| Larson Financial Group LLC | 1 | $142 | 0.00% | −3−75.0% | Reduced |
| Ancora Advisors, LLC | 1 | $142 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $142 | 0.00% | +1 | New |
| LGT Financial Advisors LLC | 1 | $142 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $285 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $285 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 3 | $427 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $427 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 3 | $428 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $553 | 0.00% | −9−75.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $569 | 0.00% | +1+33.3% | Added |
| AdvisorNet Financial, Inc | 4 | $570 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 4 | $570 | 0.00% | +4 | New |
| Beaird Harris Wealth Management, LLC | 4 | $570 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $570 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 5 | $703 | 0.00% | +3+150.0% | Added |
| Parkworth Wealth Management, Inc. | 5 | $712 | 0.00% | +3+150.0% | Added |
| Rialto Wealth Management, LLC | 5 | $713 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 6 | $855 | 0.00% | −726−99.2% | Reduced |
| Harbour Investments, Inc. | 6 | $855 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $997 | 0.00% | +5+250.0% | Added |
| TFC Financial Management | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 9 | $1.28K | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.43K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $1.57K | 0.00% | +1+10.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 12 | $1.58K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 12 | $1.71K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 12 | $1.71K | 0.00% | −26−68.4% | Reduced |
| SJS Investment Consulting Inc. | 12 | $1.71K | 0.00% | −7−36.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $2.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $2.42K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 18 | $2.56K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 19 | $2.71K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 19 | $2.71K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 19 | $2.71K | 0.00% | +11+137.5% | Added |
| WealthCollab, LLC | 21 | $2.99K | 0.00% | +21 | New |
| GW&K Investment Management, LLC | 22 | $3.00K | 0.00% | +7+46.7% | Added |
| Red Tortoise LLC | 23 | $3.28K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 25 | $3.56K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 28 | $3.99K | 0.00% | +28 | New |
| Ogorek Anthony Joseph | 31 | $4.00K | 0.00% | +4+14.8% | Added |
| 1620 Investment Advisors, Inc. | 33 | $4.70K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 34 | $5.02K | 0.00% | +17+100.0% | Added |
| WPG Advisers, LLC | 37 | $5.27K | 0.00% | +1+2.8% | Added |
| Hughes Financial Services, LLC | 42 | $5.37K | 0.00% | +3+7.7% | Added |
| Private Wealth Asset Management, LLC | 38 | $5.41K | 0.00% | −8−17.4% | Reduced |
| Sachetta, LLC | 40 | $5.70K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 44 | $6.00K | 0.00% | −1−2.2% | Reduced |
| Farmers & Merchants Investments Inc | 43 | $6.13K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 43 | $6.13K | 0.00% | +6+16.2% | Added |
| Millstone Evans Group, LLC | 44 | $6.27K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 45 | $6.41K | 0.00% | −83−64.8% | Reduced |
| JFS Wealth Advisors, LLC | 48 | $6.84K | 0.00% | −3−5.9% | Reduced |
| Manchester Capital Management LLC | 48 | $6.84K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 48 | $6.84K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 48 | $6.84K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 48 | $6.84K | 0.00% | +2+4.3% | Added |
| GPS Wealth Strategies Group, LLC | 50 | $7.12K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 54 | $7.69K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 60 | $8.55K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 58 | $8.67K | 0.00% | −30−34.1% | Reduced |
| Bryn Mawr Trust Co | 64 | $9.12K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 65 | $9.26K | 0.00% | +35+116.7% | Added |
| Front Row Advisors LLC | 68 | $9.69K | 0.00% | −7−9.3% | Reduced |
| Westside Investment Management, Inc. | 67 | $9.83K | 0.00% | +67 | New |
| UMA Financial Services, Inc. | 70 | $9.97K | 0.00% | +30+75.0% | Added |
| Salem Investment Counselors Inc | 72 | $10.3K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 75 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 75 | $10.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 85 | $12.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 85 | $12.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 89 | $12.7K | 0.00% | +89 | New |
| Strengthening Families & Communities, LLC | 94 | $13.4K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $14.2K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $14.2K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 100 | $14.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 102 | $14.5K | 0.00% | +4+4.1% | Added |
| Johnson Financial Group, Inc. | 107 | $15.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 110 | $15.7K | 0.00% | −82−42.7% | Reduced |
| Private Wealth Management Group, LLC | 110 | $15.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 110 | $15.7K | 0.00% | +1+0.9% | Added |
| Coastline Trust Co | 125 | $17.8K | 0.00% | −235−65.3% | Reduced |
| Geneos Wealth Management Inc. | 125 | $17.8K | 0.00% | −13−9.4% | Reduced |
| Bayforest Capital Ltd | 126 | $17.9K | 0.01% | −3,133−96.1% | Reduced |
| Hemington Wealth Management | 130 | $18.0K | 0.00% | +8+6.6% | Added |
| Massmutual Trust Co FSB | 130 | $18.5K | 0.00% | −55−29.7% | Reduced |
| MUFG Securities EMEA plc | 130 | $18.5K | 0.00% | +130 | New |
| Allworth Financial LP | 137 | $19.5K | 0.00% | +13+10.5% | Added |
| Onefund, LLC | 141 | $20.0K | 0.01% | +141 | New |
| Tortoise Investment Management, LLC | 152 | $21.7K | 0.00% | +2+1.3% | Added |
| Sentry Investment Management LLC | 155 | $22.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 166 | $23.6K | 0.00% | +157+1,744.4% | Added |
| ORG Wealth Partners, LLC | 172 | $25.2K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 202 | $28.8K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 231 | $33.0K | 0.00% | +75+48.1% | Added |
| Mid-American Wealth Advisory Group, Inc. | 250 | $35.6K | 0.02% | +250 | New |
| SRS Capital Advisors, Inc. | 287 | $40.9K | 0.00% | +48+20.1% | Added |