| Capital Advisors, Ltd. LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $36 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $55 | 0.00% | −1−50.0% | Reduced |
| HFM Investment Advisors, LLC | 2 | $73 | 0.00% | −1−33.3% | Reduced |
| GHP Investment Advisors, Inc. | 3 | $110 | 0.00% | +3 | New |
| Ameriflex Group, Inc. | 4 | $146 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 5 | $182 | 0.00% | −76−93.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 5 | $182 | 0.00% | −57−91.9% | Reduced |
| TD Private Client Wealth LLC | 5 | $182 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 6 | $218 | 0.00% | −2−25.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $219 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 7 | $255 | 0.00% | +7 | New |
| Cullen/Frost Bankers, Inc. | 8 | $278 | 0.00% | −586−98.7% | Reduced |
| Ankerstar Wealth, LLC | 8 | $291 | 0.00% | −7−46.7% | Reduced |
| SJS Investment Consulting Inc. | 8 | $292 | 0.00% | +3+60.0% | Added |
| American Capital Advisory, LLC | 10 | $364 | 0.00% | +10 | New |
| Crewe Advisors LLC | 13 | $474 | 0.00% | +13 | New |
| Bruce G. Allen Investments, LLC | 14 | $509 | 0.00% | −5−26.3% | Reduced |
| Breakwater Investment Management | 14 | $510 | 0.00% | +14 | New |
| Zions Bancorporation, National Association | 15 | $546 | 0.00% | +15 | New |
| JPL Wealth Management, LLC | 15 | $546 | 0.00% | +15 | New |
| Golden State Equity Partners | 15 | $562 | 0.00% | +15 | New |
| Private Wealth Management Group, LLC | 17 | $619 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 20 | $728 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 23 | $837 | 0.00% | +23 | New |
| Avion Wealth | 42 | $1.00K | 0.00% | +1+2.4% | Added |
| Rialto Wealth Management, LLC | 30 | $1.09K | 0.00% | +10+50.0% | Added |
| North Star Investment Management Corp. | 30 | $1.09K | 0.00% | +30 | New |
| JFS Wealth Advisors, LLC | 31 | $1.13K | 0.00% | −14−31.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 32 | $1.16K | 0.00% | −2−5.9% | Reduced |
| Globeflex Capital L P | 38 | $1.38K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $1.64K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 45 | $1.64K | 0.00% | +45 | New |
| Ares Financial Consulting, LLC | 55 | $2.01K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 57 | $2.08K | 0.00% | +57 | New |
| CVA Family Office, LLC | 59 | $2.15K | 0.00% | +16+37.2% | Added |
| Cornerstone Financial Management LLC | 71 | $2.58K | 0.00% | +17+31.5% | Added |
| Essential Partners LLC | 75 | $2.73K | 0.00% | −13−14.8% | Reduced |
| Caitlin John, LLC | 85 | $3.09K | 0.00% | +2+2.4% | Added |
| IMA Wealth, Inc. | 100 | $3.64K | 0.00% | −6−5.7% | Reduced |
| Rothschild Investment LLC | 112 | $4.08K | 0.00% | +25+28.7% | Added |
| Assetmark, Inc | 120 | $4.37K | 0.00% | +98+445.5% | Added |
| Fortitude Family Office, LLC | 123 | $4.48K | 0.00% | +1+0.8% | Added |
| Bare Financial Services, Inc | 125 | $4.55K | 0.00% | −88−41.3% | Reduced |
| SRS Capital Advisors, Inc. | 129 | $4.70K | 0.00% | −71−35.5% | Reduced |
| Gables Capital Management Inc. | 137 | $4.99K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 137 | $4.99K | 0.00% | +14+11.4% | Added |
| Brown Brothers Harriman & Co | 138 | $5.02K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 166 | $6.04K | 0.00% | +166 | New |
| Root Financial Partners, LLC | 177 | $6.44K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 186 | $6.77K | 0.00% | +36+24.0% | Added |
