| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Gs Investments, Inc. | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $136 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $137 | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $137 | 0.00% | +1 | New |
| Larson Financial Group LLC | 2 | $272 | 0.00% | −28−93.3% | Reduced |
| Rialto Wealth Management, LLC | 2 | $273 | 0.00% | −1−33.3% | Reduced |
| Rossby Financial, LCC | 3 | $408 | 0.00% | −28−90.3% | Reduced |
| William B. Walkup & Associates, Inc. | 3 | $408 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $409 | 0.00% | +2+200.0% | Added |
| MV Capital Management, Inc. | 3 | $409 | 0.00% | +3 | New |
| Synergy Investment Management, LLC | 3 | $480 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 4 | $545 | 0.00% | −1−20.0% | Reduced |
| Bruce G. Allen Investments, LLC | 4 | $545 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4 | $545 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 5 | $681 | 0.00% | +3+150.0% | Added |
| Atlantic Union Bankshares Corp | 5 | $681 | 0.00% | +5 | New |
| SHP Wealth Management | 5 | $681 | 0.00% | +5 | New |
| NBT Bank N A | 6 | $812 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $817 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $817 | 0.00% | +4+200.0% | Added |
| Creative Capital Management Investments LLC | 6 | $817 | 0.00% | +6 | New |
| Quent Capital, LLC | 7 | $953 | 0.00% | +7 | New |
| Essential Partners LLC | 7 | $953 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 7 | $954 | 0.00% | +5+250.0% | Added |
| Raffa Wealth Management, LLC | 8 | $1.09K | 0.00% | +1+14.3% | Added |
| Ameritas Advisory Services, LLC | 8 | $1.09K | 0.00% | +8 | New |
| LRI Investments, LLC | 8 | $1.09K | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 8 | $1.11K | 0.00% | +2+33.3% | Added |
| Atlantic Trust, LLC | 9 | $1.23K | 0.00% | −7−43.8% | Reduced |
| Cromwell Holdings LLC | 10 | $1.38K | 0.00% | +6+150.0% | Added |
| Keating Financial Advisory Services, Inc. | 11 | $1.50K | 0.00% | −113−91.1% | Reduced |
| Cornerstone Planning Group LLC | 11 | $1.59K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 13 | $1.63K | 0.00% | +13 | New |
| Versant Capital Management, Inc | 13 | $1.71K | 0.00% | −38−74.5% | Reduced |
| Manchester Capital Management LLC | 13 | $1.77K | 0.00% | +7+116.7% | Added |
| Signature Equity Partners, LLC | 13 | $1.77K | 0.00% | +13 | New |
| Caldwell Sutter Capital, Inc. | 14 | $1.91K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 15 | $2.04K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 15 | $2.04K | 0.00% | +15 | New |
| BFSG, LLC | 15 | $2.04K | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 17 | $2.31K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 20 | $2.76K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $2.86K | 0.00% | +3+16.7% | Added |
| SBI Securities Co., Ltd. | 23 | $3.13K | 0.00% | −26−53.1% | Reduced |
| Zions Bancorporation, National Association | 24 | $3.27K | 0.00% | +21+700.0% | Added |
| Bogart Wealth, LLC | 27 | $3.68K | 0.00% | +23+575.0% | Added |
| Buck Wealth Strategies, LLC | 29 | $3.96K | 0.00% | +29 | New |
| Farmers & Merchants Investments Inc | 33 | $4.49K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $4.50K | 0.00% | +6+22.2% | Added |
| Medallion Wealth Advisors, LLC | 35 | $4.76K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 40 | $5.45K | 0.00% | −429−91.5% | Reduced |
| CVA Family Office, LLC | 42 | $5.72K | 0.00% | +4+10.5% | Added |
| Adirondack Trust Co | 46 | $6.26K | 0.00% | −1−2.1% | Reduced |
| GHP Investment Advisors, Inc. | 50 | $6.81K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 50 | $6.81K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $6.81K | 0.00% | +6+13.6% | Added |
| Cherry Tree Wealth Management, LLC | 50 | $6.81K | 0.00% | +50 | New |
| MTM Investment Management, LLC | 51 | $6.94K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 55 | $8.00K | 0.00% | +5+10.0% | Added |
| Bartlett & Co. Wealth Management LLC | 74 | $10.2K | 0.00% | +25+51.0% | Added |
| ZRC Wealth Management, LLC | 78 | $10.6K | 0.00% | +78 | New |
| Abound Wealth Management | 80 | $10.9K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 88 | $12.0K | 0.00% | −43−32.8% | Reduced |
| Private Trust Co NA | 93 | $12.7K | 0.00% | +47+102.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 95 | $12.9K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 100 | $13.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 103 | $14.0K | 0.00% | +103 | New |
| Provenance Wealth Advisors, LLC | 111 | $15.1K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 121 | $15.5K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 124 | $16.9K | 0.00% | −117−48.5% | Reduced |
| EverSource Wealth Advisors, LLC | 125 | $17.0K | 0.00% | −4−3.1% | Reduced |
| Bessemer Group Inc | 135 | $18.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 138 | $18.8K | 0.00% | +77+126.2% | Added |
| Triumph Capital Management | 150 | $20.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 150 | $20.4K | 0.00% | −432−74.2% | Reduced |
| Los Angeles Capital Management LLC | 152 | $20.7K | 0.00% | −640−80.8% | Reduced |
| Parkside Financial Bank & Trust | 163 | $22.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 170 | $23.1K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 175 | $23.8K | 0.01% | +175 | New |
| Smartleaf Asset Management LLC | 197 | $26.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 201 | $27.4K | 0.00% | +59+41.5% | Added |
| Aquatic Capital Management LLC | 234 | $31.9K | 0.00% | −9,588−97.6% | Reduced |
| Anchor Investment Management, LLC | 234 | $31.9K | 0.00% | +234 | New |
| Harbour Investments, Inc. | 239 | $32.5K | 0.00% | +126+111.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 267 | $36.4K | 0.00% | +34+14.6% | Added |
| Basecamp Wealth Advisors LLC | 295 | $40.2K | 0.01% | −24−7.5% | Reduced |
| Global Retirement Partners, LLC | 297 | $40.4K | 0.00% | +297 | New |
| Nomura Asset Management Co Ltd | 320 | $43.6K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 350 | $47.7K | 0.02% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 365 | $49.7K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 376 | $51.3K | 0.00% | +53+16.4% | Added |
| Sterling Capital Management LLC | 386 | $52.6K | 0.00% | −26−6.3% | Reduced |
| Security National Bank | 398 | $54.2K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 412 | $56.1K | 0.01% | +412 | New |
| Alpine Bank Wealth Management | 431 | $58.7K | 0.01% | +431 | New |
| Leonteq Securities AG | 462 | $62.9K | 0.00% | −78−14.4% | Reduced |
| International Assets Investment Management, LLC | 485 | $66.1K | 0.00% | −26−5.1% | Reduced |
| Bryn Mawr Trust Co | 500 | $68.1K | 0.00% | 00.0% | Unchanged |