| Centerpoint Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 6 | $0 | 0.00% | +6 | New |
| BOK Financial Private Wealth, Inc. | 0 | $3 | 0.00% | 0 | New |
| Frazier Financial Advisors, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Glen Eagle Advisors, LLC | 1 | $27 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $54 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $80 | 0.00% | −1−25.0% | Reduced |
| Mendota Financial Group, LLC | 3 | $80 | 0.00% | +3 | New |
| Trust Co of Vermont | 4 | $107 | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 4 | $113 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 5 | $133 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7 | $186 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 9 | $240 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 12 | $320 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 18 | $479 | 0.00% | +18 | New |
| Harbour Investments, Inc. | 19 | $506 | 0.00% | +6+46.2% | Added |
| Fortis Group Advisors, LLC | 25 | $666 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 26 | $693 | 0.00% | +26 | New |
| Bruce G. Allen Investments, LLC | 28 | $746 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 30 | $803 | 0.00% | +20+200.0% | Added |
| Geneos Wealth Management Inc. | 31 | $826 | 0.00% | +31 | New |
| Semmax Financial Advisors Inc. | 28 | $832 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $1.00K | 0.00% | −2−5.3% | Reduced |
| GW&K Investment Management, LLC | 26 | $1.00K | 0.00% | +26 | New |
| AdvisorNet Financial, Inc | 42 | $1.12K | 0.00% | +5+13.5% | Added |
| Larson Financial Group LLC | 42 | $1.12K | 0.00% | +8+23.5% | Added |
| Central Trust Co | 45 | $1.20K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 57 | $1.52K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 65 | $1.73K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 72 | $1.92K | 0.00% | +37+105.7% | Added |
| SJS Investment Consulting Inc. | 73 | $1.94K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 77 | $2.05K | 0.00% | +77 | New |
| Tucker Asset Management LLC | 78 | $2.08K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 81 | $2.16K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 95 | $2.53K | 0.00% | +95 | New |
| Private Trust Co NA | 99 | $2.64K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 100 | $2.67K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 112 | $2.98K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 130 | $3.46K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 135 | $3.60K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 138 | $3.67K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 140 | $3.73K | 0.00% | −5−3.4% | Reduced |
| Colonial Trust Advisors | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 154 | $4.10K | 0.00% | +145+1,611.1% | Added |
| Bartlett & Co. Wealth Management LLC | 159 | $4.25K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 169 | $4.50K | 0.00% | −2−1.2% | Reduced |
| True Wealth Design, LLC | 184 | $4.90K | 0.00% | +159+636.0% | Added |
| Whittier Trust Co | 186 | $4.95K | 0.00% | −274−59.6% | Reduced |
| Addison Advisors LLC | 200 | $5.33K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 186 | $5.41K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 231 | $6.15K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 235 | $6.26K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 253 | $6.74K | 0.00% | +253 | New |
| Global Financial Private Client, LLC | 255 | $6.79K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 257 | $6.84K | 0.00% | +7+2.8% | Added |
| Park Place Capital Corp | 266 | $7.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 287 | $7.64K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 298 | $7.94K | 0.00% | +28+10.4% | Added |
| Smithfield Trust Co | 312 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 309 | $8.23K | 0.00% | −88−22.2% | Reduced |
| Ashton Thomas Securities, LLC | 324 | $8.63K | 0.00% | +324 | New |
| Jackson, Grant Investment Advisers, Inc. | 340 | $9.05K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 360 | $9.59K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 386 | $10.3K | 0.00% | +23+6.3% | Added |
| Spire Wealth Management | 400 | $10.6K | 0.00% | −7−1.7% | Reduced |
| Zions Bancorporation, N.A. | 430 | $11.5K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 505 | $13.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 509 | $13.6K | 0.00% | +2+0.4% | Added |
| Rothschild Investment LLC | 545 | $14.5K | 0.00% | +25+4.8% | Added |
| Rise Advisors, LLC | 553 | $14.7K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 562 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 569 | $15.0K | 0.00% | +569 | New |
| Huntington National Bank | 599 | $16.0K | 0.00% | +446+291.5% | Added |
| Clear Street Markets LLC | 761 | $20.0K | 0.01% | +760+76,000.0% | Added |
| Close Asset Management Ltd | 800 | $21.0K | 0.00% | +800 | New |
| Ancora Advisors, LLC | 800 | $21.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 826 | $22.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 931 | $24.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 941 | $25.1K | 0.00% | +8+0.9% | Added |
| Cromwell Holdings LLC | 959 | $25.6K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,019 | $27.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,082 | $28.8K | 0.00% | −142−11.6% | Reduced |
| CIBC Private Wealth Group, LLC | 1,106 | $29.5K | 0.00% | +933+539.3% | Added |
| Massmutual Trust Co FSB | 1,197 | $31.9K | 0.00% | +46+4.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,240 | $33.0K | 0.00% | +67+5.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,316 | $35.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,329 | $35.2K | 0.00% | +663+99.5% | Added |
| Skopos Labs, Inc. | 1,446 | $38.5K | 0.01% | +1,446 | New |
| Steward Partners Investment Advisory, LLC | 1,614 | $43.0K | 0.00% | −27−1.6% | Reduced |
| Jones Financial Companies LLLP | 1,658 | $43.9K | 0.00% | +176+11.9% | Added |
| Sentry Investment Management LLC | 1,658 | $44.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,796 | $47.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,812 | $48.3K | 0.00% | −23−1.3% | Reduced |
| Financial Management Professionals, Inc. | 1,991 | $53.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,172 | $57.8K | 0.00% | +785+56.6% | Added |
| Farther Finance Advisors, LLC | 2,479 | $66.0K | 0.00% | +309+14.2% | Added |
| GeoWealth Management, LLC | 2,539 | $67.6K | 0.00% | +2,539 | New |
| Ci Investments Inc. | 2,607 | $69.0K | 0.00% | −671−20.5% | Reduced |
