| Capital Advisors, Ltd. LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $28 | 0.00% | −1−50.0% | Reduced |
| CGC Financial Services, LLC | 2 | $55 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $55 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $138 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $138 | 0.00% | +5 | New |
| Bartlett & Co. Wealth Management LLC | 5 | $145 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 5 | $156 | 0.00% | −1−16.7% | Reduced |
| Pacific Center for Financial Services | 6 | $165 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 8 | $219 | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 9 | $247 | 0.00% | +9 | New |
| Caitong International Asset Management Co., Ltd | 10 | $274 | 0.00% | +5+100.0% | Added |
| Intentional Wealth Strategies, LLC | 10 | $274 | 0.00% | +10 | New |
| Whipplewood Advisors, LLC | 12 | $329 | 0.00% | +12 | New |
| McIlrath & Eck, LLC | 13 | $357 | 0.00% | +13 | New |
| Sunbelt Securities, Inc. | 14 | $384 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 15 | $411 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 15 | $412 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $439 | 0.00% | +12+300.0% | Added |
| AdvisorNet Financial, Inc | 17 | $466 | 0.00% | +10+142.9% | Added |
| Financial Consulate, Inc | 18 | $494 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 20 | $549 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $549 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 20 | $549 | 0.00% | +20 | New |
| Creative Financial Designs Inc | 22 | $603 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 22 | $603 | 0.00% | +13+144.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $631 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 23 | $631 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 23 | $631 | 0.00% | +23 | New |
| Hughes Financial Services, LLC | 24 | $658 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $795 | 0.00% | +2+7.4% | Added |
| Activest Wealth Management | 30 | $823 | 0.00% | +30 | New |
| Advocate Investing Services LLC | 31 | $850 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 32 | $881 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 35 | $960 | 0.00% | +17+94.4% | Added |
| Basecamp Wealth Advisors LLC | 36 | $987 | 0.00% | −27−42.9% | Reduced |
| Zions Bancorporation, National Association | 42 | $1.15K | 0.00% | −29−40.8% | Reduced |
| Retirement Wealth Solutions LLC | 44 | $1.21K | 0.00% | −11−20.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 45 | $1.24K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 45 | $1.24K | 0.00% | +2+4.7% | Added |
| Transamerica Financial Advisors, Inc. | 46 | $1.26K | 0.00% | +7+17.9% | Added |
| Investors Portfolio Services LLC | 47 | $1.35K | 0.00% | +47 | New |
| SJS Investment Consulting Inc. | 51 | $1.40K | 0.00% | +25+96.2% | Added |
| Whittier Trust Co | 57 | $1.60K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 59 | $1.62K | 0.00% | +23+63.9% | Added |
| Westside Investment Management, Inc. | 63 | $1.73K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 72 | $1.98K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 81 | $2.22K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 85 | $2.33K | 0.00% | +69+431.3% | Added |
| Ronald Blue Trust, Inc. | 91 | $2.50K | 0.00% | −206−69.4% | Reduced |
| Bruce G. Allen Investments, LLC | 93 | $2.55K | 0.00% | −17−15.5% | Reduced |
| Riverview Trust Co | 96 | $2.63K | 0.00% | −288−75.0% | Reduced |
| Kilter Group LLC | 96 | $2.63K | 0.00% | +1+1.1% | Added |
| High Note Wealth, LLC | 101 | $2.77K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 112 | $3.07K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 116 | $3.18K | 0.00% | −1,624−93.3% | Reduced |
| DecisionPoint Financial, LLC | 126 | $3.46K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 138 | $3.79K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 147 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 180 | $4.94K | 0.00% | −171−48.7% | Reduced |
| Sachetta, LLC | 184 | $5.05K | 0.00% | +90+95.7% | Added |
| Bare Financial Services, Inc | 186 | $5.10K | 0.00% | +18+10.7% | Added |
| Sound Income Strategies, LLC | 183 | $5.11K | 0.00% | +1+0.5% | Added |
| Mather Group, LLC. | 199 | $5.46K | 0.00% | +199 | New |
| JFS Wealth Advisors, LLC | 208 | $5.71K | 0.00% | +11+5.6% | Added |
| UMA Financial Services, Inc. | 213 | $5.84K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 229 | $6.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 222 | $6.09K | 0.00% | +77+53.1% | Added |
| Bogart Wealth, LLC | 244 | $6.68K | 0.00% | +32+15.1% | Added |
| WealthCollab, LLC | 253 | $6.94K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 255 | $7.00K | 0.00% | +25+10.9% | Added |
| Keating Financial Advisory Services, Inc. | 264 | $7.24K | 0.00% | +161+156.3% | Added |
| Owl Creek Wealth Partners LLC | 280 | $7.68K | 0.00% | +280 | New |
| Wall Street Financial Group, Inc. | 291 | $7.98K | 0.00% | +291 | New |
| Quest 10 Wealth Builders, Inc. | 318 | $8.71K | 0.01% | −300−48.5% | Reduced |
| GHP Investment Advisors, Inc. | 344 | $9.44K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 359 | $9.85K | 0.00% | +118+49.0% | Added |
| Stone House Investment Management, LLC | 361 | $9.90K | 0.00% | +4+1.1% | Added |
| CVA Family Office, LLC | 365 | $10.0K | 0.00% | +365 | New |
| WPG Advisers, LLC | 377 | $10.3K | 0.01% | −28−6.9% | Reduced |
| Clearstead Advisors, LLC | 385 | $10.6K | 0.00% | −2,200−85.1% | Reduced |
| Toronto Dominion Bank | 384 | $11.0K | 0.00% | −52−11.9% | Reduced |
| Innovative Asset Advisors Group, LLC | 438 | $12.0K | 0.01% | +438 | New |
| Fortitude Family Office, LLC | 454 | $12.5K | 0.00% | +108+31.2% | Added |
| Atlantic Trust, LLC | 465 | $12.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 484 | $13.3K | 0.00% | +146+43.2% | Added |
| Danske Bank A/S | 500 | $13.7K | 0.00% | −3,400−87.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 507 | $13.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 550 | $15.1K | 0.00% | +550 | New |
| Twin Peaks Wealth Advisors, LLC | 551 | $15.1K | 0.00% | +551 | New |
| True Wealth Design, LLC | 560 | $15.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 579 | $15.9K | 0.00% | −3,137−84.4% | Reduced |
| Pinnacle Holdings, LLC | 594 | $16.3K | 0.01% | +2+0.3% | Added |
| Whittier Trust Co of Nevada Inc | 600 | $16.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 653 | $18.1K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 682 | $18.4K | 0.00% | −1,395−67.2% | Reduced |
| Rothschild Investment LLC | 700 | $19.2K | 0.00% | +36+5.4% | Added |
| Root Financial Partners, LLC | 750 | $20.6K | 0.00% | +76+11.3% | Added |
| CX Institutional | 795 | $22.0K | 0.00% | +795 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 909 | $24.9K | 0.00% | 00.0% | Unchanged |
