| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Altshuler Shaham Ltd | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1 | $335 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $335 | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $335 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 1 | $335 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $568 | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $653 | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 2 | $669 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $670 | 0.00% | +2 | New |
| Coston, McIsaac & Partners | 4 | $1.00K | 0.00% | −1−20.0% | Reduced |
| DB Fitzpatrick & Co, Inc | 3 | $1.00K | 0.00% | −3−50.0% | Reduced |
| Proathlete Wealth Management LLC | 3 | $1.00K | 0.00% | +3 | New |
| Raelipskie Partnership | 3 | $1.00K | 0.00% | +3 | New |
| Clark Wealth Partners | 3 | $1.00K | 0.00% | −81−96.4% | Reduced |
| DecisionPoint Financial, LLC | 4 | $1.25K | 0.00% | +4 | New |
| Financial Network Wealth Advisors LLC | 4 | $1.34K | 0.00% | +1+33.3% | Added |
| Chelsea Counsel Co | 4 | $1.34K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 4 | $1.34K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 4 | $1.34K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 4 | $1.34K | 0.00% | +4 | New |
| SWAN Capital LLC | 5 | $1.67K | 0.00% | −4−44.4% | Reduced |
| Caitlin John, LLC | 5 | $1.67K | 0.00% | −2−28.6% | Reduced |
| Security National Bank of Sioux City Iowa | 5 | $1.67K | 0.00% | +5 | New |
| Game Plan Financial Advisors, LLC | 5 | $1.67K | 0.00% | +5 | New |
| BFSG, LLC | 5 | $1.68K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $1.68K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $1.68K | 0.00% | +1+25.0% | Added |
| Navigoe, LLC | 8 | $2.00K | 0.00% | +8 | New |
| JNBA Financial Advisors | 6 | $2.01K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 6 | $2.01K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 6 | $2.06K | 0.00% | −1−14.3% | Reduced |
| BankPlus Trust Department | 7 | $2.34K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $2.34K | 0.00% | +7 | New |
| Downshift Financial, LLC | 7 | $2.34K | 0.00% | +7 | New |
| POM Investment Strategies, LLC | 8 | $2.68K | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 8 | $2.68K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $2.99K | 0.00% | −43−82.7% | Reduced |
| Ogorek Anthony Joseph | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 9 | $3.00K | 0.00% | +9 | New |
| Tounjian Advisory Partners, LLC | 9 | $3.01K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $3.35K | 0.00% | −54,150−100.0% | Reduced |
| NBT Bank N A | 10 | $3.35K | 0.00% | −20−66.7% | Reduced |
| 1620 Investment Advisors, Inc. | 10 | $3.35K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 10 | $3.35K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 10 | $3.35K | 0.00% | +10 | New |
| William B. Walkup & Associates, Inc. | 10 | $3.35K | 0.00% | +10 | New |
| McMillan Office, Inc. | 10 | $3.35K | 0.00% | +10 | New |
| Ravenstone Capital Management Inc. | 12 | $4.02K | 0.00% | −148−92.5% | Reduced |
| Davis Capital Management | 12 | $4.02K | 0.00% | +7+140.0% | Added |
| Prosperity Bancshares Inc | 12 | $4.02K | 0.00% | +12 | New |
| Field & Main Bank | 12 | $4.02K | 0.00% | +12 | New |
| Decker Retirement Planning Inc. | 12 | $4.02K | 0.00% | +12 | New |
| Colonial Trust Co | 13 | $4.23K | 0.00% | +5+62.5% | Added |
| RMG Wealth Management LLC | 15 | $4.33K | 0.00% | −41−73.2% | Reduced |
| Mascoma Wealth Management LLC | 13 | $4.35K | 0.00% | +9+225.0% | Added |
| NBH Bank | 13 | $4.35K | 0.00% | +13 | New |
| Cedar Mountain Advisors, LLC | 14 | $4.69K | 0.00% | +2+16.7% | Added |
| Bare Financial Services, Inc | 16 | $5.36K | 0.00% | +2+14.3% | Added |
| Copia Wealth Management | 17 | $5.69K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 18 | $6.03K | 0.00% | +2+12.5% | Added |
| Asset Dedication, LLC | 18 | $6.03K | 0.00% | +18 | New |
| Allied Private Wealth LLC | 20 | $6.36K | 0.00% | +20 | New |
| GHP Investment Advisors, Inc. | 19 | $6.36K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 19 | $6.36K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $7.03K | 0.00% | +9+75.0% | Added |
| Lodestone Wealth Management LLC | 22 | $7.37K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 22 | $7.37K | 0.00% | +22 | New |
| Westend Capital Management, LLC | 22 | $7.37K | 0.00% | +22 | New |
| Gordian Capital Singapore Pte Ltd | 22 | $7.37K | 0.01% | +22 | New |
| HFM Investment Advisors, LLC | 22 | $7.37K | 0.00% | +10+83.3% | Added |
| Medallion Wealth Advisors, LLC | 22 | $7.37K | 0.00% | +7+46.7% | Added |
| IMG Wealth Management, Inc. | 23 | $7.70K | 0.00% | +20+666.7% | Added |
| WealthCollab, LLC | 24 | $8.04K | 0.00% | +15+166.7% | Added |
| Aspect Partners, LLC | 25 | $8.37K | 0.00% | −12−32.4% | Reduced |
| Wiser Advisor Group LLC | 25 | $8.37K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 25 | $8.39K | 0.02% | −4,471−99.4% | Reduced |
| Marshall Investment Management, LLC | 26 | $8.71K | 0.00% | +2+8.3% | Added |
| Whipplewood Advisors, LLC | 27 | $9.04K | 0.01% | −277−91.1% | Reduced |
| Principia Wealth Advisory, LLC | 27 | $9.04K | 0.00% | +2+8.0% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 28 | $9.38K | 0.00% | +28 | New |
| Planning Strategies Inc. | 28 | $9.38K | 0.01% | +28 | New |
| Cordant, Inc. | 29 | $9.55K | 0.00% | +29 | New |
| Plante Moran Financial Advisors, LLC | 29 | $9.71K | 0.00% | +29 | New |
| ZRC Wealth Management, LLC | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 32 | $10.7K | 0.00% | +32 | New |
| DiNuzzo Private Wealth, Inc. | 34 | $11.4K | 0.00% | +2+6.3% | Added |
| High Note Wealth, LLC | 35 | $11.7K | 0.00% | −7−16.7% | Reduced |
| Fourth Dimension Wealth, LLC | 35 | $11.7K | 0.00% | +5+16.7% | Added |
| Vanguard National Trust Co | 35 | $11.7K | 0.00% | +35 | New |
| Bullock Wealth Management Group | 40 | $12.5K | 0.01% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 38 | $13.0K | 0.00% | 00.0% | Unchanged |
| Premier Financial Group | 39 | $13.1K | 0.00% | +39 | New |
| Coastline Trust Co | 40 | $13.4K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 40 | $13.4K | 0.01% | +40 | New |
| MJT & Associates Financial Advisory Group, Inc. | 41 | $13.4K | 0.01% | −16−28.1% | Reduced |
| Westfuller Advisors, LLC | 40 | $13.4K | 0.00% | +6+17.6% | Added |
| Triumph Capital Management | 42 | $14.1K | 0.00% | +1+2.4% | Added |
| Gleason Group, Inc. | 42 | $14.1K | 0.00% | +42 | New |