| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $166 | 0.00% | +1 | New |
| NewSquare Capital LLC | 1 | $254 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $255 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2 | $508 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 2 | $508 | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 2 | $509 | 0.00% | +2 | New |
| Bogart Wealth, LLC | 3 | $762 | 0.00% | +3 | New |
| Riggs Asset Managment Co. Inc. | 3 | $763 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 4 | $959 | 0.00% | +1+33.3% | Added |
| Versant Capital Management, Inc | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 4 | $1.02K | 0.00% | +4 | New |
| Opal Wealth Advisors, LLC | 4 | $1.02K | 0.00% | +4 | New |
| Plato Investment Management Ltd | 5 | $1.27K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5 | $1.27K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6 | $1.49K | 0.00% | −29−82.9% | Reduced |
| Camelot Portfolios, LLC | 6 | $1.51K | 0.00% | +6 | New |
| WealthCollab, LLC | 6 | $1.52K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $1.52K | 0.00% | +1+20.0% | Added |
| Unique Wealth Strategies, LLC | 6 | $1.56K | 0.00% | +6 | New |
| ClariVest Asset Management LLC | 8 | $2.03K | 0.00% | −8−50.0% | Reduced |
| Zions Bancorporation, N.A. | 8 | $2.03K | 0.00% | +8 | New |
| Caldwell Sutter Capital, Inc. | 10 | $2.54K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $2.54K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11 | $2.79K | 0.00% | +11 | New |
| Colonial Trust Co | 11 | $2.95K | 0.00% | +4+57.1% | Added |
| Penserra Capital Management LLC | 12 | $3.00K | 0.00% | −512−97.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 12 | $3.05K | 0.00% | −19−61.3% | Reduced |
| JDM Financial Group LLC | 13 | $3.30K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 13 | $3.30K | 0.00% | +3+30.0% | Added |
| Dunhill Financial, LLC | 14 | $3.44K | 0.00% | +3+27.3% | Added |
| Byrne Asset Management LLC | 14 | $3.74K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 15 | $3.77K | 0.00% | +11+275.0% | Added |
| Aspect Partners, LLC | 15 | $3.81K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 16 | $4.07K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $4.32K | 0.00% | +2+13.3% | Added |
| SJS Investment Consulting Inc. | 18 | $4.58K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 18 | $4.58K | 0.00% | −6−25.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 19 | $4.83K | 0.00% | +19 | New |
| Avion Wealth | 21 | $5.00K | 0.00% | +8+61.5% | Added |
| Rakuten Securities, Inc. | 20 | $5.08K | 0.00% | −1,362−98.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20 | $5.19K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 21 | $5.34K | 0.00% | −581−96.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 22 | $5.59K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 23 | $5.84K | 0.00% | +2+9.5% | Added |
| Capital Analysts, LLC | 23 | $6.00K | 0.00% | −20−46.5% | Reduced |
| Fortitude Family Office, LLC | 26 | $6.61K | 0.00% | +26 | New |
| Abound Wealth Management | 26 | $6.61K | 0.00% | −4−13.3% | Reduced |
| Triad Wealth Partners, LLC | 27 | $6.86K | 0.00% | +27 | New |
| Crewe Advisors LLC | 27 | $6.86K | 0.00% | −28−50.9% | Reduced |
| Solstein Capital, LLC | 28 | $7.12K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $7.37K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 30 | $7.62K | 0.00% | +30 | New |
| Trust Co of Vermont | 31 | $7.88K | 0.00% | +31 | New |
| Key Financial Inc | 34 | $8.64K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 35 | $8.89K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 35 | $8.89K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 36 | $9.15K | 0.00% | +36 | New |
| Bell Investment Advisors, Inc | 39 | $9.91K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 40 | $10.0K | 0.01% | −40−50.0% | Reduced |
| Thompson Investment Management, Inc. | 41 | $10.4K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 41 | $10.4K | 0.00% | +41 | New |
| EnRich Financial Partners LLC | 43 | $10.9K | 0.00% | +43 | New |
| Geneos Wealth Management Inc. | 45 | $11.4K | 0.00% | +25+125.0% | Added |
| GW&K Investment Management, LLC | 47 | $12.0K | 0.00% | +3+6.8% | Added |
| Redwood Wealth Management Group, LLC | 51 | $13.0K | 0.01% | +51 | New |
| Aspire Private Capital, LLC | 52 | $13.2K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 54 | $13.7K | 0.01% | −8−12.9% | Reduced |
| Bangor Savings Bank | 55 | $14.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 56 | $14.2K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 56 | $14.2K | 0.00% | +56 | New |
| Lowe Wealth Advisors, LLC | 58 | $14.7K | 0.01% | −21−26.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 64 | $16.3K | 0.00% | +48+300.0% | Added |
| MV Capital Management, Inc. | 65 | $16.5K | 0.00% | +2+3.2% | Added |
| FWL Investment Management, LLC | 65 | $16.5K | 0.01% | +50+333.3% | Added |
| PFS Partners, LLC | 67 | $17.1K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 69 | $17.5K | 0.00% | +69 | New |
| SRS Capital Advisors, Inc. | 69 | $17.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 83 | $21.1K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 87 | $22.1K | 0.00% | +87 | New |
| CNB Bank | 91 | $23.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 92 | $23.4K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 94 | $23.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 94 | $23.9K | 0.01% | −90−48.9% | Reduced |
| Hexagon Capital Partners LLC | 99 | $25.2K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 100 | $25.4K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $25.4K | 0.01% | +100 | New |
| JFS Wealth Advisors, LLC | 101 | $25.7K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 103 | $26.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 110 | $27.9K | 0.00% | +58+111.5% | Added |
| Financial Management Professionals, Inc. | 121 | $31.0K | 0.00% | −25−17.1% | Reduced |
| TSFG, LLC | 122 | $31.0K | 0.01% | 00.0% | Unchanged |
| Kepos Capital LP | 127 | $32.0K | 0.01% | −10−7.3% | Reduced |
| Raleigh Capital Management Inc. | 127 | $32.3K | 0.01% | +67+111.7% | Added |
| Wellington Shields & Co., LLC | 128 | $32.5K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 129 | $32.8K | 0.02% | −4−3.0% | Reduced |
| Hallmark Capital Management Inc | 130 | $33.0K | 0.00% | +130 | New |
| Quest Partners LLC | 136 | $34.6K | 0.00% | +136 | New |
| MidAtlantic Capital Management, Inc. | 137 | $34.8K | 0.03% | 00.0% | Unchanged |