| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $127 | 0.00% | +1 | New |
| GFG Capital, LLC | 3 | $379 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 4 | $505 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $511 | 0.00% | +4 | New |
| Binnacle Investments Inc | 5 | $631 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $631 | 0.00% | +2+66.7% | Added |
| Rothschild Investment LLC | 5 | $631 | 0.00% | +4+400.0% | Added |
| Garde Capital, Inc. | 5 | $632 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $632 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $635 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 6 | $757 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $757 | 0.00% | +3+100.0% | Added |
| HFM Investment Advisors, LLC | 6 | $757 | 0.00% | +4+200.0% | Added |
| True Wealth Design, LLC | 6 | $758 | 0.00% | +1+20.0% | Added |
| Rialto Wealth Management, LLC | 7 | $884 | 0.00% | −4−36.4% | Reduced |
| Huntington National Bank | 7 | $884 | 0.00% | +1+16.7% | Added |
| Ogorek Anthony Joseph | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | +2+33.3% | Added |
| Bogart Wealth, LLC | 8 | $1.01K | 0.00% | +4+100.0% | Added |
| SJS Investment Consulting Inc. | 9 | $1.14K | 0.00% | −8−47.1% | Reduced |
| CVA Family Office, LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 11 | $1.39K | 0.00% | +11 | New |
| Family Legacy Financial Solutions, LLC | 11 | $1.40K | 0.00% | +11 | New |
| Twin Peaks Wealth Advisors, LLC | 12 | $1.57K | 0.00% | +12 | New |
| WealthTrak Capital Management LLC | 14 | $1.77K | 0.00% | −4−22.2% | Reduced |
| Sachetta, LLC | 14 | $1.77K | 0.00% | +5+55.6% | Added |
| Raleigh Capital Management Inc. | 14 | $1.79K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 15 | $1.89K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 19 | $2.26K | 0.03% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $2.40K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 19 | $2.40K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 21 | $2.65K | 0.00% | +21 | New |
| GWM Advisors LLC | 22 | $2.78K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 23 | $2.90K | 0.00% | 00.0% | Unchanged |
| Tobam | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 27 | $3.41K | 0.00% | +27 | New |
| Global Retirement Partners, LLC | 27 | $3.44K | 0.00% | +27 | New |
| Quest 10 Wealth Builders, Inc. | 28 | $3.53K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 28 | $3.53K | 0.00% | +5+21.7% | Added |
| Whipplewood Advisors, LLC | 31 | $3.91K | 0.00% | −45−59.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29 | $4.00K | 0.00% | −1,812−98.4% | Reduced |
| Innovative Advisory Group, LLC | 35 | $4.42K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 37 | $4.67K | 0.00% | +37 | New |
| JFS Wealth Advisors, LLC | 38 | $4.80K | 0.00% | −13−25.5% | Reduced |
| Ameritas Advisory Services, LLC | 39 | $4.92K | 0.00% | +39 | New |
| WealthCollab, LLC | 40 | $5.05K | 0.00% | +40 | New |
| Bruce G. Allen Investments, LLC | 44 | $5.55K | 0.00% | +2+4.8% | Added |
| WPG Advisers, LLC | 48 | $6.06K | 0.01% | +3+6.7% | Added |
| Mount Yale Investment Advisors, LLC | 50 | $6.31K | 0.00% | +50 | New |
| Farmers & Merchants Investments Inc | 56 | $7.07K | 0.00% | +6+12.0% | Added |
| Fortitude Family Office, LLC | 58 | $7.32K | 0.00% | +58 | New |
| Versant Capital Management, Inc | 59 | $7.45K | 0.00% | +59 | New |
| SBI Securities Co., Ltd. | 61 | $7.70K | 0.00% | +1+1.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 65 | $8.19K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 75 | $9.47K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 76 | $9.59K | 0.00% | −274−78.3% | Reduced |
| Cornerstone Planning Group LLC | 88 | $10.9K | 0.00% | +5+6.0% | Added |
| Bessemer Group Inc | 85 | $11.0K | 0.00% | −62−42.2% | Reduced |
| Covestor Ltd | 91 | $12.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 96 | $12.1K | 0.00% | +17+21.5% | Added |
| Smartleaf Asset Management LLC | 103 | $12.9K | 0.00% | −277−72.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 103 | $13.0K | 0.00% | −62−37.6% | Reduced |
| Clearstead Advisors, LLC | 112 | $14.1K | 0.00% | −329−74.6% | Reduced |
| Parkside Financial Bank & Trust | 116 | $14.6K | 0.00% | −3−2.5% | Reduced |
| Assetmark, Inc | 120 | $15.1K | 0.00% | +93+344.4% | Added |
| Hemington Wealth Management | 133 | $16.0K | 0.00% | +11+9.0% | Added |
| Atlantic Trust, LLC | 129 | $16.3K | 0.00% | +102+377.8% | Added |
| Matrix Trust Co | 146 | $18.0K | 0.00% | −6−3.9% | Reduced |
| AdvisorNet Financial, Inc | 150 | $18.9K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 152 | $19.2K | 0.01% | +152 | New |
| Rise Advisors, LLC | 160 | $20.2K | 0.01% | +19+13.5% | Added |
| First Horizon Advisors, Inc. | 163 | $20.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 166 | $21.0K | 0.00% | +19+12.9% | Added |
| Deseret Mutual Benefit Administrators | 168 | $21.2K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 198 | $25.0K | 0.00% | +160+421.1% | Added |
| CIBC Private Wealth Group, LLC | 200 | $25.2K | 0.00% | −59−22.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 204 | $25.8K | 0.01% | +1+0.5% | Added |
| Atlantic Union Bankshares Corp | 210 | $26.5K | 0.00% | +210 | New |
| Private Trust Co NA | 215 | $27.1K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 260 | $32.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 260 | $33.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 263 | $33.2K | 0.00% | +37+16.4% | Added |
| SRS Capital Advisors, Inc. | 305 | $38.5K | 0.00% | +95+45.2% | Added |
| Center for Financial Planning, Inc. | 363 | $45.8K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 431 | $54.3K | 0.00% | −612−58.7% | Reduced |
| IFP Advisors, Inc | 422 | $56.6K | 0.00% | +196+86.7% | Added |
| State of Wyoming | 454 | $57.3K | 0.01% | +454 | New |
| Sarver Vrooman Wealth Advisors | 463 | $58.4K | 0.04% | −165−26.3% | Reduced |
| Lazard Asset Management LLC | 490 | $61.0K | 0.00% | +44+9.9% | Added |
| Employees Retirement System of Texas | 500 | $63.0K | 0.00% | +500 | New |
| Costello Asset Management, INC | 517 | $65.3K | 0.02% | +3+0.6% | Added |
| Bartlett & Co. Wealth Management LLC | 536 | $67.6K | 0.00% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 537 | $67.8K | 0.00% | +537 | New |
| Provenance Wealth Advisors, LLC | 600 | $75.7K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 664 | $83.8K | 0.00% | +77+13.1% | Added |
| Brown Brothers Harriman & Co | 677 | $85.4K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 743 | $93.7K | 0.03% | +5+0.7% | Added |
| Jones Financial Companies LLLP | 770 | $96.1K | 0.00% | −706−47.8% | Reduced |
