| Hughes Financial Services, LLC | 2 | $76 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $113 | 0.00% | +3 | New |
| Cassaday & Co Wealth Management LLC | 3 | $114 | 0.00% | −4−57.1% | Reduced |
| American Capital Advisory, LLC | 3 | $114 | 0.00% | +3 | New |
| Godfrey Financial Associates, Inc. | 4 | $151 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6 | $226 | 0.00% | +6 | New |
| Silver Grove Financial Group, Inc. | 9 | $340 | 0.00% | +9 | New |
| Continuum Advisory, LLC | 11 | $415 | 0.00% | +11 | New |
| MV Capital Management, Inc. | 11 | $416 | 0.00% | +9+450.0% | Added |
| Brown, Lisle/Cummings, Inc. | 12 | $453 | 0.00% | +12 | New |
| Action Point Financial Planning, LLC | 14 | $529 | 0.00% | +14 | New |
| Proathlete Wealth Management LLC | 15 | $568 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 16 | $604 | 0.00% | +16 | New |
| Rialto Wealth Management, LLC | 16 | $605 | 0.00% | +16 | New |
| TFC Financial Management | 17 | $642 | 0.00% | +17 | New |
| Investors Portfolio Services LLC | 20 | $755 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 20 | $761 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 21 | $792 | 0.00% | +21 | New |
| Quent Capital, LLC | 22 | $831 | 0.00% | −305−93.3% | Reduced |
| SBI Securities Co., Ltd. | 25 | $944 | 0.00% | −490−95.1% | Reduced |
| Avion Wealth | 46 | $1.00K | 0.00% | +46 | New |
| TD Private Client Wealth LLC | 29 | $1.09K | 0.00% | −120−80.5% | Reduced |
| Bogart Wealth, LLC | 31 | $1.17K | 0.00% | +31 | New |
| Mather Group, LLC. | 34 | $1.28K | 0.00% | +34 | New |
| UMA Financial Services, Inc. | 35 | $1.32K | 0.00% | +16+84.2% | Added |
| Bokf, NA | 35 | $1.32K | 0.00% | +35 | New |
| Planning Strategies Inc. | 35 | $1.32K | 0.00% | +35 | New |
| Cromwell Holdings LLC | 36 | $1.36K | 0.00% | +17+89.5% | Added |
| Principia Wealth Advisory, LLC | 36 | $1.36K | 0.00% | +17+89.5% | Added |
| Clearstead Advisors, LLC | 40 | $1.51K | 0.00% | −369−90.2% | Reduced |
| Financial Network Wealth Advisors LLC | 44 | $1.66K | 0.00% | −161−78.5% | Reduced |
| South State Corp. | 46 | $1.74K | 0.00% | +32+228.6% | Added |
| Cornerstone Planning Group LLC | 45 | $1.77K | 0.00% | +19+73.1% | Added |
| Abound Wealth Management | 47 | $1.78K | 0.00% | +47 | New |
| Parkside Financial Bank & Trust | 53 | $2.00K | 0.00% | −112−67.9% | Reduced |
| Cornerstone Financial Management LLC | 56 | $2.12K | 0.00% | +16+40.0% | Added |
| Valued Wealth Advisors LLC | 57 | $2.15K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 58 | $2.19K | 0.00% | −78−57.4% | Reduced |
| Zions Bancorporation, National Association | 62 | $2.34K | 0.00% | −83−57.2% | Reduced |
| SHP Wealth Management | 67 | $2.53K | 0.00% | +63+1,575.0% | Added |
| IFP Advisors, Inc | 70 | $2.64K | 0.00% | +51+268.4% | Added |
| Medallion Wealth Advisors, LLC | 73 | $2.76K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 75 | $2.83K | 0.00% | +75 | New |
| Farmers & Merchants Investments Inc | 90 | $3.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 90 | $3.40K | 0.00% | +90 | New |
| Whittier Trust Co of Nevada Inc | 87 | $3.62K | 0.00% | −319−78.6% | Reduced |
| Rossby Financial, LCC | 97 | $3.66K | 0.00% | −16−14.2% | Reduced |
| Commonwealth Retirement Investments LLC | 100 | $3.78K | 0.00% | +100 | New |
| First Command Advisory Services, Inc. | 101 | $3.81K | 0.00% | +23+29.5% | Added |
| Strategic Investment Solutions, Inc. | 103 | $3.88K | 0.00% | +1+1.0% | Added |
| Atlantic Trust, LLC | 104 | $3.93K | 0.00% | −35−25.2% | Reduced |
