| Bollard Group LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1 | $103 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $112 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2 | $207 | 0.00% | +2 | New |
| Distillate Capital Partners LLC | 2 | $207 | 0.00% | +2 | New |
| Atlas Capital Advisors LLC | 3 | $309 | 0.00% | 00.0% | Unchanged |
| American National Bank | 3 | $310 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3 | $310 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 4 | $421 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $517 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 6 | $620 | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 6 | $620 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 6 | $620 | 0.00% | +6 | New |
| BOK Financial Private Wealth, Inc. | 6 | $624 | 0.00% | +6 | Added |
| Riverview Trust Co | 7 | $723 | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 8 | $872 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 9 | $930 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | −6−66.7% | Reduced |
| Picton Mahoney Asset Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.03K | 0.00% | +10 | New |
| True Wealth Design, LLC | 10 | $1.03K | 0.00% | +1+11.1% | Added |
| Legacy Investment Solutions, LLC | 11 | $1.06K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 11 | $1.06K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $1.14K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 13 | $1.34K | 0.00% | +13 | New |
| MCF Advisors LLC | 13 | $1.34K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 14 | $1.45K | 0.00% | +14 | New |
| TFC Financial Management | 14 | $1.45K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 15 | $1.55K | 0.00% | −92−86.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 17 | $1.76K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 17 | $1.77K | 0.00% | −4−19.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 19 | $1.96K | 0.00% | +19 | New |
| Coppell Advisory Solutions LLC | 19 | $1.97K | 0.00% | +3+18.8% | Added |
| Creative Financial Designs Inc | 20 | $2.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $2.17K | 0.00% | −3−12.5% | Reduced |
| Sachetta, LLC | 21 | $2.17K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 22 | $2.27K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 22 | $2.28K | 0.00% | +4+22.2% | Added |
| Trust Co of Vermont | 23 | $2.38K | 0.00% | −1−4.2% | Reduced |
| Whipplewood Advisors, LLC | 23 | $2.38K | 0.00% | +23 | New |
| Quest 10 Wealth Builders, Inc. | 26 | $2.69K | 0.00% | +26 | New |
| MV Capital Management, Inc. | 26 | $2.69K | 0.00% | +2+8.3% | Added |
| Dunhill Financial, LLC | 27 | $2.82K | 0.00% | +6+28.6% | Added |
| Raleigh Capital Management Inc. | 30 | $3.10K | 0.00% | −10−25.0% | Reduced |
| Delta Asset Management LLC | 31 | $3.20K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 33 | $3.41K | 0.00% | −1−2.9% | Reduced |
| HHM Wealth Advisors, LLC | 33 | $3.41K | 0.00% | +7+26.9% | Added |
| West Paces Advisors Inc. | 35 | $3.62K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 42 | $4.34K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 43 | $4.44K | 0.10% | +43 | New |
| Bruce G. Allen Investments, LLC | 56 | $5.79K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 56 | $5.82K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 63 | $6.51K | 0.00% | +63 | New |
| LRI Investments, LLC | 66 | $6.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $7.03K | 0.00% | +10+17.2% | Added |
| Whittier Trust Co | 69 | $7.13K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 75 | $7.75K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 82 | $8.47K | 0.00% | −14−14.6% | Reduced |
| Larson Financial Group LLC | 85 | $8.78K | 0.00% | +45+112.5% | Added |
| S&T Bank | 85 | $8.78K | 0.00% | +85 | New |
| Parkworth Wealth Management, Inc. | 86 | $8.92K | 0.01% | +86 | New |
| Farmers & Merchants Investments Inc | 87 | $8.99K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 96 | $9.92K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $10.3K | 0.00% | −400−80.0% | Reduced |
| Holos Integrated Wealth LLC | 106 | $11.0K | 0.01% | +106 | New |
| DT Investment Partners, LLC | 115 | $11.9K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 117 | $12.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 119 | $12.3K | 0.00% | −5−4.0% | Reduced |
| Evermay Wealth Management LLC | 125 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 130 | $13.0K | 0.00% | +130 | New |
| Centricity Wealth Management, LLC | 126 | $13.0K | 0.01% | +126 | New |
| Atticus Wealth Management, LLC | 127 | $13.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 130 | $13.4K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 130 | $13.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 131 | $13.5K | 0.01% | +7+5.6% | Added |
| Rothschild Investment LLC | 141 | $14.6K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 150 | $15.5K | 0.00% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 157 | $16.2K | 0.00% | +157 | New |
| First Horizon Advisors, Inc. | 159 | $16.5K | 0.00% | −35−18.0% | Reduced |
| Leonteq Securities AG | 163 | $17.0K | 0.00% | +163 | New |
| Manchester Capital Management LLC | 168 | $17.4K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 185 | $19.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 193 | $19.9K | 0.00% | +27+16.3% | Added |
| FNY Investment Advisers, LLC | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 190 | $20.0K | 0.00% | −1−0.5% | Reduced |
| TD Waterhouse Canada Inc. | 200 | $20.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 201 | $20.8K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 204 | $21.1K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 210 | $21.7K | 0.01% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 222 | $22.9K | 0.00% | +222 | New |
| McIlrath & Eck, LLC | 232 | $24.0K | 0.00% | +192+480.0% | Added |
| National Pension Service | 246 | $25.4K | 0.00% | +246 | New |
| TD Private Client Wealth LLC | 272 | $28.1K | 0.00% | −57−17.3% | Reduced |
| WPG Advisers, LLC | 282 | $29.1K | 0.03% | +282 | New |