| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Measured Wealth Private Client Group, LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Darwin Advisors, LLC | 0 | $21 | 0.00% | 0 | New |
| Rialto Wealth Management, LLC | 1 | $26 | 0.00% | −32−97.0% | Reduced |
| TFC Financial Management | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1 | $26 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $26 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 3 | $81 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $103 | 0.00% | −4−50.0% | Reduced |
| 3 Factor Indexing, LLC | 4 | $104 | 0.00% | +4 | New |
| Rakuten Securities, Inc. | 5 | $129 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 5 | $129 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 6 | $156 | 0.00% | +3+100.0% | Added |
| Principia Wealth Advisory, LLC | 7 | $181 | 0.00% | −26−78.8% | Reduced |
| Planning Strategies Inc. | 8 | $207 | 0.00% | +8 | New |
| MV Capital Management, Inc. | 9 | $233 | 0.00% | −53−85.5% | Reduced |
| Mascoma Wealth Management LLC | 12 | $310 | 0.00% | +12 | New |
| Leonteq Securities AG | 14 | $362 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 14 | $362 | 0.00% | +3+27.3% | Added |
| Quaker Wealth Management, LLC | 15 | $388 | 0.00% | −9−37.5% | Reduced |
| Hughes Financial Services, LLC | 15 | $388 | 0.00% | +11+275.0% | Added |
| USA Financial Formulas | 16 | $414 | 0.00% | +16 | New |
| Breakwater Investment Management | 17 | $440 | 0.00% | +17 | New |
| Larson Financial Group LLC | 18 | $465 | 0.00% | −203−91.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 19 | $491 | 0.00% | −345−94.8% | Reduced |
| AdvisorNet Financial, Inc | 19 | $491 | 0.00% | −14−42.4% | Reduced |
| Cornerstone Financial Management LLC | 19 | $491 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 20 | $517 | 0.00% | +20 | New |
| Private Wealth Management Group, LLC | 20 | $518 | 0.00% | −188−90.4% | Reduced |
| Retirement Wealth Solutions LLC | 20 | $518 | 0.00% | −71−78.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 21 | $544 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 22 | $569 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 22 | $569 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 27 | $698 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 30 | $776 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $805 | 0.00% | −243−89.0% | Reduced |
| SBI Securities Co., Ltd. | 32 | $828 | 0.00% | −41−56.2% | Reduced |
| SHP Wealth Management | 34 | $879 | 0.00% | −48−58.5% | Reduced |
| Cromwell Holdings LLC | 38 | $983 | 0.00% | +38 | New |
| Webster Bank, N. A. | 44 | $1.14K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 45 | $1.16K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 52 | $1.33K | 0.00% | +52 | New |
| Brown Brothers Harriman & Co | 54 | $1.40K | 0.00% | −50−48.1% | Reduced |
| High Note Wealth, LLC | 54 | $1.40K | 0.00% | −23−29.9% | Reduced |
| Fortitude Family Office, LLC | 56 | $1.45K | 0.00% | +56 | New |
| Action Point Financial Planning, LLC | 68 | $1.71K | 0.00% | +68 | New |
| Clearstead Advisors, LLC | 75 | $1.94K | 0.00% | +30+66.7% | Added |
| JFS Wealth Advisors, LLC | 88 | $2.28K | 0.00% | −2−2.2% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 92 | $2.38K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 94 | $2.43K | 0.00% | −33−26.0% | Reduced |
| Synergy Investment Management, LLC | 100 | $2.59K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 95 | $2.60K | 0.00% | +95 | New |
| Kilter Group LLC | 102 | $2.64K | 0.00% | +3+3.0% | Added |
| Colonial Trust Co | 104 | $2.69K | 0.00% | +42+67.7% | Added |
| Bare Financial Services, Inc | 114 | $2.95K | 0.00% | +114 | New |
| Bogart Wealth, LLC | 122 | $3.15K | 0.00% | −27−18.1% | Reduced |
| Bell Investment Advisors, Inc | 130 | $3.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 138 | $3.57K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 139 | $3.60K | 0.00% | −1−0.7% | Reduced |
| First Horizon Corp | 148 | $3.83K | 0.00% | −387−72.3% | Reduced |
| Smartleaf Asset Management LLC | 156 | $3.99K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 159 | $4.11K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 172 | $4.40K | 0.00% | +172 | New |
| ZRC Wealth Management, LLC | 178 | $4.60K | 0.00% | +52+41.3% | Added |
| SWAN Capital LLC | 203 | $5.25K | 0.00% | −35−14.7% | Reduced |
| Essential Partners LLC | 207 | $5.35K | 0.00% | −204−49.6% | Reduced |
| JPL Wealth Management, LLC | 209 | $5.41K | 0.00% | −51−19.6% | Reduced |
| Basecamp Wealth Advisors LLC | 211 | $5.46K | 0.00% | −264−55.6% | Reduced |
| Quent Capital, LLC | 215 | $5.56K | 0.00% | −160−42.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 216 | $5.58K | 0.00% | +216 | New |
| Wealth Enhancement Trust Services, Inc. | 259 | $6.70K | 0.00% | +259 | New |
| CoreCap Advisors, LLC | 298 | $7.71K | 0.00% | +298 | New |
| SOA Wealth Advisors, LLC. | 350 | $9.05K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 360 | $9.31K | 0.00% | +315+700.0% | Added |
| Cedar Mountain Advisors, LLC | 372 | $9.62K | 0.00% | −36−8.8% | Reduced |
| SJS Investment Consulting Inc. | 483 | $12.5K | 0.00% | −44−8.3% | Reduced |
| Massmutual Trust Co FSB | 526 | $13.6K | 0.00% | +9+1.7% | Added |
| Harbour Investments, Inc. | 553 | $14.3K | 0.00% | +551+27,550.0% | Added |
| Mather Group, LLC. | 567 | $14.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 572 | $14.8K | 0.00% | +402+236.5% | Added |
| True Wealth Design, LLC | 625 | $16.2K | 0.00% | −271−30.2% | Reduced |
| Salomon & Ludwin, LLC | 624 | $16.7K | 0.00% | −70−10.1% | Reduced |
| Central Trust Co | 677 | $17.5K | 0.00% | −9−1.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 691 | $17.9K | 0.00% | +469+211.3% | Added |
| Huntington National Bank | 799 | $20.7K | 0.00% | −403−33.5% | Reduced |
| Signature Equity Partners, LLC | 807 | $20.9K | 0.01% | +8+1.0% | Added |
| Parkside Financial Bank & Trust | 820 | $21.2K | 0.00% | +271+49.4% | Added |
| National Bank of Canada | 768 | $22.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 918 | $23.7K | 0.00% | +67+7.9% | Added |
| V-Square Quantitative Management LLC | 930 | $24.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,052 | $27.2K | 0.00% | −1,626−60.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,161 | $32.3K | 0.00% | +263+29.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,416 | $36.6K | 0.00% | −443−23.8% | Reduced |
| Umb Bank N A | 1,581 | $40.9K | 0.00% | −1,561−49.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,672 | $42.8K | 0.00% | +602+56.3% | Added |
| Quarry LP | 1,745 | $45.1K | 0.01% | +1,745 | New |
| Bessemer Group Inc | 1,972 | $50.0K | 0.00% | −55−2.7% | Reduced |
| Versant Capital Management, Inc | 1,973 | $51.0K | 0.00% | −2,160−52.3% | Reduced |
| Salem Investment Counselors Inc | 2,000 | $51.7K | 0.00% | 00.0% | Unchanged |
