| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +2+100.0% | Added |
| MV Capital Management, Inc. | 1 | $42 | 0.00% | −1−50.0% | Reduced |
| Quaker Wealth Management, LLC | 2 | $83 | 0.00% | −3−60.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 2 | $83 | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 3 | $124 | 0.00% | −445−99.3% | Reduced |
| American Capital Advisory, LLC | 3 | $124 | 0.00% | −5−62.5% | Reduced |
| AdvisorNet Financial, Inc | 3 | $124 | 0.00% | +2+200.0% | Added |
| Hughes Financial Services, LLC | 4 | $165 | 0.00% | −32−88.9% | Reduced |
| HFM Investment Advisors, LLC | 5 | $206 | 0.00% | −3−37.5% | Reduced |
| CoreCap Advisors, LLC | 5 | $206 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $207 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5 | $207 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 6 | $248 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $371 | 0.00% | −44−83.0% | Reduced |
| Rialto Wealth Management, LLC | 10 | $413 | 0.00% | −17−63.0% | Reduced |
| Kilter Group LLC | 10 | $413 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 11 | $454 | 0.00% | +1+10.0% | Added |
| Financial Management Professionals, Inc. | 12 | $495 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 12 | $496 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $536 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $537 | 0.00% | +3+30.0% | Added |
| Financial Consulate, Inc | 13 | $537 | 0.00% | +13 | New |
| Rachor Investment Advisory Services, LLC | 13 | $554 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 14 | $578 | 0.00% | +14 | New |
| Bare Financial Services, Inc | 15 | $619 | 0.00% | −59−79.7% | Reduced |
| Cromwell Holdings LLC | 15 | $619 | 0.00% | −13−46.4% | Reduced |
| Hilton Head Capital Partners, LLC | 15 | $619 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $743 | 0.00% | −12−40.0% | Reduced |
| Prestige Wealth Management Group LLC | 18 | $743 | 0.00% | +3+20.0% | Added |
| Horizon Investments, LLC | 18 | $743 | 0.00% | +18 | New |
| Torren Management, LLC | 19 | $778 | 0.00% | −212−91.8% | Reduced |
| Colonial Trust Advisors | 20 | $825 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 20 | $825 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 20 | $825 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 22 | $908 | 0.00% | −27−55.1% | Reduced |
| South State Corp. | 27 | $1.11K | 0.00% | −5−15.6% | Reduced |
| Whipplewood Advisors, LLC | 33 | $1.36K | 0.00% | +33 | New |
| Golden State Equity Partners | 35 | $1.44K | 0.00% | +35 | New |
| Dunhill Financial, LLC | 35 | $1.45K | 0.00% | +32+1,066.7% | Added |
| Sachetta, LLC | 36 | $1.49K | 0.00% | +1+2.9% | Added |
| Brown Brothers Harriman & Co | 37 | $1.53K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 37 | $1.55K | 0.00% | −226−85.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 38 | $1.57K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 39 | $1.60K | 0.00% | +1+2.6% | Added |
| Mosley Wealth Management | 30 | $1.98K | 0.00% | +30 | New |
| Armstrong Advisory Group, Inc | 50 | $2.06K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 52 | $2.15K | 0.00% | +52 | New |
| Webster Bank, N. A. | 55 | $2.27K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 55 | $2.27K | 0.00% | +55 | New |
| WealthCollab, LLC | 57 | $2.35K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 58 | $2.39K | 0.00% | +57+5,700.0% | Added |
| TD Private Client Wealth LLC | 62 | $2.56K | 0.00% | −1,297−95.4% | Reduced |
| Caitlin John, LLC | 63 | $2.60K | 0.00% | +1+1.6% | Added |
| Marquette Asset Management, LLC | 68 | $2.81K | 0.00% | +68 | New |
| Cornerstone Planning Group LLC | 58 | $2.87K | 0.00% | −38−39.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 78 | $3.22K | 0.00% | +71+1,014.3% | Added |
| Manchester Capital Management LLC | 79 | $3.26K | 0.00% | +9+12.9% | Added |
| Wealth Preservation Advisors, LLC | 80 | $3.30K | 0.00% | +80 | New |
| CVA Family Office, LLC | 84 | $3.47K | 0.00% | +72+600.0% | Added |
| Private Trust Co NA | 92 | $3.80K | 0.00% | −575−86.2% | Reduced |
| Bruce G. Allen Investments, LLC | 103 | $4.25K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 126 | $5.20K | 0.00% | −185−59.5% | Reduced |
| Country Trust Bank | 132 | $5.45K | 0.00% | +56+73.7% | Added |
| Spire Wealth Management | 139 | $5.74K | 0.00% | −371−72.7% | Reduced |
| Farmers & Merchants Investments Inc | 146 | $6.03K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 150 | $6.19K | 0.00% | −35−18.9% | Reduced |
| Rossby Financial, LCC | 150 | $6.20K | 0.00% | +74+97.4% | Added |
| Central Trust Co | 160 | $6.60K | 0.00% | −110−40.7% | Reduced |
| JPL Wealth Management, LLC | 163 | $6.73K | 0.00% | +163 | New |
| SBI Securities Co., Ltd. | 172 | $7.10K | 0.00% | +145+537.0% | Added |
| Fortitude Family Office, LLC | 173 | $7.14K | 0.00% | +34+24.5% | Added |
| TSFG, LLC | 205 | $8.00K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $8.25K | 0.00% | −1,700−89.5% | Reduced |
| Whittier Trust Co | 201 | $8.44K | 0.00% | −500−71.3% | Reduced |
| New England Capital Financial Advisors LLC | 206 | $8.50K | 0.00% | +2+1.0% | Added |
| Versant Capital Management, Inc | 232 | $9.57K | 0.00% | −1,634−87.6% | Reduced |
| North Star Investment Management Corp. | 240 | $9.90K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 240 | $9.90K | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 250 | $10.3K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 252 | $10.4K | 0.00% | +252 | New |
| JFS Wealth Advisors, LLC | 254 | $10.5K | 0.00% | +8+3.3% | Added |
| First Horizon Corp | 288 | $11.9K | 0.00% | −334−53.7% | Reduced |
| LRI Investments, LLC | 307 | $12.7K | 0.00% | +126+69.6% | Added |
| CX Institutional | 308 | $13.0K | 0.00% | +308 | New |
| GHP Investment Advisors, Inc. | 328 | $13.5K | 0.00% | +8+2.5% | Added |
| Root Financial Partners, LLC | 334 | $13.8K | 0.00% | −106−24.1% | Reduced |
| Peregrine Capital Management LLC | 340 | $14.0K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 365 | $14.5K | 0.00% | +365 | New |
| Wilkerson Advisory Group LLC | 373 | $15.4K | 0.01% | −7,285−95.1% | Reduced |
| Assetmark, Inc | 377 | $15.6K | 0.00% | −2,875−88.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 395 | $16.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 398 | $16.4K | 0.00% | −809−67.0% | Reduced |
| Covestor Ltd | 417 | $17.0K | 0.01% | −1,763−80.9% | Reduced |
| Westside Investment Management, Inc. | 421 | $17.4K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 433 | $17.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 439 | $18.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 469 | $19.4K | 0.00% | −203−30.2% | Reduced |
| SJS Investment Consulting Inc. | 474 | $19.6K | 0.00% | −659−58.2% | Reduced |
| Chilton Capital Management LLC | 550 | $22.7K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 554 | $22.9K | 0.03% | +554 | New |
