| Clal Insurance Enterprises Holdings Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $0 | 0.00% | −6−46.2% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Annapolis Financial Services, LLC | 0 | $35 | 0.00% | 0 | New |
| Alaska Permanent Fund Corp | 1 | $86 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2 | $172 | 0.00% | +2 | New |
| Capital Performance Advisors LLP | 2 | $172 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 3 | $257 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 4 | $343 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 4 | $344 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 4 | $344 | 0.00% | +4 | New |
| TFC Financial Management | 5 | $429 | 0.00% | +5 | New |
| Coppell Advisory Solutions LLC | 7 | $599 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 7 | $601 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 8 | $686 | 0.00% | +8 | New |
| Versant Capital Management, Inc | 10 | $858 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $895 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 14 | $1.00K | 0.00% | +14 | New |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | +8 | New |
| Sachetta, LLC | 16 | $1.37K | 0.00% | −4−20.0% | Reduced |
| True Wealth Design, LLC | 17 | $1.46K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 18 | $1.54K | 0.00% | +18 | New |
| Salem Investment Counselors Inc | 18 | $1.54K | 0.00% | +18 | New |
| Johnson Financial Group, Inc. | 20 | $1.72K | 0.00% | −13−39.4% | Reduced |
| Raleigh Capital Management Inc. | 20 | $1.72K | 0.00% | +5+33.3% | Added |
| Larson Financial Group LLC | 22 | $1.89K | 0.00% | −15−40.5% | Reduced |
| First PREMIER Bank | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 19 | $2.00K | 0.00% | +6+46.2% | Added |
| Atlas Capital Advisors LLC | 25 | $2.15K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $2.15K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 25 | $2.15K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 29 | $2.47K | 0.00% | +8+38.1% | Added |
| Frazier Financial Advisors, LLC | 30 | $2.57K | 0.00% | −36−54.5% | Reduced |
| Dunhill Financial, LLC | 31 | $2.65K | 0.00% | +21+210.0% | Added |
| Legacy Investment Solutions, LLC | 33 | $2.81K | 0.00% | +33 | New |
| Legacy Wealth Managment, LLC | 33 | $2.81K | 0.00% | +33 | New |
| DiNuzzo Private Wealth, Inc. | 34 | $2.92K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 36 | $3.09K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 42 | $3.60K | 0.00% | −1−2.3% | Reduced |
| Abound Wealth Management | 42 | $3.61K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 43 | $3.69K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 44 | $3.78K | 0.00% | −512−92.1% | Reduced |
| Stone House Investment Management, LLC | 45 | $3.86K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 47 | $4.04K | 0.00% | −14−23.0% | Reduced |
| Anchor Investment Management, LLC | 50 | $4.29K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $4.29K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 50 | $4.29K | 0.00% | +21+72.4% | Added |
| Bell Investment Advisors, Inc | 51 | $4.38K | 0.00% | −8−13.6% | Reduced |
| Live Oak Investment Partners | – | $5.06K | 0.00% | – | – |
| Caldwell Sutter Capital, Inc. | 60 | $5.15K | 0.00% | +10+20.0% | Added |
| Anfield Capital Management, LLC | 63 | $5.41K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 69 | $5.92K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 70 | $6.01K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 70 | $6.01K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 70 | $6.01K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 80 | $6.86K | 0.00% | −21,485−99.6% | Reduced |
| Peterson Wealth Services | 80 | $6.86K | 0.00% | +80 | New |
| Carolinas Wealth Consulting LLC | 85 | $7.29K | 0.00% | +5+6.3% | Added |
| Washington Trust Co | 88 | $7.55K | 0.00% | +3+3.5% | Added |
| Allworth Financial LP | 93 | $7.99K | 0.00% | +7+8.1% | Added |
| GW&K Investment Management, LLC | 90 | $8.00K | 0.00% | +7+8.4% | Added |
| Trust Co of Vermont | 98 | $8.41K | 0.00% | +79+415.8% | Added |
| South State Corp. | 100 | $8.58K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 100 | $8.58K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 104 | $8.92K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 105 | $9.01K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 105 | $9.01K | 0.00% | +105 | New |
| Fortitude Family Office, LLC | 107 | $9.18K | 0.00% | −37−25.7% | Reduced |
| Zions Bancorporation, N.A. | 107 | $9.18K | 0.00% | +77+256.7% | Added |
| Meeder Asset Management Inc | 109 | $9.35K | 0.00% | −3−2.7% | Reduced |
| Arlington Trust Co LLC | 109 | $9.35K | 0.00% | +40+58.0% | Added |
| REAP Financial Group, LLC | 109 | $9.38K | 0.00% | −72−39.8% | Reduced |
| 1620 Investment Advisors, Inc. | 117 | $10.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 130 | $11.2K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 130 | $11.2K | 0.00% | +6+4.8% | Added |
| Global Financial Private Client, LLC | 132 | $11.3K | 0.00% | +132 | New |
| Farmers & Merchants Investments Inc | 134 | $11.5K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 144 | $12.4K | 0.00% | +144 | New |
| JFS Wealth Advisors, LLC | 150 | $12.9K | 0.00% | +7+4.9% | Added |
| Ashton Thomas Securities, LLC | 150 | $12.9K | 0.00% | +150 | New |
| Millburn Ridgefield Corp | 152 | $13.0K | 0.00% | −30−16.5% | Reduced |
| Rothschild Investment LLC | 165 | $14.2K | 0.00% | −15−8.3% | Reduced |
| NBC Securities, Inc. | 180 | $15.0K | 0.00% | −507−73.8% | Reduced |
| Kathleen S. Wright Associates Inc. | 175 | $15.0K | 0.01% | +175 | New |
| Venturi Wealth Management, LLC | 188 | $16.1K | 0.00% | +92+95.8% | Added |
| First United Bank Trust | 200 | $17.2K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 200 | $17.2K | 0.01% | +200 | New |
| Beacon Capital Management, LLC | 201 | $17.2K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 207 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 230 | $18.0K | 0.00% | +230 | New |
| Spire Wealth Management | 218 | $18.7K | 0.00% | −7−3.1% | Reduced |
| Bogart Wealth, LLC | 233 | $20.0K | 0.00% | +1+0.4% | Added |
| Lindbrook Capital, LLC | 241 | $20.7K | 0.00% | −49−16.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 250 | $21.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 248 | $21.3K | 0.00% | +68+37.8% | Added |
| Whittier Trust Co | 251 | $21.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 265 | $22.7K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $22.7K | 0.00% | 00.0% | Unchanged |
| Motco | 290 | $24.9K | 0.00% | 00.0% | Unchanged |