| Ogorek Anthony Joseph | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 0 | $69 | 0.00% | 0 | Unchanged |
| Addison Advisors LLC | 1 | $142 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $208 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $208 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 1 | $208 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $208 | 0.00% | +1 | New |
| Binnacle Investments Inc | 1 | $208 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $209 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $280 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $416 | 0.00% | −1−33.3% | Reduced |
| NVWM, LLC | 2 | $416 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 2 | $416 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 2 | $416 | 0.00% | +2 | New |
| UMA Financial Services, Inc. | 2 | $417 | 0.00% | −19−90.5% | Reduced |
| Quaker Wealth Management, LLC | 2 | $417 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2 | $417 | 0.00% | +2 | New |
| Winnow Wealth LLC | 2 | $418 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 3 | $624 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $624 | 0.00% | +3 | New |
| TFC Financial Management | 3 | $625 | 0.00% | −3−50.0% | Reduced |
| Rialto Wealth Management, LLC | 3 | $625 | 0.00% | +1+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $832 | 0.00% | +1+33.3% | Added |
| Creative Financial Designs Inc | 4 | $833 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 4 | $833 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 4 | $833 | 0.00% | +4 | New |
| ORG Partners LLC | 4 | $834 | 0.00% | −3−42.9% | Reduced |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $1.25K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 6 | $1.25K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.36K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $1.46K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 7 | $1.46K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $1.46K | 0.00% | +2+40.0% | Added |
| Raffa Wealth Management, LLC | 8 | $1.67K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 8 | $1.67K | 0.00% | +8 | New |
| Atlantic Trust, LLC | 8 | $1.67K | 0.00% | −3−27.3% | Reduced |
| Bell Investment Advisors, Inc | 8 | $1.67K | 0.00% | −2−20.0% | Reduced |
| TD Capital Management LLC | 8 | $1.68K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 13 | $1.83K | 0.00% | −17−56.7% | Reduced |
| Financial Management Professionals, Inc. | 10 | $2.08K | 0.00% | −12−54.5% | Reduced |
| Howard Hughes Medical Institute | 10 | $2.08K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 10 | $2.08K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $2.08K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $2.29K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 11 | $2.29K | 0.00% | +11 | New |
| Millstone Evans Group, LLC | 12 | $2.50K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 12 | $2.50K | 0.00% | +3+33.3% | Added |
| Heartwood Wealth Advisors LLC | 12 | $2.50K | 0.00% | +12 | New |
| JPL Wealth Management, LLC | 12 | $2.50K | 0.00% | +12 | New |
| Kilter Group LLC | 13 | $2.71K | 0.00% | −15−53.6% | Reduced |
| 1 North Wealth Services LLC | 13 | $2.71K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14 | $2.91K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $2.91K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $3.12K | 0.00% | −2−11.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 15 | $3.12K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $3.12K | 0.00% | +11+275.0% | Added |
| SJS Investment Consulting Inc. | 16 | $3.33K | 0.00% | +12+300.0% | Added |
| IFP Advisors, Inc | 18 | $3.75K | 0.00% | −37−67.3% | Reduced |
| Delta Asset Management LLC | 18 | $3.78K | 0.00% | +18 | New |
| Rosenberg Matthew Hamilton | 19 | $3.96K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 19 | $3.96K | 0.00% | +1+5.6% | Added |
| GW&K Investment Management, LLC | 21 | $4.00K | 0.00% | −1−4.5% | Reduced |
| Webster Bank, N. A. | 20 | $4.16K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 20 | $4.16K | 0.00% | +20 | New |
| TD Waterhouse Canada Inc. | 21 | $4.18K | 0.00% | +21 | New |
| Rakuten Securities, Inc. | 21 | $4.37K | 0.00% | −2−8.7% | Reduced |
| Private Wealth Management Group, LLC | 21 | $4.37K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 21 | $4.37K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 21 | $4.38K | 0.00% | +1+5.0% | Added |
| Country Trust Bank | 22 | $4.58K | 0.00% | −1−4.3% | Reduced |
| TD Private Client Wealth LLC | 24 | $5.00K | 0.00% | +3+14.3% | Added |
| Horizon Financial Services, LLC | 25 | $5.20K | 0.00% | +25 | New |
| N.E.W. Advisory Services LLC | 26 | $5.41K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 26 | $5.41K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 29 | $5.85K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 30 | $6.24K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 30 | $6.25K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $6.45K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 32 | $6.46K | 0.00% | −12−27.3% | Reduced |
| Wealth Preservation Advisors, LLC | 32 | $6.66K | 0.00% | +6+23.1% | Added |
| Cloud Capital Management, LLC | 38 | $7.00K | 0.00% | +38 | New |
| Eastern Bank | 39 | $8.12K | 0.00% | +39 | New |
| Virtus ETF Advisers LLC | 41 | $8.53K | 0.00% | −359−89.8% | Reduced |
| Rise Advisors, LLC | 44 | $9.13K | 0.00% | +2+4.8% | Added |
| Salomon & Ludwin, LLC | 46 | $9.29K | 0.00% | +46 | New |
| Medallion Wealth Advisors, LLC | 50 | $10.4K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 50 | $10.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 50 | $10.5K | 0.00% | +30+150.0% | Added |
| Financial Freedom, LLC | 52 | $10.8K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 53 | $11.0K | 0.00% | −7−11.7% | Reduced |
| Spire Wealth Management | 58 | $12.1K | 0.00% | −348−85.7% | Reduced |
| MAI Capital Management | 63 | $13.1K | 0.00% | +9+16.7% | Added |
| Armstrong Advisory Group, Inc | 63 | $13.1K | 0.00% | −6−8.7% | Reduced |
| Rossby Financial, LCC | 67 | $13.3K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 65 | $13.5K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 65 | $13.5K | 0.00% | +65 | New |
| Clearstead Advisors, LLC | 67 | $13.9K | 0.00% | 00.0% | Unchanged |