| Abound Wealth Management | 1 | $123 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 2 | $272 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $272 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $272 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $272 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $272 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $272 | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 2 | $272 | 0.00% | +2 | New |
| United Financial Planning Group LLC | 2 | $272 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $279 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $408 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $408 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 3 | $408 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $544 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4 | $544 | 0.00% | +4 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $680 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 5 | $680 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 5 | $741 | 0.00% | −136−96.5% | Reduced |
| Cornerstone Financial Management LLC | 6 | $815 | 0.00% | +6 | New |
| 1015 Capital Partners, LLC | 6 | $815 | 0.00% | +6 | New |
| Central Trust Co | 6 | $816 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $952 | 0.00% | +1+16.7% | Added |
| Manchester Capital Management LLC | 7 | $952 | 0.00% | +5+250.0% | Added |
| Avion Wealth | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 8 | $1.09K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $1.09K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 8 | $1.09K | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 10 | $1.36K | 0.00% | +1+11.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $1.50K | 0.00% | +4+57.1% | Added |
| Signature Equity Partners, LLC | 11 | $1.50K | 0.00% | +11 | New |
| True Wealth Design, LLC | 11 | $1.50K | 0.00% | −1−8.3% | Reduced |
| Marquette Asset Management, LLC | 11 | $1.50K | 0.00% | +11 | New |
| Aspect Partners, LLC | 14 | $1.90K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 15 | $2.04K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 15 | $2.04K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $2.04K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $2.04K | 0.00% | +2+15.4% | Added |
| Washington Trust Advisors, Inc. | 16 | $2.14K | 0.00% | +16 | New |
| First Horizon Corp | 16 | $2.17K | 0.00% | −27−62.8% | Reduced |
| Wolff Wiese Magana LLC | 16 | $2.17K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 16 | $2.17K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $2.17K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 17 | $2.27K | 0.00% | +17 | New |
| Red Tortoise LLC | 17 | $2.31K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 17 | $2.31K | 0.00% | +7+70.0% | Added |
| WPG Advisers, LLC | 18 | $2.45K | 0.00% | −80−81.6% | Reduced |
| Bayban | 19 | $2.58K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 19 | $2.58K | 0.00% | +8+72.7% | Added |
| DiNuzzo Private Wealth, Inc. | 20 | $2.72K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $2.85K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 23 | $3.13K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 23 | $3.13K | 0.00% | +23 | New |
| CGC Financial Services, LLC | 25 | $3.40K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 29 | $3.94K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 30 | $4.08K | 0.00% | +30 | New |
| Sachetta, LLC | 32 | $4.35K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 33 | $4.49K | 0.00% | +10+43.5% | Added |
| Turning Point Benefit Group, Inc. | 35 | $4.76K | 0.00% | +35 | New |
| Cetera Trust Company, N.A | 35 | $4.76K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 35 | $4.76K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 35 | $4.76K | 0.00% | +5+16.7% | Added |
| Greenline Wealth Management LLC | 35 | $4.76K | 0.00% | +35 | New |
| Tucker Asset Management LLC | 37 | $5.03K | 0.00% | +37 | New |
| Wall Street Access Asset Management, LLC | 40 | $5.44K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 43 | $5.84K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 43 | $5.84K | 0.00% | +3+7.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 45 | $6.12K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 48 | $6.52K | 0.00% | +1+2.1% | Added |
| Motco | 49 | $6.66K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 50 | $6.80K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 51 | $6.93K | 0.00% | +35+218.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 54 | $7.34K | 0.00% | +54 | New |
| Bare Financial Services, Inc | 55 | $7.47K | 0.00% | +4+7.8% | Added |
| Private Wealth Management Group, LLC | 56 | $7.61K | 0.00% | −1−1.8% | Reduced |
| DV Trading LLC | 56 | $7.61K | 0.00% | +56 | New |
| Greykasell Wealth Strategies, Inc. | 60 | $8.15K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 67 | $9.11K | 0.00% | +67 | New |
| Key Financial Inc | 68 | $9.24K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 69 | $9.38K | 0.00% | +28+68.3% | Added |
| Pflug Koory, LLC | 70 | $9.51K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 70 | $9.51K | 0.00% | +27+62.8% | Added |
| Plante Moran Financial Advisors, LLC | 72 | $9.79K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 74 | $10.1K | 0.00% | +52+236.4% | Added |
| Ancora Advisors, LLC | 75 | $10.2K | 0.00% | +75 | New |
| Legacy Wealth Managment, LLC | 76 | $10.3K | 0.00% | +76 | New |
| McMillan Office, Inc. | 83 | $11.3K | 0.00% | +83 | New |
| Creative Financial Designs Inc | 84 | $11.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 79 | $11.9K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 90 | $12.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 91 | $12.4K | 0.00% | +1+1.1% | Added |
| Harbor Investment Advisory, LLC | 98 | $13.3K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $13.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 103 | $14.0K | 0.00% | +3+3.0% | Added |
| Covestor Ltd | 104 | $14.0K | 0.01% | +1+1.0% | Added |
| Signature Resources Capital Management, LLC | 107 | $14.5K | 0.01% | +11+11.5% | Added |
| Reflection Asset Management | 109 | $14.8K | 0.01% | +109 | New |
| TD Waterhouse Canada Inc. | 110 | $14.9K | 0.00% | −25−18.5% | Reduced |