| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $81 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 1 | $81 | 0.00% | +1 | New |
| Massmutual Trust Co FSB | 2 | $161 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $162 | 0.00% | +2 | New |
| Kerr Financial Planning Corp | 3 | $204 | 0.00% | +3 | New |
| Godsey & Gibb Associates | 4 | $323 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4 | $323 | 0.00% | +1+33.3% | Added |
| Quent Capital, LLC | 6 | $484 | 0.00% | +6 | New |
| Atlantic Trust, LLC | 7 | $565 | 0.00% | +7 | New |
| JNBA Financial Advisors | 8 | $646 | 0.00% | +8 | New |
| Rise Advisors, LLC | 8 | $646 | 0.00% | +8 | New |
| Cromwell Holdings LLC | 8 | $646 | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 9 | $727 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $807 | 0.00% | +10 | New |
| Caitlin John, LLC | 10 | $807 | 0.00% | +10 | New |
| Frazier Financial Advisors, LLC | 10 | $808 | 0.00% | +10 | New |
| Parallel Advisors, LLC | 11 | $955 | 0.00% | +1+10.0% | Added |
| UMA Financial Services, Inc. | 12 | $969 | 0.00% | +12 | New |
| Atlantic Union Bankshares Corp | 15 | $1.21K | 0.00% | −15−50.0% | Reduced |
| Copia Wealth Management | 15 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $1.29K | 0.00% | +7+77.8% | Added |
| Retirement Wealth Solutions LLC | 21 | $1.70K | 0.00% | +21 | New |
| Wealthspire Advisors, LLC | 21 | $1.70K | 0.00% | +21 | New |
| Smallwood Wealth Investment Management, LLC | 25 | $2.02K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 27 | $2.18K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 27 | $2.18K | 0.00% | +27 | New |
| TD Private Client Wealth LLC | 29 | $2.34K | 0.00% | +9+45.0% | Added |
| Armstrong Advisory Group, Inc | 29 | $2.34K | 0.00% | +29 | New |
| Cornerstone Planning Group LLC | 112 | $2.48K | 0.00% | +48+75.0% | Added |
| Bare Financial Services, Inc | 36 | $2.91K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 45 | $3.63K | 0.00% | +45 | New |
| Stone House Investment Management, LLC | 50 | $4.04K | 0.00% | +50 | New |
| Blue Bell Private Wealth Management, LLC | 60 | $4.84K | 0.00% | −30−33.3% | Reduced |
| Bell Investment Advisors, Inc | 67 | $5.41K | 0.00% | −9−11.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 71 | $5.73K | 0.00% | +71 | New |
| Assetmark, Inc | 76 | $6.13K | 0.00% | +36+90.0% | Added |
| Strategic Wealth Partners, Ltd. | 88 | $7.10K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 100 | $8.07K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 100 | $8.07K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $8.07K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 100 | $8.63K | 0.01% | +100 | New |
| HighMark Wealth Management LLC | 114 | $9.16K | 0.00% | −57−33.3% | Reduced |
| Silicon Valley Capital Partners | 120 | $9.69K | 0.00% | +120 | New |
| SWAN Capital LLC | 121 | $9.77K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 125 | $10.1K | 0.00% | −1−0.8% | Reduced |
| GoalVest Advisory LLC | 127 | $10.3K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 127 | $10.3K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 128 | $10.3K | 0.00% | +128 | New |
| Principal Securities, Inc. | 146 | $11.8K | 0.00% | −2−1.4% | Reduced |
| Clearstead Advisors, LLC | 150 | $12.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 164 | $13.0K | 0.00% | −4−2.4% | Reduced |
