| Ellevest, Inc. | 0 | $14 | 0.00% | 0 | New |
| Annapolis Financial Services, LLC | 85 | $106 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $312 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $374 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $377 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $499 | 0.00% | +4 | New |
| Financial Synergies Wealth Advisors, Inc. | 4 | $500 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $752 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $874 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 7 | $874 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 8 | $998 | 0.00% | +8 | New |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9 | $1.12K | 0.00% | +9 | New |
| Goodwin Investment Advisory | 12 | $1.50K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 14 | $1.75K | 0.00% | −46−76.7% | Reduced |
| Hollencrest Capital Management | 15 | $1.87K | 0.00% | +15 | New |
| Ancora Advisors, LLC | 16 | $2.00K | 0.00% | −112−87.5% | Reduced |
| Tompkins Financial Corp | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 17 | $2.12K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 19 | $2.37K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $2.50K | 0.00% | −5−20.0% | Reduced |
| Disciplined Investments, LLC | 20 | $2.50K | 0.00% | +1+5.3% | Added |
| BerganKDV Wealth Management, LLC | 21 | $2.63K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 25 | $3.12K | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 26 | $3.25K | 0.00% | +10+62.5% | Added |
| Smithfield Trust Co | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 90 | $4.00K | 0.00% | +60+200.0% | Added |
| First Financial Corp | 33 | $4.12K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 38 | $4.74K | 0.00% | +38 | New |
| Column Capital Advisors, LLC | 39 | $4.87K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 40 | $5.00K | 0.04% | −50−55.6% | Reduced |
| Financial Management Professionals, Inc. | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 40 | $5.04K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 41 | $5.12K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 41 | $5.12K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 42 | $5.27K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 45 | $5.62K | 0.00% | +45 | New |
| Central Bank & Trust Co | 46 | $5.74K | 0.00% | +46 | New |
| Accurate Wealth Management, LLC | 46 | $5.92K | 0.00% | +46 | New |
| Spire Wealth Management | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 49 | $6.12K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $6.24K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 50 | $6.24K | 0.00% | −2−3.8% | Reduced |
| Delta Asset Management LLC | 50 | $6.24K | 0.00% | +50 | New |
| Sargent Bickham Lagudis LLC | 51 | $6.37K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 51 | $6.37K | 0.01% | +13+34.2% | Added |
| Belpointe Asset Management LLC | 54 | $6.74K | 0.00% | +54 | New |
| Prestige Wealth Management Group LLC | 56 | $7.02K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 65 | $8.11K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 65 | $8.11K | 0.00% | +65 | New |
| MV Capital Management, Inc. | 69 | $8.61K | 0.00% | −1−1.4% | Reduced |
| Cornerstone Planning Group LLC | 76 | $9.66K | 0.00% | +76 | New |
| Focused Wealth Management, Inc | 80 | $9.98K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 82 | $10.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 85 | $10.6K | 0.00% | −11−11.5% | Reduced |
| TCI Wealth Advisors, Inc. | 90 | $11.2K | 0.00% | −220−71.0% | Reduced |
| Sofos Investments, Inc. | 125 | $11.5K | 0.12% | −1,677−93.1% | Reduced |
| Bell Investment Advisors, Inc | 93 | $11.6K | 0.00% | −2−2.1% | Reduced |
| Archer Investment Corp | 95 | $11.9K | 0.00% | +95 | New |
| Legend Financial Advisors, Inc. | 96 | $12.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 97 | $12.1K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $12.5K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $12.5K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $12.5K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $12.5K | 0.00% | +100 | New |
| Grey Fox Wealth Advisors, LLC | 100 | $12.5K | 0.01% | +100 | New |
| Cary Street Partner Investment Advisory LLC | 101 | $12.6K | 0.00% | +101 | New |
| JFS Wealth Advisors, LLC | 102 | $12.7K | 0.00% | −5−4.7% | Reduced |
| Earnest Partners LLC | 103 | $12.9K | 0.00% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 116 | $14.0K | 0.00% | +116 | New |
| WR Wealth Planners, LLC | 114 | $14.2K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 117 | $14.7K | 0.00% | +21+21.9% | Added |
| Tucker Asset Management LLC | 118 | $14.7K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 122 | $15.0K | 0.00% | +46+60.5% | Added |
| Northwest Investment Counselors, LLC | 126 | $15.7K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 127 | $16.0K | 0.00% | +127 | New |
| Core Alternative Capital | 139 | $17.3K | 0.00% | −25−15.2% | Reduced |
| Glassman Wealth Services | 141 | $17.6K | 0.00% | +16+12.8% | Added |
| Harbor Investment Advisory, LLC | 142 | $17.7K | 0.00% | −4−2.7% | Reduced |
| Larson Financial Group LLC | 148 | $18.5K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 150 | $19.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 161 | $20.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 181 | $22.6K | 0.01% | +181 | New |
| Whittier Trust Co | 200 | $25.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 200 | $25.0K | 0.02% | +200 | New |
| Logan Capital Management Inc | 201 | $25.1K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 205 | $26.0K | 0.01% | +205 | New |
| General Partner, Inc. | 211 | $26.3K | 0.02% | +211 | New |
| Neo Ivy Capital Management | 228 | $28.0K | 0.02% | +192+533.3% | Added |
| Newbridge Financial Services Group, Inc. | 225 | $28.0K | 0.02% | +1+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 227 | $28.3K | 0.00% | +47+26.1% | Added |
| Steward Partners Investment Advisory, LLC | 228 | $28.5K | 0.00% | +93+68.9% | Added |
| Eagle Bay Advisors LLC | 239 | $29.9K | 0.02% | +7+3.0% | Added |
| High Net Worth Advisory Group LLC | 240 | $30.0K | 0.01% | −175−42.2% | Reduced |
| Private Trust Co NA | 243 | $30.0K | 0.00% | −13−5.1% | Reduced |
| First PREMIER Bank | 240 | $30.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 250 | $31.2K | 0.01% | 00.0% | Unchanged |