| Iron Horse Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 3 | $261 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 2 | $354 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $354 | 0.00% | +2 | New |
| Glass Jacobson Investment Advisors llc | 3 | $531 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $707 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $884 | 0.00% | +5 | New |
| Horan Securities, Inc. | 5 | $884 | 0.00% | +5 | New |
| Institutional & Family Asset Management, LLC | 5 | $884 | 0.00% | +5 | New |
| Baystate Wealth Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 12 | $1.00K | 0.00% | +4+50.0% | Added |
| Accurate Wealth Management, LLC | 6 | $1.14K | 0.00% | +6 | New |
| Tucker Asset Management LLC | 7 | $1.24K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 8 | $1.42K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 11 | $1.95K | 0.00% | −16−59.3% | Reduced |
| Disciplined Investments, LLC | 11 | $1.95K | 0.00% | +2+22.2% | Added |
| Ranger Investment Management, L.P. | 11 | $1.95K | 0.00% | +11 | New |
| Stonebridge Capital Advisors LLC | 12 | $2.12K | 0.00% | −7−36.8% | Reduced |
| AdvisorNet Financial, Inc | 13 | $2.30K | 0.00% | +11+550.0% | Added |
| Sutton Wealth Advisors Inc. | 14 | $2.48K | 0.00% | −529−97.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 14 | $2.48K | 0.00% | +5+55.6% | Added |
| Bellevue Asset Management, LLC | 15 | $2.65K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $3.00K | 0.00% | +1+7.1% | Added |
| Versant Capital Management, Inc | 18 | $3.18K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $3.36K | 0.00% | +19 | New |
| Zullo Investment Group, Inc. | 20 | $3.54K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 25 | $4.00K | 0.00% | +25 | New |
| Pathway Financial Advisers, LLC | 25 | $4.42K | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 26 | $4.60K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 29 | $5.13K | 0.00% | −1−3.3% | Reduced |
| Bourgeon Capital Management LLC | 30 | $5.31K | 0.00% | −16−34.8% | Reduced |
| Fiduciary Alliance LLC | 30 | $5.31K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 31 | $5.48K | 0.00% | +15+93.8% | Added |
| SJS Investment Consulting Inc. | 33 | $5.84K | 0.00% | +5+17.9% | Added |
| Bessemer Group Inc | 35 | $6.00K | 0.00% | −441−92.6% | Reduced |
| JFS Wealth Advisors, LLC | 34 | $6.01K | 0.00% | +1+3.0% | Added |
| Carolinas Wealth Consulting LLC | 35 | $6.19K | 0.00% | −13−27.1% | Reduced |
| SRS Capital Advisors, Inc. | 35 | $6.19K | 0.00% | +26+288.9% | Added |
| Amundi | 33 | $6.31K | 0.00% | −1,015−96.9% | Reduced |
| Earnest Partners LLC | 37 | $6.54K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 39 | $6.90K | 0.00% | +39 | New |
| Spire Wealth Management | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 40 | $7.08K | 0.00% | +40 | New |
| Glassman Wealth Services | 41 | $7.25K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 41 | $7.25K | 0.00% | +19+86.4% | Added |
| Baker Avenue Asset Management, LP | 43 | $7.61K | 0.00% | +43 | New |
| Farther Finance Advisors, LLC | 44 | $7.85K | 0.00% | +44 | New |
| TCI Wealth Advisors, Inc. | 48 | $8.49K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 48 | $8.49K | 0.00% | +48 | New |
| TD Private Client Wealth LLC | 49 | $8.67K | 0.00% | −5−9.3% | Reduced |
| CoreCap Advisors, LLC | 53 | $9.37K | 0.00% | +53 | New |
| Washington Trust Advisors, Inc. | 58 | $10.3K | 0.00% | +17+41.5% | Added |
| Macroview Investment Management LLC | 60 | $10.6K | 0.02% | +60 | New |
| Nisa Investment Advisors, LLC | 63 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 61 | $11.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 66 | $11.7K | 0.00% | −64−49.2% | Reduced |
| Annapolis Financial Services, LLC | 67 | $11.8K | 0.00% | −38−36.2% | Reduced |
| High Net Worth Advisory Group LLC | 70 | $12.4K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $13.3K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 89 | $16.0K | 0.01% | +4+4.7% | Added |
| Cambridge Trust Co | 92 | $16.0K | 0.00% | +45+95.7% | Added |
| Parallel Advisors, LLC | 94 | $16.6K | 0.00% | +4+4.4% | Added |
| IFP Advisors, Inc | 194 | $17.0K | 0.00% | −52−21.1% | Reduced |
| Massmutual Trust Co FSB | 104 | $18.0K | 0.00% | +3+3.0% | Added |
| Lee Financial Co | 105 | $18.6K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 105 | $18.6K | 0.00% | +10+10.5% | Added |
| Trust Co of Vermont | 107 | $18.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 107 | $19.0K | 0.01% | +107 | New |
| Riverview Trust Co | 113 | $20.0K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 118 | $21.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 134 | $23.7K | 0.01% | −1−0.7% | Reduced |
| Umb Bank N A | 135 | $24.0K | 0.00% | −750−84.7% | Reduced |
| Global Retirement Partners, LLC | 145 | $25.6K | 0.00% | −1−0.7% | Reduced |
| Tradition Wealth Management, LLC | 158 | $28.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 165 | $29.0K | 0.00% | −115−41.1% | Reduced |
| CVA Family Office, LLC | 170 | $30.1K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 234 | $41.0K | 0.00% | −14−5.6% | Reduced |
| Private Trust Co NA | 243 | $43.0K | 0.01% | 00.0% | Unchanged |
| Comerica Securities,inc. | 269 | $47.6K | 0.00% | +269 | New |
| Cornerstone Planning Group LLC | 267 | $48.5K | 0.02% | +267 | New |
| Proequities, Inc. | 275 | $48.6K | 0.00% | −66−19.4% | Reduced |
| Sageworth Trust Co | 284 | $50.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 306 | $54.1K | 0.03% | −52−14.5% | Reduced |
| GWM Advisors LLC | 412 | $56.4K | 0.00% | +412 | New |
| Huntington National Bank | 335 | $59.3K | 0.00% | +4+1.2% | Added |
| Sageworth Trust Co of South Dakota | 342 | $60.0K | 0.13% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 363 | $64.0K | 0.02% | +353+3,530.0% | Added |
| First Horizon Advisors, Inc. | 373 | $66.0K | 0.00% | −44−10.6% | Reduced |
| Coppell Advisory Solutions LLC | 395 | $69.9K | 0.02% | +395 | New |
| Coppell Advisory Solutions Corp. | 395 | $69.9K | 0.02% | +395 | New |
| Archer Investment Corp | 400 | $70.7K | 0.03% | +100+33.3% | Added |
| Alpha Paradigm Partners, LLC | 440 | $78.0K | 0.03% | +440 | New |
| Central Trust Co | 455 | $80.5K | 0.00% | +105+30.0% | Added |
| Ossiam | 485 | $85.8K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 500 | $88.0K | 0.00% | −33−6.2% | Reduced |
| Belpointe Asset Management LLC | 509 | $90.0K | 0.01% | +509 | New |
| Steward Partners Investment Advisory, LLC | 553 | $97.8K | 0.00% | −9−1.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 599 | $105.9K | 0.00% | +292+95.1% | Added |
