| Steward Financial Group LLC | 6 | $0 | 0.00% | +6 | New |
| True Wealth Design, LLC | 1 | $45 | 0.00% | +1 | New |
| Huntington National Bank | 2 | $90 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $136 | 0.00% | +2+200.0% | Added |
| Disciplined Investments, LLC | 4 | $181 | 0.00% | −2−33.3% | Reduced |
| Sofos Investments, Inc. | 45 | $198 | 0.00% | +45 | New |
| Schubert & Co | 5 | $226 | 0.00% | −3−37.5% | Reduced |
| Harbor Investment Advisory, LLC | 8 | $362 | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 9 | $407 | 0.00% | +5+125.0% | Added |
| Institutional & Family Asset Management, LLC | 10 | $452 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $452 | 0.00% | +10 | New |
| Financial Freedom, LLC | 12 | $543 | 0.00% | +12 | New |
| CVA Family Office, LLC | 15 | $678 | 0.00% | −465−96.9% | Reduced |
| Fiduciary Alliance LLC | 15 | $678 | 0.00% | +15 | New |
| Zions Bancorporation, N.A. | 16 | $723 | 0.00% | −26−61.9% | Reduced |
| Farther Finance Advisors, LLC | 16 | $723 | 0.00% | +16 | New |
| Delos Wealth Advisors, LLC | 20 | $904 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $1.04K | 0.00% | −13−36.1% | Reduced |
| West Branch Capital LLC | 24 | $1.08K | 0.00% | −243−91.0% | Reduced |
| Versant Capital Management, Inc | 24 | $1.08K | 0.00% | −17−41.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 30 | $1.36K | 0.00% | −999−97.1% | Reduced |
| Tradewinds Capital Management, LLC | 30 | $1.36K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 30 | $1.36K | 0.00% | +30 | New |
| My Personal CFO, LLC | 34 | $1.54K | 0.00% | +34 | New |
| Baker Avenue Asset Management, LP | 36 | $1.63K | 0.00% | +36 | New |
| Cullen/Frost Bankers, Inc. | 37 | $1.67K | 0.00% | −4−9.8% | Reduced |
| South State Corp. | 40 | $1.81K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 40 | $1.81K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 40 | $1.81K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 42 | $1.90K | 0.00% | +42 | New |
| JFS Wealth Advisors, LLC | 43 | $1.94K | 0.00% | −8−15.7% | Reduced |
| Hall Laurie J Trustee | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 40 | $2.00K | 0.00% | +2+5.3% | Added |
| Accurate Wealth Management, LLC | 50 | $2.09K | 0.00% | +50 | New |
| Central Trust Co | 50 | $2.26K | 0.00% | −150−75.0% | Reduced |
| Toth Financial Advisory Corp | 50 | $2.26K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 50 | $2.26K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 50 | $2.26K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 51 | $2.31K | 0.00% | +51 | New |
| Carmichael Hill & Associates, Inc. | 53 | $2.40K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 55 | $2.48K | 0.00% | +48+685.7% | Added |
| HighMark Wealth Management LLC | 55 | $2.49K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 59 | $2.67K | 0.00% | −6−9.2% | Reduced |
| Core Alternative Capital | 61 | $2.76K | 0.00% | −20−24.7% | Reduced |
| Financial Management Professionals, Inc. | 77 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 60 | $3.00K | 0.00% | +15+33.3% | Added |
| Park Place Capital Corp | 64 | $3.00K | 0.00% | +64 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 70 | $3.17K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 71 | $3.21K | 0.00% | +71 | New |
| GHP Investment Advisors, Inc. | 75 | $3.39K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 75 | $3.39K | 0.00% | −1−1.3% | Reduced |
| PayPay Securities Corp | 78 | $3.53K | 0.24% | +78 | New |
| Anchor Investment Management, LLC | 80 | $3.62K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 96 | $4.34K | 0.00% | +96 | New |
| Crewe Advisors LLC | 97 | $4.38K | 0.00% | +56+136.6% | Added |
| Optimum Investment Advisors | 100 | $4.52K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $4.52K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 100 | $4.52K | 0.00% | +40+66.7% | Added |
| Glass Jacobson Investment Advisors llc | 100 | $4.52K | 0.00% | +100 | New |
| Focused Wealth Management, Inc | 103 | $4.66K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 106 | $4.79K | 0.00% | +103+3,433.3% | Added |
| Parkside Financial Bank & Trust | 110 | $4.97K | 0.00% | −60−35.3% | Reduced |
| Retirement Group, LLC | 100 | $5.00K | 0.00% | +100 | New |
| WFA Asset Management Corp | 120 | $5.43K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 125 | $5.65K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 130 | $5.88K | 0.00% | −9−6.5% | Reduced |
| Cohen & Steers, Inc. | 124 | $6.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 137 | $6.00K | 0.00% | +137 | New |
| Bell Investment Advisors, Inc | 147 | $6.65K | 0.00% | −23−13.5% | Reduced |
| Trust Co of Vermont | 150 | $6.78K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 127 | $7.00K | 0.00% | −21−14.2% | Reduced |
| JJJ Advisors Inc. | 166 | $7.22K | 0.00% | −11−6.2% | Reduced |
| ICA Group Wealth Management, LLC | 170 | $7.69K | 0.00% | +170 | New |
| Earnest Partners LLC | 180 | $8.14K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 200 | $9.04K | 0.00% | +200 | New |
| Covestor Ltd | 210 | $10.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 221 | $10.0K | 0.01% | +221 | New |
| Bogart Wealth, LLC | 225 | $10.2K | 0.00% | +50+28.6% | Added |
| Aspire Private Capital, LLC | 230 | $10.4K | 0.00% | 00.0% | Unchanged |
| Oaktree Fund Advisors, LLC | – | $10.7K | 0.02% | – | – |
| Richard W. Paul & Associates, LLC | 265 | $12.0K | 0.01% | +265 | New |
| Marcum Wealth, LLC | – | $12.2K | 0.00% | – | New |
| Sargent Bickham Lagudis LLC | 271 | $12.3K | 0.00% | +204+304.5% | Added |
| Clearstead Advisors, LLC | 285 | $12.9K | 0.00% | +70+32.6% | Added |
| Rise Advisors, LLC | 294 | $13.3K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $13.6K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 301 | $13.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 315 | $14.2K | 0.00% | +315 | New |
| Stonegate Investment Group, LLC | 19,000 | $15.5K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 352 | $15.9K | 0.01% | −29,786−98.8% | Reduced |
| Trifecta Capital Advisors, LLC | 355 | $16.1K | 0.01% | +355 | New |
| TD Private Client Wealth LLC | 394 | $17.8K | 0.00% | +16+4.2% | Added |
| Glen Eagle Advisors, LLC | 405 | $18.3K | 0.00% | +2+0.5% | Added |
| BDO Wealth Advisors, LLC | 435 | $19.7K | 0.00% | −200−31.5% | Reduced |
| BerganKDV Wealth Management, LLC | 446 | $20.2K | 0.00% | +4+0.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 457 | $21.0K | 0.00% | +457 | New |
| TCI Wealth Advisors, Inc. | 468 | $21.2K | 0.00% | −364−43.8% | Reduced |
