| Creekmur Asset Management LLC | 0 | $11 | 0.00% | 0 | New |
| Private Wealth Management Group, LLC | 1 | $60 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 3 | $179 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 4 | $239 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $239 | 0.00% | +2+100.0% | Added |
| Principia Wealth Advisory, LLC | 5 | $298 | 0.00% | −1−16.7% | Reduced |
| NVWM, LLC | 5 | $298 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $298 | 0.00% | +5 | New |
| Atlas Capital Advisors LLC | 7 | $417 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $418 | 0.00% | +2+40.0% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $482 | 0.00% | +6+300.0% | Added |
| Optiver Holding B.V. | 9 | $537 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 10 | $596 | 0.00% | +6+150.0% | Added |
| WealthTrak Capital Management LLC | 10 | $597 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $616 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 11 | $664 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $818 | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 15 | $895 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 15 | $895 | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 16 | $955 | 0.00% | −10−38.5% | Reduced |
| Rialto Wealth Management, LLC | 17 | $1.01K | 0.00% | +17 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 18 | $1.07K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 18 | $1.07K | 0.00% | +18 | New |
| Trifecta Capital Advisors, LLC | 22 | $1.31K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $1.55K | 0.00% | −3−10.3% | Reduced |
| Atlantic Trust, LLC | 27 | $1.61K | 0.00% | −133−83.1% | Reduced |
| HM Payson & Co | 29 | $1.73K | 0.00% | −85−74.6% | Reduced |
| WPG Advisers, LLC | 30 | $1.79K | 0.00% | −3−9.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $1.79K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $1.85K | 0.00% | +1+3.3% | Added |
| Horizon Investments, LLC | 33 | $1.97K | 0.00% | −1−2.9% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 33 | $1.99K | 0.00% | +33 | New |
| Ogorek Anthony Joseph | 48 | $2.00K | 0.00% | −10−17.2% | Reduced |
| Coston, McIsaac & Partners | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 34 | $2.03K | 0.00% | −2−5.6% | Reduced |
| McIlrath & Eck, LLC | 34 | $2.03K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $2.23K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 38 | $2.27K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 39 | $2.33K | 0.00% | +39 | New |
| Curio Wealth, LLC | 40 | $2.39K | 0.00% | +39+3,900.0% | Added |
| Wolff Wiese Magana LLC | 40 | $2.39K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 38 | $2.52K | 0.00% | +1+2.7% | Added |
| Whipplewood Advisors, LLC | 44 | $2.63K | 0.00% | −27−38.0% | Reduced |
| Harbor Investment Advisory, LLC | 49 | $2.92K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 53 | $3.16K | 0.00% | +53 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 60 | $3.58K | 0.00% | +60 | New |
| Zions Bancorporation, National Association | 63 | $3.76K | 0.00% | −24−27.6% | Reduced |
| JFS Wealth Advisors, LLC | 74 | $4.42K | 0.00% | −16−17.8% | Reduced |
| Rakuten Securities, Inc. | 75 | $4.47K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 75 | $4.47K | 0.00% | +75 | New |
| Quest 10 Wealth Builders, Inc. | 79 | $4.71K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 99 | $5.91K | 0.00% | +24+32.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 90 | $6.12K | 0.00% | +90 | New |
| Sachetta, LLC | 103 | $6.17K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 110 | $6.56K | 0.00% | +9+8.9% | Added |
| DekaBank Deutsche Girozentrale | 133 | $8.00K | 0.00% | +17+14.7% | Added |
| Assetmark, Inc | 135 | $8.05K | 0.00% | +45+50.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 144 | $8.59K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 145 | $8.65K | 0.00% | −146−50.2% | Reduced |
| Bell Investment Advisors, Inc | 147 | $8.77K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 157 | $9.00K | 0.00% | +144+1,107.7% | Added |
| Red Tortoise LLC | 161 | $9.60K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 172 | $10.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 185 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 215 | $12.8K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 218 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 225 | $13.4K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 227 | $13.5K | 0.00% | −718−76.0% | Reduced |
| Massmutual Trust Co FSB | 230 | $13.7K | 0.00% | −45−16.4% | Reduced |
| National Bank of Canada | 245 | $14.6K | 0.00% | +124+102.5% | Added |
| Bank of New Hampshire | 250 | $14.9K | 0.00% | +250 | New |
| MV Capital Management, Inc. | 251 | $15.0K | 0.00% | −14−5.3% | Reduced |
| South State Corp. | 252 | $15.0K | 0.00% | −14−5.3% | Reduced |
| TD Private Client Wealth LLC | 253 | $15.1K | 0.00% | −32−11.2% | Reduced |
| Rise Advisors, LLC | 264 | $15.7K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 269 | $16.0K | 0.00% | +269 | New |
| Fortitude Family Office, LLC | 274 | $16.4K | 0.01% | −383−58.3% | Reduced |
| Central Trust Co | 276 | $16.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 277 | $16.5K | 0.00% | −2−0.7% | Reduced |
| Stephens Consulting, LLC | 280 | $16.7K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 328 | $19.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 330 | $19.7K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 359 | $21.0K | 0.00% | +10+2.9% | Added |
| Center for Financial Planning, Inc. | 364 | $21.7K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 401 | $23.9K | 0.00% | +63+18.6% | Added |
| Ronald Blue Trust, Inc. | 416 | $24.8K | 0.00% | −44−9.6% | Reduced |
| Nemes Rush Group LLC | 417 | $24.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 421 | $25.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 490 | $29.2K | 0.00% | −100−16.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 517 | $30.8K | 0.00% | −904−63.6% | Reduced |
| Kestra Investment Management, LLC | 556 | $32.8K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 564 | $33.6K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 580 | $34.6K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 600 | $35.0K | 0.01% | +600 | New |
| AdvisorNet Financial, Inc | 614 | $36.6K | 0.00% | −1−0.2% | Reduced |
| Cromwell Holdings LLC | 659 | $39.3K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 663 | $39.5K | 0.01% | +62+10.3% | Added |
| CIBC Private Wealth Group, LLC | 665 | $39.7K | 0.00% | −2−0.3% | Reduced |
| Geneos Wealth Management Inc. | 691 | $41.2K | 0.00% | +94+15.7% | Added |
| Walleye Capital LLC | 696 | $41.5K | 0.00% | +424+155.9% | Added |
