| Raffa Wealth Management, LLC | 1 | $41 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 2 | $82 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $82 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $102 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $164 | 0.00% | −3−42.9% | Reduced |
| Hughes Financial Services, LLC | 4 | $164 | 0.00% | +3+300.0% | Added |
| Signature Equity Partners, LLC | 5 | $205 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6 | $246 | 0.00% | −251−97.7% | Reduced |
| Rialto Wealth Management, LLC | 6 | $247 | 0.00% | −4−40.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 8 | $328 | 0.00% | −1−11.1% | Reduced |
| SBI Securities Co., Ltd. | 9 | $369 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 9 | $369 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $486 | 0.00% | +11 | New |
| Basecamp Wealth Advisors LLC | 12 | $492 | 0.00% | −93−88.6% | Reduced |
| Gilpin Wealth Management, LLC | 15 | $616 | 0.00% | +5+50.0% | Added |
| Triumph Capital Management | 16 | $656 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 16 | $656 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 16 | $657 | 0.00% | +16 | New |
| Creative Financial Designs Inc | 18 | $738 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $780 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $820 | 0.00% | −8−28.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 20 | $821 | 0.00% | −2−9.1% | Reduced |
| Picton Mahoney Asset Management | 24 | $984 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 25 | $1.02K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 28 | $1.15K | 0.00% | +16+133.3% | Added |
| UMA Financial Services, Inc. | 29 | $1.19K | 0.00% | +29 | New |
| Montag A & Associates Inc | 31 | $1.27K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 31 | $1.27K | 0.00% | +31 | New |
| Kilter Group LLC | 32 | $1.31K | 0.00% | −8−20.0% | Reduced |
| Harbour Investments, Inc. | 35 | $1.47K | 0.00% | +31+775.0% | Added |
| Dogwood Wealth Management LLC | 36 | $1.48K | 0.00% | +36 | New |
| Fortitude Family Office, LLC | 39 | $1.60K | 0.00% | −2−4.9% | Reduced |
| Raleigh Capital Management Inc. | 40 | $1.64K | 0.00% | +40 | New |
| SJS Investment Consulting Inc. | 44 | $1.80K | 0.00% | +26+144.4% | Added |
| Keating Financial Advisory Services, Inc. | 49 | $2.01K | 0.00% | +3+6.5% | Added |
| Financial Network Wealth Advisors LLC | 49 | $2.01K | 0.00% | +5+11.4% | Added |
| Bell Investment Advisors, Inc | 49 | $2.01K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 51 | $2.09K | 0.00% | +31+155.0% | Added |
| First Horizon Corp | 52 | $2.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 60 | $2.46K | 0.00% | −5−7.7% | Reduced |
| Retirement Wealth Solutions LLC | 63 | $2.58K | 0.00% | −8−11.3% | Reduced |
| Caitlin John, LLC | 64 | $2.63K | 0.00% | −68−51.5% | Reduced |
| Wealth Preservation Advisors, LLC | 65 | $2.67K | 0.00% | +65 | New |
| Zions Bancorporation, National Association | 75 | $3.08K | 0.00% | +75 | New |
| LRI Investments, LLC | 79 | $3.24K | 0.00% | −1,561−95.2% | Reduced |
| Parallel Advisors, LLC | 91 | $3.73K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 92 | $3.77K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 101 | $4.14K | 0.00% | +6+6.3% | Added |
| Private Trust Co NA | 123 | $5.04K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 124 | $5.08K | 0.00% | −270−68.5% | Reduced |
| CVA Family Office, LLC | 128 | $5.25K | 0.00% | +128 | New |
