| Cloud Capital Management, LLC | 8 | $0 | 0.00% | +8 | New |
| Anchor Investment Management, LLC | 2 | $123 | 0.00% | +1+100.0% | Added |
| Transamerica Financial Advisors, Inc. | 2 | $129 | 0.00% | −2−50.0% | Reduced |
| IMA Wealth, Inc. | 2 | $163 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $244 | 0.00% | −4−57.1% | Reduced |
| Valued Wealth Advisors LLC | 3 | $252 | 0.00% | −11−78.6% | Reduced |
| Activest Wealth Management | 4 | $325 | 0.00% | −30−88.2% | Reduced |
| American Capital Advisory, LLC | 4 | $325 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $381 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $406 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 5 | $407 | 0.00% | +5 | New |
| Retirement Wealth Solutions LLC | 5 | $407 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 6 | $488 | 0.00% | −605−99.0% | Reduced |
| South State Corp. | 6 | $488 | 0.00% | −76−92.7% | Reduced |
| HFM Investment Advisors, LLC | 6 | $488 | 0.00% | −1−14.3% | Reduced |
| WestEnd Advisors, LLC | 6 | $488 | 0.00% | +1+20.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $568 | 0.00% | −1−12.5% | Reduced |
| Kozak & Associates, Inc. | 6 | $579 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 7 | $624 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $650 | 0.00% | +1+14.3% | Added |
| Orion Capital Management LLC | 9 | $731 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 9 | $732 | 0.00% | −4−30.8% | Reduced |
| Addison Advisors LLC | 11 | $894 | 0.00% | +11 | New |
| Avion Wealth | 13 | $1.00K | 0.00% | −13−50.0% | Reduced |
| Turning Point Benefit Group, Inc. | 15 | $1.24K | 0.00% | +15 | New |
| Binnacle Investments Inc | 17 | $1.38K | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $1.69K | 0.00% | −5−20.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 21 | $1.72K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 22 | $1.79K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $1.95K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 24 | $1.95K | 0.00% | +24 | New |
| JFS Wealth Advisors, LLC | 25 | $2.03K | 0.00% | −8−24.2% | Reduced |
| Rialto Wealth Management, LLC | 25 | $2.03K | 0.00% | +1+4.2% | Added |
| Meeder Asset Management Inc | 29 | $2.36K | 0.00% | +29 | New |
| Abound Wealth Management | 29 | $2.36K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 30 | $2.44K | 0.00% | +2+7.1% | Added |
| CVA Family Office, LLC | 33 | $2.68K | 0.00% | −235−87.7% | Reduced |
| MV Capital Management, Inc. | 35 | $2.84K | 0.00% | −385−91.7% | Reduced |
| Hara Capital LLC | 35 | $2.84K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 38 | $3.09K | 0.00% | +17+81.0% | Added |
| Fortitude Family Office, LLC | 39 | $3.17K | 0.00% | +4+11.4% | Added |
| Sachetta, LLC | 43 | $3.49K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 45 | $3.66K | 0.00% | −7−13.5% | Reduced |
| Capital Advisors, Ltd. LLC | 54 | $4.00K | 0.00% | +34+170.0% | Added |
| AdvisorNet Financial, Inc | 51 | $4.14K | 0.00% | −2−3.8% | Reduced |
| Wealthspire Advisors, LLC | 53 | $4.31K | 0.00% | +53 | New |
| Robinswood Financial LLC | 55 | $4.47K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 56 | $4.55K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 60 | $4.88K | 0.00% | +2+3.4% | Added |
| Ogorek Anthony Joseph | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 63 | $5.12K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 64 | $5.20K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 64 | $5.23K | 0.00% | −386−85.8% | Reduced |
| Hantz Financial Services, Inc. | 78 | $6.00K | 0.00% | +68+680.0% | Added |
| Vermillion Wealth Management, Inc. | 94 | $7.64K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 98 | $7.97K | 0.00% | +1+1.0% | Added |
| WPG Advisers, LLC | 99 | $8.04K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 100 | $8.13K | 0.00% | −30−23.1% | Reduced |
| Trust Co of Toledo NA | 100 | $8.13K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 100 | $8.13K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 100 | $8.13K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 102 | $8.27K | 0.00% | +1+1.0% | Added |
| Sound Income Strategies, LLC | 102 | $8.29K | 0.00% | +102 | New |
| Sunbelt Securities, Inc. | 103 | $8.39K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 4,966 | $8.45K | 0.00% | +21+0.4% | Added |
| Brown Brothers Harriman & Co | 104 | $8.45K | 0.00% | −106−50.5% | Reduced |
| West Branch Capital LLC | 105 | $8.54K | 0.00% | +1+1.0% | Added |
| Geneos Wealth Management Inc. | 106 | $8.63K | 0.00% | −165−60.9% | Reduced |
| Farmers & Merchants Investments Inc | 108 | $8.78K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 110 | $8.94K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 111 | $9.02K | 0.00% | +30+37.0% | Added |
| Private Wealth Asset Management, LLC | 113 | $9.18K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 116 | $9.43K | 0.00% | −1−0.9% | Reduced |
| RMG Wealth Management LLC | 100 | $9.43K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 120 | $9.75K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 120 | $9.75K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 122 | $9.91K | 0.00% | +44+56.4% | Added |
| GW&K Investment Management, LLC | 127 | $10.0K | 0.00% | +36+39.6% | Added |
| Bell Investment Advisors, Inc | 126 | $10.2K | 0.00% | −66−34.4% | Reduced |
| Bryn Mawr Trust Co | 130 | $10.6K | 0.00% | −129−49.8% | Reduced |
| Larson Financial Group LLC | 135 | $11.0K | 0.00% | +79+141.1% | Added |
| Zions Bancorporation, National Association | 145 | $11.8K | 0.00% | +12+9.0% | Added |
| Wall Street Access Asset Management, LLC | 175 | $14.2K | 0.00% | +175 | New |
| Principal Securities, Inc. | 179 | $14.6K | 0.00% | +21+13.3% | Added |
| Mather Group, LLC. | 183 | $14.8K | 0.00% | +183 | New |
| Smartleaf Asset Management LLC | 180 | $14.8K | 0.00% | +59+48.8% | Added |
| Hemington Wealth Management | 188 | $15.0K | 0.00% | −16−7.8% | Reduced |
| Clearstead Advisors, LLC | 191 | $15.5K | 0.00% | +6+3.2% | Added |
| United Community Bank | 193 | $15.7K | 0.00% | +193 | New |
| Riverview Trust Co | 195 | $15.8K | 0.02% | 00.0% | Unchanged |
| Trust Co | 200 | $16.3K | 0.00% | +200 | New |
| Raiffeisen Bank International AG | 204 | $16.8K | 0.00% | −2,908−93.4% | Reduced |
| TD Waterhouse Canada Inc. | 213 | $17.6K | 0.00% | −94−30.6% | Reduced |
| TD Private Client Wealth LLC | 220 | $17.9K | 0.00% | +3+1.4% | Added |
| Ancora Advisors, LLC | 225 | $18.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 253 | $20.6K | 0.00% | +47+22.8% | Added |
| Ameritas Advisory Services, LLC | 280 | $22.8K | 0.00% | −83−22.9% | Reduced |
| Rakuten Securities, Inc. | 305 | $24.8K | 0.01% | −176−36.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 311 | $25.3K | 0.00% | +311 | New |
| CoreCap Advisors, LLC | 315 | $25.6K | 0.00% | +300+2,000.0% | Added |
