| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | New |
| Avion Wealth | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Global Retirement Partners, LLC | 1 | $1.18K | 0.00% | +1 | New |
| Trifecta Capital Advisors, LLC | 1 | $1.21K | 0.00% | −1−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 1 | $1.21K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1 | $1.21K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $1.21K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $1.21K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $1.21K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1 | $1.21K | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 1 | $1.21K | 0.00% | +1 | New |
| Versant Capital Management, Inc | 1 | $1.21K | 0.00% | +1 | New |
| Aspect Partners, LLC | 1 | $1.21K | 0.00% | +1 | New |
| Fairman Group, LLC | 1 | $1.21K | 0.00% | +1 | New |
| Financial Synergies Wealth Advisors, Inc. | 1 | $1.45K | 0.00% | +1 | New |
| Valley National Advisers Inc | 2 | $2.00K | 0.00% | +1+100.0% | Added |
| Dunhill Financial, LLC | 2 | $2.04K | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $2.22K | 0.00% | +2 | New |
| Hartford Financial Management Inc. | 2 | $2.43K | 0.00% | −2−50.0% | Reduced |
| Gradient Investments LLC | 2 | $2.43K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $2.43K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2 | $2.43K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2 | $2.43K | 0.00% | +2 | New |
| Cape Investment Advisory, Inc. | 2 | $2.43K | 0.00% | +2 | New |
| West Paces Advisors Inc. | 2 | $2.43K | 0.00% | +2 | New |
| Sachetta, LLC | 2 | $2.43K | 0.00% | +2 | New |
| Atlantic Edge Private Wealth Management, LLC | 2 | $2.43K | 0.00% | +2 | New |
| WealthCollab, LLC | 2 | $2.43K | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 2 | $2.44K | 0.00% | +1+100.0% | Added |
| Ronald Blue Trust, Inc. | 3 | $3.00K | 0.00% | −2−40.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $3.64K | 0.00% | +1+50.0% | Added |
| Geneos Wealth Management Inc. | 3 | $3.64K | 0.00% | +2+200.0% | Added |
| Frank, Rimerman Advisors LLC | 3 | $3.64K | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $3.64K | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $3.88K | 0.00% | +1+50.0% | Added |
| FSA Wealth Management LLC | 3 | $4.00K | 0.00% | +3 | New |
| Wetzel Investment Advisors, Inc. | 3 | $4.00K | 0.00% | +3 | New |
| Sunbelt Securities, Inc. | 4 | $4.85K | 0.00% | −5−55.6% | Reduced |
| Harbour Investments, Inc. | 4 | $4.85K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 5 | $6.07K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $6.07K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 5 | $6.07K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $7.28K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 6 | $7.28K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 6 | $7.28K | 0.00% | +6 | New |
| Hobbs Group Advisors, LLC | 6 | $7.28K | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 7 | $8.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 7 | $8.00K | 0.00% | +1+16.7% | Added |
| Eagle Bay Advisors LLC | 7 | $8.49K | 0.01% | −1−12.5% | Reduced |
| Silicon Valley Capital Partners | 7 | $8.49K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 7 | $8.49K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 7 | $8.49K | 0.00% | +2+40.0% | Added |
| Fortitude Family Office, LLC | 7 | $8.49K | 0.01% | +7 | New |
| TFC Financial Management | 8 | $9.70K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $10.9K | 0.00% | +6+200.0% | Added |
| Core Alternative Capital | 10 | $12.1K | 0.00% | −1−9.1% | Reduced |
| Point72 Europe (London) LLP | 10 | $12.1K | 0.00% | +10 | New |
| Harbor Investment Advisory, LLC | 11 | $13.3K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 11 | $13.3K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 12 | $14.6K | 0.01% | −27−69.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 12 | $14.6K | 0.00% | +12 | New |
| Private Wealth Management Group, LLC | 13 | $15.8K | 0.01% | +13 | New |
| Davis Capital Management | 14 | $17.0K | 0.02% | +14 | New |
| Bell Investment Advisors, Inc | 14 | $17.0K | 0.00% | −1−6.7% | Reduced |
| Zions Bancorporation, N.A. | 15 | $18.2K | 0.00% | +8+114.3% | Added |
| Rothschild Investment LLC | 15 | $18.2K | 0.00% | +15 | New |
| Tompkins Financial Corp | 15 | $18.2K | 0.00% | +15 | New |
| Farmers & Merchants Investments Inc | 16 | $19.4K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 17 | $20.6K | 0.01% | +17 | New |
| Venturi Wealth Management, LLC | 19 | $23.0K | 0.00% | +5+35.7% | Added |
| Ancora Advisors, LLC | 20 | $24.3K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $24.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 21 | $25.5K | 0.00% | +6+40.0% | Added |
| MV Capital Management, Inc. | 21 | $25.5K | 0.00% | +13+162.5% | Added |
| Ofi Invest Asset Management | 24 | $26.4K | 0.00% | +1+4.3% | Added |
| Spartan Planning & Wealth Management | 22 | $26.7K | 0.03% | +22 | New |
| CVA Family Office, LLC | 22 | $26.7K | 0.01% | +22 | New |
| SRS Capital Advisors, Inc. | 24 | $29.1K | 0.00% | −51−68.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 25 | $30.3K | 0.00% | 00.0% | Unchanged |
| Bellevue Group AG | 25 | $30.3K | 0.00% | +25 | New |
| Covestor Ltd | 25 | $31.0K | 0.02% | +14+127.3% | Added |
| Plato Investment Management Ltd | 27 | $32.7K | 0.04% | +27 | New |
| MCF Advisors LLC | 27 | $32.8K | 0.00% | +20+285.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 30 | $36.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $36.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 30 | $36.4K | 0.02% | +30 | New |
| Key Financial Inc | 31 | $37.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 32 | $38.8K | 0.00% | +16+100.0% | Added |
| Desjardins Global Asset Management Inc. | 32 | $38.8K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 37 | $44.9K | 0.03% | +13+54.2% | Added |
| Huntington National Bank | 38 | $46.1K | 0.00% | +26+216.7% | Added |
| Quantbot Technologies LP | 39 | $47.3K | 0.00% | −458−92.2% | Reduced |
| Farther Finance Advisors, LLC | 40 | $48.5K | 0.00% | +32+400.0% | Added |
| Glassman Wealth Services | 44 | $53.4K | 0.01% | +7+18.9% | Added |
| Geo Capital Gestora de Recursos Ltd | 47 | $57.0K | 0.07% | −5−9.6% | Reduced |
| Dougherty Wealth Advisers LLC | 49 | $59.4K | 0.05% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 50 | $60.6K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 50 | $60.6K | 0.03% | 00.0% | Unchanged |