| Rialto Wealth Management, LLC | 1 | $120 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $120 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $120 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 1 | $120 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $120 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $239 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2 | $239 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $239 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2 | $239 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $358 | 0.00% | +2+200.0% | Added |
| DecisionPoint Financial, LLC | 3 | $359 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $359 | 0.00% | 00.0% | Unchanged |
| Trust Co | 3 | $359 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 4 | $478 | 0.00% | +2+100.0% | Added |
| Sound Income Strategies, LLC | 5 | $583 | 0.00% | −8−61.5% | Reduced |
| TD Private Client Wealth LLC | 5 | $598 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5 | $598 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 5 | $598 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 5 | $598 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $717 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $837 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $837 | 0.00% | +1+16.7% | Added |
| UMA Financial Services, Inc. | 7 | $837 | 0.00% | +4+133.3% | Added |
| Hughes Financial Services, LLC | 7 | $837 | 0.00% | +4+133.3% | Added |
| Prestige Wealth Management Group LLC | 8 | $956 | 0.00% | +2+33.3% | Added |
| Central Trust Co | 9 | $1.08K | 0.00% | +9 | New |
| Godfrey Financial Associates, Inc. | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 12 | $1.43K | 0.00% | +1+9.1% | Added |
| Fortitude Family Office, LLC | 12 | $1.43K | 0.00% | +2+20.0% | Added |
| MCF Advisors LLC | 12 | $1.43K | 0.00% | +12 | New |
| Golden State Wealth Management, LLC | 13 | $1.55K | 0.00% | −7−35.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 13 | $1.55K | 0.00% | +13 | New |
| Farmers & Merchants Investments Inc | 15 | $1.79K | 0.00% | −1−6.3% | Reduced |
| High Note Wealth, LLC | 16 | $1.91K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 17 | $2.03K | 0.00% | −5−22.7% | Reduced |
| Quarry LP | 17 | $2.03K | 0.00% | −60−77.9% | Reduced |
| CVA Family Office, LLC | 18 | $2.15K | 0.00% | +18 | New |
| Bogart Wealth, LLC | 20 | $2.39K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $2.39K | 0.00% | +2+11.1% | Added |
| Kingdom Financial Group LLC. | 29 | $3.47K | 0.00% | −44−60.3% | Reduced |
| Lloyd Advisory Services, LLC. | 29 | $3.47K | 0.00% | +29 | New |
| Atlantic Union Bankshares Corp | 30 | $3.58K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 30 | $3.58K | 0.00% | +21+233.3% | Added |
| Larson Financial Group LLC | 32 | $3.82K | 0.00% | +15+88.2% | Added |
| Harvest Fund Management Co., Ltd | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 35 | $4.18K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 39 | $4.66K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 40 | $4.78K | 0.00% | +40 | New |
| Rothschild Investment LLC | 42 | $5.02K | 0.00% | −1−2.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 42 | $5.03K | 0.00% | +42 | New |
| Mather Group, LLC. | 45 | $5.38K | 0.00% | +45 | New |
| Bare Financial Services, Inc | 48 | $5.74K | 0.00% | −6−11.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 48 | $5.74K | 0.00% | +37+336.4% | Added |
| Allworth Financial LP | 54 | $6.45K | 0.00% | −2−3.6% | Reduced |
| LRI Investments, LLC | 54 | $6.45K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 54 | $6.45K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 60 | $7.17K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 61 | $7.29K | 0.00% | −30−33.0% | Reduced |
| Versant Capital Management, Inc | 67 | $8.01K | 0.00% | +37+123.3% | Added |
| Ronald Blue Trust, Inc. | 68 | $8.13K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 70 | $8.37K | 0.00% | +7+11.1% | Added |
| Private Trust Co NA | 81 | $9.68K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 92 | $11.0K | 0.00% | +35+61.4% | Added |
| Hollencrest Capital Management | 93 | $11.1K | 0.00% | +23+32.9% | Added |
| SRS Capital Advisors, Inc. | 94 | $11.2K | 0.00% | +26+38.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 95 | $11.4K | 0.00% | +95 | New |
| Leonteq Securities AG | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 110 | $13.1K | 0.00% | +110 | New |
| Harbor Capital Advisors, Inc. | 113 | $14.0K | 0.00% | −21,439−99.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $14.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 132 | $15.8K | 0.00% | +78+144.4% | Added |
| Clear Street Markets LLC | 133 | $15.9K | 0.01% | +133 | New |
| EverSource Wealth Advisors, LLC | 141 | $16.9K | 0.00% | +27+23.7% | Added |
| Atwood & Palmer Inc | 150 | $17.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 161 | $19.2K | 0.00% | +5+3.2% | Added |
| Sterling Capital Management LLC | 171 | $20.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 175 | $20.9K | 0.00% | +5+2.9% | Added |
| Salomon & Ludwin, LLC | 186 | $22.3K | 0.00% | +2+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 210 | $25.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 240 | $28.7K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 257 | $30.0K | 0.02% | −57−18.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 259 | $30.9K | 0.00% | +259 | New |
| Opal Wealth Advisors, LLC | 266 | $31.8K | 0.01% | +266 | New |
| Smartleaf Asset Management LLC | 293 | $35.1K | 0.00% | −379−56.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 332 | $39.7K | 0.01% | +320+2,666.7% | Added |
| Rockefeller Capital Management L.P. | 355 | $42.4K | 0.00% | +61+20.7% | Added |
| Richardson Financial Services Inc. | 376 | $44.9K | 0.03% | +90+31.5% | Added |
| Frazier Financial Advisors, LLC | 400 | $47.8K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 411 | $47.9K | 0.00% | −79−16.1% | Reduced |
| Parallel Advisors, LLC | 443 | $52.9K | 0.00% | +383+638.3% | Added |
| Nisa Investment Advisors, LLC | 444 | $53.1K | 0.00% | +13+3.0% | Added |
| Advisory Services Network, LLC | 479 | $57.2K | 0.00% | +479 | New |
| Signaturefd, LLC | 499 | $59.6K | 0.00% | +33+7.1% | Added |
| Kemnay Advisory Services Inc. | 509 | $60.8K | 0.01% | +509 | New |
| Pinnacle Wealth Planning Services, Inc. | 522 | $62.4K | 0.01% | +25+5.0% | Added |
| International Assets Investment Management, LLC | 709 | $82.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 706 | $84.4K | 0.00% | −43−5.7% | Reduced |
| IFP Advisors, Inc | 751 | $89.7K | 0.00% | +87+13.1% | Added |
| Steward Partners Investment Advisory, LLC | 769 | $91.9K | 0.00% | +590+329.6% | Added |
| Ensign Peak Advisors, Inc | 800 | $95.6K | 0.00% | −1,102−57.9% | Reduced |