| DecisionPoint Financial, LLC | 1 | $404 | 0.00% | +1 | New |
| First Horizon Advisors, Inc. | 1 | $410 | 0.00% | −16−94.1% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $410 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $410 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $410 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $410 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $410 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $411 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1 | $411 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $411 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1 | $411 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $493 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $681 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2 | $820 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $820 | 0.00% | +1+100.0% | Added |
| Bare Financial Services, Inc | 2 | $820 | 0.00% | +2 | New |
| TD Private Client Wealth LLC | 3 | $1.23K | 0.00% | −1−25.0% | Reduced |
| Tortoise Investment Management, LLC | 3 | $1.23K | 0.00% | +3 | New |
| Bogart Wealth, LLC | 3 | $1.23K | 0.00% | +3 | New |
| Fortitude Family Office, LLC | 3 | $1.23K | 0.00% | +3 | New |
| Rossby Financial, LCC | 3 | $1.23K | 0.00% | +3 | New |
| Delos Wealth Advisors, LLC | 3 | $1.23K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $1.23K | 0.00% | +1+50.0% | Added |
| Whipplewood Advisors, LLC | 4 | $1.64K | 0.00% | −52−92.9% | Reduced |
| Private Trust Co NA | 4 | $1.64K | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 4 | $1.64K | 0.00% | +4 | New |
| Winthrop Capital Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $2.00K | 0.00% | +4+400.0% | Added |
| WPG Advisers, LLC | 5 | $2.05K | 0.00% | −1−16.7% | Reduced |
| Financial Network Wealth Advisors LLC | 5 | $2.05K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $2.06K | 0.00% | +4+200.0% | Added |
| N.E.W. Advisory Services LLC | 6 | $2.46K | 0.00% | +6 | New |
| Kestra Investment Management, LLC | 8 | $2.48K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 7 | $2.87K | 0.00% | +5+250.0% | Added |
| Brown Brothers Harriman & Co | 8 | $3.28K | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 9 | $3.69K | 0.00% | +2+28.6% | Added |
| Hemington Wealth Management | 12 | $4.00K | 0.00% | +12 | New |
| Arlington Trust Co LLC | 10 | $4.10K | 0.00% | +2+25.0% | Added |
| Pittenger & Anderson Inc | 10 | $4.10K | 0.00% | −8−44.4% | Reduced |
| Atlantic Trust, LLC | 11 | $4.51K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 12 | $4.92K | 0.00% | −1−7.7% | Reduced |
| Manchester Capital Management LLC | 13 | $5.33K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 13 | $5.33K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 14 | $5.74K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 15 | $6.15K | 0.00% | +6+66.7% | Added |
| Asset Dedication, LLC | 15 | $6.15K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 20 | $6.46K | 0.00% | +20 | New |
| Meeder Asset Management Inc | 19 | $7.79K | 0.00% | −1−5.0% | Reduced |
| Accent Capital Management, LLC | 19 | $7.79K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 20 | $8.20K | 0.00% | +20 | New |
| Vermillion & White Wealth Management Group, LLC | 22 | $9.02K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 22 | $9.02K | 0.00% | +2+10.0% | Added |
| ORG Wealth Partners, LLC | 25 | $10.1K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 26 | $11.0K | 0.00% | +26 | New |
| Banque Transatlantique SA | 28 | $11.5K | 0.00% | +28 | New |
| Mount Yale Investment Advisors, LLC | 29 | $11.9K | 0.00% | +29 | New |
| Farmers & Merchants Investments Inc | 31 | $12.7K | 0.00% | +5+19.2% | Added |
| Harbour Investments, Inc. | 34 | $13.9K | 0.00% | +7+25.9% | Added |
| Smartleaf Asset Management LLC | 38 | $15.6K | 0.00% | −4−9.5% | Reduced |
| Nomura Asset Management Co Ltd | 42 | $17.2K | 0.00% | +42 | New |
| Steward Partners Investment Advisory, LLC | 45 | $18.5K | 0.00% | +1+2.3% | Added |
| SRS Capital Advisors, Inc. | 47 | $19.3K | 0.00% | +35+291.7% | Added |
| Natixis | 54 | $22.1K | 0.00% | +22+68.8% | Added |
| Sterling Capital Management LLC | 57 | $23.4K | 0.00% | −68−54.4% | Reduced |
| Hollencrest Capital Management | 58 | $23.8K | 0.00% | +52+866.7% | Added |
| Quaker Wealth Management, LLC | 59 | $24.2K | 0.01% | +59 | New |
| Whittier Trust Co of Nevada Inc | 61 | $25.0K | 0.00% | −23−27.4% | Reduced |
| Westend Capital Management, LLC | 65 | $26.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 65 | $26.7K | 0.00% | +26+66.7% | Added |
| GeoWealth Management, LLC | 67 | $27.5K | 0.00% | +67 | New |
| Farther Finance Advisors, LLC | 73 | $29.9K | 0.00% | +10+15.9% | Added |
| Contravisory Investment Management, Inc. | 74 | $30.3K | 0.01% | −6−7.5% | Reduced |
| Kiker Wealth Management, LLC | 75 | $30.8K | 0.02% | +75 | New |
| Massmutual Trust Co FSB | 80 | $32.8K | 0.00% | +22+37.9% | Added |
| Rise Advisors, LLC | 81 | $33.2K | 0.01% | +2+2.5% | Added |
| South State Corp. | 90 | $36.9K | 0.00% | −33−26.8% | Reduced |
| TFC Financial Management | 90 | $36.9K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 91 | $37.3K | 0.00% | +91 | New |
| Gitterman Wealth Management, LLC | 92 | $37.7K | 0.01% | +92 | New |
| Federation des caisses Desjardins du Quebec | 93 | $38.1K | 0.00% | +48+106.7% | Added |
| Emerald Mutual Fund Advisers Trust | 98 | $40.2K | 0.00% | +98 | New |
| Toth Financial Advisory Corp | 100 | $41.0K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 100 | $41.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 101 | $41.4K | 0.00% | −35−25.7% | Reduced |
| Leonteq Securities AG | 102 | $41.8K | 0.00% | −52−33.8% | Reduced |
| Whittier Trust Co | 107 | $43.9K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 113 | $46.0K | 0.00% | −7−5.8% | Reduced |
| Larson Financial Group LLC | 129 | $52.9K | 0.00% | −70−35.2% | Reduced |
| Ronald Blue Trust, Inc. | 143 | $58.6K | 0.00% | −118−45.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 146 | $59.9K | 0.04% | +46+46.0% | Added |
| Cullen/Frost Bankers, Inc. | 150 | $61.5K | 0.00% | +150 | New |
| Murphy & Mullick Capital Management Corp | 178 | $61.7K | 0.05% | +178 | New |
| Northwestern Mutual Wealth Management Co | 153 | $62.7K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 156 | $62.8K | 0.00% | −14−8.2% | Reduced |
| Optiver Holding B.V. | 167 | $68.5K | 0.00% | +167 | New |
| Smithfield Trust Co | 175 | $72.0K | 0.00% | +8+4.8% | Added |
| True Wealth Design, LLC | 176 | $72.2K | 0.03% | +49+38.6% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 180 | $73.8K | 0.04% | 00.0% | Unchanged |