| MV Capital Management, Inc. | 1 | $101 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $101 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $107 | 0.00% | +1 | New |
| Ameriflex Group, Inc. | 2 | $201 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $201 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $201 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $201 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $202 | 0.00% | +2 | New |
| Princeton Global Asset Management LLC | 3 | $302 | 0.00% | +3 | New |
| Frazier Financial Advisors, LLC | 3 | $302 | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $402 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $503 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 5 | $503 | 0.00% | +5 | New |
| TopTier Wealth Management, LLC | 5 | $503 | 0.00% | +5 | New |
| SBI Securities Co., Ltd. | 6 | $603 | 0.00% | +2+50.0% | Added |
| Financial Consulate, Inc | 6 | $604 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $805 | 0.00% | +2+33.3% | Added |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | −575−99.1% | Reduced |
| TD Private Client Wealth LLC | 10 | $1.01K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 11 | $1.11K | 0.00% | +11 | New |
| Atwood & Palmer Inc | 12 | $1.21K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 12 | $1.21K | 0.00% | +2+20.0% | Added |
| Raffa Wealth Management, LLC | 12 | $1.21K | 0.00% | +2+20.0% | Added |
| Bare Financial Services, Inc | 13 | $1.31K | 0.00% | +13 | New |
| Bay Harbor Wealth Management, LLC | 14 | $1.41K | 0.00% | +7+100.0% | Added |
| AdvisorNet Financial, Inc | 15 | $1.51K | 0.00% | +3+25.0% | Added |
| Albion Financial Group | 15 | $1.51K | 0.00% | +15 | New |
| TD Capital Management LLC | 15 | $1.51K | 0.00% | +15 | New |
| Zions Bancorporation, National Association | 16 | $1.61K | 0.00% | +16 | New |
| MidFirst Bank | 16 | $1.61K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $1.61K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $1.71K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 17 | $1.71K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 17 | $1.71K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $1.71K | 0.00% | +1+6.3% | Added |
| Dogwood Wealth Management LLC | 17 | $1.71K | 0.00% | +17 | New |
| Dunhill Financial, LLC | 17 | $1.72K | 0.00% | +16+1,600.0% | Added |
| Transamerica Financial Advisors, Inc. | 18 | $1.81K | 0.00% | +1+5.9% | Added |
| Intentional Wealth Strategies, LLC | 19 | $1.91K | 0.00% | +19 | New |
| Cornerstone Planning Group LLC | 19 | $2.01K | 0.00% | +1+5.6% | Added |
| International Assets Investment Management, LLC | 20 | $2.04K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 24 | $2.41K | 0.00% | +7+41.2% | Added |
| Retirement Wealth Solutions LLC | 25 | $2.52K | 0.00% | +1+4.2% | Added |
| Ares Financial Consulting, LLC | 25 | $2.55K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 28 | $2.82K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 28 | $2.82K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 31 | $3.12K | 0.00% | +31 | New |
| Red Tortoise LLC | 34 | $3.42K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 36 | $3.62K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 41 | $4.12K | 0.00% | −19−31.7% | Reduced |
| Prestige Wealth Management Group LLC | 42 | $4.22K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 43 | $4.33K | 0.00% | +15+53.6% | Added |
| Golden State Equity Partners | 45 | $4.53K | 0.00% | +45 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45 | $4.53K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 46 | $4.63K | 0.00% | −3−6.1% | Reduced |
| Sachetta, LLC | 47 | $4.73K | 0.00% | +17+56.7% | Added |
| Salomon & Ludwin, LLC | 48 | $4.75K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 50 | $5.03K | 0.00% | +31+163.2% | Added |
| High Note Wealth, LLC | 54 | $5.43K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 56 | $5.63K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 58 | $5.83K | 0.00% | +27+87.1% | Added |
| Fortitude Family Office, LLC | 58 | $5.83K | 0.00% | +38+190.0% | Added |
| ORG Wealth Partners, LLC | 60 | $6.03K | 0.00% | +60 | New |
| Basecamp Wealth Advisors LLC | 68 | $6.84K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 74 | $7.44K | 0.00% | +74 | New |
| Private Wealth Management Group, LLC | 76 | $7.64K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 77 | $7.74K | 0.00% | 00.0% | Unchanged |
| Natixis | 87 | $8.75K | 0.00% | −30,937−99.7% | Reduced |
| True Wealth Design, LLC | 87 | $8.75K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 88 | $8.85K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 91 | $9.15K | 0.00% | +13+16.7% | Added |
| Spire Wealth Management | 93 | $9.35K | 0.00% | +1+1.1% | Added |
| Central Trust Co | 95 | $9.55K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $10.1K | 0.00% | −800−88.9% | Reduced |
| Evolution Wealth Management Inc. | 100 | $10.1K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 101 | $10.2K | 0.00% | −203−66.8% | Reduced |
| Atlantic Trust, LLC | 101 | $10.2K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 102 | $10.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 112 | $11.3K | 0.00% | +54+93.1% | Added |
| Keating Financial Advisory Services, Inc. | 115 | $11.6K | 0.00% | −12−9.4% | Reduced |
| JPL Wealth Management, LLC | 116 | $11.7K | 0.00% | +116 | New |
| Fourth Dimension Wealth, LLC | 117 | $11.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 121 | $12.2K | 0.00% | +113+1,412.5% | Added |
| Meeder Asset Management Inc | 124 | $12.5K | 0.00% | −48−27.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 136 | $13.7K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 144 | $14.5K | 0.00% | +144 | New |
| Whittier Trust Co of Nevada Inc | 153 | $15.1K | 0.00% | −31−16.8% | Reduced |
| Assetmark, Inc | 151 | $15.2K | 0.00% | +91+151.7% | Added |
| DT Investment Partners, LLC | 156 | $15.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 170 | $17.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 178 | $17.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 179 | $18.0K | 0.00% | −6−3.2% | Reduced |
| Eurizon Capital SGR S.p.A. | 187 | $18.0K | 0.00% | −16−7.9% | Reduced |
| Rosenberg Matthew Hamilton | 196 | $19.7K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 200 | $20.1K | 0.02% | +200 | New |
| Allworth Financial LP | 208 | $20.9K | 0.00% | +55+35.9% | Added |
| LRI Investments, LLC | 210 | $21.1K | 0.00% | −78−27.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 225 | $22.6K | 0.00% | +225 | New |
| Costello Asset Management, INC | 226 | $22.7K | 0.01% | 00.0% | Unchanged |