| Penserra Capital Management LLC | 75 | $0 | 0.00% | −3−3.8% | Reduced |
| Navigoe, LLC | 69 | $0 | 0.00% | +69 | New |
| Raleigh Capital Management Inc. | 0 | $3 | 0.00% | 0 | Unchanged |
| Truvestments Capital LLC | 1 | $11 | 0.00% | −2,000−100.0% | Reduced |
| Rakuten Securities, Inc. | 1 | $11 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $11 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 2 | $22 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 5 | $56 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 9 | $101 | 0.00% | +2+28.6% | Added |
| Financial Management Professionals, Inc. | 12 | $135 | 0.00% | +12 | New |
| Maryland Capital Advisors Inc. | 12 | $135 | 0.00% | +12 | New |
| Dunhill Financial, LLC | 18 | $213 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 19 | $213 | 0.00% | +19 | New |
| SHP Wealth Management | 26 | $292 | 0.00% | +26 | New |
| Harbor Investment Advisory, LLC | 27 | $303 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 28 | $315 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 29 | $326 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 34 | $372 | 0.00% | +34 | New |
| Planning Strategies Inc. | 35 | $393 | 0.00% | +35 | New |
| Prestige Wealth Management Group LLC | 38 | $427 | 0.00% | +22+137.5% | Added |
| Principia Wealth Advisory, LLC | 43 | $483 | 0.00% | −30−41.1% | Reduced |
| Cornerstone Financial Management LLC | 47 | $528 | 0.00% | +47 | New |
| American Capital Advisory, LLC | 54 | $607 | 0.00% | +31+134.8% | Added |
| Larson Financial Group LLC | 60 | $674 | 0.00% | −70−53.8% | Reduced |
| Quaker Wealth Management, LLC | 69 | $775 | 0.00% | +69 | New |
| LRI Investments, LLC | 70 | $786 | 0.00% | −1,280−94.8% | Reduced |
| Mather Group, LLC. | 96 | $1.08K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 112 | $1.26K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 121 | $1.36K | 0.00% | +21+21.0% | Added |
| AdvisorNet Financial, Inc | 122 | $1.37K | 0.00% | −11−8.3% | Reduced |
| Sunrise Financial Services, LLC | 133 | $1.49K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 135 | $1.52K | 0.00% | +73+117.7% | Added |
| Cornerstone Planning Group LLC | 144 | $1.54K | 0.00% | +38+35.8% | Added |
| UMA Financial Services, Inc. | 150 | $1.69K | 0.00% | −145−49.2% | Reduced |
| Security National Bank of Sioux City Iowa | 154 | $1.73K | 0.00% | +154 | New |
| Ronald Blue Trust, Inc. | 156 | $1.75K | 0.00% | −60−27.8% | Reduced |
| Synergy Investment Management, LLC | 164 | $1.76K | 0.00% | +164 | New |
| Silver Grove Financial Group, Inc. | 160 | $1.80K | 0.00% | +160 | New |
| Brown Brothers Harriman & Co | 177 | $1.99K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 182 | $2.04K | 0.00% | +27+17.4% | Added |
| Rialto Wealth Management, LLC | 208 | $2.34K | 0.00% | +58+38.7% | Added |
| Bell Investment Advisors, Inc | 232 | $2.61K | 0.00% | +17+7.9% | Added |
| Continuum Advisory, LLC | 241 | $2.71K | 0.00% | +241 | New |
| Ogorek Anthony Joseph | 328 | $3.00K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 276 | $3.10K | 0.00% | +276 | New |
| Cromwell Holdings LLC | 292 | $3.28K | 0.00% | +139+90.8% | Added |
| Armstrong Advisory Group, Inc | 300 | $3.37K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 302 | $3.39K | 0.00% | −96−24.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 323 | $3.63K | 0.00% | −590−64.6% | Reduced |
| Parkside Financial Bank & Trust | 330 | $3.71K | 0.00% | −32−8.8% | Reduced |
| TD Private Client Wealth LLC | 333 | $3.74K | 0.00% | −32,464−99.0% | Reduced |
