| Talon Private Wealth, LLC | 2 | $273 | 0.00% | −77−97.5% | Reduced |
| Crewe Advisors LLC | 2 | $273 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $273 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 2 | $273 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 3 | $410 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $410 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $410 | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 4 | $546 | 0.00% | −18−81.8% | Reduced |
| Atwood & Palmer Inc | 5 | $683 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $683 | 0.00% | +5 | New |
| Fortitude Family Office, LLC | 6 | $819 | 0.00% | −11−64.7% | Reduced |
| NewSquare Capital LLC | 7 | $956 | 0.00% | +7 | New |
| Caitong International Asset Management Co., Ltd | 7 | $956 | 0.00% | +7 | New |
| Picton Mahoney Asset Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8 | $1.05K | 0.00% | +2+33.3% | Added |
| Carolinas Wealth Consulting LLC | 10 | $1.29K | 0.00% | +4+66.7% | Added |
| SJS Investment Consulting Inc. | 10 | $1.36K | 0.00% | +4+66.7% | Added |
| Center for Financial Planning, Inc. | 11 | $1.50K | 0.00% | +11 | New |
| Cassady Schiller Wealth Management, LLC | 11 | $1.50K | 0.00% | +11 | New |
| Tortoise Investment Management, LLC | 12 | $1.64K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 12 | $1.64K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 14 | $1.72K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 14 | $1.72K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $1.77K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 13 | $1.77K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $1.91K | 0.00% | +6+75.0% | Added |
| Avion Wealth | 16 | $2.00K | 0.00% | −2−11.1% | Reduced |
| Parkside Financial Bank & Trust | 15 | $2.05K | 0.00% | +13+650.0% | Added |
| Park Place Capital Corp | 16 | $2.18K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $2.18K | 0.00% | +6+60.0% | Added |
| Cornerstone Planning Group LLC | 16 | $2.37K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 19 | $2.59K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 21 | $2.87K | 0.00% | −100−82.6% | Reduced |
| Harbour Investments, Inc. | 21 | $2.87K | 0.00% | −7−25.0% | Reduced |
| Cohen & Steers, Inc. | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 | $3.00K | 0.00% | +22 | New |
| Continuum Advisory, LLC | 27 | $3.69K | 0.00% | −6−18.2% | Reduced |
| Avalon Trust Co | 28 | $3.82K | 0.00% | +28 | New |
| Webster Bank, N. A. | 30 | $4.09K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $4.09K | 0.00% | +9+42.9% | Added |
| Rakuten Securities, Inc. | 31 | $4.23K | 0.00% | +30+3,000.0% | Added |
| FPC Investment Advisory, Inc. | 30 | $4.55K | 0.00% | +30 | New |
| Key Financial Inc | 34 | $4.64K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 36 | $4.91K | 0.00% | +24+200.0% | Added |
| JFS Wealth Advisors, LLC | 39 | $5.32K | 0.00% | −1−2.5% | Reduced |
| HighMark Wealth Management LLC | 39 | $5.32K | 0.00% | +14+56.0% | Added |
| Aventura Private Wealth, LLC | 39 | $5.32K | 0.00% | +39 | New |
| Farmers & Merchants Investments Inc | 41 | $5.60K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 41 | $5.60K | 0.00% | +1+2.5% | Added |
| Hemington Wealth Management | 44 | $6.00K | 0.00% | +12+37.5% | Added |
| Prestige Wealth Management Group LLC | 44 | $6.01K | 0.00% | +19+76.0% | Added |
| Whipplewood Advisors, LLC | 45 | $6.14K | 0.00% | +45 | New |
| SBI Securities Co., Ltd. | 49 | $6.69K | 0.00% | +49 | New |
| High Note Wealth, LLC | 50 | $6.83K | 0.00% | +50 | New |
| Capital Advisors, Ltd. LLC | 53 | $7.00K | 0.00% | +29+120.8% | Added |
| Whittier Trust Co | 53 | $7.23K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 68 | $9.28K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 70 | $9.60K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 74 | $10.1K | 0.00% | −84−53.2% | Reduced |
| Ronald Blue Trust, Inc. | 78 | $10.6K | 0.00% | −270−77.6% | Reduced |
| TD Private Client Wealth LLC | 79 | $10.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 81 | $11.1K | 0.00% | +39+92.9% | Added |
| Central Trust Co | 86 | $11.7K | 0.00% | +10+13.2% | Added |
| Private Wealth Management Group, LLC | 86 | $11.7K | 0.00% | +59+218.5% | Added |
| Geneos Wealth Management Inc. | 94 | $12.8K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 100 | $13.7K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 100 | $13.7K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 100 | $13.7K | 0.00% | +100 | New |
| Militia Capital Partners, LP | 100 | $13.7K | 0.01% | +100 | New |
| CKW Financial Group | 100 | $14.0K | 0.00% | +100 | New |
| Wolff Wiese Magana LLC | 103 | $14.1K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 105 | $14.3K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 125 | $17.1K | 0.03% | +125 | New |
| Global Retirement Partners, LLC | 132 | $18.0K | 0.00% | −7−5.0% | Reduced |
| Private Trust Co NA | 135 | $18.4K | 0.00% | −1−0.7% | Reduced |
| Colonial Trust Co | 148 | $20.2K | 0.00% | +148 | New |
| LGT Financial Advisors LLC | 165 | $22.5K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 166 | $24.4K | 0.00% | +30+22.1% | Added |
| Riverview Trust Co | 181 | $24.7K | 0.02% | +5+2.8% | Added |
| Golden State Wealth Management, LLC | 183 | $25.0K | 0.00% | +183 | New |
| Jones Financial Companies LLLP | 186 | $25.4K | 0.00% | +55+42.0% | Added |
| Coppell Advisory Solutions LLC | 190 | $26.0K | 0.00% | −247−56.5% | Reduced |
| Mather Group, LLC. | 193 | $26.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 196 | $26.8K | 0.00% | −2−1.0% | Reduced |
| Huntington National Bank | 229 | $31.3K | 0.00% | +97+73.5% | Added |
| Skopos Labs, Inc. | 231 | $31.5K | 0.01% | +115+99.1% | Added |
| GeoWealth Management, LLC | 258 | $35.2K | 0.00% | +102+65.4% | Added |
| Close Asset Management Ltd | 268 | $37.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 280 | $38.2K | 0.00% | +280 | New |
| Sunbelt Securities, Inc. | 292 | $40.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 313 | $42.7K | 0.00% | +5+1.6% | Added |
| Rise Advisors, LLC | 342 | $46.7K | 0.02% | −10−2.8% | Reduced |
| Lindbrook Capital, LLC | 373 | $50.9K | 0.00% | +130+53.5% | Added |
| American National Bank | 379 | $51.7K | 0.01% | +379 | New |
| Aster Capital Management (DIFC) Ltd | 384 | $52.4K | 0.02% | −75−16.3% | Reduced |
| True Wealth Design, LLC | 444 | $60.6K | 0.02% | −148−25.0% | Reduced |
| R Squared Ltd | 450 | $61.4K | 0.06% | +450 | New |
| Mendota Financial Group, LLC | 455 | $62.1K | 0.04% | −195−30.0% | Reduced |
| Umb Bank N A | 455 | $62.1K | 0.00% | +309+211.6% | Added |