| Rakuten Securities, Inc. | 1 | $87 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 2 | $174 | 0.00% | −32−94.1% | Reduced |
| Abound Wealth Management | 4 | $349 | 0.00% | −2−33.3% | Reduced |
| West Branch Capital LLC | 5 | $436 | 0.00% | 00.0% | Unchanged |
| American National Bank | 6 | $518 | 0.00% | +6 | New |
| Sofos Investments, Inc. | 6 | $522 | 0.00% | +6 | New |
| Halbert Hargrove Global Advisors, LLC | 6 | $523 | 0.00% | +6 | New |
| Perkins Coie Trust Co | 7 | $609 | 0.00% | +7 | New |
| Logan Capital Management Inc | 7 | $610 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 8 | $697 | 0.00% | −2−20.0% | Reduced |
| Wood Tarver Financial Group, LLC | 9 | $784 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 10 | $870 | 0.00% | +10 | New |
| Roble, Belko & Company, Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 14 | $1.22K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 14 | $1.26K | 0.00% | +14 | New |
| Mattson Financial Services, LLC | 15 | $1.30K | 0.00% | +15 | New |
| Keystone Financial Group, Inc. | 15 | $1.36K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 16 | $1.42K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 17 | $1.48K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 18 | $1.57K | 0.00% | −108−85.7% | Reduced |
| First Command Advisory Services, Inc. | 19 | $1.65K | 0.00% | +19 | New |
| Zions Bancorporation, National Association | 20 | $1.74K | 0.00% | +20 | New |
| McIlrath & Eck, LLC | 21 | $1.83K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 21 | $1.83K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22 | $1.91K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 22 | $1.92K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 30 | $2.30K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 27 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $2.52K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 30 | $2.61K | 0.00% | +13+76.5% | Added |
| Brown, Lisle/Cummings, Inc. | 30 | $2.61K | 0.00% | +30 | New |
| CVA Family Office, LLC | 32 | $2.79K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 32 | $2.81K | 0.00% | +32 | New |
| Hazlett, Burt & Watson, Inc. | 40 | $3.00K | 0.00% | −77−65.8% | Reduced |
| Penserra Capital Management LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 36 | $3.10K | 0.00% | +36 | New |
| Plato Investment Management Ltd | 36 | $3.17K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 37 | $3.22K | 0.00% | −34−47.9% | Reduced |
| Bruce G. Allen Investments, LLC | 37 | $3.22K | 0.00% | −1−2.6% | Reduced |
| HighMark Wealth Management LLC | 38 | $3.32K | 0.00% | +6+18.8% | Added |
| Cornerstone Planning Group LLC | 41 | $3.64K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 45 | $3.92K | 0.00% | +45 | New |
| Salem Investment Counselors Inc | 45 | $3.92K | 0.00% | +41+1,025.0% | Added |
| GW&K Investment Management, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 48 | $4.00K | 0.00% | +48 | New |
| Highline Wealth Partners LLC | 46 | $4.00K | 0.00% | +46 | New |
| Umb Bank N A | 48 | $4.18K | 0.00% | −46−48.9% | Reduced |
| Skopos Labs, Inc. | 53 | $4.61K | 0.00% | +40+307.7% | Added |
| Cherry Tree Wealth Management, LLC | 57 | $4.96K | 0.00% | +57 | New |
| Atala Financial Inc | 62 | $5.40K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 64 | $5.57K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 72 | $6.27K | 0.00% | −10−12.2% | Reduced |
| AdvisorNet Financial, Inc | 75 | $6.53K | 0.00% | +75 | New |
| Inlight Wealth Management, LLC | 75 | $6.53K | 0.00% | +75 | New |
| Financial Perspectives, Inc | 79 | $6.88K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 80 | $6.96K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 82 | $7.14K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 82 | $7.14K | 0.00% | +82 | New |
| MCF Advisors LLC | 84 | $7.31K | 0.00% | +42+100.0% | Added |
| Wealth Preservation Advisors, LLC | 86 | $7.49K | 0.01% | +86 | New |
| Beacon Capital Management, LLC | 97 | $8.41K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $8.69K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 100 | $8.70K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $8.70K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 111 | $9.69K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 112 | $9.75K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 114 | $10.0K | 0.00% | +114 | New |
| WPG Advisers, LLC | 119 | $10.4K | 0.01% | −127−51.6% | Reduced |
| Rothschild Investment LLC | 123 | $10.7K | 0.00% | +62+101.6% | Added |
| IFP Advisors, Inc | 127 | $11.1K | 0.00% | −6−4.5% | Reduced |
| WealthCollab, LLC | 127 | $11.1K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 131 | $11.4K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 139 | $12.0K | 0.01% | +139 | New |
| Albion Financial Group | 144 | $12.5K | 0.00% | −91−38.7% | Reduced |
| Kiker Wealth Management, LLC | 149 | $13.0K | 0.01% | +149 | New |
| Parkside Financial Bank & Trust | 156 | $13.6K | 0.00% | +24+18.2% | Added |
| Park Square Financial Group, LLC | 159 | $13.8K | 0.01% | −42−20.9% | Reduced |
| Capital Advisors, Ltd. LLC | 189 | $16.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 194 | $16.8K | 0.00% | −535−73.4% | Reduced |
| TCTC Holdings, LLC | 208 | $18.1K | 0.00% | −27−11.5% | Reduced |
| Capital A Wealth Management, LLC | 209 | $18.2K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 216 | $18.8K | 0.01% | +216 | New |
| Laurel Wealth Advisors LLC | 220 | $19.1K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 224 | $19.5K | 0.02% | −39−14.8% | Reduced |
| First Horizon Advisors, Inc. | 225 | $19.6K | 0.00% | +7+3.2% | Added |
| Loomis Sayles & Co L P | 233 | $20.0K | 0.00% | +33+16.5% | Added |
| Harbour Investments, Inc. | 273 | $23.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 276 | $24.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 284 | $24.7K | 0.00% | −57−16.7% | Reduced |
| Assetmark, Inc | 284 | $24.7K | 0.00% | +147+107.3% | Added |
| Washington Trust Co | 300 | $26.1K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 300 | $26.1K | 0.02% | +2+0.7% | Added |
| West Paces Advisors Inc. | 320 | $27.9K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 324 | $28.0K | 0.00% | +324 | New |
| Mather Group, LLC. | 329 | $28.6K | 0.00% | +5+1.5% | Added |
| Whittier Trust Co | 337 | $29.3K | 0.00% | −239−41.5% | Reduced |
| Elequin Capital LP | 345 | $30.0K | 0.01% | +83+31.7% | Added |
| Asset Dedication, LLC | 350 | $30.4K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 350 | $30.5K | 0.00% | −4−1.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 365 | $31.8K | 0.00% | −139−27.6% | Reduced |