| Raleigh Capital Management Inc. | 0 | $16 | 0.00% | 0 | Unchanged |
| IMA Wealth, Inc. | 1 | $168 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $168 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $168 | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $168 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $169 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $251 | 0.00% | −1−33.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $335 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $335 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $335 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $336 | 0.00% | −1−33.3% | Reduced |
| Palisade Asset Management, LLC | 2 | $336 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 3 | $503 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $508 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $670 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4 | $670 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $671 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 4 | $672 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 5 | $838 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 6 | $1.01K | 0.00% | −64−91.4% | Reduced |
| Salem Investment Counselors Inc | 6 | $1.01K | 0.00% | +6 | New |
| Rakuten Securities, Inc. | 7 | $1.17K | 0.00% | −38−84.4% | Reduced |
| Principia Wealth Advisory, LLC | 7 | $1.17K | 0.00% | −2−22.2% | Reduced |
| HFM Investment Advisors, LLC | 7 | $1.17K | 0.00% | −1−12.5% | Reduced |
| Tortoise Investment Management, LLC | 7 | $1.17K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $1.17K | 0.00% | +2+40.0% | Added |
| N.E.W. Advisory Services LLC | 8 | $1.34K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 8 | $1.34K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 8 | $1.34K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 9 | $1.51K | 0.00% | +7+350.0% | Added |
| 1620 Investment Advisors, Inc. | 10 | $1.61K | 0.00% | +1+11.1% | Added |
| Transamerica Financial Advisors, Inc. | 10 | $1.68K | 0.00% | +10 | New |
| Oakworth Capital, Inc. | 11 | $1.84K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 12 | $2.01K | 0.00% | −125−91.2% | Reduced |
| Activest Wealth Management | 12 | $2.01K | 0.00% | +3+33.3% | Added |
| Texas Capital Bancshares Inc | 12 | $2.01K | 0.00% | +12 | New |
| TFC Financial Management | 13 | $2.18K | 0.00% | +12+1,200.0% | Added |
| UMA Financial Services, Inc. | 13 | $2.18K | 0.00% | +13 | New |
| Highline Wealth Partners LLC | 15 | $2.51K | 0.00% | +2+15.4% | Added |
| Bay Harbor Wealth Management, LLC | 15 | $2.51K | 0.00% | +3+25.0% | Added |
| Advanced Portfolio Management, LLC | 15 | $2.51K | 0.01% | +15 | New |
| Manchester Capital Management LLC | 16 | $2.68K | 0.00% | −1,676−99.1% | Reduced |
| South State Corp. | 16 | $2.68K | 0.00% | −32−66.7% | Reduced |
| Heritage Wealth Advisors | 16 | $2.68K | 0.00% | −3−15.8% | Reduced |
| SJS Investment Consulting Inc. | 16 | $2.68K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 17 | $2.85K | 0.00% | +17 | New |
| Penserra Capital Management LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 18 | $3.02K | 0.00% | +18 | New |
| Bryn Mawr Trust Co | 19 | $3.18K | 0.00% | −2,684−99.3% | Reduced |
| Financial Management Professionals, Inc. | 19 | $3.18K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $3.35K | 0.00% | +6+42.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 20 | $3.35K | 0.00% | +20 | New |
| Colonial Trust Co | 21 | $3.47K | 0.00% | +14+200.0% | Added |
| Sofos Investments, Inc. | 21 | $3.52K | 0.00% | +21 | New |
| Retirement Wealth Solutions LLC | 21 | $3.52K | 0.00% | +21 | New |
| Albion Financial Group | 22 | $3.69K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 22 | $3.69K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 73 | $3.69K | 0.00% | −53−42.1% | Reduced |
| Cloud Capital Management, LLC | 29 | $4.00K | 0.00% | +29 | New |
| Sound Income Strategies, LLC | 25 | $4.03K | 0.00% | −18−41.9% | Reduced |
| Nemes Rush Group LLC | 24 | $4.06K | 0.00% | −1,446−98.4% | Reduced |
| Creekmur Asset Management LLC | 24 | $4.08K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $4.19K | 0.00% | −9−26.5% | Reduced |
| First United Bank Trust | 25 | $4.19K | 0.00% | +25 | New |
| Clark Wealth Partners | 26 | $4.80K | 0.00% | +14+116.7% | Added |
| AdvisorNet Financial, Inc | 29 | $4.86K | 0.00% | −62−68.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 29 | $4.87K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 29 | $4.94K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 30 | $5.03K | 0.00% | −14−31.8% | Reduced |
| Heartwood Wealth Advisors LLC | 30 | $5.03K | 0.00% | +30 | New |
| WPG Advisers, LLC | 33 | $5.53K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 36 | $6.03K | 0.00% | +36 | New |
| PFS Partners, LLC | 36 | $6.03K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 37 | $6.20K | 0.00% | −25−40.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 37 | $6.20K | 0.00% | −13−26.0% | Reduced |
| Aspect Partners, LLC | 40 | $6.70K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 41 | $6.87K | 0.00% | −1−2.4% | Reduced |
| Dunhill Financial, LLC | 43 | $7.21K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 45 | $7.30K | 0.00% | +45 | New |
| Raffa Wealth Management, LLC | 46 | $7.71K | 0.00% | +10+27.8% | Added |
| Howard Hughes Medical Institute | 47 | $7.87K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 48 | $8.04K | 0.00% | +48 | New |
| ORG Partners LLC | 49 | $8.21K | 0.00% | +16+48.5% | Added |
| Byrne Asset Management LLC | 50 | $8.38K | 0.01% | 00.0% | Unchanged |
| City State Bank | 51 | $8.54K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 59 | $9.88K | 0.00% | +7+13.5% | Added |
| Cary Street Partners Financial LLC | 62 | $10.4K | 0.00% | −26−29.5% | Reduced |
| Fortitude Family Office, LLC | 65 | $10.9K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 67 | $11.2K | 0.00% | +67 | New |
| Halbert Hargrove Global Advisors, LLC | 67 | $11.2K | 0.00% | +67 | New |
| Foster Dykema Cabot & Partners, LLC | 74 | $12.4K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 80 | $13.4K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 87 | $14.6K | 0.00% | +87 | New |
| Valued Wealth Advisors LLC | 95 | $15.9K | 0.01% | +7+8.0% | Added |
| Simplex Trading, LLC | 103 | $17.0K | 0.00% | −10,274−99.0% | Reduced |
| CVA Family Office, LLC | 102 | $17.1K | 0.00% | +8+8.5% | Added |
| Glass Jacobson Investment Advisors llc | 103 | $17.3K | 0.01% | −1,522−93.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 105 | $17.6K | 0.00% | +103+5,150.0% | Added |
