| Cloud Capital Management, LLC | 11 | $0 | 0.00% | +11 | New |
| Tortoise Investment Management, LLC | 1 | $67 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $134 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $268 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 4 | $276 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $335 | 0.00% | +2+66.7% | Added |
| Prestige Wealth Management Group LLC | 5 | $336 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $403 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 6 | $404 | 0.00% | +6 | New |
| Albion Financial Group | 7 | $470 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $470 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $604 | 0.00% | +9 | New |
| Creative Financial Designs Inc | 11 | $738 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 12 | $805 | 0.00% | −4−25.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 14 | $939 | 0.00% | +14 | New |
| Sound Income Strategies, LLC | 15 | $1.02K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 16 | $1.07K | 0.00% | +4+33.3% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $1.11K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 17 | $1.12K | 0.00% | +17 | New |
| Fortitude Family Office, LLC | 17 | $1.14K | 0.00% | +4+30.8% | Added |
| HM Payson & Co | 17 | $1.14K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 21 | $1.41K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $1.48K | 0.00% | +11+100.0% | Added |
| WealthCollab, LLC | 29 | $1.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 35 | $2.37K | 0.00% | −7−16.7% | Reduced |
| Farmers & Merchants Investments Inc | 38 | $2.55K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 40 | $2.68K | 0.04% | 00.0% | Unchanged |
| WPG Advisers, LLC | 47 | $3.15K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 48 | $3.22K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 52 | $3.49K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 55 | $3.69K | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 58,903 | $3.95K | 0.00% | +4,408+8.1% | Added |
| Optiver Holding B.V. | 72 | $4.83K | 0.00% | +72 | New |
| IFP Advisors, Inc | 73 | $4.90K | 0.00% | +73 | Added |
| Parkside Financial Bank & Trust | 73 | $4.90K | 0.00% | −21−22.3% | Reduced |
| Hemington Wealth Management | 80 | $5.00K | 0.00% | +7+9.6% | Added |
| Rothschild Investment LLC | 76 | $5.07K | 0.00% | +1+1.3% | Added |
| Private Trust Co NA | 77 | $5.16K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 77 | $5.16K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 78 | $5.23K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 90 | $6.04K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 99 | $6.64K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $6.71K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 100 | $6.71K | 0.00% | +5+5.3% | Added |
| Financial Consulate, Inc | 100 | $6.71K | 0.00% | +100 | New |
| First Horizon Corp | 103 | $6.91K | 0.00% | +103 | New |
| JFS Wealth Advisors, LLC | 104 | $6.98K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 104 | $6.98K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 113 | $7.58K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 114 | $7.65K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 114 | $7.65K | 0.00% | +114 | New |
| SBI Securities Co., Ltd. | 116 | $7.78K | 0.00% | +11+10.5% | Added |
| Harbor Investment Advisory, LLC | 118 | $7.91K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 147 | $9.86K | 0.00% | −321−68.6% | Reduced |
| American National Bank | 164 | $11.0K | 0.00% | +164 | New |
| Root Financial Partners, LLC | 178 | $11.9K | 0.00% | +178 | New |
| Sunbelt Securities, Inc. | 178 | $12.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 183 | $12.3K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 239 | $16.0K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 239 | $16.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 240 | $16.1K | 0.00% | +240 | New |
| Orion Capital Management LLC | 247 | $16.6K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 249 | $16.7K | 0.00% | +249 | New |
| Massmutual Trust Co FSB | 270 | $18.1K | 0.00% | −23−7.8% | Reduced |
| First PREMIER Bank | 301 | $20.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $20.1K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 310 | $20.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 313 | $21.0K | 0.00% | +1+0.3% | Added |
| Farther Finance Advisors, LLC | 320 | $21.5K | 0.00% | +233+267.8% | Added |
| Transamerica Financial Advisors, Inc. | 340 | $22.8K | 0.00% | +340 | New |
| Harbour Investments, Inc. | 354 | $23.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 361 | $24.2K | 0.00% | −200−35.7% | Reduced |
| Truvestments Capital LLC | 363 | $24.3K | 0.00% | +1+0.3% | Added |
| Smartleaf Asset Management LLC | 389 | $25.3K | 0.00% | +228+141.6% | Added |
| Ameritas Advisory Services, LLC | 411 | $27.6K | 0.00% | −32−7.2% | Reduced |
| Quent Capital, LLC | 420 | $28.2K | 0.00% | +420 | New |
| Kayne Anderson Rudnick Investment Management LLC | 451 | $30.3K | 0.00% | +1+0.2% | Added |
| Measured Wealth Private Client Group, LLC | 459 | $30.8K | 0.01% | +459 | New |
| Jones Financial Companies LLLP | 476 | $31.0K | 0.00% | +97+25.6% | Added |
| Aster Capital Management (DIFC) Ltd | 490 | $32.9K | 0.02% | +490 | New |
| Heartwood Wealth Advisors LLC | 500 | $33.5K | 0.00% | +500 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 500 | $34.0K | 0.00% | +38+8.2% | Added |
| Parallel Advisors, LLC | 517 | $34.7K | 0.00% | −24−4.4% | Reduced |
| SRS Capital Advisors, Inc. | 527 | $35.3K | 0.00% | +271+105.9% | Added |
| Bryn Mawr Trust Co | 534 | $35.8K | 0.00% | −45−7.8% | Reduced |
| Toth Financial Advisory Corp | 200 | $36.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 559 | $37.5K | 0.00% | +62+12.5% | Added |
| EverSource Wealth Advisors, LLC | 570 | $38.2K | 0.00% | −57−9.1% | Reduced |
| GWM Advisors LLC | 581 | $38.9K | 0.00% | +1+0.2% | Added |
| Neo Ivy Capital Management | 602 | $40.4K | 0.01% | +602 | New |
| CoreCap Advisors, LLC | 606 | $40.6K | 0.00% | +41+7.3% | Added |
| CWM, LLC | 612 | $41.0K | 0.00% | −17−2.7% | Reduced |
| Global Retirement Partners, LLC | 618 | $41.5K | 0.00% | +500+423.7% | Added |
| LRI Investments, LLC | 632 | $42.4K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 641 | $43.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 652 | $43.7K | 0.00% | −15−2.2% | Reduced |
| Eastern Bank | 652 | $43.7K | 0.00% | +652 | New |
| Fifth Third Bancorp | 830 | $55.7K | 0.00% | −15−1.8% | Reduced |