| CoreCap Advisors, LLC | 1 | $143 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $143 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $143 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $286 | 0.00% | −1−33.3% | Reduced |
| Trust Co | 2 | $286 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $286 | 0.00% | +1+100.0% | Added |
| HFM Investment Advisors, LLC | 3 | $428 | 0.00% | +1+50.0% | Added |
| Vermillion Wealth Management, Inc. | 3 | $428 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 4 | $571 | 0.00% | −7−63.6% | Reduced |
| TD Capital Management LLC | 4 | $571 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 4 | $571 | 0.00% | +4 | New |
| UMA Financial Services, Inc. | 4 | $572 | 0.00% | +4 | New |
| Quarry LP | 5 | $714 | 0.00% | −315−98.4% | Reduced |
| Marquette Asset Management, LLC | 5 | $714 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $714 | 0.00% | +2+66.7% | Added |
| Bay Harbor Wealth Management, LLC | 6 | $856 | 0.00% | +1+20.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $857 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 6 | $857 | 0.00% | +2+50.0% | Added |
| Cedar Mountain Advisors, LLC | 6 | $857 | 0.00% | +5+500.0% | Added |
| Ankerstar Wealth, LLC | 7 | $999 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 7 | $1.00K | 0.00% | +7 | New |
| Strategic Wealth Partners, Ltd. | 8 | $1.11K | 0.00% | +8 | New |
| First Pacific Financial | 8 | $1.14K | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 9 | $1.28K | 0.00% | +9 | New |
| Zions Bancorporation, National Association | 10 | $1.43K | 0.00% | +2+25.0% | Added |
| Rossby Financial, LCC | 14 | $2.01K | 0.00% | +9+180.0% | Added |
| Raleigh Capital Management Inc. | 15 | $2.14K | 0.00% | +15 | New |
| Picton Mahoney Asset Management | 16 | $2.28K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 18 | $2.57K | 0.00% | −5−21.7% | Reduced |
| Colonial Trust Co | 20 | $2.78K | 0.00% | +1+5.3% | Added |
| Fortitude Family Office, LLC | 21 | $3.00K | 0.00% | +13+162.5% | Added |
| Capital Advisors, Ltd. LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $3.14K | 0.00% | +1+4.8% | Added |
| Prestige Wealth Management Group LLC | 22 | $3.14K | 0.00% | +3+15.8% | Added |
| Sound Income Strategies, LLC | 23 | $3.30K | 0.00% | −63−73.3% | Reduced |
| TD Waterhouse Canada Inc. | 26 | $3.72K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 27 | $3.85K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 27 | $3.85K | 0.00% | +12+80.0% | Added |
| CVA Family Office, LLC | 27 | $3.85K | 0.00% | +27 | New |
| Kingdom Financial Group LLC. | 28 | $4.00K | 0.00% | −42−60.0% | Reduced |
| Lloyd Advisory Services, LLC. | 28 | $4.00K | 0.00% | +28 | New |
| Brown Brothers Harriman & Co | 30 | $4.28K | 0.00% | +1+3.4% | Added |
| Delos Wealth Advisors, LLC | 30 | $4.28K | 0.00% | +30 | New |
| AdvisorNet Financial, Inc | 38 | $5.42K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $5.57K | 0.00% | +2+5.4% | Added |
| City State Bank | 41 | $5.85K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 48 | $6.85K | 0.00% | +44+1,100.0% | Added |
| Parkside Financial Bank & Trust | 48 | $6.85K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 49 | $7.00K | 0.00% | +3+6.5% | Added |
| Financial Consulate, Inc | 50 | $7.14K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 51 | $7.34K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 53 | $7.57K | 0.00% | +1+1.9% | Added |
