| Evolution Advisers, Inc. | 15 | $0 | 0.00% | +15 | New |
| Navigoe, LLC | 16 | $0 | 0.00% | +16 | New |
| GHP Investment Advisors, Inc. | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $96 | 0.00% | −15−88.2% | Reduced |
| CoreCap Advisors, LLC | 3 | $143 | 0.00% | +3 | New |
| Maryland Capital Advisors Inc. | 3 | $144 | 0.00% | +3 | New |
| Essential Partners LLC | 4 | $191 | 0.00% | −240−98.4% | Reduced |
| MV Capital Management, Inc. | 4 | $191 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 4 | $191 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $218 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $239 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 5 | $239 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 6 | $275 | 0.00% | +6 | New |
| Bogart Wealth, LLC | 7 | $334 | 0.00% | −30−81.1% | Reduced |
| Rakuten Securities, Inc. | 10 | $478 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $573 | 0.00% | −71−85.5% | Reduced |
| Caldwell Trust Co | 12 | $573 | 0.00% | +12 | New |
| Transamerica Financial Advisors, Inc. | 13 | $620 | 0.00% | +11+550.0% | Added |
| Davis Capital Management | 13 | $621 | 0.00% | +13 | New |
| Cornerstone Financial Management LLC | 17 | $812 | 0.00% | +17 | New |
| Caitong International Asset Management Co., Ltd | 18 | $860 | 0.00% | −9,855−99.8% | Reduced |
| Avion Wealth | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 23 | $1.10K | 0.00% | +9+64.3% | Added |
| Raffa Wealth Management, LLC | 24 | $1.15K | 0.00% | +22+1,100.0% | Added |
| Cedar Mountain Advisors, LLC | 27 | $1.29K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 28 | $1.34K | 0.00% | +28 | New |
| Whipplewood Advisors, LLC | 29 | $1.39K | 0.00% | −230−88.8% | Reduced |
| SHP Wealth Management | 30 | $1.43K | 0.00% | +25+500.0% | Added |
| HFM Investment Advisors, LLC | 32 | $1.53K | 0.00% | +15+88.2% | Added |
| Manchester Capital Management LLC | 33 | $1.58K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 33 | $1.58K | 0.00% | +33 | New |
| Noble Wealth Management PBC | 36 | $1.72K | 0.00% | +36 | New |
| DiNuzzo Private Wealth, Inc. | 38 | $1.81K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 39 | $1.86K | 0.00% | +39 | New |
| Gilpin Wealth Management, LLC | 39 | $1.86K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 43 | $2.05K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 47 | $2.24K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 49 | $2.34K | 0.00% | +10+25.6% | Added |
| Cromwell Holdings LLC | 58 | $2.77K | 0.00% | +26+81.3% | Added |
| Creative Capital Management Investments LLC | 60 | $2.87K | 0.00% | +60 | New |
| Montag A & Associates Inc | 60 | $2.88K | 0.00% | −10−14.3% | Reduced |
| SBI Securities Co., Ltd. | 64 | $3.06K | 0.00% | +39+156.0% | Added |
| Bell Investment Advisors, Inc | 69 | $3.29K | 0.00% | −7−9.2% | Reduced |
| UMA Financial Services, Inc. | 69 | $3.29K | 0.00% | +8+13.1% | Added |
| JPL Wealth Management, LLC | 70 | $3.34K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 72 | $3.44K | 0.00% | +37+105.7% | Added |
| AdvisorNet Financial, Inc | 75 | $3.58K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 75 | $3.58K | 0.00% | +20+36.4% | Added |
| Albion Financial Group | 85 | $4.06K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 88 | $4.20K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 95 | $4.54K | 0.00% | +2+2.2% | Added |
| Rialto Wealth Management, LLC | 101 | $4.82K | 0.00% | +54+114.9% | Added |
| Whittier Trust Co of Nevada Inc | 128 | $4.94K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 107 | $5.11K | 0.00% | +8+8.1% | Added |
| United Financial Planning Group LLC | 109 | $5.21K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 164 | $5.60K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 121 | $5.78K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 140 | $6.68K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 149 | $7.12K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 164 | $7.83K | 0.00% | +154+1,540.0% | Added |
| LRI Investments, LLC | 184 | $8.79K | 0.00% | +16+9.5% | Added |
| High Note Wealth, LLC | 194 | $9.26K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 197 | $9.41K | 0.00% | +3+1.5% | Added |
| Central Trust Co | 203 | $9.69K | 0.00% | +203 | New |
| Copeland Capital Management, LLC | 228 | $10.9K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 232 | $11.1K | 0.01% | +232 | New |
| Meeder Asset Management Inc | 235 | $11.2K | 0.00% | +10+4.4% | Added |
| Ameriflex Group, Inc. | 258 | $12.3K | 0.01% | +245+1,884.6% | Added |
| JFS Wealth Advisors, LLC | 267 | $12.8K | 0.00% | +39+17.1% | Added |
| DT Investment Partners, LLC | 290 | $13.8K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 295 | $14.0K | 0.00% | +295 | New |
| Keating Financial Advisory Services, Inc. | 295 | $14.1K | 0.00% | +15+5.4% | Added |
| Danske Bank A/S | 300 | $14.3K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 305 | $14.6K | 0.00% | +305 | New |
| Clearstead Advisors, LLC | 313 | $14.9K | 0.00% | +313 | New |
| MidFirst Bank | 314 | $15.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 315 | $15.0K | 0.00% | +315 | New |
| IFP Advisors, Inc | 318 | $15.2K | 0.00% | +56+21.4% | Added |
| Farmers & Merchants Investments Inc | 320 | $15.3K | 0.00% | +200+166.7% | Added |
| Covestor Ltd | 339 | $16.0K | 0.01% | −262−43.6% | Reduced |
| Continuum Advisory, LLC | 348 | $16.6K | 0.00% | +348 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 355 | $17.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 356 | $17.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 376 | $18.0K | 0.00% | +27+7.7% | Added |
| Richardson Capital Management LLC | 420 | $20.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 441 | $21.1K | 0.00% | −2,343−84.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 471 | $22.5K | 0.00% | +121+34.6% | Added |
| ZRC Wealth Management, LLC | 485 | $23.2K | 0.01% | +364+300.8% | Added |
| Quarry LP | 520 | $24.8K | 0.00% | −738−58.7% | Reduced |
| Ronald Blue Trust, Inc. | 538 | $25.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 554 | $26.5K | 0.00% | +57+11.5% | Added |
| Rothschild Investment LLC | 674 | $32.2K | 0.00% | +25+3.9% | Added |
| Smithfield Trust Co | 683 | $33.0K | 0.00% | +683 | New |
| Bare Financial Services, Inc | 770 | $36.8K | 0.01% | +349+82.9% | Added |
| Tower Research Capital LLC (TRC) | 787 | $37.6K | 0.00% | −1,904−70.8% | Reduced |
| True Wealth Design, LLC | 810 | $38.7K | 0.01% | −5−0.6% | Reduced |
| Acadian Asset Management LLC | 855 | $40.0K | 0.00% | +855 | New |
| Nomura Asset Management Co Ltd | 890 | $42.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 929 | $44.4K | 0.00% | +239+34.6% | Added |