| Abound Wealth Management | 1 | $413 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $425 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $425 | 0.00% | +1 | New |
| Atlantic Private Wealth, LLC | 1 | $426 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1 | $426 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $426 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $426 | 0.00% | +1 | New |
| UMA Financial Services, Inc. | 1 | $426 | 0.00% | +1 | New |
| Bell Investment Advisors, Inc | 1 | $426 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $842 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 2 | $850 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $851 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $851 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 2 | $851 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $851 | 0.00% | +1+100.0% | Added |
| 1015 Capital Partners, LLC | 2 | $851 | 0.00% | +1+100.0% | Added |
| MV Capital Management, Inc. | 2 | $851 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $851 | 0.00% | +2 | New |
| Navigoe, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 3 | $1.28K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3 | $1.28K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $1.28K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 3 | $1.28K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $1.28K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 4 | $1.70K | 0.00% | +2+100.0% | Added |
| First Horizon Corp | 5 | $2.13K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $2.55K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $2.56K | 0.00% | −1−14.3% | Reduced |
| International Assets Investment Management, LLC | 7 | $2.95K | 0.00% | +7 | New |
| Fairman Group, LLC | 8 | $3.40K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $3.44K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $3.83K | 0.00% | +4+80.0% | Added |
| Aspect Partners, LLC | 9 | $3.83K | 0.00% | +7+350.0% | Added |
| SHP Wealth Management | 10 | $4.25K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $4.25K | 0.00% | +5+100.0% | Added |
| Creative Capital Management Investments LLC | 10 | $4.25K | 0.00% | +10 | New |
| Hollencrest Capital Management | 11 | $4.68K | 0.00% | −198−94.7% | Reduced |
| Owl Creek Wealth Partners LLC | 11 | $4.68K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $5.11K | 0.00% | −1−7.7% | Reduced |
| First Command Advisory Services, Inc. | 13 | $5.53K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $5.53K | 0.00% | +2+18.2% | Added |
| TD Private Client Wealth LLC | 14 | $5.96K | 0.00% | +5+55.6% | Added |
| Avion Wealth | 15 | $6.00K | 0.00% | +3+25.0% | Added |
| Marquette Asset Management, LLC | 15 | $6.38K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 15 | $6.38K | 0.00% | +5+50.0% | Added |
| Ritter Daniher Financial Advisory LLC | 16 | $6.81K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 17 | $7.23K | 0.00% | −29−63.0% | Reduced |
| Rossby Financial, LCC | 17 | $7.23K | 0.00% | −18−51.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17 | $7.23K | 0.00% | +3+21.4% | Added |
| HHM Wealth Advisors, LLC | 17 | $7.23K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 18 | $7.66K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 19 | $8.08K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 21 | $8.97K | 0.00% | +12+133.3% | Added |
| LRI Investments, LLC | 22 | $9.36K | 0.00% | −43−66.2% | Reduced |
| Fourth Dimension Wealth, LLC | 23 | $9.79K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 26 | $11.0K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 27 | $11.5K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 29 | $12.3K | 0.01% | 00.0% | Unchanged |
| Wedbush Fund Advisers, LLC | 29 | $12.3K | 0.00% | +29 | New |
| Bare Financial Services, Inc | 31 | $13.2K | 0.00% | +19+158.3% | Added |
| Meeder Asset Management Inc | 31 | $13.2K | 0.00% | +9+40.9% | Added |
| JPL Wealth Management, LLC | 31 | $13.2K | 0.00% | −10−24.4% | Reduced |
| Bruce G. Allen Investments, LLC | 32 | $13.6K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 34 | $13.6K | 0.00% | +34 | New |
| Bravera Wealth | 33 | $14.0K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 33 | $14.0K | 0.00% | +32+3,200.0% | Added |
| Concord Wealth Partners | 37 | $15.7K | 0.00% | +37 | New |
| Atlantic Trust, LLC | 37 | $15.7K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 39 | $16.6K | 0.01% | +34+680.0% | Added |
| Key Financial Inc | 41 | $17.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 42 | $17.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 42 | $17.9K | 0.00% | −38−47.5% | Reduced |
| Spire Wealth Management | 42 | $17.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 45 | $19.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 48 | $19.5K | 0.00% | −20−29.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 47 | $20.0K | 0.00% | −184−79.7% | Reduced |
| Prestige Wealth Management Group LLC | 47 | $20.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 47 | $20.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 48 | $20.2K | 0.00% | +26+118.2% | Added |
| Oakworth Capital, Inc. | 48 | $20.4K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 48 | $20.4K | 0.00% | +2+4.3% | Added |
| CX Institutional | 49 | $21.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 50 | $21.3K | 0.01% | +50 | New |
| Newbridge Financial Services Group, Inc. | 51 | $21.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 52 | $22.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 55 | $23.4K | 0.00% | −150−73.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 55 | $23.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 61 | $26.0K | 0.00% | −673−91.7% | Reduced |
| V-Square Quantitative Management LLC | 61 | $26.0K | 0.00% | +4+7.0% | Added |
| JFS Wealth Advisors, LLC | 62 | $26.4K | 0.00% | −1−1.6% | Reduced |
| SBI Securities Co., Ltd. | 63 | $26.8K | 0.00% | +11+21.2% | Added |
| Bard Associates Inc | 65 | $27.7K | 0.01% | 00.0% | Unchanged |
| Trust Co | 75 | $31.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 77 | $33.0K | 0.00% | +77 | New |
| Smithfield Trust Co | 76 | $33.0K | 0.00% | +13+20.6% | Added |
| Covestor Ltd | 78 | $33.0K | 0.02% | +14+21.9% | Added |
| Huntington National Bank | 79 | $33.6K | 0.00% | +39+97.5% | Added |
| Morton Brown Family Wealth, LLC | 80 | $34.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 91 | $38.7K | 0.01% | +77+550.0% | Added |
| Parallel Advisors, LLC | 96 | $40.9K | 0.00% | −19−16.5% | Reduced |