| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | −44−88.0% | Reduced |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1 | $0 | 0.00% | +1 | New |
| Harbour Investments, Inc. | 1 | $82 | 0.00% | −8−88.9% | Reduced |
| Ahrens Investment Partners LLC | 1 | $82 | 0.00% | +1 | New |
| Washington Trust Co | 2 | $163 | 0.00% | 00.0% | Unchanged |
| American National Bank | 2 | $163 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $164 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3 | $245 | 0.00% | −9−75.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 3 | $245 | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 4 | $326 | 0.00% | +4 | New |
| TCI Wealth Advisors, Inc. | 4 | $327 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $327 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5 | $409 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 6 | $490 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 7 | $572 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $572 | 0.00% | −4−36.4% | Reduced |
| Versant Capital Management, Inc | 9 | $730 | 0.00% | −1−10.0% | Reduced |
| Arlington Partners LLC | 9 | $735 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 11 | $899 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 13 | $1.06K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 14 | $1.14K | 0.00% | +8+133.3% | Added |
| Kistler-Tiffany Companies, LLC | 15 | $1.23K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 16 | $1.31K | 0.00% | +16 | New |
| Salem Investment Counselors Inc | 17 | $1.39K | 0.00% | +17 | New |
| Hollencrest Capital Management | 19 | $1.55K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 20 | $1.63K | 0.00% | +20 | New |
| Level Financial Advisors, Inc. | 22 | $1.80K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 23 | $1.88K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 25 | $2.04K | 0.00% | −3−10.7% | Reduced |
| CVA Family Office, LLC | 25 | $2.04K | 0.00% | +22+733.3% | Added |
| AdvisorNet Financial, Inc | 28 | $2.29K | 0.00% | +13+86.7% | Added |
| GWM Advisors LLC | 29 | $2.37K | 0.00% | −341−92.2% | Reduced |
| Raffa Wealth Management, LLC | 29 | $2.37K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 29 | $2.37K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $2.37K | 0.00% | +2+7.4% | Added |
| FinTrust Capital Advisors, LLC | 34 | $2.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $2.62K | 0.00% | −47−59.5% | Reduced |
| Schubert & Co | 32 | $2.62K | 0.00% | +4+14.3% | Added |
| Red Tortoise LLC | 36 | $2.94K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 38 | $3.10K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 38 | $3.10K | 0.00% | +31+442.9% | Added |
| SRS Capital Advisors, Inc. | 40 | $3.27K | 0.00% | +40 | New |
| IFP Advisors, Inc | 67 | $3.42K | 0.00% | +9+15.5% | Added |
| Earnest Partners LLC | 47 | $3.84K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 59 | $4.82K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 64 | $5.00K | 0.00% | +64 | New |
| Proequities, Inc. | 66 | $5.39K | 0.00% | −2−2.9% | Reduced |
| Pinnacle Bancorp, Inc. | 71 | $5.80K | 0.00% | −16−18.4% | Reduced |
| Estabrook Capital Management | 73 | $5.96K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 80 | $6.54K | 0.00% | −644−89.0% | Reduced |
| Optimum Investment Advisors | 80 | $6.54K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 88 | $7.19K | 0.00% | −18−17.0% | Reduced |
| Farmers & Merchants Investments Inc | 88 | $7.19K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 95 | $7.76K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 97 | $7.92K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 102 | $8.00K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 98 | $8.01K | 0.00% | −122−55.5% | Reduced |
| Ameritas Advisory Services, LLC | 101 | $8.17K | 0.00% | +101 | New |
| 1832 Asset Management L.P. | 103 | $8.41K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 104 | $8.50K | 0.00% | −13−11.1% | Reduced |
| Smithfield Trust Co | 111 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 110 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 112 | $9.15K | 0.01% | +112 | New |
| Baillie Gifford & Co | 113 | $9.23K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 117 | $9.56K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 118 | $9.64K | 0.00% | −2−1.7% | Reduced |
| Institutional & Family Asset Management, LLC | 120 | $9.80K | 0.00% | −5−4.0% | Reduced |
| Advisory Services Network, LLC | 151 | $12.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 153 | $12.5K | 0.00% | +123+410.0% | Added |
| Riverview Trust Co | 161 | $13.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 169 | $13.8K | 0.00% | +1+0.6% | Added |
| Caldwell Sutter Capital, Inc. | 179 | $14.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 185 | $15.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 203 | $16.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 199 | $16.0K | 0.00% | +199 | New |
| FNY Investment Advisers, LLC | 200 | $16.0K | 0.02% | +200 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $16.3K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 200 | $16.3K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 208 | $17.0K | 0.00% | −213−50.6% | Reduced |
| Private Management Group Inc | 208 | $17.0K | 0.00% | −12−5.5% | Reduced |
| Parallel Advisors, LLC | 210 | $17.2K | 0.00% | +4+1.9% | Added |
| Northwest Investment Counselors, LLC | 211 | $17.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 254 | $20.8K | 0.00% | +20+8.5% | Added |
| Quadrant Capital Group LLC | 268 | $21.9K | 0.00% | −2−0.7% | Reduced |
| Crewe Advisors LLC | 277 | $22.6K | 0.00% | −25−8.3% | Reduced |
| Headlands Technologies LLC | 294 | $24.0K | 0.02% | −488−62.4% | Reduced |
| Baldwin Brothers Inc | 309 | $25.2K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 317 | $26.0K | 0.00% | −32−9.2% | Reduced |
| Ridgewood Investments LLC | 330 | $27.0K | 0.02% | +330 | New |
| Pinnacle Holdings, LLC | 352 | $28.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 353 | $28.8K | 0.01% | +88+33.2% | Added |
| Private Trust Co NA | 363 | $29.7K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 374 | $30.6K | 0.00% | +18+5.1% | Added |
| Clear Perspectives Financial Planning, LLC | 385 | $31.5K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 414 | $33.8K | 0.01% | 00.0% | Unchanged |