| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Navigoe, LLC | 7 | $0 | 0.00% | +7 | New |
| Darwin Advisors, LLC | 0 | $12 | 0.00% | 0 | New |
| Halbert Hargrove Global Advisors, LLC | 0 | $56 | 0.00% | 0 | New |
| MV Capital Management, Inc. | 1 | $112 | 0.00% | −1−50.0% | Reduced |
| 3 Factor Indexing, LLC | 1 | $112 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $112 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $112 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 1 | $112 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $126 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 2 | $232 | 0.00% | +2 | New |
| Motco | 3 | $335 | 0.00% | +3 | New |
| Mosley Wealth Management | 3 | $335 | 0.00% | +3 | New |
| Planning Strategies Inc. | 3 | $335 | 0.00% | +3 | New |
| Harbor Investment Advisory, LLC | 4 | $447 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $506 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $560 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $560 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5 | $560 | 0.00% | +5 | New |
| UMA Financial Services, Inc. | 5 | $560 | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 7 | $783 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $783 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 8 | $895 | 0.00% | −20−71.4% | Reduced |
| AdvisorNet Financial, Inc | 8 | $895 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 8 | $895 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $895 | 0.00% | +6+300.0% | Added |
| Harbour Investments, Inc. | 10 | $1.07K | 0.00% | −109−91.6% | Reduced |
| LRI Investments, LLC | 10 | $1.12K | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 11 | $1.23K | 0.00% | −4−26.7% | Reduced |
| Princeton Global Asset Management LLC | 13 | $1.45K | 0.00% | +13 | New |
| Barnes Dennig Private Wealth Management LLC | 13 | $1.45K | 0.00% | +13 | New |
| Signature Equity Partners, LLC | 14 | $1.57K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 16 | $1.79K | 0.00% | +7+77.8% | Added |
| Benson Wealth Management INC | 17 | $1.90K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 17 | $1.90K | 0.00% | +17 | New |
| Bruce G. Allen Investments, LLC | 19 | $2.13K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 20 | $2.24K | 0.00% | +4+25.0% | Added |
| Bay Harbor Wealth Management, LLC | 23 | $2.57K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 25 | $2.80K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 25 | $2.80K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 27 | $3.00K | 0.00% | −118−81.4% | Reduced |
| Pinnacle Bancorp, Inc. | 27 | $3.02K | 0.00% | −16−37.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 28 | $3.13K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 29 | $3.20K | 0.00% | +1+3.6% | Added |
| Cromwell Holdings LLC | 30 | $3.35K | 0.00% | +10+50.0% | Added |
| Regents Gate Capital LLP | 32 | $3.58K | 0.00% | −104,967−100.0% | Reduced |
| CVA Family Office, LLC | 32 | $3.58K | 0.00% | −154−82.8% | Reduced |
| Rialto Wealth Management, LLC | 32 | $3.58K | 0.00% | +8+33.3% | Added |
| Fairman Group, LLC | 33 | $3.69K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 33 | $3.69K | 0.00% | +33 | New |
| Cornerstone Planning Group LLC | 32 | $3.73K | 0.00% | −10−23.8% | Reduced |
| SHP Wealth Management | 35 | $3.90K | 0.00% | +5+16.7% | Added |
| Creative Capital Management Investments LLC | 35 | $3.91K | 0.00% | +35 | New |
| IMA Wealth, Inc. | 36 | $4.03K | 0.00% | +12+50.0% | Added |
| Wiser Advisor Group LLC | 46 | $5.10K | 0.01% | +1+2.2% | Added |
| Sachetta, LLC | 47 | $5.26K | 0.00% | +47 | New |
| Silver Grove Financial Group, Inc. | 55 | $6.15K | 0.00% | +31+129.2% | Added |
| Massmutual Trust Co FSB | 57 | $6.37K | 0.00% | −14−19.7% | Reduced |
| Cedar Mountain Advisors, LLC | 63 | $7.04K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 70 | $7.83K | 0.00% | −10−12.5% | Reduced |
| Bayforest Capital Ltd | 75 | $8.39K | 0.01% | −237−76.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 78 | $8.68K | 0.00% | −456−85.4% | Reduced |
| Highline Wealth Partners LLC | 87 | $9.73K | 0.00% | +17+24.3% | Added |
| DT Investment Partners, LLC | 87 | $9.73K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 88 | $9.84K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 90 | $10.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 91 | $10.2K | 0.00% | −6−6.2% | Reduced |
| Action Point Financial Planning, LLC | 98 | $10.4K | 0.00% | +98 | New |
| JFS Wealth Advisors, LLC | 93 | $10.4K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 93 | $10.4K | 0.00% | +33+55.0% | Added |
| North Star Investment Management Corp. | 95 | $10.6K | 0.00% | +5+5.6% | Added |
| Farmers & Merchants Investments Inc | 98 | $11.0K | 0.00% | −2−2.0% | Reduced |
| Rossby Financial, LCC | 99 | $11.1K | 0.00% | +6+6.5% | Added |
| Costello Asset Management, INC | 100 | $11.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 101 | $11.3K | 0.00% | −12−10.6% | Reduced |
| Activest Wealth Management | 102 | $11.4K | 0.00% | −74−42.0% | Reduced |
| Triumph Capital Management | 104 | $11.6K | 0.00% | −1−1.0% | Reduced |
| Bare Financial Services, Inc | 107 | $12.0K | 0.00% | +71+197.2% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 115 | $12.9K | 0.00% | +43+59.7% | Added |
| Meeder Asset Management Inc | 125 | $14.0K | 0.00% | −5,597−97.8% | Reduced |
| Owl Creek Wealth Partners LLC | 125 | $14.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 129 | $14.4K | 0.00% | −16−11.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 139 | $15.5K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 141 | $15.8K | 0.00% | +141 | New |
| Murphy & Mullick Capital Management Corp | 150 | $16.8K | 0.01% | −4−2.6% | Reduced |
| St Germain D J Co Inc | 150 | $16.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 153 | $17.0K | 0.01% | −394−72.0% | Reduced |
| Salomon & Ludwin, LLC | 158 | $17.6K | 0.00% | −2−1.3% | Reduced |
| City State Bank | 196 | $21.9K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 200 | $22.4K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 206 | $23.0K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 213 | $23.8K | 0.00% | +164+334.7% | Added |
| DecisionPoint Financial, LLC | 233 | $25.9K | 0.00% | +4+1.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 248 | $27.7K | 0.00% | −217−46.7% | Reduced |
| WPG Advisers, LLC | 251 | $28.1K | 0.02% | +93+58.9% | Added |
| CoreCap Advisors, LLC | 253 | $28.3K | 0.00% | +71+39.0% | Added |
| Ares Financial Consulting, LLC | 266 | $29.7K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 289 | $32.3K | 0.00% | +289 | New |
| Quent Capital, LLC | 315 | $35.2K | 0.00% | −31−9.0% | Reduced |
| Basecamp Wealth Advisors LLC | 322 | $36.0K | 0.01% | −24−6.9% | Reduced |
