| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 1 | $111 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1 | $111 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $111 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 3 | $333 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $444 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 4 | $444 | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 5 | $555 | 0.00% | −1−16.7% | Reduced |
| Brown Brothers Harriman & Co | 5 | $555 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $555 | 0.00% | +4+400.0% | Added |
| Activest Wealth Management | 5 | $555 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 6 | $654 | 0.00% | +2+50.0% | Added |
| USA Financial Formulas | 6 | $666 | 0.00% | +6 | New |
| Atlantic Trust, LLC | 7 | $777 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 7 | $799 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $888 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $888 | 0.00% | +5+166.7% | Added |
| HFM Investment Advisors, LLC | 8 | $888 | 0.00% | +7+700.0% | Added |
| Huntington National Bank | 9 | $998 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $998 | 0.00% | +8+800.0% | Added |
| Golden State Wealth Management, LLC | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 13 | $1.31K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 12 | $1.33K | 0.00% | +12 | New |
| Transamerica Financial Advisors, Inc. | 13 | $1.44K | 0.00% | +6+85.7% | Added |
| MV Capital Management, Inc. | 13 | $1.44K | 0.00% | +2+18.2% | Added |
| Toth Financial Advisory Corp | 13 | $1.44K | 0.00% | +13 | New |
| TD Private Client Wealth LLC | 14 | $1.55K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 16 | $1.77K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $1.78K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 17 | $1.89K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $2.11K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 22 | $2.21K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 20 | $2.21K | 0.00% | −35−63.6% | Reduced |
| JPL Wealth Management, LLC | 20 | $2.22K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 21 | $2.33K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 23 | $2.38K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $2.77K | 0.00% | +7+38.9% | Added |
| SHP Wealth Management | 25 | $2.77K | 0.00% | +15+150.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 30 | $3.33K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $3.33K | 0.00% | +17+130.8% | Added |
| SJS Investment Consulting Inc. | 30 | $3.33K | 0.00% | +26+650.0% | Added |
| Rakuten Securities, Inc. | 32 | $3.55K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 32 | $3.55K | 0.00% | +7+28.0% | Added |
| Allied Private Wealth LLC | 37 | $3.95K | 0.00% | +37 | New |
| Cassaday & Co Wealth Management LLC | 39 | $4.33K | 0.00% | +39 | New |
| Strengthening Families & Communities, LLC | 41 | $4.55K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 45 | $4.99K | 0.00% | −34−43.0% | Reduced |
| Stone House Investment Management, LLC | 45 | $4.99K | 0.00% | +4+9.8% | Added |
| Wilkerson Advisory Group LLC | 52 | $5.77K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 52 | $5.77K | 0.00% | +34+188.9% | Added |
| GW&K Investment Management, LLC | 55 | $6.00K | 0.00% | +55 | New |
| ZRC Wealth Management, LLC | 55 | $6.10K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 61 | $6.77K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 62 | $6.88K | 0.00% | +62 | New |
| Private Wealth Management Group, LLC | 64 | $7.10K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 65 | $7.21K | 0.00% | +27+71.1% | Added |
| Private Wealth Asset Management, LLC | 73 | $8.10K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 79 | $8.77K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 91 | $10.1K | 0.00% | +2+2.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93 | $10.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 98 | $10.9K | 0.00% | +34+53.1% | Added |
| Massmutual Trust Co FSB | 104 | $11.5K | 0.00% | +28+36.8% | Added |
| Anchor Investment Management, LLC | 115 | $12.8K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 120 | $13.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 120 | $13.3K | 0.00% | +73+155.3% | Added |
| J.Safra Asset Management Corp | 128 | $14.2K | 0.00% | −11−7.9% | Reduced |
| OP Asset Management Ltd | 132 | $14.6K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 136 | $15.1K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 137 | $15.1K | 0.00% | +137 | New |
| SBI Securities Co., Ltd. | 142 | $15.8K | 0.00% | +9+6.8% | Added |
| Bare Financial Services, Inc | 147 | $16.3K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 148 | $16.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 170 | $17.5K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 199 | $22.1K | 0.00% | +199 | New |
| Armstrong Advisory Group, Inc | 200 | $22.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 216 | $24.0K | 0.00% | −110−33.7% | Reduced |
| Valued Wealth Advisors LLC | 230 | $25.5K | 0.01% | +113+96.6% | Added |
| Bullock Wealth Management Group | 242 | $26.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 247 | $27.4K | 0.00% | −145−37.0% | Reduced |
| Farther Finance Advisors, LLC | 249 | $27.6K | 0.00% | −4−1.6% | Reduced |
| Founders Capital Management | 250 | $27.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 264 | $29.3K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 300 | $33.3K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 329 | $36.5K | 0.00% | +8+2.5% | Added |
| First Horizon Corp | 330 | $36.6K | 0.00% | +36+12.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 331 | $36.7K | 0.00% | −142−30.0% | Reduced |
| Covestor Ltd | 334 | $37.0K | 0.02% | −327−49.5% | Reduced |
| Silver Grove Financial Group, Inc. | 344 | $38.2K | 0.02% | +344 | New |
| Optiver Holding B.V. | 350 | $38.8K | 0.00% | +293+514.0% | Added |
| Los Angeles Capital Management LLC | 358 | $39.7K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 376 | $41.7K | 0.04% | +376 | New |
| Allianz SE | 386 | $42.8K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 407 | $45.2K | 0.03% | −90−18.1% | Reduced |
| Glen Eagle Advisors, LLC | 433 | $48.0K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 439 | $48.7K | 0.01% | −68−13.4% | Reduced |
| Allworth Financial LP | 440 | $48.8K | 0.00% | +14+3.3% | Added |
| IFP Advisors, Inc | 447 | $49.6K | 0.00% | −4−0.9% | Reduced |
| Bellevue Asset Management, LLC | 475 | $52.7K | 0.02% | 00.0% | Unchanged |