| Dunhill Financial, LLC | 1 | $88 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $143 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $144 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $287 | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 3 | $431 | 0.00% | −22−88.0% | Reduced |
| Valued Wealth Advisors LLC | 3 | $436 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $575 | 0.00% | −2−33.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $575 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $575 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $575 | 0.00% | +3+300.0% | Added |
| WPG Advisers, LLC | 5 | $719 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $719 | 0.00% | +4+400.0% | Added |
| SBI Securities Co., Ltd. | 5 | $719 | 0.00% | +5 | New |
| Keating Financial Advisory Services, Inc. | 5 | $719 | 0.00% | +5 | New |
| Fortitude Family Office, LLC | 6 | $862 | 0.00% | −72−92.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 6 | $862 | 0.00% | −2−25.0% | Reduced |
| Ares Financial Consulting, LLC | 6 | $862 | 0.00% | +6 | New |
| Avion Wealth | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 4 | $1.00K | 0.00% | +4 | New |
| Rossby Financial, LCC | 7 | $1.01K | 0.00% | +7 | New |
| MidFirst Bank | 7 | $1.01K | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 8 | $1.15K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 8 | $1.15K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 9 | $1.29K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $1.44K | 0.00% | +3+42.9% | Added |
| Prestige Wealth Management Group LLC | 11 | $1.58K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 11 | $1.58K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 13 | $1.87K | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 15 | $2.16K | 0.00% | −4−21.1% | Reduced |
| Basecamp Wealth Advisors LLC | 15 | $2.16K | 0.00% | +15 | New |
| MPWM Advisory Solutions, LLC | 16 | $2.30K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 16 | $2.30K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16 | $2.30K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 16 | $2.36K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 16 | $2.43K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $2.44K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 17 | $2.44K | 0.00% | +17 | New |
| International Assets Investment Management, LLC | 17 | $2.44K | 0.00% | +17 | New |
| Sound Income Strategies, LLC | 16 | $2.46K | 0.00% | +16 | New |
| TD Private Client Wealth LLC | 19 | $2.73K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 18 | $2.85K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $3.02K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 22 | $3.16K | 0.00% | +22 | New |
| Concord Wealth Partners | 23 | $3.31K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 23 | $3.31K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 24 | $3.45K | 0.00% | +24 | New |
| Bogart Wealth, LLC | 25 | $3.59K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 26 | $3.74K | 0.00% | +26 | New |
| Entrust Financial LLC | 27 | $3.88K | 0.00% | +27 | New |
| Farmers & Merchants Investments Inc | 29 | $4.17K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 29 | $4.17K | 0.00% | +21+262.5% | Added |
| City State Bank | 30 | $4.31K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 34 | $4.89K | 0.00% | +31+1,033.3% | Added |
| Solstein Capital, LLC | 36 | $5.17K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 40 | $5.75K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 41 | $5.89K | 0.00% | +41 | New |
| Cape Investment Advisory, Inc. | 44 | $6.32K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 44 | $6.36K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 49 | $7.04K | 0.00% | +49 | New |
| Align Financial, LLC | 7,041 | $7.04K | 0.00% | +7,041 | New |
| Frazier Financial Advisors, LLC | 49 | $7.04K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 50 | $7.21K | 0.00% | −95−65.5% | Reduced |
| Rocky Mountain Advisers, LLC | 54 | $7.76K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 58 | $8.42K | 0.00% | −79−57.7% | Reduced |
| Root Financial Partners, LLC | 61 | $8.77K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 68 | $9.77K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 69 | $9.91K | 0.00% | −139−66.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 69 | $9.91K | 0.00% | +69 | New |
| SageView Advisory Group, LLC | 71 | $10.2K | 0.00% | +71 | New |
| Torren Management, LLC | 73 | $10.5K | 0.01% | +73 | New |
| Red Tortoise LLC | 75 | $10.8K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 77 | $11.1K | 0.00% | −241−75.8% | Reduced |
| Hughes Financial Services, LLC | 84 | $12.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 83 | $12.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 88 | $12.6K | 0.00% | +72+450.0% | Added |
| Eastern Bank | 95 | $13.7K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 96 | $13.8K | 0.00% | +20+26.3% | Added |
| Central Trust Co | 100 | $14.4K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $14.4K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 0 | $14.4K | 0.01% | −100−100.0% | Reduced |
| Cornerstone Planning Group LLC | 99 | $15.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 111 | $16.0K | 0.00% | +42+60.9% | Added |
| Whittier Trust Co | 108 | $16.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 112 | $16.1K | 0.00% | −12−9.7% | Reduced |
| IFP Advisors, Inc | 114 | $16.4K | 0.00% | +85+293.1% | Added |
| Colonial Trust Co | 115 | $16.5K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 120 | $17.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 126 | $18.1K | 0.00% | +1+0.8% | Added |
| Rothschild Investment LLC | 132 | $19.0K | 0.00% | +118+842.9% | Added |
| First Command Advisory Services, Inc. | 134 | $19.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 135 | $19.4K | 0.00% | +55+68.8% | Added |
| Los Angeles Capital Management LLC | 171 | $21.4K | 0.00% | +171 | New |
| South State Corp. | 150 | $21.6K | 0.00% | −54−26.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 171 | $25.1K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 175 | $25.1K | 0.01% | +152+660.9% | Added |
| Massmutual Trust Co FSB | 177 | $25.4K | 0.00% | +47+36.2% | Added |
| CBIZ Investment Advisory Services, LLC | 186 | $26.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 186 | $26.7K | 0.00% | +186 | New |
| Global Retirement Partners, LLC | 189 | $27.2K | 0.00% | +144+320.0% | Added |
| MAI Capital Management | 197 | $28.3K | 0.00% | +33+20.1% | Added |