| Crewe Advisors LLC | 10 | $10.9K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 10 | $10.9K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 10 | $10.9K | 0.00% | +5+100.0% | Added |
| RMG Wealth Management LLC | 7 | $11.6K | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 11 | $12.0K | 0.00% | −3−21.4% | Reduced |
| Manchester Capital Management LLC | 11 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 11 | $12.0K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 11 | $12.0K | 0.00% | +1+10.0% | Added |
| Cedar Mountain Advisors, LLC | 11 | $12.0K | 0.00% | +11 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9 | $12.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 12 | $13.1K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 14 | $15.3K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 14 | $15.3K | 0.00% | +2+16.7% | Added |
| Hager Investment Management Services, LLC | 14 | $15.3K | 0.01% | +5+55.6% | Added |
| Signature Equity Partners, LLC | 14 | $15.4K | 0.01% | −56−80.0% | Reduced |
| Armstrong Advisory Group, Inc | 14 | $15.5K | 0.00% | −16−53.3% | Reduced |
| Sound Income Strategies, LLC | 14 | $15.7K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 15 | $16.4K | 0.02% | +15 | New |
| Avion Wealth | 16 | $17.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 17 | $18.6K | 0.00% | −4−19.0% | Reduced |
| Swiss Re Ltd | 17 | $18.6K | 0.11% | 00.0% | Unchanged |
| First Pacific Financial | 17 | $18.6K | 0.00% | +6+54.5% | Added |
| Sachetta, LLC | 17 | $18.6K | 0.01% | +1+6.3% | Added |
| United Financial Planning Group LLC | 18 | $19.7K | 0.01% | +11+157.1% | Added |
| Portus Wealth Advisors, LLC | 18 | $19.7K | 0.02% | +18 | New |
| UMA Financial Services, Inc. | 18 | $19.7K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 19 | $20.8K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 19 | $20.8K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 19 | $20.8K | 0.00% | +1+5.6% | Added |
| JFS Wealth Advisors, LLC | 19 | $20.8K | 0.00% | −1−5.0% | Reduced |
| Morgan Dempsey Capital Management LLC | 19 | $20.8K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 20 | $21.0K | 0.00% | +4+25.0% | Added |
| Bogart Wealth, LLC | 20 | $21.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 20 | $21.9K | 0.00% | +6+42.9% | Added |
| Financial Management Professionals, Inc. | 20 | $21.9K | 0.00% | +20 | New |
| SHP Wealth Management | 21 | $22.9K | 0.00% | +6+40.0% | Added |
| Private Wealth Management Group, LLC | 21 | $23.0K | 0.01% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 21 | $23.0K | 0.01% | +21 | New |
| Westfuller Advisors, LLC | 21 | $23.3K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 23 | $25.2K | 0.00% | +4+21.1% | Added |
| Clark Wealth Partners | 24 | $26.3K | 0.02% | +2+9.1% | Added |
| Financial Perspectives, Inc | 24 | $26.7K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 25 | $27.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $27.3K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 25 | $27.4K | 0.01% | +1+4.2% | Added |
| Rakuten Securities, Inc. | 26 | $28.4K | 0.01% | −32−55.2% | Reduced |
| Sfam, LLC | 26 | $28.4K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 26 | $28.4K | 0.01% | −3−10.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 26 | $28.7K | 0.00% | +11+73.3% | Added |
| Ares Financial Consulting, LLC | 27 | $30.2K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 29 | $31.7K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 30 | $32.8K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $32.8K | 0.02% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 30 | $32.8K | 0.01% | +30 | New |
| SJS Investment Consulting Inc. | 31 | $33.9K | 0.00% | +2+6.9% | Added |
| Tradewinds Capital Management, LLC | 34 | $37.2K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 34 | $37.2K | 0.00% | +4+13.3% | Added |
| Salomon & Ludwin, LLC | 36 | $40.3K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 37 | $40.5K | 0.18% | +37 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 38 | $41.5K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 40 | $43.7K | 0.00% | +28+233.3% | Added |
| Capital & Planning, LLC | 40 | $43.7K | 0.03% | +40 | New |
| Essential Partners LLC | 43 | $47.0K | 0.02% | +10+30.3% | Added |
| Legacy Wealth Managment, LLC | 46 | $50.3K | 0.03% | +3+7.0% | Added |
| Bell Investment Advisors, Inc | 47 | $51.4K | 0.01% | +9+23.7% | Added |
| Solstein Capital, LLC | 49 | $53.6K | 0.02% | −5−9.3% | Reduced |
| Delta Asset Management LLC | 49 | $53.6K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 49 | $53.6K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $54.7K | 0.04% | −9−15.3% | Reduced |
| GW&K Investment Management, LLC | 50 | $55.0K | 0.00% | −1−2.0% | Reduced |
| Opal Wealth Advisors, LLC | 55 | $60.1K | 0.01% | +55 | New |
| Trust Co of Toledo NA | 56 | $61.2K | 0.01% | −10−15.2% | Reduced |
| AdvisorNet Financial, Inc | 60 | $65.6K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 60 | $65.6K | 0.00% | +2+3.4% | Added |
| Geneos Wealth Management Inc. | 63 | $68.9K | 0.00% | +6+10.5% | Added |
| Golden State Wealth Management, LLC | 64 | $70.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 46 | $71.6K | 0.01% | +2+4.5% | Added |
| Rossby Financial, LCC | 64 | $71.6K | 0.01% | +59+1,180.0% | Added |
| Private Trust Co NA | 67 | $73.3K | 0.01% | −6−8.2% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 71 | $77.6K | 0.04% | +71 | New |
| Owl Creek Wealth Partners LLC | 71 | $77.6K | 0.03% | +71 | New |
| Migdal Insurance & Financial Holdings Ltd. | 72 | $78.7K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 72 | $80.3K | 0.02% | −9−11.1% | Reduced |
| First Horizon Corp | 75 | $82.0K | 0.00% | −2−2.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 82 | $89.7K | 0.03% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 84 | $91.8K | 0.02% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 85 | $92.9K | 0.02% | +85 | New |
| Bradley & Co. Private Wealth Management, LLC | 85 | $93.1K | 0.05% | +85 | New |
| Meeder Asset Management Inc | 86 | $94.0K | 0.01% | −14,595−99.4% | Reduced |
| Optiver Holding B.V. | 89 | $97.3K | 0.00% | +89 | New |
| Harbour Investments, Inc. | 93 | $102.5K | 0.00% | +16+20.8% | Added |
| Principia Wealth Advisory, LLC | 95 | $103.9K | 0.06% | −7−6.9% | Reduced |
| IFP Advisors, Inc | 104 | $113.7K | 0.00% | +5+5.1% | Added |
| Essex Investment Management Co LLC | 120 | $131.2K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 125 | $136.7K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 129 | $141.0K | 0.12% | +26+25.2% | Added |
| Montag A & Associates Inc | 130 | $142.4K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 132 | $144.6K | 0.01% | +25+23.4% | Added |
| Covestor Ltd | 132 | $145.0K | 0.10% | +92+230.0% | Added |
| Zions Bancorporation, National Association | 133 | $145.4K | 0.01% | −48−26.5% | Reduced |