| Aventura Private Wealth, LLC | 1 | $127 | 0.00% | +1 | New |
| Toth Financial Advisory Corp | 1 | $128 | 0.00% | −99−99.0% | Reduced |
| NewSquare Capital LLC | 2 | $254 | 0.00% | +2 | New |
| Larson Financial Group LLC | 2 | $254 | 0.00% | +2 | New |
| Capital A Wealth Management, LLC | 2 | $254 | 0.00% | +2 | New |
| Skopos Labs, Inc. | 2 | $255 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 4 | $508 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 7 | $889 | 0.00% | −1−12.5% | Reduced |
| Global Financial Private Client, LLC | 7 | $889 | 0.00% | +7 | New |
| Transce3nd, LLC | 7 | $889 | 0.00% | +7 | New |
| Picton Mahoney Asset Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 10 | $1.27K | 0.00% | +10 | New |
| Painted Porch Advisors LLC | 10 | $1.27K | 0.00% | +10 | New |
| WR Wealth Planners, LLC | 11 | $1.40K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 13 | $1.65K | 0.00% | +13 | New |
| Cherry Tree Wealth Management, LLC | 14 | $1.78K | 0.00% | +14 | New |
| CVA Family Office, LLC | 16 | $2.03K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 16 | $2.03K | 0.00% | +16 | New |
| Winch Advisory Services, LLC | 18 | $2.29K | 0.00% | +18 | New |
| Creative Financial Designs Inc | 19 | $2.41K | 0.00% | +19 | New |
| Aster Capital Management (DIFC) Ltd | 20 | $2.54K | 0.00% | −685−97.2% | Reduced |
| Horizon Investments, LLC | 21 | $2.67K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $3.05K | 0.00% | +15+166.7% | Added |
| SJS Investment Consulting Inc. | 25 | $3.18K | 0.00% | −16−39.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 25 | $3.18K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 26 | $3.30K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 30 | $4.04K | 0.00% | +30 | New |
| Pineridge Advisors LLC | 40 | $5.08K | 0.00% | +40 | New |
| Farmers & Merchants Investments Inc | 41 | $5.21K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 44 | $5.59K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 48 | $6.10K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 48 | $6.10K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 54 | $6.86K | 0.00% | +54 | New |
| Legacy Investment Solutions, LLC | 43 | $7.22K | 0.00% | +17+65.4% | Added |
| Legacy Wealth Managment, LLC | 43 | $7.22K | 0.00% | +17+65.4% | Added |
| Iron Horse Wealth Management, LLC | 57 | $7.24K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 67 | $8.51K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 75 | $9.53K | 0.00% | +75 | New |
| Private Wealth Management Group, LLC | 78 | $9.91K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 79 | $10.0K | 0.00% | +9+12.9% | Added |
| Darwin Advisors, LLC | 85 | $10.8K | 0.00% | +85 | New |
| Harbour Investments, Inc. | 91 | $11.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 100 | $12.7K | 0.01% | +100 | New |
| Whipplewood Advisors, LLC | 100 | $12.7K | 0.01% | +100 | New |
| WPG Advisers, LLC | 100 | $12.7K | 0.01% | +100 | New |
| Sterling Capital Management LLC | 103 | $13.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 105 | $13.3K | 0.00% | +5+5.0% | Added |
| Geneos Wealth Management Inc. | 108 | $13.7K | 0.00% | −18−14.3% | Reduced |
| JFS Wealth Advisors, LLC | 108 | $13.7K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 116 | $14.7K | 0.01% | +116 | New |
| Coston, McIsaac & Partners | 123 | $15.0K | 0.00% | −1,288−91.3% | Reduced |
| Matrix Trust Co | 122 | $16.0K | 0.00% | −13−9.6% | Reduced |
| Valued Wealth Advisors LLC | 144 | $18.3K | 0.01% | +136+1,700.0% | Added |
| Hanson & Doremus Investment Management | 150 | $19.0K | 0.00% | +150 | New |
| Wolff Wiese Magana LLC | 150 | $19.1K | 0.01% | +7+4.9% | Added |
| Versant Capital Management, Inc | 151 | $19.2K | 0.00% | +73+93.6% | Added |
| Richardson Financial Services Inc. | 163 | $20.8K | 0.01% | −58−26.2% | Reduced |
| Hemington Wealth Management | 168 | $21.0K | 0.01% | +16+10.5% | Added |
| Archer Investment Corp | 171 | $21.7K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 172 | $21.9K | 0.00% | −44−20.4% | Reduced |
| Natixis | 185 | $23.5K | 0.00% | −48,436−99.6% | Reduced |
| SRS Capital Advisors, Inc. | 211 | $26.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 215 | $27.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 225 | $28.6K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 226 | $28.7K | 0.01% | −23−9.2% | Reduced |
| Accent Capital Management, LLC | 226 | $28.7K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 227 | $28.8K | 0.00% | −48−17.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 242 | $30.8K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 247 | $31.4K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 245 | $31.5K | 0.00% | +245 | New |
| Van Hulzen Asset Management, LLC | 256 | $32.5K | 0.00% | +256 | New |
| GeoWealth Management, LLC | 265 | $33.7K | 0.00% | +142+115.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 269 | $34.3K | 0.00% | +130+93.5% | Added |
| Hexagon Capital Partners LLC | 270 | $34.3K | 0.01% | −15−5.3% | Reduced |
| Rocky Mountain Advisers, LLC | 275 | $34.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 286 | $36.3K | 0.00% | +35+13.9% | Added |
| Global Retirement Partners, LLC | 289 | $36.7K | 0.00% | +132+84.1% | Added |
| Sunbelt Securities, Inc. | 317 | $40.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 323 | $41.0K | 0.00% | +16+5.2% | Added |
| First Horizon Advisors, Inc. | 325 | $41.3K | 0.00% | −38−10.5% | Reduced |
| LGT Financial Advisors LLC | 359 | $45.6K | 0.10% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 364 | $46.3K | 0.01% | +12+3.4% | Added |
| Ci Investments Inc. | 384 | $49.0K | 0.00% | +4+1.1% | Added |
| Islay Capital Management, LLC | 400 | $50.8K | 0.04% | 00.0% | Unchanged |
| Rise Advisors, LLC | 400 | $50.8K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 404 | $51.3K | 0.00% | +404 | New |
| V-Square Quantitative Management LLC | 460 | $58.5K | 0.01% | +114+32.9% | Added |
| WealthCollab, LLC | 466 | $59.2K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 482 | $61.2K | 0.02% | +469+3,607.7% | Added |
| Allworth Financial LP | 420 | $61.4K | 0.00% | −23−5.2% | Reduced |
| Massmutual Trust Co FSB | 494 | $62.8K | 0.00% | +110+28.6% | Added |
| Toronto Dominion Bank | 500 | $63.0K | 0.00% | +500 | New |
| Pinnacle Holdings, LLC | 500 | $63.5K | 0.02% | −145−22.5% | Reduced |
| FSC Wealth Advisors, LLC | 500 | $63.5K | 0.04% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 502 | $63.8K | 0.03% | +481+2,290.5% | Added |
| Blue Bell Private Wealth Management, LLC | 514 | $65.3K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 520 | $66.1K | 0.02% | +390+300.0% | Added |