| Parkworth Wealth Management, Inc. | 1 | $207 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $207 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $208 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $208 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $208 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 2 | $415 | 0.00% | −4−66.7% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $415 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $415 | 0.00% | +1+100.0% | Added |
| Rialto Wealth Management, LLC | 2 | $415 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 2 | $416 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $624 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $625 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 3 | $661 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $726 | 0.00% | −6−66.7% | Reduced |
| Harbour Investments, Inc. | 4 | $829 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $830 | 0.00% | −6−60.0% | Reduced |
| Stephens Consulting, LLC | 4 | $830 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $1.04K | 0.00% | −4−44.4% | Reduced |
| Richard W. Paul & Associates, LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 5 | $1.04K | 0.00% | +5 | New |
| Financial Network Wealth Advisors LLC | 6 | $1.24K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 6 | $1.24K | 0.00% | −18−75.0% | Reduced |
| WealthTrak Capital Management LLC | 6 | $1.24K | 0.00% | +4+200.0% | Added |
| Cromwell Holdings LLC | 6 | $1.25K | 0.00% | +4+200.0% | Added |
| Park Place Capital Corp | 6 | $1.26K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 7 | $1.45K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $1.45K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 7 | $1.45K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 8 | $1.66K | 0.00% | +1+14.3% | Added |
| DiNuzzo Private Wealth, Inc. | 9 | $1.87K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 9 | $1.87K | 0.00% | +3+50.0% | Added |
| Capital Advisors, Ltd. LLC | 11 | $2.00K | 0.00% | −1−8.3% | Reduced |
| Avion Wealth | 12 | $2.00K | 0.00% | +3+33.3% | Added |
| Raffa Wealth Management, LLC | 10 | $2.07K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $2.46K | 0.00% | −7−41.2% | Reduced |
| Fortitude Family Office, LLC | 13 | $2.69K | 0.00% | +13 | New |
| Albion Financial Group | 14 | $2.90K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 17 | $3.45K | 0.00% | +17 | New |
| Cape Investment Advisory, Inc. | 17 | $3.52K | 0.00% | +17 | New |
| Altshuler Shaham Ltd | 21 | $4.35K | 0.00% | +1+5.0% | Added |
| High Note Wealth, LLC | 21 | $4.35K | 0.00% | +10+90.9% | Added |
| SBI Securities Co., Ltd. | 22 | $4.56K | 0.00% | −17−43.6% | Reduced |
| Webster Bank, N. A. | 22 | $4.56K | 0.00% | +22 | New |
| First Command Advisory Services, Inc. | 25 | $5.18K | 0.00% | −50−66.7% | Reduced |
| Montag A & Associates Inc | 27 | $5.62K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 28 | $5.83K | 0.00% | +2+7.7% | Added |
| Solstein Capital, LLC | 29 | $6.01K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 29 | $6.01K | 0.00% | −4−12.1% | Reduced |
| Livelsberger Financial Advisory | 30 | $6.22K | 0.12% | +30 | New |
| Bare Financial Services, Inc | 31 | $6.43K | 0.00% | +22+244.4% | Added |
| Evergreen Private Wealth LLC | 32 | $6.63K | 0.00% | +32 | New |
| WPG Advisers, LLC | 34 | $7.05K | 0.01% | +21+161.5% | Added |
| Dogwood Wealth Management LLC | 33 | $7.24K | 0.00% | +33 | New |
| Rakuten Securities, Inc. | 36 | $7.46K | 0.00% | +4+12.5% | Added |
| Atlantic Trust, LLC | 38 | $7.88K | 0.00% | +21+123.5% | Added |
| Clean Yield Group | 41 | $8.50K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 41 | $8.92K | 0.10% | +41 | New |
| Pflug Koory, LLC | 45 | $9.33K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $9.33K | 0.00% | +5+12.5% | Added |
| Brown Brothers Harriman & Co | 47 | $9.74K | 0.00% | +47 | New |
| Bogart Wealth, LLC | 50 | $10.4K | 0.00% | −3−5.7% | Reduced |
| Adirondack Trust Co | 50 | $10.4K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 51 | $10.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 53 | $11.0K | 0.00% | −3−5.4% | Reduced |
| Clark Wealth Partners | 55 | $11.4K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 59 | $12.0K | 0.00% | +21+55.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 55 | $13.3K | 0.00% | +55 | New |
| Cary Street Partner Investment Advisory LLC | 73 | $15.1K | 0.01% | +17+30.4% | Added |
| Hurley Capital, LLC | 75 | $15.4K | 0.01% | +1+1.4% | Added |
| Parkside Financial Bank & Trust | 79 | $16.4K | 0.00% | +4+5.3% | Added |
| Transamerica Financial Advisors, Inc. | 87 | $18.0K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 101 | $19.1K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 96 | $19.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $20.7K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $20.8K | 0.02% | +100 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 101 | $20.9K | 0.01% | +90+818.2% | Added |
| Toth Financial Advisory Corp | 107 | $22.1K | 0.00% | +1+0.9% | Added |
| Rise Advisors, LLC | 113 | $23.5K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 116 | $24.0K | 0.00% | +30+34.9% | Added |
| S&T Bank | 118 | $24.5K | 0.01% | +13+12.4% | Added |
| Aster Capital Management (DIFC) Ltd | 127 | $26.3K | 0.01% | −1,087−89.5% | Reduced |
| CoreCap Advisors, LLC | 140 | $29.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 140 | $29.0K | 0.00% | +1+0.7% | Added |
| Quest 10 Wealth Builders, Inc. | 143 | $29.6K | 0.03% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 155 | $32.1K | 0.02% | +70+82.4% | Added |
| Jones Financial Companies LLLP | 158 | $33.0K | 0.00% | +52+49.1% | Added |
| Mascoma Wealth Management LLC | 166 | $34.4K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 168 | $34.8K | 0.00% | +5+3.1% | Added |
| Nomura Asset Management Co Ltd | 170 | $35.2K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 194 | $40.2K | 0.01% | −92−32.2% | Reduced |
| JFS Wealth Advisors, LLC | 201 | $41.7K | 0.00% | −1−0.5% | Reduced |
| Versant Capital Management, Inc | 206 | $42.7K | 0.01% | +133+182.2% | Added |
| First Horizon Advisors, Inc. | 225 | $46.6K | 0.00% | −15−6.3% | Reduced |
| Skopos Labs, Inc. | 226 | $46.9K | 0.01% | −127−36.0% | Reduced |
| State of Wyoming | 243 | $50.4K | 0.01% | −1,361−84.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 264 | $54.7K | 0.00% | +83+45.9% | Added |
| Signaturefd, LLC | 268 | $55.6K | 0.00% | −157−36.9% | Reduced |
| Geneos Wealth Management Inc. | 278 | $57.6K | 0.00% | −3−1.1% | Reduced |
| SRS Capital Advisors, Inc. | 283 | $58.7K | 0.00% | +54+23.6% | Added |