| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $129 | 0.00% | −7−87.5% | Reduced |
| IFP Advisors, Inc | 2 | $256 | 0.00% | −3−60.0% | Reduced |
| Trust Co | 2 | $256 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $257 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 3 | $389 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 4 | $513 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $513 | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 6 | $769 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 8 | $1.02K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 9 | $1.15K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9 | $1.15K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 9 | $1.16K | 0.00% | +9 | New |
| Synergy Investment Management, LLC | 9 | $1.17K | 0.00% | +9 | New |
| Versant Capital Management, Inc | 10 | $1.28K | 0.00% | −9−47.4% | Reduced |
| Prestige Wealth Management Group LLC | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $1.28K | 0.00% | +10 | New |
| Cape Investment Advisory, Inc. | 11 | $1.41K | 0.00% | +11 | New |
| Dogwood Wealth Management LLC | 13 | $1.67K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 15 | $1.92K | 0.00% | +15 | New |
| JPL Wealth Management, LLC | 15 | $1.92K | 0.00% | +15 | New |
| Darwin Advisors, LLC | 15 | $1.95K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $2.18K | 0.00% | +7+70.0% | Added |
| J.Safra Asset Management Corp | 18 | $2.31K | 0.00% | −1−5.3% | Reduced |
| Cheviot Value Management, LLC | 18 | $2.31K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 19 | $2.44K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 19 | $2.44K | 0.00% | +19 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $2.56K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 21 | $2.69K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 23 | $2.95K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 23 | $2.95K | 0.00% | +8+53.3% | Added |
| UMA Financial Services, Inc. | 23 | $2.95K | 0.00% | +17+283.3% | Added |
| LRI Investments, LLC | 26 | $3.33K | 0.00% | −33−55.9% | Reduced |
| Action Point Financial Planning, LLC | 31 | $3.59K | 0.00% | +31 | New |
| Cornerstone Financial Management LLC | 30 | $3.84K | 0.00% | +26+650.0% | Added |
| Hartford Financial Management Inc. | 30 | $3.85K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 30 | $3.85K | 0.00% | +30 | New |
| GAMMA Investing LLC | 32 | $4.10K | 0.00% | −14−30.4% | Reduced |
| SHP Wealth Management | 32 | $4.10K | 0.00% | +22+220.0% | Added |
| Cornerstone Planning Group LLC | 35 | $4.24K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 37 | $4.74K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 37 | $4.74K | 0.00% | +30+428.6% | Added |
| SOA Wealth Advisors, LLC. | 4,790 | $4.79K | 0.00% | +4,790 | New |
| BOK Financial Private Wealth, Inc. | 38 | $4.87K | 0.00% | +38 | New |
| Continuum Advisory, LLC | 42 | $5.38K | 0.00% | +42 | New |
| Bessemer Group Inc | 43 | $6.00K | 0.00% | +3+7.5% | Added |
| ZRC Wealth Management, LLC | 47 | $6.02K | 0.00% | +47 | New |
| Washington Trust Advisors, Inc. | 50 | $6.41K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 52 | $6.66K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 53 | $6.79K | 0.00% | +37+231.3% | Added |
| Montag A & Associates Inc | 67 | $8.61K | 0.00% | +67 | New |
| North Star Investment Management Corp. | 69 | $8.84K | 0.00% | +48+228.6% | Added |
| Boreal Capital Management LLC | 70 | $8.97K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 78 | $9.99K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 82 | $10.5K | 0.00% | +7+9.3% | Added |
| Twin Lakes Capital Management, LLC | 83 | $10.7K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 95 | $12.2K | 0.01% | −120−55.8% | Reduced |
| Silver Grove Financial Group, Inc. | 107 | $13.7K | 0.01% | +107 | New |
| Pin Oak Investment Advisors Inc | 107 | $14.0K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 116 | $14.9K | 0.01% | +62+114.8% | Added |
| BNP Paribas | 120 | $15.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 124 | $15.9K | 0.00% | +51+69.9% | Added |
| Bell Investment Advisors, Inc | 128 | $16.4K | 0.00% | +57+80.3% | Added |
| Whittier Trust Co | 126 | $16.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 129 | $16.5K | 0.00% | +34+35.8% | Added |
| JFS Wealth Advisors, LLC | 131 | $16.8K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 146 | $18.7K | 0.01% | −485−76.9% | Reduced |
| Optiver Holding B.V. | 160 | $20.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 166 | $21.3K | 0.00% | +28+20.3% | Added |
| Activest Wealth Management | 169 | $21.7K | 0.00% | +169 | New |
| NBH Bank | 175 | $22.4K | 0.01% | +175 | New |
| Financial Management Professionals, Inc. | 190 | $24.3K | 0.00% | +9+5.0% | Added |
| Core Alternative Capital | 200 | $25.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $25.6K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 210 | $26.9K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 211 | $27.0K | 0.01% | +4+1.9% | Added |
| Clearstead Advisors, LLC | 211 | $27.0K | 0.00% | +152+257.6% | Added |
| Elequin Capital LP | 216 | $27.7K | 0.00% | −356−62.2% | Reduced |
| V-Square Quantitative Management LLC | 226 | $29.0K | 0.00% | +7+3.2% | Added |
| LOM Asset Management Ltd | 230 | $29.5K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 231 | $29.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 232 | $29.7K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 239 | $30.7K | 0.00% | +37+18.3% | Added |
| SBI Securities Co., Ltd. | 245 | $31.4K | 0.00% | −595−70.8% | Reduced |
| Close Asset Management Ltd | 250 | $32.0K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 250 | $32.0K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 275 | $35.3K | 0.00% | +275 | New |
| First Horizon Corp | 287 | $36.8K | 0.00% | +23+8.7% | Added |
| Mather Group, LLC. | 303 | $38.8K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 305 | $39.1K | 0.04% | +305 | New |
| Umb Bank N A | 317 | $40.6K | 0.00% | +94+42.2% | Added |
| STRS Ohio | 337 | $43.2K | 0.00% | −16−4.5% | Reduced |
| Westside Investment Management, Inc. | 347 | $44.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 391 | $50.1K | 0.01% | −64−14.1% | Reduced |
| SRS Capital Advisors, Inc. | 424 | $54.4K | 0.00% | +259+157.0% | Added |
| Central Trust Co | 484 | $62.0K | 0.00% | +484 | New |
| Davis Capital Management | 500 | $64.1K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 502 | $64.8K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 515 | $66.0K | 0.01% | −8−1.5% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 556 | $71.2K | 0.22% | −1,150−67.4% | Reduced |