| Meramec Financial Planners, LLC | 50 | $7.92K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 56 | $8.00K | 0.00% | +56 | New |
| Strengthening Families & Communities, LLC | 62 | $8.85K | 0.00% | +62 | New |
| Bullock Wealth Management Group | 62 | $8.89K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 63 | $8.99K | 0.00% | +44+231.6% | Added |
| Crewe Advisors LLC | 64 | $9.14K | 0.00% | +52+433.3% | Added |
| Steward Partners Investment Advisory, LLC | 71 | $10.1K | 0.00% | +60+545.5% | Added |
| Bare Financial Services, Inc | 80 | $11.4K | 0.00% | +21+35.6% | Added |
| Huntington National Bank | 82 | $11.7K | 0.00% | +19+30.2% | Added |
| Bell Investment Advisors, Inc | 83 | $11.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 101 | $14.0K | 0.01% | −33−24.6% | Reduced |
| Anchor Investment Management, LLC | 100 | $14.3K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 101 | $14.4K | 0.01% | +101 | New |
| McGuire Capital Advisors Inc | 102 | $14.6K | 0.01% | −20−16.4% | Reduced |
| Root Financial Partners, LLC | 103 | $14.7K | 0.00% | +18+21.2% | Added |
| Bryn Mawr Trust Co | 113 | $16.1K | 0.00% | +113 | New |
| Hilton Head Capital Partners, LLC | 122 | $17.4K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 124 | $17.7K | 0.00% | −45−26.6% | Reduced |
| Smithfield Trust Co | 144 | $21.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 148 | $21.0K | 0.00% | +52+54.2% | Added |
| REAP Financial Group, LLC | 150 | $21.4K | 0.00% | +150 | New |
| Financial Management Professionals, Inc. | 155 | $22.1K | 0.00% | +155 | New |
| Northwestern Mutual Wealth Management Co | 155 | $22.1K | 0.00% | +9+6.2% | Added |
| Nomura Asset Management Co Ltd | 160 | $22.8K | 0.00% | 00.0% | Unchanged |
| 10Elms LLP | 160 | $22.8K | 0.01% | +20+14.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 162 | $23.1K | 0.01% | +162 | New |
| Essential Partners LLC | 163 | $23.3K | 0.01% | +22+15.6% | Added |
| Blue Bell Private Wealth Management, LLC | 164 | $23.4K | 0.00% | +15+10.1% | Added |
| Cullen/Frost Bankers, Inc. | 180 | $25.7K | 0.00% | +29+19.2% | Added |
| Parallel Advisors, LLC | 181 | $25.9K | 0.00% | +3+1.7% | Added |
| Larson Financial Group LLC | 183 | $26.1K | 0.00% | +45+32.6% | Added |
| Umb Bank N A | 222 | $31.7K | 0.00% | +5+2.3% | Added |
| Basecamp Wealth Advisors LLC | 226 | $32.3K | 0.01% | +6+2.7% | Added |
| Aster Capital Management (DIFC) Ltd | 217 | $32.3K | 0.01% | +158+267.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 245 | $35.0K | 0.00% | +35+16.7% | Added |
| Kemnay Advisory Services Inc. | 246 | $35.1K | 0.01% | +116+89.2% | Added |
| Golden State Wealth Management, LLC | 257 | $36.7K | 0.00% | +210+446.8% | Added |
| Signature Equity Partners, LLC | 261 | $37.3K | 0.02% | +35+15.5% | Added |
| Sterling Capital Management LLC | 281 | $40.1K | 0.00% | −8−2.8% | Reduced |
| WealthCollab, LLC | 284 | $40.5K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 288 | $41.1K | 0.05% | +215+294.5% | Added |
| IFP Advisors, Inc | 299 | $42.7K | 0.00% | −9−2.9% | Reduced |
| Reyes Financial Architecture, Inc. | 301 | $43.0K | 0.04% | −206−40.6% | Reduced |
| Whittier Trust Co | 289 | $43.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 336 | $48.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 337 | $48.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 355 | $50.7K | 0.00% | +192+117.8% | Added |