| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 1 | $79 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $79 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $79 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $79 | 0.00% | +1 | New |
| Wealth Enhancement Trust Services, Inc. | 2 | $157 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $157 | 0.00% | +2 | New |
| Sachetta, LLC | 2 | $158 | 0.00% | −3−60.0% | Reduced |
| 3 Factor Indexing, LLC | 2 | $158 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $158 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 4 | $315 | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 4 | $315 | 0.00% | +4 | New |
| LRI Investments, LLC | 5 | $393 | 0.00% | +5 | New |
| Investors Portfolio Services LLC | 5 | $393 | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 5 | $394 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 6 | $472 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $551 | 0.00% | +7 | New |
| Manchester Capital Management LLC | 8 | $630 | 0.00% | +8 | New |
| N.E.W. Advisory Services LLC | 9 | $708 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 9 | $708 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 9 | $708 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 10 | $787 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 10 | $787 | 0.00% | +6+150.0% | Added |
| Ancora Advisors, LLC | 11 | $865 | 0.00% | −318−96.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $866 | 0.00% | −3−21.4% | Reduced |
| HFM Investment Advisors, LLC | 11 | $866 | 0.00% | +4+57.1% | Added |
| Financial Network Wealth Advisors LLC | 13 | $1.02K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 13 | $1.02K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $1.10K | 0.00% | −1−6.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 14 | $1.10K | 0.00% | +2+16.7% | Added |
| Rialto Wealth Management, LLC | 20 | $1.57K | 0.00% | +15+300.0% | Added |
| Spire Wealth Management | 21 | $1.64K | 0.00% | −94−81.7% | Reduced |
| Creative Capital Management Investments LLC | 21 | $1.65K | 0.00% | +21 | New |
| Caitlin John, LLC | 23 | $1.81K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 23 | $1.81K | 0.00% | +23 | New |
| Strengthening Families & Communities, LLC | 25 | $1.97K | 0.00% | +25 | New |
| Quarry LP | 26 | $2.04K | 0.00% | −231−89.9% | Reduced |
| Massmutual Trust Co FSB | 26 | $2.04K | 0.00% | −12−31.6% | Reduced |
| Bell Investment Advisors, Inc | 27 | $2.12K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 27 | $2.12K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 28 | $2.20K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 29 | $2.28K | 0.00% | +26+866.7% | Added |
| Salem Investment Counselors Inc | 30 | $2.36K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 34 | $2.67K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 38 | $2.99K | 0.00% | +37+3,700.0% | Added |
| Clearstead Advisors, LLC | 39 | $3.07K | 0.00% | +24+160.0% | Added |
| Essential Partners LLC | 42 | $3.30K | 0.00% | −10−19.2% | Reduced |
| ZRC Wealth Management, LLC | 46 | $3.62K | 0.00% | +46 | New |
| Fortitude Family Office, LLC | 48 | $3.78K | 0.00% | −14−22.6% | Reduced |
| SJS Investment Consulting Inc. | 49 | $3.88K | 0.00% | +19+63.3% | Added |
| WealthCollab, LLC | 50 | $3.93K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $4.25K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 54 | $4.25K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 57 | $4.48K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 59 | $4.64K | 0.00% | −2−3.3% | Reduced |
| Davis Capital Management | 63 | $4.96K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 69 | $5.19K | 0.00% | +69 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 86 | $6.76K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 90 | $7.08K | 0.00% | +90 | New |
| Itau Unibanco Holding S.A. | 97 | $7.63K | 0.00% | +23+31.1% | Added |
| Danske Bank A/S | 100 | $7.87K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $7.87K | 0.00% | +100 | New |
| Fourth Dimension Wealth, LLC | 101 | $7.95K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 102 | $8.02K | 0.00% | +48+88.9% | Added |
| Colonial Trust Advisors | 113 | $8.89K | 0.00% | +113 | New |
| Johnson Financial Group, Inc. | 114 | $8.97K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 118 | $9.28K | 0.00% | −22−15.7% | Reduced |
| LifeSteps Financial, Inc. | 133 | $10.5K | 0.00% | +133 | New |
| Salomon & Ludwin, LLC | 140 | $11.0K | 0.00% | +140 | New |
| Atlantic Edge Private Wealth Management, LLC | 142 | $11.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 145 | $11.4K | 0.00% | +1+0.7% | Added |
| CVA Family Office, LLC | 152 | $12.0K | 0.00% | +3+2.0% | Added |
| Northwestern Mutual Wealth Management Co | 153 | $12.1K | 0.00% | −5−3.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 167 | $13.1K | 0.00% | −678−80.2% | Reduced |
| Smartleaf Asset Management LLC | 168 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 193 | $15.0K | 0.00% | −6−3.0% | Reduced |
| Group One Trading, L.P. | 199 | $15.7K | 0.00% | −205−50.7% | Reduced |
| Gill Capital Partners, LLC | 200 | $15.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $15.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 226 | $17.8K | 0.00% | +103+83.7% | Added |
| EverSource Wealth Advisors, LLC | 228 | $17.9K | 0.00% | −464−67.1% | Reduced |
| MTM Investment Management, LLC | 240 | $18.9K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 242 | $19.0K | 0.00% | +216+830.8% | Added |
| CoreCap Advisors, LLC | 246 | $19.4K | 0.00% | +107+77.0% | Added |
| Vision Retirement, LLC | 254 | $20.0K | 0.00% | +1+0.4% | Added |
| Strategic Wealth Partners, Ltd. | 283 | $22.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 298 | $23.4K | 0.00% | +90+43.3% | Added |
| Covestor Ltd | 310 | $24.0K | 0.01% | +126+68.5% | Added |
| HHM Wealth Advisors, LLC | 316 | $24.9K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 332 | $26.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 340 | $26.7K | 0.00% | −540−61.4% | Reduced |
| Hollencrest Capital Management | 400 | $31.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 390 | $32.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 500 | $38.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $39.3K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $39.3K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 542 | $42.6K | 0.00% | +12+2.3% | Added |
| Steward Partners Investment Advisory, LLC | 553 | $43.5K | 0.00% | −70−11.2% | Reduced |
| Emerald Advisers, LLC | 605 | $47.6K | 0.00% | 00.0% | Unchanged |