| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Harbour Investments, Inc. | 0 | $55 | 0.00% | −1−100.0% | Reduced |
| Quaker Wealth Management, LLC | 1 | $466 | 0.00% | −1−50.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $466 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 1 | $466 | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 1 | $466 | 0.00% | +1 | New |
| Larson Financial Group LLC | 1 | $466 | 0.00% | +1 | New |
| Richardson Financial Services Inc. | 1 | $466 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $466 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $481 | 0.00% | +1 | New |
| Cromwell Holdings LLC | 2 | $931 | 0.00% | −2−50.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 2 | $931 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 2 | $931 | 0.00% | +1+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 2 | $931 | 0.00% | +2 | New |
| Bayforest Capital Ltd | 2 | $931 | 0.00% | +2 | New |
| Zions Bancorporation, National Association | 3 | $1.40K | 0.00% | −108−97.3% | Reduced |
| MidFirst Bank | 3 | $1.40K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 3 | $1.40K | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $1.40K | 0.00% | +3 | New |
| Owl Creek Wealth Partners LLC | 3 | $1.40K | 0.00% | +3 | New |
| Torren Management, LLC | 3 | $1.41K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $1.86K | 0.00% | −7−63.6% | Reduced |
| MV Capital Management, Inc. | 4 | $1.86K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $1.87K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 6 | $2.27K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 5 | $2.33K | 0.00% | −17−77.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 5 | $2.33K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $2.33K | 0.00% | +2+66.7% | Added |
| UMA Financial Services, Inc. | 6 | $2.79K | 0.00% | +6 | New |
| JPL Wealth Management, LLC | 6 | $2.79K | 0.00% | +6 | New |
| ZRC Wealth Management, LLC | 7 | $3.26K | 0.00% | +7 | New |
| Fortitude Family Office, LLC | 8 | $3.73K | 0.00% | +4+100.0% | Added |
| JFS Wealth Advisors, LLC | 8 | $3.73K | 0.00% | +5+166.7% | Added |
| South State Corp. | 9 | $4.19K | 0.00% | −7−43.8% | Reduced |
| WPG Advisers, LLC | 9 | $4.19K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9 | $4.19K | 0.00% | +9 | New |
| Action Point Financial Planning, LLC | 9 | $4.19K | 0.00% | +9 | New |
| Synergy Investment Management, LLC | 8 | $4.32K | 0.00% | +8 | New |
| American National Bank | 10 | $4.66K | 0.00% | −1−9.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 10 | $4.66K | 0.00% | −27−73.0% | Reduced |
| Altshuler Shaham Ltd | 10 | $4.66K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $4.72K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 11 | $5.12K | 0.00% | +9+450.0% | Added |
| Huntington National Bank | 12 | $5.16K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 12 | $5.59K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 12 | $5.59K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 12 | $5.63K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 14 | $6.52K | 0.00% | +14 | New |
| Princeton Global Asset Management LLC | 15 | $6.99K | 0.00% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 15 | $7.06K | 0.03% | +15 | New |
| CVA Family Office, LLC | 18 | $8.38K | 0.00% | +6+50.0% | Added |
| Simplex Trading, LLC | 19 | $8.85K | 0.00% | −32−62.7% | Reduced |
| Highline Wealth Partners LLC | 20 | $9.31K | 0.00% | +20 | New |
| Quent Capital, LLC | 20 | $9.32K | 0.00% | +3+17.6% | Added |
| Retirement Wealth Solutions LLC | 21 | $9.83K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 23 | $10.7K | 0.00% | +7+43.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 27 | $12.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 28 | $13.0K | 0.00% | +15+115.4% | Added |
| Fulcrum Asset Management LLP | 32 | $14.7K | 0.00% | +32 | New |
| Salomon & Ludwin, LLC | 31 | $14.9K | 0.00% | +31 | New |
| Blume Capital Management, Inc. | 34 | $15.7K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 35 | $16.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 36 | $16.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 37 | $17.2K | 0.00% | −1,416−97.5% | Reduced |
| Centerpoint Advisors, LLC | 41 | $19.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 42 | $19.6K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 44 | $20.5K | 0.00% | +44 | New |
| Wealth Enhancement Trust Services, Inc. | 47 | $21.9K | 0.00% | +47 | New |
| Cornerstone Planning Group LLC | 47 | $23.7K | 0.00% | +1+2.2% | Added |
| Los Angeles Capital Management LLC | 58 | $27.0K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 58 | $27.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 59 | $27.4K | 0.00% | −6−9.2% | Reduced |
| SMA Capital LLC | 59 | $27.5K | 0.01% | +6+11.3% | Added |
| SJS Investment Consulting Inc. | 65 | $30.3K | 0.00% | +29+80.6% | Added |
| First Horizon Corp | 69 | $32.1K | 0.00% | +26+60.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 72 | $33.5K | 0.00% | −185,066−100.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 73 | $34.0K | 0.00% | +31+73.8% | Added |
| Parkside Financial Bank & Trust | 74 | $34.5K | 0.00% | +12+19.4% | Added |
| Versant Capital Management, Inc | 76 | $35.4K | 0.00% | +75+7,500.0% | Added |
| Keating Financial Advisory Services, Inc. | 77 | $35.9K | 0.00% | −27−26.0% | Reduced |
| Nomura Asset Management Co Ltd | 80 | $37.3K | 0.00% | +47+142.4% | Added |
| Massmutual Trust Co FSB | 81 | $37.7K | 0.00% | +32+65.3% | Added |
| HM Payson & Co | 103 | $48.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 104 | $48.5K | 0.00% | +104 | New |
| Clearstead Advisors, LLC | 110 | $51.2K | 0.00% | +98+816.7% | Added |
| Compass Financial Management LLC | 112 | $52.2K | 0.01% | +112 | New |
| North Star Investment Management Corp. | 139 | $64.7K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 142 | $66.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 143 | $66.6K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 159 | $74.1K | 0.02% | −142−47.2% | Reduced |
| Cape Investment Advisory, Inc. | 161 | $75.0K | 0.02% | +161 | New |
| Whittier Trust Co | 157 | $75.4K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 183 | $85.2K | 0.02% | +134+273.5% | Added |
| Covestor Ltd | 189 | $88.0K | 0.05% | −30−13.7% | Reduced |
| TSFG, LLC | 200 | $93.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 209 | $97.3K | 0.00% | +119+132.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 224 | $104.3K | 0.00% | −35−13.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 225 | $104.8K | 0.00% | 00.0% | Unchanged |