| Retirement Wealth Solutions LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Meeder Asset Management Inc | 1 | $20 | 0.00% | −357−99.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 3 | $61 | 0.00% | +3 | New |
| SOA Wealth Advisors, LLC. | 7 | $148 | 0.00% | −9−56.3% | Reduced |
| Jessup Wealth Management, Inc | 7 | $149 | 0.00% | +7 | New |
| Essential Partners LLC | 10 | $203 | 0.00% | −678−98.5% | Reduced |
| Aventura Private Wealth, LLC | 10 | $203 | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 12 | $243 | 0.00% | −30−71.4% | Reduced |
| Colonial Trust Co | 13 | $265 | 0.00% | +13 | New |
| Quaker Wealth Management, LLC | 14 | $284 | 0.00% | −1−6.7% | Reduced |
| Atlas Capital Advisors LLC | 17 | $344 | 0.00% | +17 | New |
| NVWM, LLC | 20 | $405 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 22 | $446 | 0.00% | −9−29.0% | Reduced |
| Activest Wealth Management | 24 | $486 | 0.00% | −174−87.9% | Reduced |
| Redwood Park Advisors LLC | 24 | $487 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 28 | $568 | 0.00% | +28 | New |
| Strengthening Families & Communities, LLC | 29 | $588 | 0.00% | −22−43.1% | Reduced |
| Principia Wealth Advisory, LLC | 29 | $588 | 0.00% | −11−27.5% | Reduced |
| Cornerstone Financial Management LLC | 29 | $588 | 0.00% | +29 | New |
| Three Bearings Fiduciary Advisors, Inc. | 30 | $633 | 0.00% | +30 | New |
| Clark Wealth Partners | 33 | $669 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 34 | $690 | 0.00% | −221−86.7% | Reduced |
| Bell Investment Advisors, Inc | 34 | $690 | 0.00% | +34 | New |
| Kilter Group LLC | 35 | $710 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 42 | $852 | 0.00% | +42 | New |
| TFC Financial Management | 44 | $892 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 47 | $953 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 52 | $1.05K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 55 | $1.12K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 56 | $1.14K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 66 | $1.33K | 0.00% | +10+17.9% | Added |
| Ancora Advisors, LLC | 76 | $1.54K | 0.00% | +76 | New |
| South State Corp. | 84 | $1.70K | 0.00% | −25−22.9% | Reduced |
| Financial Consulate, Inc | 85 | $1.72K | 0.00% | −175−67.3% | Reduced |
| Aspect Partners, LLC | 95 | $1.93K | 0.00% | −4−4.0% | Reduced |
| LRI Investments, LLC | 97 | $1.97K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 98 | $1.99K | 0.00% | −36−26.9% | Reduced |
| Dunhill Financial, LLC | 99 | $2.00K | 0.00% | +46+86.8% | Added |
| Massmutual Trust Co FSB | 100 | $2.03K | 0.00% | +100 | New |
| Versant Capital Management, Inc | 132 | $2.68K | 0.00% | −1,370−91.2% | Reduced |
| Cornerstone Planning Group LLC | 136 | $2.79K | 0.00% | −63−31.7% | Reduced |
| Howard Hughes Medical Institute | 146 | $2.96K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 147 | $2.98K | 0.00% | +147 | New |
| Ogorek Anthony Joseph | 159 | $3.00K | 0.00% | +159 | New |
| Manchester Capital Management LLC | 149 | $3.02K | 0.00% | −25−14.4% | Reduced |
| Thompson Investment Management, Inc. | 150 | $3.04K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 166 | $3.37K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 166 | $3.37K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 175 | $3.55K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 184 | $3.73K | 0.00% | −303−62.2% | Reduced |
| GHP Investment Advisors, Inc. | 188 | $3.81K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 192 | $3.89K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 196 | $3.97K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 200 | $4.05K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 200 | $4.05K | 0.00% | +200 | New |
| Johnson Financial Group, Inc. | 207 | $4.20K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 212 | $4.30K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 214 | $4.34K | 0.00% | +98+84.5% | Added |
| Sachetta, LLC | 220 | $4.46K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 230 | $4.66K | 0.00% | +1+0.4% | Added |
| Montag A & Associates Inc | 250 | $5.07K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 270 | $5.47K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 272 | $5.51K | 0.00% | +10+3.8% | Added |
| Elyxium Wealth, LLC | 299 | $6.06K | 0.00% | +299 | New |
| Blume Capital Management, Inc. | 300 | $6.08K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 329 | $6.67K | 0.00% | +87+36.0% | Added |
| GW&K Investment Management, LLC | 347 | $7.00K | 0.00% | +13+3.9% | Added |
| Hoertkorn Richard Charles | 353 | $7.16K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 357 | $7.23K | 0.00% | +242+210.4% | Added |
| Ares Financial Consulting, LLC | 390 | $7.91K | 0.01% | +390 | New |
| Avion Wealth | 404 | $8.00K | 0.00% | +26+6.9% | Added |
| North Ridge Wealth Advisors, Inc. | 400 | $8.11K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 411 | $8.33K | 0.00% | +286+228.8% | Added |
| Financial Management Professionals, Inc. | 414 | $8.39K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 425 | $8.62K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 432 | $8.76K | 0.00% | −172−28.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 430 | $9.00K | 0.00% | +99+29.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 450 | $9.12K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 451 | $9.14K | 0.00% | +451 | New |
| Moisand Fitzgerald Tamayo, LLC | 459 | $9.30K | 0.00% | 00.0% | Unchanged |
| Tobam | 517 | $10.0K | 0.00% | −323−38.5% | Reduced |
| Golden State Wealth Management, LLC | 513 | $10.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 535 | $10.8K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 558 | $11.3K | 0.00% | +558 | New |
| Triumph Capital Management | 570 | $11.6K | 0.00% | +570 | New |
| Westside Investment Management, Inc. | 590 | $11.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 572 | $12.0K | 0.00% | −2−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 600 | $12.2K | 0.00% | −138−18.7% | Reduced |
| ZRC Wealth Management, LLC | 600 | $12.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 607 | $12.3K | 0.00% | −18−2.9% | Reduced |
| Leonteq Securities AG | 615 | $12.5K | 0.00% | −74−10.7% | Reduced |
| Fideuram Asset Management (Ireland) dac | 576 | $12.6K | 0.00% | +576 | New |
| Delta Asset Management LLC | 633 | $12.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 700 | $14.2K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 704 | $14.3K | 0.00% | −3,703−84.0% | Reduced |
| Arcadia Investment Management Corp | 725 | $14.7K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 791 | $16.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 811 | $16.4K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 859 | $17.4K | 0.00% | +859 | New |
| Sound Income Strategies, LLC | 852 | $17.9K | 0.00% | +402+89.3% | Added |