| Dunhill Financial, LLC | 1 | $715 | 0.00% | +1 | New |
| Institutional & Family Asset Management, LLC | 1 | $819 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $819 | 0.00% | +1 | New |
| Grove Bank & Trust | 1 | $819 | 0.00% | +1 | New |
| WFA of San Diego, LLC | 1 | $820 | 0.00% | +1 | New |
| Hantz Financial Services, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2 | $1.64K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2 | $1.64K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 2 | $1.64K | 0.00% | +1+100.0% | Added |
| Addison Advisors LLC | 2 | $1.64K | 0.00% | +2 | New |
| Trifecta Capital Advisors, LLC | 2 | $1.64K | 0.00% | +2 | New |
| Winthrop Capital Management, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $2.00K | 0.00% | +2 | New |
| Capital Analysts, LLC | 2 | $2.00K | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 3 | $2.46K | 0.00% | −10,020−100.0% | Reduced |
| Brown Brothers Harriman & Co | 3 | $2.46K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3 | $2.46K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $2.46K | 0.00% | +3 | New |
| MCF Advisors LLC | 3 | $2.46K | 0.00% | −10−76.9% | Reduced |
| True Wealth Design, LLC | 3 | $2.46K | 0.00% | +1+50.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 4 | $3.28K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4 | $3.28K | 0.00% | +4 | New |
| Financial Network Wealth Advisors LLC | 4 | $3.28K | 0.00% | +4 | New |
| Albion Financial Group | 4 | $3.28K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 4 | $3.28K | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 4 | $3.28K | 0.00% | +4 | New |
| Sachetta, LLC | 5 | $3.33K | 0.00% | +5 | New |
| Macroview Investment Management LLC | 5 | $4.10K | 0.00% | −14−73.7% | Reduced |
| Rogco, LP | 5 | $4.10K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5 | $4.10K | 0.00% | +1+25.0% | Added |
| Abich Financial Wealth Management LLC | 5 | $4.10K | 0.00% | +5 | New |
| Fortitude Family Office, LLC | 7 | $5.74K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7 | $5.74K | 0.00% | +5+250.0% | Added |
| DiNuzzo Private Wealth, Inc. | 8 | $6.55K | 0.00% | +1+14.3% | Added |
| SRS Capital Advisors, Inc. | 8 | $6.56K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 9 | $7.37K | 0.00% | +1+12.5% | Added |
| Sandy Spring Bank | 9 | $7.38K | 0.00% | +7+350.0% | Added |
| Avion Wealth | 10 | $8.00K | 0.00% | −1−9.1% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $8.19K | 0.00% | −9,830−99.9% | Reduced |
| Walleye Trading LLC | 10 | $8.19K | 0.00% | +10 | New |
| Cape Investment Advisory, Inc. | 10 | $8.19K | 0.00% | +10 | New |
| Bogart Wealth, LLC | 11 | $9.01K | 0.00% | +11 | New |
| Prestige Wealth Management Group LLC | 12 | $9.83K | 0.00% | −5−29.4% | Reduced |
| Abound Wealth Management | 13 | $10.7K | 0.00% | +3+30.0% | Added |
| Cullen/Frost Bankers, Inc. | 13 | $10.7K | 0.00% | +3+30.0% | Added |
| CVA Family Office, LLC | 13 | $10.7K | 0.00% | +13 | New |
| Rosenberg Matthew Hamilton | 14 | $11.4K | 0.00% | +14 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 13 | $11.6K | 0.00% | +13 | New |
| Sittner & Nelson, LLC | 15 | $12.3K | 0.01% | +5+50.0% | Added |
| Zions Bancorporation, N.A. | 15 | $12.3K | 0.00% | +13+650.0% | Added |
| MV Capital Management, Inc. | 15 | $12.3K | 0.00% | +15 | New |
