| Navigoe, LLC | 10 | $0 | 0.00% | +1+11.1% | Added |
| Evolution Advisers, Inc. | 4 | $0 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 1 | $38 | 0.00% | −7−87.5% | Reduced |
| TFC Financial Management | 1 | $38 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Natixis | 1 | $38 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $38 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $76 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $76 | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2 | $76 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $76 | 0.00% | +1+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 2 | $76 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $76 | 0.00% | +2 | New |
| Gilpin Wealth Management, LLC | 2 | $76 | 0.00% | +2 | New |
| Massmutual Trust Co FSB | 3 | $113 | 0.00% | −17−85.0% | Reduced |
| Bruce G. Allen Investments, LLC | 3 | $113 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3 | $114 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $114 | 0.00% | +3 | New |
| Triumph Capital Management | 3 | $118 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4 | $151 | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 4 | $163 | 0.00% | +4 | New |
| Asset Dedication, LLC | 5 | $189 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 5 | $189 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 5 | $189 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $189 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $189 | 0.00% | +4+400.0% | Added |
| HFM Investment Advisors, LLC | 5 | $189 | 0.00% | +4+400.0% | Added |
| Ankerstar Wealth, LLC | 5 | $189 | 0.00% | +5 | New |
| First Horizon Corp | 6 | $227 | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 7 | $265 | 0.00% | +7 | New |
| Essential Partners LLC | 8 | $302 | 0.00% | −39−83.0% | Reduced |
| Continuum Advisory, LLC | 8 | $302 | 0.00% | +8 | New |
| Moisand Fitzgerald Tamayo, LLC | 8 | $303 | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 9 | $340 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 9 | $340 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 9 | $340 | 0.00% | +9 | New |
| Manning & Napier Advisors LLC | 9 | $342 | 0.00% | +9 | New |
| Vanguard National Trust Co | 10 | $378 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 11 | $416 | 0.00% | +11 | New |
| Country Trust Bank | 12 | $454 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 12 | $454 | 0.00% | +12 | New |
| Kingdom Financial Group LLC. | 12 | $464 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 13 | $491 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 13 | $492 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $492 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 14 | $529 | 0.00% | −10−41.7% | Reduced |
| Owl Creek Wealth Partners LLC | 16 | $605 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 17 | $643 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 18 | $680 | 0.00% | −11,083−99.8% | Reduced |
| Flagship Wealth Advisors, LLC | 18 | $680 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 18 | $680 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 18 | $680 | 0.00% | 00.0% | Unchanged |
| Bayban | 18 | $680 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $719 | 0.00% | +8+72.7% | Added |
| Holos Integrated Wealth LLC | 19 | $736 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $756 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 20 | $756 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 21 | $794 | 0.00% | +5+31.3% | Added |
| Bogart Wealth, LLC | 21 | $794 | 0.00% | +21 | New |
| Financial Perspectives, Inc | 22 | $832 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 26 | $983 | 0.00% | −33−55.9% | Reduced |
| Action Point Financial Planning, LLC | 29 | $983 | 0.00% | +29 | New |
| Smithfield Trust Co | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 27 | $1.02K | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 27 | $1.02K | 0.00% | +27 | New |
| Aberdeen Wealth Management LLC | 27 | $1.02K | 0.00% | +27 | New |
| Monetary Solutions, Ltd | 28 | $1.06K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 28 | $1.06K | 0.00% | +2+7.7% | Added |
| Keating Financial Advisory Services, Inc. | 28 | $1.06K | 0.00% | +16+133.3% | Added |
| City State Bank | 29 | $1.10K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 29 | $1.10K | 0.00% | +12+70.6% | Added |
| William B. Walkup & Associates, Inc. | 30 | $1.13K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 30 | $1.13K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 30 | $1.14K | 0.00% | −33−52.4% | Reduced |
| Clearstead Advisors, LLC | 31 | $1.17K | 0.00% | +31 | New |
| Trust Co of Toledo NA | 32 | $1.21K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $1.32K | 0.00% | +4+12.9% | Added |
| Harbor Investment Advisory, LLC | 36 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 39 | $1.48K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 40 | $1.52K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 42 | $1.59K | 0.00% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 42 | $1.59K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 43 | $1.63K | 0.00% | +38+760.0% | Added |
| True Wealth Design, LLC | 44 | $1.66K | 0.00% | +33+300.0% | Added |
| Valued Wealth Advisors LLC | 44 | $1.66K | 0.00% | +44 | New |
| Caitong International Asset Management Co., Ltd | 45 | $1.70K | 0.00% | +45 | New |
| Barrett & Company, Inc. | 49 | $1.83K | 0.00% | +1+2.1% | Added |
| Whittier Trust Co of Nevada Inc | 48 | $1.86K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 53 | $1.99K | 0.00% | −49−48.0% | Reduced |
| GW&K Investment Management, LLC | 40 | $2.00K | 0.00% | −1−2.4% | Reduced |
| Delta Asset Management LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 54 | $2.04K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 56 | $2.12K | 0.00% | +56 | New |
| Parallel Advisors, LLC | 59 | $2.23K | 0.00% | −4−6.3% | Reduced |
| Medallion Wealth Advisors, LLC | 60 | $2.27K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 63 | $2.38K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 66 | $2.50K | 0.00% | +56+560.0% | Added |
| CoreCap Advisors, LLC | 67 | $2.53K | 0.00% | +45+204.5% | Added |
| JPL Wealth Management, LLC | 68 | $2.57K | 0.00% | +48+240.0% | Added |
| Cedar Mountain Advisors, LLC | 70 | $2.65K | 0.00% | −1−1.4% | Reduced |