| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1 | $143 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $144 | 0.00% | −14−93.3% | Reduced |
| True Wealth Design, LLC | 1 | $144 | 0.00% | −2−66.7% | Reduced |
| Raffa Wealth Management, LLC | 2 | $286 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $286 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 2 | $286 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $294 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 3 | $430 | 0.00% | −10−76.9% | Reduced |
| SJS Investment Consulting Inc. | 3 | $430 | 0.00% | −4−57.1% | Reduced |
| Sachetta, LLC | 3 | $430 | 0.00% | −3−50.0% | Reduced |
| HFM Investment Advisors, LLC | 3 | $430 | 0.00% | +2+200.0% | Added |
| Grove Bank & Trust | 3 | $430 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $430 | 0.00% | +3 | New |
| Activest Wealth Management | 4 | $573 | 0.00% | −2−33.3% | Reduced |
| WealthCollab, LLC | 4 | $573 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $573 | 0.00% | +3+300.0% | Added |
| Bare Financial Services, Inc | 4 | $573 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $685 | 0.00% | −10−71.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $716 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5 | $716 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $717 | 0.00% | −122−96.1% | Reduced |
| Nemes Rush Group LLC | 6 | $859 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 6 | $859 | 0.00% | +3+100.0% | Added |
| Clark Wealth Partners | 6 | $859 | 0.00% | +6 | New |
| Roble, Belko & Company, Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 8 | $1.15K | 0.00% | −15−65.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $1.15K | 0.00% | −2−20.0% | Reduced |
| Kilter Group LLC | 8 | $1.15K | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 9 | $1.29K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 9 | $1.29K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $1.29K | 0.00% | +9 | New |
| Central Trust Co | 10 | $1.43K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11 | $1.57K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 12 | $1.72K | 0.00% | −36−75.0% | Reduced |
| Howard Hughes Medical Institute | 12 | $1.72K | 0.00% | +12 | New |
| Resources Management Corp | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Olistico Wealth, LLC | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 15 | $2.15K | 0.00% | +5+50.0% | Added |
| Bruce G. Allen Investments, LLC | 16 | $2.29K | 0.00% | +16 | New |
| Beacon Capital Management, LLC | 17 | $2.44K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 20 | $2.86K | 0.00% | +20 | New |
| Briaud Financial Planning, Inc | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 21 | $3.01K | 0.00% | +1+5.0% | Added |
| WPG Advisers, LLC | 23 | $3.29K | 0.00% | −13−36.1% | Reduced |
| Bell Investment Advisors, Inc | 24 | $3.44K | 0.00% | +4+20.0% | Added |
| Westside Investment Management, Inc. | 25 | $3.58K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 25 | $3.58K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 26 | $3.72K | 0.00% | −3−10.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 28 | $4.01K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 31 | $4.44K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 31 | $4.44K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 32 | $4.58K | 0.00% | +1+3.2% | Added |
| Cedar Mountain Advisors, LLC | 35 | $5.01K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 39 | $5.58K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 42 | $6.01K | 0.00% | +42 | New |
| NVWM, LLC | 43 | $6.16K | 0.00% | −3,408−98.8% | Reduced |
| GeoWealth Management, LLC | 45 | $6.44K | 0.00% | +45 | New |
| Operose Advisors LLC | 46 | $6.59K | 0.00% | +46 | New |
| Medallion Wealth Advisors, LLC | 45 | $6.60K | 0.00% | −12−21.1% | Reduced |
| Assetmark, Inc | 49 | $7.02K | 0.00% | −30−38.0% | Reduced |
| MTM Investment Management, LLC | 50 | $7.16K | 0.00% | +50 | New |
| Allianz SE | 52 | $7.45K | 0.00% | +52 | New |
| Marshall & Sullivan Inc | 53 | $7.59K | 0.00% | +53 | New |
| Hemington Wealth Management | 59 | $8.00K | 0.00% | +13+28.3% | Added |
| Glen Eagle Advisors, LLC | 57 | $8.11K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 30 | $8.78K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 62 | $9.00K | 0.00% | +8+14.8% | Added |
| Atlantic Trust, LLC | 65 | $9.31K | 0.00% | +53+441.7% | Added |
| Bullock Wealth Management Group | 65 | $9.53K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 69 | $9.88K | 0.01% | +3+4.5% | Added |
| Limestone Investment Advisors LP | 70 | $10.0K | 0.00% | +70 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 71 | $10.2K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 72 | $10.3K | 0.01% | +8+12.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 52 | $10.3K | 0.00% | +52 | New |
| Global X Japan Co., Ltd. | 74 | $10.6K | 0.00% | +74 | New |
| Prestige Wealth Management Group LLC | 74 | $10.6K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 60 | $11.7K | 0.01% | −16−21.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 82 | $11.7K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 84 | $12.0K | 0.00% | +47+127.0% | Added |
| Smartleaf Asset Management LLC | 90 | $12.8K | 0.00% | −50−35.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 96 | $13.7K | 0.00% | +96 | New |
| Sentry Investment Management LLC | 96 | $14.0K | 0.01% | −2,000−95.4% | Reduced |
| GW&K Investment Management, LLC | 96 | $14.0K | 0.00% | +26+37.1% | Added |
| Salem Investment Counselors Inc | 100 | $14.3K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 100 | $14.3K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $14.3K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $14.3K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $14.3K | 0.00% | +100 | New |
| Ronald Blue Trust, Inc. | 103 | $14.8K | 0.00% | +40+63.5% | Added |
| Essential Partners LLC | 107 | $15.3K | 0.01% | +107 | New |
| McIlrath & Eck, LLC | 108 | $15.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 110 | $15.8K | 0.00% | −245−69.0% | Reduced |
| Curat Global, LLC | 110 | $15.8K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 103 | $16.0K | 0.00% | +1+1.0% | Added |
| Newbridge Financial Services Group, Inc. | 115 | $16.5K | 0.00% | −145−55.8% | Reduced |
| Eastern Bank | 125 | $17.9K | 0.00% | 00.0% | Unchanged |