| Liberty Mutual Group Asset Management Inc. | 32,312 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 34 | $0 | 0.00% | +34 | New |
| Vision Financial Markets LLC | 1 | $4 | 0.00% | −212−99.5% | Reduced |
| TFC Financial Management | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $46 | 0.00% | +2 | New |
| SHP Wealth Management | 6 | $137 | 0.00% | +6 | New |
| Maryland Capital Advisors Inc. | 6 | $137 | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 7 | $159 | 0.00% | −5−41.7% | Reduced |
| Dunhill Financial, LLC | 7 | $176 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 8 | $182 | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 14 | $315 | 0.00% | +14 | New |
| Activest Wealth Management | 14 | $319 | 0.00% | +14 | New |
| Buck Wealth Strategies, LLC | 15 | $341 | 0.00% | +15 | New |
| MV Capital Management, Inc. | 16 | $364 | 0.00% | +4+33.3% | Added |
| AdvisorNet Financial, Inc | 17 | $387 | 0.00% | +17 | New |
| Trust Co | 20 | $455 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 20 | $455 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 24 | $546 | 0.00% | +24 | New |
| Zions Bancorporation, National Association | 28 | $637 | 0.00% | +28 | New |
| Valued Wealth Advisors LLC | 31 | $706 | 0.00% | −32−50.8% | Reduced |
| LRI Investments, LLC | 34 | $774 | 0.00% | −249−88.0% | Reduced |
| Sachetta, LLC | 43 | $979 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 49 | $1.11K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 51 | $1.16K | 0.00% | +20+64.5% | Added |
| TD Private Client Wealth LLC | 51 | $1.16K | 0.00% | +51 | New |
| Ameriflex Group, Inc. | 53 | $1.21K | 0.00% | +53 | New |
| South State Corp. | 55 | $1.25K | 0.00% | +24+77.4% | Added |
| WPG Advisers, LLC | 56 | $1.27K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 57 | $1.30K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 58 | $1.32K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 59 | $1.34K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 63 | $1.43K | 0.01% | −60−48.8% | Reduced |
| S&T Bank | 64 | $1.46K | 0.00% | +38+146.2% | Added |
| HFM Investment Advisors, LLC | 69 | $1.57K | 0.00% | +34+97.1% | Added |
| Arlington Trust Co LLC | 70 | $1.59K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 71 | $1.62K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 73 | $1.66K | 0.00% | +73 | New |
| Hughes Financial Services, LLC | 74 | $1.68K | 0.00% | +9+13.8% | Added |
| McGuire Capital Advisors Inc | 75 | $1.71K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 77 | $1.75K | 0.00% | +77 | New |
| Versant Capital Management, Inc | 86 | $1.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 127 | $2.00K | 0.00% | +24+23.3% | Added |
| Mather Group, LLC. | 89 | $2.03K | 0.00% | +89 | New |
| Sankala Group LLC | 94 | $2.12K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 95 | $2.16K | 0.00% | +20+26.7% | Added |
| Luminist Capital LLC | 100 | $2.27K | 0.00% | +100 | New |
| True Wealth Design, LLC | 102 | $2.32K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 106 | $2.41K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 121 | $2.76K | 0.00% | +1+0.8% | Added |
| Rialto Wealth Management, LLC | 132 | $3.00K | 0.00% | +17+14.8% | Added |
| Creative Capital Management Investments LLC | 133 | $3.03K | 0.00% | +133 | New |
| LifeSteps Financial, Inc. | 150 | $3.41K | 0.00% | +150 | New |
| Private Trust Co NA | 164 | $3.73K | 0.00% | +26+18.8% | Added |
| Prestige Wealth Management Group LLC | 168 | $3.82K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 177 | $3.97K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 180 | $4.11K | 0.00% | +56+45.2% | Added |
| Cape Investment Advisory, Inc. | 192 | $4.37K | 0.00% | +192 | New |
| Whittier Trust Co of Nevada Inc | 197 | $4.47K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 198 | $4.50K | 0.00% | +5+2.6% | Added |
| Hilltop National Bank | 200 | $4.55K | 0.00% | 00.0% | Unchanged |
| Bayban | 200 | $4.55K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 203 | $4.62K | 0.00% | +92+82.9% | Added |
| National Bank of Canada | 205 | $4.67K | 0.00% | +205 | New |
| Central Trust Co | 212 | $4.82K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 222 | $5.05K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 238 | $5.42K | 0.00% | −10−4.0% | Reduced |
| Allied Private Wealth LLC | 243 | $5.52K | 0.00% | +243 | New |
| Clearstead Advisors, LLC | 245 | $5.58K | 0.00% | +109+80.1% | Added |
| Financial Consulate, Inc | 250 | $5.69K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 260 | $5.92K | 0.00% | +260 | New |
| Action Point Financial Planning, LLC | 273 | $6.17K | 0.00% | +273 | New |
| Silver Grove Financial Group, Inc. | 273 | $6.21K | 0.00% | +273 | New |
| Farmers & Merchants Investments Inc | 285 | $6.48K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 344 | $7.83K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 361 | $8.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 400 | $9.10K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 408 | $9.28K | 0.00% | −10−2.4% | Reduced |
| Bank & Trust Co | 420 | $9.55K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 438 | $9.96K | 0.00% | +68+18.4% | Added |
| Kerr Financial Planning Corp | 463 | $10.5K | 0.01% | +5+1.1% | Added |
| Triumph Capital Management | 500 | $11.4K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 500 | $11.4K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 505 | $11.5K | 0.00% | +490+3,266.7% | Added |
| Brown, Lisle/Cummings, Inc. | 536 | $12.2K | 0.00% | −49−8.4% | Reduced |
| Atlantic Union Bankshares Corp | 556 | $12.6K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 570 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 586 | $13.3K | 0.00% | −14−2.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 590 | $13.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 611 | $13.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 618 | $14.1K | 0.00% | +12+2.0% | Added |
| Wall Street Access Asset Management, LLC | 636 | $14.5K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 700 | $15.9K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 712 | $16.2K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 740 | $16.8K | 0.01% | +12+1.6% | Added |
| CVA Family Office, LLC | 744 | $16.9K | 0.00% | +24+3.3% | Added |
| McDonald Partners LLC | 840 | $19.1K | 0.00% | +840 | New |
| Basecamp Wealth Advisors LLC | 852 | $19.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 900 | $20.5K | 0.00% | −1,800−66.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,107 | $25.2K | 0.00% | 00.0% | Unchanged |