| Transamerica Financial Advisors, Inc. | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $44 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $77 | 0.00% | −201−99.0% | Reduced |
| TD Waterhouse Canada Inc. | 2 | $89 | 0.00% | −90−97.8% | Reduced |
| HFM Investment Advisors, LLC | 2 | $89 | 0.00% | −1−33.3% | Reduced |
| Truvestments Capital LLC | 3 | $133 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $133 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 4 | $193 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $221 | 0.00% | +1+25.0% | Added |
| Rialto Wealth Management, LLC | 6 | $266 | 0.00% | −119−95.2% | Reduced |
| Atlantic Trust, LLC | 6 | $266 | 0.00% | −28−82.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $266 | 0.00% | −5−45.5% | Reduced |
| DecisionPoint Financial, LLC | 6 | $266 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 9 | $399 | 0.00% | +9 | New |
| Prosperity Bancshares Inc | 11 | $487 | 0.00% | +11 | New |
| Optima Capital LLC | 11 | $487 | 0.00% | +11 | New |
| Acumen Wealth Advisors, LLC | 12 | $532 | 0.00% | +12 | New |
| Cape Investment Advisory, Inc. | 13 | $576 | 0.00% | +13 | New |
| South State Corp. | 14 | $620 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 15 | $664 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 15 | $664 | 0.00% | +3+25.0% | Added |
| Rothschild Investment LLC | 17 | $753 | 0.00% | −12−41.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17 | $753 | 0.00% | +17 | New |
| Strive Financial Group ,LLC | 17 | $753 | 0.00% | +17 | New |
| Versant Capital Management, Inc | 18 | $797 | 0.00% | −49−73.1% | Reduced |
| CVA Family Office, LLC | 18 | $797 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $842 | 0.00% | −11−36.7% | Reduced |
| Toronto Dominion Bank | 21 | $939 | 0.00% | +21 | New |
| Marquette Asset Management, LLC | 22 | $975 | 0.00% | +2+10.0% | Added |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 24 | $1.06K | 0.00% | +24 | New |
| Greykasell Wealth Strategies, Inc. | 24 | $1.06K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 24 | $1.06K | 0.00% | +24 | New |
| MV Capital Management, Inc. | 25 | $1.11K | 0.00% | +1+4.2% | Added |
| Essential Partners LLC | 26 | $1.15K | 0.00% | −261−90.9% | Reduced |
| PayPay Securities Corp | 27 | $1.20K | 0.04% | +15+125.0% | Added |
| Lodestone Wealth Management LLC | 27 | $1.20K | 0.00% | +27 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 28 | $1.24K | 0.00% | +28 | New |
| Quent Capital, LLC | 30 | $1.33K | 0.00% | −20−40.0% | Reduced |
| Missouri Trust & Investment Co | 31 | $1.37K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 31 | $1.37K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 32 | $1.42K | 0.00% | +12+60.0% | Added |
| Global Trust Asset Management, LLC | 32 | $1.42K | 0.00% | +32 | New |
| SJS Investment Consulting Inc. | 35 | $1.55K | 0.00% | +12+52.2% | Added |
| CoreCap Advisors, LLC | 37 | $1.64K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 40 | $1.77K | 0.00% | +40 | New |
| Maseco LLP | 43 | $1.90K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 43 | $1.90K | 0.00% | +43 | New |
| Kingdom Financial Group LLC. | 43 | $1.90K | 0.00% | +43 | New |
| Bell Investment Advisors, Inc | 45 | $1.99K | 0.00% | +11+32.4% | Added |
| Torren Management, LLC | 45 | $1.99K | 0.00% | +45 | New |
| Meeder Asset Management Inc | 49 | $2.17K | 0.00% | −3−5.8% | Reduced |
| Ancora Advisors, LLC | 49 | $2.17K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 50 | $2.21K | 0.00% | −9−15.3% | Reduced |
| Sachetta, LLC | 51 | $2.26K | 0.00% | −24−32.0% | Reduced |
| Ameriflex Group, Inc. | 53 | $2.35K | 0.00% | −53−50.0% | Reduced |
| Kilter Group LLC | 53 | $2.35K | 0.00% | +53 | New |
| High Note Wealth, LLC | 54 | $2.39K | 0.00% | −7−11.5% | Reduced |
| Bogart Wealth, LLC | 59 | $2.61K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 59 | $2.61K | 0.00% | +59 | New |
| Aspect Partners, LLC | 60 | $2.66K | 0.00% | +37+160.9% | Added |
| Zions Bancorporation, National Association | 60 | $2.66K | 0.00% | +60 | New |
| Washington Trust Advisors, Inc. | 61 | $2.68K | 0.00% | +61 | New |
| City Holding Co | 66 | $2.92K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 66 | $3.00K | 0.00% | −888,143−100.0% | Reduced |
| Elyxium Wealth, LLC | 71 | $3.14K | 0.00% | +71 | New |
| Stone House Investment Management, LLC | 75 | $3.32K | 0.00% | +8+11.9% | Added |
| Quattro Advisors LLC | 82 | $3.63K | 0.00% | +82 | New |
| Keating Financial Advisory Services, Inc. | 92 | $4.07K | 0.00% | +92 | New |
| Dogwood Wealth Management LLC | 94 | $4.16K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 99 | $4.38K | 0.00% | +15+17.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $4.43K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $4.43K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 100 | $4.43K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 107 | $4.74K | 0.00% | +107 | New |
| Farmers & Merchants Investments Inc | 113 | $5.00K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 125 | $5.47K | 0.00% | +125 | New |
| Golden State Wealth Management, LLC | 125 | $5.54K | 0.00% | −247−66.4% | Reduced |
| Asset Dedication, LLC | 126 | $5.58K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 149 | $6.60K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 154 | $6.82K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 161 | $7.13K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 200 | $8.86K | 0.00% | +200 | New |
| Advocate Investing Services LLC | 200 | $8.86K | 0.01% | +200 | New |
| Covestor Ltd | 204 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 204 | $9.03K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 208 | $9.21K | 0.00% | −2,452−92.2% | Reduced |
| Whittier Trust Co | 217 | $9.91K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 233 | $10.3K | 0.01% | +233 | New |
| Global Retirement Partners, LLC | 245 | $10.8K | 0.00% | +98+66.7% | Added |
| Quarry LP | 247 | $10.9K | 0.00% | +185+298.4% | Added |
| Rakuten Securities, Inc. | 249 | $11.0K | 0.00% | −1,514−85.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 261 | $11.3K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 268 | $11.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 273 | $12.1K | 0.00% | −364−57.1% | Reduced |
| Massmutual Trust Co FSB | 290 | $12.8K | 0.00% | +14+5.1% | Added |
| Whittier Trust Co of Nevada Inc | 301 | $13.8K | 0.00% | −179−37.3% | Reduced |
| SageView Advisory Group, LLC | 325 | $14.4K | 0.00% | +325 | New |
| CIBC Private Wealth Group, LLC | 347 | $15.4K | 0.00% | −189−35.3% | Reduced |
| Spire Wealth Management | 357 | $15.8K | 0.00% | −306−46.2% | Reduced |