| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Truvestments Capital LLC | 0 | $13 | 0.00% | 0 | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $137 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 1 | $137 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $138 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 2 | $275 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $412 | 0.00% | +2+200.0% | Added |
| JFS Wealth Advisors, LLC | 3 | $413 | 0.00% | −1−25.0% | Reduced |
| First Horizon Corp | 4 | $550 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $550 | 0.00% | +4 | New |
| TFC Financial Management | 5 | $688 | 0.00% | +5 | New |
| Sachetta, LLC | 5 | $688 | 0.00% | +5 | New |
| Torren Management, LLC | 6 | $825 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 6 | $825 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 6 | $825 | 0.00% | +1+20.0% | Added |
| Zions Bancorporation, National Association | 6 | $825 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 6 | $825 | 0.00% | +6 | New |
| International Assets Investment Management, LLC | 6 | $861 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $963 | 0.00% | +7 | New |
| Strengthening Families & Communities, LLC | 8 | $1.10K | 0.00% | +8 | New |
| LRI Investments, LLC | 8 | $1.10K | 0.00% | +8 | New |
| First Command Advisory Services, Inc. | 9 | $1.24K | 0.00% | +9 | New |
| Wealth Enhancement Trust Services, Inc. | 9 | $1.24K | 0.00% | +9 | New |
| Keating Financial Advisory Services, Inc. | 9 | $1.24K | 0.00% | +9 | New |
| Action Point Financial Planning, LLC | 10 | $1.24K | 0.00% | +10 | New |
| Retirement Wealth Solutions LLC | 10 | $1.38K | 0.00% | −8−44.4% | Reduced |
| Activest Wealth Management | 11 | $1.51K | 0.00% | +11 | New |
| Toth Financial Advisory Corp | 12 | $1.65K | 0.00% | +12 | New |
| Quent Capital, LLC | 12 | $1.65K | 0.00% | +12 | New |
| SHP Wealth Management | 13 | $1.79K | 0.00% | −21−61.8% | Reduced |
| Park Square Financial Group, LLC | 13 | $1.79K | 0.02% | −3−18.8% | Reduced |
| Manning & Napier Advisors LLC | 14 | $1.80K | 0.00% | +14 | New |
| Clearstead Advisors, LLC | 14 | $1.93K | 0.00% | +4+40.0% | Added |
| Private Wealth Management Group, LLC | 15 | $2.06K | 0.00% | −48−76.2% | Reduced |
| Marquette Asset Management, LLC | 15 | $2.06K | 0.00% | +3+25.0% | Added |
| JPL Wealth Management, LLC | 15 | $2.06K | 0.00% | +14+1,400.0% | Added |
| FWL Investment Management, LLC | 16 | $2.20K | 0.00% | +16 | New |
| MJT & Associates Financial Advisory Group, Inc. | 19 | $2.61K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 20 | $2.75K | 0.00% | +17+566.7% | Added |
| Cornerstone Planning Group LLC | 21 | $2.94K | 0.00% | +14+200.0% | Added |
| Avion Wealth | 25 | $3.00K | 0.00% | +15+150.0% | Added |
| Rossby Financial, LCC | 22 | $3.02K | 0.00% | +10+83.3% | Added |
| MV Capital Management, Inc. | 24 | $3.30K | 0.00% | +22+1,100.0% | Added |
| SJS Investment Consulting Inc. | 27 | $3.71K | 0.00% | +16+145.5% | Added |
| North Star Investment Management Corp. | 28 | $3.85K | 0.00% | +28 | New |
| UMA Financial Services, Inc. | 29 | $3.99K | 0.00% | −6−17.1% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $4.13K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 37 | $5.09K | 0.00% | +37 | New |
| Fourth Dimension Wealth, LLC | 40 | $5.50K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 47 | $6.46K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 52 | $7.15K | 0.00% | +52 | New |