| Bear Mountain Capital, Inc. | 158 | $14.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 181 | $14.6K | 0.00% | −22−10.8% | Reduced |
| Rothschild Investment LLC | 181 | $14.6K | 0.00% | +81+81.0% | Added |
| Blume Capital Management, Inc. | 200 | $16.1K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 200 | $16.1K | 0.01% | +100+100.0% | Added |
| Toth Financial Advisory Corp | 200 | $16.1K | 0.00% | +100+100.0% | Added |
| Covestor Ltd | 214 | $17.0K | 0.01% | +214 | New |
| Sound Income Strategies, LLC | 184 | $18.3K | 0.00% | −25−12.0% | Reduced |
| Truvestments Capital LLC | 231 | $18.6K | 0.00% | +165+250.0% | Added |
| Inlight Wealth Management, LLC | 260 | $21.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 271 | $21.9K | 0.00% | −1,170−81.2% | Reduced |
| Ronald Blue Trust, Inc. | 300 | $24.2K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 300 | $24.2K | 0.00% | +300 | New |
| Cranbrook Wealth Management, LLC | 306 | $24.7K | 0.00% | +306 | New |
| CoreCap Advisors, LLC | 316 | $25.5K | 0.00% | +22+7.5% | Added |
| JPL Wealth Management, LLC | 327 | $26.4K | 0.01% | +327 | New |
| Whittier Trust Co | 300 | $27.5K | 0.00% | +300 | New |
| Concord Wealth Partners | 342 | $27.6K | 0.00% | −66−16.2% | Reduced |
| GAMMA Investing LLC | 344 | $27.8K | 0.00% | +344 | New |
| Ancora Advisors, LLC | 389 | $31.4K | 0.00% | +49+14.4% | Added |
| Medallion Wealth Advisors, LLC | 393 | $31.7K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 476 | $38.0K | 0.00% | +476 | New |
| South State Corp. | 500 | $40.4K | 0.00% | −2−0.4% | Reduced |
| Daiwa Securities Group Inc. | 530 | $43.0K | 0.00% | −60−10.2% | Reduced |
| TSFG, LLC | 533 | $43.0K | 0.01% | +500+1,515.2% | Added |
| Cloud Capital Management, LLC | 549 | $44.0K | 0.02% | +549 | New |
| Capital Analysts, LLC | 555 | $45.0K | 0.00% | +139+33.4% | Added |
| Orion Capital Management LLC | 600 | $48.4K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 600 | $48.4K | 0.00% | +600 | New |
| Sunbelt Securities, Inc. | 650 | $52.5K | 0.00% | +650 | New |
| Northwestern Mutual Wealth Management Co | 653 | $52.7K | 0.00% | +256+64.5% | Added |
| EverSource Wealth Advisors, LLC | 709 | $57.2K | 0.00% | +18+2.6% | Added |
| Parkside Financial Bank & Trust | 731 | $59.0K | 0.00% | +731 | New |
| Global Retirement Partners, LLC | 733 | $59.2K | 0.00% | +167+29.5% | Added |
| CIBC Private Wealth Group, LLC | 734 | $59.2K | 0.00% | +5+0.7% | Added |
| Larson Financial Group LLC | 744 | $60.0K | 0.00% | −817−52.3% | Reduced |
| Allworth Financial LP | 798 | $64.4K | 0.00% | +339+73.9% | Added |
| Bartlett & Co. Wealth Management LLC | 800 | $64.6K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 825 | $66.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 850 | $68.6K | 0.00% | +650+325.0% | Added |
| Canton Hathaway, LLC | 866 | $70.0K | 0.01% | +866 | New |
| Signaturefd, LLC | 900 | $72.6K | 0.00% | −100−10.0% | Reduced |
| Creative Financial Designs Inc | 907 | $73.2K | 0.00% | +164+22.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 921 | $74.0K | 0.00% | +921 | New |
| Noble Wealth Management PBC | 1,000 | $80.7K | 0.04% | +1,000 | New |
| N.E.W. Advisory Services LLC | 1,050 | $84.7K | 0.01% | −59−5.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,055 | $85.1K | 0.01% | −245−18.8% | Reduced |
| Once Capital Management, LLC | 1,100 | $88.8K | 0.02% | +1,100 | New |