| Larson Financial Group LLC | 1 | $114 | 0.00% | −3−75.0% | Reduced |
| First Horizon Advisors, Inc. | 1 | $114 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $114 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $114 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $115 | 0.00% | +1 | New |
| Harbour Investments, Inc. | 2 | $228 | 0.00% | −10−83.3% | Reduced |
| Bruce G. Allen Investments, LLC | 2 | $228 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $228 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $228 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $229 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 3 | $327 | 0.00% | +3 | New |
| Greenline Partners, LLC | 3 | $343 | 0.00% | +3 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $456 | 0.00% | −33−89.2% | Reduced |
| Sierra Ocean, LLC | 4 | $457 | 0.00% | −6−60.0% | Reduced |
| Raffa Wealth Management, LLC | 5 | $571 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $571 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5 | $571 | 0.00% | +5 | New |
| Nova Wealth Management, Inc. | 6 | $685 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 7 | $799 | 0.00% | −27−79.4% | Reduced |
| Zions Bancorporation, National Association | 8 | $913 | 0.00% | +8 | New |
| Rise Advisors, LLC | 8 | $913 | 0.00% | +8 | New |
| GW&K Investment Management, LLC | 9 | $1.00K | 0.00% | −4−30.8% | Reduced |
| Picton Mahoney Asset Management | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 9 | $1.03K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $1.03K | 0.00% | +9 | New |
| Kiker Wealth Management, LLC | 9 | $1.03K | 0.00% | +9 | New |
| Bogart Wealth, LLC | 10 | $1.14K | 0.00% | −9−47.4% | Reduced |
| MV Capital Management, Inc. | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $1.14K | 0.00% | +6+150.0% | Added |
| SJS Investment Consulting Inc. | 11 | $1.26K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 11 | $1.26K | 0.00% | 00.0% | Unchanged |
| Motco | 12 | $1.37K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $1.37K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $1.42K | 0.00% | −1−7.7% | Reduced |
| Provenance Wealth Advisors, LLC | 13 | $1.48K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $1.49K | 0.00% | −127−90.7% | Reduced |
| Private Wealth Management Group, LLC | 14 | $1.60K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $1.79K | 0.00% | +2+13.3% | Added |
| Ogorek Anthony Joseph | 21 | $2.00K | 0.00% | +21 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 20 | $2.00K | 0.00% | +20 | New |
| TFC Financial Management | 18 | $2.06K | 0.00% | +11+157.1% | Added |
| TD Capital Management LLC | 19 | $2.17K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 22 | $2.51K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 25 | $2.85K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 27 | $3.08K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 28 | $3.20K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 28 | $3.20K | 0.00% | +2+7.7% | Added |
| Atlantic Trust, LLC | 28 | $3.20K | 0.00% | +28 | New |
| Financial Management Professionals, Inc. | 32 | $3.65K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 34 | $3.88K | 0.00% | +9+36.0% | Added |
| Farmers & Merchants Investments Inc | 36 | $4.11K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 36 | $4.11K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 38 | $4.34K | 0.00% | +38 | New |
| Central Trust Co | 40 | $4.57K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 39 | $4.65K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 46 | $5.00K | 0.00% | −7−13.2% | Reduced |
| Assetmark, Inc | 46 | $5.25K | 0.00% | −7−13.2% | Reduced |
| JFS Wealth Advisors, LLC | 47 | $5.37K | 0.00% | +9+23.7% | Added |
| Washington Trust Advisors, Inc. | 49 | $5.54K | 0.00% | +13+36.1% | Added |
| West Branch Capital LLC | 50 | $5.71K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 52 | $5.94K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 51 | $6.00K | 0.00% | −2−3.8% | Reduced |
| Manchester Capital Management LLC | 58 | $6.62K | 0.00% | +18+45.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 61 | $6.95K | 0.00% | −13−17.6% | Reduced |
| Smartleaf Asset Management LLC | 68 | $7.73K | 0.00% | +36+112.5% | Added |
| Private Wealth Asset Management, LLC | 68 | $7.76K | 0.00% | +68 | New |
| Tortoise Investment Management, LLC | 72 | $8.22K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 76 | $8.68K | 0.00% | −17−18.3% | Reduced |
| Hemington Wealth Management | 87 | $9.00K | 0.00% | +18+26.1% | Added |
| Wood Tarver Financial Group, LLC | 90 | $10.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 92 | $10.5K | 0.00% | −2−2.1% | Reduced |
| Parkside Financial Bank & Trust | 92 | $10.5K | 0.00% | +24+35.3% | Added |
| South State Corp. | 92 | $10.5K | 0.00% | +92 | New |
| NBC Securities, Inc. | 104 | $11.0K | 0.00% | +104 | New |
| Spire Wealth Management | 102 | $11.6K | 0.00% | −82−44.6% | Reduced |
| Wayfinding Financial, LLC | 111 | $12.0K | 0.01% | +111 | New |
| EverSource Wealth Advisors, LLC | 116 | $13.2K | 0.00% | +82+241.2% | Added |
| Colonial Trust Co | 120 | $13.7K | 0.00% | −76−38.8% | Reduced |
| Ronald Blue Trust, Inc. | 151 | $17.2K | 0.00% | +4+2.7% | Added |
| Sentry Investment Management LLC | 181 | $18.0K | 0.01% | +181 | New |
| Montag A & Associates Inc | 160 | $18.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 170 | $19.4K | 0.00% | −8−4.5% | Reduced |
| Cromwell Holdings LLC | 171 | $19.5K | 0.01% | +4+2.4% | Added |
| Investors Research Corp | 181 | $20.7K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 196 | $22.4K | 0.00% | −15−7.1% | Reduced |
| SRS Capital Advisors, Inc. | 202 | $23.1K | 0.00% | −37−15.5% | Reduced |
| CVA Family Office, LLC | 204 | $23.3K | 0.00% | +4+2.0% | Added |
| Atlas Capital Advisors LLC | 213 | $24.3K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 225 | $25.7K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 227 | $25.9K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 229 | $26.1K | 0.02% | −58−20.2% | Reduced |
| Group One Trading, L.P. | 235 | $26.8K | 0.00% | −722−75.4% | Reduced |
| Federated Hermes, Inc. | 243 | $27.7K | 0.00% | +186+326.3% | Added |
| Ci Investments Inc. | 267 | $30.0K | 0.00% | −17−6.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 269 | $30.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 277 | $31.6K | 0.00% | +60+27.6% | Added |
| Parallel Advisors, LLC | 291 | $33.2K | 0.00% | +27+10.2% | Added |
| Rosenberg Matthew Hamilton | 331 | $37.8K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 348 | $39.7K | 0.00% | +78+28.9% | Added |
| Kathleen S. Wright Associates Inc. | 350 | $40.0K | 0.02% | 00.0% | Unchanged |