| Valley National Advisers Inc | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 195 | $7.10K | 0.00% | +195 | New |
| Caldwell Sutter Capital, Inc. | 226 | $8.22K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 235 | $8.57K | 0.00% | +24+11.4% | Added |
| Geneos Wealth Management Inc. | 238 | $8.66K | 0.00% | +7+3.0% | Added |
| Aspect Partners, LLC | 250 | $9.10K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 265 | $9.64K | 0.00% | +265 | New |
| First Community Trust NA | 300 | $10.9K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 300 | $10.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 315 | $11.0K | 0.01% | −306−49.3% | Reduced |
| HM Payson & Co | 355 | $12.9K | 0.00% | −321−47.5% | Reduced |
| CoreFirst Bank & Trust | 395 | $14.4K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 407 | $14.8K | 0.00% | +407 | New |
| Pinnacle Wealth Planning Services, Inc. | 413 | $15.0K | 0.00% | −801−66.0% | Reduced |
| Bessemer Group Inc | 440 | $16.0K | 0.00% | −110−20.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 450 | $16.4K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 505 | $18.4K | 0.00% | +505 | New |
| Richardson Capital Management LLC | 508 | $18.5K | 0.01% | −12−2.3% | Reduced |
| Larson Financial Group LLC | 556 | $20.2K | 0.00% | +142+34.3% | Added |
| Sunbelt Securities, Inc. | 630 | $22.9K | 0.00% | −8−1.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 633 | $23.0K | 0.00% | +512+423.1% | Added |
| Umb Bank N A | 645 | $23.5K | 0.00% | +354+121.6% | Added |
| Smartleaf Asset Management LLC | 681 | $24.2K | 0.00% | −1,125−62.3% | Reduced |
| V-Square Quantitative Management LLC | 668 | $24.3K | 0.00% | +74+12.5% | Added |
| Massmutual Trust Co FSB | 673 | $24.5K | 0.00% | +500+289.0% | Added |
| True Link Financial Advisors, LLC | 680 | $24.7K | 0.00% | +680 | New |
| Triumph Capital Management | 700 | $25.5K | 0.01% | −150−17.6% | Reduced |
| Scarborough Advisors, LLC | 751 | $27.3K | 0.00% | +19+2.6% | Added |
| Community Bank, N.A. | 763 | $27.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 770 | $28.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 818 | $29.8K | 0.00% | +31+3.9% | Added |
| IFP Advisors, Inc | 1,034 | $37.6K | 0.00% | −26−2.5% | Reduced |
| Versant Capital Management, Inc | 1,098 | $40.0K | 0.00% | +976+800.0% | Added |
| MCF Advisors LLC | 1,109 | $40.4K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,158 | $42.1K | 0.00% | −696−37.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,212 | $43.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,269 | $46.0K | 0.00% | +1,049+476.8% | Added |
| Huntington National Bank | 1,330 | $48.4K | 0.00% | +76+6.1% | Added |
| Atlantic Union Bankshares Corp | 1,449 | $52.7K | 0.00% | +174+13.6% | Added |
| SHP Wealth Management | 1,631 | $59.4K | 0.00% | +60+3.8% | Added |
| Measured Wealth Private Client Group, LLC | 1,720 | $62.6K | 0.02% | −42−2.4% | Reduced |
| GAMMA Investing LLC | 1,868 | $68.0K | 0.00% | +518+38.4% | Added |
| Quadrant Capital Group LLC | 1,921 | $69.9K | 0.00% | −5,874−75.4% | Reduced |
| Farther Finance Advisors, LLC | 1,991 | $72.8K | 0.00% | +259+15.0% | Added |
| Sound Income Strategies, LLC | 1,993 | $72.9K | 0.00% | +4+0.2% | Added |
| SBI Securities Co., Ltd. | 2,053 | $74.7K | 0.00% | +557+37.2% | Added |
| WealthCollab, LLC | 2,072 | $75.4K | 0.03% | +372+21.9% | Added |
| KBC Group NV | 2,258 | $82.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,376 | $86.5K | 0.01% | 00.0% | Unchanged |
