| True Wealth Design, LLC | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $167 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $250 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $250 | 0.00% | +3 | New |
| Nalls Sherbakoff Group, LLC | 4 | $334 | 0.00% | −3−42.9% | Reduced |
| SJS Investment Consulting Inc. | 4 | $334 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $416 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 5 | $417 | 0.00% | +5 | New |
| Vima LLC | 6 | $499 | 0.00% | +6 | New |
| Johnson Financial Group, Inc. | 6 | $500 | 0.00% | +6 | New |
| Whittier Trust Co | 7 | $582 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $583 | 0.00% | +7 | New |
| Coppell Advisory Solutions LLC | 8 | $666 | 0.00% | +8 | New |
| Winthrop Capital Management, LLC | 8 | $666 | 0.00% | +8 | New |
| Hobbs Group Advisors, LLC | 100 | $667 | 0.00% | +100 | New |
| Wolff Wiese Magana LLC | 10 | $833 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 10 | $833 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $833 | 0.00% | +10 | New |
| NBC Securities, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 20 | $1.67K | 0.00% | +20 | New |
| Albion Financial Group | 20 | $1.67K | 0.00% | −500−96.2% | Reduced |
| Delos Wealth Advisors, LLC | 20 | $1.67K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 22 | $1.83K | 0.00% | +5+29.4% | Added |
| Iron Horse Wealth Management, LLC | 22 | $1.83K | 0.00% | +17+340.0% | Added |
| Raffa Wealth Management, LLC | 23 | $1.92K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 25 | $2.08K | 0.00% | +25 | New |
| Wiser Advisor Group LLC | 25 | $2.08K | 0.00% | +25 | New |
| Smartleaf Asset Management LLC | 25 | $2.12K | 0.00% | +25 | New |
| Tradewinds Capital Management, LLC | 30 | $2.50K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 30 | $2.50K | 0.00% | +30 | New |
| Venturi Wealth Management, LLC | 32 | $2.67K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 33 | $2.75K | 0.00% | +33 | New |
| PayPay Securities Corp | 33 | $2.80K | 0.14% | +10+43.5% | Added |
| Versant Capital Management, Inc | 35 | $2.91K | 0.00% | +5+16.7% | Added |
| Signature Resources Capital Management, LLC | 35 | $2.91K | 0.00% | +35 | New |
| Planning Capital Management Corp | 35 | $2.92K | 0.00% | +35 | New |
| Vermillion & White Wealth Management Group, LLC | 36 | $3.00K | 0.00% | +36 | New |
| Providence Capital Advisors, LLC | 40 | $3.33K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 40 | $3.33K | 0.00% | +4+11.1% | Added |
| Tidemark, LLC | 40 | $3.33K | 0.00% | +40 | New |
| Laurel Wealth Advisors LLC | 40 | $3.33K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 42 | $3.50K | 0.00% | +42 | New |
| Parkside Financial Bank & Trust | 47 | $3.91K | 0.00% | −114−70.8% | Reduced |
| Hall Laurie J Trustee | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 45 | $4.00K | 0.00% | +10+28.6% | Added |
| Clear Point Advisors Inc. | 49 | $4.08K | 0.00% | +49 | New |
| Central Trust Co | 50 | $4.16K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $4.16K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 50 | $4.16K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 51 | $4.25K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 53 | $4.41K | 0.00% | −170−76.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 53 | $4.41K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 55 | $4.58K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 57 | $4.75K | 0.00% | +3+5.6% | Added |
| Huntington National Bank | 59 | $4.91K | 0.00% | −136−69.7% | Reduced |
| Central Bank & Trust Co | 65 | $5.41K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 65 | $5.41K | 0.00% | +65 | New |
| Core Alternative Capital | 67 | $5.58K | 0.00% | −17−20.2% | Reduced |
| Hollencrest Capital Management | 71 | $5.91K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 77 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 75 | $6.25K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 75 | $6.25K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 80 | $6.66K | 0.00% | +4+5.3% | Added |
| Loomis Sayles & Co L P | 87 | $7.00K | 0.00% | −40−31.5% | Reduced |
| Quarry LP | 91 | $7.58K | 0.00% | +91 | New |
| Psagot Value Holdings Ltd. / (Israel) | 91 | $8.00K | 0.00% | +11+13.8% | Added |
| Cape Investment Advisory, Inc. | 98 | $8.16K | 0.00% | +48+96.0% | Added |
| Plante Moran Financial Advisors, LLC | 100 | $8.33K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 100 | $8.33K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $8.33K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $8.33K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $8.33K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $8.33K | 0.00% | +100 | New |
| Park Place Capital Corp | 106 | $8.83K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 108 | $8.99K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 115 | $9.57K | 0.00% | +27+30.7% | Added |
| WealthCollab, LLC | 117 | $9.74K | 0.01% | +117 | New |
| Fifth Third Bancorp | 120 | $9.99K | 0.00% | +108+900.0% | Added |
| WFA Asset Management Corp | 120 | $9.99K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 125 | $10.0K | 0.00% | +95+316.7% | Added |
| C M Bidwell & Associates Ltd | 121 | $10.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 121 | $10.1K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 124 | $10.3K | 0.00% | +124 | New |
| Hillsdale Investment Management Inc. | 125 | $10.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 125 | $10.4K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 125 | $10.4K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 125 | $10.4K | 0.01% | +125 | New |
| Spire Wealth Management | 144 | $11.7K | 0.00% | +129+860.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 150 | $12.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 164 | $13.7K | 0.00% | +25+18.0% | Added |
| Cohen & Steers, Inc. | 174 | $14.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 173 | $14.4K | 0.00% | +65+60.2% | Added |
| New Millennium Group LLC | 197 | $16.4K | 0.01% | −22−10.0% | Reduced |
| HM Payson & Co | 200 | $16.7K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 199 | $16.9K | 0.00% | +199 | New |
| Ronald Blue Trust, Inc. | 270 | $17.0K | 0.00% | +249+1,185.7% | Added |
| Liberty One Investment Management, LLC | 211 | $17.6K | 0.00% | +68+47.6% | Added |