| Avion Wealth | 7 | $0 | 0.00% | −6−46.2% | Reduced |
| Bollard Group LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $61 | 0.00% | −2−66.7% | Reduced |
| Tortoise Investment Management, LLC | 1 | $96 | 0.00% | +1 | New |
| GPS Wealth Strategies Group, LLC | 1 | $96 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $105 | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 2 | $192 | 0.00% | −1,352−99.9% | Reduced |
| Bokf, NA | 2 | $192 | 0.00% | +2 | New |
| Distillate Capital Partners LLC | 2 | $192 | 0.00% | +2 | New |
| LGT Financial Advisors LLC | 2 | $192 | 0.00% | +2 | New |
| Atlas Capital Advisors LLC | 3 | $287 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $288 | 0.00% | −1−25.0% | Reduced |
| American National Bank | 3 | $288 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $384 | 0.00% | +4 | New |
| IMA Wealth, Inc. | 4 | $386 | 0.00% | +4 | New |
| Stephens Consulting, LLC | 5 | $480 | 0.00% | +5 | New |
| UMA Financial Services, Inc. | 6 | $576 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 6 | $576 | 0.00% | +3+100.0% | Added |
| Kilter Group LLC | 6 | $576 | 0.00% | +6 | New |
| Clark Wealth Partners | 6 | $576 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 7 | $672 | 0.00% | +4+133.3% | Added |
| Strategic Wealth Partners, Ltd. | 7 | $672 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 7 | $674 | 0.00% | +3+75.0% | Added |
| Hughes Financial Services, LLC | 6 | $706 | 0.00% | +6 | New |
| Boyd Watterson Asset Management LLC | 9 | $864 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $870 | 0.00% | −5−35.7% | Reduced |
| Dunhill Financial, LLC | 9 | $910 | 0.00% | −15−62.5% | Reduced |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | +5+50.0% | Added |
| Picton Mahoney Asset Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 11 | $1.05K | 0.00% | −149−93.1% | Reduced |
| Raffa Wealth Management, LLC | 11 | $1.05K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $1.06K | 0.00% | −3−21.4% | Reduced |
| Legacy Wealth Managment, LLC | 11 | $1.06K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 11 | $1.06K | 0.00% | +11 | New |
| Activest Wealth Management | 12 | $1.15K | 0.00% | −19−61.3% | Reduced |
| SJS Investment Consulting Inc. | 14 | $1.34K | 0.00% | −6−30.0% | Reduced |
| Montag A & Associates Inc | 15 | $1.49K | 0.00% | −4−21.1% | Reduced |
| Grove Bank & Trust | 16 | $1.53K | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 14 | $1.63K | 0.00% | +6+75.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 17 | $1.63K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 18 | $1.73K | 0.00% | +9+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $1.82K | 0.00% | +2+11.8% | Added |
| Creative Financial Designs Inc | 20 | $1.92K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 20 | $1.92K | 0.00% | +20 | New |
| Ogorek Anthony Joseph | 21 | $2.00K | 0.00% | −27−56.3% | Reduced |
| Trust Co of Vermont | 23 | $2.21K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 23 | $2.21K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 23 | $2.21K | 0.00% | −120−83.9% | Reduced |
| Howard Hughes Medical Institute | 25 | $2.40K | 0.00% | +25 | New |
| Quest 10 Wealth Builders, Inc. | 26 | $2.50K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 26 | $2.50K | 0.00% | +7+36.8% | Added |
| HHM Wealth Advisors, LLC | 26 | $2.52K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 27 | $2.59K | 0.00% | +3+12.5% | Added |
| Delta Asset Management LLC | 31 | $2.97K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $3.07K | 0.00% | +32 | New |
| Sachetta, LLC | 35 | $3.36K | 0.00% | +14+66.7% | Added |
| CVA Family Office, LLC | 42 | $4.03K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 43 | $4.13K | 0.08% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 43 | $4.13K | 0.00% | +10+30.3% | Added |
| Whittier Trust Co | 45 | $4.32K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 46 | $4.41K | 0.00% | +46 | New |
| Spire Wealth Management | 53 | $5.08K | 0.00% | −239−81.8% | Reduced |
| Ameritas Advisory Services, LLC | 53 | $5.08K | 0.00% | +53 | New |
| Holos Integrated Wealth LLC | 46 | $5.37K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 56 | $5.41K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 57 | $5.50K | 0.00% | +57 | New |
| Bruce G. Allen Investments, LLC | 59 | $5.66K | 0.00% | +31+110.7% | Added |
| Rakuten Securities, Inc. | 65 | $6.24K | 0.00% | −57−46.7% | Reduced |
| Binnacle Investments Inc | 66 | $6.33K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 67 | $6.43K | 0.00% | +6+9.8% | Added |
| Curio Wealth, LLC | 74 | $7.10K | 0.00% | +73+7,300.0% | Added |
| BFSG, LLC | 75 | $7.20K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 79 | $7.58K | 0.00% | +21+36.2% | Added |
| Clear Street Markets LLC | 80 | $7.68K | 0.00% | +80 | New |
| Twin Peaks Wealth Advisors, LLC | 67 | $7.96K | 0.00% | +67 | New |
| GW&K Investment Management, LLC | 79 | $8.00K | 0.00% | +23+41.1% | Added |
| Hantz Financial Services, Inc. | 81 | $8.00K | 0.00% | +81 | New |
| Farmers & Merchants Investments Inc | 87 | $8.35K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 93 | $9.14K | 0.00% | +93 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $9.59K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 106 | $10.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 109 | $10.5K | 0.00% | +109 | New |
| LRI Investments, LLC | 110 | $10.6K | 0.00% | +44+66.7% | Added |
| Millstone Evans Group, LLC | 112 | $10.7K | 0.01% | −46−29.1% | Reduced |
| Harvest Fund Management Co., Ltd | 119 | $11.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 115 | $11.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 116 | $11.1K | 0.00% | +113+3,766.7% | Added |
| Red Tortoise LLC | 117 | $11.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 124 | $11.9K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 125 | $12.1K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 126 | $12.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 126 | $12.1K | 0.00% | +126 | New |
| Atticus Wealth Management, LLC | 127 | $12.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 136 | $13.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 148 | $14.2K | 0.00% | +23+18.4% | Added |
| Capital Advisors, Ltd. LLC | 182 | $17.0K | 0.00% | −8−4.2% | Reduced |
| Manchester Capital Management LLC | 187 | $17.9K | 0.00% | +15+8.7% | Added |
| Bell Investment Advisors, Inc | 201 | $19.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 200 | $19.7K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 210 | $20.1K | 0.01% | 00.0% | Unchanged |