| Raleigh Capital Management Inc. | 0 | $36 | 0.00% | 0 | Unchanged |
| Davis Capital Management | 1 | $182 | 0.00% | −1−50.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $182 | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 1 | $182 | 0.00% | +1 | New |
| First Pacific Financial | 1 | $183 | 0.00% | +1 | New |
| Atlantic Private Wealth, LLC | 2 | $365 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2 | $365 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 2 | $365 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $547 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $547 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 3 | $547 | 0.00% | +3 | New |
| TopTier Wealth Management, LLC | 3 | $547 | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 4 | $729 | 0.00% | −411−99.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $729 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $729 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4 | $729 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $729 | 0.00% | +1+33.3% | Added |
| Quaker Wealth Management, LLC | 5 | $912 | 0.00% | −12−70.6% | Reduced |
| TFC Financial Management | 5 | $912 | 0.00% | −2−28.6% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $912 | 0.00% | +1+25.0% | Added |
| American Capital Advisory, LLC | 5 | $912 | 0.00% | +2+66.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $1.09K | 0.00% | +2+50.0% | Added |
| First Horizon Corp | 6 | $1.09K | 0.00% | +6 | New |
| Synergy Investment Management, LLC | 6 | $1.09K | 0.00% | +6 | New |
| International Assets Investment Management, LLC | 7 | $1.26K | 0.00% | −2−22.2% | Reduced |
| 1015 Capital Partners, LLC | 7 | $1.28K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.28K | 0.00% | +1+16.7% | Added |
| South State Corp. | 8 | $1.46K | 0.00% | −7−46.7% | Reduced |
| Hilton Head Capital Partners, LLC | 8 | $1.46K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 8 | $1.46K | 0.00% | +8 | New |
| SHP Wealth Management | 10 | $1.82K | 0.00% | +9+900.0% | Added |
| CGC Financial Services, LLC | 10 | $1.82K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 10 | $1.82K | 0.00% | +10 | New |
| Washington Trust Advisors, Inc. | 10 | $1.82K | 0.00% | +10 | New |
| Kilter Group LLC | 10 | $1.82K | 0.00% | −1−9.1% | Reduced |
| Pacific Center for Financial Services | 10 | $1.88K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 12 | $2.19K | 0.00% | +12 | New |
| Financial Life Planners | 13 | $2.39K | 0.00% | +13 | New |
| IMA Wealth, Inc. | 15 | $2.73K | 0.00% | −1−6.3% | Reduced |
| Cornerstone Financial Management LLC | 15 | $2.73K | 0.00% | +3+25.0% | Added |
| Maseco LLP | 15 | $2.75K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 16 | $2.92K | 0.00% | −6−27.3% | Reduced |
| Raffa Wealth Management, LLC | 17 | $3.10K | 0.00% | +2+13.3% | Added |
| Retirement Wealth Solutions LLC | 17 | $3.10K | 0.00% | +8+88.9% | Added |
| Heritage Wealth Advisors | 17 | $3.10K | 0.00% | +17 | New |
| Bay Harbor Wealth Management, LLC | 19 | $3.46K | 0.00% | +4+26.7% | Added |
| Ares Financial Consulting, LLC | 20 | $3.61K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $3.65K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 20 | $3.65K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 20 | $3.65K | 0.00% | +8+66.7% | Added |
| MV Capital Management, Inc. | 21 | $3.83K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 21 | $3.83K | 0.00% | +4+23.5% | Added |
| Altshuler Shaham Ltd | 22 | $4.01K | 0.00% | −1−4.3% | Reduced |
| Operose Advisors LLC | 22 | $4.01K | 0.00% | +2+10.0% | Added |
| Webster Bank, N. A. | 28 | $5.11K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 28 | $5.11K | 0.00% | +28 | New |
| Stone House Investment Management, LLC | 29 | $5.29K | 0.00% | +29 | New |
| Hilltop National Bank | 30 | $5.47K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 30 | $5.47K | 0.00% | +30 | New |
| JDM Financial Group LLC | 31 | $5.65K | 0.00% | +31 | New |
| Avion Wealth | 33 | $6.00K | 0.00% | +4+13.8% | Added |
| Signature Equity Partners, LLC | 33 | $6.04K | 0.00% | −12−26.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 34 | $6.20K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 34 | $6.20K | 0.00% | +34 | New |
| Darwin Advisors, LLC | 36 | $6.56K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 37 | $6.75K | 0.00% | +7+23.3% | Added |
| Dunhill Financial, LLC | 38 | $6.94K | 0.00% | +7+22.6% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 42 | $7.66K | 0.00% | +42 | New |
| Valued Wealth Advisors LLC | 43 | $7.78K | 0.00% | −14−24.6% | Reduced |
| Addison Advisors LLC | 45 | $8.21K | 0.00% | +3+7.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 46 | $8.39K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 47 | $8.57K | 0.00% | −3−6.0% | Reduced |
| First Command Advisory Services, Inc. | 48 | $8.75K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 49 | $8.93K | 0.00% | +49 | New |
| Owl Creek Wealth Partners LLC | 49 | $8.94K | 0.00% | +49 | New |
| Sachetta, LLC | 51 | $9.30K | 0.01% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 52 | $9.48K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 54 | $9.85K | 0.00% | +54 | New |
| Prosperity Bancshares Inc | 55 | $10.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 57 | $10.4K | 0.01% | +1+1.8% | Added |
| Cedar Mountain Advisors, LLC | 58 | $10.6K | 0.00% | +58 | New |
| Park Square Financial Group, LLC | 60 | $10.9K | 0.08% | +60 | New |
| Covestor Ltd | 58 | $11.0K | 0.01% | −71−55.0% | Reduced |
| Cornerstone Planning Group LLC | 62 | $11.0K | 0.00% | +27+77.1% | Added |
| Key Financial Inc | 62 | $11.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 64 | $11.7K | 0.00% | +4+6.7% | Added |
| Rothschild Investment LLC | 67 | $12.3K | 0.00% | +27+67.5% | Added |
| Legacy Wealth Managment, LLC | 70 | $12.8K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 70 | $12.8K | 0.01% | −284−80.2% | Reduced |
| TD Private Client Wealth LLC | 71 | $12.9K | 0.00% | +12+20.3% | Added |
| Abound Wealth Management | 72 | $13.1K | 0.00% | +5+7.5% | Added |
| Accordant Advisory Group Inc | 73 | $13.3K | 0.01% | +73 | New |
| Steigerwald, Gordon & Koch Inc. | 74 | $13.5K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 74 | $13.5K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 74 | $13.5K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $13.7K | 0.00% | −2−2.6% | Reduced |
| CoreCap Advisors, LLC | 75 | $13.7K | 0.00% | −2−2.6% | Reduced |
| Scarborough Advisors, LLC | 76 | $13.9K | 0.00% | +76 | New |