| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Darwin Advisors, LLC | 0 | $29 | 0.00% | 0 | New |
| SBI Securities Co., Ltd. | 1 | $151 | 0.00% | −80−98.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1 | $151 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $151 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $151 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $151 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $151 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $152 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $152 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $184 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $302 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 2 | $303 | 0.00% | +2 | New |
| Rosenberg Matthew Hamilton | 3 | $454 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $454 | 0.00% | +3 | New |
| Planning Strategies Inc. | 3 | $454 | 0.00% | +3 | New |
| Westfuller Advisors, LLC | 4 | $586 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $606 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5 | $757 | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $908 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $908 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $908 | 0.00% | +2+50.0% | Added |
| Avion Wealth | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 7 | $1.06K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $1.06K | 0.00% | −9−56.3% | Reduced |
| Cromwell Holdings LLC | 8 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $1.21K | 0.00% | +1+14.3% | Added |
| FWL Investment Management, LLC | 8 | $1.21K | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 8 | $1.21K | 0.00% | +5+166.7% | Added |
| Spire Wealth Management | 9 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $1.36K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 11 | $1.66K | 0.00% | +11 | New |
| Torren Management, LLC | 12 | $1.75K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 12 | $1.82K | 0.00% | −482−97.6% | Reduced |
| CX Institutional | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 14 | $2.12K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 14 | $2.12K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 16 | $2.42K | 0.00% | −1−5.9% | Reduced |
| Webster Bank, N. A. | 17 | $2.57K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 17 | $2.57K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 17 | $2.57K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 19 | $2.88K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 19 | $2.88K | 0.00% | +1+5.6% | Added |
| Basepoint Wealth LLC | 20 | $3.03K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 23 | $3.48K | 0.00% | +8+53.3% | Added |
| First Horizon Corp | 24 | $3.63K | 0.00% | +8+50.0% | Added |
| Prestige Wealth Management Group LLC | 25 | $3.78K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 27 | $3.90K | 0.00% | +27 | New |
| International Assets Investment Management, LLC | 27 | $4.05K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 27 | $4.08K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $4.09K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 27 | $4.09K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 31 | $4.69K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 31 | $4.69K | 0.00% | +15+93.8% | Added |
| Highline Wealth Partners LLC | 34 | $5.14K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 35 | $5.14K | 0.00% | +35 | New |
| Newbridge Financial Services Group, Inc. | 40 | $6.05K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 40 | $6.05K | 0.00% | +40 | New |
| Rossby Financial, LCC | 42 | $6.36K | 0.00% | +6+16.7% | Added |
| LGT Financial Advisors LLC | 46 | $6.99K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 47 | $7.11K | 0.00% | −12−20.3% | Reduced |
| Farmers & Merchants Investments Inc | 47 | $7.11K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $7.57K | 0.00% | +5+11.1% | Added |
| CVA Family Office, LLC | 57 | $8.62K | 0.00% | +2+3.6% | Added |
| Huntington National Bank | 61 | $9.23K | 0.00% | +7+13.0% | Added |
| Atlantic Trust, LLC | 63 | $9.53K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 64 | $9.67K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 64 | $9.68K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 68 | $9.70K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 66 | $9.87K | 0.00% | −1−1.5% | Reduced |
| Lodestone Wealth Management LLC | 69 | $10.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 70 | $11.0K | 0.01% | −173−71.2% | Reduced |
| Barrett & Company, Inc. | 74 | $11.2K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 75 | $11.3K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 77 | $11.7K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 79 | $12.0K | 0.00% | +9+12.9% | Added |
| Triumph Capital Management | 80 | $12.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 85 | $12.9K | 0.00% | +81+2,025.0% | Added |
| Robinswood Financial LLC | 86 | $13.1K | 0.00% | +1+1.2% | Added |
| Whittier Trust Co of Nevada Inc | 94 | $14.3K | 0.00% | −7−6.9% | Reduced |
| Financial Perspectives, Inc | 99 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 100 | $15.1K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 100 | $15.1K | 0.01% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 105 | $15.9K | 0.01% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 108 | $16.3K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 131 | $19.8K | 0.01% | +90+219.5% | Added |
| Cedar Mountain Advisors, LLC | 134 | $20.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 134 | $20.3K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 139 | $21.0K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 140 | $21.2K | 0.01% | +13+10.2% | Added |
| Manchester Capital Management LLC | 142 | $21.5K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 144 | $21.8K | 0.01% | −47−24.6% | Reduced |
| Osterweis Capital Management Inc | 166 | $25.1K | 0.00% | −186−52.8% | Reduced |
| SJS Investment Consulting Inc. | 177 | $26.8K | 0.00% | +170+2,428.6% | Added |
| Private Trust Co NA | 178 | $26.9K | 0.00% | −10−5.3% | Reduced |
| Nomura Asset Management Co Ltd | 180 | $27.2K | 0.00% | −230−56.1% | Reduced |
| LRI Investments, LLC | 196 | $29.7K | 0.00% | −10−4.9% | Reduced |
| Trust Co of Vermont | 200 | $30.3K | 0.00% | +200 | New |
| Owl Creek Wealth Partners LLC | 201 | $30.4K | 0.01% | 00.0% | Unchanged |