| Evolution Advisers, Inc. | 5 | $0 | 0.00% | +5 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Cullen/Frost Bankers, Inc. | 0 | $21 | 0.00% | −415−100.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $65 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $67 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 2 | $131 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2 | $131 | 0.00% | +2 | New |
| Quarry LP | 3 | $196 | 0.00% | −58−95.1% | Reduced |
| Abound Wealth Management | 3 | $197 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $262 | 0.00% | +4 | New |
| Quest 10 Wealth Builders, Inc. | 5 | $327 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $327 | 0.00% | +5 | New |
| GWM Advisors LLC | 7 | $458 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $458 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $523 | 0.00% | −4−33.3% | Reduced |
| Rialto Wealth Management, LLC | 8 | $524 | 0.00% | −1−11.1% | Reduced |
| Gilpin Wealth Management, LLC | 8 | $524 | 0.00% | +5+166.7% | Added |
| HFM Investment Advisors, LLC | 8 | $524 | 0.00% | +6+300.0% | Added |
| Prestige Wealth Management Group LLC | 9 | $589 | 0.00% | +6+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $589 | 0.00% | +7+350.0% | Added |
| Breakwater Investment Management | 9 | $589 | 0.00% | +9 | New |
| Torren Management, LLC | 10 | $623 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $654 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 11 | $720 | 0.00% | +11 | New |
| North Star Investment Management Corp. | 12 | $785 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 12 | $785 | 0.00% | +7+140.0% | Added |
| Ankerstar Wealth, LLC | 13 | $850 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 14 | $916 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 15 | $982 | 0.00% | +15 | New |
| Noble Wealth Management PBC | 24 | $1.57K | 0.00% | +24 | New |
| Plante Moran Financial Advisors, LLC | 26 | $1.70K | 0.00% | +26 | New |
| Rossby Financial, LCC | 27 | $1.77K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 27 | $1.77K | 0.00% | +27 | New |
| Westside Investment Management, Inc. | 29 | $1.90K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 36 | $2.35K | 0.00% | +12+50.0% | Added |
| Union Savings Bank | 39 | $2.55K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 39 | $2.55K | 0.00% | +39 | New |
| Action Point Financial Planning, LLC | 42 | $2.68K | 0.00% | +42 | New |
| Farmers & Merchants Investments Inc | 43 | $2.81K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $3.01K | 0.00% | +14+43.8% | Added |
| JPL Wealth Management, LLC | 47 | $3.08K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 48 | $3.14K | 0.00% | +41+585.7% | Added |
| Horizon Investments, LLC | 59 | $3.82K | 0.00% | +59 | New |
| Institute for Wealth Management, LLC. | 60 | $3.93K | 0.00% | +60 | New |
| NBT Bank N A | 62 | $4.04K | 0.00% | +1+1.6% | Added |
| True Wealth Design, LLC | 63 | $4.12K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 65 | $4.25K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 69 | $4.51K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $4.71K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 75 | $4.91K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 79 | $5.17K | 0.00% | +43+119.4% | Added |
| Zions Bancorporation, National Association | 97 | $6.35K | 0.00% | +1+1.0% | Added |
| Assetmark, Inc | 100 | $6.54K | 0.00% | −23−18.7% | Reduced |
| Marquette Asset Management, LLC | 102 | $6.67K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 106 | $6.93K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 107 | $7.00K | 0.00% | −22−17.1% | Reduced |
| International Assets Investment Management, LLC | 108 | $7.17K | 0.00% | +93+620.0% | Added |
| Silver Grove Financial Group, Inc. | 110 | $7.20K | 0.00% | +110 | New |
| SJS Investment Consulting Inc. | 115 | $7.52K | 0.00% | +98+576.5% | Added |
| Bartlett & Co. Wealth Management LLC | 125 | $8.18K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 134 | $8.40K | 0.00% | +3+2.3% | Added |
| Private Wealth Management Group, LLC | 147 | $9.62K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 150 | $9.81K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 153 | $10.0K | 0.01% | +2+1.3% | Added |
| McGuire Capital Advisors Inc | 163 | $10.7K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 165 | $10.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 211 | $13.8K | 0.00% | +211 | New |
| Cedar Mountain Advisors, LLC | 220 | $14.4K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 233 | $15.2K | 0.00% | +100+75.2% | Added |
| Sterling Capital Management LLC | 265 | $17.3K | 0.00% | −217−45.0% | Reduced |
| Rothschild Investment LLC | 268 | $17.5K | 0.00% | −31−10.4% | Reduced |
| Essential Partners LLC | 285 | $18.6K | 0.01% | −86−23.2% | Reduced |
| SBI Securities Co., Ltd. | 286 | $18.7K | 0.00% | −5−1.7% | Reduced |
| Massmutual Trust Co FSB | 295 | $19.3K | 0.00% | −407−58.0% | Reduced |
| Farther Finance Advisors, LLC | 296 | $19.3K | 0.00% | +46+18.4% | Added |
| Nomura Asset Management Co Ltd | 300 | $19.6K | 0.00% | −330−52.4% | Reduced |
| Larson Financial Group LLC | 319 | $20.9K | 0.00% | +48+17.7% | Added |
| Los Angeles Capital Management LLC | 332 | $21.7K | 0.00% | −51,912−99.4% | Reduced |
| LRI Investments, LLC | 343 | $22.4K | 0.00% | +61+21.6% | Added |
| City State Bank | 350 | $22.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 353 | $23.1K | 0.00% | +22+6.6% | Added |
| Allied Private Wealth LLC | 390 | $25.2K | 0.02% | +390 | New |
| Crewe Advisors LLC | 387 | $25.3K | 0.00% | −28−6.7% | Reduced |
| Brown Brothers Harriman & Co | 476 | $31.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 536 | $33.7K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 519 | $34.0K | 0.00% | +108+26.3% | Added |
| Salomon & Ludwin, LLC | 596 | $39.6K | 0.00% | +391+190.7% | Added |
| HM Payson & Co | 642 | $42.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 670 | $43.8K | 0.00% | −62−8.5% | Reduced |
| Neo Ivy Capital Management | 674 | $44.1K | 0.01% | +674 | New |
| Optiver Holding B.V. | 691 | $45.2K | 0.00% | +691 | New |
| Private Trust Co NA | 760 | $49.7K | 0.00% | −42−5.2% | Reduced |
| Umb Bank N A | 851 | $55.7K | 0.00% | +54+6.8% | Added |
| EverSource Wealth Advisors, LLC | 908 | $59.4K | 0.00% | −275−23.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 974 | $63.7K | 0.00% | +91+10.3% | Added |
| Global Retirement Partners, LLC | 1,003 | $65.6K | 0.00% | +1,003 | New |
| Covestor Ltd | 1,060 | $69.0K | 0.04% | −844−44.3% | Reduced |
| IFP Advisors, Inc | 1,118 | $73.1K | 0.00% | +9+0.8% | Added |
| Signaturefd, LLC | 1,153 | $75.4K | 0.00% | −23−2.0% | Reduced |
