| Measured Wealth Private Client Group, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Activest Wealth Management | 1 | $64 | 0.00% | −84−98.8% | Reduced |
| TFC Financial Management | 1 | $65 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1 | $65 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $129 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $129 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 3 | $193 | 0.00% | −14−82.4% | Reduced |
| Hughes Financial Services, LLC | 4 | $257 | 0.00% | −1−20.0% | Reduced |
| DecisionPoint Financial, LLC | 4 | $259 | 0.00% | +4 | New |
| Ameriflex Group, Inc. | 5 | $321 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 5 | $325 | 0.00% | +5 | New |
| Silver Grove Financial Group, Inc. | 6 | $404 | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 8 | $514 | 0.00% | −7−46.7% | Reduced |
| Triumph Capital Management | 9 | $579 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 9 | $579 | 0.00% | +9 | New |
| LRI Investments, LLC | 11 | $707 | 0.00% | +11 | New |
| Torren Management, LLC | 11 | $729 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $836 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 14 | $900 | 0.00% | +14 | New |
| Bruce G. Allen Investments, LLC | 15 | $964 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $1.03K | 0.00% | +1+6.7% | Added |
| HFM Investment Advisors, LLC | 16 | $1.03K | 0.00% | +6+60.0% | Added |
| Elevated Capital Advisors, LLC | 17 | $1.09K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 19 | $1.22K | 0.00% | +19 | New |
| JPL Wealth Management, LLC | 20 | $1.29K | 0.00% | −10−33.3% | Reduced |
| Ares Financial Consulting, LLC | 20 | $1.29K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 21 | $1.35K | 0.00% | −41−66.1% | Reduced |
| Marquette Asset Management, LLC | 22 | $1.42K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 25 | $1.61K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 26 | $1.67K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 27 | $1.74K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 29 | $1.86K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 30 | $1.91K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 31 | $1.99K | 0.00% | +31 | New |
| Capital Advisors, Ltd. LLC | 34 | $2.00K | 0.00% | +23+209.1% | Added |
| Navigoe, LLC | 40 | $2.00K | 0.00% | +6+17.6% | Added |
| Kilter Group LLC | 36 | $2.31K | 0.00% | +1+2.9% | Added |
| WPG Advisers, LLC | 37 | $2.38K | 0.00% | −21−36.2% | Reduced |
| UMA Financial Services, Inc. | 38 | $2.44K | 0.00% | +38 | New |
| Creative Capital Management Investments LLC | 40 | $2.57K | 0.00% | +40 | New |
| Steward Partners Investment Advisory, LLC | 42 | $2.70K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 42 | $2.70K | 0.00% | +1+2.4% | Added |
| Rialto Wealth Management, LLC | 45 | $2.89K | 0.00% | +32+246.2% | Added |
| Avion Wealth | 47 | $3.00K | 0.00% | −9−16.1% | Reduced |
| ZRC Wealth Management, LLC | 47 | $3.02K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 54 | $3.47K | 0.00% | +54 | New |
| Valued Wealth Advisors LLC | 59 | $3.79K | 0.00% | +59 | New |
| Rossby Financial, LCC | 65 | $4.18K | 0.00% | −9−12.2% | Reduced |
| Acumen Wealth Advisors, LLC | 66 | $4.24K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 69 | $4.47K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 75 | $4.82K | 0.00% | +26+53.1% | Added |
| Mather Group, LLC. | 77 | $4.95K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 78 | $5.01K | 0.00% | −510−86.7% | Reduced |
| Farmers & Merchants Investments Inc | 81 | $5.21K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 83 | $5.33K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 84 | $5.40K | 0.00% | +5+6.3% | Added |
| Fortitude Family Office, LLC | 91 | $5.85K | 0.00% | −3−3.2% | Reduced |
| Massmutual Trust Co FSB | 100 | $6.43K | 0.00% | −12−10.7% | Reduced |
| Private Trust Co NA | 105 | $6.75K | 0.00% | −11−9.5% | Reduced |
| TD Waterhouse Canada Inc. | 107 | $6.91K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 108 | $6.94K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 108 | $6.94K | 0.00% | +78+260.0% | Added |
| Quent Capital, LLC | 109 | $7.01K | 0.00% | −2−1.8% | Reduced |
| Action Point Financial Planning, LLC | 113 | $7.08K | 0.00% | +113 | New |
| Transamerica Financial Advisors, Inc. | 113 | $7.29K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 118 | $7.59K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 125 | $8.04K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 125 | $8.04K | 0.00% | +125 | New |
| Bell Investment Advisors, Inc | 126 | $8.10K | 0.00% | −136−51.9% | Reduced |
| Private Wealth Management Group, LLC | 154 | $9.90K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 155 | $9.96K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 185 | $11.9K | 0.00% | +2+1.1% | Added |
| CVA Family Office, LLC | 206 | $13.2K | 0.00% | +19+10.2% | Added |
| True Wealth Design, LLC | 250 | $16.1K | 0.00% | −72−22.4% | Reduced |
| WealthCollab, LLC | 298 | $19.2K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 400 | $25.7K | 0.01% | +118+41.8% | Added |
| Nomura Asset Management Co Ltd | 450 | $28.9K | 0.00% | −860−65.6% | Reduced |
| Allworth Financial LP | 484 | $31.1K | 0.00% | −1,064−68.7% | Reduced |
| IFP Advisors, Inc | 513 | $33.0K | 0.00% | +13+2.6% | Added |
| Farther Finance Advisors, LLC | 538 | $34.6K | 0.00% | −162−23.1% | Reduced |
| Kemnay Advisory Services Inc. | 621 | $39.9K | 0.01% | +43+7.4% | Added |
| Advisors Asset Management, Inc. | 673 | $43.3K | 0.00% | −493−42.3% | Reduced |
| US Bancorp | 695 | $44.7K | 0.00% | −26−3.6% | Reduced |
| Optiver Holding B.V. | 696 | $44.7K | 0.00% | +391+128.2% | Added |
| Covestor Ltd | 706 | $45.0K | 0.03% | −279−28.3% | Reduced |
| Harbor Capital Advisors, Inc. | 724 | $47.0K | 0.00% | −40−5.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 756 | $48.6K | 0.00% | −2,319−75.4% | Reduced |
| Versant Capital Management, Inc | 757 | $48.7K | 0.00% | +672+790.6% | Added |
| Advisor Group Holdings, Inc. | 763 | $49.0K | 0.00% | +37+5.1% | Added |
| Fifth Third Bancorp | 812 | $52.2K | 0.00% | −191−19.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 815 | $52.9K | 0.00% | −122−13.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 858 | $55.3K | 0.00% | +333+63.4% | Added |
| Persistent Asset Partners Ltd | 1,020 | $65.6K | 0.02% | +1,020 | New |
| DekaBank Deutsche Girozentrale | 1,195 | $69.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,097 | $70.5K | 0.00% | −2,063−65.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,121 | $72.1K | 0.00% | −924−45.2% | Reduced |
| Sit Investment Associates Inc | 1,140 | $73.0K | 0.00% | −810−41.5% | Reduced |
| Bayforest Capital Ltd | 1,177 | $75.7K | 0.07% | −1,179−50.0% | Reduced |
| Hantz Financial Services, Inc. | 1,178 | $76.0K | 0.00% | +338+40.2% | Added |
| State of Wyoming | 1,241 | $79.8K | 0.01% | +141+12.8% | Added |
