| Avion Wealth | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $42 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 2 | $85 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $85 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 5 | $212 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $251 | 0.00% | −1−16.7% | Reduced |
| Raffa Wealth Management, LLC | 6 | $255 | 0.00% | +6 | New |
| Rossby Financial, LCC | 8 | $327 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $340 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $340 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 8 | $340 | 0.00% | +8 | New |
| Highline Wealth Partners LLC | 9 | $382 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 9 | $382 | 0.00% | +9 | New |
| SHP Wealth Management | 10 | $423 | 0.00% | +4+66.7% | Added |
| Brown Brothers Harriman & Co | 10 | $424 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $424 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 10 | $425 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 10 | $425 | 0.00% | +10 | New |
| Private Trust Co NA | 11 | $467 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11 | $467 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 13 | $526 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 14 | $594 | 0.00% | +14 | New |
| Atlantic Trust, LLC | 16 | $680 | 0.00% | −42−72.4% | Reduced |
| Valued Wealth Advisors LLC | 16 | $680 | 0.00% | −1−5.9% | Reduced |
| Vermillion Wealth Management, Inc. | 18 | $764 | 0.00% | +18 | New |
| Ares Financial Consulting, LLC | 21 | $858 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 24 | $1.02K | 0.00% | +3+14.3% | Added |
| JPL Wealth Management, LLC | 25 | $1.06K | 0.00% | +25 | New |
| Principia Wealth Advisory, LLC | 26 | $1.10K | 0.00% | +10+62.5% | Added |
| Retirement Wealth Solutions LLC | 33 | $1.40K | 0.00% | +5+17.9% | Added |
| Rialto Wealth Management, LLC | 37 | $1.57K | 0.00% | +4+12.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 39 | $1.66K | 0.00% | +20+105.3% | Added |
| Owl Creek Wealth Partners LLC | 40 | $1.70K | 0.00% | +40 | New |
| South State Corp. | 46 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 47 | $1.99K | 0.00% | +16+51.6% | Added |
| Winthrop Capital Management, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 49 | $2.08K | 0.00% | +32+188.2% | Added |
| MCF Advisors LLC | 49 | $2.08K | 0.00% | +49 | New |
| WPG Advisers, LLC | 50 | $2.12K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 50 | $2.12K | 0.00% | +16+47.1% | Added |
| Signature Equity Partners, LLC | 52 | $2.21K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 58 | $2.46K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 59 | $2.50K | 0.00% | +33+126.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 63 | $2.67K | 0.00% | +63 | New |
| Clearstead Advisors, LLC | 67 | $2.84K | 0.00% | −1,146−94.5% | Reduced |
| First Horizon Corp | 69 | $2.93K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 70 | $2.97K | 0.00% | +6+9.4% | Added |
| NBT Bank N A | 71 | $3.01K | 0.00% | +71 | New |
| Fourth Dimension Wealth, LLC | 75 | $3.18K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 81 | $3.44K | 0.00% | +48+145.5% | Added |
| Sachetta, LLC | 84 | $3.56K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $4.24K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 116 | $4.92K | 0.00% | +116 | New |
| Whipplewood Advisors, LLC | 117 | $4.96K | 0.00% | +117 | New |
| BFSG, LLC | 122 | $5.18K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 152 | $6.45K | 0.00% | −2−1.3% | Reduced |
| Zions Bancorporation, National Association | 163 | $6.92K | 0.00% | +119+270.5% | Added |
| Crews Bank & Trust | 172 | $7.30K | 0.00% | +172 | New |
| Private Wealth Management Group, LLC | 173 | $7.34K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 175 | $7.43K | 0.00% | +105+150.0% | Added |
| Keating Financial Advisory Services, Inc. | 187 | $7.94K | 0.00% | +42+29.0% | Added |
| Financial Connections Group, Inc. | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 200 | $8.49K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 218 | $8.87K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 217 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 213 | $9.04K | 0.01% | +213 | New |
| Cassaday & Co Wealth Management LLC | 214 | $9.08K | 0.00% | +214 | New |
| Activest Wealth Management | 222 | $9.42K | 0.00% | +13+6.2% | Added |
| Spire Wealth Management | 227 | $9.63K | 0.00% | +227 | New |
| Distillate Capital Partners LLC | 229 | $9.72K | 0.00% | +214+1,426.7% | Added |
| JFS Wealth Advisors, LLC | 230 | $9.76K | 0.00% | −39−14.5% | Reduced |
| Red Tortoise LLC | 233 | $9.89K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 246 | $10.4K | 0.00% | +246 | New |
| HighMark Wealth Management LLC | 250 | $10.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 258 | $10.9K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 260 | $11.0K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 292 | $12.4K | 0.00% | +292 | New |
| Huntington National Bank | 294 | $12.5K | 0.00% | +27+10.1% | Added |
| Arlington Trust Co LLC | 303 | $12.9K | 0.00% | +303 | New |
| Covestor Ltd | 295 | $13.0K | 0.01% | −76−20.5% | Reduced |
| Legacy Wealth Managment, LLC | 323 | $13.7K | 0.01% | +65+25.2% | Added |
| Fortitude Family Office, LLC | 346 | $14.7K | 0.00% | +124+55.9% | Added |
| Evolution Wealth Management Inc. | 350 | $14.9K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 360 | $15.3K | 0.00% | +360 | New |
| Basecamp Wealth Advisors LLC | 363 | $15.4K | 0.00% | +357+5,950.0% | Added |
| Vision Financial Markets LLC | 365 | $15.5K | 0.02% | −25−6.4% | Reduced |
| CVA Family Office, LLC | 391 | $16.6K | 0.00% | +391 | New |
| Community Bank, N.A. | 392 | $16.6K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 414 | $17.6K | 0.01% | +282+213.6% | Added |
| Newbridge Financial Services Group, Inc. | 438 | $18.6K | 0.00% | −500−53.3% | Reduced |
| SJS Investment Consulting Inc. | 467 | $19.8K | 0.00% | +16+3.5% | Added |
| Larson Financial Group LLC | 469 | $19.9K | 0.00% | +353+304.3% | Added |
| Silver Grove Financial Group, Inc. | 500 | $21.2K | 0.02% | +500 | New |
| Wellington-Altus USA Inc. | 636 | $22.3K | 0.01% | +113+21.6% | Added |
| DiNuzzo Private Wealth, Inc. | 534 | $22.7K | 0.00% | −3−0.6% | Reduced |
| Financial Network Wealth Advisors LLC | 550 | $23.3K | 0.02% | +10+1.9% | Added |
| Massmutual Trust Co FSB | 610 | $25.9K | 0.00% | −64−9.5% | Reduced |
| Ancora Advisors, LLC | 622 | $26.4K | 0.00% | 00.0% | Unchanged |