| Avion Wealth | 6 | $0 | 0.00% | −4−40.0% | Reduced |
| TFC Financial Management | 1 | $88 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $88 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 2 | $176 | 0.00% | −5−71.4% | Reduced |
| Quaker Wealth Management, LLC | 2 | $176 | 0.00% | +2 | New |
| LGT Financial Advisors LLC | 3 | $264 | 0.00% | +3 | New |
| ORG Partners LLC | 3 | $264 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 4 | $352 | 0.00% | −1−20.0% | Reduced |
| Asset Dedication, LLC | 4 | $352 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $440 | 0.00% | +5 | Added |
| Rialto Wealth Management, LLC | 6 | $528 | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 7 | $616 | 0.00% | +3+75.0% | Added |
| HFM Investment Advisors, LLC | 7 | $616 | 0.00% | +3+75.0% | Added |
| Stephens Consulting, LLC | 7 | $616 | 0.00% | +7 | New |
| American Capital Advisory, LLC | 7 | $616 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 8 | $704 | 0.00% | +3+60.0% | Added |
| Activest Wealth Management | 8 | $704 | 0.00% | +6+300.0% | Added |
| Aventura Private Wealth, LLC | 10 | $880 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 10 | $880 | 0.00% | +6+150.0% | Added |
| Private Wealth Management Group, LLC | 11 | $968 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $968 | 0.00% | +1+10.0% | Added |
| Hantz Financial Services, Inc. | 8 | $1.00K | 0.00% | +5+166.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 12 | $1.05K | 0.00% | +12 | New |
| WPG Advisers, LLC | 13 | $1.14K | 0.00% | +8+160.0% | Added |
| South State Corp. | 14 | $1.23K | 0.00% | −24−63.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 14 | $1.23K | 0.00% | +9+180.0% | Added |
| SBI Securities Co., Ltd. | 15 | $1.32K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.50K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $1.76K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $1.85K | 0.00% | −2−8.7% | Reduced |
| Capital Advisors, Ltd. LLC | 28 | $2.00K | 0.00% | −10−26.3% | Reduced |
| Montag A & Associates Inc | 23 | $2.00K | 0.00% | +23 | New |
| Tortoise Investment Management, LLC | 23 | $2.02K | 0.00% | +9+64.3% | Added |
| Riggs Asset Managment Co. Inc. | 23 | $2.02K | 0.00% | +23 | New |
| Maseco LLP | 24 | $2.11K | 0.00% | +24 | New |
| Atlantic Trust, LLC | 25 | $2.20K | 0.00% | +13+108.3% | Added |
| Essential Partners LLC | 31 | $2.73K | 0.00% | +31 | New |
| Rothschild Investment LLC | 32 | $2.82K | 0.00% | +22+220.0% | Added |
| Cromwell Holdings LLC | 32 | $2.82K | 0.00% | +22+220.0% | Added |
| Manchester Capital Management LLC | 33 | $2.90K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 33 | $2.90K | 0.00% | +3+10.0% | Added |
| Meeder Asset Management Inc | 35 | $3.08K | 0.00% | −71−67.0% | Reduced |
| Fortitude Family Office, LLC | 38 | $3.34K | 0.00% | +38 | New |
| Tidemark, LLC | 43 | $3.78K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 44 | $3.87K | 0.00% | +33+300.0% | Added |
| Sierra Ocean, LLC | 46 | $4.05K | 0.00% | +42+1,050.0% | Added |
| Bruce G. Allen Investments, LLC | 47 | $4.14K | 0.00% | −2−4.1% | Reduced |
| Bell Investment Advisors, Inc | 49 | $4.31K | 0.00% | +7+16.7% | Added |
| Parkside Financial Bank & Trust | 52 | $4.58K | 0.00% | +8+18.2% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 53 | $4.66K | 0.00% | +53 | New |
| Cape Investment Advisory, Inc. | 56 | $4.93K | 0.00% | −1−1.8% | Reduced |
| JFS Wealth Advisors, LLC | 58 | $5.10K | 0.00% | −13−18.3% | Reduced |
