| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | −129−96.3% | Reduced |
| Evolution Advisers, Inc. | 14 | $0 | 0.00% | +14 | New |
| Navigoe, LLC | 9 | $0 | 0.00% | +9 | New |
| Raleigh Capital Management Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $43 | 0.00% | −552−99.8% | Reduced |
| Silver Grove Financial Group, Inc. | 1 | $43 | 0.00% | −17−94.4% | Reduced |
| Planning Strategies Inc. | 1 | $43 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $44 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $76 | 0.00% | −4−80.0% | Reduced |
| Hughes Financial Services, LLC | 2 | $86 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2 | $86 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 3 | $130 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 3 | $130 | 0.00% | +3 | New |
| Sachetta, LLC | 3 | $130 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 4 | $179 | 0.00% | +4 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 6 | $259 | 0.00% | −174,000−100.0% | Reduced |
| First Horizon Corp | 7 | $302 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 7 | $303 | 0.00% | +5+250.0% | Added |
| Rakuten Securities, Inc. | 8 | $345 | 0.00% | −50−86.2% | Reduced |
| MidFirst Bank | 8 | $345 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 8 | $345 | 0.00% | +8 | New |
| Retirement Wealth Solutions LLC | 9 | $389 | 0.00% | +5+125.0% | Added |
| LRI Investments, LLC | 10 | $432 | 0.00% | −67−87.0% | Reduced |
| Macquarie Group Ltd | 13 | $561 | 0.00% | −100−88.5% | Reduced |
| Provenance Wealth Advisors, LLC | 13 | $561 | 0.00% | +13 | New |
| HFM Investment Advisors, LLC | 13 | $562 | 0.00% | +6+85.7% | Added |
| Ronald Blue Trust, Inc. | 14 | $604 | 0.00% | −100−87.7% | Reduced |
| Sunrise Financial Services, LLC | 14 | $605 | 0.00% | −12−46.2% | Reduced |
| Stone House Investment Management, LLC | 14 | $605 | 0.00% | +14 | New |
| Fortis Group Advisors, LLC | 15 | $648 | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 15 | $662 | 0.00% | +15 | New |
| Kilter Group LLC | 16 | $691 | 0.00% | −3−15.8% | Reduced |
| Trust Co of Vermont | 16 | $691 | 0.00% | +16 | New |
| First Command Advisory Services, Inc. | 17 | $734 | 0.00% | +17 | New |
| Noble Wealth Management PBC | 18 | $777 | 0.00% | +18 | New |
| West Paces Advisors Inc. | 19 | $820 | 0.00% | +19 | New |
| Private Wealth Management Group, LLC | 19 | $821 | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 19 | $838 | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $864 | 0.00% | −5−20.0% | Reduced |
| Cape Investment Advisory, Inc. | 21 | $907 | 0.00% | +21 | New |
| Bay Harbor Wealth Management, LLC | 22 | $950 | 0.00% | +2+10.0% | Added |
| ZRC Wealth Management, LLC | 22 | $950 | 0.00% | +14+175.0% | Added |
| Ares Financial Consulting, LLC | 24 | $1.04K | 0.00% | −12−33.3% | Reduced |
| Gilpin Wealth Management, LLC | 24 | $1.04K | 0.00% | −1−4.0% | Reduced |
| Bruce G. Allen Investments, LLC | 25 | $1.08K | 0.00% | +21+525.0% | Added |
| Ankerstar Wealth, LLC | 27 | $1.17K | 0.00% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 27 | $1.17K | 0.00% | +27 | New |
| Creative Capital Management Investments LLC | 30 | $1.29K | 0.00% | +30 | New |
| LifeSteps Financial, Inc. | 31 | $1.36K | 0.00% | +31 | New |
| Morse Asset Management, Inc | 33 | $1.43K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 33 | $1.43K | 0.00% | +18+120.0% | Added |
| Evermay Wealth Management LLC | 33 | $1.43K | 0.00% | +33 | New |
| Princeton Global Asset Management LLC | 33 | $1.43K | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 34 | $1.47K | 0.00% | −1−2.9% | Reduced |
| Cromwell Holdings LLC | 38 | $1.64K | 0.00% | +27+245.5% | Added |
| Accordant Advisory Group Inc | 41 | $1.77K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 45 | $1.94K | 0.00% | −13−22.4% | Reduced |
| Action Point Financial Planning, LLC | 50 | $2.12K | 0.00% | +50 | New |
| Hilton Head Capital Partners, LLC | 50 | $2.16K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 51 | $2.20K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 54 | $2.33K | 0.00% | −110−67.1% | Reduced |
| Rocky Mountain Advisers, LLC | 54 | $2.33K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 56 | $2.42K | 0.00% | −3,367−98.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 56 | $2.42K | 0.00% | +35+166.7% | Added |
| Brown Brothers Harriman & Co | 64 | $2.76K | 0.00% | −33−34.0% | Reduced |
| Mather Group, LLC. | 65 | $2.81K | 0.00% | −255−79.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 66 | $2.85K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 66 | $2.85K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 67 | $2.98K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 71 | $3.08K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 72 | $3.11K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 74 | $3.30K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 87 | $3.76K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 87 | $3.76K | 0.00% | +87 | New |
| Coston, McIsaac & Partners | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 95 | $4.10K | 0.00% | −4−4.0% | Reduced |
| Flagship Wealth Advisors, LLC | 100 | $4.32K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 100 | $4.32K | 0.00% | −8−7.4% | Reduced |
| Grove Bank & Trust | 100 | $4.32K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 101 | $4.36K | 0.00% | +76+304.0% | Added |
| NBT Bank N A | 102 | $4.40K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 105 | $4.53K | 0.00% | +18+20.7% | Added |
| Highline Wealth Partners LLC | 106 | $4.58K | 0.00% | +51+92.7% | Added |
| Activest Wealth Management | 109 | $4.71K | 0.00% | +3+2.8% | Added |
| Oakworth Capital, Inc. | 110 | $4.75K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 111 | $4.79K | 0.00% | +47+73.4% | Added |
| HM Payson & Co | 116 | $5.01K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 119 | $5.14K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 120 | $5.18K | 0.00% | +58+93.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 126 | $5.45K | 0.00% | +126 | New |
| Gill Capital Partners, LLC | 130 | $5.61K | 0.00% | +100+333.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 133 | $5.74K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 134 | $5.79K | 0.00% | +134 | New |
| Pin Oak Investment Advisors Inc | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 141 | $6.09K | 0.00% | −176−55.5% | Reduced |
| Owl Creek Wealth Partners LLC | 141 | $6.09K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 143 | $6.17K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 120 | $6.31K | 0.00% | 00.0% | Unchanged |