| Hazlett, Burt & Watson, Inc. | 4 | $0 | 0.00% | +4 | New |
| Avion Wealth | 10 | $0 | 0.00% | +10 | New |
| Retirement Wealth Solutions LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $75 | 0.00% | −7−77.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $85 | 0.00% | +2 | New |
| GoalVest Advisory LLC | 3 | $127 | 0.00% | +3 | New |
| Winnow Wealth LLC | 4 | $143 | 0.00% | +1+33.3% | Added |
| Perkins Coie Trust Co | 4 | $168 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 4 | $169 | 0.00% | −4−50.0% | Reduced |
| Chesapeake Asset Management LLC | 5 | $210 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 5 | $211 | 0.00% | −46−90.2% | Reduced |
| West Paces Advisors Inc. | 5 | $211 | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $254 | 0.00% | +6 | New |
| Anchor Investment Management, LLC | 7 | $295 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $296 | 0.00% | −5−41.7% | Reduced |
| Whittier Trust Co | 10 | $421 | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10 | $422 | 0.00% | −1,391−99.3% | Reduced |
| AdvisorNet Financial, Inc | 10 | $422 | 0.00% | −256−96.2% | Reduced |
| WealthTrak Capital Management LLC | 10 | $422 | 0.00% | +10 | New |
| Cromwell Holdings LLC | 12 | $513 | 0.00% | −145−92.4% | Reduced |
| Motco | 13 | $548 | 0.00% | +13 | New |
| Bogart Wealth, LLC | 14 | $591 | 0.00% | +14 | New |
| Hollencrest Capital Management | 15 | $633 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 15 | $633 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $675 | 0.00% | −1−5.9% | Reduced |
| Tompkins Financial Corp | 17 | $717 | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 20 | $844 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 20 | $851 | 0.00% | +1+5.3% | Added |
| CVA Family Office, LLC | 21 | $886 | 0.00% | +11+110.0% | Added |
| Assetmark, Inc | 23 | $970 | 0.00% | −30−56.6% | Reduced |
| Capital A Wealth Management, LLC | 23 | $970 | 0.00% | +17+283.3% | Added |
| GW&K Investment Management, LLC | 13 | $1.00K | 0.00% | −11−45.8% | Reduced |
| Dunhill Financial, LLC | 24 | $1.00K | 0.00% | +3+14.3% | Added |
| Private Wealth Asset Management, LLC | 29 | $1.22K | 0.00% | +29 | New |
| Park Square Financial Group, LLC | 30 | $1.27K | 0.00% | −10−25.0% | Reduced |
| Consultiva Wealth Management, Corp. | 31 | $1.31K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 31 | $1.33K | 0.00% | +23+287.5% | Added |
| MPWM Advisory Solutions, LLC | 35 | $1.48K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 35 | $1.48K | 0.00% | +35 | New |
| Grove Bank & Trust | 36 | $1.52K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 42 | $1.77K | 0.00% | +42 | New |
| Raffa Wealth Management, LLC | 44 | $1.86K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 46 | $1.94K | 0.00% | +11+31.4% | Added |
| Zions Bancorporation, National Association | 47 | $1.98K | 0.00% | +47 | New |
| Hemington Wealth Management | 62 | $2.00K | 0.00% | −39−38.6% | Reduced |
| McIlrath & Eck, LLC | 50 | $2.11K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 50 | $2.11K | 0.00% | +50 | New |
| Meeder Asset Management Inc | 52 | $2.19K | 0.00% | −23−30.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 53 | $2.24K | 0.00% | +53 | New |
| Sachetta, LLC | 55 | $2.33K | 0.00% | +55 | New |
| Bruce G. Allen Investments, LLC | 56 | $2.36K | 0.00% | +14+33.3% | Added |
| WealthCollab, LLC | 57 | $2.40K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 58 | $2.45K | 0.00% | +10+20.8% | Added |
| GPS Wealth Strategies Group, LLC | 60 | $2.53K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 65 | $2.74K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 70 | $2.95K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 70 | $2.95K | 0.00% | +66+1,650.0% | Added |
| Fullerton Fund Management Co Ltd. | 71 | $3.00K | 0.00% | +71 | New |
| Hantz Financial Services, Inc. | 65 | $3.00K | 0.00% | +65 | New |
| Archer Investment Corp | 72 | $3.04K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 72 | $3.04K | 0.00% | +72 | New |
| Ransom Advisory, Ltd | 75 | $3.16K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 83 | $3.27K | 0.00% | −4−4.6% | Reduced |
| UMA Financial Services, Inc. | 78 | $3.29K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 80 | $3.38K | 0.00% | −103−56.3% | Reduced |
| Independence Bank of Kentucky | 80 | $3.38K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 83 | $3.50K | 0.00% | −333−80.0% | Reduced |
| Bell Investment Advisors, Inc | 83 | $3.50K | 0.00% | +33+66.0% | Added |
| High Note Wealth, LLC | 84 | $3.54K | 0.00% | +34+68.0% | Added |
| Capital Advisors, Ltd. LLC | 102 | $4.00K | 0.00% | −34−25.0% | Reduced |
| Brown Brothers Harriman & Co | 100 | $4.22K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $4.22K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 100 | $4.22K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $4.22K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 101 | $4.26K | 0.00% | −57,798−99.8% | Reduced |
| Millstone Evans Group, LLC | 101 | $4.27K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 106 | $4.47K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 135 | $5.00K | 0.00% | +135 | New |
| JNBA Financial Advisors | 120 | $5.06K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 121 | $5.11K | 0.00% | −213−63.8% | Reduced |
| GHP Investment Advisors, Inc. | 122 | $5.15K | 0.00% | +122 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 130 | $5.53K | 0.00% | +1+0.8% | Added |
| Rothschild Investment LLC | 136 | $5.74K | 0.00% | −150−52.4% | Reduced |
| Central Trust Co | 140 | $5.91K | 0.00% | −18−11.4% | Reduced |
| Curat Global, LLC | 160 | $6.75K | 0.01% | +160 | New |
| Harbour Investments, Inc. | 163 | $6.88K | 0.00% | +1+0.6% | Added |
| Mather Group, LLC. | 165 | $6.96K | 0.00% | −296−64.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 167 | $7.04K | 0.00% | +167 | New |
| CoreCap Advisors, LLC | 168 | $7.09K | 0.00% | +59+54.1% | Added |
| Putney Financial Group LLC | 170 | $7.17K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 172 | $7.25K | 0.00% | +2+1.2% | Added |
| Valley National Advisers Inc | 202 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 192 | $8.10K | 0.00% | +160+500.0% | Added |
| Private Wealth Management Group, LLC | 192 | $8.10K | 0.00% | +88+84.6% | Added |
| City State Bank | 197 | $8.31K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $8.44K | 0.00% | −1,500−88.2% | Reduced |
| Rossby Financial, LCC | 205 | $8.44K | 0.00% | +205 | New |
| Logan Capital Management Inc | 201 | $8.48K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 201 | $8.48K | 0.00% | +115+133.7% | Added |
| True Wealth Design, LLC | 208 | $8.78K | 0.00% | +191+1,123.5% | Added |