| Clal Insurance Enterprises Holdings Ltd | 1 | $0 | 0.00% | −3,260−100.0% | Reduced |
| Avion Wealth | 13 | $0 | 0.00% | −1−7.1% | Reduced |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Beaird Harris Wealth Management, LLC | 0 | $28 | 0.00% | 0 | New |
| Alaska Permanent Fund Corp | 1 | $76 | 0.00% | −11,431−100.0% | Reduced |
| Rakuten Securities, Inc. | 3 | $222 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $297 | 0.00% | −77−95.1% | Reduced |
| Lynx Investment Advisory | 5 | $371 | 0.00% | +5 | New |
| Coppell Advisory Solutions LLC | 7 | $519 | 0.00% | +7 | New |
| Strategic Investment Solutions, Inc. | 7 | $535 | 0.00% | +7 | New |
| Opal Wealth Advisors, LLC | 9 | $668 | 0.00% | +9 | New |
| Versant Capital Management, Inc | 10 | $741 | 0.00% | −37−78.7% | Reduced |
| Dunhill Financial, LLC | 10 | $749 | 0.00% | −6−37.5% | Reduced |
| Cornerstone Planning Group LLC | 11 | $802 | 0.00% | +11 | New |
| Concord Wealth Partners | 12 | $889 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $1.00K | 0.00% | −44−77.2% | Reduced |
| Raleigh Capital Management Inc. | 15 | $1.11K | 0.00% | −10−40.0% | Reduced |
| True Wealth Design, LLC | 17 | $1.26K | 0.00% | +4+30.8% | Added |
| Trust Co of Vermont | 19 | $1.41K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $1.53K | 0.00% | +4+25.0% | Added |
| Central Trust Co | 21 | $1.56K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $1.85K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 25 | $1.85K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 25 | $1.85K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 29 | $2.15K | 0.00% | +26+866.7% | Added |
| Zions Bancorporation, N.A. | 30 | $2.22K | 0.00% | −47−61.0% | Reduced |
| Planning Capital Management Corp | 30 | $2.22K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 33 | $2.45K | 0.00% | +33 | New |
| Koesten, Hirschmann & Crabtree, INC. | 30 | $2.50K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $2.52K | 0.00% | +6+21.4% | Added |
| SJS Investment Consulting Inc. | 36 | $2.67K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 37 | $2.74K | 0.00% | −503−93.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 38 | $2.84K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 42 | $3.12K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 43 | $3.17K | 0.00% | +43 | New |
| Raffa Wealth Management, LLC | 43 | $3.19K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 45 | $3.33K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 50 | $3.71K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $3.71K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $3.71K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 56 | $4.18K | 0.00% | +56 | New |
| Live Oak Investment Partners | – | $4.37K | 0.00% | – | New |
| Bell Investment Advisors, Inc | 59 | $4.37K | 0.00% | −6−9.2% | Reduced |
| First Command Advisory Services, Inc. | 60 | $4.45K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 61 | $4.53K | 0.00% | +23+60.5% | Added |
| Anfield Capital Management, LLC | 63 | $4.67K | 0.00% | +63 | New |
| Frazier Financial Advisors, LLC | 66 | $4.89K | 0.00% | +4+6.5% | Added |
| Arlington Trust Co LLC | 69 | $5.11K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 69 | $5.12K | 0.00% | +15+27.8% | Added |
| ORG Partners LLC | 70 | $5.14K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 70 | $5.19K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 70 | $5.19K | 0.00% | −29−29.3% | Reduced |
| Carolinas Wealth Consulting LLC | 80 | $5.93K | 0.00% | −14−14.9% | Reduced |
| GW&K Investment Management, LLC | 83 | $6.00K | 0.00% | +4+5.1% | Added |
| Allworth Financial LP | 86 | $6.17K | 0.00% | −80−48.2% | Reduced |
| GHP Investment Advisors, Inc. | 84 | $6.23K | 0.00% | +84 | New |
| Washington Trust Co | 85 | $6.26K | 0.00% | +2+2.4% | Added |
| Smithfield Trust Co | 100 | $7.00K | 0.00% | −41−29.1% | Reduced |
| Venturi Wealth Management, LLC | 96 | $7.12K | 0.00% | +36+60.0% | Added |
| South State Corp. | 100 | $7.41K | 0.00% | −29−22.5% | Reduced |
| Wellington Shields Capital Management, LLC | 100 | $7.41K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 104 | $7.71K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 105 | $7.78K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 112 | $8.30K | 0.00% | −770−87.3% | Reduced |
| 1620 Investment Advisors, Inc. | 117 | $8.67K | 0.01% | +117 | New |
| CVA Family Office, LLC | 124 | $9.19K | 0.00% | +14+12.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 130 | $9.64K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 134 | $9.93K | 0.00% | −5−3.6% | Reduced |
| JFS Wealth Advisors, LLC | 143 | $10.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 144 | $10.7K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 180 | $13.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 180 | $13.3K | 0.00% | +91+102.2% | Added |
| REAP Financial Group, LLC | 181 | $13.4K | 0.00% | −109−37.6% | Reduced |
| Millburn Ridgefield Corp | 182 | $13.5K | 0.00% | −3−1.6% | Reduced |
| Catalyst Capital Advisors LLC | 182 | $13.5K | 0.00% | −3−1.6% | Reduced |
| Family Firm, Inc. | 187 | $13.9K | 0.00% | +187 | New |
| First United Bank Trust | 200 | $14.8K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 201 | $14.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 207 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 215 | $16.0K | 0.00% | +144+202.8% | Added |
| Montag A & Associates Inc | 219 | $16.2K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 221 | $16.4K | 0.01% | +221 | New |
| Spire Wealth Management | 225 | $16.7K | 0.00% | −66,441−99.7% | Reduced |
| Bogart Wealth, LLC | 232 | $17.2K | 0.00% | +2+0.9% | Added |
| Whittier Trust Co | 251 | $18.6K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 256 | $19.0K | 0.01% | −8−3.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 250 | $19.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 265 | $19.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 290 | $21.5K | 0.00% | −24−7.6% | Reduced |
| Motco | 290 | $21.5K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 293 | $21.7K | 0.00% | +1+0.3% | Added |
| WR Wealth Planners, LLC | 296 | $21.9K | 0.01% | +212+252.4% | Added |
| Westside Investment Management, Inc. | 300 | $22.2K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 317 | $23.5K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 322 | $23.9K | 0.01% | +88+37.6% | Added |
| AdvisorNet Financial, Inc | 389 | $28.8K | 0.00% | −5−1.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 420 | $31.1K | 0.01% | +190+82.6% | Added |
| MV Capital Management, Inc. | 437 | $32.4K | 0.00% | +288+193.3% | Added |
| JJJ Advisors Inc. | 467 | $34.6K | 0.01% | +28+6.4% | Added |