| SOA Wealth Advisors, LLC. | 1 | $69 | 0.00% | −1−50.0% | Reduced |
| WestEnd Advisors, LLC | 2 | $138 | 0.00% | +1+100.0% | Added |
| True Wealth Design, LLC | 2 | $139 | 0.00% | −1−33.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $139 | 0.00% | +2 | New |
| Bokf, NA | 3 | $209 | 0.00% | +3 | New |
| NBC Securities, Inc. | 3 | $223 | 0.02% | −3,374−99.9% | Reduced |
| Parkworth Wealth Management, Inc. | 4 | $277 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 5 | $346 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $346 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 5 | $383 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 6 | $415 | 0.00% | +6 | New |
| WPG Advisers, LLC | 7 | $484 | 0.00% | +7 | New |
| Abound Wealth Management | 8 | $554 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 8 | $554 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 9 | $623 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $761 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 12 | $830 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 12 | $831 | 0.00% | +2+20.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $899 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | +4+50.0% | Added |
| Raffa Wealth Management, LLC | 18 | $1.25K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $1.45K | 0.00% | −5−19.2% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 21 | $1.45K | 0.00% | +21 | New |
| Cherry Tree Wealth Management, LLC | 22 | $1.52K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 23 | $1.59K | 0.00% | +23 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $1.66K | 0.00% | −2−7.7% | Reduced |
| Assetmark, Inc | 25 | $1.73K | 0.00% | +9+56.3% | Added |
| Brown, Lisle/Cummings, Inc. | 26 | $1.80K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 28 | $1.94K | 0.00% | +28 | New |
| GW&K Investment Management, LLC | 26 | $2.00K | 0.00% | −3−10.3% | Reduced |
| New Millennium Group LLC | 29 | $2.01K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $2.08K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 30 | $2.08K | 0.00% | +9+42.9% | Added |
| Harbor Investment Advisory, LLC | 31 | $2.15K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 33 | $2.28K | 0.00% | +33 | New |
| SBI Securities Co., Ltd. | 34 | $2.35K | 0.00% | +34 | New |
| Rothschild Investment LLC | 35 | $2.42K | 0.00% | +15+75.0% | Added |
| Dunhill Financial, LLC | 36 | $2.46K | 0.00% | +8+28.6% | Added |
| Lindbrook Capital, LLC | 37 | $2.56K | 0.00% | −44−54.3% | Reduced |
| Bruce G. Allen Investments, LLC | 37 | $2.56K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 39 | $2.70K | 0.00% | +39 | New |
| WealthCollab, LLC | 40 | $2.77K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $3.18K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 46 | $3.18K | 0.00% | +3+7.0% | Added |
| Creative Financial Designs Inc | 54 | $3.74K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 55 | $3.81K | 0.00% | +5+10.0% | Added |
| Simplex Trading, LLC | 64 | $4.00K | 0.00% | −19,194−99.7% | Reduced |
| Delta Asset Management LLC | 62 | $4.29K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 64 | $4.43K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 65 | $4.50K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 65 | $4.50K | 0.00% | +65 | New |
| Manchester Capital Management LLC | 66 | $4.57K | 0.00% | +24+57.1% | Added |
| Sachetta, LLC | 71 | $4.91K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 73 | $5.05K | 0.00% | +17+30.4% | Added |
| Principal Securities, Inc. | 74 | $5.12K | 0.00% | +37+100.0% | Added |
| Millstone Evans Group, LLC | 76 | $5.26K | 0.00% | +76 | New |
| Aster Capital Management (DIFC) Ltd | 77 | $5.33K | 0.00% | +77 | New |
| JFS Wealth Advisors, LLC | 83 | $5.74K | 0.00% | −1−1.2% | Reduced |
| Bell Investment Advisors, Inc | 83 | $5.74K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 83 | $5.74K | 0.00% | +1+1.2% | Added |
| North Star Investment Management Corp. | 90 | $6.23K | 0.00% | −79−46.7% | Reduced |
| Whittier Trust Co | 98 | $6.78K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 98 | $6.78K | 0.00% | −7−6.7% | Reduced |
| LRI Investments, LLC | 100 | $6.92K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 133 | $9.20K | 0.00% | +54+68.4% | Added |
| Glass Jacobson Investment Advisors llc | 136 | $9.41K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 136 | $9.41K | 0.00% | +59+76.6% | Added |
| First Horizon Advisors, Inc. | 151 | $10.4K | 0.00% | −1,273−89.4% | Reduced |
| Ancora Advisors, LLC | 170 | $11.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 181 | $12.5K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 182 | $12.6K | 0.01% | −170−48.3% | Reduced |
| Bank of New Hampshire | 200 | $13.8K | 0.00% | −100−33.3% | Reduced |
| TFC Financial Management | 200 | $13.8K | 0.00% | −11−5.2% | Reduced |
| Sound Income Strategies, LLC | 200 | $13.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 224 | $15.0K | 0.00% | +34+17.9% | Added |
| Federated Hermes, Inc. | 236 | $16.3K | 0.00% | −166−41.3% | Reduced |
| Parkside Financial Bank & Trust | 282 | $19.5K | 0.00% | +45+19.0% | Added |
| Northwestern Mutual Wealth Management Co | 287 | $19.9K | 0.00% | −1,281−81.7% | Reduced |
| TD Waterhouse Canada Inc. | 300 | $20.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 300 | $20.8K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 313 | $21.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 315 | $21.0K | 0.00% | +315 | New |
| Caitong International Asset Management Co., Ltd | 312 | $21.6K | 0.02% | +312 | New |
| Proequities, Inc. | 322 | $24.1K | 0.00% | −6,933−95.6% | Reduced |
| TD Private Client Wealth LLC | 350 | $24.2K | 0.00% | +144+69.9% | Added |
| Central Trust Co | 380 | $26.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 389 | $26.9K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $27.7K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 400 | $27.7K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 400 | $28.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 457 | $31.6K | 0.01% | +335+274.6% | Added |
| Investment Management Corp | 460 | $31.8K | 0.03% | +460 | New |
| Signaturefd, LLC | 485 | $33.6K | 0.00% | −15−3.0% | Reduced |
| Sentry Investment Management LLC | 506 | $35.0K | 0.02% | −82−13.9% | Reduced |
| Venturi Wealth Management, LLC | 586 | $40.6K | 0.00% | +569+3,347.1% | Added |
| Tortoise Investment Management, LLC | 598 | $41.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 677 | $46.8K | 0.00% | +323+91.2% | Added |
| Clearstead Advisors, LLC | 706 | $48.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 708 | $49.0K | 0.00% | −15−2.1% | Reduced |
| Deseret Mutual Benefit Administrators | 735 | $50.9K | 0.03% | 00.0% | Unchanged |
