| Curio Wealth, LLC | 1 | $34 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 3 | $109 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5 | $161 | 0.00% | +5 | New |
| Manchester Capital Management LLC | 5 | $169 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 6 | $202 | 0.00% | −134−95.7% | Reduced |
| Rialto Wealth Management, LLC | 9 | $304 | 0.00% | +3+50.0% | Added |
| TD Private Client Wealth LLC | 10 | $337 | 0.00% | +5+100.0% | Added |
| HFM Investment Advisors, LLC | 11 | $370 | 0.00% | +5+83.3% | Added |
| Vermillion Wealth Management, Inc. | 11 | $370 | 0.00% | +11 | New |
| Valued Wealth Advisors LLC | 12 | $408 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 15 | $506 | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 17 | $552 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 17 | $573 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 18 | $606 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $640 | 0.00% | +9+90.0% | Added |
| Westfuller Advisors, LLC | 24 | $797 | 0.00% | −15−38.5% | Reduced |
| Boreal Capital Management LLC | 24 | $808 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $808 | 0.00% | +6+33.3% | Added |
| DiNuzzo Private Wealth, Inc. | 24 | $809 | 0.00% | +8+50.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 29 | $977 | 0.00% | +29 | New |
| Clearstead Advisors, LLC | 35 | $1.18K | 0.00% | −1,886−98.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 38 | $1.28K | 0.00% | +26+216.7% | Added |
| Ares Financial Consulting, LLC | 49 | $1.67K | 0.00% | +49 | New |
| High Note Wealth, LLC | 51 | $1.72K | 0.00% | +51 | New |
| Raffa Wealth Management, LLC | 52 | $1.75K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 64 | $2.16K | 0.00% | −30−31.9% | Reduced |
| Atlantic Trust, LLC | 69 | $2.32K | 0.00% | +69 | New |
| Caldwell Sutter Capital, Inc. | 74 | $2.49K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 79 | $2.66K | 0.00% | +60+315.8% | Added |
| Elevated Capital Advisors, LLC | 80 | $2.69K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 84 | $2.83K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 88 | $2.96K | 0.00% | −1−1.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 93 | $3.13K | 0.00% | +57+158.3% | Added |
| Washington Trust Advisors, Inc. | 96 | $3.24K | 0.00% | +96 | New |
| Bell Investment Advisors, Inc | 98 | $3.30K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 106 | $3.57K | 0.00% | +106 | New |
| IFP Advisors, Inc | 111 | $3.74K | 0.00% | −6−5.1% | Reduced |
| Farmers & Merchants Investments Inc | 114 | $3.84K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 118 | $3.97K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 127 | $4.28K | 0.00% | −86−40.4% | Reduced |
| Rossby Financial, LCC | 126 | $4.29K | 0.00% | +126 | New |
| CVA Family Office, LLC | 128 | $4.31K | 0.00% | +128 | New |
| Whipplewood Advisors, LLC | 129 | $4.34K | 0.00% | +37+40.2% | Added |
| Basecamp Wealth Advisors LLC | 136 | $4.58K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 136 | $4.58K | 0.00% | +109+403.7% | Added |
| Vanguard National Trust Co | 136 | $4.58K | 0.00% | +136 | New |
| Miller Wealth Advisors, LLC | 137 | $4.61K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 146 | $4.92K | 0.00% | +26+21.7% | Added |
| Covestor Ltd | 149 | $5.00K | 0.00% | −118−44.2% | Reduced |
| Zions Bancorporation, National Association | 170 | $5.73K | 0.00% | +170 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 184 | $6.20K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 187 | $6.30K | 0.00% | −16−7.9% | Reduced |
| McMillan Office, Inc. | 203 | $6.84K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 207 | $6.97K | 0.02% | +207 | New |
| Owl Creek Wealth Partners LLC | 215 | $7.24K | 0.00% | +215 | New |
| AdvisorNet Financial, Inc | 274 | $9.23K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 274 | $9.23K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 284 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 307 | $10.3K | 0.00% | +307 | New |
| Pinnacle Wealth Planning Services, Inc. | 308 | $10.4K | 0.00% | +105+51.7% | Added |
| MCF Advisors LLC | 318 | $10.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 359 | $12.1K | 0.00% | +73+25.5% | Added |
| Root Financial Partners, LLC | 389 | $13.1K | 0.00% | +161+70.6% | Added |
| Ancora Advisors, LLC | 450 | $15.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 461 | $15.5K | 0.00% | −10−2.1% | Reduced |
| Los Angeles Capital Management LLC | 470 | $15.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 488 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 505 | $17.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 530 | $17.9K | 0.00% | +530 | New |
| Beacon Investment Advisory Services, Inc. | 570 | $19.2K | 0.00% | +570 | New |
| Montag A & Associates Inc | 592 | $19.9K | 0.00% | +44+8.0% | Added |
| EverSource Wealth Advisors, LLC | 606 | $20.4K | 0.00% | −101−14.3% | Reduced |
| Nomura Asset Management Co Ltd | 610 | $20.5K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 611 | $21.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 686 | $23.1K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 751 | $25.3K | 0.00% | +751 | New |
| Private Wealth Asset Management, LLC | 765 | $25.8K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 823 | $27.7K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 843 | $28.4K | 0.01% | +843 | New |
| Pension & Wealth Management Advisors, Inc. | 1,010 | $34.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,026 | $34.6K | 0.00% | +667+185.8% | Added |
| Asset Dedication, LLC | 1,221 | $41.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,257 | $41.7K | 0.00% | +798+173.9% | Added |
| Cedar Mountain Advisors, LLC | 1,259 | $42.4K | 0.01% | +1,259 | New |
| UMA Financial Services, Inc. | 1,264 | $42.6K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,330 | $44.8K | 0.01% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 1,360 | $45.8K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,646 | $55.0K | 0.00% | +1,035+169.4% | Added |
| Whittier Trust Co of Nevada Inc | 1,647 | $55.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,804 | $60.8K | 0.00% | −300−14.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,802 | $62.7K | 0.02% | +1,157+179.4% | Added |
| Umb Bank N A | 1,937 | $65.2K | 0.00% | +31+1.6% | Added |
| Signaturefd, LLC | 1,967 | $66.3K | 0.00% | +80+4.2% | Added |
| 1620 Investment Advisors, Inc. | 1,969 | $66.3K | 0.04% | +5+0.3% | Added |
| Larson Financial Group LLC | 1,989 | $67.0K | 0.00% | +863+76.6% | Added |
| CoreCap Advisors, LLC | 2,075 | $69.9K | 0.00% | +2,075 | New |
| Harvest Fund Management Co., Ltd | 2,076 | $70.0K | 0.00% | +2,076 | New |
| Caitong International Asset Management Co., Ltd | 2,192 | $73.8K | 0.01% | +2,177+14,513.3% | Added |
| Whittier Trust Co | 2,223 | $75.0K | 0.00% | 00.0% | Unchanged |