| Evolution Advisers, Inc. | 9 | $0 | 0.00% | +9 | New |
| Navigoe, LLC | 8 | $0 | 0.00% | +8 | New |
| Huntington National Bank | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $71 | 0.00% | +1 | New |
| Ameriflex Group, Inc. | 1 | $71 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $142 | 0.00% | −1−33.3% | Reduced |
| Tradewinds Capital Management, LLC | 2 | $142 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $212 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 3 | $213 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $213 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 3 | $213 | 0.00% | +3 | New |
| International Assets Investment Management, LLC | 5 | $353 | 0.00% | +3+150.0% | Added |
| Trust Co | 5 | $354 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 6 | $425 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 7 | $496 | 0.00% | +7 | New |
| Wealth Enhancement Trust Services, Inc. | 7 | $496 | 0.00% | +7 | New |
| Gilpin Wealth Management, LLC | 7 | $497 | 0.00% | +1+16.7% | Added |
| Manning & Napier Advisors LLC | 7 | $500 | 0.00% | −29−80.6% | Reduced |
| National Bank of Canada | 8 | $563 | 0.00% | +8 | New |
| Gill Capital Partners, LLC | 8 | $567 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 8 | $567 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $709 | 0.00% | −10−50.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 11 | $779 | 0.00% | +11 | New |
| Prestige Wealth Management Group LLC | 11 | $780 | 0.00% | +5+83.3% | Added |
| Rossby Financial, LCC | 12 | $850 | 0.00% | −3−20.0% | Reduced |
| 1620 Investment Advisors, Inc. | 12 | $850 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 15 | $1.06K | 0.00% | +6+66.7% | Added |
| Blue Bell Private Wealth Management, LLC | 16 | $1.13K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 16 | $1.13K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 17 | $1.21K | 0.00% | +1+6.3% | Added |
| Cullen/Frost Bankers, Inc. | 19 | $1.35K | 0.00% | −49−72.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 20 | $1.42K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 21 | $1.49K | 0.00% | +8+61.5% | Added |
| DiNuzzo Private Wealth, Inc. | 21 | $1.49K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 22 | $1.56K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 22 | $1.56K | 0.00% | +11+100.0% | Added |
| Brown, Lisle/Cummings, Inc. | 24 | $1.70K | 0.00% | +12+100.0% | Added |
| Salem Investment Counselors Inc | 25 | $1.77K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 26 | $1.84K | 0.00% | −8−23.5% | Reduced |
| SJS Investment Consulting Inc. | 26 | $1.84K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $2.20K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 35 | $2.48K | 0.00% | +35 | New |
| JPL Wealth Management, LLC | 36 | $2.55K | 0.00% | +6+20.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 39 | $2.76K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 40 | $2.83K | 0.00% | +40 | New |
| Whittier Trust Co | 42 | $2.91K | 0.00% | +42 | New |
| WPG Advisers, LLC | 44 | $3.12K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 46 | $3.26K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 48 | $3.44K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $3.54K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 52 | $3.69K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 53 | $3.76K | 0.00% | −91−63.2% | Reduced |
| Key Financial Inc | 57 | $4.04K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 65 | $4.61K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 71 | $4.82K | 0.00% | +71 | New |
| Massmutual Trust Co FSB | 70 | $4.96K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 71 | $5.03K | 0.00% | −11−13.4% | Reduced |
| WealthCollab, LLC | 88 | $6.24K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 88 | $6.24K | 0.00% | +87+8,700.0% | Added |
| Private Wealth Management Group, LLC | 89 | $6.31K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 96 | $6.80K | 0.00% | +11+12.9% | Added |
| Costello Asset Management, INC | 100 | $7.09K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 100 | $7.09K | 0.00% | +100 | New |
| TD Private Client Wealth LLC | 105 | $7.44K | 0.00% | +14+15.4% | Added |
| Bare Financial Services, Inc | 108 | $7.65K | 0.00% | +92+575.0% | Added |
| Cedar Mountain Advisors, LLC | 113 | $8.01K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 115 | $8.15K | 0.00% | +108+1,542.9% | Added |
| Continuum Advisory, LLC | 120 | $8.50K | 0.00% | +120 | New |
| JFS Wealth Advisors, LLC | 124 | $8.79K | 0.00% | +8+6.9% | Added |
| Acumen Wealth Advisors, LLC | 135 | $9.57K | 0.00% | −66−32.8% | Reduced |
| AdvisorNet Financial, Inc | 147 | $10.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 165 | $11.7K | 0.00% | +82+98.8% | Added |
| Measured Wealth Private Client Group, LLC | 191 | $13.5K | 0.00% | −1−0.5% | Reduced |
| Rothschild Investment LLC | 203 | $14.4K | 0.00% | +88+76.5% | Added |
| EverSource Wealth Advisors, LLC | 224 | $15.9K | 0.00% | +33+17.3% | Added |
| Clear Street Markets LLC | 225 | $15.9K | 0.00% | +225 | New |
| True Wealth Design, LLC | 231 | $16.4K | 0.00% | +1+0.4% | Added |
| Pinnacle Bancorp, Inc. | 266 | $18.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 260 | $19.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 288 | $20.4K | 0.01% | −34−10.6% | Reduced |
| Brown Brothers Harriman & Co | 290 | $20.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 290 | $20.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 299 | $21.2K | 0.00% | +13+4.5% | Added |
| Nomura Asset Management Co Ltd | 300 | $21.3K | 0.00% | −320−51.6% | Reduced |
| Hantz Financial Services, Inc. | 339 | $24.0K | 0.00% | +127+59.9% | Added |
| Silvant Capital Management LLC | 340 | $24.1K | 0.00% | +340 | New |
| Harbor Capital Advisors, Inc. | 374 | $27.0K | 0.00% | −16−4.1% | Reduced |
| Advisors Asset Management, Inc. | 433 | $30.7K | 0.00% | +433 | New |
| Allworth Financial LP | 439 | $31.1K | 0.00% | +286+186.9% | Added |
| Kilter Group LLC | 495 | $35.1K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 501 | $35.5K | 0.00% | +445+794.6% | Added |
| Richardson Financial Services Inc. | 504 | $35.7K | 0.02% | +164+48.2% | Added |
| GWM Advisors LLC | 531 | $37.6K | 0.00% | +247+87.0% | Added |
| Salomon & Ludwin, LLC | 569 | $40.2K | 0.00% | −121−17.5% | Reduced |
| Eurizon Capital SGR S.p.A. | 578 | $41.3K | 0.00% | −141−19.6% | Reduced |
| Versant Capital Management, Inc | 600 | $42.5K | 0.00% | −6−1.0% | Reduced |
| New England Capital Financial Advisors LLC | 600 | $42.5K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 633 | $44.9K | 0.00% | +557+732.9% | Added |