| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Cedar Mountain Advisors, LLC | 1 | $168 | 0.00% | −5−83.3% | Reduced |
| Assetmark, Inc | 1 | $168 | 0.00% | −1−50.0% | Reduced |
| Abound Wealth Management | 1 | $168 | 0.00% | −1−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 1 | $168 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $168 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $173 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $252 | 0.00% | +2 | New |
| Trust Co | 2 | $336 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $336 | 0.00% | +2 | New |
| Quent Capital, LLC | 3 | $504 | 0.00% | +3 | New |
| Creative Capital Management Investments LLC | 3 | $504 | 0.00% | +3 | New |
| LRI Investments, LLC | 3 | $504 | 0.00% | +3 | New |
| Cornerstone Financial Management LLC | 3 | $504 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 4 | $672 | 0.00% | −1−20.0% | Reduced |
| UMA Financial Services, Inc. | 4 | $672 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 4 | $672 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $672 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $672 | 0.00% | +4 | New |
| Gilpin Wealth Management, LLC | 5 | $840 | 0.00% | −1−16.7% | Reduced |
| Marquette Asset Management, LLC | 5 | $840 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $1.01K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 6 | $1.01K | 0.00% | +6 | New |
| Central Trust Co | 7 | $1.18K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 7 | $1.18K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.18K | 0.00% | +4+133.3% | Added |
| Kingdom Financial Group LLC. | 9 | $1.51K | 0.00% | −19−67.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 9 | $1.51K | 0.00% | +9 | New |
| Wealth Enhancement Trust Services, Inc. | 9 | $1.51K | 0.00% | +9 | New |
| Valued Wealth Advisors LLC | 10 | $1.68K | 0.00% | +1+11.1% | Added |
| Stone House Investment Management, LLC | 10 | $1.68K | 0.00% | +6+150.0% | Added |
| Bogart Wealth, LLC | 11 | $1.85K | 0.00% | +11 | New |
| Silver Grove Financial Group, Inc. | 12 | $2.02K | 0.00% | +12 | New |
| Rossby Financial, LCC | 14 | $2.35K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 15 | $2.52K | 0.00% | −12−44.4% | Reduced |
| Zions Bancorporation, National Association | 15 | $2.52K | 0.00% | +5+50.0% | Added |
| Continuum Advisory, LLC | 17 | $2.86K | 0.00% | +17 | New |
| Capital Advisors, Ltd. LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 18 | $3.02K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 18 | $3.02K | 0.00% | +13+260.0% | Added |
| Colonial Trust Co | 20 | $3.41K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $3.86K | 0.00% | +2+9.5% | Added |
| Prestige Wealth Management Group LLC | 26 | $4.37K | 0.00% | +4+18.2% | Added |
| TD Waterhouse Canada Inc. | 26 | $4.47K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 27 | $4.54K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 28 | $4.70K | 0.00% | −2−6.7% | Reduced |
| SJS Investment Consulting Inc. | 28 | $4.70K | 0.00% | +6+27.3% | Added |
| Action Point Financial Planning, LLC | 33 | $5.54K | 0.00% | +33 | New |
| AdvisorNet Financial, Inc | 38 | $6.38K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 39 | $6.55K | 0.00% | +23+143.8% | Added |
| City State Bank | 41 | $6.89K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 44 | $7.39K | 0.00% | +5+12.8% | Added |
| Massmutual Trust Co FSB | 45 | $7.56K | 0.00% | −8−15.1% | Reduced |
| Financial Consulate, Inc | 50 | $8.40K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $8.40K | 0.00% | +23+85.2% | Added |
| Burkett Financial Services, LLC | 51 | $8.63K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 53 | $8.90K | 0.00% | +11+26.2% | Added |
| McGuire Capital Advisors Inc | 54 | $9.07K | 0.00% | −48−47.1% | Reduced |
| Hughes Financial Services, LLC | 54 | $9.07K | 0.00% | +5+10.2% | Added |
| Meramec Financial Planners, LLC | 50 | $9.77K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 62 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 62 | $10.7K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 65 | $10.9K | 0.00% | +2+3.2% | Added |
| University of Texas/Texas Am Investment Managment Co | 70 | $11.8K | 0.00% | +70 | New |
| Fulcrum Asset Management LLP | 80 | $13.4K | 0.00% | +80 | New |
| Huntington National Bank | 82 | $13.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 83 | $13.9K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 86 | $14.4K | 0.01% | +86 | New |
| Ares Systematic Credit Ltd | 89 | $15.0K | 0.01% | +89 | New |
| Tokio Marine Asset Management Co Ltd | 92 | $15.5K | 0.00% | +92 | New |
| Anchor Investment Management, LLC | 100 | $16.8K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 107 | $18.0K | 0.00% | +51+91.1% | Added |
| Covestor Ltd | 111 | $18.0K | 0.01% | +10+9.9% | Added |
| Bryn Mawr Trust Co | 113 | $19.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 118 | $19.8K | 0.00% | −37−23.9% | Reduced |
| Hilton Head Capital Partners, LLC | 122 | $20.5K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 124 | $20.8K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 127 | $21.3K | 0.00% | +63+98.4% | Added |
| Harbor Capital Advisors, Inc. | 139 | $23.0K | 0.00% | −9−6.1% | Reduced |
| Smithfield Trust Co | 144 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 144 | $24.2K | 0.01% | +64+80.0% | Added |
| Sterling Capital Management LLC | 153 | $25.7K | 0.00% | −128−45.6% | Reduced |
| Financial Management Professionals, Inc. | 155 | $26.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 164 | $27.6K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 178 | $29.9K | 0.01% | +15+9.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 185 | $31.1K | 0.00% | −60−24.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 186 | $31.2K | 0.00% | +115+162.0% | Added |
| Parallel Advisors, LLC | 188 | $31.7K | 0.00% | +7+3.9% | Added |
| 10Elms LLP | 190 | $31.9K | 0.01% | +30+18.8% | Added |
| Cullen/Frost Bankers, Inc. | 199 | $33.4K | 0.00% | +19+10.6% | Added |
| Kilter Group LLC | 209 | $35.1K | 0.01% | +108+106.9% | Added |
| Larson Financial Group LLC | 216 | $36.3K | 0.00% | +33+18.0% | Added |
| Umb Bank N A | 230 | $38.6K | 0.00% | +8+3.6% | Added |
| Basecamp Wealth Advisors LLC | 239 | $40.2K | 0.01% | +13+5.8% | Added |
| Kemnay Advisory Services Inc. | 243 | $40.8K | 0.01% | −3−1.2% | Reduced |
| Signature Equity Partners, LLC | 267 | $44.9K | 0.02% | +6+2.3% | Added |
| WealthCollab, LLC | 284 | $47.7K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 289 | $50.9K | 0.00% | 00.0% | Unchanged |