| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Pathway Financial Advisers, LLC | 5,643 | $50 | 0.00% | +5,643 | New |
| Valued Wealth Advisors LLC | 2 | $226 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 3 | $338 | 0.00% | −11−78.6% | Reduced |
| MCF Advisors LLC | 4 | $452 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 5 | $560 | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 7 | $784 | 0.00% | −6−46.2% | Reduced |
| TFC Financial Management | 7 | $784 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 8 | $896 | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 8 | $896 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 8 | $896 | 0.00% | +8 | New |
| Bokf, NA | 9 | $971 | 0.00% | +1+12.5% | Added |
| Avion Wealth | 12 | $1.00K | 0.00% | +5+71.4% | Added |
| Global Financial Private Client, LLC | 10 | $1.12K | 0.00% | −10,753−99.9% | Reduced |
| True Wealth Design, LLC | 11 | $1.23K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 12 | $1.34K | 0.00% | +12 | New |
| Laurel Wealth Advisors LLC | 12 | $1.34K | 0.00% | −5−29.4% | Reduced |
| Aspect Partners, LLC | 13 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 13 | $1.46K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 14 | $1.57K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 17 | $1.90K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 18 | $2.02K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 19 | $2.13K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 20 | $2.20K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 20 | $2.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $2.24K | 0.00% | +2+11.1% | Added |
| CBIZ Investment Advisory Services, LLC | 21 | $2.41K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 22 | $2.46K | 0.00% | +22 | New |
| Trifecta Capital Advisors, LLC | 23 | $2.58K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $2.69K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $2.91K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 25 | $3.00K | 0.00% | −3−10.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 29 | $3.25K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 31 | $3.46K | 0.00% | +31 | New |
| Beacon Capital Management, LLC | 32 | $3.58K | 0.00% | +32 | New |
| AdvisorNet Financial, Inc | 34 | $3.81K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 35 | $3.92K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 35 | $3.92K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 36 | $4.03K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 37 | $4.14K | 0.00% | −25−40.3% | Reduced |
| JNBA Financial Advisors | 40 | $4.48K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 42 | $4.70K | 0.00% | +42 | New |
| Pacifica Partners Inc. | 44 | $4.93K | 0.00% | −377−89.5% | Reduced |
| Raffa Wealth Management, LLC | 44 | $4.93K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 47 | $5.26K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 47 | $5.30K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 47 | $5.30K | 0.00% | −16−25.4% | Reduced |
| City State Bank | 49 | $5.49K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $5.60K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 50 | $5.60K | 0.00% | +50 | New |
| Ruedi Wealth Management, Inc. | 52 | $5.82K | 0.00% | −57−52.3% | Reduced |
| Tidemark, LLC | 52 | $5.82K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 52 | $5.86K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 57 | $6.38K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 60 | $6.72K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 60 | $6.77K | 0.00% | +60 | New |
| Claris Advisors, LLC | 62 | $6.94K | 0.00% | +62 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 59 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 69 | $7.71K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 70 | $7.84K | 0.00% | +70 | New |
| Kimelman & Baird, LLC | 72 | $8.06K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 73 | $8.22K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 77 | $8.58K | 0.00% | +55+250.0% | Added |
| First United Bank Trust | 80 | $8.96K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 81 | $9.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 82 | $9.18K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 85 | $9.52K | 0.00% | +9+11.8% | Added |
| Capital Performance Advisors LLP | 93 | $10.4K | 0.00% | +93 | New |
| Reuter James Wealth Management, LLC | 94 | $10.5K | 0.00% | +94 | New |
| Aster Capital Management (DIFC) Ltd | 94 | $10.5K | 0.00% | +94 | New |
| Meeder Asset Management Inc | 95 | $10.6K | 0.00% | +3+3.3% | Added |
| REAP Financial Group, LLC | 96 | $10.8K | 0.00% | −5−5.0% | Reduced |
| TSFG, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $11.2K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 100 | $11.2K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 100 | $11.2K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 102 | $11.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 104 | $11.6K | 0.00% | +1+1.0% | Added |
| ESL Trust Services, LLC | 104 | $11.6K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 109 | $12.2K | 0.00% | +109 | New |
| FSC Wealth Advisors, LLC | 117 | $13.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 120 | $13.4K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 136 | $13.7K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 127 | $14.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 128 | $14.3K | 0.00% | +28+28.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 130 | $14.6K | 0.04% | 00.0% | Unchanged |
| West Oak Capital, LLC | 135 | $15.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 146 | $16.4K | 0.00% | +2+1.4% | Added |
| Bellevue Asset Management, LLC | 150 | $16.8K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 151 | $16.9K | 0.00% | +141+1,410.0% | Added |
| Covestor Ltd | 155 | $17.0K | 0.01% | +17+12.3% | Added |
| Fortitude Family Office, LLC | 158 | $17.7K | 0.01% | +78+97.5% | Added |
| Bullock Wealth Management Group | 160 | $17.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 169 | $17.7K | 0.00% | −48−22.1% | Reduced |
| DT Investment Partners, LLC | 176 | $19.7K | 0.00% | +148+528.6% | Added |
| Alpine Bank Wealth Management | 182 | $20.4K | 0.00% | +182 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 195 | $20.8K | 0.00% | +57+41.3% | Added |
| Manchester Capital Management LLC | 194 | $21.7K | 0.00% | −1−0.5% | Reduced |