| Measured Wealth Private Client Group, LLC | 0 | $51 | 0.00% | 0 | Unchanged |
| Truvestments Capital LLC | 1 | $88 | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | $110 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1 | $110 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1 | $111 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $221 | 0.00% | +1+100.0% | Added |
| Root Financial Partners, LLC | 2 | $221 | 0.00% | +2 | New |
| Salem Investment Counselors Inc | 4 | $442 | 0.00% | +4 | New |
| Crewe Advisors LLC | 5 | $552 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 6 | $662 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $662 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 7 | $772 | 0.00% | +4+133.3% | Added |
| Western Pacific Wealth Management, LP | 8 | $882 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 9 | $992 | 0.00% | −9−50.0% | Reduced |
| Geneos Wealth Management Inc. | 9 | $992 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $992 | 0.00% | +5+125.0% | Added |
| Stone House Investment Management, LLC | 9 | $992 | 0.00% | +9 | New |
| Financial Consulate, Inc | 9 | $993 | 0.00% | −13−59.1% | Reduced |
| MV Capital Management, Inc. | 9 | $993 | 0.00% | +7+350.0% | Added |
| MidFirst Bank | 10 | $1.10K | 0.00% | −602−98.4% | Reduced |
| Cornerstone Financial Management LLC | 10 | $1.10K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $1.21K | 0.00% | −3−21.4% | Reduced |
| Principia Wealth Advisory, LLC | 11 | $1.21K | 0.00% | +7+175.0% | Added |
| Raffa Wealth Management, LLC | 12 | $1.32K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $1.54K | 0.00% | +9+180.0% | Added |
| Arlington Trust Co LLC | 15 | $1.65K | 0.00% | +15 | New |
| IMA Wealth, Inc. | 16 | $1.76K | 0.00% | −1−5.9% | Reduced |
| Washington Trust Advisors, Inc. | 17 | $1.91K | 0.00% | −19−52.8% | Reduced |
| Ramirez Asset Management, Inc. | 18 | $1.99K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 18 | $1.99K | 0.00% | +4+28.6% | Added |
| Retirement Wealth Solutions LLC | 20 | $2.21K | 0.00% | +19+1,900.0% | Added |
| Parkside Financial Bank & Trust | 22 | $2.43K | 0.00% | −2−8.3% | Reduced |
| Innovative Asset Advisors Group, LLC | 22 | $2.43K | 0.00% | +22 | New |
| GWM Advisors LLC | 23 | $2.54K | 0.00% | −53−69.7% | Reduced |
| Costello Asset Management, INC | 25 | $2.76K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 26 | $2.87K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 28 | $3.09K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 30 | $3.31K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 30 | $3.31K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 31 | $3.42K | 0.00% | −9−22.5% | Reduced |
| True Wealth Design, LLC | 34 | $3.75K | 0.00% | +27+385.7% | Added |
| SRS Capital Advisors, Inc. | 35 | $3.86K | 0.00% | −140−80.0% | Reduced |
| Manning & Napier Advisors LLC | 36 | $3.92K | 0.00% | +34+1,700.0% | Added |
| Addison Advisors LLC | 36 | $3.97K | 0.00% | +17+89.5% | Added |
| Manchester Capital Management LLC | 41 | $4.52K | 0.00% | −303−88.1% | Reduced |
| Zions Bancorporation, National Association | 44 | $4.85K | 0.00% | +18+69.2% | Added |
| Brown Brothers Harriman & Co | 45 | $4.96K | 0.00% | +45 | New |
| GW&K Investment Management, LLC | 43 | $5.00K | 0.00% | +29+207.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 47 | $5.18K | 0.00% | +47 | New |
| First Command Advisory Services, Inc. | 54 | $5.95K | 0.00% | +54 | New |
| Mark Sheptoff Financial Planning, LLC | 50 | $6.25K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 60 | $6.62K | 0.00% | +19+46.3% | Added |
| Evolution Wealth Management Inc. | 62 | $6.84K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 64 | $7.06K | 0.00% | +64 | New |
| Salomon & Ludwin, LLC | 72 | $8.15K | 0.00% | +52+260.0% | Added |
| Vermillion Wealth Management, Inc. | 80 | $8.82K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 80 | $8.82K | 0.00% | +17+27.0% | Added |
| LRI Investments, LLC | 81 | $8.93K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 84 | $9.23K | 0.00% | +19+29.2% | Added |
| Ares Financial Consulting, LLC | 89 | $9.80K | 0.01% | +89 | New |
| Pinnacle Bancorp, Inc. | 93 | $10.3K | 0.00% | +21+29.2% | Added |
| Parvin Asset Management, LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $11.0K | 0.00% | +35+53.8% | Added |
| Owl Creek Wealth Partners LLC | 101 | $11.1K | 0.00% | +101 | New |
| SHP Wealth Management | 107 | $11.8K | 0.00% | +6+5.9% | Added |
| CoreCap Advisors, LLC | 131 | $14.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 134 | $14.8K | 0.00% | +11+8.9% | Added |
| McIlrath & Eck, LLC | 148 | $16.3K | 0.00% | −12−7.5% | Reduced |
| Cornerstone Planning Group LLC | 138 | $17.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 171 | $18.8K | 0.00% | +115+205.4% | Added |
| Pin Oak Investment Advisors Inc | 174 | $19.0K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 179 | $19.7K | 0.00% | +9+5.3% | Added |
| Advisory Services Network, LLC | 183 | $20.1K | 0.00% | +183 | New |
| PEAK6 LLC | 190 | $20.9K | 0.00% | +190 | New |
| Cheviot Value Management, LLC | 225 | $24.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 262 | $28.9K | 0.00% | +21+8.7% | Added |
| Beacon Investment Advisory Services, Inc. | 300 | $33.1K | 0.00% | +300 | New |
| National Bank of Canada | 302 | $33.3K | 0.00% | −17−5.3% | Reduced |
| AdvisorNet Financial, Inc | 349 | $38.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 355 | $39.1K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 362 | $39.9K | 0.00% | +362 | New |
| Grove Bank & Trust | 373 | $41.1K | 0.00% | −4−1.1% | Reduced |
| EverSource Wealth Advisors, LLC | 382 | $42.1K | 0.00% | +168+78.5% | Added |
| Cromwell Holdings LLC | 388 | $42.8K | 0.02% | +190+96.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 411 | $45.3K | 0.01% | +411 | New |
| Pinnacle Wealth Planning Services, Inc. | 440 | $48.5K | 0.01% | +80+22.2% | Added |
| IFP Advisors, Inc | 441 | $48.6K | 0.00% | −254−36.5% | Reduced |
| TD Waterhouse Canada Inc. | 445 | $48.9K | 0.00% | −2,017−81.9% | Reduced |
| Capital Analysts, LLC | 450 | $50.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 456 | $50.3K | 0.00% | −170−27.2% | Reduced |
| Sit Investment Associates Inc | 500 | $55.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 506 | $55.8K | 0.01% | +506 | New |
| Covestor Ltd | 507 | $56.0K | 0.04% | +507 | New |
| Umb Bank N A | 558 | $61.5K | 0.00% | +5+0.9% | Added |
| State of Wyoming | 560 | $61.7K | 0.01% | −4,921−89.8% | Reduced |
| Smithfield Trust Co | 580 | $64.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 589 | $64.9K | 0.01% | +183+45.1% | Added |
| Farther Finance Advisors, LLC | 602 | $66.3K | 0.00% | +301+100.0% | Added |
| Financial Perspectives, Inc | 635 | $70.0K | 0.02% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 675 | $74.4K | 0.02% | −33−4.7% | Reduced |
