 469 | $42.5K | 0.01% | +288+159.1% | Added |
| Cassaday & Co Wealth Management LLC | 470 | $42.6K | 0.00% | +470 | New |
| University of Texas/Texas Am Investment Managment Co | 471 | $42.6K | 0.01% | +471 | New |
| Steward Partners Investment Advisory, LLC | 486 | $44.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 499 | $45.4K | 0.00% | −21−4.0% | Reduced |
| Private Trust Co NA | 506 | $45.8K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 511 | $46.3K | 0.01% | +511 | New |
| Nomura Asset Management Co Ltd | 570 | $51.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 603 | $55.1K | 0.00% | +84+16.2% | Added |
| Larson Financial Group LLC | 653 | $59.1K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 700 | $63.4K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 788 | $71.3K | 0.03% | +788 | New |
| Horizon Investments, LLC | 823 | $74.5K | 0.00% | +823 | New |
| Northwestern Mutual Wealth Management Co | 911 | $82.5K | 0.00% | +454+99.3% | Added |
| SRS Capital Advisors, Inc. | 964 | $86.7K | 0.00% | −1,061−52.4% | Reduced |
