| SBI Securities Co., Ltd. | 1 | $139 | 0.00% | −4−80.0% | Reduced |
| TFC Financial Management | 1 | $139 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $139 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $417 | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $417 | 0.00% | +3 | New |
| Intentional Wealth Strategies, LLC | 3 | $417 | 0.00% | +3 | New |
| IMA Wealth, Inc. | 4 | $555 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 4 | $556 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $556 | 0.00% | +4 | New |
| South State Corp. | 5 | $695 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $695 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $695 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $695 | 0.00% | +4+400.0% | Added |
| Prestige Wealth Management Group LLC | 5 | $695 | 0.00% | +5 | New |
| International Assets Investment Management, LLC | 6 | $840 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7 | $973 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 7 | $973 | 0.00% | +2+40.0% | Added |
| Bruce G. Allen Investments, LLC | 8 | $1.11K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 8 | $1.11K | 0.00% | +8 | New |
| Atlas Capital Advisors LLC | 10 | $1.39K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $1.39K | 0.00% | +3+42.9% | Added |
| Cromwell Holdings LLC | 10 | $1.39K | 0.00% | +4+66.7% | Added |
| NBT Bank N A | 10 | $1.39K | 0.00% | +10 | New |
| Investors Research Corp | 10 | $1.39K | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 11 | $1.53K | 0.00% | +4+57.1% | Added |
| First Command Advisory Services, Inc. | 12 | $1.67K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $1.67K | 0.00% | +1+9.1% | Added |
| Montag A & Associates Inc | 12 | $1.67K | 0.00% | +12 | New |
| Westfuller Advisors, LLC | 13 | $1.83K | 0.00% | −4−23.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 14 | $1.95K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $1.95K | 0.00% | +1+7.7% | Added |
| Abound Wealth Management | 14 | $1.95K | 0.00% | +14 | New |
| Dunhill Financial, LLC | 14 | $1.99K | 0.00% | +13+1,300.0% | Added |
| Sunrise Financial Services, LLC | 18 | $2.50K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 18 | $2.50K | 0.00% | +6+50.0% | Added |
| Investors Portfolio Services LLC | 19 | $2.75K | 0.00% | +19 | New |
| Bogart Wealth, LLC | 20 | $2.78K | 0.00% | −2−9.1% | Reduced |
| Raffa Wealth Management, LLC | 21 | $2.92K | 0.00% | +1+5.0% | Added |
| CX Institutional | 22 | $3.00K | 0.00% | +22 | New |
| Essential Partners LLC | 22 | $3.06K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 23 | $3.23K | 0.00% | −358−94.0% | Reduced |
| Albion Financial Group | 29 | $4.03K | 0.00% | +15+107.1% | Added |
| Park Square Financial Group, LLC | 30 | $4.17K | 0.03% | +30 | New |
| Rosenberg Matthew Hamilton | 31 | $4.31K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 31 | $4.31K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 33 | $4.58K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 35 | $4.86K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 36 | $5.00K | 0.00% | +36 | New |
| Sachetta, LLC | 37 | $5.14K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 39 | $5.48K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 44 | $6.11K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 46 | $6.39K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 47 | $6.53K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 47 | $6.53K | 0.00% | +47 | New |
| JDM Financial Group LLC | 47 | $6.53K | 0.00% | +47 | New |
| Wolff Wiese Magana LLC | 48 | $6.67K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 51 | $7.00K | 0.00% | +15+41.7% | Added |
| LRI Investments, LLC | 52 | $7.22K | 0.00% | −711−93.2% | Reduced |
| Signature Equity Partners, LLC | 54 | $7.57K | 0.00% | +2+3.8% | Added |
| Strategic Wealth Partners, Ltd. | 56 | $7.78K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 57 | $7.92K | 0.00% | +25+78.1% | Added |
| Sound Income Strategies, LLC | 58 | $8.12K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 59 | $8.20K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 60 | $8.34K | 0.00% | +5+9.1% | Added |
| WPG Advisers, LLC | 62 | $8.61K | 0.01% | −58−48.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 62 | $8.61K | 0.00% | +62 | New |
| Gill Capital Partners, LLC | 68 | $9.45K | 0.00% | +68 | New |
| Brown, Lisle/Cummings, Inc. | 69 | $9.59K | 0.00% | +69 | New |
| Private Wealth Management Group, LLC | 71 | $9.87K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 75 | $10.4K | 0.00% | +3+4.2% | Added |
| Mather Group, LLC. | 75 | $10.4K | 0.00% | +75 | New |
| Rossby Financial, LCC | 84 | $11.8K | 0.00% | +71+546.2% | Added |
| Basecamp Wealth Advisors LLC | 85 | $11.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 92 | $12.8K | 0.00% | +6+7.0% | Added |
| First Horizon Corp | 93 | $12.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 94 | $13.0K | 0.01% | −182−65.9% | Reduced |
| CVA Family Office, LLC | 94 | $13.1K | 0.00% | +94 | New |
| Danske Bank A/S | 100 | $13.9K | 0.00% | −700−87.5% | Reduced |
| Kemnay Advisory Services Inc. | 102 | $14.2K | 0.00% | +102 | New |
| Kilter Group LLC | 105 | $14.6K | 0.01% | +39+59.1% | Added |
| Private Wealth Asset Management, LLC | 114 | $15.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 116 | $16.1K | 0.00% | −50−30.1% | Reduced |
| Cornerstone Planning Group LLC | 111 | $16.6K | 0.00% | +6+5.7% | Added |
| CoreCap Advisors, LLC | 120 | $16.7K | 0.00% | +5+4.3% | Added |
| Peregrine Capital Management LLC | 126 | $17.5K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 134 | $18.0K | 0.00% | +134 | New |
| Salomon & Ludwin, LLC | 133 | $18.6K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 136 | $18.9K | 2.45% | −4,590−97.1% | Reduced |
| Basepoint Wealth LLC | 136 | $18.9K | 0.01% | +3+2.3% | Added |
| Trask Adam Roland | 138 | $19.2K | 0.02% | +138 | New |
| Key Financial Inc | 139 | $19.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 139 | $19.3K | 0.00% | +16+13.0% | Added |
| Cedar Mountain Advisors, LLC | 148 | $20.6K | 0.00% | +142+2,366.7% | Added |
| Hilton Head Capital Partners, LLC | 149 | $20.7K | 0.01% | −19−11.3% | Reduced |
| Gen-Wealth Partners Inc | 150 | $20.8K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 160 | $22.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 167 | $23.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 167 | $23.2K | 0.00% | −109−39.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 169 | $23.5K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 173 | $24.0K | 0.00% | 00.0% | Unchanged |