| Capital Advisors, Ltd. LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $0 | 0.00% | +12 | New |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Darwin Advisors, LLC | 0 | $36 | 0.00% | 0 | New |
| MV Capital Management, Inc. | 1 | $43 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 2 | $85 | 0.00% | −34−94.4% | Reduced |
| Activest Wealth Management | 2 | $85 | 0.00% | +2 | New |
| Bartlett & Co. Wealth Management LLC | 3 | $127 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $127 | 0.00% | +3 | New |
| GHP Investment Advisors, Inc. | 3 | $128 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 4 | $170 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 6 | $291 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 7 | $296 | 0.00% | +7 | New |
| Sachetta, LLC | 7 | $297 | 0.00% | +7 | New |
| Motco | 9 | $381 | 0.00% | +9 | New |
| Abound Wealth Management | 10 | $424 | 0.00% | −160−94.1% | Reduced |
| Central Trust Co | 11 | $466 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $508 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 12 | $508 | 0.00% | +12 | New |
| Highland Investment Advisors LLC | 12 | $508 | 0.00% | +12 | New |
| Quaker Wealth Management, LLC | 12 | $509 | 0.00% | −4−25.0% | Reduced |
| Zions Bancorporation, National Association | 13 | $551 | 0.00% | +6+85.7% | Added |
| Caitong International Asset Management Co., Ltd | 18 | $762 | 0.00% | −4,767−99.6% | Reduced |
| American Capital Advisory, LLC | 18 | $763 | 0.00% | +8+80.0% | Added |
| LRI Investments, LLC | 21 | $889 | 0.00% | +21 | New |
| DecisionPoint Financial, LLC | 23 | $961 | 0.00% | +10+76.9% | Added |
| SHP Wealth Management | 25 | $1.06K | 0.00% | −3−10.7% | Reduced |
| Raffa Wealth Management, LLC | 26 | $1.10K | 0.00% | +23+766.7% | Added |
| JPL Wealth Management, LLC | 29 | $1.23K | 0.00% | −60−67.4% | Reduced |
| Hughes Financial Services, LLC | 31 | $1.31K | 0.00% | +21+210.0% | Added |
| Principia Wealth Advisory, LLC | 32 | $1.35K | 0.00% | −3−8.6% | Reduced |
| Planning Strategies Inc. | 32 | $1.35K | 0.00% | +32 | New |
| Creative Financial Designs Inc | 33 | $1.40K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 33 | $1.40K | 0.00% | +29+725.0% | Added |
| South State Corp. | 34 | $1.44K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 35 | $1.48K | 0.00% | −5−12.5% | Reduced |
| HFM Investment Advisors, LLC | 51 | $2.16K | 0.00% | +22+75.9% | Added |
| Manchester Capital Management LLC | 52 | $2.20K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 55 | $2.33K | 0.00% | −23−29.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 56 | $2.37K | 0.00% | +3+5.7% | Added |
| Signature Equity Partners, LLC | 59 | $2.50K | 0.00% | +59 | New |
| Bay Harbor Wealth Management, LLC | 62 | $2.63K | 0.00% | +21+51.2% | Added |
| North Star Investment Management Corp. | 74 | $3.13K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 85 | $3.60K | 0.00% | +19+28.8% | Added |
| Rossby Financial, LCC | 88 | $3.73K | 0.00% | +24+37.5% | Added |
| Creative Capital Management Investments LLC | 89 | $3.77K | 0.00% | +89 | New |
| Optiver Holding B.V. | 91 | $3.85K | 0.00% | +91 | New |
| Ronald Blue Trust, Inc. | 93 | $3.94K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 100 | $4.24K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 104 | $4.40K | 0.00% | +13+14.3% | Added |
| Atlas Capital Advisors LLC | 107 | $4.53K | 0.00% | +107 | New |
