| Avion Wealth | 68 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 22 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $34 | 0.00% | +2 | New |
| Elyxium Wealth, LLC | 4 | $58 | 0.00% | +4 | New |
| Murphy & Mullick Capital Management Corp | 5 | $73 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $73 | 0.00% | +5 | New |
| Cedar Mountain Advisors, LLC | 6 | $87 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 6 | $88 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 6 | $88 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 7 | $102 | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 7 | $102 | 0.00% | +7 | New |
| Assetmark, Inc | 8 | $116 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 9 | $131 | 0.00% | +2+28.6% | Added |
| Lodestone Wealth Management LLC | 9 | $131 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 9 | $132 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $132 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 11 | $160 | 0.00% | +11 | New |
| Eurizon Capital SGR S.p.A. | 15 | $218 | 0.00% | +15 | New |
| Asset Planning,Inc | 18 | $262 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 24 | $312 | 0.00% | +14+140.0% | Added |
| Whittier Trust Co of Nevada Inc | 23 | $338 | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 25 | $344 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 24 | $349 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 27 | $393 | 0.00% | −3,519−99.2% | Reduced |
| Fortitude Family Office, LLC | 32 | $466 | 0.00% | −14−30.4% | Reduced |
| MV Capital Management, Inc. | 32 | $466 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $612 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 48 | $699 | 0.00% | +37+336.4% | Added |
| Larson Financial Group LLC | 51 | $743 | 0.00% | +22+75.9% | Added |
| Flagship Harbor Advisors, LLC | 52 | $757 | 0.00% | +52 | New |
| Signature Resources Capital Management, LLC | 54 | $786 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 54 | $787 | 0.00% | −13−19.4% | Reduced |
| Armstrong Advisory Group, Inc | 55 | $801 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 55 | $801 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 58 | $844 | 0.00% | +58 | New |
| Kilter Group LLC | 58 | $845 | 0.00% | +42+262.5% | Added |
| Whittier Trust Co | 58 | $853 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $946 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 66 | $961 | 0.00% | +18+37.5% | Added |
| True Wealth Design, LLC | 68 | $991 | 0.00% | −3−4.2% | Reduced |
| Beacon Financial Strategies CORP | 69 | $1.00K | 0.00% | +69 | New |
| South State Corp. | 90 | $1.31K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 92 | $1.34K | 0.00% | −68−42.5% | Reduced |
| Raffa Wealth Management, LLC | 93 | $1.35K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 94 | $1.37K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 94 | $1.37K | 0.00% | +29+44.6% | Added |
| 1 North Wealth Services LLC | 96 | $1.40K | 0.00% | +96 | New |
| International Assets Investment Management, LLC | 100 | $1.46K | 0.00% | +100 | New |
| Sachetta, LLC | 106 | $1.54K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 110 | $1.60K | 0.00% | −334−75.2% | Reduced |
| Bare Financial Services, Inc | 113 | $1.65K | 0.00% | +35+44.9% | Added |
| Allworth Financial LP | 133 | $1.94K | 0.00% | −165−55.4% | Reduced |
| Versant Capital Management, Inc | 151 | $2.20K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 174 | $2.53K | 0.00% | +14+8.8% | Added |
| Brown Brothers Harriman & Co | 192 | $2.80K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 236 | $3.44K | 0.00% | +71+43.0% | Added |
| Quest Partners LLC | 272 | $3.96K | 0.00% | −6,626−96.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 276 | $4.02K | 0.00% | −287−51.0% | Reduced |
| Farther Finance Advisors, LLC | 288 | $4.19K | 0.00% | +38+15.2% | Added |
| Fourth Dimension Wealth, LLC | 300 | $4.37K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 300 | $4.37K | 0.00% | +300 | New |
| Rothschild Investment LLC | 340 | $4.95K | 0.00% | +155+83.8% | Added |
| Root Financial Partners, LLC | 346 | $5.04K | 0.00% | +66+23.6% | Added |
| Huntington National Bank | 372 | $5.42K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 457 | $6.65K | 0.00% | +21+4.8% | Added |
| Wealth Preservation Advisors, LLC | 461 | $6.71K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 503 | $7.32K | 0.00% | +471+1,471.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 507 | $7.38K | 0.00% | +507 | New |
| Pinnacle Bancorp, Inc. | 681 | $9.91K | 0.00% | +196+40.4% | Added |
| SBI Securities Co., Ltd. | 684 | $9.96K | 0.00% | −18−2.6% | Reduced |
| Los Angeles Capital Management LLC | 616 | $9.97K | 0.00% | +616 | New |
| Quarry LP | 705 | $10.3K | 0.00% | −1,743−71.2% | Reduced |
| Salomon & Ludwin, LLC | 707 | $10.4K | 0.00% | −124−14.9% | Reduced |
| SRS Capital Advisors, Inc. | 731 | $10.6K | 0.00% | −35,605−98.0% | Reduced |
| Parallel Advisors, LLC | 815 | $11.9K | 0.00% | −40−4.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 817 | $11.9K | 0.01% | +817 | New |
| Fifth Third Bancorp | 965 | $14.1K | 0.00% | +31+3.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,102 | $16.0K | 0.00% | +1,102 | New |
| US Bancorp | 1,099 | $16.0K | 0.00% | −7−0.6% | Reduced |
| GAMMA Investing LLC | 1,190 | $17.3K | 0.00% | −643−35.1% | Reduced |
| Hantz Financial Services, Inc. | 1,229 | $18.0K | 0.00% | +341+38.4% | Added |
| 1620 Investment Advisors, Inc. | 1,271 | $18.5K | 0.01% | −79−5.9% | Reduced |
| American National Bank | 1,451 | $21.1K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 1,523 | $22.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,710 | $22.7K | 0.00% | +1,710 | New |
| Smartleaf Asset Management LLC | 2,259 | $33.1K | 0.00% | −223−9.0% | Reduced |
| Kestra Advisory Services, LLC | 2,299 | $33.5K | 0.00% | +2,299 | New |
| Umb Bank N A | 2,300 | $33.5K | 0.00% | +1,718+295.2% | Added |
| Public Employees Retirement System of Ohio | 2,361 | $34.4K | 0.00% | +2+0.1% | Added |
| Advisory Services Network, LLC | 2,452 | $35.7K | 0.00% | −2,521−50.7% | Reduced |
| Rockefeller Capital Management L.P. | 2,767 | $40.3K | 0.00% | +1,821+192.5% | Added |
| Sterling Capital Management LLC | 3,790 | $55.2K | 0.00% | −515−12.0% | Reduced |
| Quadrant Capital Group LLC | 3,946 | $57.5K | 0.00% | +155+4.1% | Added |
| Atlas Capital Advisors LLC | 3,961 | $57.7K | 0.01% | +3,961 | New |
| KBC Group NV | 4,680 | $68.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4,760 | $69.0K | 0.04% | +2,990+168.9% | Added |
| AdvisorShares Investments LLC | 5,464 | $79.6K | 0.01% | −768−12.3% | Reduced |
| Vestcor Inc | 6,529 | $95.0K | 0.00% | +6,529 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6,820 | $99.3K | 0.00% | +2,260+49.6% | Added |