| Seneschal Advisors, LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $45 | 0.00% | −56−96.6% | Reduced |
| Curio Wealth, LLC | 2 | $45 | 0.00% | +2 | New |
| Wolff Wiese Magana LLC | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4 | $91 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 4 | $91 | 0.00% | +4 | New |
| Robinswood Financial LLC | 5 | $113 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $114 | 0.00% | −6−54.5% | Reduced |
| Hurley Capital, LLC | 5 | $114 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $114 | 0.00% | +5 | New |
| Vermillion Wealth Management, Inc. | 10 | $227 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 11 | $250 | 0.00% | −1−8.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14 | $317 | 0.00% | −4,719−99.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $318 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 17 | $387 | 0.00% | +17 | New |
| UMA Financial Services, Inc. | 19 | $432 | 0.00% | +2+11.8% | Added |
| CoreCap Advisors, LLC | 20 | $454 | 0.00% | −78−79.6% | Reduced |
| USA Financial Portformulas Corp | 20 | $454 | 0.00% | +3+17.6% | Added |
| Bare Financial Services, Inc | 20 | $454 | 0.00% | +7+53.8% | Added |
| North Star Investment Management Corp. | 20 | $454 | 0.00% | +20 | New |
| Breakwater Investment Management | 20 | $455 | 0.00% | +3+17.6% | Added |
| South State Corp. | 21 | $478 | 0.00% | −20−48.8% | Reduced |
| Bear Mountain Capital, Inc. | 20 | $487 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $523 | 0.00% | −1,029−97.8% | Reduced |
| Asset Dedication, LLC | 25 | $568 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 28 | $636 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 29 | $666 | 0.00% | +25+625.0% | Added |
| Friedenthal Financial | 30 | $682 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 32 | $727 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 34 | $773 | 0.00% | +5+17.2% | Added |
| DiNuzzo Private Wealth, Inc. | 35 | $796 | 0.00% | −11−23.9% | Reduced |
| MV Capital Management, Inc. | 37 | $841 | 0.00% | +22+146.7% | Added |
| Bay Harbor Wealth Management, LLC | 39 | $886 | 0.00% | +20+105.3% | Added |
| Bell Investment Advisors, Inc | 41 | $932 | 0.00% | +19+86.4% | Added |
| Mather Group, LLC. | 41 | $932 | 0.00% | +41 | New |
| Brown, Lisle/Cummings, Inc. | 43 | $977 | 0.00% | +43 | New |
| Kilter Group LLC | 44 | $1.00K | 0.00% | −17−27.9% | Reduced |
| Avion Wealth | 84 | $1.00K | 0.00% | +27+47.4% | Added |
| Strategic Investment Solutions, Inc. | 50 | $1.14K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $1.14K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 50 | $1.14K | 0.00% | +20+66.7% | Added |
| Salem Investment Counselors Inc | 50 | $1.14K | 0.00% | +50 | New |
| Bogart Wealth, LLC | 54 | $1.23K | 0.00% | +34+170.0% | Added |
| Cornerstone Planning Group LLC | 50 | $1.27K | 0.00% | +50 | New |
| Elequin Capital LP | 58 | $1.32K | 0.00% | −164−73.9% | Reduced |
| Triumph Capital Management | 59 | $1.34K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 62 | $1.41K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 63 | $1.43K | 0.00% | +63 | New |
| MidFirst Bank | 70 | $1.59K | 0.00% | +70 | New |
| Keating Financial Advisory Services, Inc. | 75 | $1.70K | 0.00% | −4−5.1% | Reduced |
| Highline Wealth Partners LLC | 89 | $2.02K | 0.00% | +89 | New |
