| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1 | $222 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1 | $222 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $223 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $223 | 0.00% | +1 | New |
| Fortitude Family Office, LLC | 2 | $444 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 2 | $445 | 0.00% | +2 | New |
| UMA Financial Services, Inc. | 3 | $667 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $888 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $888 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 4 | $888 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $888 | 0.00% | +3+300.0% | Added |
| Quaker Wealth Management, LLC | 4 | $889 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $889 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $889 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $1.11K | 0.00% | +5 | New |
| South State Corp. | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 5 | $1.11K | 0.00% | +5 | New |
| International Assets Investment Management, LLC | 5 | $1.15K | 0.00% | −13−72.2% | Reduced |
| TD Private Client Wealth LLC | 6 | $1.33K | 0.00% | +1+20.0% | Added |
| Principia Wealth Advisory, LLC | 6 | $1.33K | 0.00% | +2+50.0% | Added |
| Creative Financial Designs Inc | 6 | $1.33K | 0.00% | +6 | New |
| Rachor Investment Advisory Services, LLC | 6 | $1.33K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $1.33K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $1.53K | 0.00% | +5+500.0% | Added |
| Cornerstone Financial Management LLC | 7 | $1.55K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 7 | $1.55K | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 8 | $1.78K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 9 | $2.00K | 0.00% | +9 | New |
| Montag A & Associates Inc | 9 | $2.06K | 0.00% | +1+12.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 10 | $2.22K | 0.00% | +10 | New |
| Cromwell Holdings LLC | 10 | $2.22K | 0.00% | +4+66.7% | Added |
| SJS Investment Consulting Inc. | 10 | $2.22K | 0.00% | +6+150.0% | Added |
| Cheviot Value Management, LLC | 10 | $2.22K | 0.00% | +10 | New |
| IMA Wealth, Inc. | 11 | $2.44K | 0.00% | +10+1,000.0% | Added |
| Ronald Blue Trust, Inc. | 11 | $2.44K | 0.00% | −3−21.4% | Reduced |
| Evolution Wealth Management Inc. | 12 | $2.67K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 9 | $2.73K | 0.00% | +3+50.0% | Added |
| Rossby Financial, LCC | 13 | $2.98K | 0.00% | +5+62.5% | Added |
| Prestige Wealth Management Group LLC | 14 | $3.11K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14 | $3.11K | 0.00% | +2+16.7% | Added |
| Quarry LP | 14 | $3.11K | 0.00% | +14 | New |
| Bogart Wealth, LLC | 15 | $3.33K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $3.33K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $3.33K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 15 | $3.33K | 0.00% | −221−93.6% | Reduced |
| JPL Wealth Management, LLC | 15 | $3.33K | 0.00% | +15 | New |
| True Wealth Design, LLC | 17 | $3.78K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 18 | $4.00K | 0.00% | −1−5.3% | Reduced |
| Atlantic Trust, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 20 | $4.44K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 22 | $4.86K | 0.00% | −2−8.3% | Reduced |
| Addison Advisors LLC | 22 | $4.89K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 22 | $4.89K | 0.00% | +5+29.4% | Added |
| Quest 10 Wealth Builders, Inc. | 22 | $4.89K | 0.00% | +22 | New |
| JFS Wealth Advisors, LLC | 23 | $5.11K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 23 | $5.11K | 0.00% | +8+53.3% | Added |
| Activest Wealth Management | 24 | $5.33K | 0.00% | +24 | New |
| Harbour Investments, Inc. | 25 | $5.70K | 0.00% | +24+2,400.0% | Added |
| CoreCap Advisors, LLC | 26 | $5.77K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 26 | $5.77K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25 | $5.83K | 0.00% | +5+25.0% | Added |
| Private Wealth Management Group, LLC | 28 | $6.22K | 0.00% | −3−9.7% | Reduced |
| Root Financial Partners, LLC | 29 | $6.44K | 0.00% | +4+16.0% | Added |
| Sachetta, LLC | 29 | $6.44K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 33 | $7.33K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 34 | $7.55K | 0.01% | +34 | New |
| Northwestern Mutual Wealth Management Co | 40 | $8.88K | 0.00% | +20+100.0% | Added |
| Bare Financial Services, Inc | 41 | $9.11K | 0.00% | +3+7.9% | Added |
| Zions Bancorporation, National Association | 45 | $9.99K | 0.00% | +24+114.3% | Added |
| Covestor Ltd | 43 | $10.0K | 0.01% | −90−67.7% | Reduced |
| CX Institutional | 43 | $10.0K | 0.00% | +43 | New |
| Strive Financial Group ,LLC | 47 | $10.0K | 0.01% | +47 | New |
| Farmers & Merchants Investments Inc | 52 | $11.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 53 | $11.8K | 0.00% | +17+47.2% | Added |
| American National Bank | 62 | $13.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 52 | $14.0K | 0.00% | −162−75.7% | Reduced |
| Acumen Wealth Advisors, LLC | 72 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 74 | $16.4K | 0.00% | +4+5.7% | Added |
| Steward Partners Investment Advisory, LLC | 75 | $16.7K | 0.00% | −18−19.4% | Reduced |
| Elequin Capital LP | 81 | $18.0K | 0.00% | +81 | New |
| Contravisory Investment Management, Inc. | 93 | $20.7K | 0.00% | −9−8.8% | Reduced |
| Owl Creek Wealth Partners LLC | 97 | $21.5K | 0.01% | +97 | New |
| Brown Brothers Harriman & Co | 98 | $21.8K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 98 | $21.8K | 0.00% | +98 | New |
| Mather Group, LLC. | 100 | $22.2K | 0.00% | +100 | New |
| Kemnay Advisory Services Inc. | 101 | $22.4K | 0.00% | +101 | New |
| Park Place Capital Corp | 106 | $23.5K | 0.00% | −4−3.6% | Reduced |
| Bell Investment Advisors, Inc | 128 | $28.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 130 | $28.9K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 140 | $31.1K | 0.01% | +24+20.7% | Added |
| GHP Investment Advisors, Inc. | 140 | $31.1K | 0.00% | +140 | New |
| Twin Peaks Wealth Advisors, LLC | 144 | $32.0K | 0.01% | +144 | New |
| Key Financial Inc | 148 | $32.9K | 0.01% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 161 | $35.8K | 0.02% | +161 | New |
| EverSource Wealth Advisors, LLC | 162 | $36.0K | 0.00% | −2−1.2% | Reduced |
| Opal Wealth Advisors, LLC | 163 | $36.2K | 0.01% | +163 | New |
| SBI Securities Co., Ltd. | 167 | $37.1K | 0.00% | +114+215.1% | Added |
| Rakuten Securities, Inc. | 169 | $37.5K | 0.02% | +47+38.5% | Added |
| Salomon & Ludwin, LLC | 163 | $38.8K | 0.00% | 00.0% | Unchanged |