| Innealta Capital, LLC | 16 | $13.1K | 0.00% | +16 | New |
| Wolff Wiese Magana LLC | 16 | $13.1K | 0.01% | +6+60.0% | Added |
| Ashton Thomas Private Wealth, LLC | 16 | $13.1K | 0.00% | +16 | New |
| Frazier Financial Advisors, LLC | 17 | $13.9K | 0.01% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 18 | $14.7K | 0.01% | +18 | New |
| NBC Securities, Inc. | 19 | $15.0K | 0.00% | +5+35.7% | Added |
| GW&K Investment Management, LLC | 18 | $15.0K | 0.00% | +4+28.6% | Added |
| Valley National Advisers Inc | 19 | $15.0K | 0.00% | +8+72.7% | Added |
| Strategic Investment Solutions, Inc. | 22 | $15.4K | 0.00% | +22 | New |
| Motco | 20 | $16.4K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 20 | $16.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $16.4K | 0.00% | +20 | New |
| ICA Group Wealth Management, LLC | 20 | $16.4K | 0.01% | −43−68.3% | Reduced |
| SOA Wealth Advisors, LLC. | 21 | $17.2K | 0.00% | +12+133.3% | Added |
| Coppell Advisory Solutions LLC | 21 | $17.2K | 0.00% | +21 | New |
| Meeder Asset Management Inc | 22 | $18.0K | 0.00% | +5+29.4% | Added |
| Harbor Investment Advisory, LLC | 22 | $18.0K | 0.00% | +6+37.5% | Added |
| Private Wealth Management Group, LLC | 22 | $18.0K | 0.01% | +7+46.7% | Added |
| Venturi Wealth Management, LLC | 23 | $18.8K | 0.00% | +12+109.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 23 | $19.0K | 0.00% | −207−90.0% | Reduced |
| Equitec Proprietary Markets, LLC | 25 | $20.5K | 0.16% | −75−75.0% | Reduced |
| WR Wealth Planners, LLC | 25 | $20.5K | 0.01% | +2+8.7% | Added |
| Riverview Trust Co | 25 | $20.5K | 0.02% | +25 | New |
| New Millennium Group LLC | 25 | $20.5K | 0.01% | +25 | New |
| Register Financial Advisors LLC | 25 | $20.5K | 0.01% | +25 | New |
| LRI Investments, LLC | 25 | $20.5K | 0.00% | +25 | New |
| Creekmur Asset Management LLC | 27 | $22.1K | 0.01% | +27 | New |
| Contravisory Investment Management, Inc. | 29 | $23.8K | 0.01% | −35−54.7% | Reduced |
| Hexagon Capital Partners LLC | 29 | $23.8K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 30 | $24.0K | 0.00% | −3,442−99.1% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $24.6K | 0.00% | +24+400.0% | Added |
| Moser Wealth Advisors, LLC | 30 | $24.6K | 0.01% | +30 | New |
| Cetera Trust Company, N.A | 31 | $25.4K | 0.02% | 00.0% | Unchanged |
| DAGCO, Inc. | 32 | $26.2K | 0.01% | +32 | New |
| TD Private Client Wealth LLC | 33 | $27.0K | 0.00% | +33 | New |
| WealthCollab, LLC | 34 | $27.9K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 35 | $28.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 35 | $28.7K | 0.00% | +35 | New |
| JFS Wealth Advisors, LLC | 41 | $33.6K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 41 | $34.0K | 0.02% | +24+141.2% | Added |
| Ritter Daniher Financial Advisory LLC | 42 | $34.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 43 | $35.2K | 0.00% | −32−42.7% | Reduced |
| Armstrong Advisory Group, Inc | 46 | $37.7K | 0.00% | +28+155.6% | Added |
| MB, Levis & Associates, LLC | 50 | $40.8K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $41.0K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 50 | $41.0K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 51 | $41.8K | 0.03% | +51 | New |
| First PREMIER Bank | 52 | $43.0K | 0.01% | +29+126.1% | Added |