| Creative Financial Designs Inc | 1 | $158 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 2 | $316 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $316 | 0.00% | +2 | New |
| Binnacle Investments Inc | 2 | $316 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $317 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 2 | $335 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $474 | 0.00% | −5−62.5% | Reduced |
| WestEnd Advisors, LLC | 3 | $474 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 3 | $475 | 0.00% | −10−76.9% | Reduced |
| Parkworth Wealth Management, Inc. | 4 | $632 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $632 | 0.00% | +4 | New |
| Cromwell Holdings LLC | 4 | $632 | 0.00% | +4 | New |
| North Capital, Inc. | 4 | $632 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $633 | 0.00% | +4 | New |
| Sierra Ocean, LLC | 5 | $791 | 0.00% | −25−83.3% | Reduced |
| Addison Advisors LLC | 5 | $791 | 0.00% | −12−70.6% | Reduced |
| Principia Wealth Advisory, LLC | 6 | $950 | 0.00% | +4+200.0% | Added |
| Winthrop Capital Management, LLC | 8 | $1.00K | 0.00% | −2−20.0% | Reduced |
| Center for Financial Planning, Inc. | 8 | $1.26K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8 | $1.26K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 8 | $1.26K | 0.00% | +8 | New |
| WealthTrak Capital Management LLC | 9 | $1.42K | 0.00% | +7+350.0% | Added |
| Iron Horse Wealth Management, LLC | 10 | $1.58K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 10 | $1.58K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 10 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 11 | $1.74K | 0.00% | +11 | New |
| Global Financial Private Client, LLC | 12 | $1.90K | 0.00% | +7+140.0% | Added |
| Rialto Wealth Management, LLC | 12 | $1.90K | 0.00% | +12 | New |
| Hughes Financial Services, LLC | 12 | $1.91K | 0.00% | +12 | New |
| Legacy Wealth Managment, LLC | 13 | $2.06K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $2.21K | 0.00% | −19−57.6% | Reduced |
| Avion Wealth | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 19 | $3.00K | 0.00% | +18+1,800.0% | Added |
| Toth Financial Advisory Corp | 20 | $3.16K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 20 | $3.16K | 0.00% | +20 | New |
| Garde Capital, Inc. | 20 | $3.16K | 0.00% | +20 | New |
| Beacon Capital Management, LLC | 24 | $3.79K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $3.95K | 0.00% | −31−55.4% | Reduced |
| First Horizon Advisors, Inc. | 26 | $4.11K | 0.00% | −14−35.0% | Reduced |
| Ameriflex Group, Inc. | 26 | $4.11K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 26 | $4.11K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 26 | $4.11K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 26 | $4.11K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 27 | $4.27K | 0.00% | +27 | New |
| Millstone Evans Group, LLC | 29 | $4.58K | 0.00% | +29 | New |
| SJS Investment Consulting Inc. | 30 | $4.74K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 34 | $4.96K | 0.00% | +32+1,600.0% | Added |
| DiNuzzo Private Wealth, Inc. | 35 | $5.53K | 0.00% | +1+2.9% | Added |
| NewSquare Capital LLC | 36 | $5.69K | 0.00% | +28+350.0% | Added |
| Darwin Advisors, LLC | 36 | $6.67K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 44 | $6.96K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 44 | $6.96K | 0.00% | +44 | New |
| Sunbelt Securities, Inc. | 45 | $7.09K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 46 | $7.27K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 48 | $7.59K | 0.04% | +48 | New |
| South Plains Financial, Inc. | 52 | $8.22K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 53 | $8.40K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 59 | $9.33K | 0.00% | −23−28.0% | Reduced |
| Fortitude Family Office, LLC | 60 | $9.49K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 62 | $9.80K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 65 | $10.0K | 0.00% | −8−11.0% | Reduced |
| Abound Wealth Management | 66 | $10.4K | 0.00% | +14+26.9% | Added |
| GPS Wealth Strategies Group, LLC | 68 | $10.8K | 0.00% | −246−78.3% | Reduced |
| Ancora Advisors, LLC | 68 | $10.8K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 74 | $11.7K | 0.01% | −5−6.3% | Reduced |
| Contravisory Investment Management, Inc. | 78 | $12.3K | 0.00% | −48−38.1% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 78 | $12.3K | 0.01% | +78 | New |
| Manchester Capital Management LLC | 79 | $12.5K | 0.00% | +2+2.6% | Added |
| Salem Investment Counselors Inc | 80 | $12.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 84 | $13.0K | 0.01% | −1,353−94.2% | Reduced |
| Westside Investment Management, Inc. | 84 | $13.3K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 84 | $13.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 84 | $13.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 88 | $13.9K | 0.00% | +6+7.3% | Added |
| Harbor Capital Advisors, Inc. | 89 | $14.0K | 0.00% | +11+14.1% | Added |
| Private Wealth Management Group, LLC | 90 | $14.2K | 0.01% | −3−3.2% | Reduced |
| Farmers & Merchants Investments Inc | 92 | $14.5K | 0.00% | +40+76.9% | Added |
| GW&K Investment Management, LLC | 93 | $15.0K | 0.00% | +93 | New |
| Sandy Spring Bank | 97 | $15.3K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 98 | $15.5K | 0.00% | +98 | New |
| Zions Bancorporation, National Association | 99 | $15.7K | 0.00% | +99 | New |
| Citizens National Bank Trust Department | 100 | $15.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 101 | $16.0K | 0.00% | +100+10,000.0% | Added |
| Cary Street Partner Investment Advisory LLC | 105 | $16.6K | 0.01% | +103+5,150.0% | Added |
| JFS Wealth Advisors, LLC | 106 | $16.8K | 0.00% | +3+2.9% | Added |
| Golden State Wealth Management, LLC | 110 | $17.4K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $17.4K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 110 | $17.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 120 | $19.0K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 122 | $19.3K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 132 | $20.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 143 | $22.6K | 0.00% | +112+361.3% | Added |
| Red Tortoise LLC | 144 | $22.8K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 153 | $24.2K | 0.01% | +153 | New |
| Smithfield Trust Co | 160 | $25.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 202 | $29.3K | 0.01% | +1+0.5% | Added |
| Bartlett & Co. Wealth Management LLC | 189 | $29.9K | 0.00% | +1+0.5% | Added |
| Clean Yield Group | 192 | $30.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 199 | $31.5K | 0.01% | +99+99.0% | Added |
| HM Payson & Co | 200 | $31.6K | 0.00% | 00.0% | Unchanged |