| Transamerica Financial Advisors, Inc. | 1 | $745 | 0.00% | +1 | New |
| Ronald Blue Trust, Inc. | 1 | $746 | 0.00% | −51−98.1% | Reduced |
| Rossby Financial, LCC | 1 | $746 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $746 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1 | $746 | 0.00% | +1 | New |
| Cedar Mountain Advisors, LLC | 2 | $1.49K | 0.00% | −2−50.0% | Reduced |
| Harbour Investments, Inc. | 2 | $1.49K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $1.49K | 0.00% | +2 | New |
| Spire Wealth Management | 2 | $1.49K | 0.00% | +2 | New |
| Ameritas Advisory Services, LLC | 2 | $1.49K | 0.00% | +2 | New |
| Fortitude Family Office, LLC | 2 | $1.49K | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $1.49K | 0.00% | +2 | New |
| UMA Financial Services, Inc. | 2 | $1.49K | 0.00% | −1−33.3% | Reduced |
| Kilter Group LLC | 2 | $1.49K | 0.00% | −1−33.3% | Reduced |
| Rialto Wealth Management, LLC | 3 | $2.24K | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 4 | $2.82K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4 | $2.98K | 0.00% | +4 | New |
| Continuum Advisory, LLC | 4 | $2.98K | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $2.98K | 0.00% | −3−42.9% | Reduced |
| Sachetta, LLC | 4 | $2.98K | 0.00% | +2+100.0% | Added |
| Prestige Wealth Management Group LLC | 4 | $2.98K | 0.00% | +3+300.0% | Added |
| Hughes Financial Services, LLC | 5 | $3.73K | 0.00% | −2−28.6% | Reduced |
| Clearstead Advisors, LLC | 5 | $3.73K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5 | $3.73K | 0.00% | +5 | New |
| Cape Investment Advisory, Inc. | 5 | $3.73K | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 6 | $4.47K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 6 | $4.47K | 0.00% | +3+100.0% | Added |
| SHP Wealth Management | 6 | $4.47K | 0.00% | +4+200.0% | Added |
| Manchester Capital Management LLC | 6 | $4.47K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 8 | $4.74K | 0.00% | −5−38.5% | Reduced |
| National Bank of Canada | 7 | $5.11K | 0.00% | +7 | New |
| First Horizon Corp | 7 | $5.22K | 0.00% | +7 | New |
| Westfuller Advisors, LLC | 8 | $5.87K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $7.46K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 10 | $7.46K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 10 | $7.46K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 10 | $7.46K | 0.00% | +3+42.9% | Added |
| Richardson Capital Management LLC | 11 | $8.20K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 11 | $8.20K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 13 | $9.69K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $10.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 15 | $10.6K | 0.00% | +15 | New |
| Strive Financial Group ,LLC | 15 | $11.2K | 0.00% | −5−25.0% | Reduced |
| SJS Investment Consulting Inc. | 16 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $12.7K | 0.00% | +1+6.3% | Added |
| Kemnay Advisory Services Inc. | 18 | $13.4K | 0.00% | −245−93.2% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $13.4K | 0.00% | −1−5.3% | Reduced |
| Bogart Wealth, LLC | 18 | $13.4K | 0.00% | +8+80.0% | Added |
| Essential Partners LLC | 20 | $14.9K | 0.01% | +5+33.3% | Added |
| Wolverine Asset Management LLC | 20 | $14.9K | 0.00% | +20 | New |
| Northwestern Mutual Wealth Management Co | 20 | $14.9K | 0.00% | +15+300.0% | Added |
| Strategic Wealth Partners, Ltd. | 22 | $16.4K | 0.00% | 00.0% | Unchanged |
