| Halbert Hargrove Global Advisors, LLC | 0 | $9 | 0.00% | 0 | New |
| Peoples Financial Services Corp. | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1 | $27 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $27 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 6 | $165 | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 10 | $272 | 0.00% | +10 | New |
| TFC Financial Management | 10 | $274 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 12 | $329 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 16 | $438 | 0.00% | +16 | New |
| Tucker Asset Management LLC | 19 | $523 | 0.00% | +5+35.7% | Added |
| Legacy Investment Solutions, LLC | 22 | $595 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 22 | $595 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 22 | $628 | 0.06% | −33,723−99.9% | Reduced |
| Nemes Rush Group LLC | 28 | $767 | 0.00% | +28 | New |
| Trifecta Capital Advisors, LLC | 34 | $932 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 34 | $941 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 36 | $986 | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 36 | $986 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 41 | $1.00K | 0.00% | +41 | New |
| PFG Private Wealth Management, LLC | 37 | $1.01K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 37 | $1.01K | 0.00% | −219−85.5% | Reduced |
| Grove Bank & Trust | 37 | $1.01K | 0.00% | +37 | New |
| Human Investing LLC | 37 | $1.01K | 0.00% | +37 | New |
| WealthTrak Capital Management LLC | 40 | $1.10K | 0.00% | +40 | New |
| Winnow Wealth LLC | 41 | $1.10K | 0.00% | +41 | New |
| Cape Investment Advisory, Inc. | 41 | $1.12K | 0.00% | +41 | New |
| Sugarloaf Wealth Management, LLC | 46 | $1.26K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 47 | $1.29K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 50 | $1.37K | 0.00% | +50 | New |
| Mountain Hill Investment Partners Corp. | 52 | $1.43K | 0.00% | +52 | New |
| Delos Wealth Advisors, LLC | 64 | $1.75K | 0.00% | +1+1.6% | Added |
| NewSquare Capital LLC | 64 | $1.75K | 0.00% | +64 | New |
| Raffa Wealth Management, LLC | 65 | $1.78K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 67 | $1.84K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 69 | $1.89K | 0.00% | +69 | New |
| Financial Network Wealth Advisors LLC | 71 | $1.95K | 0.00% | −678−90.5% | Reduced |
| Creekmur Asset Management LLC | 75 | $2.05K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 84 | $2.30K | 0.00% | +84 | New |
| Sierra Ocean, LLC | 85 | $2.34K | 0.00% | +85 | New |
| FLP Wealth Management, LLC | 86 | $2.37K | 0.01% | +86 | New |
| BOK Financial Private Wealth, Inc. | 100 | $2.74K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 100 | $2.74K | 0.00% | +100 | New |
| Richard W. Paul & Associates, LLC | 108 | $2.96K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 117 | $3.21K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 128 | $3.51K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 130 | $3.56K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 130 | $3.56K | 0.00% | +130 | New |
| Jackson, Grant Investment Advisers, Inc. | 134 | $3.67K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 135 | $3.70K | 0.00% | +135 | New |
| Financial Life Planners | 137 | $3.75K | 0.00% | +137 | New |
| RE Dickinson Investment Advisors, LLC | 144 | $3.90K | 0.00% | +11+8.3% | Added |
| Minot DeBlois Advisors LLC | 152 | $4.17K | 0.00% | +152 | New |
| Morton Brown Family Wealth, LLC | 153 | $4.19K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 158 | $4.33K | 0.00% | −36−18.6% | Reduced |
| Carolinas Wealth Consulting LLC | 162 | $4.44K | 0.00% | +99+157.1% | Added |
| GHP Investment Advisors, Inc. | 167 | $4.58K | 0.00% | −144−46.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 168 | $4.60K | 0.00% | +168 | New |
| Menard Financial Group LLC | 169 | $4.63K | 0.00% | +169 | New |
| Lowe Wealth Advisors, LLC | 177 | $4.85K | 0.00% | +177 | New |
| Red Tortoise LLC | 198 | $5.42K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 202 | $5.54K | 0.00% | +202 | New |
| Mark Sheptoff Financial Planning, LLC | 203 | $5.56K | 0.00% | +203 | New |
| Darwin Advisors, LLC | 205 | $5.62K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 211 | $5.79K | 0.00% | +2+1.0% | Added |
| Mainstream Capital Management LLC | 215 | $5.89K | 0.00% | +215 | New |
| Byrne Asset Management LLC | 219 | $6.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 219 | $6.00K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 230 | $6.30K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 240 | $6.58K | 0.00% | +240 | New |
| Kozak & Associates, Inc. | 237 | $6.70K | 0.00% | +108+83.7% | Added |
| IAG Wealth Partners, LLC | 245 | $6.71K | 0.00% | +245 | New |
| Blue Bell Private Wealth Management, LLC | 250 | $6.85K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 251 | $6.88K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 279 | $7.64K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 286 | $7.84K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 291 | $7.96K | 0.00% | −61−17.3% | Reduced |
| Crowley Wealth Management, Inc. | 297 | $8.15K | 0.01% | +297 | New |
| Insight Financial Services | 300 | $8.22K | 0.01% | +300 | New |
| Dunhill Financial, LLC | 311 | $8.52K | 0.00% | +10+3.3% | Added |
| Briaud Financial Planning, Inc | 353 | $9.00K | 0.00% | +3+0.9% | Added |
| Perkins Coie Trust Co | 337 | $9.23K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 339 | $9.28K | 0.00% | +3+0.9% | Added |
| Friedenthal Financial | 347 | $9.51K | 0.01% | +347 | New |
| Optimum Investment Advisors | 350 | $9.59K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 350 | $9.59K | 0.01% | +350 | New |
| Mattson Financial Services, LLC | 438 | $9.68K | 0.00% | +438 | New |
| Painted Porch Advisors LLC | 358 | $9.81K | 0.00% | +358 | New |
| Centennial Bank | 369 | $10.1K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 376 | $10.3K | 0.00% | +376 | New |
| Highline Wealth Partners LLC | 382 | $10.5K | 0.00% | +77+25.2% | Added |
| Cetera Trust Company, N.A | 384 | $10.5K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 392 | $10.7K | 0.00% | +323+468.1% | Added |
| Resources Management Corp | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 403 | $11.0K | 0.01% | +403 | New |
| Pineridge Advisors LLC | 446 | $12.2K | 0.00% | +3+0.7% | Added |
| FSA Wealth Management LLC | 448 | $12.3K | 0.00% | +100+28.7% | Added |
| Bell Investment Advisors, Inc | 458 | $12.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 461 | $12.6K | 0.00% | +20+4.5% | Added |