| Cornerstone Planning Group LLC | 1 | $70 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $75 | 0.00% | −2−66.7% | Reduced |
| Strategic Advocates LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $90 | 0.00% | +1 | New |
| Signature Resources Capital Management, LLC | 2 | $151 | 0.00% | +2 | New |
| UMA Financial Services, Inc. | 3 | $226 | 0.00% | −4−57.1% | Reduced |
| Abound Wealth Management | 3 | $226 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3 | $226 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 4 | $302 | 0.00% | +4 | New |
| Larson Financial Group LLC | 5 | $376 | 0.00% | 00.0% | Unchanged |
| Trust Co | 5 | $376 | 0.00% | +5 | New |
| TD Capital Management LLC | 6 | $452 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 7 | $527 | 0.00% | −3−30.0% | Reduced |
| Sachetta, LLC | 7 | $527 | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 7 | $527 | 0.00% | +7 | New |
| Ankerstar Wealth, LLC | 7 | $527 | 0.00% | +7 | New |
| Marquette Asset Management, LLC | 8 | $603 | 0.00% | +8 | New |
| Rakuten Securities, Inc. | 10 | $753 | 0.00% | −139−93.3% | Reduced |
| Rialto Wealth Management, LLC | 10 | $753 | 0.00% | −1−9.1% | Reduced |
| Bruce G. Allen Investments, LLC | 10 | $753 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $828 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 12 | $903 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $903 | 0.00% | +3+33.3% | Added |
| Sunbelt Securities, Inc. | 13 | $978 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 16 | $1.20K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 16 | $1.20K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 18 | $1.36K | 0.00% | +4+28.6% | Added |
| MAI Capital Management | 19 | $1.43K | 0.00% | −5−20.8% | Reduced |
| Bell Investment Advisors, Inc | 20 | $1.51K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 20 | $1.51K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 21 | $1.58K | 0.00% | −1−4.5% | Reduced |
| Turning Point Benefit Group, Inc. | 23 | $1.73K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 23 | $1.73K | 0.00% | −484−95.5% | Reduced |
| SBI Securities Co., Ltd. | 26 | $1.96K | 0.00% | −6−18.8% | Reduced |
| Farmers & Merchants Investments Inc | 31 | $2.33K | 0.00% | −3−8.8% | Reduced |
| Picton Mahoney Asset Management | 32 | $2.41K | 0.00% | −10,627−99.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 39 | $2.94K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $3.16K | 0.00% | +2+5.0% | Added |
| WPG Advisers, LLC | 44 | $3.31K | 0.00% | +27+158.8% | Added |
| Colonial Trust Co | 45 | $3.36K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 57 | $4.29K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 62 | $4.67K | 0.00% | +22+55.0% | Added |
| C M Bidwell & Associates Ltd | 64 | $4.82K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 65 | $4.89K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 69 | $5.19K | 0.00% | +21+43.8% | Added |
| Red Tortoise LLC | 75 | $5.64K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 80 | $6.02K | 0.00% | +80 | New |
| Private Wealth Management Group, LLC | 89 | $6.70K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 85 | $6.87K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $7.53K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 101 | $7.60K | 0.00% | +101 | New |
| WealthCollab, LLC | 109 | $8.20K | 0.00% | +21+23.9% | Added |
| Optiver Holding B.V. | 111 | $8.35K | 0.00% | −138−55.4% | Reduced |
| Rothschild Investment LLC | 112 | $8.43K | 0.00% | +7+6.7% | Added |
| JFS Wealth Advisors, LLC | 117 | $8.81K | 0.00% | +33+39.3% | Added |
| Allworth Financial LP | 117 | $8.81K | 0.00% | +41+53.9% | Added |
| Hantz Financial Services, Inc. | 134 | $10.0K | 0.00% | −54−28.7% | Reduced |
| AdvisorNet Financial, Inc | 147 | $11.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 161 | $11.2K | 0.00% | +161 | New |
| Addison Advisors LLC | 175 | $13.2K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 178 | $13.4K | 0.00% | −57−24.3% | Reduced |
| CIBC Private Wealth Group, LLC | 186 | $14.0K | 0.00% | +63+51.2% | Added |
| Matrix Trust Co | 192 | $14.0K | 0.00% | +192 | New |
| EverSource Wealth Advisors, LLC | 215 | $16.2K | 0.00% | −289−57.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 216 | $16.3K | 0.00% | +216 | New |
| Meeder Asset Management Inc | 219 | $16.5K | 0.00% | −1,895−89.6% | Reduced |
| True Wealth Design, LLC | 230 | $17.3K | 0.01% | −3−1.3% | Reduced |
| Harbor Capital Advisors, Inc. | 239 | $18.0K | 0.00% | −4−1.6% | Reduced |
| Smithfield Trust Co | 260 | $20.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 266 | $20.0K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 278 | $20.9K | 0.00% | −74−21.0% | Reduced |
| GWM Advisors LLC | 284 | $21.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 290 | $21.8K | 0.00% | +30+11.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 290 | $21.8K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 322 | $24.2K | 0.01% | −10−3.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 354 | $26.5K | 0.00% | +354 | New |
| Brown Brothers Harriman & Co | 366 | $27.5K | 0.00% | +326+815.0% | Added |
| Salomon & Ludwin, LLC | 404 | $31.0K | 0.00% | +149+58.4% | Added |
| Richardson Financial Services Inc. | 432 | $32.5K | 0.02% | +205+90.3% | Added |
| Federated Hermes, Inc. | 438 | $33.0K | 0.00% | +98+28.8% | Added |
| Spire Wealth Management | 440 | $33.1K | 0.00% | +200+83.3% | Added |
| Transamerica Financial Advisors, Inc. | 440 | $33.1K | 0.00% | +374+566.7% | Added |
| Fifth Third Bancorp | 490 | $36.9K | 0.00% | −15−3.0% | Reduced |
| Kilter Group LLC | 495 | $37.3K | 0.02% | 00.0% | Unchanged |
| Torren Management, LLC | 512 | $38.5K | 0.02% | +512 | New |
| Cullen/Frost Bankers, Inc. | 535 | $40.2K | 0.00% | +93+21.0% | Added |
| Signature Equity Partners, LLC | 580 | $43.7K | 0.02% | +580 | New |
| New England Capital Financial Advisors LLC | 600 | $45.2K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 620 | $46.7K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 631 | $47.5K | 0.01% | +631 | New |
| SRS Capital Advisors, Inc. | 651 | $49.0K | 0.00% | −162−19.9% | Reduced |
| Signaturefd, LLC | 674 | $50.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 700 | $52.7K | 0.00% | −110−13.6% | Reduced |
| North Star Investment Management Corp. | 700 | $52.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 772 | $58.1K | 0.00% | +332+75.5% | Added |
| Reyes Financial Architecture, Inc. | 780 | $58.7K | 0.04% | −313−28.6% | Reduced |
| Versant Capital Management, Inc | 821 | $61.8K | 0.01% | −8−1.0% | Reduced |
| Farther Finance Advisors, LLC | 843 | $63.4K | 0.00% | +294+53.6% | Added |
| Parallel Advisors, LLC | 937 | $70.5K | 0.00% | −10−1.1% | Reduced |
| Parkside Financial Bank & Trust | 949 | $71.4K | 0.01% | −5−0.5% | Reduced |
