| Hantz Financial Services, Inc. | 3 | $0 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 1 | $117 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $118 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $118 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $129 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $179 | 0.00% | −1−50.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 2 | $234 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $234 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $234 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $235 | 0.00% | −2−50.0% | Reduced |
| Quaker Wealth Management, LLC | 2 | $235 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 4 | $468 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $468 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $468 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5 | $585 | 0.00% | −2−28.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 7 | $819 | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 7 | $892 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 8 | $936 | 0.00% | +4+100.0% | Added |
| UMA Financial Services, Inc. | 9 | $1.05K | 0.00% | +9 | New |
| SHP Wealth Management | 10 | $1.17K | 0.00% | +5+100.0% | Added |
| Clearstead Advisors, LLC | 10 | $1.17K | 0.00% | −6−37.5% | Reduced |
| Private Wealth Asset Management, LLC | 10 | $1.17K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 10 | $1.17K | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 13 | $1.52K | 0.00% | +4+44.4% | Added |
| Basecamp Wealth Advisors LLC | 13 | $1.52K | 0.00% | −27−67.5% | Reduced |
| Godfrey Financial Associates, Inc. | 13 | $1.52K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 14 | $1.64K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 15 | $1.76K | 0.00% | +5+50.0% | Added |
| Bogart Wealth, LLC | 18 | $2.11K | 0.00% | +3+20.0% | Added |
| Intentional Wealth Strategies, LLC | 18 | $2.11K | 0.00% | +18 | New |
| Rialto Wealth Management, LLC | 18 | $2.11K | 0.00% | +10+125.0% | Added |
| First Pacific Financial | 18 | $2.11K | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $2.23K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 20 | $2.34K | 0.00% | +20 | New |
| Purpose Unlimited Inc. | 23 | $2.69K | 0.00% | −49−68.1% | Reduced |
| JPL Wealth Management, LLC | 24 | $2.81K | 0.00% | +24 | New |
| Avion Wealth | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 26 | $3.04K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 27 | $3.16K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 27 | $3.20K | 0.00% | −49−64.5% | Reduced |
| Bell Investment Advisors, Inc | 30 | $3.51K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 33 | $3.86K | 0.00% | +33 | New |
| Cherry Tree Wealth Management, LLC | 34 | $3.98K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 36 | $4.21K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 37 | $4.33K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 38 | $4.45K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 40 | $4.68K | 0.00% | +40 | New |
| Pinnacle Wealth Planning Services, Inc. | 47 | $5.50K | 0.00% | +14+42.4% | Added |
| Aventura Private Wealth, LLC | 47 | $5.50K | 0.00% | +47 | New |
| Arlington Trust Co LLC | 50 | $5.85K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 50 | $5.85K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 53 | $6.20K | 0.00% | +33+165.0% | Added |
| CBIZ Investment Advisory Services, LLC | 72 | $8.43K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 72 | $8.43K | 0.00% | +17+30.9% | Added |
| Global X Japan Co., Ltd. | 83 | $9.72K | 0.00% | −31−27.2% | Reduced |
| Elevated Capital Advisors, LLC | 89 | $10.4K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 100 | $11.7K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 102 | $11.9K | 0.00% | +50+96.2% | Added |
| Whipplewood Advisors, LLC | 106 | $12.4K | 0.01% | +106 | New |
| TD Waterhouse Canada Inc. | 105 | $12.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 109 | $12.8K | 0.00% | +1+0.9% | Added |
| CVA Family Office, LLC | 117 | $13.7K | 0.00% | +117 | New |
| Nisa Investment Advisors, LLC | 120 | $14.0K | 0.00% | +5+4.3% | Added |
| LRI Investments, LLC | 122 | $14.3K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 133 | $15.6K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 146 | $17.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $18.0K | 0.00% | +150 | New |
| Capital Analysts, LLC | 162 | $19.0K | 0.00% | +32+24.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 172 | $20.1K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 173 | $20.3K | 0.00% | +173 | New |
| Harbor Capital Advisors, Inc. | 178 | $21.0K | 0.00% | +178 | New |
| Central Trust Co | 200 | $23.4K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 203 | $23.8K | 0.02% | −28−12.1% | Reduced |
| Geneos Wealth Management Inc. | 204 | $23.9K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 209 | $24.5K | 0.01% | +186+808.7% | Added |
| Brown, Lisle/Cummings, Inc. | 220 | $25.8K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 226 | $26.5K | 0.02% | +226 | New |
| Cedar Mountain Advisors, LLC | 231 | $27.0K | 0.01% | +231 | New |
| Cassaday & Co Wealth Management LLC | 242 | $28.3K | 0.00% | +242 | New |
| Measured Wealth Private Client Group, LLC | 263 | $30.8K | 0.01% | −388−59.6% | Reduced |
| Sunbelt Securities, Inc. | 269 | $31.5K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 287 | $33.6K | 0.01% | +4+1.4% | Added |
| Innovative Asset Advisors Group, LLC | 289 | $33.8K | 0.02% | +289 | New |
| First Horizon Corp | 293 | $34.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 300 | $35.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 332 | $38.9K | 0.00% | −25−7.0% | Reduced |
| WPG Advisers, LLC | 332 | $38.9K | 0.03% | +6+1.8% | Added |
| Smartleaf Asset Management LLC | 366 | $41.2K | 0.00% | −323−46.9% | Reduced |
| Crewe Advisors LLC | 354 | $41.4K | 0.00% | −352−49.9% | Reduced |
| Private Trust Co NA | 378 | $44.2K | 0.00% | −111−22.7% | Reduced |
| Rossby Financial, LCC | 378 | $44.9K | 0.01% | +25+7.1% | Added |
| Los Angeles Capital Management LLC | 402 | $47.1K | 0.00% | −3,585−89.9% | Reduced |
| Parkside Financial Bank & Trust | 410 | $48.0K | 0.00% | +104+34.0% | Added |
| Root Financial Partners, LLC | 436 | $51.0K | 0.00% | +17+4.1% | Added |
| Advisors Asset Management, Inc. | 462 | $54.1K | 0.00% | −683−59.7% | Reduced |
| SJS Investment Consulting Inc. | 469 | $54.9K | 0.01% | −66−12.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 477 | $55.8K | 0.00% | −47−9.0% | Reduced |
| Massmutual Trust Co FSB | 497 | $58.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 498 | $58.3K | 0.02% | −18−3.5% | Reduced |
| Nomura Asset Management Co Ltd | 540 | $63.2K | 0.00% | 00.0% | Unchanged |
