| Penserra Capital Management LLC | 9 | $0 | 0.00% | −6−40.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Creekmur Asset Management LLC | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $67 | 0.00% | +1 | New |
| Hexagon Capital Partners LLC | 2 | $132 | 0.00% | −1−33.3% | Reduced |
| WestEnd Advisors, LLC | 2 | $132 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3 | $198 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $330 | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 5 | $331 | 0.00% | +5 | New |
| ClariVest Asset Management LLC | 8 | $485 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $528 | 0.00% | +8 | New |
| Voisard Asset Management Group, Inc. | 8 | $529 | 0.00% | +8 | New |
| Strengthening Families & Communities, LLC | 10 | $661 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $661 | 0.00% | +5+100.0% | Added |
| HM Payson & Co | 10 | $661 | 0.00% | +10 | New |
| Riverview Trust Co | 11 | $727 | 0.00% | +11 | New |
| Bokf, NA | 11 | $737 | 0.00% | +2+22.2% | Added |
| Umb Bank N A | 14 | $925 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 20 | $1.00K | 0.00% | +20 | New |
| Financial Connections Group, Inc. | 25 | $1.00K | 0.00% | +25 | New |
| Caitlin John, LLC | 15 | $1.21K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $1.32K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 20 | $1.32K | 0.00% | +3+17.6% | Added |
| Core Alternative Capital | 21 | $1.39K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 22 | $1.46K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $1.65K | 0.00% | +9+56.3% | Added |
| SJS Investment Consulting Inc. | 28 | $1.85K | 0.00% | +6+27.3% | Added |
| Hartford Financial Management Inc. | 35 | $2.31K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 35 | $2.31K | 0.00% | +35 | New |
| Central Trust Co | 36 | $2.38K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 38 | $2.52K | 0.00% | +18+90.0% | Added |
| Horizon Financial Services, LLC | 42 | $2.78K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 42 | $2.78K | 0.00% | +42 | New |
| Ashton Thomas Securities, LLC | 45 | $2.98K | 0.00% | +45 | New |
| Avion Wealth | 54 | $3.00K | 0.00% | +8+17.4% | Added |
| Reuter James Wealth Management, LLC | 47 | $3.11K | 0.00% | +47 | New |
| New Millennium Group LLC | 47 | $3.11K | 0.00% | +47 | New |
| TD Private Client Wealth LLC | 48 | $3.17K | 0.00% | −7−12.7% | Reduced |
| Harbour Investments, Inc. | 48 | $3.17K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $3.31K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 54 | $3.57K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 59 | $3.90K | 0.00% | +59 | New |
| Glen Eagle Advisors, LLC | 75 | $4.96K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 68 | $5.00K | 0.00% | +68 | New |
| Versant Capital Management, Inc | 76 | $5.02K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 81 | $5.35K | 0.00% | +9+12.5% | Added |
| JFS Wealth Advisors, LLC | 89 | $5.88K | 0.00% | +29+48.3% | Added |
| Bell Investment Advisors, Inc | 90 | $5.95K | 0.00% | −25−21.7% | Reduced |
| Salomon & Ludwin, LLC | 100 | $6.61K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 84 | $6.76K | 0.00% | +84 | New |
| Legacy Wealth Managment, LLC | 84 | $6.76K | 0.00% | +84 | New |
| Smithfield Trust Co | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 108 | $7.14K | 0.00% | −143−57.0% | Reduced |
| MV Capital Management, Inc. | 109 | $7.21K | 0.00% | −22−16.8% | Reduced |
| Geneos Wealth Management Inc. | 112 | $7.40K | 0.00% | +112 | New |
| Abich Financial Wealth Management LLC | 119 | $7.87K | 0.02% | +75+170.5% | Added |
| Compagnie Lombard Odier SCmA | 120 | $7.93K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 127 | $8.00K | 0.00% | +9+7.6% | Added |
| Dynamic Wealth Strategies, LLC | 117 | $8.00K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 126 | $8.33K | 0.01% | +121+2,420.0% | Added |
| Spire Wealth Management | 127 | $8.39K | 0.00% | +20+18.7% | Added |
| Bruce G. Allen Investments, LLC | 128 | $8.46K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 132 | $8.73K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 133 | $8.79K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 134 | $8.86K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 146 | $9.65K | 0.00% | −12,386−98.8% | Reduced |
| City State Bank | 147 | $9.72K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 152 | $10.0K | 0.01% | +123+424.1% | Added |
| Zions Bancorporation, N.A. | 153 | $10.1K | 0.00% | −44−22.3% | Reduced |
| Castleview Partners, LLC | 158 | $10.4K | 0.01% | +48+43.6% | Added |
| Global X Japan Co., Ltd. | 159 | $10.5K | 0.00% | +159 | New |
| Farmers & Merchants Investments Inc | 165 | $10.9K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 188 | $12.4K | 0.00% | −16,039−98.8% | Reduced |
| Farther Finance Advisors, LLC | 195 | $12.9K | 0.00% | +70+56.0% | Added |
| CIBC Private Wealth Group, LLC | 201 | $13.3K | 0.00% | −3−1.5% | Reduced |
| Private Wealth Management Group, LLC | 215 | $14.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 217 | $14.3K | 0.00% | +207+2,070.0% | Added |
| Ronald Blue Trust, Inc. | 264 | $16.0K | 0.00% | +41+18.4% | Added |
| Capital Advisors, Ltd. LLC | 258 | $17.0K | 0.00% | −2−0.8% | Reduced |
| Armstrong Advisory Group, Inc | 261 | $17.3K | 0.00% | +261 | New |
| LMR Partners LLP | 286 | $18.9K | 0.00% | +286 | New |
| Allworth Financial LP | 290 | $19.2K | 0.00% | −172−37.2% | Reduced |
| Rise Advisors, LLC | 310 | $20.5K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 320 | $21.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 367 | $24.3K | 0.00% | +3+0.8% | Added |
| Rothschild Investment LLC | 370 | $24.5K | 0.00% | +5+1.4% | Added |
| Global Retirement Partners, LLC | 391 | $25.8K | 0.00% | −4−1.0% | Reduced |
| Raleigh Capital Management Inc. | 393 | $26.0K | 0.01% | −10−2.5% | Reduced |
| Cape Investment Advisory, Inc. | 400 | $26.4K | 0.01% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 428 | $28.3K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 454 | $30.0K | 0.01% | +454 | New |
| EverSource Wealth Advisors, LLC | 488 | $32.3K | 0.00% | −241−33.1% | Reduced |
| Quadrant Capital Group LLC | 499 | $33.0K | 0.00% | −22−4.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 500 | $33.0K | 0.01% | +500 | New |
| Hilltop National Bank | 550 | $36.4K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 645 | $36.7K | 0.01% | +617+2,203.6% | Added |
| Sentry Investment Management LLC | 562 | $37.0K | 0.02% | −370−39.7% | Reduced |
| SRS Capital Advisors, Inc. | 560 | $37.0K | 0.00% | 00.0% | Unchanged |