| Avion Wealth | 5 | $0 | 0.00% | +1+25.0% | Added |
| Y.D. More Investments Ltd | 48 | $14 | 0.00% | +2+4.3% | Added |
| WestEnd Advisors, LLC | 1 | $106 | 0.00% | +1 | New |
| First Personal Financial Services | 1 | $106 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $109 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3 | $313 | 0.00% | −31−91.2% | Reduced |
| WR Wealth Planners, LLC | 5 | $530 | 0.00% | +5 | New |
| Brown Brothers Harriman & Co | 6 | $635 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 6 | $636 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 7 | $734 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 7 | $741 | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 7 | $748 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $819 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 8 | $847 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 9 | $953 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $953 | 0.00% | +9 | New |
| Creative Financial Designs Inc | 10 | $1.06K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 11 | $1.17K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 11 | $1.17K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $1.27K | 0.00% | −113−90.4% | Reduced |
| Assetmark, Inc | 12 | $1.27K | 0.00% | +12 | New |
| Trifecta Capital Advisors, LLC | 14 | $1.48K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 19 | $2.01K | 0.00% | −57−75.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 19 | $2.01K | 0.00% | +2+11.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 20 | $2.12K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $2.12K | 0.00% | +8+66.7% | Added |
| AdvisorNet Financial, Inc | 23 | $2.44K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 24 | $2.62K | 0.00% | +8+50.0% | Added |
| Raleigh Capital Management Inc. | 25 | $2.65K | 0.00% | +5+25.0% | Added |
| Key Financial Inc | 27 | $2.86K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 28 | $2.90K | 0.00% | +5+21.7% | Added |
| Copeland Capital Management, LLC | 28 | $2.96K | 0.00% | +28 | New |
| Ashton Thomas Securities, LLC | 32 | $3.39K | 0.00% | +32 | New |
| Piscataqua Savings Bank | 33 | $3.50K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 36 | $3.81K | 0.00% | −114−76.0% | Reduced |
| Capital Advisors, Ltd. LLC | 36 | $4.00K | 0.00% | +24+200.0% | Added |
| DT Investment Partners, LLC | 44 | $4.66K | 0.00% | +44 | New |
| Versant Capital Management, Inc | 50 | $5.30K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 60 | $6.35K | 0.00% | +60 | New |
| Skopos Labs, Inc. | 60 | $6.36K | 0.00% | +60 | New |
| CVA Family Office, LLC | 61 | $6.46K | 0.00% | +16+35.6% | Added |
| Farmers & Merchants Investments Inc | 63 | $6.67K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 65 | $6.88K | 0.00% | +36+124.1% | Added |
| Sachetta, LLC | 67 | $7.10K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 70 | $7.41K | 0.00% | +19+37.3% | Added |
| Zions Bancorporation, N.A. | 76 | $8.05K | 0.00% | −52−40.6% | Reduced |
| Delta Asset Management LLC | 78 | $8.26K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 83 | $8.79K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 95 | $10.1K | 0.00% | −111−53.9% | Reduced |
| Bell Investment Advisors, Inc | 102 | $10.8K | 0.00% | +5+5.2% | Added |
| Principal Securities, Inc. | 105 | $11.1K | 0.00% | −6−5.4% | Reduced |
| St Germain D J Co Inc | 115 | $12.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 117 | $12.4K | 0.00% | −89−43.2% | Reduced |
| Larson Financial Group LLC | 137 | $14.5K | 0.00% | +137 | New |
| Peregrine Capital Management LLC | 150 | $15.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 154 | $16.1K | 0.00% | +136+755.6% | Added |
| Hemington Wealth Management | 164 | $17.0K | 0.00% | +164 | New |
| Washington Trust Co | 175 | $18.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 177 | $18.7K | 0.00% | +92+108.2% | Added |
| WealthCollab, LLC | 182 | $19.3K | 0.01% | +81+80.2% | Added |
| CoreCap Advisors, LLC | 182 | $19.3K | 0.00% | +182 | New |
| Covestor Ltd | 191 | $20.0K | 0.01% | −26−12.0% | Reduced |
| GW&K Investment Management, LLC | 189 | $20.0K | 0.00% | +31+19.6% | Added |
| Cape Investment Advisory, Inc. | 200 | $21.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 200 | $21.2K | 0.00% | +15+8.1% | Added |
| Massmutual Trust Co FSB | 224 | $23.7K | 0.00% | +18+8.7% | Added |
| Investment Research & Advisory Group, Inc. | 225 | $23.8K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 225 | $23.8K | 0.01% | +116+106.4% | Added |
| Harbour Investments, Inc. | 229 | $24.3K | 0.00% | −16−6.5% | Reduced |
| Cromwell Holdings LLC | 248 | $26.3K | 0.02% | +63+34.1% | Added |
| TCTC Holdings, LLC | 254 | $26.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 264 | $27.8K | 0.00% | +17+6.9% | Added |
| EverSource Wealth Advisors, LLC | 275 | $29.1K | 0.00% | +50+22.2% | Added |
| Riverview Trust Co | 298 | $31.6K | 0.03% | +298 | New |
| Sunbelt Securities, Inc. | 338 | $35.8K | 0.00% | +72+27.1% | Added |
| Sentry Investment Management LLC | 359 | $38.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 375 | $39.7K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 380 | $40.2K | 0.00% | +380 | New |
| Keener Financial Planning LLC | 418 | $44.0K | 0.03% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 446 | $47.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 446 | $47.2K | 0.00% | −3−0.7% | Reduced |
| Montag A & Associates Inc | 450 | $47.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 473 | $50.1K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 476 | $50.4K | 0.01% | +476 | New |
| Parkside Financial Bank & Trust | 485 | $51.4K | 0.01% | +197+68.4% | Added |
| First Command Advisory Services, Inc. | 494 | $52.3K | 0.00% | −68−12.1% | Reduced |
| ZRC Wealth Management, LLC | 501 | $53.1K | 0.02% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 517 | $54.0K | 0.00% | +154+42.4% | Added |
| Allworth Financial LP | 515 | $54.6K | 0.00% | −54−9.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 526 | $55.7K | 0.00% | +525+52,500.0% | Added |
| Lindbrook Capital, LLC | 547 | $57.9K | 0.01% | +60+12.3% | Added |
| True Wealth Design, LLC | 558 | $59.1K | 0.02% | +558 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 568 | $60.2K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 588 | $62.3K | 0.00% | −886−60.1% | Reduced |
| GeoWealth Management, LLC | 597 | $63.2K | 0.00% | +597 | New |
| Estabrook Capital Management | 600 | $63.5K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 660 | $69.9K | 0.01% | +83+14.4% | Added |
| Private Trust Co NA | 670 | $71.0K | 0.01% | +270+67.5% | Added |
| Evermay Wealth Management LLC | 675 | $71.5K | 0.01% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 690 | $73.1K | 0.00% | +690 | New |