| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | New |
| Trust Co of Vermont | 1 | $129 | 0.00% | −24−96.0% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $129 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $130 | 0.00% | −10−90.9% | Reduced |
| Raffa Wealth Management, LLC | 2 | $258 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $258 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $388 | 0.00% | −6−66.7% | Reduced |
| SRS Capital Advisors, Inc. | 4 | $517 | 0.00% | −8−66.7% | Reduced |
| Carolinas Wealth Consulting LLC | 4 | $517 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 4 | $517 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $523 | 0.00% | +4 | New |
| Strategic Investment Solutions, Inc. | 5 | $646 | 0.00% | −310−98.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 5 | $646 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5 | $646 | 0.00% | +5 | New |
| Grove Bank & Trust | 6 | $775 | 0.00% | −1−14.3% | Reduced |
| West Paces Advisors Inc. | 6 | $775 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 6 | $775 | 0.00% | +6 | New |
| JFS Wealth Advisors, LLC | 6 | $776 | 0.00% | −11−64.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $776 | 0.00% | +6 | New |
| Sachetta, LLC | 6 | $776 | 0.00% | +6 | New |
| Sugarloaf Wealth Management, LLC | 7 | $905 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $981 | 0.00% | +9 | New |
| Avion Wealth | 5 | $1.00K | 0.00% | −100−95.2% | Reduced |
| Lazard Asset Management LLC | 14 | $1.00K | 0.00% | +4+40.0% | Added |
| Roble, Belko & Company, Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 11 | $1.00K | 0.00% | +11 | New |
| Tyler-Stone Wealth Management | 8 | $1.03K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 8 | $1.03K | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 10 | $1.29K | 0.00% | +10 | New |
| Cassady Schiller Wealth Management, LLC | 10 | $1.29K | 0.00% | +10 | New |
| Central Trust Co | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.41K | 0.00% | +10 | New |
| Mendota Financial Group, LLC | 11 | $1.42K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11 | $1.42K | 0.00% | +1+10.0% | Added |
| PSI Advisors, LLC | 12 | $1.55K | 0.00% | +7+140.0% | Added |
| Kelly Financial Services LLC | 13 | $1.68K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $1.81K | 0.00% | −26−65.0% | Reduced |
| Salem Investment Counselors Inc | 15 | $1.94K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Hollencrest Capital Management | 19 | $2.46K | 0.00% | −200−91.3% | Reduced |
| Annapolis Financial Services, LLC | 20 | $2.58K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 20 | $2.58K | 0.01% | +20 | New |
| Bell Investment Advisors, Inc | 25 | $3.23K | 0.00% | −9−26.5% | Reduced |
| Rogco, LP | 25 | $3.23K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 25 | $3.23K | 0.00% | +25 | New |
| MV Capital Management, Inc. | 26 | $3.36K | 0.00% | −82−75.9% | Reduced |
| Bogart Wealth, LLC | 27 | $3.49K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 27 | $3.49K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 29 | $3.75K | 0.00% | −122−80.8% | Reduced |
| Smartleaf Asset Management LLC | 29 | $3.79K | 0.00% | +29 | New |
| Capital Advisors, Ltd. LLC | 32 | $4.00K | 0.00% | −1−3.0% | Reduced |
| Whittier Trust Co | 31 | $4.01K | 0.00% | −263−89.5% | Reduced |
| Winch Advisory Services, LLC | 32 | $4.14K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 36 | $4.65K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 38 | $4.91K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 47 | $5.00K | 0.00% | −5−9.6% | Reduced |
| Farmers & Merchants Investments Inc | 39 | $5.04K | 0.00% | −4−9.3% | Reduced |
| Retirement Group, LLC | 39 | $5.04K | 0.00% | −4−9.3% | Reduced |
| Harbor Investment Advisory, LLC | 46 | $5.95K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 46 | $5.95K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 49 | $6.33K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 50 | $6.46K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $6.46K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 50 | $6.46K | 0.00% | +50 | New |
| Atlantic Trust, LLC | 54 | $6.98K | 0.00% | +54 | New |
| Crewe Advisors LLC | 54 | $6.98K | 0.00% | +54 | New |
| Plato Investment Management Ltd | 56 | $7.24K | 0.01% | +56 | New |
| Jamison Private Wealth Management, Inc. | 56 | $7.24K | 0.00% | +18+47.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 57 | $7.37K | 0.00% | +57 | New |
| Assetmark, Inc | 65 | $8.40K | 0.00% | +65 | New |
| Lindbrook Capital, LLC | 69 | $8.92K | 0.00% | −84−54.9% | Reduced |
| GW&K Investment Management, LLC | 67 | $9.00K | 0.00% | −2−2.9% | Reduced |
| Security National Bank | 70 | $9.05K | 0.00% | +70 | New |
| Clear Street Markets LLC | 75 | $10.0K | 0.00% | +75 | New |
| Prestige Wealth Management Group LLC | 79 | $10.2K | 0.00% | −20−20.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 82 | $10.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 84 | $10.9K | 0.00% | −50−37.3% | Reduced |
| TFC Financial Management | 86 | $11.1K | 0.00% | −23−21.1% | Reduced |
| Zions Bancorporation, N.A. | 88 | $11.4K | 0.00% | −91−50.8% | Reduced |
| Ci Investments Inc. | 94 | $12.0K | 0.00% | +1+1.1% | Added |
| Albion Financial Group | 100 | $12.9K | 0.00% | −13−11.5% | Reduced |
| Cambridge Trust Co | 100 | $12.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $12.9K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 100 | $12.9K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $12.9K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $12.9K | 0.00% | +100 | New |
| Sunbelt Securities, Inc. | 103 | $13.3K | 0.00% | −443−81.1% | Reduced |
| Beacon Capital Management, LLC | 128 | $13.9K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 108 | $14.1K | 0.00% | +108 | New |
| GHP Investment Advisors, Inc. | 110 | $14.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 111 | $14.3K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 123 | $15.9K | 0.02% | +123 | New |
| Trivant Custom Portfolio Group, LLC | 125 | $16.2K | 0.01% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 135 | $17.4K | 0.00% | +62+84.9% | Added |
| Natixis | 139 | $18.0K | 0.00% | +139 | New |
| Bartlett & Co. LLC | 140 | $18.0K | 0.00% | −100−41.7% | Reduced |
| FWL Investment Management, LLC | 140 | $18.1K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 140 | $18.3K | 0.00% | −100−41.7% | Reduced |
| Groupama Asset Managment | 150 | $19.4K | 0.00% | +150 | New |
