| Capital Advisors, Ltd. LLC | 13 | $0 | 0.00% | −23−63.9% | Reduced |
| Centerpoint Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $60 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 4 | $119 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5 | $149 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 6 | $178 | 0.00% | +6 | New |
| Ameriflex Group, Inc. | 7 | $207 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7 | $208 | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 7 | $208 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 7 | $208 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 7 | $208 | 0.00% | +7 | New |
| MTM Investment Management, LLC | 7 | $208 | 0.00% | +7 | New |
| Westside Investment Management, Inc. | 9 | $267 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $267 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $267 | 0.00% | +9 | New |
| Creative Financial Designs Inc | 10 | $297 | 0.00% | +10 | New |
| Financial Perspectives, Inc | 13 | $386 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 13 | $386 | 0.00% | +4+44.4% | Added |
| Cranbrook Wealth Management, LLC | 13 | $387 | 0.00% | +13 | New |
| Dunhill Financial, LLC | 13 | $397 | 0.00% | −13−50.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 15 | $445 | 0.00% | +2+15.4% | Added |
| Rialto Wealth Management, LLC | 15 | $446 | 0.00% | −14−48.3% | Reduced |
| Stephens Consulting, LLC | 15 | $446 | 0.00% | +15 | New |
| Millstone Evans Group, LLC | 17 | $505 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 17 | $506 | 0.00% | −15−46.9% | Reduced |
| Abound Wealth Management | 18 | $535 | 0.00% | −5−21.7% | Reduced |
| Rise Advisors, LLC | 18 | $535 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 18 | $535 | 0.00% | +18 | New |
| Cape Investment Advisory, Inc. | 18 | $535 | 0.00% | +18 | New |
| Strengthening Families & Communities, LLC | 19 | $565 | 0.00% | +19 | New |
| Parkworth Wealth Management, Inc. | 20 | $594 | 0.00% | +10+100.0% | Added |
| N.E.W. Advisory Services LLC | 22 | $654 | 0.00% | −22−50.0% | Reduced |
| HFM Investment Advisors, LLC | 22 | $654 | 0.00% | +11+100.0% | Added |
| Binnacle Investments Inc | 23 | $684 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 25 | $743 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 26 | $773 | 0.00% | +18+225.0% | Added |
| Trust Co of Toledo NA | 27 | $802 | 0.00% | +27 | New |
| Whittier Trust Co of Nevada Inc | 28 | $831 | 0.00% | −84−75.0% | Reduced |
| Bruce G. Allen Investments, LLC | 28 | $832 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 47 | $1.00K | 0.00% | −326−87.4% | Reduced |
| WFA of San Diego, LLC | 36 | $1.07K | 0.00% | +36 | New |
| SJS Investment Consulting Inc. | 37 | $1.10K | 0.00% | −26−41.3% | Reduced |
| Country Trust Bank | 38 | $1.13K | 0.00% | +38 | New |
| Activest Wealth Management | 41 | $1.22K | 0.00% | +35+583.3% | Added |
| Strategic Wealth Partners, Ltd. | 44 | $1.31K | 0.00% | +44 | New |
| ORG Partners LLC | 46 | $1.36K | 0.00% | +17+58.6% | Added |
| Sachetta, LLC | 47 | $1.40K | 0.00% | −53−53.0% | Reduced |
| Kilter Group LLC | 50 | $1.49K | 0.00% | +50 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 53 | $1.58K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 55 | $1.64K | 0.00% | +10+22.2% | Added |
| Raffa Wealth Management, LLC | 57 | $1.69K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 58 | $1.71K | 0.00% | +39+205.3% | Added |
| Cornerstone Planning Group LLC | 62 | $1.82K | 0.00% | +29+87.9% | Added |
| Harbour Investments, Inc. | 62 | $1.84K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 65 | $1.93K | 0.00% | +61+1,525.0% | Added |
| GW&K Investment Management, LLC | 63 | $2.00K | 0.00% | +54+600.0% | Added |
| Avion Wealth | 76 | $2.00K | 0.00% | +52+216.7% | Added |
| TD Private Client Wealth LLC | 74 | $2.20K | 0.00% | −131−63.9% | Reduced |
| Sound Income Strategies, LLC | 77 | $2.30K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 78 | $2.32K | 0.00% | +78 | New |
| CoreCap Advisors, LLC | 79 | $2.35K | 0.00% | −94−54.3% | Reduced |
| Howard Hughes Medical Institute | 81 | $2.41K | 0.00% | +81 | New |
| GHP Investment Advisors, Inc. | 81 | $2.41K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 87 | $2.59K | 0.00% | +87 | New |
| Albion Financial Group | 90 | $2.67K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 98 | $2.91K | 0.00% | +11+12.6% | Added |
| Navigoe, LLC | 104 | $3.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 130 | $3.86K | 0.00% | −67−34.0% | Reduced |
| Private Trust Co NA | 133 | $3.95K | 0.00% | +9+7.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 135 | $4.01K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 138 | $4.10K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 150 | $4.46K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 162 | $4.82K | 0.00% | +162 | New |
| Bartlett & Co. Wealth Management LLC | 164 | $4.87K | 0.00% | +5+3.1% | Added |
| Geneos Wealth Management Inc. | 168 | $4.99K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 169 | $5.02K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 170 | $5.05K | 0.00% | +170 | New |
| Whittier Trust Co | 186 | $5.53K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 186 | $5.53K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 195 | $5.79K | 0.00% | −73−27.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 206 | $5.94K | 0.00% | +206 | New |
| Addison Advisors LLC | 213 | $6.33K | 0.00% | +13+6.5% | Added |
| Grove Bank & Trust | 216 | $6.42K | 0.00% | +20+10.2% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 228 | $6.75K | 0.00% | +1+0.4% | Added |
| Hantz Financial Services, Inc. | 244 | $7.00K | 0.00% | +168+221.1% | Added |
| JFS Wealth Advisors, LLC | 262 | $7.79K | 0.00% | +2+0.8% | Added |
| Park Place Capital Corp | 266 | $7.91K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 269 | $8.00K | 0.00% | +269 | New |
| Bell Investment Advisors, Inc | 287 | $8.53K | 0.00% | −19−6.2% | Reduced |
| Princeton Global Asset Management LLC | 301 | $8.95K | 0.00% | +301 | New |
| Smithfield Trust Co | 307 | $9.00K | 0.00% | −5−1.6% | Reduced |
| Private Wealth Management Group, LLC | 311 | $9.24K | 0.00% | −41−11.6% | Reduced |
| CVA Family Office, LLC | 324 | $9.63K | 0.00% | +54+20.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 340 | $10.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 345 | $10.3K | 0.00% | +345 | New |
| Zions Bancorporation, National Association | 347 | $10.3K | 0.00% | +2+0.6% | Added |
| MV Capital Management, Inc. | 352 | $10.5K | 0.00% | −8−2.2% | Reduced |
| First Horizon Advisors, Inc. | 363 | $10.8K | 0.00% | −23−6.0% | Reduced |
| Sierra Ocean, LLC | 383 | $11.4K | 0.01% | −47−10.9% | Reduced |