| Parkside Financial Bank & Trust | 120 | $18.4K | 0.00% | +1+0.8% | Added |
| Financial Perspectives, Inc | 118 | $18.2K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 118 | $18.1K | 0.00% | +23+24.2% | Added |
| Private Trust Co NA | 110 | $16.9K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 101 | $15.6K | 0.00% | −8−7.3% | Reduced |
| ORG Wealth Partners, LLC | 100 | $15.3K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 93 | $14.3K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 90 | $13.8K | 0.00% | +5+5.9% | Added |
| CoreCap Advisors, LLC | 85 | $13.0K | 0.00% | −17−16.7% | Reduced |
| WealthCollab, LLC | 82 | $12.6K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 80 | $12.3K | 0.00% | +2+2.6% | Added |
| Highline Wealth Partners LLC | 79 | $12.1K | 0.00% | +73+1,216.7% | Added |
| Abound Wealth Management | 79 | $12.1K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 75 | $11.5K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 65 | $9.98K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 62 | $9.52K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $8.29K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 50 | $7.67K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 50 | $7.67K | 0.00% | +38+316.7% | Added |
| JFS Wealth Advisors, LLC | 48 | $7.37K | 0.00% | +3+6.7% | Added |
| Bell Investment Advisors, Inc | 47 | $7.21K | 0.00% | −26−35.6% | Reduced |
| Salomon & Ludwin, LLC | 46 | $6.66K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 38 | $5.83K | 0.00% | +38 | New |
| Signature Equity Partners, LLC | 37 | $5.67K | 0.00% | −1−2.6% | Reduced |
| Larson Financial Group LLC | 36 | $5.58K | 0.00% | +12+50.0% | Added |
| Keating Financial Advisory Services, Inc. | 35 | $5.37K | 0.00% | −9−20.5% | Reduced |
| Atlantic Trust, LLC | 34 | $5.22K | 0.00% | +12+54.5% | Added |
| Park Place Capital Corp | 34 | $5.22K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 34 | $5.22K | 0.00% | +6+21.4% | Added |
| Plato Investment Management Ltd | 33 | $5.04K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 31 | $4.76K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 30 | $4.60K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $3.84K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 25 | $3.84K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 25 | $3.84K | 0.00% | +3+13.6% | Added |
| Financial Network Wealth Advisors LLC | 24 | $3.68K | 0.00% | +6+33.3% | Added |
| Creative Capital Management Investments LLC | 24 | $3.68K | 0.00% | +24 | New |
| St. Johns Investment Management Company, LLC | 23 | $3.53K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 22 | $3.38K | 0.00% | −4−15.4% | Reduced |
| Mather Group, LLC. | 22 | $3.38K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 22 | $3.38K | 0.00% | +22 | New |
| Valley National Advisers Inc | 21 | $3.24K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 21 | $3.22K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 21 | $3.22K | 0.00% | +21 | New |
| TD Capital Management LLC | 20 | $3.09K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 20 | $3.07K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 20 | $3.07K | 0.00% | +20 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $3.07K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 20 | $3.06K | 0.00% | −20−50.0% | Reduced |
| First Horizon Corp | 19 | $2.92K | 0.00% | −10−34.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 18 | $2.76K | 0.00% | −4−18.2% | Reduced |
| Retirement Wealth Solutions LLC | 18 | $2.76K | 0.00% | +9+100.0% | Added |
| Manchester Capital Management LLC | 17 | $2.61K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 17 | $2.61K | 0.00% | +7+70.0% | Added |
| Torren Management, LLC | 16 | $2.52K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 16 | $2.46K | 0.00% | +16 | New |
| Granite FO LLC | 16 | $2.46K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $2.46K | 0.00% | +4+33.3% | Added |
| Toth Financial Advisory Corp | 16 | $2.46K | 0.00% | +16 | New |
| Silver Grove Financial Group, Inc. | 16 | $2.46K | 0.00% | +16 | New |
| JPL Wealth Management, LLC | 15 | $2.30K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 14 | $2.15K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $2.15K | 0.00% | +2+16.7% | Added |
| Elevated Capital Advisors, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 13 | $2.00K | 0.00% | +13 | New |
| Whittier Trust Co of Nevada Inc | 13 | $1.84K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $1.69K | 0.00% | −4−26.7% | Reduced |
| Group One Trading, L.P. | 10 | $1.53K | 0.00% | −695−98.6% | Reduced |
| South State Corp. | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $1.53K | 0.00% | +1+11.1% | Added |
| HFM Investment Advisors, LLC | 10 | $1.53K | 0.00% | +5+100.0% | Added |
| Advocate Investing Services LLC | 9 | $1.38K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 9 | $1.30K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8 | $1.23K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 8 | $1.23K | 0.00% | +2+33.3% | Added |
| Trifecta Capital Advisors, LLC | 8 | $1.23K | 0.00% | +8 | New |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $1.07K | 0.00% | −235−97.1% | Reduced |
| Private Wealth Management Group, LLC | 6 | $921 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $921 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $768 | 0.00% | +2+66.7% | Added |
| SBI Securities Co., Ltd. | 5 | $767 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 4 | $614 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 4 | $595 | 0.00% | −4−50.0% | Reduced |
| Planning Strategies Inc. | 3 | $460 | 0.00% | +3 | New |
| IMA Wealth, Inc. | 2 | $307 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $290 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $205 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $154 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $154 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 1 | $153 | 0.00% | −2−66.7% | Reduced |
| TIAA Wealth Investment Management LLC | 1 | $153 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $153 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $153 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $153 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Coppell Advisory Solutions LLC | 60 | – | – | +60 | New |
| Bahl & Gaynor Inc | 0 | $0 | 0.00% | −57,666−100.0% | Sold out |