| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Plato Investment Management Ltd | 1 | $72 | 0.00% | −53−98.1% | Reduced |
| Hughes Financial Services, LLC | 1 | $72 | 0.00% | −3−75.0% | Reduced |
| TFC Financial Management | 1 | $73 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 2 | $129 | 0.00% | +2 | New |
| SHP Wealth Management | 2 | $144 | 0.00% | −5−71.4% | Reduced |
| NBT Bank N A | 2 | $144 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $145 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $145 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 3 | $217 | 0.00% | −1−25.0% | Reduced |
| MV Capital Management, Inc. | 4 | $289 | 0.00% | −17−81.0% | Reduced |
| Financial Consulate, Inc | 4 | $289 | 0.00% | −7−63.6% | Reduced |
| Trust Co | 4 | $289 | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $289 | 0.00% | +4 | New |
| Tounjian Advisory Partners, LLC | 4 | $289 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 5 | $360 | 0.00% | +2+66.7% | Added |
| 1015 Capital Partners, LLC | 5 | $361 | 0.00% | −5−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 5 | $361 | 0.00% | +3+150.0% | Added |
| Stone House Investment Management, LLC | 6 | $433 | 0.00% | +6 | New |
| Buck Wealth Strategies, LLC | 6 | $433 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 6 | $447 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 7 | $505 | 0.00% | −3−30.0% | Reduced |
| Marquette Asset Management, LLC | 9 | $650 | 0.00% | −14−60.9% | Reduced |
| Aventura Private Wealth, LLC | 10 | $721 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 10 | $722 | 0.00% | −57−85.1% | Reduced |
| Private Wealth Management Group, LLC | 10 | $722 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10 | $740 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 11 | $794 | 0.00% | +11 | New |
| Investors Portfolio Services LLC | 11 | $794 | 0.00% | +11 | New |
| AdvisorNet Financial, Inc | 12 | $866 | 0.00% | −2−14.3% | Reduced |
| SBI Securities Co., Ltd. | 12 | $866 | 0.00% | −1−7.7% | Reduced |
| Bruce G. Allen Investments, LLC | 13 | $938 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13 | $968 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $1.00K | 0.00% | +8+133.3% | Added |
| Brown, Lisle/Cummings, Inc. | 15 | $1.08K | 0.00% | −12−44.4% | Reduced |
| Signature Equity Partners, LLC | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 16 | $1.15K | 0.00% | +16 | New |
| Cornerstone Financial Management LLC | 18 | $1.30K | 0.00% | −6−25.0% | Reduced |
| Bellevue Asset Management, LLC | 19 | $1.37K | 0.00% | +19 | New |
| HFM Investment Advisors, LLC | 19 | $1.37K | 0.00% | +13+216.7% | Added |
| South State Corp. | 20 | $1.44K | 0.00% | +5+33.3% | Added |
| Harbour Investments, Inc. | 22 | $1.59K | 0.00% | −526−96.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 23 | $1.66K | 0.00% | +1+4.5% | Added |
| Rialto Wealth Management, LLC | 25 | $1.80K | 0.00% | +11+78.6% | Added |
| Capital Advisors, Ltd. LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 29 | $2.09K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 29 | $2.09K | 0.00% | +1+3.6% | Added |
| Kilter Group LLC | 30 | $2.17K | 0.00% | +7+30.4% | Added |
| Compass Financial Management LLC | 32 | $2.31K | 0.00% | +32 | New |
| Pinnacle Wealth Planning Services, Inc. | 38 | $2.74K | 0.00% | −55−59.1% | Reduced |
| Bryn Mawr Trust Co | 39 | $2.81K | 0.00% | +39 | New |
| MidFirst Bank | 39 | $2.81K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 41 | $2.96K | 0.00% | −2−4.7% | Reduced |
| Raffa Wealth Management, LLC | 41 | $2.96K | 0.00% | +1+2.5% | Added |
| Creative Capital Management Investments LLC | 41 | $2.96K | 0.00% | +41 | New |
| Tidemark, LLC | 43 | $3.10K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 45 | $3.25K | 0.00% | +33+275.0% | Added |
| Bell Investment Advisors, Inc | 45 | $3.25K | 0.00% | +8+21.6% | Added |
| Bare Financial Services, Inc | 47 | $3.39K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 50 | $3.61K | 0.00% | +27+117.4% | Added |
| CBIZ Investment Advisory Services, LLC | 53 | $3.67K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 52 | $3.75K | 0.00% | +15+40.5% | Added |
| Cape Investment Advisory, Inc. | 52 | $3.75K | 0.00% | +52 | New |
| Parkside Financial Bank & Trust | 54 | $3.90K | 0.00% | −54−50.0% | Reduced |
| Manchester Capital Management LLC | 54 | $3.90K | 0.00% | +21+63.6% | Added |
| CoreCap Advisors, LLC | 60 | $4.33K | 0.00% | +55+1,100.0% | Added |
| N.E.W. Advisory Services LLC | 65 | $4.69K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 68 | $4.91K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 72 | $5.20K | 0.00% | −140−66.0% | Reduced |
| Covestor Ltd | 77 | $6.00K | 0.00% | −49−38.9% | Reduced |
| Action Point Financial Planning, LLC | 86 | $6.06K | 0.00% | +86 | New |
| Bokf, NA | 88 | $6.35K | 0.00% | −14,422−99.4% | Reduced |
| JFS Wealth Advisors, LLC | 96 | $6.93K | 0.00% | −12−11.1% | Reduced |
| Fortitude Family Office, LLC | 97 | $7.00K | 0.00% | +31+47.0% | Added |
| Holos Integrated Wealth LLC | 102 | $8.04K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 116 | $8.37K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 131 | $9.45K | 0.00% | −40−23.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 135 | $9.74K | 0.00% | +72+114.3% | Added |
| Basepoint Wealth LLC | 135 | $9.77K | 0.01% | −74−35.4% | Reduced |
| Silver Grove Financial Group, Inc. | 138 | $9.96K | 0.01% | +10+7.8% | Added |
| IMA Wealth, Inc. | 138 | $9.96K | 0.00% | +138 | New |
| CVA Family Office, LLC | 139 | $10.0K | 0.00% | −106−43.3% | Reduced |
| Trust Co of Toledo NA | 141 | $10.2K | 0.00% | +12+9.3% | Added |
| Meeder Asset Management Inc | 143 | $10.3K | 0.00% | +43+43.0% | Added |
| Kerr Financial Planning Corp | 146 | $10.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 146 | $10.5K | 0.00% | +135+1,227.3% | Added |
| WPG Advisers, LLC | 158 | $11.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 158 | $11.4K | 0.00% | +15+10.5% | Added |
| Rothschild Investment LLC | 174 | $12.6K | 0.00% | −594−77.3% | Reduced |
| Farmers & Merchants Investments Inc | 177 | $12.8K | 0.00% | +10+6.0% | Added |
| TD Private Client Wealth LLC | 179 | $12.9K | 0.00% | +7+4.1% | Added |
| Rossby Financial, LCC | 180 | $13.0K | 0.00% | +69+62.2% | Added |
| Brown Brothers Harriman & Co | 184 | $13.3K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 215 | $15.5K | 0.01% | −394−64.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 234 | $16.9K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 234 | $16.9K | 0.00% | +80+51.9% | Added |
| Zions Bancorporation, National Association | 247 | $17.8K | 0.00% | −5−2.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 251 | $18.9K | 0.00% | −62−19.8% | Reduced |
| Centerpoint Advisors, LLC | 257 | $19.0K | 0.01% | −2−0.8% | Reduced |