| Tema ETFs LLC | 22 | $16.4K | 0.00% | +22 | New |
| Parkside Financial Bank & Trust | 22 | $16.4K | 0.00% | +2+10.0% | Added |
| Covestor Ltd | 22 | $17.0K | 0.01% | −1−4.3% | Reduced |
| TFC Financial Management | 24 | $17.9K | 0.00% | +3+14.3% | Added |
| Private Wealth Management Group, LLC | 25 | $18.6K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 26 | $19.4K | 0.00% | −30−53.6% | Reduced |
| Zions Bancorporation, National Association | 27 | $20.1K | 0.00% | +15+125.0% | Added |
| Brown Brothers Harriman & Co | 30 | $22.4K | 0.00% | +14+87.5% | Added |
| Spectrum Wealth Advisory Group, LLC | 30 | $22.4K | 0.01% | +30 | New |
| Acumen Wealth Advisors, LLC | 33 | $24.6K | 0.01% | −6−15.4% | Reduced |
| Rothschild Investment LLC | 34 | $25.3K | 0.00% | −5−12.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 36 | $26.8K | 0.01% | +6+20.0% | Added |
| LRI Investments, LLC | 40 | $29.8K | 0.00% | +15+60.0% | Added |
| Key Financial Inc | 41 | $30.6K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 42 | $31.3K | 0.01% | +14+50.0% | Added |
| Owl Creek Wealth Partners LLC | 45 | $33.6K | 0.01% | +5+12.5% | Added |
| Quarry LP | 46 | $34.3K | 0.01% | +43+1,433.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 48 | $35.8K | 0.00% | −8−14.3% | Reduced |
| Massmutual Trust Co FSB | 50 | $37.3K | 0.00% | −2−3.8% | Reduced |
| Bare Financial Services, Inc | 50 | $37.3K | 0.01% | +11+28.2% | Added |
| Cullen/Frost Bankers, Inc. | 51 | $38.0K | 0.00% | +51 | New |
| Horizon Financial Services, LLC | 60 | $44.7K | 0.02% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 60 | $44.7K | 0.00% | +60 | New |
| Global X Japan Co., Ltd. | 61 | $45.5K | 0.00% | +17+38.6% | Added |
| Global Retirement Partners, LLC | 64 | $47.7K | 0.00% | +64 | New |
| Fourth Dimension Wealth, LLC | 65 | $48.5K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 75 | $50.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 68 | $50.7K | 0.00% | +1+1.5% | Added |
| Macquarie Group Ltd | 71 | $52.9K | 0.00% | +71 | New |
| Persistent Asset Partners Ltd | 77 | $57.4K | 0.02% | +77 | New |
| AlphaCentric Advisors LLC | 83 | $61.9K | 0.05% | +83 | New |
| Farther Finance Advisors, LLC | 84 | $62.2K | 0.00% | +22+35.5% | Added |
| Quantbot Technologies LP | 85 | $63.4K | 0.00% | +85 | New |
| Allworth Financial LP | 90 | $67.1K | 0.00% | +30+50.0% | Added |
| HM Payson & Co | 101 | $75.3K | 0.00% | +101 | New |
| Clear Street Markets LLC | 106 | $79.0K | 0.02% | +106 | New |
| Huntington National Bank | 112 | $83.5K | 0.00% | +50+80.6% | Added |
| Larson Financial Group LLC | 130 | $96.9K | 0.00% | −4−3.0% | Reduced |
| EverSource Wealth Advisors, LLC | 132 | $98.4K | 0.00% | +34+34.7% | Added |
| Tokio Marine Asset Management Co Ltd | 138 | $102.9K | 0.00% | +138 | New |
| Bryn Mawr Trust Co | 140 | $104.4K | 0.00% | +140 | New |
| Bernard Wealth Management Corp. | 141 | $105.1K | 0.04% | +25+21.6% | Added |
| Sterling Capital Management LLC | 147 | $109.6K | 0.00% | −1,668−91.9% | Reduced |
| SRS Capital Advisors, Inc. | 147 | $109.6K | 0.00% | +79+116.2% | Added |
| Harbor Investment Advisory, LLC | 149 | $111.1K | 0.01% | +149 | New |
| Parallel Advisors, LLC | 161 | $120.0K | 0.00% | +84+109.1% | Added |
| Steward Partners Investment Advisory, LLC | 176 | $131.2K | 0.00% | +1+0.6% | Added |
| Smartleaf Asset Management LLC | 185 | $131.4K | 0.00% | 00.0% | Unchanged |
