| Rialto Wealth Management, LLC | 1 | $146 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $291 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $291 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $292 | 0.00% | +2 | New |
| Legacy Wealth Managment, LLC | 3 | $437 | 0.00% | +3 | New |
| Financial Network Wealth Advisors LLC | 4 | $582 | 0.00% | +4 | New |
| Financial Consulate, Inc | 5 | $729 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $739 | 0.00% | +6 | New |
| Kilter Group LLC | 6 | $874 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 7 | $1.01K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8 | $1.17K | 0.00% | +8 | New |
| Tortoise Investment Management, LLC | 8 | $1.17K | 0.00% | +8 | New |
| Berkshire Capital Holdings Inc | 10 | $1.46K | 0.00% | −90,230−100.0% | Reduced |
| Caitlin John, LLC | 10 | $1.46K | 0.00% | +10 | New |
| Guerra Advisors Inc | 10 | $1.46K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 10 | $1.46K | 0.00% | +10 | New |
| Avion Wealth | 15 | $2.00K | 0.00% | +4+36.4% | Added |
| Winthrop Capital Management, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 18 | $2.62K | 0.00% | +18 | New |
| Indiana Trust & Investment Management CO | 22 | $3.20K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 23 | $3.35K | 0.00% | +23 | New |
| Raffa Wealth Management, LLC | 26 | $3.79K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 28 | $4.08K | 0.00% | +28 | New |
| Colonial Trust Co | 26 | $4.34K | 0.00% | −12−31.6% | Reduced |
| Disciplined Equity Management, Inc. | 30 | $4.37K | 0.00% | +30 | New |
| UMA Financial Services, Inc. | 33 | $4.81K | 0.00% | +9+37.5% | Added |
| Hemington Wealth Management | 37 | $5.00K | 0.00% | +37 | New |
| Umb Bank N A | 35 | $5.10K | 0.00% | +35 | New |
| Armstrong Advisory Group, Inc | 36 | $5.24K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 37 | $5.39K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 40 | $5.84K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 47 | $6.84K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $7.28K | 0.00% | +50 | New |
| Caitong International Asset Management Co., Ltd | 54 | $7.86K | 0.01% | −1,741−97.0% | Reduced |
| Washington Trust Advisors, Inc. | 63 | $9.17K | 0.00% | +63 | New |
| WealthCollab, LLC | 63 | $9.17K | 0.00% | +11+21.2% | Added |
| Crewe Advisors LLC | 65 | $9.46K | 0.00% | +65 | New |
| Hughes Financial Services, LLC | 59 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 71 | $10.3K | 0.00% | +71 | New |
| Wolff Wiese Magana LLC | 75 | $10.9K | 0.01% | −375−83.3% | Reduced |
| Global Retirement Partners, LLC | 75 | $10.9K | 0.00% | −45−37.5% | Reduced |
| Parkside Financial Bank & Trust | 81 | $11.8K | 0.00% | +5+6.6% | Added |
| Transamerica Financial Advisors, Inc. | 86 | $12.5K | 0.00% | +86 | New |
| MCF Advisors LLC | 91 | $13.3K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 92 | $13.4K | 0.00% | −134−59.3% | Reduced |
| Highline Wealth Partners LLC | 92 | $13.4K | 0.00% | −18−16.4% | Reduced |
| Berbice Capital Management LLC | 100 | $14.6K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 110 | $15.9K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 104 | $16.0K | 0.00% | +104 | New |
| GPS Wealth Strategies Group, LLC | 120 | $17.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 121 | $17.7K | 0.00% | +121 | New |
| Sound Income Strategies, LLC | 120 | $18.1K | 0.00% | +120 | New |