| Rialto Wealth Management, LLC | 112 | $4.74K | 0.00% | +37+49.3% | Added |
| Albion Financial Group | 113 | $4.79K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 108 | $5.00K | 0.00% | +108 | New |
| Parkside Financial Bank & Trust | 119 | $5.04K | 0.00% | +42+54.5% | Added |
| Cromwell Holdings LLC | 125 | $5.29K | 0.00% | +65+108.3% | Added |
| WPG Advisers, LLC | 130 | $5.51K | 0.00% | +8+6.6% | Added |
| Massmutual Trust Co FSB | 135 | $5.72K | 0.00% | +60+80.0% | Added |
| Transamerica Financial Advisors, Inc. | 150 | $6.35K | 0.00% | +75+100.0% | Added |
| Private Wealth Management Group, LLC | 150 | $6.35K | 0.00% | +93+163.2% | Added |
| Quent Capital, LLC | 152 | $6.44K | 0.00% | +10+7.0% | Added |
| Vermillion Wealth Management, Inc. | 161 | $6.82K | 0.00% | −29−15.3% | Reduced |
| Private Trust Co NA | 164 | $6.95K | 0.00% | −8−4.7% | Reduced |
| Mather Group, LLC. | 178 | $7.54K | 0.00% | +178 | New |
| Bare Financial Services, Inc | 181 | $7.67K | 0.00% | +151+503.3% | Added |
| Fortitude Family Office, LLC | 186 | $7.88K | 0.00% | −3−1.6% | Reduced |
| Covestor Ltd | 194 | $8.00K | 0.00% | +2+1.0% | Added |
| Marquette Asset Management, LLC | 190 | $8.05K | 0.00% | −241−55.9% | Reduced |
| Meeder Asset Management Inc | 223 | $9.44K | 0.00% | +8+3.7% | Added |
| Country Trust Bank | 225 | $9.53K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 232 | $9.83K | 0.00% | +117+101.7% | Added |
| CX Institutional | 243 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 243 | $10.3K | 0.00% | +243 | New |
| Quantbot Technologies LP | 246 | $10.4K | 0.00% | −25,875−99.1% | Reduced |
| Picton Mahoney Asset Management | 246 | $10.4K | 0.00% | +246 | New |
| Bell Investment Advisors, Inc | 249 | $10.5K | 0.00% | −2−0.8% | Reduced |
| Morse Asset Management, Inc | 250 | $10.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 265 | $11.2K | 0.00% | +19+7.7% | Added |
| Golden State Wealth Management, LLC | 270 | $11.4K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 281 | $11.9K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 300 | $12.5K | 0.00% | +300 | New |
| CVA Family Office, LLC | 311 | $13.2K | 0.00% | +64+25.9% | Added |
| Anchor Investment Management, LLC | 318 | $13.5K | 0.00% | +318 | New |
| Farmers & Merchants Investments Inc | 325 | $13.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 350 | $14.8K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 369 | $15.6K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 371 | $15.7K | 0.00% | +79+27.1% | Added |
| Acumen Wealth Advisors, LLC | 385 | $16.3K | 0.00% | +45+13.2% | Added |
| Phillip James Consulting Co. | 397 | $16.8K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 400 | $16.9K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 402 | $17.0K | 0.00% | +20+5.2% | Added |
| Financial Network Wealth Advisors LLC | 411 | $17.4K | 0.02% | −37−8.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 413 | $17.5K | 0.00% | +26+6.7% | Added |
| IFP Advisors, Inc | 419 | $17.7K | 0.00% | −240−36.4% | Reduced |
| Regatta Research & Money Management | 427 | $18.1K | 0.02% | +427 | New |
| Whittier Trust Co of Nevada Inc | 448 | $18.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 460 | $19.5K | 0.00% | +170+58.6% | Added |
| Nomura Asset Management Co Ltd | 520 | $22.0K | 0.00% | −934−64.2% | Reduced |
| UMA Financial Services, Inc. | 523 | $22.1K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 578 | $24.5K | 0.01% | +578 | New |