| TFC Financial Management | 1 | $150 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $150 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $150 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $165 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 2 | $299 | 0.00% | −4−66.7% | Reduced |
| NBT Bank N A | 2 | $299 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $299 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $300 | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $302 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 3 | $449 | 0.00% | +3 | New |
| Spire Wealth Management | 4 | $598 | 0.00% | −87−95.6% | Reduced |
| HFM Investment Advisors, LLC | 4 | $598 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $598 | 0.00% | +4 | New |
| Sachetta, LLC | 4 | $599 | 0.00% | +4 | New |
| Ares Financial Consulting, LLC | 5 | $746 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 5 | $748 | 0.00% | −5−50.0% | Reduced |
| Raffa Wealth Management, LLC | 5 | $748 | 0.00% | +1+25.0% | Added |
| Cornerstone Financial Management LLC | 6 | $897 | 0.00% | +6 | New |
| JPL Wealth Management, LLC | 6 | $898 | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 7 | $1.04K | 0.00% | −5−41.7% | Reduced |
| Rialto Wealth Management, LLC | 7 | $1.05K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 7 | $1.05K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 7 | $1.05K | 0.00% | +7 | New |
| SHP Wealth Management | 7 | $1.05K | 0.00% | +7 | New |
| Key Capital Management, INC | 8 | $1.20K | 0.00% | +8 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $1.34K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $1.35K | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 10 | $1.50K | 0.00% | +4+66.7% | Added |
| True Wealth Design, LLC | 10 | $1.50K | 0.00% | −70−87.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 10 | $1.50K | 0.00% | +6+150.0% | Added |
| Brown Brothers Harriman & Co | 11 | $1.65K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 11 | $1.65K | 0.00% | +11 | New |
| ZRC Wealth Management, LLC | 12 | $1.79K | 0.00% | −70−85.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 15 | $2.24K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $2.39K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 16 | $2.39K | 0.00% | +13+433.3% | Added |
| Steward Partners Investment Advisory, LLC | 17 | $2.54K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 19 | $2.84K | 0.00% | +3+18.8% | Added |
| First Horizon Corp | 20 | $2.99K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 20 | $2.99K | 0.00% | −11−35.5% | Reduced |
| Marquette Asset Management, LLC | 20 | $2.99K | 0.00% | +20 | New |
| Quest 10 Wealth Builders, Inc. | 22 | $3.29K | 0.00% | +22 | New |
| Cranbrook Wealth Management, LLC | 24 | $3.59K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $3.89K | 0.00% | +26 | New |
| Wealth Enhancement Trust Services, Inc. | 27 | $4.04K | 0.00% | −1−3.6% | Reduced |
| Bell Investment Advisors, Inc | 29 | $4.34K | 0.00% | −10−25.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 30 | $4.49K | 0.00% | +4+15.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 32 | $4.79K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 33 | $4.93K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 34 | $5.00K | 0.00% | −29−46.0% | Reduced |
| IMA Wealth, Inc. | 35 | $5.23K | 0.00% | −3−7.9% | Reduced |
| Bruce G. Allen Investments, LLC | 35 | $5.23K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37 | $5.53K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 41 | $6.13K | 0.00% | +3+7.9% | Added |
| Rothschild Investment LLC | 45 | $6.73K | 0.00% | −197−81.4% | Reduced |
| Huntington National Bank | 48 | $7.18K | 0.00% | −4−7.7% | Reduced |
| TD Private Client Wealth LLC | 49 | $7.33K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 50 | $7.48K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 51 | $7.63K | 0.00% | +29+131.8% | Added |
| North Star Investment Management Corp. | 52 | $7.78K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 60 | $8.97K | 0.00% | +5+9.1% | Added |
| Lloyd Advisory Services, LLC. | 61 | $9.19K | 0.00% | +57+1,425.0% | Added |
| Kingdom Financial Group LLC. | 61 | $9.19K | 0.00% | +61 | New |
| JFS Wealth Advisors, LLC | 67 | $10.0K | 0.00% | −17−20.2% | Reduced |
| Fortitude Family Office, LLC | 68 | $10.2K | 0.00% | +22+47.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 70 | $10.5K | 0.00% | −37−34.6% | Reduced |
| Private Wealth Asset Management, LLC | 71 | $10.6K | 0.00% | −1−1.4% | Reduced |
| UMA Financial Services, Inc. | 71 | $10.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 85 | $12.7K | 0.00% | +85 | New |
| Roxbury Financial LLC | 85 | $12.8K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 86 | $12.9K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 89 | $13.2K | 0.00% | +89 | New |
| Clearstead Advisors, LLC | 90 | $13.5K | 0.00% | −74−45.1% | Reduced |
| Assetmark, Inc | 90 | $13.5K | 0.00% | +67+291.3% | Added |
| Massmutual Trust Co FSB | 96 | $14.4K | 0.00% | +26+37.1% | Added |
| Basecamp Wealth Advisors LLC | 97 | $14.5K | 0.00% | −63−39.4% | Reduced |
| Versant Capital Management, Inc | 100 | $15.0K | 0.00% | −114−53.3% | Reduced |
| Bullseye Investment Management, LLC | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 103 | $15.4K | 0.00% | +1+1.0% | Added |
| Advisory Services Network, LLC | 103 | $15.4K | 0.00% | +103 | New |
| Matrix Trust Co | 110 | $16.0K | 0.00% | +4+3.8% | Added |
| Perkins Coie Trust Co | 112 | $16.7K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $16.9K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 116 | $17.3K | 0.01% | +39+50.6% | Added |
| CVA Family Office, LLC | 146 | $21.8K | 0.00% | +87+147.5% | Added |
| Parkside Financial Bank & Trust | 156 | $23.3K | 0.00% | +25+19.1% | Added |
| Salem Investment Counselors Inc | 158 | $23.6K | 0.00% | +158 | New |
| International Assets Investment Management, LLC | 179 | $26.7K | 0.00% | −8−4.3% | Reduced |
| Root Financial Partners, LLC | 187 | $28.0K | 0.00% | −6−3.1% | Reduced |
| Sound Income Strategies, LLC | 200 | $29.8K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 203 | $30.4K | 0.00% | +55+37.2% | Added |
| Birchbrook, Inc. | 211 | $31.5K | 0.02% | +36+20.6% | Added |
| Nomura Asset Management Co Ltd | 260 | $38.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 263 | $39.1K | 0.00% | −671−71.8% | Reduced |
| GHP Investment Advisors, Inc. | 276 | $41.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 317 | $47.4K | 0.00% | −489−60.7% | Reduced |
| 3 Factor Indexing, LLC | 325 | $48.6K | 0.05% | +325 | New |
| Umb Bank N A | 332 | $49.6K | 0.00% | −156−32.0% | Reduced |
