| Retirement Wealth Solutions LLC | 0 | $9 | 0.00% | 0 | New |
| Cassady Schiller Wealth Management, LLC | 4 | $94 | 0.00% | +4 | New |
| Cape Investment Advisory, Inc. | 4 | $94 | 0.00% | +4 | New |
| High Note Wealth, LLC | 6 | $141 | 0.00% | +6 | New |
| Activest Wealth Management | 7 | $164 | 0.00% | +7 | New |
| Colonial Trust Co | 15 | $179 | 0.00% | +15 | New |
| Chesapeake Asset Management LLC | 10 | $234 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 10 | $234 | 0.00% | +10 | New |
| Winnow Wealth LLC | 11 | $241 | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 15 | $351 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 15 | $352 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 17 | $398 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 20 | $469 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 23 | $511 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22 | $515 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $539 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 23 | $539 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 23 | $539 | 0.00% | +3+15.0% | Added |
| Nemes Rush Group LLC | 24 | $562 | 0.00% | +24 | New |
| Redwood Park Advisors LLC | 24 | $563 | 0.00% | +24 | New |
| Principia Wealth Advisory, LLC | 26 | $609 | 0.00% | +26 | New |
| Bell Investment Advisors, Inc | 31 | $727 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 33 | $774 | 0.00% | +33 | New |
| Clark Wealth Partners | 34 | $797 | 0.00% | +34 | New |
| WealthTrak Capital Management LLC | 40 | $938 | 0.00% | +40 | New |
| TFC Financial Management | 41 | $961 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 45 | $1.05K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 47 | $1.10K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 49 | $1.15K | 0.00% | +49 | New |
| Raffa Wealth Management, LLC | 52 | $1.22K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 56 | $1.31K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 60 | $1.41K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 67 | $1.57K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 73 | $1.71K | 0.00% | +27+58.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 74 | $1.74K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 87 | $2.04K | 0.00% | +87 | New |
| NewSquare Capital LLC | 89 | $2.08K | 0.00% | +89 | New |
| LRI Investments, LLC | 97 | $2.27K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $2.34K | 0.00% | −10−9.1% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 108 | $2.53K | 0.00% | +108 | New |
| Dunhill Financial, LLC | 131 | $3.07K | 0.00% | +33+33.7% | Added |
| Zions Bancorporation, N.A. | 147 | $3.44K | 0.00% | +27+22.5% | Added |
| Sachetta, LLC | 155 | $3.63K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 166 | $3.89K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 166 | $3.89K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 175 | $4.10K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 188 | $4.41K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 196 | $4.59K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $4.69K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 200 | $4.69K | 0.00% | +200 | New |
| Harbour Investments, Inc. | 214 | $5.01K | 0.00% | +44+25.9% | Added |
| Harbor Investment Advisory, LLC | 242 | $5.67K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 244 | $5.72K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 250 | $5.86K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 297 | $6.00K | 0.00% | −9−2.9% | Reduced |
| MV Capital Management, Inc. | 257 | $6.02K | 0.00% | −14−5.2% | Reduced |
| Whipplewood Advisors, LLC | 260 | $6.09K | 0.00% | +260 | New |
| Private Wealth Management Group, LLC | 262 | $6.14K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 270 | $6.33K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 298 | $6.98K | 0.00% | +192+181.1% | Added |
| Blume Capital Management, Inc. | 300 | $7.03K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 300 | $7.03K | 0.00% | +300 | New |
| Raleigh Capital Management Inc. | 302 | $7.08K | 0.00% | +5+1.7% | Added |
| HM Payson & Co | 316 | $7.40K | 0.00% | −11−3.4% | Reduced |
| Tortoise Investment Management, LLC | 316 | $7.40K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 334 | $8.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 357 | $8.00K | 0.00% | +22+6.6% | Added |
| Transce3nd, LLC | 351 | $8.22K | 0.00% | +351 | New |
| North Ridge Wealth Advisors, Inc. | 400 | $9.37K | 0.01% | +400 | New |
| Financial Management Professionals, Inc. | 414 | $9.70K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 418 | $9.79K | 0.00% | −28−6.3% | Reduced |
| Farmers & Merchants Investments Inc | 425 | $9.96K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 436 | $10.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 440 | $10.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 456 | $10.7K | 0.00% | +346+314.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 459 | $10.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 484 | $11.3K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 497 | $11.6K | 0.01% | +497 | New |
| Golden State Wealth Management, LLC | 513 | $12.0K | 0.00% | +513 | New |
| CVA Family Office, LLC | 535 | $12.5K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 553 | $13.0K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 567 | $13.3K | 0.00% | +567 | New |
| Quent Capital, LLC | 597 | $14.0K | 0.00% | +597 | New |
| ZRC Wealth Management, LLC | 600 | $14.1K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 606 | $14.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 619 | $14.5K | 0.00% | −8−1.3% | Reduced |
| Delta Asset Management LLC | 633 | $14.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 648 | $15.0K | 0.00% | +61+10.4% | Added |
| Ronald Blue Trust, Inc. | 648 | $15.2K | 0.00% | −5,669−89.7% | Reduced |
| Covestor Ltd | 674 | $16.0K | 0.01% | −3−0.4% | Reduced |
| Central Trust Co | 700 | $16.4K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 725 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 810 | $17.5K | 0.00% | +106+15.1% | Added |
| Eastern Bank | 791 | $18.5K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 811 | $19.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 824 | $19.3K | 0.00% | +824 | New |
| Continuum Advisory, LLC | 893 | $20.9K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 900 | $21.1K | 0.03% | −43−4.6% | Reduced |
| Tompkins Financial Corp | 900 | $21.1K | 0.00% | 00.0% | Unchanged |