| Wood Tarver Financial Group, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $91 | 0.00% | −10−90.9% | Reduced |
| Strategic Wealth Designers | 2 | $182 | 0.00% | +2 | New |
| Twin Peaks Wealth Advisors, LLC | 3 | $259 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $274 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 3 | $274 | 0.00% | +3 | New |
| Montag A & Associates Inc | 0 | $280 | 0.00% | 0 | New |
| MV Capital Management, Inc. | 4 | $365 | 0.00% | −1−20.0% | Reduced |
| Parkworth Wealth Management, Inc. | 4 | $365 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $365 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 5 | $456 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $459 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $547 | 0.00% | +3+100.0% | Added |
| Rialto Wealth Management, LLC | 6 | $548 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 7 | $639 | 0.00% | +3+75.0% | Added |
| Logan Capital Management Inc | 8 | $730 | 0.00% | −768−99.0% | Reduced |
| Total Investment Management Inc | 8 | $730 | 0.00% | +8 | New |
| Kilter Group LLC | 8 | $730 | 0.00% | +8 | New |
| WealthTrak Capital Management LLC | 10 | $913 | 0.00% | −5−33.3% | Reduced |
| Picton Mahoney Asset Management | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Whittier Trust Co | 12 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $1.09K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 12 | $1.09K | 0.00% | +12 | New |
| Rosenberg Matthew Hamilton | 13 | $1.19K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $1.28K | 0.00% | −7−33.3% | Reduced |
| Rothschild Investment LLC | 15 | $1.37K | 0.00% | +5+50.0% | Added |
| CoreCap Advisors, LLC | 16 | $1.46K | 0.00% | −51−76.1% | Reduced |
| HM Payson & Co | 17 | $1.55K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 18 | $1.65K | 0.00% | +18 | New |
| Aventura Private Wealth, LLC | 19 | $1.73K | 0.00% | +19 | New |
| Caldwell Sutter Capital, Inc. | 21 | $1.92K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 26 | $2.37K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $2.37K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 26 | $2.37K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 30 | $2.74K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 33 | $3.01K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 35 | $3.19K | 0.00% | +29+483.3% | Added |
| Fortitude Family Office, LLC | 36 | $3.29K | 0.00% | +36 | New |
| First Pacific Financial | 38 | $3.47K | 0.00% | +38 | New |
| True Wealth Design, LLC | 41 | $3.74K | 0.00% | +19+86.4% | Added |
| Sound Income Strategies, LLC | 43 | $3.92K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 45 | $4.11K | 0.00% | +45 | New |
| Sachetta, LLC | 47 | $4.29K | 0.00% | +26+123.8% | Added |
| FSA Wealth Management LLC | 48 | $4.38K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 49 | $4.47K | 0.00% | +49 | New |
| Bell Investment Advisors, Inc | 50 | $4.56K | 0.00% | −64−56.1% | Reduced |
| Ameritas Advisory Services, LLC | 51 | $4.65K | 0.00% | +51 | New |
| Brown Brothers Harriman & Co | 58 | $5.29K | 0.00% | +19+48.7% | Added |
| Dogwood Wealth Management LLC | 63 | $5.83K | 0.00% | +63 | New |
| Westside Investment Management, Inc. | 66 | $6.08K | 0.00% | +66 | New |
| Sierra Ocean, LLC | 68 | $6.20K | 0.00% | −70−50.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 70 | $6.41K | 0.00% | +46+191.7% | Added |
| Umb Bank N A | 78 | $7.12K | 0.00% | +3+4.0% | Added |
| Clearstead Advisors, LLC | 79 | $7.21K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 88 | $8.03K | 0.00% | +61+225.9% | Added |
| Parkside Financial Bank & Trust | 95 | $8.67K | 0.00% | −3−3.1% | Reduced |
| Avalon Trust Co | 96 | $8.75K | 0.00% | +96 | New |
| JFS Wealth Advisors, LLC | 96 | $8.76K | 0.00% | +6+6.7% | Added |
| Ogorek Anthony Joseph | 109 | $9.00K | 0.00% | +31+39.7% | Added |
| Massmutual Trust Co FSB | 105 | $9.58K | 0.00% | +7+7.1% | Added |
| South State Corp. | 109 | $9.95K | 0.00% | +23+26.7% | Added |
| National Bank of Canada | 354 | $10.2K | 0.00% | +354 | New |
| Tortoise Investment Management, LLC | 121 | $11.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 125 | $11.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 130 | $11.9K | 0.00% | +12+10.2% | Added |
| JDM Financial Group LLC | 136 | $12.4K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 143 | $13.0K | 0.01% | −62−30.2% | Reduced |
| Traub Capital Management LLC | 170 | $15.5K | 0.01% | +170 | New |
| WealthCollab, LLC | 183 | $16.7K | 0.01% | −47−20.4% | Reduced |
| Hemington Wealth Management | 188 | $17.0K | 0.00% | −42−18.3% | Reduced |
| CVA Family Office, LLC | 187 | $17.1K | 0.00% | +157+523.3% | Added |
| Spire Wealth Management | 200 | $18.2K | 0.00% | −132−39.8% | Reduced |
| Peregrine Capital Management LLC | 200 | $18.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 205 | $18.7K | 0.00% | −4,266−95.4% | Reduced |
| Assetmark, Inc | 209 | $19.1K | 0.00% | +91+77.1% | Added |
| Princeton Global Asset Management LLC | 225 | $20.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 230 | $21.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 251 | $22.9K | 0.01% | −16−6.0% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 256 | $23.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 259 | $23.6K | 0.00% | +44+20.5% | Added |
| Capital Analysts, LLC | 266 | $24.0K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 266 | $24.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 288 | $24.4K | 0.00% | −25−8.0% | Reduced |
| Smartleaf Asset Management LLC | 272 | $24.8K | 0.00% | −118−30.3% | Reduced |
| Trifecta Capital Advisors, LLC | 275 | $25.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 295 | $27.0K | 0.01% | +144+95.4% | Added |
| Bessemer Group Inc | 293 | $27.0K | 0.00% | +80+37.6% | Added |
| Private Trust Co NA | 345 | $31.5K | 0.00% | −135−28.1% | Reduced |
| Aventus Investment Advisors, Inc. | 380 | $34.7K | 0.03% | +380 | New |
| NBC Securities, Inc. | 384 | $35.0K | 0.00% | +35+10.0% | Added |
| SBI Securities Co., Ltd. | 392 | $35.8K | 0.00% | −82−17.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 397 | $36.2K | 0.00% | +328+475.4% | Added |
| Harbour Investments, Inc. | 407 | $37.1K | 0.00% | −28−6.4% | Reduced |
| Rossby Financial, LCC | 445 | $40.6K | 0.02% | +445 | New |
| Riverview Trust Co | 460 | $42.0K | 0.05% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 472 | $43.1K | 0.03% | +398+537.8% | Added |
| Kestra Investment Management, LLC | 486 | $44.5K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 523 | $47.7K | 0.01% | 00.0% | Unchanged |