| Capital Advisors, Ltd. LLC | 10 | $0 | 0.00% | −94−90.4% | Reduced |
| Coston, McIsaac & Partners | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $32 | 0.00% | −94−98.9% | Reduced |
| Golden State Wealth Management, LLC | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $32 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $67 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 3 | $95 | 0.00% | −7,482−100.0% | Reduced |
| Hughes Financial Services, LLC | 4 | $126 | 0.00% | −4−50.0% | Reduced |
| Medallion Wealth Advisors, LLC | 4 | $126 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 4 | $127 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $158 | 0.00% | −14−73.7% | Reduced |
| HFM Investment Advisors, LLC | 6 | $190 | 0.00% | +6 | New |
| Signature Equity Partners, LLC | 7 | $221 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9 | $284 | 0.00% | −43−82.7% | Reduced |
| Planning Strategies Inc. | 9 | $284 | 0.00% | +9 | New |
| WPG Advisers, LLC | 10 | $315 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $315 | 0.00% | +5+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $379 | 0.00% | −7−36.8% | Reduced |
| Cornerstone Financial Management LLC | 13 | $410 | 0.00% | −12−48.0% | Reduced |
| City State Bank | 15 | $473 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 16 | $504 | 0.00% | −89−84.8% | Reduced |
| Bogart Wealth, LLC | 16 | $504 | 0.00% | +5+45.5% | Added |
| Creative Capital Management Investments LLC | 18 | $567 | 0.00% | +18 | New |
| Silver Grove Financial Group, Inc. | 18 | $567 | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 19 | $599 | 0.00% | −2−9.5% | Reduced |
| Cornerstone Planning Group LLC | 20 | $627 | 0.00% | −8−28.6% | Reduced |
| GHP Investment Advisors, Inc. | 20 | $631 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 21 | $662 | 0.00% | −3−12.5% | Reduced |
| Umb Bank N A | 22 | $693 | 0.00% | −22−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 22 | $694 | 0.00% | −40−64.5% | Reduced |
| Retirement Wealth Solutions LLC | 22 | $694 | 0.00% | −21−48.8% | Reduced |
| Private Trust Co NA | 23 | $725 | 0.00% | −60−72.3% | Reduced |
| American Capital Advisory, LLC | 25 | $788 | 0.00% | +7+38.9% | Added |
| Cromwell Holdings LLC | 25 | $788 | 0.00% | +25 | New |
| Quaker Wealth Management, LLC | 27 | $852 | 0.00% | +11+68.8% | Added |
| Manning & Napier Advisors LLC | 30 | $941 | 0.00% | +30 | New |
| JPL Wealth Management, LLC | 30 | $946 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 31 | $977 | 0.00% | −282−90.1% | Reduced |
| North Star Investment Management Corp. | 31 | $977 | 0.00% | −7−18.4% | Reduced |
| Rialto Wealth Management, LLC | 31 | $978 | 0.00% | +30+3,000.0% | Added |
| Bessemer Group Inc | 46 | $1.00K | 0.00% | −1−2.1% | Reduced |
| Bell Investment Advisors, Inc | 35 | $1.10K | 0.00% | −67−65.7% | Reduced |
| Copia Wealth Management | 37 | $1.17K | 0.00% | +22+146.7% | Added |
| Alerus Financial NA | 40 | $1.26K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 41 | $1.29K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 43 | $1.35K | 0.00% | +36+514.3% | Added |
| Aster Capital Management (DIFC) Ltd | 44 | $1.39K | 0.00% | +44 | New |
| Brown Brothers Harriman & Co | 45 | $1.42K | 0.00% | −32−41.6% | Reduced |
| Murphy & Mullick Capital Management Corp | 46 | $1.45K | 0.00% | −25−35.2% | Reduced |
| Cedar Mountain Advisors, LLC | 47 | $1.48K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 47 | $1.48K | 0.00% | +26+123.8% | Added |