| Pacific Center for Financial Services | 52 | $7.15K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 53 | $7.29K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 58 | $7.97K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 69 | $8.85K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 70 | $9.62K | 0.00% | +13+22.8% | Added |
| National Bank of Canada | 72 | $9.92K | 0.00% | +72 | New |
| Keystone Financial Group, Inc. | 79 | $10.9K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 82 | $11.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 90 | $12.4K | 0.00% | +22+32.4% | Added |
| Rothschild Investment LLC | 92 | $12.6K | 0.00% | −79−46.2% | Reduced |
| IFP Advisors, Inc | 100 | $13.7K | 0.00% | −364−78.4% | Reduced |
| Rexford Capital Inc | 100 | $13.7K | 0.01% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 101 | $13.9K | 0.00% | +101 | New |
| Bell Investment Advisors, Inc | 104 | $14.3K | 0.00% | +90+642.9% | Added |
| Harbor Capital Advisors, Inc. | 112 | $15.0K | 0.00% | −30−21.1% | Reduced |
| Parkside Financial Bank & Trust | 122 | $16.8K | 0.00% | +16+15.1% | Added |
| TD Private Client Wealth LLC | 124 | $17.0K | 0.00% | +9+7.8% | Added |
| Signature Equity Partners, LLC | 125 | $17.2K | 0.01% | −16−11.3% | Reduced |
| Sterling Capital Management LLC | 128 | $17.6K | 0.00% | −106−45.3% | Reduced |
| True Wealth Design, LLC | 130 | $17.9K | 0.00% | +92+242.1% | Added |
| Harbour Investments, Inc. | 136 | $18.7K | 0.00% | +79+138.6% | Added |
| Private Trust Co NA | 143 | $19.7K | 0.00% | −46−24.3% | Reduced |
| ZRC Wealth Management, LLC | 144 | $19.8K | 0.01% | +144 | New |
| Brown, Lisle/Cummings, Inc. | 145 | $19.9K | 0.00% | −4−2.7% | Reduced |
| V-Square Quantitative Management LLC | 149 | $20.5K | 0.00% | +149 | New |
| Kemnay Advisory Services Inc. | 153 | $21.0K | 0.00% | −187−55.0% | Reduced |
| Essential Partners LLC | 153 | $21.0K | 0.01% | −13−7.8% | Reduced |
| Fulcrum Asset Management LLP | 165 | $21.2K | 0.00% | +165 | New |
| Cullen/Frost Bankers, Inc. | 163 | $22.4K | 0.00% | +14+9.4% | Added |
| SBI Securities Co., Ltd. | 182 | $25.0K | 0.00% | −26−12.5% | Reduced |
| DecisionPoint Financial, LLC | 201 | $28.8K | 0.01% | +1+0.5% | Added |
| Kilter Group LLC | 223 | $30.7K | 0.01% | +141+172.0% | Added |
| Eurizon Capital SGR S.p.A. | 244 | $31.3K | 0.00% | −2−0.8% | Reduced |
| Continuum Advisory, LLC | 242 | $33.3K | 0.00% | +242 | New |
| Pinnacle Wealth Planning Services, Inc. | 278 | $38.2K | 0.00% | +76+37.6% | Added |
| Catalyst Capital Advisors LLC | 280 | $38.5K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 294 | $40.4K | 0.01% | +294 | New |
| Hoey Investments, Inc | 300 | $41.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 311 | $42.8K | 0.00% | −2,238−87.8% | Reduced |
| Employees Retirement System of Texas | 326 | $45.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 372 | $51.1K | 0.00% | −30,771−98.8% | Reduced |
| Assetmark, Inc | 372 | $51.1K | 0.00% | +257+223.5% | Added |
| Richardson Financial Services Inc. | 373 | $51.3K | 0.03% | +57+18.0% | Added |
| Bessemer Group Inc | 412 | $57.0K | 0.00% | +158+62.2% | Added |
| Farther Finance Advisors, LLC | 419 | $57.4K | 0.00% | −221−34.5% | Reduced |
| USA Financial Formulas | 432 | $59.4K | 0.01% | +432 | New |
| Newbridge Financial Services Group, Inc. | 450 | $61.9K | 0.01% | −75−14.3% | Reduced |
| Allworth Financial LP | 463 | $63.7K | 0.00% | −288−38.3% | Reduced |
| Massmutual Trust Co FSB | 472 | $64.9K | 0.00% | +136+40.5% | Added |
