| Twin Peaks Wealth Advisors, LLC | 1 | $91 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $95 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $190 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $284 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3 | $285 | 0.00% | −1−25.0% | Reduced |
| Parkworth Wealth Management, Inc. | 3 | $285 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $285 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 3 | $285 | 0.00% | +3 | New |
| Stone House Investment Management, LLC | 3 | $285 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 3 | $285 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 4 | $380 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $380 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $380 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 5 | $475 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $570 | 0.00% | +3+100.0% | Added |
| Country Trust Bank | 9 | $855 | 0.00% | +9 | New |
| Cromwell Holdings LLC | 10 | $950 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 11 | $951 | 0.00% | −27−71.1% | Reduced |
| Rialto Wealth Management, LLC | 11 | $1.04K | 0.00% | +6+120.0% | Added |
| Larson Financial Group LLC | 11 | $1.04K | 0.00% | +7+175.0% | Added |
| Kilter Group LLC | 11 | $1.04K | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 12 | $1.14K | 0.00% | −8−40.0% | Reduced |
| Rothschild Investment LLC | 12 | $1.14K | 0.00% | +5+71.4% | Added |
| Bogart Wealth, LLC | 15 | $1.43K | 0.00% | +6+66.7% | Added |
| DiNuzzo Private Wealth, Inc. | 20 | $1.90K | 0.00% | +1+5.3% | Added |
| Transce3nd, LLC | 21 | $2.00K | 0.00% | −208−90.8% | Reduced |
| Bessemer Group Inc | 26 | $2.00K | 0.00% | −1,626−98.4% | Reduced |
| Avion Wealth | 24 | $2.00K | 0.00% | −5−17.2% | Reduced |
| Hantz Financial Services, Inc. | 23 | $2.00K | 0.00% | +20+666.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 24 | $2.30K | 0.00% | +24 | New |
| Sachetta, LLC | 26 | $2.47K | 0.00% | +15+136.4% | Added |
| Red Tortoise LLC | 27 | $2.56K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 29 | $2.75K | 0.00% | +29 | New |
| Colonial Trust Co | 31 | $2.91K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 31 | $2.94K | 0.00% | +31 | New |
| Capital Analysts, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 33 | $3.16K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 34 | $3.23K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 34 | $3.23K | 0.00% | +34 | New |
| Grove Bank & Trust | 36 | $3.42K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 36 | $3.42K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 37 | $3.52K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 39 | $3.74K | 0.00% | −46−54.1% | Reduced |
| IMG Wealth Management, Inc. | 41 | $3.90K | 0.00% | +41 | New |
| Mark Sheptoff Financial Planning, LLC | 46 | $4.37K | 0.00% | +46 | New |
| Bell Investment Advisors, Inc | 48 | $4.56K | 0.00% | +8+20.0% | Added |
| Arlington Trust Co LLC | 50 | $4.75K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 50 | $4.75K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 57 | $5.41K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 60 | $5.70K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 70 | $6.65K | 0.00% | +70 | New |
| Vermillion & White Wealth Management Group, LLC | 71 | $6.74K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 85 | $8.07K | 0.00% | +1+1.2% | Added |
| Bullock Wealth Management Group | 86 | $8.32K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 88 | $8.36K | 0.00% | +88 | New |
| Ameritas Advisory Services, LLC | 91 | $8.64K | 0.00% | +91 | New |
| Westside Investment Management, Inc. | 100 | $9.67K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 105 | $9.97K | 0.01% | +105 | New |
| Kessler Investment Group, LLC | 106 | $10.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 117 | $11.1K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 119 | $11.3K | 0.01% | −2,389−95.3% | Reduced |
| Whipplewood Advisors, LLC | 132 | $12.5K | 0.01% | −11−7.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 133 | $12.6K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 143 | $13.6K | 0.01% | −14−8.9% | Reduced |
| Rossby Financial, LCC | 143 | $13.6K | 0.01% | +143 | New |
| Rosenberg Matthew Hamilton | 146 | $13.9K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 180 | $17.4K | 0.01% | +88+95.7% | Added |
| Central Trust Co | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 200 | $19.0K | 0.01% | +200 | New |
| TD Waterhouse Canada Inc. | 211 | $20.4K | 0.00% | −1,291−86.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 220 | $20.9K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 234 | $22.2K | 0.01% | +27+13.0% | Added |
| Vermillion Wealth Management, Inc. | 283 | $26.9K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 300 | $28.5K | 0.00% | +300 | New |
| Sunbelt Securities, Inc. | 269 | $29.1K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 308 | $29.3K | 0.00% | +14+4.8% | Added |
| Parkside Financial Bank & Trust | 320 | $30.4K | 0.00% | +21+7.0% | Added |
| Hemington Wealth Management | 339 | $32.0K | 0.00% | +22+6.9% | Added |
| WPG Advisers, LLC | 342 | $32.5K | 0.03% | −14−3.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 385 | $36.6K | 0.00% | +373+3,108.3% | Added |
| Employees Retirement System of Texas | 400 | $38.0K | 0.00% | +400 | New |
| Stephenson National Bank & Trust | 436 | $41.4K | 0.01% | +436 | New |
| Wolff Wiese Magana LLC | 460 | $43.7K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 468 | $44.5K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 473 | $44.9K | 0.00% | +167+54.6% | Added |
| Covestor Ltd | 479 | $45.0K | 0.03% | +176+58.1% | Added |
| Massmutual Trust Co FSB | 499 | $47.4K | 0.00% | −1−0.2% | Reduced |
| GeoWealth Management, LLC | 512 | $48.6K | 0.00% | +512 | New |
| Nomura Asset Management Co Ltd | 540 | $51.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 562 | $53.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 564 | $53.6K | 0.01% | −72−11.3% | Reduced |
| Fifth Third Bancorp | 580 | $55.1K | 0.00% | +14+2.5% | Added |
| Meeder Asset Management Inc | 603 | $57.3K | 0.00% | −17,737−96.7% | Reduced |
| MAI Capital Management | 621 | $59.0K | 0.00% | +91+17.2% | Added |
| Bryn Mawr Trust Co | 694 | $65.9K | 0.00% | −3,896−84.9% | Reduced |
| Wolverine Asset Management LLC | 695 | $66.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 704 | $66.9K | 0.00% | +366+108.3% | Added |
| Huntington National Bank | 759 | $72.1K | 0.00% | +284+59.8% | Added |
| Skopos Labs, Inc. | 797 | $75.7K | 0.01% | +653+453.5% | Added |