| Avion Wealth | 14 | $0 | 0.00% | +14 | New |
| Evolution Advisers, Inc. | 18 | $0 | 0.00% | +18 | New |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Maryland Capital Advisors Inc. | 1 | $41 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $81 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $119 | 0.00% | +3 | New |
| 1 North Wealth Services LLC | 3 | $122 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 5 | $202 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 5 | $203 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 6 | $243 | 0.00% | +6 | New |
| LRI Investments, LLC | 6 | $243 | 0.00% | +6 | New |
| Abound Wealth Management | 6 | $244 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 8 | $324 | 0.00% | +8 | New |
| Stone House Investment Management, LLC | 10 | $405 | 0.00% | +6+150.0% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $446 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 12 | $486 | 0.00% | +12 | New |
| Bogart Wealth, LLC | 13 | $527 | 0.00% | +13 | New |
| Gilpin Wealth Management, LLC | 14 | $568 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $568 | 0.00% | +7+100.0% | Added |
| Plante Moran Financial Advisors, LLC | 16 | $648 | 0.00% | +16 | New |
| Bay Harbor Wealth Management, LLC | 18 | $729 | 0.00% | +4+28.6% | Added |
| Kilter Group LLC | 20 | $811 | 0.00% | −70−77.8% | Reduced |
| Raffa Wealth Management, LLC | 23 | $932 | 0.00% | +22+2,200.0% | Added |
| Ankerstar Wealth, LLC | 25 | $1.01K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 29 | $1.18K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 29 | $1.18K | 0.00% | +29 | New |
| SHP Wealth Management | 30 | $1.22K | 0.00% | +10+50.0% | Added |
| Creative Capital Management Investments LLC | 30 | $1.22K | 0.00% | +30 | New |
| Westfuller Advisors, LLC | 33 | $1.33K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 40 | $1.62K | 0.00% | +40 | New |
| Clearstead Advisors, LLC | 46 | $1.86K | 0.00% | +46 | New |
| Arlington Trust Co LLC | 47 | $1.90K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 49 | $1.99K | 0.00% | +15+44.1% | Added |
| Rialto Wealth Management, LLC | 52 | $2.11K | 0.00% | +17+48.6% | Added |
| Hughes Financial Services, LLC | 54 | $2.19K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 59 | $2.39K | 0.00% | −19−24.4% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $2.63K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 71 | $2.88K | 0.00% | +1+1.4% | Added |
| Godfrey Financial Associates, Inc. | 72 | $2.92K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 77 | $3.04K | 0.00% | +5+6.9% | Added |
| Valued Wealth Advisors LLC | 83 | $3.36K | 0.00% | +83 | New |
| TD Capital Management LLC | 93 | $3.77K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 97 | $3.93K | 0.00% | +97 | New |
| JFS Wealth Advisors, LLC | 99 | $4.01K | 0.00% | +20+25.3% | Added |
| Global Retirement Partners, LLC | 100 | $4.05K | 0.00% | +100 | New |
| Action Point Financial Planning, LLC | 111 | $4.42K | 0.00% | +111 | New |
| Cassaday & Co Wealth Management LLC | 111 | $4.50K | 0.00% | +111 | New |
| Parkside Financial Bank & Trust | 115 | $4.66K | 0.00% | −1,943−94.4% | Reduced |
| Picton Mahoney Asset Management | 134 | $5.43K | 0.00% | +85+173.5% | Added |
| Private Wealth Management Group, LLC | 136 | $5.51K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 146 | $5.92K | 0.00% | +146 | New |
| Cullen/Frost Bankers, Inc. | 150 | $6.08K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 168 | $6.81K | 0.00% | +34+25.4% | Added |
| Fortitude Family Office, LLC | 178 | $7.21K | 0.00% | +74+71.2% | Added |
| Huntington National Bank | 193 | $7.82K | 0.00% | +44+29.5% | Added |
| Bare Financial Services, Inc | 193 | $7.82K | 0.00% | +168+672.0% | Added |
| NBH Bank | 261 | $10.6K | 0.00% | +261 | New |
| SJS Investment Consulting Inc. | 267 | $10.8K | 0.00% | +231+641.7% | Added |
| Richardson Capital Management LLC | 280 | $11.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 284 | $11.5K | 0.00% | +28+10.9% | Added |
| Rothschild Investment LLC | 297 | $12.0K | 0.00% | +21+7.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 299 | $12.1K | 0.00% | 00.0% | Unchanged |
| Graticule Asia Macro Advisors LLC | 315 | $12.8K | 0.00% | +315 | New |
| Ronald Blue Trust, Inc. | 324 | $13.1K | 0.00% | +151+87.3% | Added |
| Freestone Grove Partners LP | 333 | $13.5K | 0.00% | −875−72.4% | Reduced |
| City Holding Co | 342 | $13.9K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 463 | $19.0K | 0.00% | +209+82.3% | Added |
| International Assets Investment Management, LLC | 507 | $20.0K | 0.00% | +129+34.1% | Added |
| Sterling Capital Management LLC | 499 | $20.2K | 0.00% | −448−47.3% | Reduced |
| Los Angeles Capital Management LLC | 527 | $21.4K | 0.00% | −16,919−97.0% | Reduced |
| Massmutual Trust Co FSB | 543 | $22.0K | 0.00% | −150−21.6% | Reduced |
| Parallel Advisors, LLC | 545 | $22.1K | 0.00% | −6−1.1% | Reduced |
| Essential Partners LLC | 618 | $25.0K | 0.01% | −308−33.3% | Reduced |
| Medallion Wealth Advisors, LLC | 660 | $26.7K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 713 | $28.5K | 0.00% | +377+112.2% | Added |
| Kemnay Advisory Services Inc. | 717 | $29.1K | 0.00% | +202+39.2% | Added |
| AdvisorNet Financial, Inc | 750 | $30.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 766 | $31.0K | 0.00% | +34+4.6% | Added |
| Optiver Holding B.V. | 876 | $35.5K | 0.00% | +876 | New |
| Larson Financial Group LLC | 976 | $39.5K | 0.00% | +440+82.1% | Added |
| South State Corp. | 1,000 | $40.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,046 | $42.4K | 0.00% | +405+63.2% | Added |
| Farther Finance Advisors, LLC | 1,094 | $44.2K | 0.00% | +61+5.9% | Added |
| Salomon & Ludwin, LLC | 1,164 | $45.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,192 | $48.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,334 | $54.1K | 0.00% | −96−6.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,371 | $55.6K | 0.00% | −32−2.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,450 | $57.8K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,505 | $61.0K | 0.01% | −70−4.4% | Reduced |
| SBI Securities Co., Ltd. | 1,521 | $61.6K | 0.00% | −52−3.3% | Reduced |
| Signaturefd, LLC | 1,550 | $62.8K | 0.00% | −235−13.2% | Reduced |
| Persistent Asset Partners Ltd | 1,635 | $66.3K | 0.02% | +1,635 | New |
| US Bancorp | 1,721 | $69.7K | 0.00% | +10+0.6% | Added |
| Bayforest Capital Ltd | 1,873 | $75.9K | 0.07% | +1,873 | New |
| Chilton Capital Management LLC | 2,000 | $81.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,039 | $82.6K | 0.01% | +44+2.2% | Added |
| Horizon Investments, LLC | 2,090 | $84.7K | 0.00% | −54,122−96.3% | Reduced |
| Exchange Traded Concepts, LLC | 2,090 | $84.7K | 0.00% | +323+18.3% | Added |
| Smartleaf Asset Management LLC | 2,747 | $108.6K | 0.00% | 00.0% | Unchanged |
