| Avion Wealth | 5 | $0 | 0.00% | −5−50.0% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $98 | 0.00% | −1−50.0% | Reduced |
| Basecamp Wealth Advisors LLC | 1 | $98 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 1 | $98 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $104 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 2 | $197 | 0.00% | −8−80.0% | Reduced |
| Silicon Valley Capital Partners | 3 | $293 | 0.00% | +3 | New |
| Synergy Investment Management, LLC | 3 | $293 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $391 | 0.00% | +2+100.0% | Added |
| CoreCap Advisors, LLC | 5 | $488 | 0.00% | −8−61.5% | Reduced |
| GWM Advisors LLC | 5 | $488 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 6 | $586 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 8 | $745 | 0.00% | 00.0% | Unchanged |
| American National Bank | 8 | $779 | 0.00% | −132−94.3% | Reduced |
| Albion Financial Group | 8 | $782 | 0.00% | +8 | New |
| Dunhill Financial, LLC | 8 | $812 | 0.00% | −7−46.7% | Reduced |
| Harbour Investments, Inc. | 9 | $879 | 0.00% | −26−74.3% | Reduced |
| Picton Mahoney Asset Management | 9 | $879 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 9 | $879 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $879 | 0.00% | +9 | New |
| Beaird Harris Wealth Management, LLC | 10 | $939 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $977 | 0.00% | −50−83.3% | Reduced |
| Zions Bancorporation, National Association | 10 | $977 | 0.00% | −25−71.4% | Reduced |
| UMA Financial Services, Inc. | 10 | $977 | 0.00% | −19−65.5% | Reduced |
| Raffa Wealth Management, LLC | 10 | $977 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $977 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $977 | 0.00% | +10 | New |
| Intentional Wealth Strategies, LLC | 10 | $977 | 0.00% | +10 | New |
| Clark Wealth Partners | 10 | $988 | 0.00% | +5+100.0% | Added |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 13 | $1.27K | 0.00% | +13 | New |
| South State Corp. | 15 | $1.47K | 0.00% | −9−37.5% | Reduced |
| TFC Financial Management | 15 | $1.47K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 15 | $1.47K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 15 | $1.47K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 16 | $1.56K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 16 | $1.56K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 19 | $1.86K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 19 | $1.86K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 19 | $1.86K | 0.00% | +14+280.0% | Added |
| NBT Bank N A | 19 | $1.86K | 0.00% | +19 | New |
| Strategic Wealth Partners, Ltd. | 20 | $1.95K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 20 | $1.99K | 0.00% | −8−28.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 21 | $2.05K | 0.00% | +21 | New |
| JPL Wealth Management, LLC | 21 | $2.05K | 0.00% | +21 | New |
| Investors Research Corp | 22 | $2.15K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 25 | $2.40K | 0.00% | −2−7.4% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 25 | $2.44K | 0.00% | −29−53.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 26 | $2.57K | 0.00% | +6+30.0% | Added |
| NBC Securities, Inc. | 28 | $2.73K | 0.00% | +10+55.6% | Added |
| Clearstead Advisors, LLC | 31 | $3.03K | 0.00% | −257−89.2% | Reduced |
| Ronald Blue Trust, Inc. | 40 | $3.91K | 0.00% | −5−11.1% | Reduced |
| Spire Wealth Management | 44 | $4.30K | 0.00% | +11+33.3% | Added |
| Cornerstone Planning Group LLC | 44 | $4.55K | 0.00% | −9−17.0% | Reduced |
| Essential Partners LLC | 49 | $4.79K | 0.00% | −164−77.0% | Reduced |
| MV Capital Management, Inc. | 49 | $4.79K | 0.00% | −1−2.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 50 | $4.88K | 0.00% | −6−10.7% | Reduced |
| Merkkuri Wealth Advisors LLC | 50 | $4.93K | 0.00% | +50 | New |
| ZRC Wealth Management, LLC | 51 | $4.98K | 0.00% | +20+64.5% | Added |
| Creative Financial Designs Inc | 52 | $5.08K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 57 | $5.57K | 0.00% | −413−87.9% | Reduced |
| GW&K Investment Management, LLC | 60 | $6.00K | 0.00% | −51−45.9% | Reduced |
| Smithfield Trust Co | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 66 | $6.45K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 66 | $6.45K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 70 | $6.84K | 0.00% | −21−23.1% | Reduced |
| Covestor Ltd | 69 | $7.00K | 0.00% | −850−92.5% | Reduced |
| Pinnacle Bancorp, Inc. | 72 | $7.03K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $7.33K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 80 | $7.81K | 0.00% | +69+627.3% | Added |
| Capital Analysts, LLC | 85 | $8.00K | 0.00% | −160−65.3% | Reduced |
| Owl Creek Wealth Partners LLC | 83 | $8.11K | 0.00% | +83 | New |
| Prestige Wealth Management Group LLC | 87 | $8.59K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 90 | $8.79K | 0.00% | +90 | New |
| Whittier Trust Co of Nevada Inc | 92 | $9.30K | 0.00% | −16−14.8% | Reduced |
| Danske Bank A/S | 100 | $9.77K | 0.00% | −1,000−90.9% | Reduced |
| Central Trust Co | 100 | $9.77K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $9.77K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 100 | $9.77K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $9.77K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 100 | $9.77K | 0.00% | +100 | New |
| Peregrine Capital Management LLC | 110 | $10.7K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 114 | $11.1K | 0.00% | −26−18.6% | Reduced |
| IFP Advisors, Inc | 121 | $11.8K | 0.00% | −31−20.4% | Reduced |
| Greykasell Wealth Strategies, Inc. | 135 | $13.2K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 142 | $13.9K | 0.00% | +6+4.4% | Added |
| Financial Consulate, Inc | 149 | $14.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 150 | $14.6K | 0.00% | −295−66.3% | Reduced |
| Trifecta Capital Advisors, LLC | 167 | $16.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 175 | $17.1K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 180 | $17.6K | 0.00% | −29−13.9% | Reduced |
| Horizon Financial Services, LLC | 187 | $18.3K | 0.01% | +101+117.4% | Added |
| Bard Associates Inc | 189 | $18.7K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 196 | $19.1K | 0.00% | −170−46.4% | Reduced |
| JNBA Financial Advisors | 196 | $19.1K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 200 | $19.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 220 | $21.5K | 0.01% | −5−2.2% | Reduced |
| Quent Capital, LLC | 221 | $21.6K | 0.00% | −268−54.8% | Reduced |
| Innovative Asset Advisors Group, LLC | 232 | $22.9K | 0.01% | +232 | New |
| American Capital Advisory, LLC | 235 | $23.0K | 0.01% | +7+3.1% | Added |