| Eagle Bay Advisors LLC | 0 | $30 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 1 | $140 | 0.00% | −1−50.0% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $141 | 0.00% | −2−66.7% | Reduced |
| Addison Advisors LLC | 3 | $421 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $561 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4 | $561 | 0.00% | +4 | New |
| MCF Advisors LLC | 5 | $701 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5 | $701 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5 | $701 | 0.00% | +5 | New |
| Baker Avenue Asset Management, LP | 6 | $841 | 0.00% | +6 | New |
| My Personal CFO, LLC | 6 | $841 | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 8 | $1.12K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $1.26K | 0.00% | +8+800.0% | Added |
| EWG Elevate Inc. | 9 | $1.26K | 0.00% | +9 | New |
| Heritage Wealth Management, LLC | 10 | $1.40K | 0.00% | +5+100.0% | Added |
| SJS Investment Consulting Inc. | 10 | $1.40K | 0.00% | +6+150.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 10 | $1.40K | 0.00% | +10 | New |
| Freedom Wealth Alliance, LLC | 10 | $1.40K | 0.00% | +10 | New |
| Belpointe Asset Management LLC | 11 | $1.54K | 0.00% | +11 | New |
| McElhenny Sheffield Capital Management, LLC | 11 | $1.54K | 0.00% | +11 | New |
| Disciplined Investments, LLC | 12 | $1.68K | 0.00% | −1−7.7% | Reduced |
| Schubert & Co | 12 | $1.68K | 0.00% | −5−29.4% | Reduced |
| Ogorek Anthony Joseph | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 15 | $2.00K | 0.00% | +7+87.5% | Added |
| Aua Capital Management, LLC | 17 | $2.38K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $2.52K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $2.52K | 0.00% | +11+157.1% | Added |
| Rise Advisors, LLC | 19 | $2.69K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 20 | $2.80K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 20 | $2.80K | 0.00% | +20 | New |
| Trifecta Capital Advisors, LLC | 21 | $2.94K | 0.00% | +21 | New |
| TD Ameritrade Investment Management, LLC | 18 | $3.00K | 0.00% | −38−67.9% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 20 | $3.00K | 0.03% | −20−50.0% | Reduced |
| Capital Analysts, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 23 | $3.23K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 27 | $3.79K | 0.00% | +27 | New |
| Asset Dedication, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,409 | $4.00K | 0.00% | +3,380+11,655.2% | Added |
| Versant Capital Management, Inc | 29 | $4.07K | 0.00% | +6+26.1% | Added |
| Toth Financial Advisory Corp | 30 | $4.21K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 38 | $5.33K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $5.47K | 0.00% | +13+50.0% | Added |
| Hantz Financial Services, Inc. | 45 | $6.00K | 0.00% | −15−25.0% | Reduced |
| Prestige Wealth Management Group LLC | 43 | $6.03K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 45 | $6.23K | 0.00% | +45 | New |
| EverSource Wealth Advisors, LLC | 50 | $7.01K | 0.00% | −7−12.3% | Reduced |
| Red Tortoise LLC | 53 | $7.43K | 0.01% | +53 | New |
| Capital Directions Investment Advisors, LLC | 57 | $7.99K | 0.00% | +57 | Added |
| Zions Bancorporation, N.A. | 58 | $8.13K | 0.00% | −3−4.9% | Reduced |
| Montag A & Associates Inc | 58 | $8.13K | 0.00% | +58 | New |
| Core Alternative Capital | 62 | $8.70K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 63 | $8.83K | 0.00% | −614−90.7% | Reduced |
| Quarry LP | 70 | $9.81K | 0.01% | +70 | New |
| First Eagle Investment Management, LLC | 71 | $9.96K | 0.00% | +5+7.6% | Added |
| Massmutual Trust Co FSB | 68 | $10.0K | 0.00% | −10−12.8% | Reduced |
| Glassman Wealth Services | 74 | $10.4K | 0.00% | −23−23.7% | Reduced |
| Larson Financial Group LLC | 74 | $10.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 76 | $10.7K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 76 | $10.7K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 87 | $11.0K | 0.00% | +6+7.4% | Added |
| Zullo Investment Group, Inc. | 80 | $11.2K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 84 | $11.8K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 83 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 86 | $12.1K | 0.00% | −1−1.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 95 | $13.3K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 99 | $14.0K | 0.01% | +99 | New |
| Northwest Investment Counselors, LLC | 100 | $14.0K | 0.00% | +100 | New |
| GWM Advisors LLC | 241 | $14.0K | 0.00% | +241 | New |
| Geneos Wealth Management Inc. | 110 | $15.4K | 0.00% | +110 | New |
| Private Trust Co NA | 124 | $17.0K | 0.00% | −170−57.8% | Reduced |
| Tilia Fiduciary Partners, Inc. | 123 | $17.2K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 126 | $17.7K | 0.00% | +22+21.2% | Added |
| CVA Family Office, LLC | 130 | $18.2K | 0.00% | −10−7.1% | Reduced |
| First Manhattan Co | 137 | $19.2K | 0.00% | +37+37.0% | Added |
| Raleigh Capital Management Inc. | 137 | $19.2K | 0.01% | +71+107.6% | Added |
| Umb Bank N A | 146 | $20.0K | 0.00% | +3+2.1% | Added |
| Colonial Trust Advisors | 154 | $21.6K | 0.00% | +154 | New |
| Farther Finance Advisors, LLC | 154 | $21.6K | 0.01% | +154 | New |
| Parkside Financial Bank & Trust | 166 | $23.3K | 0.01% | +20+13.7% | Added |
| PEAK6 Investments LLC | 173 | $24.3K | 0.00% | +173 | New |
| Whittier Trust Co | 181 | $25.4K | 0.00% | −13−6.7% | Reduced |
| Accurate Wealth Management, LLC | 200 | $26.7K | 0.01% | +200 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $28.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 218 | $30.6K | 0.00% | −55−20.1% | Reduced |
| Central Trust Co | 250 | $35.1K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 261 | $36.6K | 0.01% | +261 | New |
| Baystate Wealth Management LLC | 271 | $38.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 275 | $38.6K | 0.00% | +49+21.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 300 | $42.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $42.1K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 300 | $42.1K | 0.00% | +300 | New |
| Proequities, Inc. | 319 | $44.7K | 0.00% | −154−32.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 319 | $44.8K | 0.00% | +319 | New |
| Logan Capital Management Inc | 335 | $47.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 400 | $56.1K | 0.02% | +400 | New |
| Fairfield Financial Advisors, LTD | 407 | $57.1K | 0.03% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 434 | $60.9K | 0.00% | +434 | New |