| Raleigh Capital Management Inc. | 0 | $9 | 0.00% | 0 | Unchanged |
| Hallmark Capital Management Inc | 0 | $65 | 0.00% | 0 | Unchanged |
| Toth Financial Advisory Corp | 1 | $136 | 0.00% | +1 | New |
| Union Bancaire Privee, UBP SA | 121,100 | $137 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1 | $197 | 0.00% | −319−99.7% | Reduced |
| Quaker Wealth Management, LLC | 2 | $271 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $271 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $284 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 3 | $406 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3 | $406 | 0.00% | +3 | New |
| USA Financial Portformulas Corp | 3 | $406 | 0.00% | +3 | New |
| 1015 Capital Partners, LLC | 4 | $541 | 0.00% | +4 | New |
| Nemes Rush Group LLC | 5 | $676 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $676 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $682 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $812 | 0.00% | +1+20.0% | Added |
| ZRC Wealth Management, LLC | 6 | $812 | 0.00% | +3+100.0% | Added |
| Beaird Harris Wealth Management, LLC | 7 | $947 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $947 | 0.00% | +5+250.0% | Added |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 9 | $1.22K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 9 | $1.22K | 0.00% | +5+125.0% | Added |
| Ares Financial Consulting, LLC | 9 | $1.22K | 0.00% | +9 | New |
| Financial Management Professionals, Inc. | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 10 | $1.36K | 0.00% | +10 | New |
| Stone House Investment Management, LLC | 11 | $1.49K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $1.49K | 0.00% | +3+37.5% | Added |
| Sunrise Financial Services, LLC | 11 | $1.49K | 0.00% | +11 | New |
| McGuire Capital Advisors Inc | 11 | $1.49K | 0.00% | +11 | New |
| Legacy Wealth Managment, LLC | 11 | $1.49K | 0.00% | +6+120.0% | Added |
| Kilter Group LLC | 11 | $1.49K | 0.00% | +11 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $1.59K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 12 | $1.62K | 0.00% | +12 | New |
| Aspect Partners, LLC | 13 | $1.76K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 13 | $1.76K | 0.00% | +1+8.3% | Added |
| Whipplewood Advisors, LLC | 14 | $1.89K | 0.00% | +14 | New |
| IAG Wealth Partners, LLC | 15 | $2.02K | 0.00% | −238−94.1% | Reduced |
| Gen-Wealth Partners Inc | 15 | $2.03K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 15 | $2.03K | 0.00% | −14−48.3% | Reduced |
| Cromwell Holdings LLC | 16 | $2.16K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 18 | $2.50K | 0.00% | +6+50.0% | Added |
| Signature Equity Partners, LLC | 19 | $2.57K | 0.00% | +19 | New |
| Sachetta, LLC | 19 | $2.57K | 0.00% | −100−84.0% | Reduced |
| Rialto Wealth Management, LLC | 19 | $2.57K | 0.00% | +1+5.6% | Added |
| Private Wealth Management Group, LLC | 20 | $2.71K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 19 | $2.75K | 0.00% | +19 | New |
| Addison Advisors LLC | 23 | $3.11K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $3.19K | 0.00% | +19+633.3% | Added |
| Bell Investment Advisors, Inc | 27 | $3.65K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $3.65K | 0.00% | +15+125.0% | Added |
| First Horizon Corp | 27 | $3.65K | 0.00% | +24+800.0% | Added |
| Gables Capital Management Inc. | 29 | $3.92K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 30 | $4.06K | 0.00% | +30 | New |
| Pinnacle Wealth Planning Services, Inc. | 32 | $4.33K | 0.00% | +32 | New |
| Cape Investment Advisory, Inc. | 34 | $4.60K | 0.00% | +34 | New |
| Crews Bank & Trust | 35 | $4.73K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 43 | $5.00K | 0.00% | +8+22.9% | Added |
| Flagship Harbor Advisors, LLC | 38 | $5.14K | 0.00% | −1,936−98.1% | Reduced |
| Bruce G. Allen Investments, LLC | 38 | $5.14K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 38 | $5.21K | 0.00% | −11−22.4% | Reduced |
| Atlantic Trust, LLC | 39 | $5.27K | 0.00% | +39 | New |
| Winnow Wealth LLC | 39 | $5.30K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 40 | $5.41K | 0.00% | +40 | New |
| Retirement Wealth Solutions LLC | 41 | $5.54K | 0.00% | +8+24.2% | Added |
| Red Tortoise LLC | 43 | $5.81K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 43 | $5.81K | 0.00% | +43 | New |
| Anchor Investment Management, LLC | 45 | $6.11K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 46 | $6.22K | 0.00% | +46 | New |
| GHP Investment Advisors, Inc. | 48 | $6.49K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 48 | $6.49K | 0.00% | +48 | New |
| Mark Sheptoff Financial Planning, LLC | 50 | $6.76K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 50 | $6.76K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 53 | $7.17K | 0.00% | −165−75.7% | Reduced |
| LGT Financial Advisors LLC | 54 | $7.37K | 0.05% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 56 | $7.57K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 63 | $8.52K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 65 | $8.79K | 0.00% | −17,367−99.6% | Reduced |
| International Assets Investment Management, LLC | 65 | $8.81K | 0.00% | +65 | New |
| Prestige Wealth Management Group LLC | 66 | $8.93K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 70 | $9.46K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 70 | $9.51K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 76 | $10.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 75 | $10.1K | 0.00% | −58−43.6% | Reduced |
| HHM Wealth Advisors, LLC | 75 | $10.1K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 75 | $10.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 75 | $10.1K | 0.00% | +3+4.2% | Added |
| Farmers & Merchants Investments Inc | 88 | $11.9K | 0.00% | −63−41.7% | Reduced |
| McIlrath & Eck, LLC | 90 | $12.2K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 93 | $12.6K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 99 | $13.4K | 0.00% | +9+10.0% | Added |
| Pinnacle Bancorp, Inc. | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 109 | $14.7K | 0.01% | −640−85.4% | Reduced |