| AdvisorNet Financial, Inc | 1 | $142 | 0.00% | −7−87.5% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $142 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $143 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2 | $284 | 0.00% | +2 | New |
| Semmax Financial Advisors Inc. | 2 | $371 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $426 | 0.00% | −1−25.0% | Reduced |
| Larson Financial Group LLC | 3 | $426 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $426 | 0.00% | +3 | New |
| Riggs Asset Managment Co. Inc. | 3 | $431 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 4 | $568 | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 5 | $711 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 6 | $853 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $853 | 0.00% | +2+50.0% | Added |
| TD Capital Management LLC | 6 | $867 | 0.00% | +6 | Added |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $1.14K | 0.00% | −3−27.3% | Reduced |
| Caitlin John, LLC | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 8 | $1.14K | 0.00% | +8 | New |
| Hexagon Capital Partners LLC | 9 | $1.28K | 0.00% | +9 | New |
| Golden State Wealth Management, LLC | 10 | $1.42K | 0.00% | +10 | New |
| Synergy Investment Management, LLC | 10 | $1.42K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $1.42K | 0.00% | +1+11.1% | Added |
| Sandy Spring Bank | 10 | $1.42K | 0.00% | +10 | New |
| Legacy Investment Solutions, LLC | 9 | $1.50K | 0.00% | +5+125.0% | Added |
| Legacy Wealth Managment, LLC | 9 | $1.50K | 0.00% | +5+125.0% | Added |
| Mascoma Wealth Management LLC | 12 | $1.71K | 0.00% | +12 | New |
| Private Wealth Management Group, LLC | 12 | $1.71K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 17 | $2.00K | 0.00% | +17 | New |
| CoreCap Advisors, LLC | 17 | $2.42K | 0.00% | +17 | New |
| Tucker Asset Management LLC | 19 | $2.70K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 18 | $2.76K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $2.84K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $2.84K | 0.00% | +20 | New |
| Householder Group Estate & Retirement Specialist, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 25 | $3.00K | 0.00% | +25 | New |
| Caldwell Sutter Capital, Inc. | 25 | $3.55K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 25 | $3.55K | 0.00% | +25 | New |
| Hoey Investments, Inc | 26 | $3.69K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 27 | $3.81K | 0.00% | +27 | New |
| Global Retirement Partners, LLC | 27 | $3.84K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 32 | $4.00K | 0.00% | +14+77.8% | Added |
| Whittier Trust Co | 30 | $4.26K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $4.55K | 0.00% | +7+28.0% | Added |
| High Note Wealth, LLC | 32 | $4.55K | 0.00% | +32 | New |
| St Germain D J Co Inc | 35 | $4.97K | 0.00% | +35 | New |
| Wolff Wiese Magana LLC | 36 | $5.12K | 0.00% | −62−63.3% | Reduced |
| SRS Capital Advisors, Inc. | 39 | $5.54K | 0.00% | +7+21.9% | Added |
| Trust Co of Vermont | 40 | $5.68K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 46 | $6.54K | 0.00% | +2+4.5% | Added |
| Private Trust Co NA | 46 | $6.54K | 0.00% | +11+31.4% | Added |
| National Bank of Canada | 46 | $6.54K | 0.00% | +46 | New |
| Coppell Advisory Solutions LLC | 48 | $6.88K | 0.00% | +45+1,500.0% | Added |
| Jones Financial Companies LLLP | 52 | $7.39K | 0.00% | −705−93.1% | Reduced |
| Whipplewood Advisors, LLC | 52 | $7.39K | 0.00% | +52 | New |
| CIBC Private Wealth Group, LLC | 64 | $9.11K | 0.00% | +44+220.0% | Added |
| WR Wealth Planners, LLC | 66 | $9.35K | 0.00% | −155−70.1% | Reduced |
| Colonial Trust Co | 66 | $9.38K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 68 | $9.66K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 70 | $9.95K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 73 | $10.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 74 | $10.5K | 0.00% | +4+5.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 80 | $11.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 94 | $13.4K | 0.00% | +5+5.6% | Added |
| Danske Bank A/S | 100 | $14.2K | 0.00% | −800−88.9% | Reduced |
| Washington Trust Advisors, Inc. | 100 | $14.2K | 0.00% | −71−41.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 104 | $14.8K | 0.01% | +104 | New |
| Hanson & Doremus Investment Management | 107 | $15.0K | 0.00% | +107 | New |
| Key Financial Inc | 120 | $17.1K | 0.00% | −86−41.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 121 | $17.2K | 0.01% | +121 | New |
| Bernard Wealth Management Corp. | 128 | $18.2K | 0.01% | +128 | New |
| Whittier Trust Co of Nevada Inc | 131 | $18.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 142 | $20.2K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 144 | $20.5K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 147 | $20.9K | 0.00% | −26−15.0% | Reduced |
| New Wave Wealth Advisors LLC | 150 | $21.3K | 0.01% | +150 | New |
| Mather Group, LLC. | 169 | $24.0K | 0.00% | +120+244.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 176 | $25.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 178 | $25.5K | 0.00% | +151+559.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 182 | $25.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 195 | $27.7K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $28.4K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 224 | $31.8K | 0.00% | +224 | New |
| Parkside Financial Bank & Trust | 227 | $32.3K | 0.00% | +28+14.1% | Added |
| Game Plan Financial Advisors, LLC | 245 | $35.1K | 0.02% | +155+172.2% | Added |
| Financial Gravity Companies, Inc. | 249 | $35.4K | 0.01% | +249 | New |
| Atticus Wealth Management, LLC | 261 | $37.1K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 264 | $37.5K | 0.00% | +264 | New |
| Umb Bank N A | 273 | $38.8K | 0.00% | +115+72.8% | Added |
| Headlands Technologies LLC | 276 | $39.2K | 0.00% | −1,673−85.8% | Reduced |
| First Horizon Advisors, Inc. | 278 | $39.5K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 284 | $40.4K | 0.00% | +11+4.0% | Added |
| Granite FO LLC | 293 | $41.6K | 0.02% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 307 | $43.7K | 0.00% | +307 | New |
| Strengthening Families & Communities, LLC | 310 | $44.0K | 0.02% | 00.0% | Unchanged |
| Amundi | 310 | $44.1K | 0.00% | +2+0.6% | Added |
| TD Private Client Wealth LLC | 325 | $46.2K | 0.00% | +151+86.8% | Added |
| Skopos Labs, Inc. | 360 | $51.2K | 0.02% | +245+213.0% | Added |
| Spire Wealth Management | 379 | $53.9K | 0.00% | +379 | New |
| GWM Advisors LLC | 382 | $54.3K | 0.00% | +11+3.0% | Added |