| Tortoise Investment Management, LLC | 1 | $88 | 0.00% | −5−83.3% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $88 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $88 | 0.00% | +1 | New |
| Core Alternative Capital | 2 | $175 | 0.00% | −2−50.0% | Reduced |
| Activest Wealth Management | 2 | $175 | 0.00% | −2−50.0% | Reduced |
| Private Wealth Asset Management, LLC | 2 | $175 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $176 | 0.00% | −9−81.8% | Reduced |
| True Wealth Design, LLC | 2 | $176 | 0.00% | −1−33.3% | Reduced |
| Palisade Asset Management, LLC | 2 | $176 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $176 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 3 | $241 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $263 | 0.00% | −40−93.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $263 | 0.00% | −3−50.0% | Reduced |
| Financial Management Professionals, Inc. | 3 | $263 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 3 | $263 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 3 | $264 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $267 | 0.00% | −1−25.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $350 | 0.00% | −2−33.3% | Reduced |
| Principia Wealth Advisory, LLC | 4 | $351 | 0.00% | −14−77.8% | Reduced |
| HFM Investment Advisors, LLC | 4 | $351 | 0.00% | −3−42.9% | Reduced |
| Wealth Watch Advisors, INC | 5 | $438 | 0.00% | +5 | New |
| Atlantic Trust, LLC | 6 | $526 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 6 | $526 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 6 | $554 | 0.00% | +1+20.0% | Added |
| Sachetta, LLC | 8 | $702 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $877 | 0.00% | −400−97.6% | Reduced |
| NVWM, LLC | 10 | $877 | 0.00% | −5−33.3% | Reduced |
| Resources Management Corp | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Bogart Wealth, LLC | 12 | $1.05K | 0.00% | +6+100.0% | Added |
| Manchester Capital Management LLC | 13 | $1.14K | 0.00% | −61−82.4% | Reduced |
| Clark Wealth Partners | 12 | $1.16K | 0.00% | +6+100.0% | Added |
| Transamerica Financial Advisors, Inc. | 15 | $1.31K | 0.00% | +15 | New |
| Retirement Wealth Solutions LLC | 15 | $1.31K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $1.35K | 0.00% | +2+15.4% | Added |
| Spire Wealth Management | 17 | $1.49K | 0.00% | −5−22.7% | Reduced |
| Abound Wealth Management | 18 | $1.58K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $1.58K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 19 | $1.67K | 0.00% | −1−5.0% | Reduced |
| IFP Advisors, Inc | 20 | $1.75K | 0.00% | +20 | Added |
| Cornerstone Planning Group LLC | 44 | $1.83K | 0.00% | +19+76.0% | Added |
| Trifecta Capital Advisors, LLC | 21 | $1.84K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 23 | $2.00K | 0.00% | −4−14.8% | Reduced |
| Bell Investment Advisors, Inc | 23 | $2.02K | 0.00% | −60−72.3% | Reduced |
| First Horizon Corp | 23 | $2.02K | 0.00% | +23 | New |
| Zions Bancorporation, National Association | 25 | $2.19K | 0.00% | −52−67.5% | Reduced |
| Howard Hughes Medical Institute | 25 | $2.19K | 0.00% | −1−3.8% | Reduced |
| Asset Dedication, LLC | 26 | $2.28K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 26 | $2.28K | 0.00% | +6+30.0% | Added |
| Strengthening Families & Communities, LLC | 27 | $2.38K | 0.00% | +27 | New |
| GWM Advisors LLC | 28 | $2.45K | 0.00% | −40−58.8% | Reduced |
| Fortitude Family Office, LLC | 29 | $2.54K | 0.00% | −5−14.7% | Reduced |
| Grove Bank & Trust | 32 | $2.81K | 0.00% | −10−23.8% | Reduced |
| Harbour Investments, Inc. | 34 | $2.98K | 0.00% | −20−37.0% | Reduced |
| Avion Wealth | 42 | $3.00K | 0.00% | +31+281.8% | Added |
| South State Corp. | 42 | $3.68K | 0.00% | −8−16.0% | Reduced |
| Geneos Wealth Management Inc. | 44 | $3.88K | 0.00% | −27−38.0% | Reduced |
| Private Trust Co NA | 45 | $3.94K | 0.00% | +45 | New |
| New England Capital Financial Advisors LLC | 46 | $3.99K | 0.00% | +1+2.2% | Added |
| Prestige Wealth Management Group LLC | 47 | $4.12K | 0.00% | +4+9.3% | Added |
| LRI Investments, LLC | 49 | $4.29K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 50 | $4.38K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 50 | $4.43K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 53 | $4.64K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 54 | $4.73K | 0.00% | +54 | New |
| WPG Advisers, LLC | 63 | $5.52K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 66 | $5.79K | 0.00% | −340−83.7% | Reduced |
| Meeder Asset Management Inc | 67 | $5.87K | 0.00% | +67 | New |
| Hemington Wealth Management | 78 | $6.00K | 0.00% | −10−11.4% | Reduced |
| Clearstead Advisors, LLC | 75 | $6.57K | 0.00% | +75 | New |
| Farmers & Merchants Investments Inc | 76 | $6.66K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 77 | $6.75K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 78 | $6.84K | 0.00% | −108−58.1% | Reduced |
| GW&K Investment Management, LLC | 75 | $7.00K | 0.00% | −191−71.8% | Reduced |
| CoreCap Advisors, LLC | 86 | $7.54K | 0.00% | +9+11.7% | Added |
| Versant Capital Management, Inc | 86 | $7.54K | 0.00% | +14+19.4% | Added |
| Close Asset Management Ltd | 90 | $8.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 93 | $8.15K | 0.00% | +93 | New |
| Bartlett & Co. Wealth Management LLC | 95 | $8.33K | 0.00% | +2+2.2% | Added |
| Rothschild Investment LLC | 97 | $8.50K | 0.00% | −136−58.4% | Reduced |
| Costello Asset Management, INC | 100 | $8.77K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 100 | $8.80K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 123 | $10.7K | 0.00% | +1+0.8% | Added |
| Bruce G. Allen Investments, LLC | 123 | $10.8K | 0.01% | +12+10.8% | Added |
| TD Waterhouse Canada Inc. | 120 | $11.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 131 | $11.5K | 0.00% | −38−22.5% | Reduced |
| Cromwell Holdings LLC | 140 | $12.3K | 0.01% | −216−60.7% | Reduced |
| Private Wealth Management Group, LLC | 141 | $12.4K | 0.00% | +1+0.7% | Added |
| Root Financial Partners, LLC | 146 | $12.8K | 0.00% | +146 | New |
| Raiffeisen Bank International AG | 157 | $13.2K | 0.00% | +157 | New |
| AdvisorNet Financial, Inc | 163 | $14.3K | 0.00% | −751−82.2% | Reduced |
| Quest Partners LLC | 193 | $16.9K | 0.00% | +193 | New |
| Whittier Trust Co | 181 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 201 | $17.6K | 0.01% | +122+154.4% | Added |
| SRS Capital Advisors, Inc. | 208 | $18.2K | 0.00% | +94+82.5% | Added |
| VSM Wealth Advisory, LLC | 210 | $18.4K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 216 | $18.9K | 0.00% | +5+2.4% | Added |
| Salomon & Ludwin, LLC | 202 | $19.0K | 0.00% | +202 | New |
| Parkside Financial Bank & Trust | 258 | $22.6K | 0.00% | +69+36.5% | Added |