| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 4 | $0 | 0.00% | +4 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Zions Bancorporation, National Association | 1 | $86 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $87 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $170 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $172 | 0.00% | +2 | New |
| Buck Wealth Strategies, LLC | 2 | $172 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $173 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $259 | 0.00% | +3 | New |
| Addison Advisors LLC | 5 | $431 | 0.00% | −6−54.5% | Reduced |
| Ankerstar Wealth, LLC | 7 | $603 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 8 | $690 | 0.00% | +8 | New |
| Bruce G. Allen Investments, LLC | 9 | $776 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $776 | 0.00% | +5+125.0% | Added |
| Clearstead Advisors, LLC | 9 | $776 | 0.00% | +9 | New |
| Torren Management, LLC | 9 | $797 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 10 | $862 | 0.00% | −35−77.8% | Reduced |
| South State Corp. | 10 | $862 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $862 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $862 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 10 | $862 | 0.00% | +10 | New |
| Silver Grove Financial Group, Inc. | 10 | $867 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $949 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 12 | $1.03K | 0.00% | −10−45.5% | Reduced |
| Rialto Wealth Management, LLC | 15 | $1.29K | 0.00% | +6+66.7% | Added |
| Transamerica Financial Advisors, Inc. | 16 | $1.38K | 0.00% | −1,589−99.0% | Reduced |
| Cornerstone Financial Management LLC | 16 | $1.38K | 0.00% | +6+60.0% | Added |
| UMA Financial Services, Inc. | 17 | $1.47K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 19 | $1.64K | 0.00% | +19 | New |
| Caitlin John, LLC | 20 | $1.72K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $2.07K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 25 | $2.15K | 0.00% | +25 | New |
| Bogart Wealth, LLC | 26 | $2.24K | 0.00% | +26 | New |
| Manchester Capital Management LLC | 26 | $2.24K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 30 | $2.59K | 0.02% | −11−26.8% | Reduced |
| Bell Investment Advisors, Inc | 30 | $2.59K | 0.00% | −9−23.1% | Reduced |
| William B. Walkup & Associates, Inc. | 30 | $2.59K | 0.00% | +30 | New |
| Brown, Lisle/Cummings, Inc. | 32 | $2.76K | 0.00% | −22−40.7% | Reduced |
| Gilpin Wealth Management, LLC | 34 | $2.93K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $3.02K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 36 | $3.10K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 38 | $3.25K | 0.00% | +3+8.6% | Added |
| Global Retirement Partners, LLC | 39 | $3.36K | 0.00% | +39 | New |
| J.Safra Asset Management Corp | 40 | $3.45K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 40 | $3.45K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 41 | $3.53K | 0.00% | −21−33.9% | Reduced |
| Kilter Group LLC | 41 | $3.54K | 0.00% | +4+10.8% | Added |
| Action Point Financial Planning, LLC | 50 | $3.96K | 0.00% | +50 | New |
| Basecamp Wealth Advisors LLC | 51 | $4.40K | 0.00% | −56−52.3% | Reduced |
| JFS Wealth Advisors, LLC | 51 | $4.40K | 0.00% | +8+18.6% | Added |
| Private Trust Co NA | 56 | $4.83K | 0.00% | −35−38.5% | Reduced |
| Covestor Ltd | 60 | $5.00K | 0.00% | +5+9.1% | Added |
| Valued Wealth Advisors LLC | 58 | $5.00K | 0.00% | +58 | New |
| Keating Financial Advisory Services, Inc. | 64 | $5.52K | 0.00% | −10−13.5% | Reduced |
| Strengthening Families & Communities, LLC | 67 | $5.75K | 0.00% | +1+1.5% | Added |
| LifeSteps Financial, Inc. | 67 | $5.78K | 0.00% | +67 | New |
| IFP Advisors, Inc | 71 | $6.12K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 73 | $6.29K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 74 | $6.38K | 0.00% | −4−5.1% | Reduced |
| Fortitude Family Office, LLC | 90 | $7.76K | 0.00% | +20+28.6% | Added |
| Kemnay Advisory Services Inc. | 102 | $8.79K | 0.00% | −139−57.7% | Reduced |
| Parkside Financial Bank & Trust | 113 | $9.74K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 125 | $10.8K | 0.00% | −247−66.4% | Reduced |
| WealthCollab, LLC | 130 | $11.2K | 0.00% | +26+25.0% | Added |
| SBI Securities Co., Ltd. | 144 | $12.4K | 0.00% | +36+33.3% | Added |
| Essential Partners LLC | 145 | $12.5K | 0.01% | −43−22.9% | Reduced |
| Assetmark, Inc | 149 | $12.8K | 0.00% | −81−35.2% | Reduced |
| Bare Financial Services, Inc | 150 | $12.9K | 0.00% | +57+61.3% | Added |
| GW&K Investment Management, LLC | 153 | $13.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 191 | $16.5K | 0.00% | −203−51.5% | Reduced |
| Prestige Wealth Management Group LLC | 202 | $17.4K | 0.00% | +5+2.5% | Added |
| Salomon & Ludwin, LLC | 224 | $19.0K | 0.00% | −86−27.7% | Reduced |
| EverSource Wealth Advisors, LLC | 221 | $19.1K | 0.00% | −203−47.9% | Reduced |
| Quent Capital, LLC | 250 | $21.6K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 275 | $23.7K | 0.01% | −50−15.4% | Reduced |
| True Wealth Design, LLC | 310 | $26.7K | 0.01% | −5−1.6% | Reduced |
| Harbor Capital Advisors, Inc. | 312 | $27.0K | 0.00% | −32−9.3% | Reduced |
| Nomura Asset Management Co Ltd | 360 | $31.0K | 0.00% | −390−52.0% | Reduced |
| Ameritas Advisory Services, LLC | 376 | $32.4K | 0.00% | +376 | New |
| Fifth Third Bancorp | 385 | $33.2K | 0.00% | +3+0.8% | Added |
| Smartleaf Asset Management LLC | 449 | $39.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 460 | $39.7K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 468 | $40.3K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 554 | $47.8K | 0.00% | +554 | New |
| Farther Finance Advisors, LLC | 576 | $49.7K | 0.00% | −204−26.2% | Reduced |
| Versant Capital Management, Inc | 699 | $60.3K | 0.01% | −16−2.2% | Reduced |
| Umb Bank N A | 779 | $67.2K | 0.00% | +15+2.0% | Added |
| Sterling Capital Management LLC | 801 | $69.0K | 0.00% | −8,740−91.6% | Reduced |
| Optiver Holding B.V. | 885 | $76.3K | 0.00% | +885 | New |
| Pinnacle Wealth Planning Services, Inc. | 942 | $81.2K | 0.01% | +20+2.2% | Added |
| Nikko Asset Management Americas, Inc. | 948 | $81.7K | 0.00% | +948 | New |
| Rockefeller Capital Management L.P. | 1,005 | $86.6K | 0.00% | −27−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,010 | $87.1K | 0.00% | +362+55.9% | Added |
| Signaturefd, LLC | 1,143 | $98.5K | 0.00% | +61+5.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,143 | $98.6K | 0.00% | +191+20.1% | Added |
| SRS Capital Advisors, Inc. | 1,164 | $100.3K | 0.00% | +1,143+5,442.9% | Added |
| Los Angeles Capital Management LLC | 1,220 | $105.2K | 0.00% | +95+8.4% | Added |
| KBC Group NV | 1,324 | $114.0K | 0.00% | 00.0% | Unchanged |
