| Evolution Advisers, Inc. | 8 | $0 | 0.00% | +8 | New |
| Toronto Dominion Bank | 0 | $38 | 0.00% | −57−100.0% | Reduced |
| IMG Wealth Management, Inc. | 1 | $84 | 0.00% | +1 | New |
| Action Point Financial Planning, LLC | 1 | $84 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $122 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $168 | 0.00% | −13−86.7% | Reduced |
| JFS Wealth Advisors, LLC | 2 | $168 | 0.00% | +2 | New |
| Webster Bank, N. A. | 4 | $335 | 0.00% | +4 | New |
| Ankerstar Wealth, LLC | 4 | $335 | 0.00% | +4 | New |
| Trust Co | 5 | $419 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 5 | $419 | 0.00% | +5 | New |
| Quarry LP | 6 | $503 | 0.00% | −36−85.7% | Reduced |
| Harbour Investments, Inc. | 7 | $587 | 0.00% | −4−36.4% | Reduced |
| Cornerstone Planning Group LLC | 8 | $590 | 0.00% | −1−11.1% | Reduced |
| UMA Financial Services, Inc. | 8 | $671 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 8 | $671 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $671 | 0.00% | +8 | New |
| First Command Advisory Services, Inc. | 8 | $671 | 0.00% | +8 | New |
| Financial Network Wealth Advisors LLC | 8 | $671 | 0.00% | +8 | New |
| Signature Equity Partners, LLC | 9 | $755 | 0.00% | −67−88.2% | Reduced |
| Financial Consulate, Inc | 9 | $755 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 10 | $839 | 0.00% | +10 | New |
| First Horizon Corp | 12 | $1.01K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 12 | $1.01K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 13 | $1.09K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 13 | $1.09K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 13 | $1.09K | 0.00% | +1+8.3% | Added |
| Prestige Wealth Management Group LLC | 14 | $1.17K | 0.00% | +8+133.3% | Added |
| Ameritas Advisory Services, LLC | 14 | $1.17K | 0.00% | +14 | New |
| TD Private Client Wealth LLC | 15 | $1.26K | 0.00% | +15 | New |
| SBI Securities Co., Ltd. | 16 | $1.34K | 0.00% | −24−60.0% | Reduced |
| SJS Investment Consulting Inc. | 16 | $1.34K | 0.00% | +14+700.0% | Added |
| JPL Wealth Management, LLC | 17 | $1.43K | 0.00% | +7+70.0% | Added |
| Plante Moran Financial Advisors, LLC | 18 | $1.51K | 0.00% | −312−94.5% | Reduced |
| International Assets Investment Management, LLC | 22 | $1.79K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 26 | $2.21K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 27 | $2.26K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 27 | $2.26K | 0.00% | +23+575.0% | Added |
| Vanguard National Trust Co | 30 | $2.52K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 32 | $2.68K | 0.00% | +24+300.0% | Added |
| Whittier Trust Co of Nevada Inc | 36 | $2.82K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 35 | $2.94K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 39 | $3.00K | 0.00% | +23+143.8% | Added |
| Stone House Investment Management, LLC | 38 | $3.14K | 0.00% | +29+322.2% | Added |
| Key Financial Inc | 40 | $3.35K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 41 | $3.44K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 46 | $3.86K | 0.00% | +17+58.6% | Added |
| Silver Grove Financial Group, Inc. | 50 | $4.19K | 0.00% | +50 | New |
| Whittier Trust Co | 54 | $4.32K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 53 | $4.44K | 0.00% | +33+165.0% | Added |
| Massmutual Trust Co FSB | 56 | $4.70K | 0.00% | −14−20.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 56 | $4.70K | 0.00% | +56 | New |
| Rossby Financial, LCC | 59 | $4.95K | 0.00% | −20−25.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 59 | $4.95K | 0.00% | +1+1.7% | Added |
| Torren Management, LLC | 73 | $6.16K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 75 | $6.29K | 0.00% | +2+2.7% | Added |
| High Note Wealth, LLC | 77 | $6.46K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 84 | $7.04K | 0.00% | +84 | New |
| Westside Investment Management, Inc. | 99 | $8.30K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 106 | $8.89K | 0.00% | −18−14.5% | Reduced |
| Central Trust Co | 106 | $8.89K | 0.00% | −34−24.3% | Reduced |
| Bell Investment Advisors, Inc | 107 | $8.97K | 0.00% | +15+16.3% | Added |
| Founders Capital Management | 112 | $9.39K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 116 | $9.73K | 0.00% | +12+11.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 118 | $9.89K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 120 | $10.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 141 | $11.8K | 0.00% | +140+14,000.0% | Added |
| Essential Partners LLC | 146 | $12.2K | 0.01% | −255−63.6% | Reduced |
| Ares Financial Consulting, LLC | 152 | $12.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 165 | $13.8K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 178 | $14.9K | 0.00% | +1+0.6% | Added |
| Umb Bank N A | 190 | $15.9K | 0.00% | +153+413.5% | Added |
| Danske Bank A/S | 200 | $16.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 200 | $16.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 225 | $18.9K | 0.00% | −186−45.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 233 | $19.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 236 | $19.8K | 0.00% | +1+0.4% | Added |
| WealthCollab, LLC | 236 | $19.8K | 0.01% | −69−22.6% | Reduced |
| Fourth Dimension Wealth, LLC | 246 | $20.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 259 | $21.7K | 0.00% | +46+21.6% | Added |
| Salomon & Ludwin, LLC | 277 | $22.6K | 0.00% | +48+21.0% | Added |
| Bare Financial Services, Inc | 284 | $23.8K | 0.01% | +126+79.7% | Added |
| Ronald Blue Trust, Inc. | 336 | $28.2K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 342 | $28.7K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 380 | $31.9K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 389 | $32.8K | 0.00% | +78+25.1% | Added |
| Rothschild Investment LLC | 397 | $33.3K | 0.00% | +170+74.9% | Added |
| Kemnay Advisory Services Inc. | 446 | $37.4K | 0.00% | −58−11.5% | Reduced |
| EverSource Wealth Advisors, LLC | 509 | $42.7K | 0.00% | −440−46.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 527 | $44.2K | 0.00% | −4,017−88.4% | Reduced |
| Signaturefd, LLC | 543 | $45.5K | 0.00% | −148−21.4% | Reduced |
| Jones Financial Companies LLLP | 546 | $46.5K | 0.00% | +234+75.0% | Added |
| Gen-Wealth Partners Inc | 570 | $47.8K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 589 | $49.4K | 0.00% | +589 | New |
| IFP Advisors, Inc | 616 | $51.7K | 0.00% | +545+767.6% | Added |
| Smartleaf Asset Management LLC | 666 | $56.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 730 | $61.2K | 0.00% | −44−5.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 750 | $62.9K | 0.01% | −750−50.0% | Reduced |
| Harbor Capital Advisors, Inc. | 897 | $75.0K | 0.01% | −72−7.4% | Reduced |
| Nomura Asset Management Co Ltd | 950 | $79.7K | 0.00% | −400−29.6% | Reduced |