| MV Capital Management, Inc. | 140 | $5.74K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 142 | $5.82K | 0.00% | +87+158.2% | Added |
| Private Wealth Management Group, LLC | 148 | $6.07K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 153 | $6.27K | 0.00% | +125+446.4% | Added |
| J.Safra Asset Management Corp | 161 | $6.60K | 0.00% | +161 | New |
| Capital Advisors, Ltd. LLC | 159 | $7.00K | 0.00% | +159 | New |
| Bare Financial Services, Inc | 195 | $8.00K | 0.00% | +10+5.4% | Added |
| Eastern Bank | 248 | $10.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 263 | $10.8K | 0.00% | −127−32.6% | Reduced |
| Simplex Trading, LLC | 272 | $11.2K | 0.00% | −206−43.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 290 | $11.9K | 0.00% | +84+40.8% | Added |
| Coston, McIsaac & Partners | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 294 | $12.0K | 0.01% | +294 | New |
| MAI Capital Management | 335 | $13.7K | 0.00% | +335 | New |
| Massmutual Trust Co FSB | 351 | $14.4K | 0.00% | +134+61.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 402 | $16.5K | 0.00% | +402 | New |
| Los Angeles Capital Management LLC | 417 | $17.1K | 0.00% | −8,980−95.6% | Reduced |
| Crewe Advisors LLC | 419 | $17.2K | 0.00% | +150+55.8% | Added |
| Rothschild Investment LLC | 444 | $18.2K | 0.00% | +95+27.2% | Added |
| IFP Advisors, Inc | 470 | $19.3K | 0.00% | −87−15.6% | Reduced |
| Jones Financial Companies LLLP | 528 | $21.1K | 0.00% | +323+157.6% | Added |
| Root Financial Partners, LLC | 535 | $21.9K | 0.00% | +223+71.5% | Added |
| Opal Wealth Advisors, LLC | 539 | $22.1K | 0.00% | +539 | New |
| Kemnay Advisory Services Inc. | 581 | $23.8K | 0.00% | −387−40.0% | Reduced |
| Nomura Asset Management Co Ltd | 590 | $24.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 633 | $26.0K | 0.00% | +14+2.3% | Added |
| Measured Wealth Private Client Group, LLC | 638 | $26.2K | 0.01% | −277−30.3% | Reduced |
| Covestor Ltd | 661 | $27.0K | 0.02% | +32+5.1% | Added |
| Sterling Capital Management LLC | 672 | $27.6K | 0.00% | −4−0.6% | Reduced |
| Parkside Financial Bank & Trust | 675 | $27.7K | 0.00% | +7+1.0% | Added |
| Advisors Asset Management, Inc. | 723 | $29.6K | 0.00% | −7−1.0% | Reduced |
| Essential Partners LLC | 734 | $30.1K | 0.01% | +327+80.3% | Added |
| Allworth Financial LP | 771 | $31.6K | 0.00% | +393+104.0% | Added |
| Cheviot Value Management, LLC | 800 | $32.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 802 | $32.9K | 0.00% | +266+49.6% | Added |
| Versant Capital Management, Inc | 924 | $37.9K | 0.00% | +395+74.7% | Added |
| State of Wyoming | 967 | $39.7K | 0.00% | +2+0.2% | Added |
| Employees Retirement System of Texas | 1,041 | $43.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,257 | $52.0K | 0.00% | +566+81.9% | Added |
| EverSource Wealth Advisors, LLC | 1,388 | $56.9K | 0.00% | +444+47.0% | Added |
| Advisory Services Network, LLC | 1,494 | $61.3K | 0.00% | +1,494 | New |
| Private Wealth Asset Management, LLC | 1,503 | $61.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,603 | $65.7K | 0.00% | −300−15.8% | Reduced |
| Bayforest Capital Ltd | 1,678 | $68.8K | 0.08% | −2,991−64.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,018 | $82.8K | 0.01% | +123+6.5% | Added |
| Rockefeller Capital Management L.P. | 2,070 | $84.9K | 0.00% | −272−11.6% | Reduced |
| Ronald Blue Trust, Inc. | 2,657 | $109.0K | 0.00% | +970+57.5% | Added |
| Smartleaf Asset Management LLC | 2,772 | $111.7K | 0.00% | −1,607−36.7% | Reduced |
| US Bancorp | 2,984 | $122.4K | 0.00% | −5,086−63.0% | Reduced |