| Bogart Wealth, LLC | 348 | $3.91K | 0.00% | +49+16.4% | Added |
| Keating Financial Advisory Services, Inc. | 382 | $4.29K | 0.00% | −144−27.4% | Reduced |
| WealthCollab, LLC | 393 | $4.41K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 411 | $4.60K | 0.00% | +411 | New |
| Essential Partners LLC | 428 | $4.81K | 0.00% | −589−57.9% | Reduced |
| Anchor Investment Management, LLC | 434 | $4.87K | 0.00% | −1,866−81.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 459 | $5.16K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 500 | $5.62K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 515 | $5.78K | 0.03% | +5+1.0% | Added |
| Zions Bancorporation, National Association | 517 | $5.81K | 0.00% | −1,098−68.0% | Reduced |
| Ameriflex Group, Inc. | 560 | $6.29K | 0.00% | +560 | New |
| Glen Eagle Advisors, LLC | 588 | $6.60K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 607 | $6.82K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 623 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 651 | $7.31K | 0.00% | −85−11.5% | Reduced |
| Quarry LP | 694 | $7.79K | 0.00% | +694 | New |
| Community Bank, N.A. | 697 | $7.83K | 0.00% | +697 | New |
| Geneos Wealth Management Inc. | 742 | $8.33K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 750 | $8.42K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 755 | $8.48K | 0.00% | −306−28.8% | Reduced |
| Country Trust Bank | 765 | $8.59K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 853 | $9.58K | 0.00% | −363−29.9% | Reduced |
| Huntington National Bank | 1,023 | $11.5K | 0.00% | +73+7.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,029 | $11.6K | 0.00% | −33−3.1% | Reduced |
| Montag A & Associates Inc | 1,071 | $12.0K | 0.00% | +1,071 | New |
| Pinnacle Bancorp, Inc. | 1,172 | $13.2K | 0.00% | +1,172 | New |
| Smartleaf Asset Management LLC | 1,174 | $13.4K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 1,213 | $13.6K | 0.00% | +1,213 | New |
| Quent Capital, LLC | 1,217 | $13.7K | 0.00% | −128−9.5% | Reduced |
| Institute for Wealth Management, LLC. | 1,368 | $15.4K | 0.00% | +1,368 | New |
| CVA Family Office, LLC | 1,369 | $15.4K | 0.00% | +114+9.1% | Added |
| Activest Wealth Management | 1,418 | $15.9K | 0.00% | +81+6.1% | Added |
| Rossby Financial, LCC | 1,628 | $18.3K | 0.00% | +65+4.2% | Added |
| Global X Japan Co., Ltd. | 1,896 | $21.3K | 0.00% | +1,030+118.9% | Added |
| IFG Advisory, LLC | 2,150 | $24.1K | 0.00% | +2,150 | New |
| SJS Investment Consulting Inc. | 2,278 | $25.6K | 0.00% | −87−3.7% | Reduced |
| Clearstead Advisors, LLC | 2,348 | $26.4K | 0.00% | +73+3.2% | Added |
| Measured Wealth Private Client Group, LLC | 2,785 | $31.3K | 0.01% | −411−12.9% | Reduced |
| Kennebec Savings Bank | 3,000 | $33.7K | 0.03% | +3,000 | New |
| Assetmark, Inc | 3,244 | $36.4K | 0.00% | −73,573−95.8% | Reduced |
| Basecamp Wealth Advisors LLC | 3,267 | $36.7K | 0.01% | −182−5.3% | Reduced |
| Rothschild Investment LLC | 3,341 | $37.5K | 0.00% | −7,269−68.5% | Reduced |
| Covestor Ltd | 3,584 | $40.0K | 0.02% | −6,893−65.8% | Reduced |
| ZRC Wealth Management, LLC | 3,907 | $43.9K | 0.01% | +521+15.4% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 3,944 | $44.3K | 0.00% | −17,324−81.5% | Reduced |
| Advantage Trust Co | 4,160 | $46.7K | 0.02% | +4,160 | New |
| Banque Cantonale Vaudoise | 4,418 | $50.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 4,832 | $54.3K | 0.02% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,890 | $54.9K | 0.00% | 00.0% | Unchanged |