| Tidemark, LLC | 100 | $2.27K | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 100 | $2.27K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 105 | $2.39K | 0.00% | +23+28.0% | Added |
| Transamerica Financial Advisors, Inc. | 107 | $2.43K | 0.00% | +30+39.0% | Added |
| JPL Wealth Management, LLC | 111 | $2.52K | 0.00% | +111 | New |
| Huntington National Bank | 134 | $3.04K | 0.00% | −246−64.7% | Reduced |
| JFS Wealth Advisors, LLC | 135 | $3.07K | 0.00% | −95−41.3% | Reduced |
| Toronto Dominion Bank | 136 | $3.10K | 0.00% | +136 | New |
| Fortitude Family Office, LLC | 147 | $3.34K | 0.00% | +94+177.4% | Added |
| Nemes Rush Group LLC | 148 | $3.36K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 150 | $3.41K | 0.01% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 161 | $3.66K | 0.00% | +161 | New |
| Farmers & Merchants Investments Inc | 170 | $3.86K | 0.00% | −15−8.1% | Reduced |
| Danske Bank A/S | 200 | $4.54K | 0.00% | −1,500−88.2% | Reduced |
| First Horizon Corp | 200 | $4.54K | 0.00% | −435−68.5% | Reduced |
| Parkside Financial Bank & Trust | 232 | $5.27K | 0.00% | +104+81.3% | Added |
| Private Wealth Management Group, LLC | 240 | $5.45K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 244 | $5.54K | 0.00% | −5,361−95.6% | Reduced |
| CVA Family Office, LLC | 248 | $5.63K | 0.00% | +208+520.0% | Added |
| BFSG, LLC | 255 | $5.79K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 255 | $5.79K | 0.00% | +255 | New |
| Assetmark, Inc | 299 | $6.79K | 0.00% | −175−36.9% | Reduced |
| Massmutual Trust Co FSB | 319 | $7.25K | 0.00% | −253−44.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 345 | $7.84K | 0.00% | +345 | New |
| Atlantic Trust, LLC | 388 | $8.82K | 0.00% | +266+218.0% | Added |
| Ancora Advisors, LLC | 396 | $9.00K | 0.00% | +396 | New |
| Root Financial Partners, LLC | 417 | $9.47K | 0.00% | −15−3.5% | Reduced |
| Innovative Asset Advisors Group, LLC | 476 | $10.8K | 0.01% | +476 | New |
| Harbour Investments, Inc. | 486 | $11.1K | 0.00% | +314+182.6% | Added |
| True Wealth Design, LLC | 531 | $12.1K | 0.00% | −209−28.2% | Reduced |
| Smartleaf Asset Management LLC | 592 | $13.4K | 0.00% | −56−8.6% | Reduced |
| Financial Management Professionals, Inc. | 614 | $13.9K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 625 | $14.2K | 0.01% | +89+16.6% | Added |
| Advisors Asset Management, Inc. | 642 | $14.6K | 0.00% | −22,316−97.2% | Reduced |
| RWM Asset Management, LLC | 665 | $15.1K | 0.00% | +665 | New |
| Entrust Financial LLC | 694 | $15.8K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 759 | $17.2K | 0.00% | −11−1.4% | Reduced |
| Los Angeles Capital Management LLC | 789 | $17.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 811 | $18.4K | 0.00% | +563+227.0% | Added |
| Harbor Capital Advisors, Inc. | 920 | $21.0K | 0.00% | +920 | New |
| Rossby Financial, LCC | 959 | $22.1K | 0.00% | −14−1.4% | Reduced |
| Vision Financial Markets LLC | 1,000 | $22.7K | 0.02% | −750−42.9% | Reduced |
| MAI Capital Management | 1,067 | $24.2K | 0.00% | −508−32.3% | Reduced |
| LRI Investments, LLC | 1,150 | $26.1K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,250 | $28.0K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 1,328 | $30.2K | 0.13% | −34,650−96.3% | Reduced |
| Jones Financial Companies LLLP | 1,470 | $32.6K | 0.00% | +476+47.9% | Added |
| WPG Advisers, LLC | 1,445 | $32.8K | 0.02% | −807−35.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,567 | $35.6K | 0.00% | +382+32.2% | Added |