| GW&K Investment Management, LLC | 97 | $4.00K | 0.00% | −896−90.2% | Reduced |
| Fulcrum Asset Management LLP | 104 | $4.07K | 0.00% | +104 | New |
| Kilter Group LLC | 130 | $4.91K | 0.00% | −35−21.2% | Reduced |
| TD Waterhouse Canada Inc. | 130 | $5.21K | 0.00% | +130 | New |
| EFG International AG | 138 | $5.21K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 140 | $5.29K | 0.00% | +140 | New |
| Wolff Wiese Magana LLC | 158 | $5.97K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 160 | $6.27K | 0.00% | −940−85.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 187 | $7.06K | 0.00% | +113+152.7% | Added |
| HM Payson & Co | 200 | $7.55K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 250 | $9.44K | 0.01% | −8,525−97.2% | Reduced |
| Hurley Capital, LLC | 264 | $9.95K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 275 | $10.4K | 0.01% | −2,964−91.5% | Reduced |
| WPG Advisers, LLC | 280 | $10.6K | 0.01% | +40+16.7% | Added |
| Massmutual Trust Co FSB | 289 | $10.9K | 0.00% | −198−40.7% | Reduced |
| EverSource Wealth Advisors, LLC | 310 | $11.7K | 0.00% | −131−29.7% | Reduced |
| Buck Wealth Strategies, LLC | 311 | $11.7K | 0.00% | +311 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 336 | $12.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 400 | $15.1K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 502 | $19.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 590 | $22.3K | 0.00% | +14+2.4% | Added |
| CX Institutional | 597 | $23.0K | 0.00% | +597 | New |
| Farther Finance Advisors, LLC | 638 | $24.1K | 0.00% | +241+60.7% | Added |
| ZRC Wealth Management, LLC | 647 | $24.4K | 0.01% | +647 | New |
| Owl Creek Wealth Partners LLC | 660 | $24.9K | 0.01% | +225+51.7% | Added |
| Institute for Wealth Management, LLC. | 664 | $25.1K | 0.00% | +664 | New |
| HHM Wealth Advisors, LLC | 665 | $25.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 763 | $28.8K | 0.00% | +657+619.8% | Added |
| Allworth Financial LP | 787 | $29.7K | 0.00% | +324+70.0% | Added |
| Ronald Blue Trust, Inc. | 884 | $33.4K | 0.00% | +884 | New |
| Cherry Tree Wealth Management, LLC | 1,000 | $37.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,049 | $39.6K | 0.00% | −173−14.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,062 | $40.1K | 0.01% | +708+200.0% | Added |
| Covestor Ltd | 1,191 | $45.0K | 0.03% | +374+45.8% | Added |
| SRS Capital Advisors, Inc. | 1,365 | $51.5K | 0.00% | +1,365 | New |
| Umb Bank N A | 1,390 | $52.5K | 0.00% | −262−15.9% | Reduced |
| Assetmark, Inc | 1,409 | $53.2K | 0.00% | +1,325+1,577.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,630 | $61.5K | 0.00% | −348−17.6% | Reduced |
| Rothschild Investment LLC | 1,658 | $62.6K | 0.00% | +156+10.4% | Added |
| Huntington National Bank | 1,684 | $63.6K | 0.00% | −169−9.1% | Reduced |
| GAMMA Investing LLC | 2,107 | $79.6K | 0.00% | +999+90.2% | Added |
| Harbor Capital Advisors, Inc. | 2,137 | $81.0K | 0.01% | +4+0.2% | Added |
| Kerr Financial Planning Corp | 2,207 | $83.3K | 0.09% | +4+0.2% | Added |
| Aster Capital Management (DIFC) Ltd | 2,371 | $89.5K | 0.02% | +2,371 | New |
| Brown Brothers Harriman & Co | 2,453 | $92.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,612 | $98.6K | 0.02% | −92−3.4% | Reduced |
| AdvisorNet Financial, Inc | 2,700 | $102.0K | 0.00% | +2,692+33,650.0% | Added |
| Rockefeller Capital Management L.P. | 2,933 | $110.8K | 0.00% | −1,584−35.1% | Reduced |
| Sterling Capital Management LLC | 2,955 | $111.6K | 0.00% | +2,163+273.1% | Added |