| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | New |
| Sofos Investments, Inc. | 0 | $471 | 0.00% | 0 | Unchanged |
| Perkins Coie Trust Co | 1 | $573 | 0.00% | −5−83.3% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 1 | $573 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $1.15K | 0.00% | −3−60.0% | Reduced |
| TFC Financial Management | 2 | $1.15K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 2 | $1.15K | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 3 | $1.72K | 0.00% | +3 | New |
| Plato Investment Management Ltd | 3 | $1.72K | 0.00% | +3 | New |
| Lummis Asset Management, LP | 3 | $1.72K | 0.00% | +3 | New |
| Johnson Financial Group, Inc. | 3 | $1.72K | 0.00% | −20−87.0% | Reduced |
| True Wealth Design, LLC | 3 | $1.72K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 4 | $1.78K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $2.00K | 0.00% | +1+50.0% | Added |
| ClariVest Asset Management LLC | 4 | $2.29K | 0.00% | −19−82.6% | Reduced |
| JJJ Advisors Inc. | 4 | $2.29K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4 | $2.29K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $2.29K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4 | $2.29K | 0.00% | +2+100.0% | Added |
| WealthCollab, LLC | 4 | $2.29K | 0.00% | +4 | New |
| Motco | 5 | $2.87K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $2.87K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 5 | $2.87K | 0.00% | +5 | New |
| Aspect Partners, LLC | 5 | $2.87K | 0.00% | +5 | New |
| Dunhill Financial, LLC | 6 | $3.17K | 0.00% | +6 | New |
| Beaird Harris Wealth Management, LLC | 6 | $3.44K | 0.00% | +6 | New |
| Rakuten Securities, Inc. | 6 | $3.44K | 0.00% | +6 | New |
| Versant Capital Management, Inc | 7 | $4.01K | 0.00% | +1+16.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $4.59K | 0.00% | +3+60.0% | Added |
| Fortitude Family Office, LLC | 8 | $4.59K | 0.00% | +8 | New |
| Lee Financial Co | 8 | $4.59K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8 | $4.60K | 0.00% | +6+300.0% | Added |
| Provenance Wealth Advisors, LLC | 9 | $5.16K | 0.00% | +4+80.0% | Added |
| Valued Wealth Advisors LLC | 12 | $5.33K | 0.00% | +12 | New |
| Harel Insurance Investments & Financial Services Ltd. | 10 | $6.00K | 0.00% | −195−95.1% | Reduced |
| Colonial Trust Advisors | 11 | $6.31K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 11 | $6.31K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $6.31K | 0.00% | −2−15.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $6.88K | 0.00% | +12 | New |
| Frazier Financial Advisors, LLC | 12 | $6.88K | 0.01% | +12 | New |
| Financial Management Professionals, Inc. | 13 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 14 | $7.95K | 0.00% | +11+366.7% | Added |
| Aspire Private Capital, LLC | 14 | $8.03K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 15 | $8.60K | 0.00% | +15 | New |
| Loomis Sayles & Co L P | 15 | $9.00K | 0.00% | −33−68.8% | Reduced |
| Wetzel Investment Advisors, Inc. | 15 | $9.00K | 0.01% | +15 | New |
| Hexagon Capital Partners LLC | 16 | $9.18K | 0.00% | +10+166.7% | Added |
| Sound Income Strategies, LLC | 17 | $9.75K | 0.00% | +2+13.3% | Added |
| SJS Investment Consulting Inc. | 18 | $10.3K | 0.00% | −1−5.3% | Reduced |
| MV Capital Management, Inc. | 18 | $10.3K | 0.00% | −1−5.3% | Reduced |
| SRS Capital Advisors, Inc. | 18 | $10.3K | 0.00% | −2−10.0% | Reduced |
| RFP Financial Group LLC | 19 | $10.9K | 0.00% | −19−50.0% | Reduced |
| Valley National Advisers Inc | 20 | $11.0K | 0.00% | +20 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 20 | $11.5K | 0.00% | +20 | New |
| Caldwell Sutter Capital, Inc. | 22 | $12.6K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 22 | $12.6K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 22 | $13.0K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 23 | $13.0K | 0.01% | +23 | New |
| Carmichael Hill & Associates, Inc. | 25 | $14.3K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 25 | $14.3K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $14.3K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 26 | $14.9K | 0.01% | +26 | New |
| GW&K Investment Management, LLC | 27 | $15.0K | 0.00% | +2+8.0% | Added |
| Distillate Capital Partners LLC | 27 | $15.5K | 3.37% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 29 | $16.6K | 0.00% | −32−52.5% | Reduced |
| Abich Financial Wealth Management LLC | 30 | $17.2K | 0.02% | +30 | New |
| Pinnacle Bancorp, Inc. | 33 | $18.9K | 0.01% | −11−25.0% | Reduced |
| Evergreen Private Wealth LLC | 35 | $20.1K | 0.01% | +35 | New |
| Your Advocates Ltd., LLP | 37 | $21.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $21.8K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 39 | $22.4K | 0.00% | +39 | New |
| Laurel Wealth Advisors LLC | 40 | $22.9K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 41 | $23.5K | 0.01% | +41 | New |
| Zions Bancorporation, N.A. | 45 | $25.8K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 48 | $27.5K | 0.03% | +48 | New |
| AdvisorNet Financial, Inc | 48 | $27.6K | 0.00% | +20+71.4% | Added |
| Resources Management Corp | 50 | $29.0K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 59 | $30.6K | 0.00% | −1−1.7% | Reduced |
| Covestor Ltd | 54 | $32.0K | 0.02% | −108−66.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 55 | $32.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 56 | $32.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 58 | $33.3K | 0.00% | −2−3.3% | Reduced |
| MCF Advisors LLC | 60 | $34.4K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 60 | $34.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 60 | $34.4K | 0.02% | +60 | New |
| Baystate Wealth Management LLC | 62 | $36.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 63 | $36.1K | 0.02% | +63 | New |
| NBC Securities, Inc. | 66 | $37.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 65 | $37.3K | 0.02% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $37.3K | 0.03% | – | – |
| Larson Financial Group LLC | 65 | $37.3K | 0.00% | +61+1,525.0% | Added |
| Twin Lakes Capital Management, LLC | 67 | $38.4K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 70 | $40.1K | 0.02% | −33−32.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 70 | $40.1K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 70 | $40.4K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 72 | $41.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 75 | $43.0K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 78 | $45.0K | 0.02% | 00.0% | Unchanged |