| Navigoe, LLC | 11 | $0 | 0.00% | +11 | New |
| Meramec Financial Planners, LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $82 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 2 | $165 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $165 | 0.00% | +2 | New |
| Wealth Enhancement Trust Services, Inc. | 2 | $165 | 0.00% | +2 | New |
| Planning Strategies Inc. | 2 | $165 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $185 | 0.00% | +2 | New |
| Synergy Investment Management, LLC | 7 | $329 | 0.00% | +7 | New |
| Seneschal Advisors, LLC | 4 | $330 | 0.00% | +2+100.0% | Added |
| Hughes Financial Services, LLC | 4 | $330 | 0.00% | +2+100.0% | Added |
| Creative Financial Designs Inc | 5 | $412 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5 | $412 | 0.00% | +5 | New |
| Maryland Capital Advisors Inc. | 5 | $413 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 6 | $464 | 0.00% | +6 | New |
| Silver Grove Financial Group, Inc. | 6 | $494 | 0.00% | +6 | New |
| South State Corp. | 7 | $577 | 0.00% | +7 | New |
| American Capital Advisory, LLC | 7 | $577 | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 11 | $643 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 8 | $659 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 9 | $742 | 0.00% | +9 | New |
| Investors Portfolio Services LLC | 10 | $824 | 0.00% | 00.0% | Unchanged |
| Trust Co | 11 | $907 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 11 | $907 | 0.00% | +7+175.0% | Added |
| Raffa Wealth Management, LLC | 12 | $989 | 0.00% | +11+1,100.0% | Added |
| Torren Management, LLC | 13 | $1.07K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 13 | $1.07K | 0.00% | +13 | New |
| LRI Investments, LLC | 13 | $1.07K | 0.00% | +13 | New |
| MV Capital Management, Inc. | 15 | $1.24K | 0.00% | −2−11.8% | Reduced |
| UMA Financial Services, Inc. | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $1.40K | 0.00% | +4+30.8% | Added |
| Cromwell Holdings LLC | 18 | $1.49K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 20 | $1.65K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 21 | $1.73K | 0.00% | +13+162.5% | Added |
| Leonteq Securities AG | 23 | $1.90K | 0.00% | −688−96.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 25 | $2.06K | 0.00% | +15+150.0% | Added |
| Rialto Wealth Management, LLC | 25 | $2.06K | 0.00% | +13+108.3% | Added |
| Atlantic Union Bankshares Corp | 25 | $2.06K | 0.00% | +25 | New |
| Sachetta, LLC | 25 | $2.06K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 26 | $2.14K | 0.00% | +6+30.0% | Added |
| Assetmark, Inc | 26 | $2.15K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 28 | $2.31K | 0.00% | +12+75.0% | Added |
| Ronald Blue Trust, Inc. | 33 | $2.72K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 37 | $3.00K | 0.00% | +37 | New |
| Colonial Trust Co | 37 | $3.03K | 0.00% | −18−32.7% | Reduced |
| Creative Capital Management Investments LLC | 40 | $3.30K | 0.00% | +40 | New |
| Horizon Financial Services, LLC | 41 | $3.38K | 0.00% | +41 | New |
| Bell Investment Advisors, Inc | 44 | $3.63K | 0.00% | +15+51.7% | Added |
| Action Point Financial Planning, LLC | 48 | $3.79K | 0.00% | +48 | New |
| Ameritas Advisory Services, LLC | 46 | $3.79K | 0.00% | +43+1,433.3% | Added |
| Highland Investment Advisors LLC | 47 | $3.87K | 0.00% | +47 | New |
| Brown Brothers Harriman & Co | 48 | $3.96K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 52 | $4.29K | 0.00% | +11+26.8% | Added |
| Winch Advisory Services, LLC | 62 | $5.11K | 0.00% | +62 | New |
| Asset Dedication, LLC | 62 | $5.11K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 62 | $5.11K | 0.00% | +2+3.3% | Added |
| Private Wealth Management Group, LLC | 63 | $5.19K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 67 | $5.52K | 0.00% | +1+1.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 70 | $5.77K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 81 | $6.67K | 0.00% | +81 | New |
| JFS Wealth Advisors, LLC | 82 | $6.76K | 0.00% | +28+51.9% | Added |
| SHP Wealth Management | 86 | $7.10K | 0.00% | +27+45.8% | Added |
| Fortitude Family Office, LLC | 89 | $7.33K | 0.00% | +50+128.2% | Added |
| WealthCollab, LLC | 91 | $7.50K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 94 | $7.76K | 0.00% | +2+2.2% | Added |
| Concord Wealth Partners | 103 | $8.45K | 0.00% | +103 | New |
| EFG International AG | 108 | $8.90K | 0.00% | +108 | New |
| SJS Investment Consulting Inc. | 111 | $9.15K | 0.00% | +14+14.4% | Added |
| Zions Bancorporation, National Association | 121 | $9.97K | 0.00% | +1+0.8% | Added |
| Hantz Financial Services, Inc. | 124 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 122 | $10.1K | 0.00% | +122 | New |
| WPG Advisers, LLC | 127 | $10.5K | 0.01% | +127 | New |
| Spire Wealth Management | 135 | $11.1K | 0.00% | +135 | New |
| Smartleaf Asset Management LLC | 139 | $11.3K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 141 | $11.6K | 0.00% | +1+0.7% | Added |
| Signature Equity Partners, LLC | 150 | $12.4K | 0.01% | +50+50.0% | Added |
| Massmutual Trust Co FSB | 196 | $16.2K | 0.00% | +19+10.7% | Added |
| SOA Wealth Advisors, LLC. | 200 | $16.5K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 202 | $16.6K | 0.00% | +64+46.4% | Added |
| Contravisory Investment Management, Inc. | 213 | $17.6K | 0.00% | +213 | New |
| Atlantic Trust, LLC | 221 | $18.2K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 233 | $19.2K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 250 | $20.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 267 | $22.0K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 270 | $22.3K | 0.01% | +270 | New |
| Parkside Financial Bank & Trust | 276 | $22.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 288 | $23.7K | 0.00% | +176+157.1% | Added |
| Toth Financial Advisory Corp | 300 | $24.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 311 | $26.0K | 0.02% | −58−15.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 348 | $28.7K | 0.00% | +293+532.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 358 | $29.5K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 361 | $29.8K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 378 | $31.2K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 400 | $33.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 441 | $36.3K | 0.00% | +39+9.7% | Added |
| Penserra Capital Management LLC | 481 | $38.0K | 0.00% | +21+4.6% | Added |
| Nisa Investment Advisors, LLC | 464 | $38.3K | 0.00% | −9−1.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 467 | $38.5K | 0.00% | −55−10.5% | Reduced |
| Versant Capital Management, Inc | 501 | $41.3K | 0.00% | −20−3.8% | Reduced |