| Hughes Financial Services, LLC | 1 | $19 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $20 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2 | $39 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $70 | 0.00% | +4 | New |
| Beaird Harris Wealth Management, LLC | 4 | $76 | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 5 | $97 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $98 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 7 | $136 | 0.00% | −12−63.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 7 | $136 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $175 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $175 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 11 | $214 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 12 | $233 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 13 | $251 | 0.00% | +2+18.2% | Added |
| Gilpin Wealth Management, LLC | 16 | $311 | 0.00% | +16 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 17 | $330 | 0.00% | −26,483−99.9% | Reduced |
| TD Capital Management LLC | 17 | $330 | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $389 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $446 | 0.00% | −9−28.1% | Reduced |
| WPG Advisers, LLC | 25 | $485 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 26 | $508 | 0.00% | +3+13.0% | Added |
| TD Private Client Wealth LLC | 28 | $543 | 0.00% | −2,558−98.9% | Reduced |
| Spire Wealth Management | 28 | $543 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 29 | $562 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 29 | $566 | 0.00% | +29 | New |
| MV Capital Management, Inc. | 30 | $583 | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 36 | $699 | 0.00% | +36 | New |
| Geneos Wealth Management Inc. | 39 | $757 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $782 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 47 | $912 | 0.00% | +47 | New |
| CDKV Holdings LLC | 49 | $952 | 0.00% | +49 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 52 | $1.01K | 0.00% | +52 | New |
| JFS Wealth Advisors, LLC | 65 | $1.26K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 75 | $1.46K | 0.00% | +75 | New |
| Ares Financial Consulting, LLC | 78 | $1.51K | 0.00% | +78 | New |
| Camelot Portfolios, LLC | 80 | $1.55K | 0.00% | +80 | New |
| Darwin Advisors, LLC | 83 | $1.61K | 0.00% | +1+1.2% | Added |
| Farmers & Merchants Investments Inc | 85 | $1.65K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 87 | $1.69K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 351 | $2.00K | 0.00% | −169−32.5% | Reduced |
| Kilter Group LLC | 103 | $2.00K | 0.00% | +23+28.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 109 | $2.12K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 160 | $3.11K | 0.00% | +160 | New |
| Financial Perspectives, Inc | 200 | $3.88K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 200 | $3.88K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 219 | $4.25K | 0.00% | +219 | New |
| Strategic Advocates LLC | 222 | $4.31K | 0.00% | +2+0.9% | Added |
| Whittier Trust Co | 234 | $4.52K | 0.00% | −200−46.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 234 | $4.54K | 0.00% | +11+4.9% | Added |
| High Note Wealth, LLC | 239 | $4.64K | 0.00% | −21−8.1% | Reduced |
| Legacy Wealth Managment, LLC | 241 | $4.68K | 0.00% | +197+447.7% | Added |
| Sound Income Strategies, LLC | 271 | $5.10K | 0.00% | +271 | New |
| Root Financial Partners, LLC | 277 | $5.38K | 0.00% | −1−0.4% | Reduced |
| SRS Capital Advisors, Inc. | 296 | $5.75K | 0.00% | −126−29.9% | Reduced |
| Smithfield Trust Co | 310 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 314 | $6.10K | 0.00% | −18−5.4% | Reduced |
| Quadrant Capital Group LLC | 321 | $6.23K | 0.00% | +33+11.5% | Added |
| WealthCollab, LLC | 327 | $6.35K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 337 | $6.54K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 384 | $7.45K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 397 | $7.71K | 0.00% | +78+24.5% | Added |
| Allworth Financial LP | 399 | $7.75K | 0.00% | +35+9.6% | Added |
| Steward Partners Investment Advisory, LLC | 402 | $7.80K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 430 | $8.35K | 0.00% | +430 | New |
| Covestor Ltd | 490 | $10.0K | 0.01% | −6,809−93.3% | Reduced |
| Larson Financial Group LLC | 526 | $10.2K | 0.00% | +51+10.7% | Added |
| Rockefeller Capital Management L.P. | 536 | $10.4K | 0.00% | −69−11.4% | Reduced |
| Los Angeles Capital Management LLC | 538 | $10.6K | 0.00% | +538 | New |
| Torren Management, LLC | 602 | $11.7K | 0.01% | +602 | New |
| CIBC Private Wealth Group, LLC | 659 | $12.8K | 0.00% | −2,324−77.9% | Reduced |
| Bell Investment Advisors, Inc | 661 | $12.8K | 0.00% | +128+24.0% | Added |
| Global Retirement Partners, LLC | 678 | $13.2K | 0.00% | +546+413.6% | Added |
| Versant Capital Management, Inc | 695 | $13.5K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 700 | $13.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 700 | $13.6K | 0.00% | +700 | New |
| Federated Hermes, Inc. | 750 | $14.6K | 0.00% | −1,102−59.5% | Reduced |
| Umb Bank N A | 817 | $15.9K | 0.00% | +271+49.6% | Added |
| GWM Advisors LLC | 847 | $16.4K | 0.00% | +3+0.4% | Added |
| Measured Wealth Private Client Group, LLC | 861 | $16.7K | 0.00% | −1,636−65.5% | Reduced |
| Hantz Financial Services, Inc. | 898 | $17.0K | 0.00% | +583+185.1% | Added |
| Ancora Advisors, LLC | 1,000 | $19.4K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,021 | $19.8K | 0.00% | +1,021 | New |
| Bessemer Group Inc | 1,078 | $21.0K | 0.00% | −8,106−88.3% | Reduced |
| Salomon & Ludwin, LLC | 1,158 | $22.4K | 0.00% | +523+82.4% | Added |
| IFP Advisors, Inc | 1,199 | $23.3K | 0.00% | +1+0.1% | Added |
| Jones Financial Companies LLLP | 1,222 | $23.7K | 0.00% | +139+12.8% | Added |
| St Germain D J Co Inc | 1,302 | $25.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,367 | $26.5K | 0.00% | −63−4.4% | Reduced |
| Financial Consulate, Inc | 1,434 | $27.8K | 0.00% | −15−1.0% | Reduced |
| Farther Finance Advisors, LLC | 1,548 | $30.0K | 0.00% | −459−22.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,888 | $36.6K | 0.00% | −4,722−71.4% | Reduced |
| Advisor Group Holdings, Inc. | 2,186 | $42.4K | 0.00% | −12,315−84.9% | Reduced |
| EverSource Wealth Advisors, LLC | 2,293 | $44.5K | 0.00% | −2,187−48.8% | Reduced |
| Massmutual Trust Co FSB | 2,688 | $52.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,741 | $53.2K | 0.01% | +2,741 | New |
| Bayforest Capital Ltd | 2,746 | $53.3K | 0.04% | +2,746 | New |
| GAMMA Investing LLC | 2,995 | $58.1K | 0.00% | +371+14.1% | Added |
| SageView Advisory Group, LLC | 3,000 | $58.2K | 0.00% | +3,000 | New |
| Nomura Asset Management Co Ltd | 3,200 | $62.1K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,317 | $64.0K | 0.00% | +1,062+47.1% | Added |