| Avion Wealth | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 17 | $0 | 0.00% | +17 | New |
| Navigoe, LLC | 7 | $0 | 0.00% | +7 | New |
| SBI Securities Co., Ltd. | 1 | $38 | 0.00% | −656−99.8% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $38 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $38 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $75 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 2 | $75 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $111 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $113 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $151 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 5 | $188 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 6 | $229 | 0.00% | +6 | New |
| West Branch Capital LLC | 7 | $264 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 7 | $264 | 0.00% | +7 | New |
| Silver Grove Financial Group, Inc. | 9 | $339 | 0.00% | +9 | New |
| Highline Wealth Partners LLC | 10 | $377 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 12 | $453 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 12 | $462 | 0.00% | +12 | New |
| HFM Investment Advisors, LLC | 13 | $490 | 0.00% | +5+62.5% | Added |
| Kilter Group LLC | 14 | $528 | 0.00% | +14 | New |
| Basecamp Wealth Advisors LLC | 15 | $565 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 19 | $716 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 21 | $791 | 0.00% | −3−12.5% | Reduced |
| Synergy Investment Management, LLC | 20 | $794 | 0.00% | +20 | New |
| Quarry LP | 22 | $829 | 0.00% | −74−77.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 26 | $979 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 26 | $979 | 0.00% | +1+4.0% | Added |
| CKW Financial Group | 29 | $1.00K | 0.00% | +29 | New |
| WealthCollab, LLC | 28 | $1.05K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 28 | $1.05K | 0.00% | +28 | New |
| Rialto Wealth Management, LLC | 29 | $1.09K | 0.00% | −17−37.0% | Reduced |
| Cornerstone Financial Management LLC | 31 | $1.17K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 32 | $1.21K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $1.21K | 0.00% | −4−11.1% | Reduced |
| Clearstead Advisors, LLC | 32 | $1.21K | 0.00% | +32 | New |
| First Command Advisory Services, Inc. | 37 | $1.39K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 38 | $1.43K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 41 | $1.53K | 0.00% | +1+2.5% | Added |
| Ares Financial Consulting, LLC | 42 | $1.58K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 43 | $1.62K | 0.00% | +43 | New |
| High Note Wealth, LLC | 45 | $1.70K | 0.00% | +45 | New |
| SJS Investment Consulting Inc. | 47 | $1.77K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 48 | $1.82K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 54 | $2.03K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 57 | $2.15K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 64 | $2.41K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 67 | $2.52K | 0.00% | −52−43.7% | Reduced |
| TD Capital Management LLC | 68 | $2.58K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 75 | $2.82K | 0.00% | +16+27.1% | Added |
| Private Trust Co NA | 75 | $2.83K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 77 | $2.83K | 0.00% | +77 | New |
| Westside Investment Management, Inc. | 79 | $2.98K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $3.01K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 81 | $3.05K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 81 | $3.05K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 82 | $3.09K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 90 | $3.39K | 0.00% | +32+55.2% | Added |
| C M Bidwell & Associates Ltd | 101 | $3.81K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 109 | $4.11K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 112 | $4.22K | 0.00% | −39−25.8% | Reduced |
| Parkside Financial Bank & Trust | 139 | $5.24K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 144 | $5.42K | 0.00% | +113+364.5% | Added |
| Owl Creek Wealth Partners LLC | 165 | $6.22K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 165 | $6.22K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 178 | $6.73K | 0.00% | +178 | New |
| Massmutual Trust Co FSB | 181 | $6.82K | 0.00% | +48+36.1% | Added |
| Valued Wealth Advisors LLC | 182 | $6.86K | 0.00% | +182 | New |
| JFS Wealth Advisors, LLC | 187 | $7.04K | 0.00% | +25+15.4% | Added |
| Measured Wealth Private Client Group, LLC | 223 | $8.40K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 226 | $8.51K | 0.00% | −24−9.6% | Reduced |
| Essential Partners LLC | 228 | $8.59K | 0.00% | −11−4.6% | Reduced |
| CVA Family Office, LLC | 256 | $9.64K | 0.00% | −11−4.1% | Reduced |
| Harbour Investments, Inc. | 258 | $9.74K | 0.00% | −28−9.8% | Reduced |
| Manchester Capital Management LLC | 281 | $10.6K | 0.00% | −24−7.9% | Reduced |
| WPG Advisers, LLC | 295 | $11.1K | 0.01% | +44+17.5% | Added |
| Compass Financial Management LLC | 300 | $11.9K | 0.00% | +300 | New |
| LRI Investments, LLC | 316 | $11.9K | 0.00% | +10+3.3% | Added |
| Persistent Asset Partners Ltd | 334 | $12.6K | 0.00% | +334 | New |
| Bare Financial Services, Inc | 353 | $13.3K | 0.00% | +196+124.8% | Added |
| Fortitude Family Office, LLC | 416 | $15.7K | 0.00% | −18−4.1% | Reduced |
| Simplex Trading, LLC | 418 | $15.7K | 0.00% | +418 | New |
| Assetmark, Inc | 511 | $19.2K | 0.00% | +298+139.9% | Added |
| Rothschild Investment LLC | 519 | $19.6K | 0.00% | −49−8.6% | Reduced |
| Gilpin Wealth Management, LLC | 525 | $19.8K | 0.01% | +13+2.5% | Added |
| Neo Ivy Capital Management | 556 | $20.9K | 0.00% | +556 | New |
| Bell Investment Advisors, Inc | 628 | $23.7K | 0.00% | +500+390.6% | Added |
| IFP Advisors, Inc | 672 | $25.3K | 0.00% | +351+109.3% | Added |
| Private Wealth Management Group, LLC | 685 | $25.8K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 717 | $27.0K | 0.00% | +47+7.0% | Added |
| V-Square Quantitative Management LLC | 784 | $29.5K | 0.00% | −74−8.6% | Reduced |
| Financial Consulate, Inc | 808 | $30.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 840 | $31.6K | 0.00% | −650−43.6% | Reduced |
| EverSource Wealth Advisors, LLC | 903 | $34.0K | 0.00% | −541−37.5% | Reduced |
| Kemnay Advisory Services Inc. | 925 | $34.8K | 0.00% | +32+3.6% | Added |
| Global Retirement Partners, LLC | 995 | $37.5K | 0.00% | +995 | New |
| Key Financial Inc | 1,000 | $37.7K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,268 | $47.8K | 0.00% | +1,268 | New |
| Salomon & Ludwin, LLC | 1,309 | $49.4K | 0.00% | +389+42.3% | Added |
| Ronald Blue Trust, Inc. | 1,367 | $51.5K | 0.00% | −2−0.1% | Reduced |