| Avion Wealth | 15 | $0 | 0.00% | −22−59.5% | Reduced |
| RE Dickinson Investment Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| Rosenberg Matthew Hamilton | 2 | $64 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $64 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 5 | $161 | 0.00% | +1+25.0% | Added |
| Trust Co of Vermont | 7 | $225 | 0.00% | +7 | New |
| Raleigh Capital Management Inc. | 10 | $321 | 0.00% | +10 | New |
| Zions Bancorporation, N.A. | 12 | $385 | 0.00% | −71−85.5% | Reduced |
| Dunhill Financial, LLC | 18 | $592 | 0.00% | +18 | New |
| GAMMA Investing LLC | 20 | $607 | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $611 | 0.00% | +19 | New |
| Arlington Trust Co LLC | 22 | $706 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 22 | $706 | 0.00% | +22 | New |
| JFS Wealth Advisors, LLC | 22 | $707 | 0.00% | −82−78.8% | Reduced |
| Carolinas Wealth Consulting LLC | 24 | $771 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 45 | $1.00K | 0.00% | +45 | New |
| Longfellow Investment Management Co LLC | 36 | $1.16K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 41 | $1.33K | 0.00% | 00.0% | Unchanged |
| Motco | 46 | $1.48K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 56 | $1.80K | 0.00% | +56 | New |
| Bell Investment Advisors, Inc | 58 | $1.86K | 0.00% | −13−18.3% | Reduced |
| Sachetta, LLC | 60 | $1.93K | 0.00% | +60 | New |
| Spire Wealth Management | 66 | $2.02K | 0.00% | −511−88.6% | Reduced |
| Abound Wealth Management | 64 | $2.06K | 0.00% | −33−34.0% | Reduced |
| Venturi Wealth Management, LLC | 71 | $2.28K | 0.00% | +71 | New |
| Vermillion & White Wealth Management Group, LLC | 76 | $2.44K | 0.00% | +76 | New |
| TFC Financial Management | 76 | $2.44K | 0.00% | +48+171.4% | Added |
| Raffa Wealth Management, LLC | 80 | $2.57K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 94 | $3.02K | 0.00% | −218−69.9% | Reduced |
| Gradient Investments LLC | 95 | $3.04K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 97 | $3.11K | 0.00% | −106−52.2% | Reduced |
| Pinnacle Bancorp, Inc. | 100 | $3.21K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 105 | $3.37K | 0.00% | +9+9.4% | Added |
| St Germain D J Co Inc | 107 | $3.44K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 107 | $3.44K | 0.00% | +69+181.6% | Added |
| Cassady Schiller Wealth Management, LLC | 111 | $3.56K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 112 | $3.60K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 116 | $3.74K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 139 | $4.00K | 0.00% | +89+178.0% | Added |
| Rocky Mountain Advisers, LLC | 125 | $4.01K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 138 | $4.43K | 0.00% | −213−60.7% | Reduced |
| Strategic Investment Solutions, Inc. | 140 | $4.50K | 0.00% | −8,680−98.4% | Reduced |
| TSFG, LLC | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 157 | $5.04K | 0.00% | +92+141.5% | Added |
| Red Tortoise LLC | 167 | $5.36K | 0.00% | +120+255.3% | Added |
| Fortis Group Advisors, LLC | 176 | $5.65K | 0.00% | +88+100.0% | Added |
| Newbridge Financial Services Group, Inc. | 177 | $5.68K | 0.00% | −403−69.5% | Reduced |
| PSI Advisors, LLC | 182 | $5.84K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 187 | $6.00K | 0.00% | −123−39.7% | Reduced |
| Glen Eagle Advisors, LLC | 214 | $6.88K | 0.00% | −136−38.9% | Reduced |
| PrairieView Partners, LLC | 253 | $8.00K | 0.00% | +1+0.4% | Added |
| GW&K Investment Management, LLC | 245 | $8.00K | 0.00% | +94+62.3% | Added |
| Global Trust Asset Management, LLC | 250 | $8.03K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 264 | $8.48K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 265 | $8.51K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 279 | $9.00K | 0.01% | −50−15.2% | Reduced |
| Loomis Sayles & Co L P | 276 | $9.00K | 0.00% | +276 | New |
| Bokf, NA | 296 | $9.50K | 0.00% | +296 | New |
| Clear Point Advisors Inc. | 296 | $9.51K | 0.01% | +296 | New |
| Ritter Daniher Financial Advisory LLC | 300 | $9.63K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 302 | $9.70K | 0.00% | −234−43.7% | Reduced |
| NBT Bank N A | 307 | $9.86K | 0.00% | +307 | New |
| Ulland Investment Advisors, LLC | 300 | $10.0K | 0.01% | +300 | New |
| Hexagon Capital Partners LLC | 344 | $11.0K | 0.00% | +251+269.9% | Added |
| Lindbrook Capital, LLC | 352 | $11.3K | 0.00% | −291−45.3% | Reduced |
| Country Trust Bank | 390 | $12.5K | 0.00% | 00.0% | Unchanged |
| Trust Co | 413 | $13.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 426 | $13.7K | 0.00% | −21−4.7% | Reduced |
| Intelligent Financial Strategies | 430 | $13.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 422 | $14.0K | 0.01% | −2,505−85.6% | Reduced |
| Princeton Global Asset Management LLC | 436 | $14.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 446 | $14.3K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 475 | $15.3K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 485 | $15.6K | 0.01% | +485 | New |
| Quent Capital, LLC | 560 | $18.0K | 0.00% | +36+6.9% | Added |
| Headlands Technologies LLC | 577 | $18.5K | 0.01% | +557+2,785.0% | Added |
| JNBA Financial Advisors | 595 | $19.1K | 0.00% | +71+13.5% | Added |
| Bartlett & Co. Wealth Management LLC | 650 | $20.8K | 0.00% | +650 | New |
| Hanson & Doremus Investment Management | 640 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 650 | $21.0K | 0.00% | +650 | New |
| Clearstead Advisors, LLC | 660 | $21.2K | 0.00% | +142+27.4% | Added |
| Steward Partners Investment Advisory, LLC | 709 | $22.8K | 0.00% | −517−42.2% | Reduced |
| Rakuten Investment Management, Inc. | 724 | $23.1K | 0.00% | +724 | New |
| Allworth Financial LP | 725 | $23.3K | 0.00% | −7,087−90.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 728 | $23.4K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 730 | $23.4K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 738 | $23.7K | 0.02% | +738 | New |
| Umb Bank N A | 743 | $23.9K | 0.00% | −142−16.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 750 | $24.1K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 800 | $25.7K | 0.02% | +400+100.0% | Added |
| City State Bank | 850 | $27.0K | 0.01% | −75−8.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 844 | $27.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 876 | $28.1K | 0.00% | −126−12.6% | Reduced |
| Financial Perspectives, Inc | 900 | $28.9K | 0.01% | +100+12.5% | Added |
| Pflug Koory, LLC | 1,050 | $33.7K | 0.02% | −70−6.3% | Reduced |
| TD Private Client Wealth LLC | 1,054 | $33.8K | 0.00% | +973+1,201.2% | Added |
| Global Retirement Partners, LLC | 1,134 | $35.5K | 0.00% | +246+27.7% | Added |
| Deseret Mutual Benefit Administrators | 1,119 | $35.9K | 0.02% | −340−23.3% | Reduced |