| FNY Investment Advisers, LLC | 136 | $19.0K | 0.01% | +136 | New |
| WPG Advisers, LLC | 133 | $19.4K | 0.02% | −3−2.2% | Reduced |
| Root Financial Partners, LLC | 136 | $19.8K | 0.00% | +136 | New |
| Cornerstone Planning Group LLC | 121 | $20.2K | 0.00% | +121 | New |
| LGT Financial Advisors LLC | 153 | $22.3K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 154 | $22.4K | 0.00% | +5+3.4% | Added |
| Inlight Wealth Management, LLC | 155 | $22.6K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 162 | $23.6K | 0.00% | −24−12.9% | Reduced |
| Bullock Wealth Management Group | 163 | $23.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 175 | $25.5K | 0.00% | +175 | New |
| First Horizon Corp | 176 | $25.6K | 0.00% | +176 | New |
| Covestor Ltd | 178 | $26.0K | 0.01% | −1−0.6% | Reduced |
| Bell Investment Advisors, Inc | 179 | $26.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 193 | $28.1K | 0.01% | +10+5.5% | Added |
| True Wealth Design, LLC | 201 | $29.3K | 0.01% | +14+7.5% | Added |
| Wexford Capital LP | 212 | $30.9K | 0.01% | −729−77.5% | Reduced |
| Massmutual Trust Co FSB | 242 | $35.2K | 0.00% | +50+26.0% | Added |
| Larson Financial Group LLC | 257 | $37.4K | 0.00% | +61+31.1% | Added |
| Smartleaf Asset Management LLC | 257 | $37.5K | 0.00% | +147+133.6% | Added |
| Quadrant Capital Group LLC | 262 | $38.1K | 0.00% | +262 | New |
| Brown Brothers Harriman & Co | 269 | $39.2K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 283 | $41.2K | 0.01% | +283 | New |
| Rise Advisors, LLC | 285 | $41.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 297 | $43.2K | 0.01% | +257+642.5% | Added |
| Rothschild Investment LLC | 305 | $44.4K | 0.00% | −15−4.7% | Reduced |
| Midwest Capital Advisors, LLC | 312 | $45.4K | 0.02% | +312 | New |
| Pension & Wealth Management Advisors, Inc. | 315 | $45.9K | 0.01% | −300−48.8% | Reduced |
| Clearstead Advisors, LLC | 335 | $48.8K | 0.00% | −84−20.0% | Reduced |
| Ossiam | 339 | $49.4K | 0.00% | +339 | New |
| Resona Asset Management Co.,Ltd. | 350 | $51.1K | 0.00% | −800−69.6% | Reduced |
| Sterling Capital Management LLC | 360 | $52.4K | 0.00% | +3+0.8% | Added |
| TFC Financial Management | 367 | $53.4K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 368 | $53.6K | 0.00% | −105−22.2% | Reduced |
| Huntington National Bank | 430 | $62.6K | 0.00% | +359+505.6% | Added |
| Bernard Wealth Management Corp. | 500 | $72.8K | 0.03% | −500−50.0% | Reduced |
| Manchester Capital Management LLC | 500 | $72.8K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 548 | $80.0K | 0.03% | +498+996.0% | Added |
| Northwestern Mutual Wealth Management Co | 552 | $80.4K | 0.00% | +77+16.2% | Added |
| Wealthspire Advisors, LLC | 554 | $80.7K | 0.00% | +554 | New |
| Groupe la Francaise | 650 | $80.8K | 0.00% | +650 | New |
| Once Capital Management, LLC | 600 | $87.4K | 0.02% | +600 | New |
| Operose Advisors LLC | 616 | $89.7K | 0.02% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 642 | $93.0K | 0.05% | +642 | New |
| EverSource Wealth Advisors, LLC | 643 | $93.6K | 0.00% | +142+28.3% | Added |
| Versant Capital Management, Inc | 663 | $96.5K | 0.01% | +101+18.0% | Added |
| Signaturefd, LLC | 738 | $107.5K | 0.00% | +35+5.0% | Added |
| HM Payson & Co | 745 | $108.5K | 0.00% | +430+136.5% | Added |
| CIBC Private Wealth Group, LLC | 861 | $125.4K | 0.00% | +111+14.8% | Added |