| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $145 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $145 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $146 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $284 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $291 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $291 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2 | $291 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $291 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2 | $291 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $581 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 5 | $727 | 0.00% | +5 | New |
| Financial Consulate, Inc | 6 | $872 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 7 | $1.02K | 0.00% | +5+250.0% | Added |
| Dogwood Wealth Management LLC | 10 | $1.45K | 0.00% | −7−41.2% | Reduced |
| Toth Financial Advisory Corp | 10 | $1.45K | 0.00% | +10 | New |
| Quaker Wealth Management, LLC | 11 | $1.60K | 0.00% | −1−8.3% | Reduced |
| HFM Investment Advisors, LLC | 11 | $1.60K | 0.00% | +6+120.0% | Added |
| Atwood & Palmer Inc | 12 | $1.74K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $1.74K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 12 | $1.74K | 0.00% | +4+50.0% | Added |
| FWL Investment Management, LLC | 12 | $1.74K | 0.00% | +12 | New |
| Planning Strategies Inc. | 12 | $1.74K | 0.00% | +12 | New |
| Rakuten Securities, Inc. | 15 | $2.18K | 0.00% | +15 | New |
| TD Capital Management LLC | 15 | $2.19K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 16 | $2.33K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16 | $2.33K | 0.00% | +1+6.7% | Added |
| DiNuzzo Private Wealth, Inc. | 16 | $2.33K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 17 | $2.47K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 17 | $2.47K | 0.00% | +1+6.3% | Added |
| Bell Investment Advisors, Inc | 17 | $2.47K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $2.49K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 18 | $2.60K | 0.00% | −1−5.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 18 | $2.62K | 0.00% | +4+28.6% | Added |
| TD Private Client Wealth LLC | 18 | $2.62K | 0.00% | +8+80.0% | Added |
| Signature Equity Partners, LLC | 19 | $2.76K | 0.00% | +2+11.8% | Added |
| International Assets Investment Management, LLC | 20 | $2.83K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 20 | $2.91K | 0.00% | +10+100.0% | Added |
| Transamerica Financial Advisors, Inc. | 22 | $3.20K | 0.00% | +4+22.2% | Added |
| Ares Financial Consulting, LLC | 25 | $3.63K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 25 | $3.63K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 25 | $3.63K | 0.00% | +25 | New |
| Costello Asset Management, INC | 26 | $3.78K | 0.00% | −200−88.5% | Reduced |
| IFP Advisors, Inc | 26 | $3.78K | 0.00% | −15−36.6% | Reduced |
| Webster Bank, N. A. | 28 | $4.07K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 28 | $4.07K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 29 | $4.21K | 0.00% | +29 | New |
| JDM Financial Group LLC | 31 | $4.50K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 31 | $4.50K | 0.00% | +7+29.2% | Added |
| WealthCollab, LLC | 36 | $5.23K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 38 | $5.52K | 0.00% | +21+123.5% | Added |
| Bare Financial Services, Inc | 39 | $5.67K | 0.00% | +26+200.0% | Added |
| Prestige Wealth Management Group LLC | 42 | $6.10K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45 | $6.54K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 48 | $6.80K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 50 | $7.27K | 0.00% | +44+733.3% | Added |
| Downshift Financial, LLC | 50 | $7.27K | 0.00% | +50 | New |
| Sachetta, LLC | 53 | $7.70K | 0.00% | +6+12.8% | Added |
| High Note Wealth, LLC | 54 | $7.85K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 56 | $8.14K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 57 | $8.28K | 0.00% | −1−1.7% | Reduced |
| UMA Financial Services, Inc. | 57 | $8.28K | 0.00% | +14+32.6% | Added |
| Massmutual Trust Co FSB | 60 | $8.72K | 0.00% | −52−46.4% | Reduced |
| ORG Wealth Partners, LLC | 60 | $8.72K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 64 | $9.30K | 0.00% | −10−13.5% | Reduced |
| Action Point Financial Planning, LLC | 68 | $9.30K | 0.00% | +68 | New |
| Basecamp Wealth Advisors LLC | 68 | $9.88K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 70 | $10.2K | 0.00% | +24+52.2% | Added |
| Private Wealth Management Group, LLC | 76 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 77 | $11.2K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 85 | $12.4K | 0.00% | −217−71.9% | Reduced |
| Coastline Trust Co | 88 | $12.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 93 | $13.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 95 | $13.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 97 | $14.1K | 0.00% | −4−4.0% | Reduced |
| Danske Bank A/S | 100 | $14.5K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 100 | $14.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 100 | $14.5K | 0.00% | +9+9.9% | Added |
| Silver Grove Financial Group, Inc. | 100 | $14.5K | 0.01% | +100 | New |
| Atlantic Trust, LLC | 101 | $14.7K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 103 | $15.0K | 0.00% | +1+1.0% | Added |
| Meeder Asset Management Inc | 106 | $15.4K | 0.00% | −18−14.5% | Reduced |
| Fourth Dimension Wealth, LLC | 117 | $17.0K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 118 | $17.1K | 0.00% | +3+2.6% | Added |
| Whittier Trust Co of Nevada Inc | 136 | $18.8K | 0.00% | −17−11.1% | Reduced |
| CVA Family Office, LLC | 132 | $19.2K | 0.00% | +11+9.1% | Added |
| Cherry Tree Wealth Management, LLC | 136 | $19.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 153 | $22.2K | 0.00% | +2+1.3% | Added |
| DT Investment Partners, LLC | 156 | $22.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 170 | $24.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 178 | $25.9K | 0.00% | −32−15.2% | Reduced |
| Key Financial Inc | 178 | $25.9K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 182 | $26.5K | 0.01% | +66+56.9% | Added |
| Eurizon Capital SGR S.p.A. | 187 | $26.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 194 | $28.2K | 0.01% | +107+123.0% | Added |
| Rosenberg Matthew Hamilton | 196 | $28.5K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 200 | $29.1K | 0.02% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 220 | $32.0K | 0.01% | +220 | New |