| Retirement Wealth Solutions LLC | 0 | $13 | 0.00% | 0 | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $66 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $99 | 0.00% | +3 | New |
| Aspect Partners, LLC | 7 | $230 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $230 | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 7 | $230 | 0.00% | +7 | New |
| Parkworth Wealth Management, Inc. | 8 | $262 | 0.00% | +8 | New |
| American Capital Advisory, LLC | 8 | $263 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $328 | 0.00% | −5−33.3% | Reduced |
| Colonial Trust Co | 10 | $328 | 0.00% | −1−9.1% | Reduced |
| AdvisorNet Financial, Inc | 13 | $426 | 0.00% | −203−94.0% | Reduced |
| UMA Financial Services, Inc. | 13 | $427 | 0.00% | −16−55.2% | Reduced |
| Total Investment Management Inc | 13 | $431 | 0.00% | +13 | New |
| Rialto Wealth Management, LLC | 15 | $492 | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 18 | $548 | 0.00% | −82−82.0% | Reduced |
| Activest Wealth Management | 19 | $623 | 0.00% | −60−75.9% | Reduced |
| WealthTrak Capital Management LLC | 20 | $656 | 0.00% | −5−20.0% | Reduced |
| Ancora Advisors, LLC | 22 | $722 | 0.00% | +22 | New |
| Principia Wealth Advisory, LLC | 24 | $787 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 24 | $788 | 0.00% | +24 | New |
| Kilter Group LLC | 25 | $820 | 0.00% | +25 | New |
| Clark Wealth Partners | 28 | $918 | 0.00% | +2+7.7% | Added |
| Wolff Wiese Magana LLC | 30 | $984 | 0.00% | +20+200.0% | Added |
| CBIZ Investment Advisory Services, LLC | 30 | $984 | 0.00% | +30 | New |
| Hemington Wealth Management | 52 | $1.00K | 0.00% | −38−42.2% | Reduced |
| Tortoise Investment Management, LLC | 31 | $1.02K | 0.00% | +31 | New |
| Rise Advisors, LLC | 32 | $1.05K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 41 | $1.39K | 0.00% | +41 | Added |
| Dunhill Financial, LLC | 43 | $1.42K | 0.00% | −42−49.4% | Reduced |
| TD Private Client Wealth LLC | 45 | $1.48K | 0.00% | +45 | New |
| GFG Capital, LLC | 48 | $1.57K | 0.00% | +48 | New |
| Harbour Investments, Inc. | 48 | $1.58K | 0.00% | +6+14.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 49 | $1.61K | 0.00% | +19+63.3% | Added |
| Sound Income Strategies, LLC | 55 | $1.80K | 0.00% | +55 | New |
| Raffa Wealth Management, LLC | 58 | $1.90K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 65 | $1.97K | 0.00% | +16+32.7% | Added |
| Avion Wealth | 88 | $2.00K | 0.00% | +58+193.3% | Added |
| Hantz Financial Services, Inc. | 63 | $2.00K | 0.00% | +63 | New |
| Bellwether Advisors, LLC | 62 | $2.03K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 64 | $2.10K | 0.00% | +64 | New |
| True Wealth Design, LLC | 73 | $2.40K | 0.00% | +68+1,360.0% | Added |
| First Command Advisory Services, Inc. | 80 | $2.62K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 86 | $2.82K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 92 | $3.02K | 0.00% | +38+70.4% | Added |
| Bell Investment Advisors, Inc | 100 | $3.28K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $3.28K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $3.28K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 101 | $3.31K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 108 | $3.53K | 0.00% | +108 | New |
| Private Trust Co NA | 117 | $3.84K | 0.00% | +14+13.6% | Added |
| MV Capital Management, Inc. | 118 | $3.87K | 0.00% | −21−15.1% | Reduced |
| TCTC Holdings, LLC | 121 | $3.97K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 123 | $4.03K | 0.00% | +123 | New |
| Key Financial Inc | 127 | $4.17K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 133 | $4.36K | 0.00% | +28+26.7% | Added |
| HighMark Wealth Management LLC | 0 | $4.46K | 0.00% | −136−100.0% | Reduced |
| Dogwood Wealth Management LLC | 147 | $4.74K | 0.00% | +147 | New |
| Financial Management Professionals, Inc. | 149 | $4.93K | 0.00% | +132+776.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 165 | $4.96K | 0.00% | +165 | New |
| Bryn Mawr Trust Co | 160 | $5.25K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 172 | $5.64K | 0.00% | +172 | New |
| Frazier Financial Advisors, LLC | 191 | $6.26K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 193 | $6.33K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 199 | $6.51K | 0.00% | +161+423.7% | Added |
| Costello Asset Management, INC | 200 | $6.56K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 223 | $7.31K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 252 | $8.28K | 0.00% | +1+0.4% | Added |
| Geneos Wealth Management Inc. | 261 | $8.56K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 271 | $8.89K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 277 | $9.09K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 289 | $9.48K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 300 | $9.84K | 0.00% | −14−4.5% | Reduced |
| SRS Capital Advisors, Inc. | 326 | $10.7K | 0.00% | +28+9.4% | Added |
| Sierra Ocean, LLC | 346 | $11.3K | 0.01% | +32+10.2% | Added |
| Clear Street Markets LLC | 384 | $12.6K | 0.00% | +384 | New |
| NewSquare Capital LLC | 387 | $12.7K | 0.00% | +236+156.3% | Added |
| Covestor Ltd | 390 | $13.0K | 0.01% | −11−2.7% | Reduced |
| Farmers & Merchants Investments Inc | 411 | $13.5K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 420 | $13.8K | 0.00% | +420 | New |
| GW&K Investment Management, LLC | 439 | $14.0K | 0.00% | +39+9.8% | Added |
| Pacific Center for Financial Services | 438 | $14.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 443 | $14.5K | 0.00% | +159+56.0% | Added |
| Millstone Evans Group, LLC | 501 | $16.4K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 520 | $17.0K | 0.01% | +5+1.0% | Added |
| Dynamic Wealth Strategies, LLC | 524 | $17.2K | 0.01% | −538−50.7% | Reduced |
| Meeder Asset Management Inc | 572 | $18.8K | 0.00% | +347+154.2% | Added |
| Ameritas Advisory Services, LLC | 578 | $19.0K | 0.00% | +578 | New |
| Lazard Asset Management LLC | 597 | $19.0K | 0.00% | −18−2.9% | Reduced |
| Headlands Technologies LLC | 639 | $21.0K | 0.00% | −254−28.4% | Reduced |
| Parkside Financial Bank & Trust | 671 | $22.0K | 0.00% | −54−7.4% | Reduced |
| Smartleaf Asset Management LLC | 789 | $25.8K | 0.00% | −518−39.6% | Reduced |
| Umb Bank N A | 901 | $29.6K | 0.00% | +112+14.2% | Added |
| Capital Analysts, LLC | 912 | $30.0K | 0.00% | +241+35.9% | Added |
| Harbor Capital Advisors, Inc. | 909 | $30.0K | 0.00% | +909 | New |
| Zions Bancorporation, National Association | 1,134 | $37.2K | 0.00% | −6−0.5% | Reduced |
| North Capital, Inc. | 1,188 | $39.0K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,219 | $40.0K | 0.00% | +300+32.6% | Added |
| Cromwell Holdings LLC | 1,257 | $41.6K | 0.03% | +51+4.2% | Added |
