| Hantz Financial Services, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Darwin Advisors, LLC | 0 | $26 | 0.00% | 0 | New |
| Tounjian Advisory Partners, LLC | 1 | $85 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $113 | 0.00% | −1−50.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1 | $113 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $113 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $113 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $113 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $113 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $172 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $225 | 0.00% | −3−60.0% | Reduced |
| Hughes Financial Services, LLC | 2 | $225 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 2 | $225 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 2 | $225 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $226 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 2 | $228 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $235 | 0.00% | +2 | New |
| Huntington National Bank | 4 | $451 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $451 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 4 | $451 | 0.00% | +4 | New |
| Umb Bank N A | 7 | $789 | 0.00% | −1−12.5% | Reduced |
| Cornerstone Planning Group LLC | 7 | $833 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $1.01K | 0.00% | −9−50.0% | Reduced |
| HFM Investment Advisors, LLC | 9 | $1.01K | 0.00% | +5+125.0% | Added |
| Owl Creek Wealth Partners LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $1.13K | 0.00% | +10 | New |
| Purpose Unlimited Inc. | 12 | $1.35K | 0.00% | −11−47.8% | Reduced |
| SHP Wealth Management | 12 | $1.38K | 0.00% | +2+20.0% | Added |
| Godfrey Financial Associates, Inc. | 13 | $1.47K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 13 | $1.47K | 0.00% | +13 | New |
| Westside Investment Management, Inc. | 14 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $1.58K | 0.00% | +1+7.7% | Added |
| GoalVest Advisory LLC | 18 | $2.03K | 0.00% | +18 | New |
| Rialto Wealth Management, LLC | 18 | $2.03K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 18 | $2.03K | 0.00% | +9+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $2.14K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 20 | $2.25K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 20 | $2.25K | 0.00% | +20 | New |
| Synergy Investment Management, LLC | 20 | $2.29K | 0.00% | +20 | New |
| William B. Walkup & Associates, Inc. | 22 | $2.48K | 0.00% | +22 | New |
| Cromwell Holdings LLC | 26 | $2.93K | 0.00% | +11+73.3% | Added |
| Avion Wealth | 34 | $3.00K | 0.00% | +4+13.3% | Added |
| Gleason Group, Inc. | 27 | $3.04K | 0.00% | +27 | New |
| Signature Equity Partners, LLC | 27 | $3.09K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $3.38K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 33 | $3.72K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 34 | $3.83K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 36 | $4.06K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 37 | $4.17K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 38 | $4.29K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 40 | $4.51K | 0.00% | −7−14.9% | Reduced |
| Silver Grove Financial Group, Inc. | 43 | $4.85K | 0.00% | +43 | New |
| Pinnacle Wealth Planning Services, Inc. | 47 | $5.30K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 49 | $5.52K | 0.00% | −4−7.5% | Reduced |
| Arlington Trust Co LLC | 50 | $5.64K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 50 | $5.64K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 52 | $5.86K | 0.00% | +12+30.0% | Added |
| Coppell Advisory Solutions LLC | 26,074 | $6.39K | 0.00% | −19,662−43.0% | Reduced |
| Action Point Financial Planning, LLC | 64 | $6.99K | 0.00% | +64 | New |
| ZRC Wealth Management, LLC | 68 | $7.67K | 0.00% | −34−33.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 72 | $8.43K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 76 | $8.57K | 0.00% | +76 | New |
| Ameriflex Group, Inc. | 82 | $9.24K | 0.00% | +82 | New |
| Global X Japan Co., Ltd. | 87 | $9.81K | 0.00% | +4+4.8% | Added |
| Elevated Capital Advisors, LLC | 89 | $10.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 101 | $11.4K | 0.00% | −16−13.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 101 | $11.4K | 0.00% | −162−61.6% | Reduced |
| TD Waterhouse Canada Inc. | 100 | $11.7K | 0.00% | −5−4.8% | Reduced |
| Clear Street Markets LLC | 106 | $11.9K | 0.00% | +106 | New |
| JFS Wealth Advisors, LLC | 109 | $12.3K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 128 | $14.4K | 0.00% | +6+4.9% | Added |
| Los Angeles Capital Management LLC | 132 | $14.9K | 0.00% | −270−67.2% | Reduced |
| Quest 10 Wealth Builders, Inc. | 133 | $15.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 131 | $15.0K | 0.00% | −31−19.1% | Reduced |
| Massmutual Trust Co FSB | 138 | $15.6K | 0.00% | −359−72.2% | Reduced |
| Rosenberg Matthew Hamilton | 146 | $16.5K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 150 | $16.9K | 0.00% | +150 | New |
| Smithfield Trust Co | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 154 | $17.4K | 0.00% | +82+113.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 172 | $19.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 173 | $19.5K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 180 | $22.1K | 0.00% | +180 | New |
| Central Trust Co | 200 | $22.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $22.5K | 0.00% | +200 | New |
| Entrust Financial LLC | 203 | $22.9K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 204 | $23.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 220 | $24.8K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 226 | $25.5K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 231 | $26.0K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 242 | $27.3K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 283 | $31.9K | 0.01% | −4−1.4% | Reduced |
| First Horizon Corp | 293 | $33.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 300 | $33.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 354 | $39.9K | 0.02% | +22+6.6% | Added |
| AdvisorNet Financial, Inc | 355 | $40.0K | 0.00% | −659−65.0% | Reduced |
| Clearstead Advisors, LLC | 363 | $40.9K | 0.00% | +353+3,530.0% | Added |
| Rossby Financial, LCC | 374 | $42.2K | 0.01% | −4−1.1% | Reduced |