| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $226 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 1 | $227 | 0.00% | −69−98.6% | Reduced |
| Transce3nd, LLC | 1 | $227 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $227 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $227 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $227 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $227 | 0.00% | +1 | New |
| Arlington Trust Co LLC | 1 | $227 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 2 | $453 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $453 | 0.00% | +1+100.0% | Added |
| MV Capital Management, Inc. | 2 | $454 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 3 | $680 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $680 | 0.00% | +1+50.0% | Added |
| S&T Bank | 3 | $680 | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $680 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 3 | $680 | 0.00% | +3 | New |
| Cromwell Holdings LLC | 3 | $680 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $681 | 0.00% | −1−25.0% | Reduced |
| Hughes Financial Services, LLC | 3 | $748 | 0.00% | +1+50.0% | Added |
| Stephens Consulting, LLC | 4 | $907 | 0.00% | +4 | New |
| Albion Financial Group | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $1.13K | 0.00% | +3+150.0% | Added |
| Montag A & Associates Inc | 6 | $1.26K | 0.00% | +1+20.0% | Added |
| Brown Brothers Harriman & Co | 6 | $1.36K | 0.00% | +6 | New |
| Ronald Blue Trust, Inc. | 6 | $1.36K | 0.00% | +6 | New |
| Fortitude Family Office, LLC | 6 | $1.36K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.36K | 0.00% | +1+20.0% | Added |
| South State Corp. | 6 | $1.36K | 0.00% | +4+200.0% | Added |
| Kilter Group LLC | 6 | $1.36K | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 6 | $1.51K | 0.00% | −25−80.6% | Reduced |
| True Wealth Design, LLC | 7 | $1.59K | 0.00% | +2+40.0% | Added |
| Rialto Wealth Management, LLC | 7 | $1.59K | 0.00% | +7 | New |
| Webster Bank, N. A. | 8 | $1.81K | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 9 | $2.04K | 0.00% | −7−43.8% | Reduced |
| High Note Wealth, LLC | 9 | $2.04K | 0.00% | +9 | New |
| Activest Wealth Management | 9 | $2.04K | 0.00% | +9 | New |
| Bruce G. Allen Investments, LLC | 10 | $2.27K | 0.00% | −4−28.6% | Reduced |
| ROSS\JOHNSON & Associates LLC | 10 | $2.27K | 0.05% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $2.27K | 0.00% | +10 | New |
| Central Trust Co | 11 | $2.50K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 12 | $2.71K | 0.00% | −43−78.2% | Reduced |
| WPG Advisers, LLC | 12 | $2.72K | 0.00% | −20−62.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 13 | $2.95K | 0.00% | −9−40.9% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 13 | $2.95K | 0.00% | +13 | New |
| Avion Wealth | 14 | $3.00K | 0.00% | +14 | New |
| Ancora Advisors, LLC | 14 | $3.17K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 13 | $3.32K | 0.00% | +13 | New |
| Cranbrook Wealth Management, LLC | 15 | $3.40K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 15 | $3.40K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $3.63K | 0.00% | +13+433.3% | Added |
| Solstein Capital, LLC | 17 | $3.85K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 17 | $3.85K | 0.00% | +17 | New |
| Medallion Wealth Advisors, LLC | 17 | $4.02K | 0.00% | −227−93.0% | Reduced |
| Versant Capital Management, Inc | 18 | $4.08K | 0.00% | +18 | New |
| TD Private Client Wealth LLC | 19 | $4.31K | 0.00% | +9+90.0% | Added |
| Sachetta, LLC | 19 | $4.31K | 0.00% | +19 | New |
| Richardson Capital Management LLC | 20 | $4.54K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $4.76K | 0.00% | +3+16.7% | Added |
| Bell Investment Advisors, Inc | 21 | $4.76K | 0.00% | +6+40.0% | Added |
| Harbour Investments, Inc. | 22 | $4.99K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 24 | $5.44K | 0.00% | +24 | New |
| Kelly Lawrence W & Associates Inc | 30 | $6.80K | 0.00% | −42,698−99.9% | Reduced |
| Blume Capital Management, Inc. | 30 | $6.80K | 0.00% | +30 | New |
| CoreCap Advisors, LLC | 32 | $7.25K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 32 | $7.25K | 0.00% | +32 | New |
| Hemington Wealth Management | 38 | $8.00K | 0.00% | +2+5.6% | Added |
| Rogco, LP | 36 | $8.16K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 36 | $8.17K | 0.00% | +12+50.0% | Added |
| Evelyn Partners Investment Management LLP | 40 | $9.07K | 0.00% | −182−82.0% | Reduced |
| Adirondack Trust Co | 50 | $11.3K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $11.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 50 | $11.3K | 0.00% | +3+6.4% | Added |
| Binnacle Investments Inc | 51 | $11.6K | 0.01% | −5−8.9% | Reduced |
| GW&K Investment Management, LLC | 58 | $13.0K | 0.00% | −3−4.9% | Reduced |
| Private Wealth Management Group, LLC | 58 | $13.2K | 0.00% | +41+241.2% | Added |
| Rise Advisors, LLC | 59 | $13.3K | 0.01% | +3+5.4% | Added |
| GWM Advisors LLC | 64 | $14.5K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 66 | $15.0K | 0.01% | +13+24.5% | Added |
| Strategic Investment Solutions, Inc. | 81 | $18.3K | 0.01% | +50+161.3% | Added |
| Essential Partners LLC | 83 | $18.8K | 0.01% | +83 | New |
| Hantz Financial Services, Inc. | 85 | $19.0K | 0.00% | +75+750.0% | Added |
| Mechanics Financial Corp | 86 | $19.5K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 95 | $21.4K | 0.00% | −12−11.2% | Reduced |
| Natixis | 97 | $22.0K | 0.00% | +97 | New |
| Centerpoint Advisors, LLC | 98 | $22.0K | 0.01% | +37+60.7% | Added |
| Larson Financial Group LLC | 106 | $24.0K | 0.00% | +74+231.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 111 | $25.2K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 118 | $26.8K | 0.02% | −427−78.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 122 | $27.6K | 0.00% | +29+31.2% | Added |
| Huntington National Bank | 124 | $28.1K | 0.00% | +90+264.7% | Added |
| Vega Investment Solutions | 128 | $29.0K | 0.01% | −159−55.4% | Reduced |
| Traub Capital Management LLC | 130 | $29.5K | 0.03% | +130 | New |
| Nomura Asset Management Co Ltd | 132 | $29.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 144 | $32.5K | 0.00% | −401−73.6% | Reduced |
| Bank of Jackson Hole Trust | 171 | $38.8K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 175 | $39.7K | 0.01% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 188 | $42.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 189 | $42.9K | 0.00% | −33−14.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 191 | $43.3K | 0.00% | +57+42.5% | Added |