| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Davis Capital Management | 1 | $172 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 1 | $172 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $172 | 0.00% | +1 | New |
| Creative Capital Management Investments LLC | 1 | $172 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $172 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $176 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 2 | $343 | 0.00% | −1−33.3% | Reduced |
| Cedar Mountain Advisors, LLC | 2 | $343 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 2 | $344 | 0.00% | +2 | New |
| Action Point Financial Planning, LLC | 2 | $344 | 0.00% | +2 | New |
| Gilpin Wealth Management, LLC | 3 | $515 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 4 | $687 | 0.00% | −1−20.0% | Reduced |
| JFS Wealth Advisors, LLC | 4 | $687 | 0.00% | +3+300.0% | Added |
| UMA Financial Services, Inc. | 4 | $687 | 0.00% | +4 | New |
| Plante Moran Financial Advisors, LLC | 5 | $858 | 0.00% | +5 | New |
| Ameritas Advisory Services, LLC | 5 | $858 | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $859 | 0.00% | −4−44.4% | Reduced |
| Covestor Ltd | 7 | $1.00K | 0.00% | −482−98.6% | Reduced |
| Private Trust Co NA | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $1.37K | 0.00% | +5+166.7% | Added |
| Marquette Asset Management, LLC | 8 | $1.37K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $1.54K | 0.00% | −12−57.1% | Reduced |
| Farmers & Merchants Investments Inc | 9 | $1.54K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $1.55K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11 | $1.89K | 0.00% | −4−26.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 12 | $2.06K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 13 | $2.23K | 0.00% | +11+550.0% | Added |
| Quarry LP | 14 | $2.40K | 0.00% | +11+366.7% | Added |
| Keating Financial Advisory Services, Inc. | 15 | $2.57K | 0.00% | +15 | New |
| Bessemer Group Inc | 19 | $3.00K | 0.00% | +19 | New |
| WealthCollab, LLC | 20 | $3.43K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 22 | $3.78K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 22 | $3.78K | 0.00% | +7+46.7% | Added |
| Harbour Investments, Inc. | 30 | $5.15K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 33 | $5.63K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 36 | $6.18K | 0.00% | +3+9.1% | Added |
| Global Retirement Partners, LLC | 36 | $6.18K | 0.00% | +36 | New |
| Fortitude Family Office, LLC | 38 | $6.52K | 0.00% | +20+111.1% | Added |
| Silver Grove Financial Group, Inc. | 45 | $7.72K | 0.00% | +45 | New |
| LifeSteps Financial, Inc. | 52 | $8.93K | 0.00% | +52 | New |
| Sterling Capital Management LLC | 58 | $9.96K | 0.00% | −86−59.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 65 | $11.2K | 0.00% | +65 | New |
| Toronto Dominion Bank | 66 | $11.3K | 0.00% | +66 | New |
| Golden State Wealth Management, LLC | 72 | $12.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 72 | $12.4K | 0.00% | +24+50.0% | Added |
| Essential Partners LLC | 74 | $12.7K | 0.01% | −254−77.4% | Reduced |
| Harbor Capital Advisors, Inc. | 83 | $14.0K | 0.00% | −17−17.0% | Reduced |
| Massmutual Trust Co FSB | 83 | $14.2K | 0.00% | −23−21.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 88 | $15.1K | 0.00% | +1+1.1% | Added |
