| Stephens Consulting, LLC | 1 | $55 | 0.00% | −39−97.5% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $109 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $163 | 0.00% | +1+50.0% | Added |
| Global Retirement Partners, LLC | 3 | $163 | 0.00% | +3 | New |
| Legacy Wealth Managment, LLC | 3 | $164 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 3 | $164 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $164 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 4 | $217 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $217 | 0.00% | +3+300.0% | Added |
| IMA Wealth, Inc. | 4 | $217 | 0.00% | +4 | New |
| Raleigh Capital Management Inc. | 4 | $217 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 4 | $218 | 0.00% | −2−33.3% | Reduced |
| Oakworth Capital, Inc. | 5 | $272 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $272 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $272 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $327 | 0.00% | +6 | New |
| UMA Financial Services, Inc. | 8 | $435 | 0.00% | +8 | New |
| Manchester Capital Management LLC | 9 | $490 | 0.00% | −235−96.3% | Reduced |
| SJS Investment Consulting Inc. | 11 | $599 | 0.00% | −3−21.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $707 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 19 | $1.03K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 20 | $1.09K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 20 | $1.09K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 20 | $1.09K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 21 | $1.14K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $1.14K | 0.00% | +21 | New |
| Meeder Asset Management Inc | 22 | $1.20K | 0.00% | −46−67.6% | Reduced |
| Bryn Mawr Trust Co | 23 | $1.25K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 23 | $1.25K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 24 | $1.30K | 0.00% | −39−61.9% | Reduced |
| Atwood & Palmer Inc | 24 | $1.30K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 26 | $1.41K | 0.00% | −141−84.4% | Reduced |
| St Germain D J Co Inc | 35 | $1.90K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 36 | $1.96K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 37 | $2.01K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 42 | $2.28K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 46 | $2.50K | 0.00% | −11−19.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 46 | $2.51K | 0.00% | +46 | New |
| Flagship Wealth Advisors, LLC | 50 | $2.72K | 0.00% | +50 | New |
| Core Alternative Capital | 52 | $2.83K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 52 | $2.83K | 0.00% | +52 | New |
| Whittier Trust Co of Nevada Inc | 54 | $2.93K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 54 | $2.94K | 0.00% | +54 | New |
| Atlantic Trust, LLC | 58 | $3.15K | 0.00% | +1+1.8% | Added |
| JFS Wealth Advisors, LLC | 59 | $3.21K | 0.00% | +1+1.7% | Added |
| Geneos Wealth Management Inc. | 68 | $3.70K | 0.00% | +10+17.2% | Added |
| Tidemark, LLC | 69 | $3.75K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 72 | $3.92K | 0.00% | +72 | New |
| Hemington Wealth Management | 90 | $4.00K | 0.00% | +30+50.0% | Added |
| Bell Investment Advisors, Inc | 74 | $4.02K | 0.00% | +18+32.1% | Added |
| Pinnacle Bancorp, Inc. | 76 | $4.13K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 77 | $4.19K | 0.00% | +44+133.3% | Added |
| Northwestern Mutual Wealth Management Co | 81 | $4.40K | 0.00% | −578−87.7% | Reduced |
| Armstrong Advisory Group, Inc | 81 | $4.40K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 84 | $4.57K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 90 | $4.89K | 0.00% | +90 | New |
| Essential Partners LLC | 91 | $4.95K | 0.00% | +91 | New |
| Rakuten Securities, Inc. | 95 | $5.17K | 0.00% | +92+3,066.7% | Added |
| Huntington National Bank | 95 | $5.17K | 0.00% | +43+82.7% | Added |
| Webster Bank, N. A. | 96 | $5.22K | 0.00% | +96 | New |
| City State Bank | 100 | $5.44K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 100 | $5.44K | 0.01% | +100 | New |
| Caitong International Asset Management Co., Ltd | 102 | $5.55K | 0.00% | −845−89.2% | Reduced |
| Massmutual Trust Co FSB | 102 | $5.55K | 0.00% | −47−31.5% | Reduced |
| CNB Bank | 103 | $5.60K | 0.00% | +103 | New |
| Smartleaf Asset Management LLC | 98 | $5.71K | 0.00% | −51−34.2% | Reduced |
| DT Investment Partners, LLC | 107 | $5.82K | 0.00% | 00.0% | Unchanged |
| Sycomore Asset Management | 700 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 111 | $6.04K | 0.00% | +43+63.2% | Added |
| Versant Capital Management, Inc | 112 | $6.09K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 122 | $6.63K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 125 | $6.80K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 128 | $6.96K | 0.00% | +100+357.1% | Added |
| Tradewinds Capital Management, LLC | 130 | $7.07K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 133 | $7.23K | 0.00% | +100+303.0% | Added |
| Ogorek Anthony Joseph | 155 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 147 | $8.46K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 156 | $8.48K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 174 | $9.46K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 194 | $10.5K | 0.00% | +85+78.0% | Added |
| Trust Co of Toledo NA | 198 | $10.8K | 0.00% | +198 | New |
| Kathleen S. Wright Associates Inc. | 205 | $11.1K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 230 | $12.5K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 231 | $12.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 234 | $12.7K | 0.00% | +234 | New |
| American Capital Advisory, LLC | 261 | $14.2K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 267 | $14.5K | 0.00% | +267 | New |
| Whittier Trust Co | 317 | $17.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 336 | $18.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 364 | $19.8K | 0.00% | +262+256.9% | Added |
| Silicon Valley Capital Partners | 385 | $20.9K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 430 | $23.4K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $27.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 515 | $28.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 525 | $28.5K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 531 | $28.9K | 0.02% | −2−0.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 589 | $32.0K | 0.00% | +324+122.3% | Added |
| Ronald Blue Trust, Inc. | 636 | $34.6K | 0.00% | −72−10.2% | Reduced |
| CIBC Private Wealth Group, LLC | 659 | $35.8K | 0.00% | +42+6.8% | Added |