| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| PSI Advisors, LLC | 1 | $150 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $150 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $150 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $151 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $151 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $151 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $282 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $300 | 0.01% | +2 | New |
| Perkins Coie Trust Co | 3 | $450 | 0.00% | +3 | New |
| Cherry Tree Wealth Management, LLC | 3 | $451 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $451 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 3 | $451 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 4 | $601 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $604 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $751 | 0.00% | −1−16.7% | Reduced |
| Private Wealth Management Group, LLC | 5 | $751 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $902 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 6 | $902 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $977 | 0.00% | +1+16.7% | Added |
| Hantz Financial Services, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 8 | $1.20K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $1.35K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 9 | $1.35K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 11 | $1.65K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 11 | $1.65K | 0.00% | +11 | New |
| Prestige Wealth Management Group LLC | 11 | $1.65K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 14 | $2.10K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 14 | $2.10K | 0.00% | +14 | New |
| Salem Investment Counselors Inc | 16 | $2.40K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 16 | $2.40K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16 | $2.40K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 16 | $2.44K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 17 | $2.55K | 0.00% | +7+70.0% | Added |
| Wolff Wiese Magana LLC | 17 | $2.55K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 18 | $2.56K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 18 | $2.70K | 0.00% | +18 | New |
| MPWM Advisory Solutions, LLC | 19 | $2.85K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $3.15K | 0.00% | −366−94.6% | Reduced |
| Global Financial Private Client, LLC | 21 | $3.15K | 0.00% | +4+23.5% | Added |
| Bell Investment Advisors, Inc | 21 | $3.15K | 0.00% | +3+16.7% | Added |
| JFS Wealth Advisors, LLC | 22 | $3.31K | 0.00% | −4−15.4% | Reduced |
| Key Financial Inc | 23 | $3.46K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 23 | $3.46K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $3.75K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $3.75K | 0.00% | +11+78.6% | Added |
| CoreCap Advisors, LLC | 26 | $3.90K | 0.00% | −36−58.1% | Reduced |
| Cornerstone Planning Group LLC | 31 | $4.29K | 0.00% | +25+416.7% | Added |
| WPG Advisers, LLC | 30 | $4.51K | 0.00% | −17−36.2% | Reduced |
| City State Bank | 30 | $4.51K | 0.00% | +30 | New |
| Assetmark, Inc | 35 | $5.26K | 0.00% | −39,390−99.9% | Reduced |
| Whipplewood Advisors, LLC | 15 | $5.26K | 0.00% | −28−65.1% | Reduced |
| Solstein Capital, LLC | 36 | $5.41K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 36 | $5.41K | 0.00% | +36 | New |
| Hemington Wealth Management | 43 | $6.00K | 0.00% | +1+2.4% | Added |
| Gables Capital Management Inc. | 40 | $6.01K | 0.00% | 00.0% | Unchanged |
| Amundi | 46 | $6.38K | 0.00% | +13+39.4% | Added |
| Cape Investment Advisory, Inc. | 44 | $6.61K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 49 | $7.36K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 53 | $7.96K | 0.00% | +53 | New |
| Rocky Mountain Advisers, LLC | 54 | $8.11K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 56 | $8.41K | 0.00% | +5+9.8% | Added |
| Private Wealth Asset Management, LLC | 68 | $10.2K | 0.00% | +68 | New |
| Sunbelt Securities, Inc. | 71 | $10.7K | 0.00% | +1+1.4% | Added |
| Stonebridge Financial Group, LLC | 74 | $11.1K | 0.00% | +1+1.4% | Added |
| Retirement Wealth Solutions LLC | 77 | $11.6K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 78 | $11.7K | 0.00% | −12−13.3% | Reduced |
| Rise Advisors, LLC | 79 | $11.9K | 0.01% | −34−30.1% | Reduced |
| Binnacle Investments Inc | 80 | $12.0K | 0.01% | +80 | New |
| Hughes Financial Services, LLC | 83 | $12.5K | 0.00% | +83 | New |
| Riverview Trust Co | 85 | $12.8K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 90 | $13.5K | 0.00% | +23+34.3% | Added |
| Centerpoint Advisors, LLC | 97 | $15.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 101 | $15.2K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 106 | $15.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 106 | $15.9K | 0.00% | −10−8.6% | Reduced |
| Smartleaf Asset Management LLC | 109 | $16.1K | 0.00% | −51−31.9% | Reduced |
| Whittier Trust Co | 108 | $16.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 115 | $17.3K | 0.00% | −71−38.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 115 | $17.3K | 0.00% | +115 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 128 | $19.2K | 0.00% | +128 | New |
| Mather Group, LLC. | 128 | $19.2K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 134 | $20.2K | 0.00% | −2−1.5% | Reduced |
| MAI Capital Management | 135 | $20.3K | 0.00% | +32+31.1% | Added |
| EverSource Wealth Advisors, LLC | 139 | $20.9K | 0.00% | −66−32.2% | Reduced |
| Golden State Wealth Management, LLC | 145 | $21.8K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 149 | $22.4K | 0.00% | −277−65.0% | Reduced |
| HM Payson & Co | 150 | $22.5K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 166 | $24.9K | 0.00% | +166 | New |
| Massmutual Trust Co FSB | 167 | $25.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 189 | $28.4K | 0.00% | +62+48.8% | Added |
| Trust Co of Vermont | 200 | $30.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 203 | $30.5K | 0.00% | +13+6.8% | Added |
| CIBC Private Wealth Group, LLC | 261 | $34.3K | 0.00% | −4−1.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 236 | $35.0K | 0.00% | −51−17.8% | Reduced |
| South State Corp. | 240 | $36.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 249 | $37.4K | 0.00% | +142+132.7% | Added |
| Montag A & Associates Inc | 255 | $38.3K | 0.00% | 00.0% | Unchanged |