| National Bank of Canada | 91 | $15.6K | 0.00% | +91 | New |
| Umb Bank N A | 92 | $15.8K | 0.00% | +36+64.3% | Added |
| Clear Street Markets LLC | 104 | $17.9K | 0.00% | +104 | New |
| EverSource Wealth Advisors, LLC | 113 | $19.4K | 0.00% | −103−47.7% | Reduced |
| Optiver Holding B.V. | 134 | $23.0K | 0.00% | +121+930.8% | Added |
| IFP Advisors, Inc | 146 | $25.1K | 0.00% | +101+224.4% | Added |
| Founders Capital Management | 150 | $25.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 162 | $27.8K | 0.00% | +45+38.5% | Added |
| Spire Wealth Management | 169 | $29.0K | 0.00% | +159+1,590.0% | Added |
| SRS Capital Advisors, Inc. | 185 | $31.8K | 0.00% | +140+311.1% | Added |
| Salomon & Ludwin, LLC | 200 | $35.0K | 0.00% | +14+7.5% | Added |
| Blue Bell Private Wealth Management, LLC | 212 | $36.4K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 222 | $38.1K | 0.00% | +222 | New |
| Hantz Financial Services, Inc. | 230 | $39.0K | 0.00% | −25−9.8% | Reduced |
| Gs Investments, Inc. | 250 | $42.9K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 256 | $43.9K | 0.00% | +182+245.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 263 | $45.1K | 0.00% | +10+4.0% | Added |
| Rockefeller Capital Management L.P. | 286 | $49.1K | 0.00% | −22−7.1% | Reduced |
| Huntington National Bank | 291 | $49.9K | 0.00% | +291 | New |
| Toth Financial Advisory Corp | 300 | $51.5K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 300 | $51.5K | 0.03% | +300 | New |
| USA Financial Formulas | 406 | $69.7K | 0.01% | +406 | New |
| Eurizon Capital SGR S.p.A. | 416 | $71.1K | 0.00% | +416 | New |
| KBC Group NV | 474 | $81.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 498 | $84.9K | 0.00% | +197+65.4% | Added |
| The PNC Financial Services Group, Inc. | 537 | $92.2K | 0.00% | +188+53.9% | Added |
| Farther Finance Advisors, LLC | 659 | $113.1K | 0.00% | +536+435.8% | Added |
| EFG International AG | 670 | $115.0K | 0.00% | −4,230−86.3% | Reduced |
| Tower Research Capital LLC (TRC) | 712 | $122.2K | 0.00% | −2,048−74.2% | Reduced |
| Kemnay Advisory Services Inc. | 739 | $126.8K | 0.02% | +481+186.4% | Added |
| Federated Hermes, Inc. | 814 | $139.7K | 0.00% | −56−6.4% | Reduced |
| GAMMA Investing LLC | 890 | $152.8K | 0.01% | +101+12.8% | Added |
| STRS Ohio | 900 | $154.5K | 0.00% | +900 | New |
| Nisa Investment Advisors, LLC | 995 | $170.8K | 0.00% | −60−5.7% | Reduced |
| HighMark Wealth Management LLC | 1,000 | $171.6K | 0.06% | +1,000 | New |
| Mitsubishi UFJ Trust & Banking Corp | 1,071 | $183.8K | 0.00% | +1,071 | New |
| Acadian Asset Management LLC | 1,105 | $189.0K | 0.00% | +1,105 | New |
| Ronald Blue Trust, Inc. | 1,159 | $198.9K | 0.00% | +254+28.1% | Added |
| Left Brain Wealth Management, LLC | 1,170 | $200.8K | 0.06% | +1,170 | New |
| Ieq Capital, LLC | 1,178 | $202.2K | 0.00% | +1,178 | New |
| Larson Financial Group LLC | 1,196 | $205.3K | 0.01% | +411+52.4% | Added |
| Merit Financial Group, LLC | 1,198 | $205.6K | 0.00% | +1,198 | New |
| Swiss Life Asset Management Ltd | 1,204 | $206.6K | 0.00% | +1,204 | New |
| Foundations Investment Advisors, LLC | 1,206 | $207.0K | 0.00% | +1,206 | New |
| Ensign Peak Advisors, Inc | 1,250 | $214.5K | 0.00% | −600−32.4% | Reduced |
| Evernest Financial Advisors, LLC | 1,250 | $214.5K | 0.04% | +1,250 | New |
| Optivise Advisory Services LLC | 1,283 | $220.2K | 0.11% | +1,283 | New |