| N.E.W. Advisory Services LLC | 65 | $5.72K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 66 | $5.81K | 0.00% | +5+8.2% | Added |
| Harvest Fund Management Co., Ltd | 71 | $6.00K | 0.00% | −110−60.8% | Reduced |
| Federated Hermes, Inc. | 77 | $6.78K | 0.00% | −501−86.7% | Reduced |
| Whittier Trust Co | 81 | $7.13K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 86 | $7.57K | 0.00% | −8−8.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 96 | $8.45K | 0.00% | +96 | New |
| Evelyn Partners Investment Management LLP | 98 | $8.62K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 99 | $8.71K | 0.01% | +99 | New |
| Red Tortoise LLC | 102 | $8.98K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 102 | $9.20K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 116 | $10.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 121 | $10.6K | 0.00% | −32−20.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 138 | $12.1K | 0.00% | −47−25.4% | Reduced |
| Hemington Wealth Management | 148 | $13.0K | 0.00% | +7+5.0% | Added |
| Clearstead Advisors, LLC | 173 | $15.2K | 0.00% | +13+8.1% | Added |
| Ridgewood Investments LLC | 185 | $16.3K | 0.01% | −389−67.8% | Reduced |
| Centerpoint Advisors, LLC | 190 | $17.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $17.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 206 | $18.1K | 0.00% | −979−82.6% | Reduced |
| IFP Advisors, Inc | 185 | $18.4K | 0.00% | −201−52.1% | Reduced |
| Global X Japan Co., Ltd. | 220 | $19.4K | 0.00% | −91−29.3% | Reduced |
| Geneos Wealth Management Inc. | 234 | $20.6K | 0.00% | −78−25.0% | Reduced |
| West Oak Capital, LLC | 250 | $22.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 253 | $22.3K | 0.00% | −36−12.5% | Reduced |
| Cornerstone Planning Group LLC | 250 | $22.8K | 0.00% | −40−13.8% | Reduced |
| Vega Investment Solutions | 291 | $25.6K | 0.01% | −336−53.6% | Reduced |
| Opal Wealth Advisors, LLC | 302 | $26.6K | 0.01% | −1,233−80.3% | Reduced |
| Smartleaf Asset Management LLC | 308 | $26.9K | 0.00% | −349−53.1% | Reduced |
| Generali Asset Management SPA SGR | 341 | $30.0K | 0.00% | +341 | New |
| Massmutual Trust Co FSB | 349 | $30.7K | 0.00% | +199+132.7% | Added |
| SJS Investment Consulting Inc. | 362 | $31.9K | 0.01% | −4−1.1% | Reduced |
| Fifth Third Bancorp | 385 | $33.9K | 0.00% | −38−9.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 387 | $34.1K | 0.00% | +387 | New |
| MAI Capital Management | 403 | $35.5K | 0.00% | +310+333.3% | Added |
| S-Bank Fund Management Ltd | 406 | $35.7K | 0.01% | −125−23.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 413 | $36.3K | 0.00% | +310+301.0% | Added |
| UMA Financial Services, Inc. | 436 | $38.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 492 | $43.3K | 0.00% | +19+4.0% | Added |
| Skopos Labs, Inc. | 496 | $43.6K | 0.01% | +215+76.5% | Added |
| Osterweis Capital Management Inc | 508 | $44.7K | 0.00% | +508 | New |
| Retirement Wealth Solutions LLC | 510 | $44.9K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 528 | $46.5K | 0.00% | +197+59.5% | Added |
| Global Retirement Partners, LLC | 535 | $47.1K | 0.00% | +535 | New |
| Private Trust Co NA | 541 | $47.6K | 0.00% | −12−2.2% | Reduced |
| SRS Capital Advisors, Inc. | 591 | $52.0K | 0.00% | +101+20.6% | Added |
| Covestor Ltd | 608 | $54.0K | 0.03% | +471+343.8% | Added |
| First Horizon Advisors, Inc. | 616 | $54.2K | 0.00% | +109+21.5% | Added |
