| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Truvestments Capital LLC | 0 | $49 | 0.00% | 0 | Unchanged |
| Measured Wealth Private Client Group, LLC | 1 | $84 | 0.00% | +1 | New |
| Glen Eagle Advisors, LLC | 3 | $395 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $527 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $527 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 4 | $528 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $528 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 4 | $549 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 5 | $659 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $659 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $687 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $923 | 0.00% | +5+250.0% | Added |
| North Star Investment Management Corp. | 9 | $1.19K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 9 | $1.19K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $1.19K | 0.00% | +9 | New |
| TFC Financial Management | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 12 | $1.58K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 12 | $1.58K | 0.00% | +12 | New |
| Cape Investment Advisory, Inc. | 16 | $2.11K | 0.00% | −410−96.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 20 | $2.44K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 20 | $2.63K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 20 | $2.63K | 0.00% | +20 | New |
| Winch Advisory Services, LLC | 22 | $2.90K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 30 | $3.95K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 30 | $3.95K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 33 | $4.35K | 0.00% | +33 | New |
| Caitlin John, LLC | 33 | $4.35K | 0.00% | +33 | New |
| Smartleaf Asset Management LLC | 36 | $4.85K | 0.00% | +36 | New |
| Salem Investment Counselors Inc | 40 | $5.27K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 40 | $5.27K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 45 | $5.93K | 0.00% | −2−4.3% | Reduced |
| UMA Financial Services, Inc. | 47 | $6.19K | 0.00% | +11+30.6% | Added |
| Brown, Lisle/Cummings, Inc. | 50 | $6.59K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $6.59K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 50 | $6.59K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $6.59K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 50 | $6.59K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 50 | $6.59K | 0.00% | +45+900.0% | Added |
| Orion Capital Management LLC | 52 | $6.85K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 52 | $6.85K | 0.00% | +49+1,633.3% | Added |
| Evelyn Partners Investment Management LLP | 54 | $7.12K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 63 | $8.30K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 63 | $8.30K | 0.00% | +16+34.0% | Added |
| Highline Wealth Partners LLC | 69 | $9.09K | 0.00% | +21+43.8% | Added |
| TSFG, LLC | 73 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 80 | $10.5K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 100 | $13.1K | 0.01% | −1−1.0% | Reduced |
| Country Trust Bank | 100 | $13.2K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 100 | $13.2K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 100 | $13.2K | 0.01% | +100 | New |
| Gordian Capital Singapore Pte Ltd | 100 | $13.2K | 0.02% | +100 | New |
| Clearstead Advisors, LLC | 104 | $13.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 105 | $13.8K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 112 | $14.8K | 0.01% | +104+1,300.0% | Added |
| Solstein Capital, LLC | 114 | $15.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 143 | $15.1K | 0.00% | +143 | New |
| First Command Advisory Services, Inc. | 115 | $15.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 118 | $15.5K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 120 | $15.8K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 120 | $15.8K | 0.01% | +120 | New |
| Huntington National Bank | 121 | $15.9K | 0.00% | +20+19.8% | Added |
| SWAN Capital LLC | 122 | $16.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 128 | $16.9K | 0.00% | +41+47.1% | Added |
| Harbour Investments, Inc. | 130 | $17.1K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 135 | $17.8K | 0.01% | +93+221.4% | Added |
| Global X Japan Co., Ltd. | 145 | $19.1K | 0.00% | −22−13.2% | Reduced |
| Prestige Wealth Management Group LLC | 148 | $19.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 149 | $19.6K | 0.00% | +14+10.4% | Added |
| Financial Management Professionals, Inc. | 157 | $20.7K | 0.00% | +31+24.6% | Added |
| First Horizon Corp | 164 | $21.6K | 0.00% | +164 | New |
| Bellevue Asset Management, LLC | 170 | $22.4K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $24.1K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 185 | $24.4K | 0.02% | +145+362.5% | Added |
| TD Waterhouse Canada Inc. | 180 | $24.8K | 0.00% | −62−25.6% | Reduced |
| Sunbelt Securities, Inc. | 190 | $25.0K | 0.00% | −1,902−90.9% | Reduced |
| Creative Financial Designs Inc | 200 | $26.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $26.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 200 | $26.4K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 235 | $31.0K | 0.00% | −14,798−98.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 240 | $31.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 244 | $32.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 257 | $33.9K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 260 | $34.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 300 | $39.5K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 325 | $42.8K | 0.02% | 00.0% | Unchanged |
| Binnacle Investments Inc | 340 | $44.8K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 340 | $44.8K | 0.00% | +134+65.0% | Added |
| Wealthspire Advisors, LLC | 360 | $47.4K | 0.00% | +360 | New |
| Ameritas Advisory Services, LLC | 375 | $49.4K | 0.00% | +372+12,400.0% | Added |
| Farther Finance Advisors, LLC | 386 | $50.9K | 0.00% | +74+23.7% | Added |
| Steward Partners Investment Advisory, LLC | 400 | $52.7K | 0.00% | −184−31.5% | Reduced |
| Sycomore Asset Management | 600 | $62.0K | 0.01% | +600 | New |
| Grove Bank & Trust | 519 | $68.4K | 0.01% | −107−17.1% | Reduced |
| Accent Capital Management, LLC | 550 | $72.5K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 567 | $74.7K | 0.00% | −451−44.3% | Reduced |
| Global Retirement Partners, LLC | 589 | $77.6K | 0.00% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 606 | $79.9K | 0.00% | +606 | New |
| Close Asset Management Ltd | 650 | $86.0K | 0.00% | 00.0% | Unchanged |