| UMA Financial Services, Inc. | 48 | $1.51K | 0.00% | +48 | New |
| IMA Wealth, Inc. | 52 | $1.64K | 0.00% | +28+116.7% | Added |
| Highline Wealth Partners LLC | 53 | $1.67K | 0.00% | +2+3.9% | Added |
| HM Payson & Co | 65 | $2.05K | 0.00% | −1−1.5% | Reduced |
| West Branch Capital LLC | 66 | $2.08K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 68 | $2.14K | 0.00% | +46+209.1% | Added |
| Marquette Asset Management, LLC | 83 | $2.62K | 0.00% | +71+591.7% | Added |
| Quent Capital, LLC | 98 | $3.09K | 0.00% | −23−19.0% | Reduced |
| Bare Financial Services, Inc | 99 | $3.12K | 0.00% | +76+330.4% | Added |
| Field & Main Bank | 100 | $3.15K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 106 | $3.34K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 109 | $3.44K | 0.00% | +9+9.0% | Added |
| Boreal Capital Management LLC | 120 | $3.78K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 122 | $3.85K | 0.00% | +114+1,425.0% | Added |
| TD Waterhouse Canada Inc. | 120 | $3.96K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 126 | $3.97K | 0.00% | +21+20.0% | Added |
| Action Point Financial Planning, LLC | 130 | $4.00K | 0.00% | +130 | New |
| Pinnacle Wealth Planning Services, Inc. | 130 | $4.10K | 0.00% | −512−79.8% | Reduced |
| Private Wealth Management Group, LLC | 130 | $4.10K | 0.00% | +17+15.0% | Added |
| SBI Securities Co., Ltd. | 133 | $4.19K | 0.00% | +65+95.6% | Added |
| Mosley Wealth Management | 137 | $4.32K | 0.00% | +137 | New |
| True Wealth Design, LLC | 157 | $4.95K | 0.00% | +99+170.7% | Added |
| Ameritas Advisory Services, LLC | 159 | $5.01K | 0.00% | +159 | New |
| Larson Financial Group LLC | 165 | $5.20K | 0.00% | −164−49.8% | Reduced |
| Rakuten Securities, Inc. | 169 | $5.33K | 0.00% | −468−73.5% | Reduced |
| Signaturefd, LLC | 169 | $5.33K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 174 | $5.48K | 0.00% | +174 | New |
| Northwestern Mutual Wealth Management Co | 176 | $5.55K | 0.00% | −988−84.9% | Reduced |
| Private Wealth Asset Management, LLC | 191 | $6.02K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 200 | $6.30K | 0.00% | −5−2.4% | Reduced |
| NBT Bank N A | 200 | $6.30K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 200 | $6.30K | 0.00% | +100+100.0% | Added |
| LRI Investments, LLC | 209 | $6.59K | 0.00% | +209 | New |
| Byrne Asset Management LLC | 230 | $7.25K | 0.00% | −100−30.3% | Reduced |
| Assetmark, Inc | 260 | $8.20K | 0.00% | −267−50.7% | Reduced |
| Zions Bancorporation, National Association | 264 | $8.32K | 0.00% | −48−15.4% | Reduced |
| Fulcrum Asset Management LLP | 268 | $8.41K | 0.00% | +268 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 269 | $8.48K | 0.00% | −165,687−99.8% | Reduced |
| Parkside Financial Bank & Trust | 302 | $9.52K | 0.00% | +135+80.8% | Added |
| Daiwa Securities Group Inc. | 308 | $9.71K | 0.00% | −14,936−98.0% | Reduced |
| Perkins Coie Trust Co | 350 | $11.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 351 | $11.1K | 0.01% | +55+18.6% | Added |
| Parallel Advisors, LLC | 377 | $11.9K | 0.00% | −71−15.8% | Reduced |
| TD Capital Management LLC | 493 | $15.5K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 500 | $15.8K | 0.01% | +500 | New |
| DHJJ Financial Advisors, Ltd. | 516 | $16.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 525 | $17.0K | 0.01% | +412+364.6% | Added |
| Ronald Blue Trust, Inc. | 544 | $17.1K | 0.00% | +249+84.4% | Added |
| Global Retirement Partners, LLC | 573 | $18.1K | 0.00% | +573 | New |
