| Quaker Wealth Management, LLC | 1 | $52 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $52 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $54 | 0.00% | −116−99.1% | Reduced |
| LGT Financial Advisors LLC | 2 | $103 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 4 | $206 | 0.00% | −86−95.6% | Reduced |
| Parkworth Wealth Management, Inc. | 4 | $206 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $257 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 7 | $360 | 0.00% | +4+133.3% | Added |
| Principia Wealth Advisory, LLC | 7 | $360 | 0.00% | +4+133.3% | Added |
| American Capital Advisory, LLC | 7 | $361 | 0.00% | +7 | New |
| South State Corp. | 8 | $412 | 0.00% | −41−83.7% | Reduced |
| Bare Financial Services, Inc | 8 | $412 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $463 | 0.00% | +4+80.0% | Added |
| Bogart Wealth, LLC | 9 | $463 | 0.00% | +9 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 11 | $565 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $568 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $721 | 0.00% | −10−41.7% | Reduced |
| Rossby Financial, LCC | 15 | $772 | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 18 | $927 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $927 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 19 | $983 | 0.00% | +19 | New |
| Trifecta Capital Advisors, LLC | 23 | $1.19K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 24 | $1.24K | 0.00% | −63−72.4% | Reduced |
| JNBA Financial Advisors | 25 | $1.29K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $1.29K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 25 | $1.29K | 0.00% | +10+66.7% | Added |
| UMA Financial Services, Inc. | 26 | $1.35K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 29 | $1.49K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $1.54K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 30 | $1.54K | 0.00% | +30 | New |
| Zions Bancorporation, National Association | 31 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 32 | $1.65K | 0.00% | −24−42.9% | Reduced |
| Evergreen Private Wealth LLC | 32 | $1.65K | 0.00% | +32 | New |
| Assetmark, Inc | 33 | $1.70K | 0.00% | −10−23.3% | Reduced |
| Whipplewood Advisors, LLC | 37 | $1.91K | 0.00% | −52−58.4% | Reduced |
| Larson Financial Group LLC | 37 | $1.91K | 0.00% | +6+19.4% | Added |
| True Wealth Design, LLC | 37 | $1.91K | 0.00% | +36+3,600.0% | Added |
| Private Trust Co NA | 39 | $2.01K | 0.00% | −214−84.6% | Reduced |
| S&T Bank | 41 | $2.11K | 0.00% | +41 | New |
| Cherry Tree Wealth Management, LLC | 43 | $2.21K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 45 | $2.32K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 46 | $2.37K | 0.00% | +46 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 50 | $2.57K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 52 | $2.68K | 0.00% | +2+4.0% | Added |
| Sierra Ocean, LLC | 54 | $2.79K | 0.00% | −7−11.5% | Reduced |
| JFS Wealth Advisors, LLC | 55 | $2.83K | 0.00% | −226−80.4% | Reduced |
| Deseret Mutual Benefit Administrators | 57 | $2.93K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 59 | $3.05K | 0.00% | +59 | New |
| Evelyn Partners Investment Management LLP | 60 | $3.09K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 62 | $3.19K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 65 | $3.35K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 60 | $3.39K | 0.00% | +2+3.4% | Added |
| WPG Advisers, LLC | 77 | $3.96K | 0.00% | −4−4.9% | Reduced |
| IAG Wealth Partners, LLC | 80 | $4.12K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 82 | $4.23K | 0.00% | +52+173.3% | Added |
| Brown Brothers Harriman & Co | 83 | $4.27K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 85 | $4.38K | 0.00% | −104−55.0% | Reduced |
| Optiver Holding B.V. | 87 | $4.48K | 0.00% | +87 | New |
| Grove Bank & Trust | 92 | $4.74K | 0.00% | +7+8.2% | Added |
| Farmers & Merchants Investments Inc | 94 | $4.84K | 0.00% | +4+4.4% | Added |
| Manchester Capital Management LLC | 95 | $4.89K | 0.00% | −23−19.5% | Reduced |
| CVA Family Office, LLC | 100 | $5.15K | 0.00% | −224−69.1% | Reduced |
| North Star Investment Management Corp. | 100 | $5.15K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 100 | $5.15K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 107 | $5.51K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 112 | $5.77K | 0.00% | −18−13.8% | Reduced |
| Salomon & Ludwin, LLC | 108 | $5.87K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 118 | $6.08K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 120 | $6.18K | 0.00% | +120 | New |
| Boyd Watterson Asset Management LLC | 123 | $6.33K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 123 | $6.34K | 0.00% | +123 | New |
| CoreCap Advisors, LLC | 126 | $6.54K | 0.00% | −4−3.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 127 | $6.54K | 0.00% | −99,184−99.9% | Reduced |
| Talon Private Wealth, LLC | 128 | $6.59K | 0.00% | +128 | New |
| Covestor Ltd | 134 | $7.00K | 0.00% | −1−0.7% | Reduced |
| Leonteq Securities AG | 137 | $7.05K | 0.00% | +38+38.4% | Added |
| Maseco LLP | 138 | $7.08K | 0.00% | +138 | New |
| Walleye Capital LLC | 140 | $7.21K | 0.00% | +140 | New |
| Birchbrook, Inc. | 160 | $8.24K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 160 | $8.24K | 0.00% | +160 | New |
| Twin Peaks Wealth Advisors, LLC | 152 | $8.71K | 0.00% | +152 | New |
| Harbor Investment Advisory, LLC | 170 | $8.75K | 0.00% | −498−74.6% | Reduced |
| Parkside Financial Bank & Trust | 192 | $9.89K | 0.00% | +162+540.0% | Added |
| Whittier Trust Co of Nevada Inc | 196 | $10.1K | 0.00% | −5−2.5% | Reduced |
| Anchor Investment Management, LLC | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 200 | $10.3K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 200 | $10.3K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 200 | $10.3K | 0.01% | 00.0% | Unchanged |
| Winnow Wealth LLC | 200 | $10.3K | 0.01% | +200 | New |
| Kentucky Trust Co | 210 | $10.8K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 220 | $11.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 225 | $11.6K | 0.00% | +3+1.4% | Added |
| Atlantic Trust, LLC | 235 | $12.1K | 0.00% | +235 | New |
| Smartleaf Asset Management LLC | 238 | $12.2K | 0.00% | −434−64.6% | Reduced |
| Bell Investment Advisors, Inc | 247 | $12.7K | 0.00% | −72−22.6% | Reduced |
| Rise Advisors, LLC | 256 | $13.2K | 0.01% | +1+0.4% | Added |
| Ronald Blue Trust, Inc. | 262 | $13.5K | 0.00% | +16+6.5% | Added |