| Dunhill Financial, LLC | 0 | $20 | 0.00% | 0 | Unchanged |
| Hughes Financial Services, LLC | 1 | $951 | 0.00% | −1−50.0% | Reduced |
| Avion Wealth | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1 | $1.00K | 0.00% | +1 | New |
| Onefund, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 1 | $1.06K | 0.00% | −4−80.0% | Reduced |
| Sierra Ocean, LLC | 1 | $1.06K | 0.00% | −3−75.0% | Reduced |
| Activest Wealth Management | 1 | $1.06K | 0.00% | −2−66.7% | Reduced |
| Private Trust Co NA | 1 | $1.06K | 0.00% | +1 | New |
| South State Corp. | 1 | $1.06K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1 | $1.06K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $1.06K | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $1.06K | 0.00% | +1 | New |
| Creative Financial Designs Inc | 1 | $1.06K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $2.11K | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 2 | $2.11K | 0.00% | −2−50.0% | Reduced |
| Abound Wealth Management | 2 | $2.11K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $2.11K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $2.11K | 0.00% | +1+100.0% | Added |
| Evermay Wealth Management LLC | 2 | $2.11K | 0.00% | +2 | New |
| Tortoise Investment Management, LLC | 2 | $2.11K | 0.00% | +2 | New |
| Decker Retirement Planning Inc. | 3 | $3.17K | 0.00% | −2,057−99.9% | Reduced |
| Toth Financial Advisory Corp | 3 | $3.17K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $3.17K | 0.00% | +1+50.0% | Added |
| Ameritas Advisory Services, LLC | 3 | $3.18K | 0.00% | +3 | New |
| Hazlett, Burt & Watson, Inc. | 4 | $4.00K | 0.00% | +4 | New |
| Boreal Capital Management LLC | 4 | $4.22K | 0.00% | +4 | New |
| Anfield Capital Management, LLC | 4 | $4.23K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $4.23K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 4 | $4.23K | 0.00% | +1+33.3% | Added |
| Howard Hughes Medical Institute | 4 | $4.23K | 0.00% | +4 | New |
| Ossiam | 4 | $4.23K | 0.00% | +4 | New |
| Parkside Financial Bank & Trust | 4 | $4.23K | 0.00% | −3−42.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 5 | $4.84K | 0.00% | +5 | New |
| Godsey & Gibb Associates | 5 | $5.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $5.28K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $5.28K | 0.00% | +2+66.7% | Added |
| TFC Financial Management | 5 | $5.28K | 0.00% | +3+150.0% | Added |
| ORG Partners LLC | 5 | $5.34K | 0.00% | +5 | New |
| Twin Peaks Wealth Advisors, LLC | 7 | $6.00K | 0.00% | +7 | New |
| High Note Wealth, LLC | 6 | $6.34K | 0.00% | −2−25.0% | Reduced |
| Leonteq Securities AG | 6 | $6.34K | 0.00% | +6 | New |
| Fortitude Family Office, LLC | 6 | $6.34K | 0.00% | +6 | New |
| Global X Japan Co., Ltd. | 6 | $6.34K | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 6 | $6.34K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 6 | $6.34K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 8 | $8.45K | 0.00% | +1+14.3% | Added |
| Stone House Investment Management, LLC | 8 | $8.45K | 0.00% | +8 | New |
| True Wealth Design, LLC | 8 | $8.45K | 0.00% | −1−11.1% | Reduced |
| Accordant Advisory Group Inc | 9 | $9.51K | 0.01% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 9 | $9.51K | 0.01% | +1+12.5% | Added |
| Winnow Wealth LLC | 9 | $9.51K | 0.01% | +9 | New |
| Smartleaf Asset Management LLC | 10 | $10.6K | 0.00% | −9−47.4% | Reduced |
| Anchor Investment Management, LLC | 10 | $10.6K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 10 | $10.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $10.6K | 0.00% | +1+11.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 8 | $11.1K | 0.00% | +8 | New |
| Farmers & Merchants Investments Inc | 11 | $11.6K | 0.00% | −4−26.7% | Reduced |
| JFS Wealth Advisors, LLC | 11 | $11.6K | 0.00% | −2−15.4% | Reduced |
| Capital Advisors, Ltd. LLC | 11 | $12.0K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $12.7K | 0.01% | −1−7.7% | Reduced |
| Bryn Mawr Trust Co | 12 | $12.7K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 12 | $12.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 13 | $13.7K | 0.01% | −1−7.1% | Reduced |
| Clear Street Markets LLC | 13 | $13.7K | 0.00% | +13 | New |
| SRS Capital Advisors, Inc. | 13 | $13.7K | 0.00% | −5−27.8% | Reduced |
| Armstrong Advisory Group, Inc | 13 | $13.7K | 0.00% | +13 | New |
| Ridgewood Investments LLC | 15 | $15.8K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 15 | $15.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $16.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 16 | $16.9K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 16 | $17.0K | 0.00% | −510−97.0% | Reduced |
| Legacy Bridge, LLC | 17 | $18.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 17 | $18.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 17 | $18.0K | 0.00% | +17 | New |
| LRI Investments, LLC | 18 | $19.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 18 | $19.0K | 0.00% | +10+125.0% | Added |
| Medallion Wealth Advisors, LLC | 18 | $19.2K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 19 | $20.1K | 0.01% | −2−9.5% | Reduced |
| Contravisory Investment Management, Inc. | 20 | $21.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 21 | $22.0K | 0.00% | +1+5.0% | Added |
| Rakuten Securities, Inc. | 21 | $22.2K | 0.01% | +9+75.0% | Added |
| Massmutual Trust Co FSB | 22 | $23.2K | 0.00% | −11−33.3% | Reduced |
| TD Private Client Wealth LLC | 22 | $23.2K | 0.00% | +17+340.0% | Added |
| Mount Yale Investment Advisors, LLC | 23 | $24.3K | 0.00% | +23 | New |
| Essential Partners LLC | 23 | $24.3K | 0.01% | +23 | New |
| Versant Capital Management, Inc | 24 | $25.4K | 0.00% | −23−48.9% | Reduced |
| GW&K Investment Management, LLC | 25 | $26.0K | 0.00% | −2−7.4% | Reduced |
| IMA Wealth, Inc. | 27 | $28.5K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 29 | $30.6K | 0.00% | −34−54.0% | Reduced |
| Allworth Financial LP | 29 | $30.6K | 0.00% | +2+7.4% | Added |
| Tobam | 29 | $31.0K | 0.01% | −616−95.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 30 | $31.7K | 0.02% | −73−70.9% | Reduced |
| Zions Bancorporation, National Association | 30 | $31.7K | 0.00% | +9+42.9% | Added |
| Principal Securities, Inc. | 33 | $34.9K | 0.00% | +32+3,200.0% | Added |
| Aster Capital Management (DIFC) Ltd | 35 | $37.0K | 0.01% | +35 | New |
| Bessemer Group Inc | 40 | $42.0K | 0.00% | −65−61.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 51 | $53.9K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 52 | $54.9K | 0.00% | +51+5,100.0% | Added |
| Assetmark, Inc | 52 | $54.9K | 0.00% | +13+33.3% | Added |