| JTC Employer Solutions Trusteee Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $67 | 0.00% | 0 | Unchanged |
| Rosenberg Matthew Hamilton | 1 | $142 | 0.00% | −22−95.7% | Reduced |
| Dakota Community Bank & Trust NA | 1 | $142 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $142 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $142 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $142 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 2 | $284 | 0.00% | −17−89.5% | Reduced |
| HFM Investment Advisors, LLC | 2 | $284 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $284 | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 2 | $284 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 3 | $427 | 0.00% | −4−57.1% | Reduced |
| Hughes Financial Services, LLC | 3 | $427 | 0.00% | −4−57.1% | Reduced |
| Distillate Capital Partners LLC | 3 | $427 | 0.00% | −1−25.0% | Reduced |
| Key Financial Inc | 3 | $427 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $427 | 0.00% | +3 | New |
| Glen Eagle Advisors, LLC | 3 | $459 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $569 | 0.00% | −296−98.7% | Reduced |
| Sunrise Financial Services, LLC | 4 | $569 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $569 | 0.00% | +2+100.0% | Added |
| Cassaday & Co Wealth Management LLC | 4 | $569 | 0.00% | +4 | New |
| Twin Peaks Wealth Advisors, LLC | 4 | $569 | 0.00% | +4 | New |
| Bartlett & Co. Wealth Management LLC | 4 | $597 | 0.00% | +4 | New |
| Copeland Capital Management, LLC | 5 | $710 | 0.00% | −53−91.4% | Reduced |
| DecisionPoint Financial, LLC | 5 | $711 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $711 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 6 | $822 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 8 | $1.14K | 0.00% | −42,498−100.0% | Reduced |
| Harbour Investments, Inc. | 8 | $1.14K | 0.00% | +8 | New |
| American Capital Advisory, LLC | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 9 | $1.28K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 9 | $1.28K | 0.00% | +3+50.0% | Added |
| MidFirst Bank | 10 | $1.42K | 0.00% | −1,228−99.2% | Reduced |
| Clearstead Advisors, LLC | 10 | $1.42K | 0.00% | −124−92.5% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 10 | $1.42K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 10 | $1.42K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 10 | $1.42K | 0.00% | +10 | New |
| Owl Creek Wealth Partners LLC | 10 | $1.42K | 0.00% | +10 | New |
| MV Capital Management, Inc. | 11 | $1.56K | 0.00% | −1−8.3% | Reduced |
| NBT Bank N A | 11 | $1.56K | 0.00% | +11 | New |
| Kilter Group LLC | 11 | $1.56K | 0.00% | +11 | New |
| Montag A & Associates Inc | 11 | $1.61K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 13 | $1.85K | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 13 | $1.85K | 0.00% | +2+18.2% | Added |
| South State Corp. | 16 | $2.27K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 17 | $2.42K | 0.00% | +17 | New |
| Golden State Equity Partners | 17 | $2.50K | 0.00% | +17 | New |
| Investors Portfolio Services LLC | 18 | $2.55K | 0.00% | +18 | New |
| Cornerstone Planning Group LLC | 18 | $2.69K | 0.00% | +6+50.0% | Added |
| Fortitude Family Office, LLC | 19 | $2.70K | 0.00% | +16+533.3% | Added |
| IFM Investors Pty Ltd | 19 | $2.70K | 0.00% | +19 | New |
| WFA of San Diego, LLC | 20 | $2.84K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 20 | $2.84K | 0.00% | +8+66.7% | Added |
| JPL Wealth Management, LLC | 21 | $2.99K | 0.00% | +21 | New |
| Activest Wealth Management | 22 | $3.13K | 0.00% | +22 | New |
| CBIZ Investment Advisory Services, LLC | 23 | $3.27K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 25 | $3.56K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 25 | $3.78K | 0.00% | −5−16.7% | Reduced |
| Brown Brothers Harriman & Co | 28 | $3.98K | 0.00% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 30 | $4.26K | 0.00% | +30 | New |
| AdvisorNet Financial, Inc | 31 | $4.41K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 32 | $4.57K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 34 | $4.83K | 0.00% | +7+25.9% | Added |
| J.Safra Asset Management Corp | 34 | $4.83K | 0.00% | +16+88.9% | Added |
| Cedar Mountain Advisors, LLC | 36 | $5.12K | 0.00% | +36 | New |
| UMA Financial Services, Inc. | 41 | $5.83K | 0.00% | +41 | New |
| Farmers & Merchants Investments Inc | 49 | $6.97K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 50 | $7.11K | 0.00% | +48+2,400.0% | Added |
| Sachetta, LLC | 54 | $7.68K | 0.00% | +48+800.0% | Added |
| Versant Capital Management, Inc | 55 | $7.82K | 0.00% | −19−25.7% | Reduced |
| Colonial Trust Co | 58 | $8.18K | 0.00% | +30+107.1% | Added |
| Bell Investment Advisors, Inc | 58 | $8.25K | 0.00% | −6−9.4% | Reduced |
| CVA Family Office, LLC | 61 | $8.67K | 0.00% | +38+165.2% | Added |
| True Wealth Design, LLC | 67 | $9.53K | 0.00% | +37+123.3% | Added |
| Meeder Asset Management Inc | 70 | $9.95K | 0.00% | +19+37.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 73 | $10.4K | 0.00% | +40+121.2% | Added |
| Private Wealth Management Group, LLC | 74 | $10.5K | 0.00% | +18+32.1% | Added |
| Westside Investment Management, Inc. | 84 | $11.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 87 | $12.4K | 0.00% | +7+8.8% | Added |
| SWAN Capital LLC | 88 | $12.5K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 97 | $13.8K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 100 | $14.2K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 106 | $15.1K | 0.01% | +106 | New |
| Financial Management Professionals, Inc. | 110 | $15.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 115 | $16.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 117 | $16.6K | 0.00% | +7+6.4% | Added |
| Rialto Wealth Management, LLC | 120 | $17.1K | 0.00% | +112+1,400.0% | Added |
| Addison Advisors LLC | 131 | $18.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 135 | $19.2K | 0.01% | +135 | New |
| Parkside Financial Bank & Trust | 143 | $20.3K | 0.00% | +4+2.9% | Added |
| Huntington National Bank | 155 | $22.0K | 0.00% | +15+10.7% | Added |
| Manchester Capital Management LLC | 157 | $22.3K | 0.00% | +150+2,142.9% | Added |
| Bessemer Group Inc | 190 | $27.0K | 0.00% | +74+63.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 194 | $27.6K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 207 | $29.4K | 0.00% | +207 | New |
| WealthCollab, LLC | 212 | $30.1K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 215 | $30.6K | 0.00% | −196−47.7% | Reduced |
| Adams Natural Resources Fund, Inc. | 225 | $32.0K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 232 | $33.0K | 0.01% | +16+7.4% | Added |