| Monetary Solutions, Ltd | 1 | $94 | 0.00% | +1 | New |
| Cassaday & Co Wealth Management LLC | 2 | $188 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 2 | $188 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 3 | $282 | 0.00% | +3 | New |
| IFG Advisory, LLC | 3 | $282 | 0.00% | +3 | New |
| Highland Investment Advisors LLC | 3 | $282 | 0.00% | +3 | New |
| LRI Investments, LLC | 4 | $376 | 0.00% | +4 | New |
| Tradewinds Capital Management, LLC | 4 | $377 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $377 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 4 | $377 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 5 | $470 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $471 | 0.00% | −8−61.5% | Reduced |
| Key Financial Inc | 6 | $564 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 6 | $564 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 6 | $564 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 6 | $564 | 0.00% | +5+500.0% | Added |
| Manchester Capital Management LLC | 6 | $565 | 0.00% | −90−93.8% | Reduced |
| MV Capital Management, Inc. | 6 | $565 | 0.00% | +6 | New |
| Plante Moran Financial Advisors, LLC | 7 | $658 | 0.00% | +7 | New |
| MidFirst Bank | 8 | $752 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 9 | $846 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 9 | $846 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $846 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 13 | $1.22K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 13 | $1.22K | 0.00% | +13 | New |
| CVA Family Office, LLC | 15 | $1.41K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 15 | $1.41K | 0.00% | +15 | New |
| Principia Wealth Advisory, LLC | 16 | $1.50K | 0.00% | +1+6.7% | Added |
| BOK Financial Private Wealth, Inc. | 16 | $1.50K | 0.00% | +16 | New |
| Rossby Financial, LCC | 18 | $1.69K | 0.00% | −3−14.3% | Reduced |
| Bell Investment Advisors, Inc | 18 | $1.69K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 20 | $1.88K | 0.00% | +3+17.6% | Added |
| Cape Investment Advisory, Inc. | 21 | $1.98K | 0.00% | +21 | New |
| Arlington Trust Co LLC | 25 | $2.35K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 29 | $2.73K | 0.02% | −11−27.5% | Reduced |
| Zions Bancorporation, National Association | 29 | $2.73K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 31 | $2.92K | 0.00% | +12+63.2% | Added |
| Albion Financial Group | 31 | $2.92K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 33 | $3.10K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 37 | $3.48K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 37 | $3.48K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 39 | $3.67K | 0.00% | −15−27.8% | Reduced |
| Cornerstone Financial Management LLC | 39 | $3.67K | 0.00% | +4+11.4% | Added |
| SHP Wealth Management | 40 | $3.76K | 0.00% | +8+25.0% | Added |
| Fortitude Family Office, LLC | 41 | $3.86K | 0.00% | −1−2.4% | Reduced |
| Investors Portfolio Services LLC | 42 | $3.95K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 42 | $3.95K | 0.00% | +42 | New |
| Bessemer Group Inc | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 45 | $4.23K | 0.00% | +3+7.1% | Added |
| Manning & Napier Advisors LLC | 43 | $4.24K | 0.00% | +6+16.2% | Added |
| ZRC Wealth Management, LLC | 47 | $4.42K | 0.00% | +47 | New |
| Bogart Wealth, LLC | 50 | $4.70K | 0.00% | +2+4.2% | Added |
| BFSG, LLC | 50 | $4.70K | 0.00% | +50 | New |
| Holos Integrated Wealth LLC | 50 | $4.86K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 57 | $5.36K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 60 | $5.64K | 0.00% | −40−40.0% | Reduced |
| Financial Consulate, Inc | 60 | $5.64K | 0.00% | −3−4.8% | Reduced |
| Cornerstone Planning Group LLC | 58 | $6.06K | 0.00% | −3−4.9% | Reduced |
| GWM Advisors LLC | 70 | $6.62K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 73 | $6.87K | 0.00% | +73 | New |
| Groesbeck Investment Management Corp | 77 | $7.00K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 77 | $7.24K | 0.00% | −1−1.3% | Reduced |
| Action Point Financial Planning, LLC | 88 | $7.90K | 0.00% | +88 | New |
| SJS Investment Consulting Inc. | 91 | $8.56K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 94 | $8.84K | 0.00% | +24+34.3% | Added |
| GAMMA Investing LLC | 97 | $9.12K | 0.00% | +10+11.5% | Added |
| NBT Bank N A | 100 | $9.38K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 102 | $9.59K | 0.00% | +102 | New |
| Steigerwald, Gordon & Koch Inc. | 103 | $9.69K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 110 | $10.3K | 0.00% | +110 | New |
| Salomon & Ludwin, LLC | 113 | $10.7K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 115 | $10.8K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 117 | $11.0K | 0.01% | −10−7.9% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 120 | $11.3K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 120 | $11.3K | 0.00% | +3+2.6% | Added |
| Golden State Wealth Management, LLC | 125 | $11.8K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 128 | $12.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 130 | $12.2K | 0.00% | +5+4.0% | Added |
| Umb Bank N A | 138 | $13.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 140 | $13.2K | 0.00% | +68+94.4% | Added |
| Rothschild Investment LLC | 150 | $14.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 164 | $15.4K | 0.00% | +164 | New |
| Greykasell Wealth Strategies, Inc. | 189 | $17.8K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 199 | $18.7K | 0.00% | +30+17.8% | Added |
| Private Trust Co NA | 206 | $19.3K | 0.00% | +7+3.5% | Added |
| Brown Brothers Harriman & Co | 217 | $20.4K | 0.00% | +95+77.9% | Added |
| Harbour Investments, Inc. | 220 | $20.7K | 0.00% | −27−10.9% | Reduced |
| Strengthening Families & Communities, LLC | 227 | $21.3K | 0.00% | −4,319−95.0% | Reduced |
| Ares Financial Consulting, LLC | 230 | $21.6K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 233 | $21.9K | 0.01% | +21+9.9% | Added |
| Tower Research Capital LLC (TRC) | 245 | $23.0K | 0.00% | −128−34.3% | Reduced |
| Financial Perspectives, Inc | 281 | $26.4K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 307 | $28.9K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 314 | $29.5K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 320 | $30.1K | 0.07% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 326 | $30.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 413 | $38.8K | 0.00% | +413 | New |
| Richardson Financial Services Inc. | 441 | $41.5K | 0.02% | +45+11.4% | Added |
| Bayforest Capital Ltd | 524 | $49.3K | 0.05% | −1,560−74.9% | Reduced |