| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 50 | $0 | 0.00% | +50 | New |
| Washington Trust Co | 2 | $153 | 0.00% | −13−86.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 2 | $153 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $153 | 0.00% | +2 | New |
| CVA Family Office, LLC | 3 | $229 | 0.00% | −240−98.8% | Reduced |
| Meeder Asset Management Inc | 3 | $229 | 0.00% | −197−98.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 3 | $229 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3 | $263 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4 | $305 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $305 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5 | $381 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 6 | $458 | 0.00% | −1−14.3% | Reduced |
| TD Private Client Wealth LLC | 6 | $458 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 6 | $458 | 0.00% | +6 | New |
| Bogart Wealth, LLC | 7 | $534 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $686 | 0.00% | −4−30.8% | Reduced |
| Versant Capital Management, Inc | 10 | $763 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $839 | 0.00% | −3−21.4% | Reduced |
| SJS Investment Consulting Inc. | 11 | $839 | 0.00% | +4+57.1% | Added |
| CIBC Private Wealth Group, LLC | 11,087 | $846 | 0.00% | +160+1.5% | Added |
| Farther Finance Advisors, LLC | 12 | $915 | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 11 | $962 | 0.00% | +11 | New |
| BerganKDV Wealth Management, LLC | 13 | $992 | 0.00% | −80−86.0% | Reduced |
| Johnson Midwest Financial, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Creative Capital Management Investments LLC | 7 | $1.00K | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 15 | $1.14K | 0.00% | +5+50.0% | Added |
| Kistler-Tiffany Companies, LLC | 15 | $1.14K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 19 | $1.45K | 0.00% | +19 | New |
| Anchor Investment Management, LLC | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 23 | $1.75K | 0.00% | +23 | New |
| Spire Wealth Management | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $2.06K | 0.00% | −40−59.7% | Reduced |
| Fifth Third Bancorp | 28 | $2.14K | 0.00% | −111−79.9% | Reduced |
| Carolinas Wealth Consulting LLC | 28 | $2.14K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 28 | $2.14K | 0.00% | +15+115.4% | Added |
| Allworth Financial LP | 29 | $2.21K | 0.00% | −681−95.9% | Reduced |
| Raffa Wealth Management, LLC | 29 | $2.21K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 34 | $2.59K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 36 | $2.75K | 0.00% | +36 | New |
| Eagle Bay Advisors LLC | 38 | $2.90K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 33 | $3.00K | 0.00% | +33 | New |
| Earnest Partners LLC | 47 | $3.58K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 58 | $4.00K | 0.00% | −61−51.3% | Reduced |
| Halpern Financial, Inc. | 59 | $4.50K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 66 | $5.03K | 0.00% | −15−18.5% | Reduced |
| Proequities, Inc. | 68 | $5.19K | 0.00% | +23+51.1% | Added |
| Accurate Wealth Management, LLC | 65 | $5.55K | 0.00% | +65 | New |
| Estabrook Capital Management | 73 | $5.57K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 77 | $5.87K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 79 | $6.03K | 0.00% | +58+276.2% | Added |
| Optimum Investment Advisors | 80 | $6.10K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 88 | $6.71K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 87 | $7.00K | 0.00% | −23−20.9% | Reduced |
| Colonial Trust Co | 95 | $7.25K | 0.00% | +95 | New |
| Plante Moran Financial Advisors, LLC | 97 | $7.40K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 103 | $7.86K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 111 | $8.00K | 0.00% | −202−64.5% | Reduced |
| Alaska Permanent Fund Corp | 104 | $8.00K | 0.00% | −167−61.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 102 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 106 | $8.08K | 0.00% | +4+3.9% | Added |
| Global Retirement Partners, LLC | 111 | $8.47K | 0.00% | −15−11.9% | Reduced |
| Baillie Gifford & Co | 113 | $8.62K | 0.00% | +43+61.4% | Added |
| JFS Wealth Advisors, LLC | 117 | $8.92K | 0.00% | +35+42.7% | Added |
| Delta Asset Management LLC | 117 | $8.92K | 0.00% | +117 | New |
| Glassman Wealth Services | 120 | $9.15K | 0.00% | −5−4.0% | Reduced |
| Heritage Wealth Advisors | 122 | $9.30K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 125 | $9.53K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 137 | $10.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 151 | $11.5K | 0.00% | +151 | New |
| Riverview Trust Co | 161 | $12.0K | 0.01% | +161 | New |
| Washington Trust Advisors, Inc. | 168 | $12.8K | 0.00% | −338−66.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 179 | $13.7K | 0.01% | +179 | New |
| Atlantic Trust, LLC | 185 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 203 | $15.0K | 0.00% | +123+153.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $15.2K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 200 | $15.3K | 0.02% | −157−44.0% | Reduced |
| Parallel Advisors, LLC | 206 | $15.7K | 0.00% | −696−77.2% | Reduced |
| Northwest Investment Counselors, LLC | 211 | $16.1K | 0.00% | 00.0% | Unchanged |
| Private Management Group Inc | 220 | $16.8K | 0.00% | −772−77.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 220 | $16.8K | 0.00% | −387−63.8% | Reduced |
| Huntington National Bank | 234 | $17.8K | 0.00% | +69+41.8% | Added |
| State of Wyoming | 265 | $20.2K | 0.01% | +18+7.3% | Added |
| Quadrant Capital Group LLC | 270 | $20.6K | 0.00% | +71+35.7% | Added |
| Northwestern Mutual Wealth Management Co | 272 | $20.7K | 0.00% | −6−2.2% | Reduced |
| Crewe Advisors LLC | 302 | $23.0K | 0.00% | −127−29.6% | Reduced |
| Baldwin Brothers Inc | 309 | $23.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 370 | $26.0K | 0.00% | +370 | New |
| Pinnacle Holdings, LLC | 352 | $26.8K | 0.01% | −51−12.7% | Reduced |
| Ci Investments Inc. | 349 | $27.0K | 0.00% | +180+106.5% | Added |
| Belpointe Asset Management LLC | 356 | $27.2K | 0.00% | +356 | New |
| Private Trust Co NA | 363 | $28.0K | 0.00% | +30+9.0% | Added |
| Clear Perspectives Financial Planning, LLC | 385 | $29.4K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 414 | $31.6K | 0.01% | 00.0% | Unchanged |
