| Penserra Capital Management LLC | 2 | $0 | 0.00% | +2 | New |
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| SkyView Investment Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 2 | $358 | 0.00% | +1+100.0% | Added |
| Ameritas Advisory Services, LLC | 2 | $358 | 0.00% | +2 | New |
| North Star Investment Management Corp. | 3 | $537 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $537 | 0.00% | +3 | New |
| Piscataqua Savings Bank | 5 | $894 | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 5 | $894 | 0.00% | +5 | New |
| Moisand Fitzgerald Tamayo, LLC | 5 | $895 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $895 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 8 | $1.00K | 0.00% | −2,900−99.7% | Reduced |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | −17−77.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 6 | $1.07K | 0.00% | +6 | New |
| Salem Investment Counselors Inc | 7 | $1.25K | 0.00% | +7 | New |
| Sunbelt Securities, Inc. | 8 | $1.39K | 0.00% | +8 | New |
| Bartlett & Co. Wealth Management LLC | 8 | $1.43K | 0.00% | −2,900−99.7% | Reduced |
| Bellwether Advisors, LLC | 8 | $1.43K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 9 | $1.61K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 9 | $1.61K | 0.00% | +9 | New |
| Carmel Capital Partners, LLC | 9 | $1.61K | 0.00% | +9 | New |
| True Wealth Design, LLC | 9 | $1.61K | 0.00% | +6+200.0% | Added |
| Nalls Sherbakoff Group, LLC | 10 | $1.74K | 0.00% | +10 | New |
| CVA Family Office, LLC | 10 | $1.79K | 0.00% | +5+100.0% | Added |
| Disciplined Investments, LLC | 11 | $1.97K | 0.00% | −8−42.1% | Reduced |
| BerganKDV Wealth Management, LLC | 11 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $2.15K | 0.00% | −3−20.0% | Reduced |
| JNBA Financial Advisors | 13 | $2.33K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 14 | $2.39K | 0.00% | −51−78.5% | Reduced |
| SJS Investment Consulting Inc. | 14 | $2.51K | 0.00% | −7−33.3% | Reduced |
| Raffa Wealth Management, LLC | 15 | $2.68K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $2.86K | 0.00% | +13+433.3% | Added |
| Arlington Partners LLC | 16 | $2.86K | 0.00% | +16 | New |
| Mascoma Wealth Management LLC | 18 | $3.14K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 18 | $3.22K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 21 | $3.76K | 0.00% | +21 | New |
| Natixis | 21 | $3.76K | 0.00% | −1,915−98.9% | Reduced |
| Solstein Capital, LLC | 23 | $4.12K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 128 | $4.13K | 0.00% | −1,106−89.6% | Reduced |
| Abound Wealth Management | 25 | $4.47K | 0.00% | +21+525.0% | Added |
| Versant Capital Management, Inc | 27 | $4.81K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 30 | $5.37K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 31 | $5.55K | 0.00% | −1,360−97.8% | Reduced |
| AdvisorNet Financial, Inc | 31 | $5.55K | 0.00% | −3−8.8% | Reduced |
| Northwest Investment Counselors, LLC | 31 | $5.55K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $5.73K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 32 | $5.73K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 33 | $5.90K | 0.00% | +33 | New |
| Delos Wealth Advisors, LLC | 33 | $5.91K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 34 | $6.10K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 36 | $6.44K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 37 | $6.62K | 0.01% | −13−26.0% | Reduced |
| Westside Investment Management, Inc. | 38 | $6.80K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 38 | $6.86K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 39 | $6.98K | 0.00% | −4−9.3% | Reduced |
| WealthPLAN Partners, LLC | 39 | $6.98K | 0.00% | +39 | New |
| Earnest Partners LLC | 40 | $7.16K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 42 | $7.52K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 53 | $9.48K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 53 | $9.48K | 0.00% | +1+1.9% | Added |
| WR Wealth Planners, LLC | 54 | $9.66K | 0.00% | +54 | New |
| Hollencrest Capital Management | 60 | $10.7K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 62 | $11.0K | 0.00% | −24−27.9% | Reduced |
| Steward Financial Group LLC | 67 | $11.0K | 0.00% | +14+26.4% | Added |
| West Paces Advisors Inc. | 63 | $11.3K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 64 | $11.5K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 68 | $12.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 73 | $13.1K | 0.00% | −5−6.4% | Reduced |
| PEAK6 Investments LLC | 77 | $13.8K | 0.00% | −1,506−95.1% | Reduced |
| FinTrust Capital Advisors, LLC | 79 | $14.3K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 92 | $16.5K | 0.01% | −4−4.2% | Reduced |
| Coston, McIsaac & Partners | 96 | $17.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 97 | $17.4K | 0.00% | −129−57.1% | Reduced |
| Farther Finance Advisors, LLC | 98 | $17.5K | 0.01% | +18+22.5% | Added |
| KB Financial Partners, LLC | 99 | $18.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 101 | $18.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 106 | $19.0K | 0.01% | +4+3.9% | Added |
| Covestor Ltd | 107 | $19.0K | 0.02% | −7−6.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 107 | $19.2K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 126 | $22.5K | 0.00% | −22−14.9% | Reduced |
| Prestige Wealth Management Group LLC | 126 | $22.5K | 0.01% | −17−11.9% | Reduced |
| Baillie Gifford & Co | 132 | $23.6K | 0.00% | +11+9.1% | Added |
| Stonebridge Capital Advisors LLC | 134 | $24.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 136 | $24.3K | 0.02% | −44−24.4% | Reduced |
| South State Corp. | 138 | $24.7K | 0.00% | +78+130.0% | Added |
| MCF Advisors LLC | 138 | $24.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $26.8K | 0.00% | −6−3.8% | Reduced |
| Massmutual Trust Co FSB | 152 | $27.2K | 0.00% | +13+9.4% | Added |
| Belpointe Asset Management LLC | 154 | $27.6K | 0.00% | −11−6.7% | Reduced |
| Clear Street Markets LLC | 158 | $28.0K | 0.01% | +76+92.7% | Added |
| Lindbrook Capital, LLC | 180 | $32.2K | 0.00% | +7+4.0% | Added |
| Federation des caisses Desjardins du Quebec | 186 | $33.3K | 0.00% | −212−53.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 186 | $33.3K | 0.00% | 00.0% | Unchanged |