| IMA Wealth, Inc. | 1 | $134 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $134 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $134 | 0.00% | +1 | New |
| North Capital, Inc. | 1 | $134 | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $135 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $199 | 0.00% | −1−50.0% | Reduced |
| Private Wealth Asset Management, LLC | 2 | $268 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $269 | 0.00% | +2 | New |
| Rise Advisors, LLC | 3 | $403 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3 | $403 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3 | $403 | 0.00% | +1+50.0% | Added |
| Plante Moran Financial Advisors, LLC | 3 | $403 | 0.00% | +3 | New |
| Avalon Trust Co | 3 | $403 | 0.00% | +3 | New |
| Sound Income Strategies, LLC | 3 | $428 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 4 | $537 | 0.00% | −1−20.0% | Reduced |
| NVWM, LLC | 4 | $537 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $537 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $537 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 4 | $537 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 4 | $667 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $671 | 0.00% | −1−16.7% | Reduced |
| WPG Advisers, LLC | 5 | $671 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $671 | 0.00% | +1+25.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 5 | $671 | 0.00% | +5 | New |
| Kilter Group LLC | 5 | $671 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $674 | 0.00% | −2−28.6% | Reduced |
| ORG Partners LLC | 6 | $804 | 0.00% | −1−14.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 6 | $805 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 6 | $805 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 6 | $806 | 0.00% | +2+50.0% | Added |
| Johnson Financial Group, Inc. | 6 | $806 | 0.00% | +6 | New |
| Financial Consulate, Inc | 6 | $806 | 0.00% | +6 | New |
| Ogorek Anthony Joseph | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Transamerica Financial Advisors, Inc. | 8 | $1.07K | 0.00% | +8 | New |
| Grove Bank & Trust | 10 | $1.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $1.34K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $1.74K | 0.00% | −34−72.3% | Reduced |
| UMA Financial Services, Inc. | 14 | $1.88K | 0.00% | +6+75.0% | Added |
| Prestige Wealth Management Group LLC | 15 | $2.01K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 16 | $2.15K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $2.15K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 16 | $2.15K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $2.17K | 0.00% | −1−6.3% | Reduced |
| NBC Securities, Inc. | 17 | $2.28K | 0.00% | −1,130−98.5% | Reduced |
| Howard Hughes Medical Institute | 17 | $2.28K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 18 | $2.42K | 0.00% | −6−25.0% | Reduced |
| GWM Advisors LLC | 19 | $2.55K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 19 | $2.55K | 0.00% | +1+5.6% | Added |
| State of Wyoming | 24 | $3.22K | 0.00% | −1,358−98.3% | Reduced |
| JPL Wealth Management, LLC | 24 | $3.22K | 0.00% | +24 | New |
| Pineridge Advisors LLC | 26 | $3.49K | 0.00% | −19−42.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 29 | $3.89K | 0.00% | +14+93.3% | Added |
| City State Bank | 30 | $4.03K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 30 | $4.03K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 30 | $4.03K | 0.00% | +30 | New |
| Asset Dedication, LLC | 31 | $4.16K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 32 | $4.29K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 33 | $4.43K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 33 | $4.43K | 0.00% | +3+10.0% | Added |
| JFS Wealth Advisors, LLC | 33 | $4.43K | 0.00% | +18+120.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 35 | $4.70K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 37 | $4.96K | 0.00% | −8−17.8% | Reduced |
| ZRC Wealth Management, LLC | 37 | $4.96K | 0.00% | +37 | New |
| Frazier Financial Advisors, LLC | 39 | $5.23K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 41 | $5.50K | 0.00% | +41 | New |
| Archer Investment Corp | 42 | $5.63K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 46 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 47 | $6.31K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 48 | $6.44K | 0.01% | −1−2.0% | Reduced |
| Country Trust Bank | 50 | $6.71K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 54 | $7.25K | 0.00% | −28−34.1% | Reduced |
| Golden State Wealth Management, LLC | 54 | $7.25K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 54 | $7.28K | 0.00% | +54 | New |
| Avion Wealth | 66 | $8.00K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 69 | $9.26K | 0.00% | +69 | New |
| Manchester Capital Management LLC | 73 | $9.79K | 0.00% | −4−5.2% | Reduced |
| Atlantic Trust, LLC | 75 | $10.1K | 0.00% | +35+87.5% | Added |
| Atlantic Union Bankshares Corp | 75 | $10.1K | 0.00% | +75 | New |
| Private Wealth Management Group, LLC | 76 | $10.2K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 96 | $12.0K | 0.00% | +5+5.5% | Added |
| Creative Financial Designs Inc | 90 | $12.1K | 0.00% | −27−23.1% | Reduced |
| Coastline Trust Co | 90 | $12.1K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 101 | $13.6K | 0.00% | +101 | New |
| Sunbelt Securities, Inc. | 105 | $14.1K | 0.00% | +55+110.0% | Added |
| Ossiam | 110 | $14.8K | 0.00% | −3,714−97.1% | Reduced |
| GW&K Investment Management, LLC | 112 | $15.0K | 0.00% | +54+93.1% | Added |
| Salomon & Ludwin, LLC | 115 | $15.9K | 0.00% | +115 | New |
| TruNorth Capital Management, LLC | 119 | $16.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 128 | $17.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 132 | $17.7K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 133 | $17.8K | 0.01% | +80+150.9% | Added |
| CIBC Private Wealth Group, LLC | 140 | $18.8K | 0.00% | −41−22.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 138 | $19.0K | 0.00% | −1−0.7% | Reduced |
| Geneos Wealth Management Inc. | 143 | $19.3K | 0.00% | +20+16.3% | Added |
| Global Retirement Partners, LLC | 163 | $21.9K | 0.00% | +10+6.5% | Added |
| Smartleaf Asset Management LLC | 178 | $24.0K | 0.00% | +57+47.1% | Added |
| TD Private Client Wealth LLC | 181 | $24.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 183 | $24.6K | 0.00% | +41+28.9% | Added |