| MV Capital Management, Inc. | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $97 | 0.00% | +1 | New |
| Essential Partners LLC | 2 | $168 | 0.00% | −50−96.2% | Reduced |
| Ameriflex Group, Inc. | 2 | $168 | 0.00% | −2−50.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $337 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $337 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $421 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $505 | 0.00% | −1−14.3% | Reduced |
| Financial Consulate, Inc | 6 | $505 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $588 | 0.00% | +2+40.0% | Added |
| CVA Family Office, LLC | 8 | $673 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $841 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $841 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10 | $841 | 0.00% | +4+66.7% | Added |
| Optima Capital LLC | 10 | $841 | 0.00% | +10 | New |
| Quaker Wealth Management, LLC | 10 | $842 | 0.00% | +2+25.0% | Added |
| Atwood & Palmer Inc | 12 | $1.01K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $1.01K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 13 | $1.09K | 0.00% | +13 | New |
| Bayforest Capital Ltd | 15 | $1.26K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $1.35K | 0.00% | −1−5.9% | Reduced |
| Rialto Wealth Management, LLC | 16 | $1.35K | 0.00% | +1+6.7% | Added |
| Transamerica Financial Advisors, Inc. | 17 | $1.43K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $1.43K | 0.00% | +1+6.3% | Added |
| Signature Equity Partners, LLC | 17 | $1.43K | 0.00% | +17 | New |
| Sunrise Financial Services, LLC | 17 | $1.43K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 17 | $1.43K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 19 | $1.60K | 0.00% | −13−40.6% | Reduced |
| Fortitude Family Office, LLC | 20 | $1.68K | 0.00% | −3−13.0% | Reduced |
| International Assets Investment Management, LLC | 20 | $1.68K | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 18 | $1.70K | 0.00% | −64−78.0% | Reduced |
| Retirement Wealth Solutions LLC | 24 | $2.02K | 0.00% | +4+20.0% | Added |
| Your Advocates Ltd., LLP | 25 | $2.10K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 25 | $2.10K | 0.00% | +25 | New |
| Webster Bank, N. A. | 28 | $2.36K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 28 | $2.36K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 28 | $2.36K | 0.00% | +13+86.7% | Added |
| Sachetta, LLC | 30 | $2.52K | 0.00% | −29−49.2% | Reduced |
| Rothschild Investment LLC | 31 | $2.61K | 0.00% | +20+181.8% | Added |
| Elyxium Wealth, LLC | 32 | $2.69K | 0.00% | +32 | New |
| Red Tortoise LLC | 34 | $2.86K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 36 | $3.03K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 42 | $3.53K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45 | $3.88K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 49 | $4.12K | 0.00% | +49 | New |
| CIBC Private Wealth Group, LLC | 50 | $4.21K | 0.00% | +49+4,900.0% | Added |
| Salomon & Ludwin, LLC | 48 | $4.24K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 54 | $4.54K | 0.00% | +28+107.7% | Added |
| Harbour Investments, Inc. | 56 | $4.69K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 56 | $4.71K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 58 | $4.88K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 60 | $5.05K | 0.00% | −8−11.8% | Reduced |
| Assetmark, Inc | 60 | $5.05K | 0.00% | +21+53.8% | Added |
| CBIZ Investment Advisory Services, LLC | 62 | $5.22K | 0.00% | +62 | New |
| Basecamp Wealth Advisors LLC | 68 | $5.72K | 0.00% | +68 | New |
| Private Wealth Management Group, LLC | 76 | $6.39K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 77 | $6.48K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 78 | $6.56K | 0.00% | +78 | New |
| ORG Partners LLC | 82 | $6.90K | 0.00% | +22+36.7% | Added |
| True Wealth Design, LLC | 87 | $7.32K | 0.00% | +7+8.8% | Added |
| Coastline Trust Co | 88 | $7.40K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 92 | $7.74K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 95 | $7.99K | 0.00% | −3−3.1% | Reduced |
| Evolution Wealth Management Inc. | 100 | $8.41K | 0.01% | +100 | New |
| Atlantic Trust, LLC | 101 | $8.50K | 0.00% | +31+44.3% | Added |
| Rossby Financial, LCC | 102 | $8.58K | 0.00% | +4+4.1% | Added |
| Global Retirement Partners, LLC | 115 | $9.68K | 0.00% | +12+11.7% | Added |
| Fourth Dimension Wealth, LLC | 117 | $9.84K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 127 | $10.7K | 0.00% | +127 | New |
| Cherry Tree Wealth Management, LLC | 136 | $11.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 153 | $12.9K | 0.00% | +12+8.5% | Added |
| DT Investment Partners, LLC | 156 | $13.1K | 0.00% | 00.0% | Unchanged |
| City State Bank | 170 | $14.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 172 | $14.5K | 0.00% | +172 | New |
| Key Financial Inc | 178 | $15.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 185 | $15.6K | 0.00% | +7+3.9% | Added |
| SageView Advisory Group, LLC | 189 | $15.9K | 0.00% | +189 | New |
| Rosenberg Matthew Hamilton | 196 | $16.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 184 | $16.7K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 203 | $17.1K | 0.00% | +203 | New |
| Costello Asset Management, INC | 226 | $19.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 246 | $21.2K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 256 | $21.5K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 275 | $23.2K | 0.00% | +38+16.0% | Added |
| Los Angeles Capital Management LLC | 302 | $23.8K | 0.00% | +302 | New |
| JFS Wealth Advisors, LLC | 283 | $23.8K | 0.00% | +23+8.8% | Added |
| Umb Bank N A | 288 | $24.2K | 0.00% | −208−41.9% | Reduced |
| LRI Investments, LLC | 288 | $24.2K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 300 | $25.2K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 304 | $25.6K | 0.00% | +172+130.3% | Added |
| Eastern Bank | 324 | $27.3K | 0.00% | +324 | New |
| Parkside Financial Bank & Trust | 325 | $27.3K | 0.00% | +52+19.0% | Added |
| V-Square Quantitative Management LLC | 364 | $30.6K | 0.00% | +364 | New |
| SJS Investment Consulting Inc. | 369 | $31.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 383 | $32.2K | 0.00% | +63+19.7% | Added |
| Atlantic Private Wealth, LLC | 502 | $42.3K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 551 | $46.4K | 0.00% | +28+5.4% | Added |
| CoreCap Advisors, LLC | 593 | $49.9K | 0.00% | −77−11.5% | Reduced |
| Larson Financial Group LLC | 633 | $53.3K | 0.00% | +457+259.7% | Added |
| Nomura Asset Management Co Ltd | 640 | $53.8K | 0.00% | 00.0% | Unchanged |