| GHP Investment Advisors, Inc. | 1 | $98 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $98 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $148 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $195 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $210 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $292 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $292 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 4 | $389 | 0.00% | +4 | New |
| LRI Investments, LLC | 5 | $486 | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $487 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5 | $487 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 6 | $584 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 6 | $584 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 7 | $680 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $681 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 7 | $681 | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 9 | $876 | 0.00% | −1−10.0% | Reduced |
| SJS Investment Consulting Inc. | 10 | $973 | 0.00% | +3+42.9% | Added |
| Bogart Wealth, LLC | 10 | $973 | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 12 | $1.17K | 0.00% | +4+50.0% | Added |
| Creative Financial Designs Inc | 13 | $1.26K | 0.00% | +13 | New |
| NBT Bank N A | 13 | $1.26K | 0.00% | +13 | New |
| Breakwater Investment Management | 13 | $1.26K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 14 | $1.36K | 0.00% | +10+250.0% | Added |
| Golden State Equity Partners | 15 | $1.46K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $1.46K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 15 | $1.46K | 0.00% | +15 | New |
| Twin Peaks Wealth Advisors, LLC | 15 | $1.46K | 0.00% | +15 | New |
| IMA Wealth, Inc. | 17 | $1.65K | 0.00% | +17 | New |
| Marquette Asset Management, LLC | 20 | $1.95K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 24 | $2.33K | 0.00% | +16+200.0% | Added |
| Umb Bank N A | 25 | $2.43K | 0.00% | +19+316.7% | Added |
| Rossby Financial, LCC | 26 | $2.56K | 0.00% | +20+333.3% | Added |
| Cromwell Holdings LLC | 28 | $2.72K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 30 | $2.92K | 0.00% | +23+328.6% | Added |
| Retirement Wealth Solutions LLC | 31 | $3.02K | 0.00% | +31 | New |
| Torren Management, LLC | 35 | $3.40K | 0.00% | −381−91.6% | Reduced |
| Parkside Financial Bank & Trust | 36 | $3.50K | 0.00% | +18+100.0% | Added |
| Rothschild Investment LLC | 41 | $3.99K | 0.00% | +39+1,950.0% | Added |
| Beaird Harris Wealth Management, LLC | 41 | $3.99K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 42 | $4.00K | 0.00% | +20+90.9% | Added |
| Salomon & Ludwin, LLC | 41 | $4.06K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 44 | $4.28K | 0.00% | 00.0% | Unchanged |
| The Column Group LLC | 46 | $4.47K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 52 | $5.06K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 61 | $5.93K | 0.00% | +8+15.1% | Added |
| J.Safra Asset Management Corp | 63 | $6.13K | 0.00% | +12+23.5% | Added |
| Eastern Bank | 70 | $6.81K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 73 | $7.10K | 0.00% | +19+35.2% | Added |
| Kemnay Advisory Services Inc. | 75 | $7.29K | 0.00% | +75 | New |
| Atlantic Trust, LLC | 80 | $7.78K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 81 | $7.88K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 81 | $7.88K | 0.00% | +52+179.3% | Added |
| Hilton Head Capital Partners, LLC | 83 | $8.07K | 0.00% | −110−57.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 88 | $8.56K | 0.00% | +88 | New |
| First Horizon Corp | 89 | $8.65K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 90 | $8.75K | 0.00% | +8+9.8% | Added |
| Newton One Investments LLC | 100 | $9.72K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 105 | $10.0K | 0.00% | +105 | New |
| Larson Financial Group LLC | 104 | $10.1K | 0.00% | +4+4.0% | Added |
| Meeder Asset Management Inc | 106 | $10.3K | 0.00% | +35+49.3% | Added |
| SBI Securities Co., Ltd. | 109 | $10.6K | 0.00% | −5−4.4% | Reduced |
| IFP Advisors, Inc | 110 | $10.7K | 0.00% | +95+633.3% | Added |
| Harbour Investments, Inc. | 110 | $10.7K | 0.00% | +110 | New |
| Bell Investment Advisors, Inc | 115 | $11.2K | 0.00% | +9+8.5% | Added |
| Private Wealth Management Group, LLC | 123 | $12.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 150 | $13.9K | 0.00% | −63−29.6% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 146 | $14.2K | 0.01% | +146 | New |
| Owl Creek Wealth Partners LLC | 160 | $15.6K | 0.01% | +160 | New |
| SRS Capital Advisors, Inc. | 169 | $16.4K | 0.00% | −305−64.3% | Reduced |
| Cornerstone Financial Management LLC | 171 | $16.6K | 0.02% | +161+1,610.0% | Added |
| Massmutual Trust Co FSB | 177 | $17.2K | 0.00% | +61+52.6% | Added |
| Assetmark, Inc | 185 | $18.0K | 0.00% | +53+40.2% | Added |
| Basecamp Wealth Advisors LLC | 197 | $19.2K | 0.00% | −22−10.0% | Reduced |
| Glen Eagle Advisors, LLC | 200 | $19.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 212 | $20.6K | 0.00% | +4+1.9% | Added |
| EverSource Wealth Advisors, LLC | 232 | $22.6K | 0.00% | +92+65.7% | Added |
| Ancora Advisors, LLC | 268 | $26.1K | 0.00% | +268 | New |
| TD Waterhouse Canada Inc. | 270 | $26.6K | 0.00% | +70+35.0% | Added |
| Zions Bancorporation, National Association | 280 | $27.2K | 0.00% | +14+5.3% | Added |
| Huntington National Bank | 284 | $27.6K | 0.00% | +9+3.3% | Added |
| Cornerstone Planning Group LLC | 194 | $28.6K | 0.00% | +184+1,840.0% | Added |
| Fortitude Family Office, LLC | 296 | $28.8K | 0.01% | +68+29.8% | Added |
| JPL Wealth Management, LLC | 332 | $32.3K | 0.01% | +332 | New |
| AdvisorNet Financial, Inc | 352 | $34.2K | 0.00% | +38+12.1% | Added |
| Indiana Trust & Investment Management CO | 400 | $38.9K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 400 | $38.9K | 0.02% | +400 | New |
| Jones Financial Companies LLLP | 426 | $39.4K | 0.00% | +218+104.8% | Added |
| Versant Capital Management, Inc | 460 | $44.7K | 0.00% | +314+215.1% | Added |
| Advisory Services Network, LLC | 467 | $45.4K | 0.00% | +467 | New |
| Darwin Advisors, LLC | 500 | $48.6K | 0.02% | 00.0% | Unchanged |
| Bleichroeder LP | 556 | $54.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 562 | $54.7K | 0.00% | +362+181.0% | Added |
| Oslo Pensjonsforsikring AS | 600 | $58.4K | 0.01% | +600 | New |
| Allworth Financial LP | 684 | $66.5K | 0.00% | +107+18.5% | Added |
| Steward Partners Investment Advisory, LLC | 731 | $71.1K | 0.00% | +2+0.3% | Added |
| Ostrum Asset Management | 740 | $72.0K | 0.00% | +740 | New |
| Los Angeles Capital Management LLC | 747 | $72.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 950 | $92.4K | 0.00% | +294+44.8% | Added |
| Farther Finance Advisors, LLC | 968 | $95.5K | 0.00% | +217+28.9% | Added |