| Centerpoint Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 15 | $0 | 0.00% | +11+275.0% | Added |
| Delos Wealth Advisors, LLC | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $64 | 0.00% | +1 | New |
| Crewe Advisors LLC | 2 | $128 | 0.00% | −46−95.8% | Reduced |
| True Wealth Design, LLC | 2 | $128 | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 3 | $191 | 0.00% | +1+50.0% | Added |
| Sofos Investments, Inc. | 64 | $198 | 0.00% | +64 | New |
| Horan Securities, Inc. | 4 | $246 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $254 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4 | $254 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 4 | $254 | 0.00% | +4 | New |
| Assetmark, Inc | 8 | $509 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 9 | $573 | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10 | $636 | 0.00% | −15,060−99.9% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $636 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 10 | $636 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10 | $636 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $637 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 10 | $637 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 10 | $637 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 10 | $696 | 0.00% | +10 | New |
| Private Ocean, LLC | 11 | $700 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $764 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 13 | $827 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 13 | $827 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 13 | $828 | 0.00% | +13 | New |
| WealthPlan Investment Management, LLC | 14 | $891 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 15 | $954 | 0.00% | −617−97.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 15 | $954 | 0.00% | −100−87.0% | Reduced |
| Raffa Wealth Management, LLC | 15 | $954 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 15 | $954 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 31 | $1.00K | 0.00% | −976−96.9% | Reduced |
| Bartlett & Co. LLC | 15 | $1.00K | 0.00% | −100−87.0% | Reduced |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $1.00K | 0.00% | +21+420.0% | Added |
| CGC Financial Services, LLC | 16 | $1.02K | 0.00% | +16 | New |
| Whittier Trust Co | 17 | $1.08K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 17 | $1.08K | 0.00% | −178−91.3% | Reduced |
| Gradient Investments LLC | 17 | $1.08K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 17 | $1.08K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 19 | $1.21K | 0.00% | −6−24.0% | Reduced |
| Baystate Wealth Management LLC | 19 | $1.21K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 19 | $1.21K | 0.00% | +13+216.7% | Added |
| Fiduciary Alliance LLC | 20 | $1.27K | 0.00% | +20 | New |
| Umb Bank N A | 21 | $1.34K | 0.00% | −205−90.7% | Reduced |
| Chesapeake Asset Management LLC | 21 | $1.34K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 22 | $1.40K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 22 | $1.40K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 22 | $1.40K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 23 | $1.44K | 0.00% | +22+2,200.0% | Added |
| Cambridge Trust Co | 25 | $1.59K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 26 | $1.65K | 0.00% | −1,768−98.6% | Reduced |
| GoalVest Advisory LLC | 30 | $1.91K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 34 | $2.16K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 35 | $2.23K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 35 | $2.23K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 41 | $2.61K | 0.00% | −100−70.9% | Reduced |
| JFS Wealth Advisors, LLC | 43 | $2.74K | 0.00% | +3+7.5% | Added |
| FinTrust Capital Advisors, LLC | 56 | $2.74K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 52 | $3.00K | 0.00% | −76−59.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 69 | $3.00K | 0.00% | +7+11.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 40 | $3.00K | 0.00% | +40 | New |
| Safeguard Financial, LLC | 50 | $3.00K | 0.00% | +50 | New |
| AdvisorNet Financial, Inc | 48 | $3.05K | 0.00% | −8−14.3% | Reduced |
| Toth Financial Advisory Corp | 50 | $3.18K | 0.00% | −80−61.5% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $3.18K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 50 | $3.18K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 50 | $3.18K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $3.18K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 50 | $3.18K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 50 | $3.18K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 52 | $3.31K | 0.00% | +29+126.1% | Added |
| Fifth Third Bancorp | 53 | $3.37K | 0.00% | −54−50.5% | Reduced |
| Core Alternative Capital | 54 | $3.44K | 0.00% | −74−57.8% | Reduced |
| Versant Capital Management, Inc | 57 | $3.63K | 0.00% | +32+128.0% | Added |
| Carmichael Hill & Associates, Inc. | 58 | $3.69K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 61 | $3.88K | 0.00% | +5+8.9% | Added |
| Baker Avenue Asset Management, LP | 64 | $4.07K | 0.00% | −9−12.3% | Reduced |
| Iron Horse Wealth Management, LLC | 64 | $4.07K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 65 | $4.13K | 0.00% | +50+333.3% | Added |
| BDO Wealth Advisors, LLC | 70 | $4.45K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 72 | $4.58K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 73 | $4.64K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 73 | $4.64K | 0.00% | +32+78.0% | Added |
| First Manhattan Co | 73 | $4.64K | 0.00% | +73 | New |
| Spire Wealth Management | 79 | $5.03K | 0.00% | −91−53.5% | Reduced |
| Bell Investment Advisors, Inc | 82 | $5.22K | 0.00% | −2−2.4% | Reduced |
| Park Place Capital Corp | 84 | $5.34K | 0.00% | +4+5.0% | Added |
| Geneos Wealth Management Inc. | 92 | $5.85K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 100 | $6.00K | 0.00% | +50+100.0% | Added |
| OpenView Management, LLC | 95 | $6.04K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 100 | $6.36K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $6.36K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 104 | $6.62K | 0.00% | +40+62.5% | Added |
| ORG Partners LLC | 104 | $6.98K | 0.00% | +104 | New |
| VisionPoint Advisory Group, LLC | 112 | $7.12K | 0.00% | +112 | New |