| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 19 | $0 | 0.00% | +19 | New |
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $105 | 0.00% | +1+100.0% | Added |
| Maryland Capital Advisors Inc. | 2 | $105 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $157 | 0.00% | +1+50.0% | Added |
| Stone House Investment Management, LLC | 3 | $157 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $191 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $207 | 0.00% | +4 | New |
| Abound Wealth Management | 4 | $210 | 0.00% | −1−20.0% | Reduced |
| Cedar Mountain Advisors, LLC | 8 | $419 | 0.00% | +8 | New |
| LRI Investments, LLC | 8 | $419 | 0.00% | +8 | New |
| MV Capital Management, Inc. | 8 | $420 | 0.00% | +5+166.7% | Added |
| Clearstead Advisors, LLC | 8 | $420 | 0.00% | +8 | New |
| Downshift Financial, LLC | 10 | $524 | 0.00% | +10 | New |
| Quarry LP | 11 | $576 | 0.00% | +11 | New |
| True Wealth Design, LLC | 11 | $577 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 13 | $681 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $682 | 0.00% | +3+30.0% | Added |
| Essential Partners LLC | 14 | $734 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 15 | $785 | 0.00% | +14+1,400.0% | Added |
| Caitong International Asset Management Co., Ltd | 15 | $786 | 0.00% | −21,275−99.9% | Reduced |
| HFM Investment Advisors, LLC | 16 | $839 | 0.00% | +9+128.6% | Added |
| Basecamp Wealth Advisors LLC | 17 | $891 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 19 | $996 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 20 | $1.05K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 20 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 23 | $1.21K | 0.00% | +10+76.9% | Added |
| Noble Wealth Management PBC | 23 | $1.21K | 0.00% | +23 | New |
| Signature Equity Partners, LLC | 24 | $1.26K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 25 | $1.31K | 0.00% | −66,119−100.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $1.31K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $1.31K | 0.00% | +18+257.1% | Added |
| Ankerstar Wealth, LLC | 26 | $1.36K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 26 | $1.36K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 30 | $1.57K | 0.00% | −4−11.8% | Reduced |
| Global Retirement Partners, LLC | 31 | $1.62K | 0.00% | +31 | New |
| WPG Advisers, LLC | 32 | $1.68K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 36 | $1.89K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 37 | $1.94K | 0.00% | +37 | New |
| Kilter Group LLC | 38 | $1.99K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 41 | $2.15K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 41 | $2.15K | 0.00% | +41 | New |
| Harbour Investments, Inc. | 48 | $2.52K | 0.00% | +43+860.0% | Added |
| GWM Advisors LLC | 57 | $2.99K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 61 | $3.20K | 0.00% | +17+38.6% | Added |
| Zions Bancorporation, National Association | 63 | $3.30K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 63 | $3.30K | 0.00% | +63 | New |
| Rossby Financial, LCC | 64 | $3.35K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 75 | $3.93K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 88 | $4.61K | 0.00% | +27+44.3% | Added |
| South State Corp. | 99 | $5.19K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $5.24K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $5.24K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 102 | $5.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 109 | $5.71K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 118 | $6.18K | 0.00% | +72+156.5% | Added |
| Parkside Financial Bank & Trust | 127 | $6.66K | 0.00% | +20+18.7% | Added |
| Cary Street Partner Investment Advisory LLC | 128 | $6.71K | 0.00% | +128 | New |
| Rothschild Investment LLC | 153 | $8.02K | 0.00% | +66+75.9% | Added |
| CVA Family Office, LLC | 159 | $8.33K | 0.00% | +127+396.9% | Added |
| Action Point Financial Planning, LLC | 183 | $9.48K | 0.00% | +183 | New |
| Keating Financial Advisory Services, Inc. | 193 | $10.1K | 0.00% | +1+0.5% | Added |
| SMA Capital LLC | 198 | $10.4K | 0.00% | +198 | New |
| Davis Capital Management | 212 | $11.1K | 0.01% | +9+4.4% | Added |
| Sachetta, LLC | 220 | $11.5K | 0.01% | +220 | New |
| Parallel Advisors, LLC | 230 | $12.1K | 0.00% | +37+19.2% | Added |
| Accent Capital Management, LLC | 240 | $12.6K | 0.01% | +240 | New |
| Valued Wealth Advisors LLC | 242 | $12.7K | 0.00% | +242 | New |
| Massmutual Trust Co FSB | 259 | $13.6K | 0.00% | −25−8.8% | Reduced |
| Private Wealth Management Group, LLC | 283 | $14.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 317 | $16.6K | 0.00% | +317 | New |
| Bare Financial Services, Inc | 383 | $20.1K | 0.00% | +159+71.0% | Added |
| WealthCollab, LLC | 481 | $25.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 540 | $28.3K | 0.00% | +25+4.9% | Added |
| Nomura Asset Management Co Ltd | 560 | $29.3K | 0.00% | −440−44.0% | Reduced |
| NBC Securities, Inc. | 573 | $30.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 610 | $32.0K | 0.00% | +610 | New |
| Huntington National Bank | 611 | $32.0K | 0.00% | −31−4.8% | Reduced |
| IFP Advisors, Inc | 639 | $33.5K | 0.00% | −759−54.3% | Reduced |
| Farther Finance Advisors, LLC | 644 | $33.8K | 0.00% | +79+14.0% | Added |
| Golden State Wealth Management, LLC | 650 | $34.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 671 | $35.2K | 0.00% | −83−11.0% | Reduced |
| Los Angeles Capital Management LLC | 675 | $35.4K | 0.00% | −760−53.0% | Reduced |
| Quent Capital, LLC | 678 | $35.5K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 700 | $37.0K | 0.00% | −42−5.7% | Reduced |
| Ameritas Advisory Services, LLC | 750 | $39.3K | 0.00% | +750 | New |
| Uniplan Investment Counsel, Inc. | 801 | $42.0K | 0.00% | +801 | New |
| US Bancorp | 1,127 | $59.0K | 0.00% | +194+20.8% | Added |
| Sterling Capital Management LLC | 1,153 | $60.4K | 0.00% | −4,165−78.3% | Reduced |
| Optiver Holding B.V. | 1,244 | $65.2K | 0.00% | +1,244 | New |
| SRS Capital Advisors, Inc. | 1,346 | $70.5K | 0.00% | +1,113+477.7% | Added |
| Signaturefd, LLC | 1,351 | $70.8K | 0.00% | +172+14.6% | Added |
| Salomon & Ludwin, LLC | 1,421 | $73.5K | 0.01% | +277+24.2% | Added |
| Versant Capital Management, Inc | 1,445 | $75.7K | 0.01% | +366+33.9% | Added |
| Advisor Group Holdings, Inc. | 1,471 | $77.1K | 0.00% | −1,045−41.5% | Reduced |
| Kemnay Advisory Services Inc. | 1,475 | $77.3K | 0.01% | +114+8.4% | Added |
| Ronald Blue Trust, Inc. | 1,476 | $77.3K | 0.00% | +1,221+478.8% | Added |
| Jones Financial Companies LLLP | 1,430 | $78.8K | 0.00% | −8,795−86.0% | Reduced |