| Clal Insurance Enterprises Holdings Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $92 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 2 | $184 | 0.00% | −1−33.3% | Reduced |
| Private Wealth Asset Management, LLC | 2 | $184 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4 | $368 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 4 | $368 | 0.00% | +4 | New |
| TFC Financial Management | 5 | $460 | 0.00% | −5−50.0% | Reduced |
| Transce3nd, LLC | 6 | $552 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $552 | 0.00% | +6 | New |
| Colonial Trust Co | 7 | $637 | 0.00% | +3+75.0% | Added |
| Strategic Investment Solutions, Inc. | 7 | $644 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $644 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $644 | 0.00% | +1+16.7% | Added |
| Rialto Wealth Management, LLC | 9 | $828 | 0.00% | +3+50.0% | Added |
| Principia Wealth Advisory, LLC | 9 | $828 | 0.00% | +3+50.0% | Added |
| Tortoise Investment Management, LLC | 9 | $828 | 0.00% | +9 | New |
| Picton Mahoney Asset Management | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | +11 | New |
| Bay Harbor Wealth Management, LLC | 11 | $1.01K | 0.00% | +6+120.0% | Added |
| UMA Financial Services, Inc. | 11 | $1.01K | 0.00% | +11 | New |
| Rossby Financial, LCC | 11 | $1.01K | 0.00% | +11 | New |
| LMR Partners LLP | 15 | $1.38K | 0.00% | −36−70.6% | Reduced |
| Kilter Group LLC | 15 | $1.38K | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 17 | $1.58K | 0.00% | +2+13.3% | Added |
| SJS Investment Consulting Inc. | 19 | $1.75K | 0.00% | −9−32.1% | Reduced |
| Trifecta Capital Advisors, LLC | 19 | $1.75K | 0.00% | +19 | New |
| First PREMIER Bank | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 23 | $2.12K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 24 | $2.21K | 0.00% | +24 | New |
| Fairman Group, LLC | 25 | $2.30K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $2.30K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 25 | $2.30K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 27 | $2.48K | 0.00% | −3−10.0% | Reduced |
| JFS Wealth Advisors, LLC | 28 | $2.58K | 0.00% | −120−81.1% | Reduced |
| Financial Management Professionals, Inc. | 31 | $2.85K | 0.00% | +12+63.2% | Added |
| CBIZ Investment Advisory Services, LLC | 31 | $2.85K | 0.00% | +31 | New |
| Abound Wealth Management | 32 | $2.95K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 32 | $2.95K | 0.00% | +32 | New |
| Solstein Capital, LLC | 34 | $3.13K | 0.00% | +34 | New |
| Putney Financial Group LLC | 35 | $3.22K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 37 | $3.40K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 37 | $3.40K | 0.00% | +37 | New |
| Dunhill Financial, LLC | 37 | $3.46K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 39 | $3.59K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 40 | $3.68K | 0.00% | +5+14.3% | Added |
| Ridgewood Investments LLC | 42 | $3.86K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 42 | $4.00K | 0.00% | +42 | New |
| Stone House Investment Management, LLC | 45 | $4.14K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 45 | $4.14K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 46 | $4.23K | 0.00% | +46 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 47 | $4.32K | 0.00% | +47 | New |
| Bell Investment Advisors, Inc | 48 | $4.42K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $4.60K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 51 | $4.69K | 0.00% | +50+5,000.0% | Added |
| Larson Financial Group LLC | 53 | $4.85K | 0.00% | +2+3.9% | Added |
| Sachetta, LLC | 53 | $4.88K | 0.00% | +37+231.3% | Added |
| PFS Partners, LLC | 58 | $5.34K | 0.00% | +58 | New |
| Mount Yale Investment Advisors, LLC | 59 | $5.43K | 0.00% | +59 | New |
| Whipplewood Advisors, LLC | 62 | $5.70K | 0.00% | +40+181.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 69 | $5.72K | 0.00% | +69 | New |
| Anfield Capital Management, LLC | 63 | $5.80K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 66 | $6.07K | 0.00% | −217−76.7% | Reduced |
| Ogorek Anthony Joseph | 84 | $7.00K | 0.00% | +11+15.1% | Added |
| True Wealth Design, LLC | 78 | $7.18K | 0.00% | −228−74.5% | Reduced |
| GFG Capital, LLC | 78 | $7.18K | 0.00% | +78 | New |
| Valued Wealth Advisors LLC | 79 | $7.22K | 0.00% | +1+1.3% | Added |
| Old Second National Bank of Aurora | 80 | $7.36K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 80 | $7.36K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 81 | $7.45K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 87 | $8.00K | 0.00% | +13+17.6% | Added |
| ORG Partners LLC | 89 | $8.23K | 0.00% | +19+27.1% | Added |
| Private Trust Co NA | 94 | $8.65K | 0.00% | −626−86.9% | Reduced |
| Smithfield Trust Co | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 98 | $9.02K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 103 | $9.48K | 0.00% | +51+98.1% | Added |
| WealthCollab, LLC | 104 | $9.57K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 109 | $10.0K | 0.00% | −536−83.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 113 | $10.4K | 0.00% | +1+0.9% | Added |
| Fortitude Family Office, LLC | 114 | $10.5K | 0.00% | +7+6.5% | Added |
| Ameritas Advisory Services, LLC | 116 | $10.7K | 0.00% | +116 | New |
| 1620 Investment Advisors, Inc. | 117 | $10.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 122 | $11.0K | 0.00% | +40+48.8% | Added |
| Binnacle Investments Inc | 128 | $11.8K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 130 | $12.0K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 134 | $12.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 137 | $12.6K | 0.00% | +51+59.3% | Added |
| South State Corp. | 140 | $12.9K | 0.00% | −82−36.9% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 147 | $13.5K | 0.02% | +147 | New |
| CVA Family Office, LLC | 149 | $13.7K | 0.00% | +33+28.4% | Added |
| Golden State Wealth Management, LLC | 151 | $13.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 157 | $14.4K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 168 | $15.0K | 0.00% | +21+14.3% | Added |
| Harbor Capital Advisors, Inc. | 164 | $15.0K | 0.00% | +164 | New |
| Manchester Capital Management LLC | 166 | $15.3K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 175 | $16.1K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 181 | $16.7K | 0.00% | +181 | New |
| Raffa Wealth Management, LLC | 196 | $18.0K | 0.00% | +153+355.8% | Added |
| Optimum Investment Advisors | 200 | $18.4K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 200 | $18.4K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 200 | $18.4K | 0.01% | 00.0% | Unchanged |