| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 2 | $49 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $84 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 6 | $147 | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 7 | $172 | 0.00% | −1−12.5% | Reduced |
| Evolution Wealth Management Inc. | 10 | $246 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11 | $270 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 13 | $319 | 0.00% | −108−89.3% | Reduced |
| Gilpin Wealth Management, LLC | 13 | $320 | 0.00% | +5+62.5% | Added |
| Fulcrum Asset Management LLP | 16 | $406 | 0.00% | +16 | New |
| Larson Financial Group LLC | 18 | $430 | 0.00% | +1+5.9% | Added |
| Strengthening Families & Communities, LLC | 18 | $442 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 18 | $442 | 0.00% | +18 | New |
| Community Financial Services Group, LLC | 19 | $466 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $491 | 0.00% | +20 | New |
| Financial Consulate, Inc | 21 | $516 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 22 | $548 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 24 | $589 | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 26 | $638 | 0.00% | +26 | New |
| Signature Resources Capital Management, LLC | 29 | $712 | 0.00% | −107−78.7% | Reduced |
| Breakwater Investment Management | 29 | $712 | 0.00% | +29 | New |
| Montgomery Financial Services LLC | 30 | $735 | 0.00% | +30 | New |
| Spire Wealth Management | 32 | $786 | 0.00% | −15−31.9% | Reduced |
| Kilter Group LLC | 34 | $835 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 34 | $835 | 0.00% | +34 | New |
| Sunrise Financial Services, LLC | 36 | $884 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 37 | $908 | 0.00% | +37 | New |
| Carolina Wealth Advisors, LLC | 37 | $908 | 0.00% | +37 | New |
| Financial Perspectives, Inc | 39 | $957 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 40 | $982 | 0.00% | +40 | New |
| Avion Wealth | 64 | $1.00K | 0.00% | +41+178.3% | Added |
| Continuum Advisory, LLC | 44 | $1.08K | 0.00% | +44 | New |
| Cornerstone Planning Group LLC | 42 | $1.10K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 45 | $1.10K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 49 | $1.20K | 0.00% | +1+2.1% | Added |
| Oakworth Capital, Inc. | 49 | $1.20K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 50 | $1.20K | 0.00% | +50 | New |
| Farmers & Merchants Investments Inc | 64 | $1.57K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 65 | $1.60K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 67 | $1.65K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 67 | $1.65K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 68 | $1.67K | 0.00% | +17+33.3% | Added |
| Duncker Streett & Co Inc | 75 | $1.84K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 84 | $2.06K | 0.00% | +84 | New |
| Kimelman & Baird, LLC | 90 | $2.21K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 90 | $2.22K | 0.00% | +1+1.1% | Added |
| Tompkins Financial Corp | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 105 | $2.58K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 122 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 127 | $3.12K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 136 | $3.34K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 140 | $3.44K | 0.00% | +136+3,400.0% | Added |
| Basecamp Wealth Advisors LLC | 146 | $3.58K | 0.00% | +46+46.0% | Added |
| Hazlett, Burt & Watson, Inc. | 179 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 177 | $4.34K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 177 | $4.35K | 0.00% | +79+80.6% | Added |
| Cassaday & Co Wealth Management LLC | 178 | $4.38K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 203 | $4.98K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 198 | $5.00K | 0.00% | −116−36.9% | Reduced |
| WealthCollab, LLC | 205 | $5.03K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 209 | $5.13K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 211 | $5.18K | 0.00% | +211 | New |
| Vermillion Wealth Management, Inc. | 224 | $5.50K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 239 | $5.87K | 0.00% | −37−13.4% | Reduced |
| Zions Bancorporation, National Association | 245 | $6.01K | 0.00% | +122+99.2% | Added |
| Rossby Financial, LCC | 250 | $6.14K | 0.00% | +80+47.1% | Added |
| Essential Partners LLC | 263 | $6.46K | 0.00% | +94+55.6% | Added |
| CGC Financial Services, LLC | 273 | $6.70K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 300 | $7.37K | 0.00% | +216+257.1% | Added |
| Bayban | 337 | $8.27K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 338 | $8.30K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 344 | $8.45K | 0.00% | −110−24.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 365 | $8.96K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 392 | $9.62K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 452 | $11.1K | 0.00% | −1,733−79.3% | Reduced |
| Rothschild Investment LLC | 466 | $11.4K | 0.00% | −24−4.9% | Reduced |
| Montag A & Associates Inc | 467 | $11.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 490 | $12.0K | 0.00% | +490 | New |
| Harbor Capital Advisors, Inc. | 548 | $13.0K | 0.00% | −311−36.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 540 | $13.2K | 0.00% | −480−47.1% | Reduced |
| Massmutual Trust Co FSB | 653 | $16.0K | 0.00% | +35+5.7% | Added |
| Umb Bank N A | 740 | $18.2K | 0.00% | +492+198.4% | Added |
| Fifth Third Bancorp | 749 | $18.4K | 0.00% | −185−19.8% | Reduced |
| Optiver Holding B.V. | 766 | $18.8K | 0.00% | +766 | New |
| Salomon & Ludwin, LLC | 773 | $19.0K | 0.00% | −85−9.9% | Reduced |
| EverSource Wealth Advisors, LLC | 816 | $20.0K | 0.00% | −1,365−62.6% | Reduced |
| Kemnay Advisory Services Inc. | 833 | $20.4K | 0.00% | −65−7.2% | Reduced |
| Whittier Trust Co | 900 | $22.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 919 | $22.6K | 0.00% | −204−18.2% | Reduced |
| Trust Co of Toledo NA | 946 | $23.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,055 | $25.9K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,129 | $27.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,127 | $27.8K | 0.00% | −314−21.8% | Reduced |
| IFP Advisors, Inc | 1,134 | $27.8K | 0.00% | +583+105.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,225 | $30.1K | 0.00% | +245+25.0% | Added |
| Covestor Ltd | 1,285 | $32.0K | 0.02% | +7+0.5% | Added |
| GF Fund Management Co. Ltd. | 1,475 | $36.2K | 0.00% | −104−6.6% | Reduced |
| Bessemer Group Inc | 1,649 | $40.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,654 | $40.6K | 0.00% | +322+24.2% | Added |
| Truvestments Capital LLC | 1,689 | $41.5K | 0.01% | 00.0% | Unchanged |