| Quaker Wealth Management, LLC | 1 | $314 | 0.00% | +1 | New |
| CBIZ Investment Advisory Services, LLC | 1 | $314 | 0.00% | +1 | New |
| Arlington Trust Co LLC | 1 | $314 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $314 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $322 | 0.00% | +1 | New |
| Golden State Wealth Management, LLC | 2 | $628 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 2 | $628 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2 | $628 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 2 | $630 | 0.00% | +2 | New |
| LRI Investments, LLC | 2 | $672 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $942 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $942 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 3 | $942 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $942 | 0.00% | +2+200.0% | Added |
| Tortoise Investment Management, LLC | 3 | $942 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $1.14K | 0.00% | +2+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $1.25K | 0.00% | +2+100.0% | Added |
| Activest Wealth Management | 4 | $1.26K | 0.00% | +3+300.0% | Added |
| HFM Investment Advisors, LLC | 4 | $1.26K | 0.00% | +3+300.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $1.26K | 0.00% | +4 | New |
| UMA Financial Services, Inc. | 5 | $1.57K | 0.00% | +5 | New |
| Wealth Preservation Advisors, LLC | 5 | $1.57K | 0.00% | +5 | New |
| Webster Bank, N. A. | 6 | $1.88K | 0.00% | +6 | New |
| Bogart Wealth, LLC | 6 | $1.91K | 0.00% | −2−25.0% | Reduced |
| Capital Advisors, Ltd. LLC | 7 | $2.00K | 0.00% | +2+40.0% | Added |
| SJS Investment Consulting Inc. | 7 | $2.20K | 0.00% | −6−46.2% | Reduced |
| Legacy Wealth Managment, LLC | 7 | $2.20K | 0.00% | −4−36.4% | Reduced |
| Legacy Investment Solutions, LLC | 7 | $2.20K | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 8 | $2.31K | 0.00% | −3−27.3% | Reduced |
| CoreCap Advisors, LLC | 8 | $2.51K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $2.51K | 0.00% | +6+300.0% | Added |
| Manchester Capital Management LLC | 8 | $2.51K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $2.51K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $2.83K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 9 | $2.83K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $2.83K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $3.00K | 0.00% | +2+20.0% | Added |
| MV Capital Management, Inc. | 10 | $3.14K | 0.00% | −7−41.2% | Reduced |
| Sachetta, LLC | 10 | $3.14K | 0.00% | −3−23.1% | Reduced |
| Rialto Wealth Management, LLC | 10 | $3.14K | 0.00% | +3+42.9% | Added |
| Zions Bancorporation, National Association | 11 | $3.45K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 11 | $3.45K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 11 | $3.45K | 0.00% | +11 | New |
| Larson Financial Group LLC | 11 | $3.45K | 0.00% | +11 | New |
| Pacifica Partners Inc. | 11 | $3.48K | 0.00% | −3−21.4% | Reduced |
| SBI Securities Co., Ltd. | 12 | $3.77K | 0.00% | −10−45.5% | Reduced |
| Bare Financial Services, Inc | 12 | $3.77K | 0.00% | +12 | New |
| Ameritas Advisory Services, LLC | 13 | $4.08K | 0.00% | +13 | New |
| Caitong International Asset Management Co., Ltd | 15 | $4.71K | 0.00% | +15 | New |
| Rothschild Investment LLC | 16 | $5.02K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 16 | $5.02K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $5.02K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 16 | $5.05K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 17 | $5.34K | 0.00% | −24−58.5% | Reduced |
| Whittier Trust Co | 17 | $5.34K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 18 | $5.65K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 18 | $5.65K | 0.00% | +18 | New |
| Private Wealth Management Group, LLC | 18 | $5.65K | 0.00% | +9+100.0% | Added |
| Bruce G. Allen Investments, LLC | 21 | $6.59K | 0.00% | +20+2,000.0% | Added |
| Brown Brothers Harriman & Co | 24 | $7.53K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 26 | $8.16K | 0.00% | −6−18.8% | Reduced |
| NewSquare Capital LLC | 29 | $9.10K | 0.00% | +26+866.7% | Added |
| Copia Wealth Management | 29 | $9.11K | 0.01% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 30 | $9.42K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 32 | $10.0K | 0.00% | −13−28.9% | Reduced |
| CVA Family Office, LLC | 34 | $10.7K | 0.00% | −3−8.1% | Reduced |
| GFG Capital, LLC | 34 | $10.7K | 0.00% | +34 | New |
| Twin Peaks Wealth Advisors, LLC | 39 | $11.2K | 0.00% | +39 | New |
| Westside Investment Management, Inc. | 35 | $11.2K | 0.00% | +35 | New |
| Red Tortoise LLC | 36 | $11.3K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 38 | $11.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 42 | $13.2K | 0.00% | −15−26.3% | Reduced |
| Cetera Trust Company, N.A | 44 | $13.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $14.1K | 0.00% | +5+12.5% | Added |
| Spire Wealth Management | 47 | $14.8K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 49 | $15.4K | 0.00% | +49 | New |
| TCTC Holdings, LLC | 50 | $15.7K | 0.00% | −36−41.9% | Reduced |
| Global Retirement Partners, LLC | 53 | $16.7K | 0.00% | +53 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 56 | $17.6K | 0.00% | +12+27.3% | Added |
| Roxbury Financial LLC | 60 | $18.8K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 60 | $18.8K | 0.00% | +2+3.4% | Added |
| JFS Wealth Advisors, LLC | 64 | $20.1K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 68 | $21.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 69 | $21.7K | 0.00% | +37+115.6% | Added |
| Ogorek Anthony Joseph | 71 | $22.0K | 0.01% | +12+20.3% | Added |
| Brown, Lisle/Cummings, Inc. | 80 | $25.1K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 83 | $26.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 85 | $26.7K | 0.00% | +2+2.4% | Added |
| Centricity Wealth Management, LLC | 88 | $27.6K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 88 | $27.6K | 0.00% | +71+417.6% | Added |
| Rise Advisors, LLC | 98 | $30.7K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 100 | $31.4K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 100 | $31.4K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $31.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 104 | $32.6K | 0.00% | −120−53.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 109 | $34.2K | 0.00% | +3+2.8% | Added |
| State of Wyoming | 137 | $43.0K | 0.01% | −728−84.2% | Reduced |
| Allworth Financial LP | 139 | $43.6K | 0.00% | +44+46.3% | Added |
| Deseret Mutual Benefit Administrators | 150 | $47.1K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 158 | $49.6K | 0.00% | 00.0% | Unchanged |