| Evolution Advisers, Inc. | 10 | $0 | 0.00% | +10 | New |
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Freestone Grove Partners LP | 1 | $67 | 0.00% | −30,973−100.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $67 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $133 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 2 | $133 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $133 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $136 | 0.00% | +2 | New |
| Davis Capital Management | 3 | $200 | 0.00% | +3 | New |
| LRI Investments, LLC | 4 | $266 | 0.00% | +4 | New |
| CWM Advisors, LLC | 7 | $451 | 0.00% | −12−63.2% | Reduced |
| Cornerstone Financial Management LLC | 8 | $533 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8 | $533 | 0.00% | +5+166.7% | Added |
| HFM Investment Advisors, LLC | 9 | $600 | 0.00% | +3+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 10 | $666 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $666 | 0.00% | +10 | New |
| Gilpin Wealth Management, LLC | 11 | $733 | 0.00% | −6−35.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $733 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $733 | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 12 | $799 | 0.00% | +12 | New |
| Bruce G. Allen Investments, LLC | 14 | $932 | 0.00% | +4+40.0% | Added |
| Basecamp Wealth Advisors LLC | 16 | $1.06K | 0.00% | +15+1,500.0% | Added |
| Northwestern Mutual Wealth Management Co | 17 | $1.13K | 0.00% | −34−66.7% | Reduced |
| Prestige Wealth Management Group LLC | 17 | $1.13K | 0.00% | +2+13.3% | Added |
| TD Private Client Wealth LLC | 17 | $1.13K | 0.00% | +17 | New |
| Fulcrum Asset Management LLP | 17 | $1.20K | 0.00% | +17 | New |
| SOA Wealth Advisors, LLC. | 19 | $1.26K | 0.00% | −4−17.4% | Reduced |
| Signature Equity Partners, LLC | 19 | $1.26K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 20 | $1.33K | 0.00% | +20 | New |
| Brown, Lisle/Cummings, Inc. | 21 | $1.40K | 0.00% | −3−12.5% | Reduced |
| Glen Eagle Advisors, LLC | 22 | $1.47K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 26 | $1.73K | 0.00% | +26 | New |
| Bell Investment Advisors, Inc | 28 | $1.86K | 0.00% | −34−54.8% | Reduced |
| Manchester Capital Management LLC | 28 | $1.86K | 0.00% | −5−15.2% | Reduced |
| JPL Wealth Management, LLC | 29 | $1.93K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 32 | $2.13K | 0.00% | +26+433.3% | Added |
| Farmers & Merchants Investments Inc | 33 | $2.20K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 37 | $2.33K | 0.00% | +37 | New |
| Darwin Advisors, LLC | 35 | $2.35K | 0.00% | +1+2.9% | Added |
| Manning & Napier Advisors LLC | 40 | $2.82K | 0.00% | +40 | New |
| Clearstead Advisors, LLC | 44 | $2.93K | 0.00% | +44 | New |
| Fortitude Family Office, LLC | 49 | $3.26K | 0.00% | +3+6.5% | Added |
| Kilter Group LLC | 49 | $3.26K | 0.00% | +21+75.0% | Added |
| Torren Management, LLC | 51 | $3.40K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 56 | $3.73K | 0.00% | +10+21.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 58 | $3.86K | 0.00% | +58 | New |
| First Horizon Corp | 59 | $3.93K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 63 | $4.20K | 0.00% | −14−18.2% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 63 | $4.20K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 63 | $4.20K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 64 | $4.26K | 0.00% | +7+12.3% | Added |
| JFS Wealth Advisors, LLC | 65 | $4.33K | 0.00% | +13+25.0% | Added |
| MCF Advisors LLC | 66 | $4.39K | 0.00% | +66 | New |
| GHP Investment Advisors, Inc. | 68 | $4.53K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 68 | $4.53K | 0.00% | +52+325.0% | Added |
| True Wealth Design, LLC | 69 | $4.59K | 0.00% | +46+200.0% | Added |
| Rossby Financial, LCC | 82 | $5.46K | 0.00% | +6+7.9% | Added |
| WealthCollab, LLC | 87 | $5.79K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 90 | $5.99K | 0.00% | −37−29.1% | Reduced |
| CVA Family Office, LLC | 90 | $5.99K | 0.00% | +16+21.6% | Added |
| Transamerica Financial Advisors, Inc. | 99 | $6.60K | 0.00% | +11+12.5% | Added |
| Danske Bank A/S | 100 | $6.66K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 100 | $6.66K | 0.00% | +100 | New |
| Capital Advisors, Ltd. LLC | 103 | $7.00K | 0.00% | +95+1,187.5% | Added |
| IMA Wealth, Inc. | 118 | $7.86K | 0.00% | +74+168.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 126 | $8.39K | 0.00% | +126 | New |
| IFG Advisory, LLC | 127 | $8.46K | 0.00% | +127 | New |
| Quarry LP | 130 | $8.66K | 0.00% | +130 | New |
| Cedar Mountain Advisors, LLC | 135 | $8.99K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 141 | $9.39K | 0.00% | +18+14.6% | Added |
| Aquatic Capital Management LLC | 206 | $13.7K | 0.00% | −9,417−97.9% | Reduced |
| Harbour Investments, Inc. | 217 | $14.4K | 0.00% | −19−8.1% | Reduced |
| Los Angeles Capital Management LLC | 315 | $21.0K | 0.00% | +30+10.5% | Added |
| Harvest Fund Management Co., Ltd | 322 | $21.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 354 | $23.6K | 0.00% | +72+25.5% | Added |
| Parallel Advisors, LLC | 364 | $24.2K | 0.00% | +352+2,933.3% | Added |
| City Holding Co | 400 | $26.6K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 410 | $27.3K | 0.00% | +410 | New |
| Private Trust Co NA | 417 | $27.8K | 0.00% | −21−4.8% | Reduced |
| Rothschild Investment LLC | 425 | $28.3K | 0.00% | +157+58.6% | Added |
| Graticule Asia Macro Advisors LLC | 432 | $28.8K | 0.00% | +432 | New |
| WPG Advisers, LLC | 437 | $29.1K | 0.02% | +112+34.5% | Added |
| Optiver Holding B.V. | 471 | $31.4K | 0.00% | +471 | New |
| Farther Finance Advisors, LLC | 470 | $31.5K | 0.00% | +58+14.1% | Added |
| Ronald Blue Trust, Inc. | 540 | $36.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 547 | $36.4K | 0.00% | +15+2.8% | Added |
| Salomon & Ludwin, LLC | 548 | $37.1K | 0.00% | +430+364.4% | Added |
| Nomura Asset Management Co Ltd | 560 | $37.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 562 | $37.4K | 0.00% | −233−29.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 681 | $45.3K | 0.00% | +35+5.4% | Added |
| Aster Capital Management (DIFC) Ltd | 877 | $58.4K | 0.01% | +877 | New |
| IFP Advisors, Inc | 947 | $63.1K | 0.00% | +423+80.7% | Added |
| State of Wyoming | 1,000 | $66.6K | 0.01% | −866−46.4% | Reduced |
| AdvisorNet Financial, Inc | 1,011 | $67.3K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,091 | $68.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,062 | $70.7K | 0.00% | +897+543.6% | Added |
| Sterling Capital Management LLC | 1,064 | $70.8K | 0.00% | −34−3.1% | Reduced |
| Federated Hermes, Inc. | 1,087 | $72.4K | 0.00% | −139−11.3% | Reduced |