| American Capital Advisory, LLC | 1 | $104 | 0.00% | −5−83.3% | Reduced |
| TFC Financial Management | 1 | $104 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $104 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1 | $104 | 0.00% | +1 | New |
| Activest Wealth Management | 2 | $208 | 0.00% | −27−93.1% | Reduced |
| Valued Wealth Advisors LLC | 2 | $212 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $415 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $518 | 0.00% | +2+66.7% | Added |
| UMA Financial Services, Inc. | 6 | $623 | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 7 | $726 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $726 | 0.00% | +5+250.0% | Added |
| Rialto Wealth Management, LLC | 7 | $727 | 0.00% | −27−79.4% | Reduced |
| Stephens Consulting, LLC | 7 | $727 | 0.00% | +7 | New |
| Bare Financial Services, Inc | 8 | $830 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $934 | 0.00% | +6+200.0% | Added |
| Avion Wealth | 10 | $1.00K | 0.00% | +10 | New |
| Cromwell Holdings LLC | 10 | $1.04K | 0.00% | +10 | New |
| Kilter Group LLC | 10 | $1.04K | 0.00% | +10 | New |
| Ameritas Advisory Services, LLC | 11 | $1.14K | 0.00% | +11 | New |
| Principia Wealth Advisory, LLC | 11 | $1.14K | 0.00% | +11 | New |
| Highline Wealth Partners LLC | 12 | $1.25K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.25K | 0.00% | −9−42.9% | Reduced |
| Hughes Financial Services, LLC | 12 | $1.34K | 0.00% | +1+9.1% | Added |
| South State Corp. | 15 | $1.56K | 0.00% | −22−59.5% | Reduced |
| WealthTrak Capital Management LLC | 15 | $1.56K | 0.00% | +1+7.1% | Added |
| Spire Wealth Management | 15 | $1.56K | 0.00% | +15 | New |
| Horizon Investments, LLC | 16 | $1.66K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 16 | $1.70K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 17 | $1.76K | 0.00% | +17 | New |
| High Note Wealth, LLC | 20 | $2.08K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $2.39K | 0.00% | −1−4.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 25 | $2.60K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 26 | $2.70K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 26 | $2.70K | 0.00% | +16+160.0% | Added |
| Manchester Capital Management LLC | 28 | $2.91K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $2.91K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 37 | $3.84K | 0.00% | −34−47.9% | Reduced |
| Private Wealth Management Group, LLC | 39 | $4.05K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 42 | $4.36K | 0.00% | +42 | New |
| Cape Investment Advisory, Inc. | 47 | $4.88K | 0.00% | +47 | New |
| North Star Investment Management Corp. | 48 | $4.94K | 0.00% | +1+2.1% | Added |
| WealthCollab, LLC | 51 | $5.29K | 0.00% | +51 | New |
| Retirement Wealth Solutions LLC | 56 | $5.79K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 57 | $5.92K | 0.00% | +13+29.5% | Added |
| Private Trust Co NA | 59 | $6.07K | 0.00% | −28−32.2% | Reduced |
| Harbour Investments, Inc. | 60 | $6.23K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 65 | $6.75K | 0.00% | +43+195.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 67 | $6.95K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 80 | $8.30K | 0.00% | +7+9.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 76 | $8.70K | 0.00% | +76 | New |
| Farmers & Merchants Investments Inc | 85 | $8.82K | 0.00% | +8+10.4% | Added |
| Cornerstone Planning Group LLC | 86 | $9.65K | 0.00% | −65−43.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 94 | $9.76K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 94 | $9.76K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 98 | $10.2K | 0.00% | −21−17.6% | Reduced |
| JFS Wealth Advisors, LLC | 100 | $10.4K | 0.00% | +8+8.7% | Added |
| J.Safra Asset Management Corp | 126 | $13.1K | 0.00% | −54−30.0% | Reduced |
| Dogwood Wealth Management LLC | 124 | $13.3K | 0.01% | +124 | New |
| WPG Advisers, LLC | 134 | $13.9K | 0.01% | −34−20.2% | Reduced |
| Creative Financial Designs Inc | 143 | $14.8K | 0.00% | −38−21.0% | Reduced |
| Central Trust Co | 149 | $15.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 150 | $15.6K | 0.00% | −50−25.0% | Reduced |
| Fortitude Family Office, LLC | 163 | $16.9K | 0.01% | +16+10.9% | Added |
| MAI Capital Management | 206 | $21.4K | 0.00% | +113+121.5% | Added |
| Rise Advisors, LLC | 207 | $21.4K | 0.01% | +1+0.5% | Added |
| Osterweis Capital Management Inc | 212 | $22.0K | 0.00% | +212 | New |
| NBC Securities, Inc. | 279 | $28.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 277 | $28.7K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 284 | $29.5K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 300 | $31.0K | 0.00% | +22+7.9% | Added |
| Optiver Holding B.V. | 310 | $32.2K | 0.00% | +5+1.6% | Added |
| Jones Financial Companies LLLP | 317 | $32.9K | 0.00% | +65+25.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 321 | $33.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 336 | $34.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 358 | $37.1K | 0.00% | −142−28.4% | Reduced |
| Hantz Financial Services, Inc. | 394 | $41.0K | 0.00% | +387+5,528.6% | Added |
| Farther Finance Advisors, LLC | 415 | $43.1K | 0.00% | −754−64.5% | Reduced |
| Huntington National Bank | 444 | $46.1K | 0.00% | −76−14.6% | Reduced |
| Caldwell Trust Co | 450 | $46.7K | 0.00% | +450 | New |
| Global Retirement Partners, LLC | 465 | $48.3K | 0.00% | +465 | New |
| Massmutual Trust Co FSB | 466 | $48.4K | 0.00% | +135+40.8% | Added |
| Park Place Capital Corp | 475 | $50.0K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 483 | $50.1K | 0.01% | −2,821−85.4% | Reduced |
| Allworth Financial LP | 484 | $50.2K | 0.00% | +147+43.6% | Added |
| SRS Capital Advisors, Inc. | 531 | $55.1K | 0.00% | +349+191.8% | Added |
| Brown Brothers Harriman & Co | 553 | $57.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 579 | $60.0K | 0.00% | +88+17.9% | Added |
| Montag A & Associates Inc | 585 | $60.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 616 | $63.9K | 0.00% | −17−2.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 723 | $75.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 730 | $75.8K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 739 | $76.7K | 0.06% | −22−2.9% | Reduced |
| Rothschild Investment LLC | 785 | $81.5K | 0.01% | +5+0.6% | Added |
| EverSource Wealth Advisors, LLC | 974 | $101.1K | 0.00% | +503+106.8% | Added |
| Skopos Labs, Inc. | 1,008 | $104.6K | 0.01% | +810+409.1% | Added |
| Mount Yale Investment Advisors, LLC | 1,011 | $104.9K | 0.01% | +1,011 | New |
| Covestor Ltd | 1,041 | $108.0K | 0.06% | +403+63.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,048 | $109.0K | 0.00% | +1,048 | New |
| Versant Capital Management, Inc | 1,068 | $110.8K | 0.02% | +58+5.7% | Added |
