| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $77 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1 | $77 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $77 | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $78 | 0.00% | +1 | New |
| Torren Management, LLC | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $104 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $154 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $231 | 0.00% | +3 | New |
| LRI Investments, LLC | 3 | $231 | 0.00% | +3 | New |
| JPL Wealth Management, LLC | 5 | $386 | 0.00% | −2−28.6% | Reduced |
| Sachetta, LLC | 5 | $386 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 7 | $539 | 0.00% | +7 | New |
| South State Corp. | 7 | $540 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $540 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 7 | $541 | 0.00% | +2+40.0% | Added |
| HFM Investment Advisors, LLC | 8 | $617 | 0.00% | +5+166.7% | Added |
| Rialto Wealth Management, LLC | 8 | $617 | 0.00% | +6+300.0% | Added |
| Holos Integrated Wealth LLC | 8 | $623 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $694 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 10 | $771 | 0.00% | +2+25.0% | Added |
| Prestige Wealth Management Group LLC | 11 | $848 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 12 | $925 | 0.00% | +6+100.0% | Added |
| Creative Capital Management Investments LLC | 12 | $925 | 0.00% | +12 | New |
| Fulcrum Asset Management LLP | 12 | $944 | 0.00% | +12 | New |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 13 | $1.00K | 0.00% | −6−31.6% | Reduced |
| ZRC Wealth Management, LLC | 17 | $1.31K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 19 | $1.46K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 19 | $1.46K | 0.00% | +19 | New |
| Beaird Harris Wealth Management, LLC | 22 | $1.69K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 23 | $1.77K | 0.00% | +10+76.9% | Added |
| Keating Financial Advisory Services, Inc. | 25 | $1.93K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 27 | $2.10K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $2.16K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 29 | $2.23K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 32 | $2.47K | 0.00% | +1+3.2% | Added |
| Godfrey Financial Associates, Inc. | 33 | $2.54K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 39 | $2.77K | 0.00% | +39 | New |
| Fortitude Family Office, LLC | 37 | $2.85K | 0.00% | −10−21.3% | Reduced |
| Manchester Capital Management LLC | 39 | $3.01K | 0.00% | −2−4.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 41 | $3.16K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 43 | $3.31K | 0.00% | −26−37.7% | Reduced |
| Activest Wealth Management | 43 | $3.31K | 0.00% | +43 | New |
| Parkside Financial Bank & Trust | 49 | $3.78K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $3.85K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 52 | $4.01K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 52 | $4.01K | 0.00% | +9+20.9% | Added |
| Private Wealth Management Group, LLC | 56 | $4.32K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 67 | $5.16K | 0.00% | +67 | New |
| Owl Creek Wealth Partners LLC | 70 | $5.39K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 70 | $5.39K | 0.00% | +70 | New |
| CGC Financial Services, LLC | 76 | $5.86K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 76 | $5.89K | 0.00% | +7+10.1% | Added |
| Key Financial Inc | 83 | $6.40K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 83 | $6.40K | 0.00% | +83 | New |
| Spire Wealth Management | 86 | $6.63K | 0.00% | −1−1.1% | Reduced |
| Community Financial Services Group, LLC | 90 | $6.87K | 0.00% | −35−28.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 94 | $7.25K | 0.00% | +94 | New |
| Bell Investment Advisors, Inc | 101 | $7.79K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 102 | $7.86K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 100 | $8.00K | 0.00% | −88−46.8% | Reduced |
| MV Capital Management, Inc. | 107 | $8.25K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 114 | $8.79K | 0.00% | +22+23.9% | Added |
| Eurizon Capital SGR S.p.A. | 116 | $9.13K | 0.00% | 00.0% | Unchanged |
| American National Bank | 125 | $9.63K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 135 | $10.4K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 139 | $10.7K | 0.00% | −24−14.7% | Reduced |
| Evermay Wealth Management LLC | 140 | $10.8K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 156 | $12.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 187 | $14.4K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 200 | $15.4K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $15.4K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 203 | $15.6K | 0.00% | −7,158−97.2% | Reduced |
| Ameritas Advisory Services, LLC | 212 | $16.3K | 0.00% | +212 | New |
| TD Waterhouse Canada Inc. | 225 | $17.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 240 | $18.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 234 | $18.0K | 0.00% | +3+1.3% | Added |
| AdvisorNet Financial, Inc | 239 | $18.4K | 0.00% | +3+1.3% | Added |
| Tanglewood Legacy Advisors, LLC | 250 | $19.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 254 | $19.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 267 | $20.6K | 0.00% | +252+1,680.0% | Added |
| Nomura Asset Management Co Ltd | 290 | $22.4K | 0.00% | −420−59.2% | Reduced |
| Harbor Capital Advisors, Inc. | 310 | $24.0K | 0.00% | −15−4.6% | Reduced |
| Triumph Capital Management | 347 | $26.7K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 361 | $27.8K | 0.01% | +61+20.3% | Added |
| True Wealth Design, LLC | 373 | $28.7K | 0.01% | +249+200.8% | Added |
| SJS Investment Consulting Inc. | 374 | $28.8K | 0.00% | +295+373.4% | Added |
| Optiver Holding B.V. | 387 | $29.8K | 0.00% | +372+2,480.0% | Added |
| Smartleaf Asset Management LLC | 395 | $31.1K | 0.00% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 411 | $31.7K | 0.00% | +411 | New |
| North Star Investment Management Corp. | 425 | $32.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 454 | $35.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 459 | $35.4K | 0.00% | −40−8.0% | Reduced |
| Caldwell Trust Co | 466 | $35.9K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 475 | $36.6K | 0.01% | +475 | New |
| Essential Partners LLC | 482 | $37.1K | 0.02% | +238+97.5% | Added |
| Crews Bank & Trust | 500 | $38.5K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 501 | $39.0K | 0.00% | −48−8.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 530 | $40.8K | 0.00% | 00.0% | Unchanged |