| Highland Investment Advisors LLC | 1 | $105 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 2 | $210 | 0.00% | −1−33.3% | Reduced |
| Medallion Wealth Advisors, LLC | 4 | $419 | 0.00% | +4 | New |
| Plante Moran Financial Advisors, LLC | 6 | $628 | 0.00% | +6 | New |
| WPG Advisers, LLC | 6 | $628 | 0.00% | +6 | New |
| Quaker Wealth Management, LLC | 7 | $733 | 0.00% | −1−12.5% | Reduced |
| South State Corp. | 7 | $733 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $733 | 0.00% | +7 | New |
| Walsh & Associates, LLC | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 10 | $1.05K | 0.00% | +5+100.0% | Added |
| Owl Creek Wealth Partners LLC | 10 | $1.05K | 0.00% | +10 | New |
| Washington Trust Advisors, Inc. | 10 | $1.05K | 0.00% | +1+11.1% | Added |
| AdvisorNet Financial, Inc | 11 | $1.15K | 0.00% | +2+22.2% | Added |
| First Horizon Corp | 12 | $1.26K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $1.26K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 12 | $1.26K | 0.00% | +12 | New |
| Hughes Financial Services, LLC | 15 | $1.57K | 0.00% | +12+400.0% | Added |
| Bellevue Asset Management, LLC | 15 | $1.57K | 0.00% | +15 | New |
| Parkside Financial Bank & Trust | 16 | $1.68K | 0.00% | +11+220.0% | Added |
| FWL Investment Management, LLC | 19 | $1.99K | 0.00% | +19 | New |
| American Capital Advisory, LLC | 21 | $2.20K | 0.00% | +8+61.5% | Added |
| WealthCollab, LLC | 25 | $2.62K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 28 | $2.93K | 0.00% | −172−86.0% | Reduced |
| ZRC Wealth Management, LLC | 29 | $3.04K | 0.00% | +29 | New |
| Cape Investment Advisory, Inc. | 31 | $3.25K | 0.00% | +31 | New |
| Ronald Blue Trust, Inc. | 33 | $3.45K | 0.00% | +33 | New |
| Pier Capital, LLC | 40 | $4.19K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 48 | $5.02K | 0.00% | +8+20.0% | Added |
| Planning Strategies Inc. | 49 | $5.13K | 0.00% | +49 | New |
| Asset Dedication, LLC | 50 | $5.23K | 0.00% | +50 | New |
| Anchor Investment Management, LLC | 50 | $5.23K | 0.00% | +50 | New |
| Meeder Asset Management Inc | 57 | $5.97K | 0.00% | +57 | New |
| Peterson Wealth Management | 58 | $6.07K | 0.00% | +58 | New |
| Aventura Private Wealth, LLC | 59 | $6.18K | 0.00% | +59 | New |
| Cromwell Holdings LLC | 60 | $6.28K | 0.00% | +26+76.5% | Added |
| Game Plan Financial Advisors, LLC | 60 | $6.28K | 0.00% | +60 | New |
| Signature Equity Partners, LLC | 65 | $6.80K | 0.00% | +65 | New |
| Accent Capital Management, LLC | 67 | $7.01K | 0.00% | +67 | New |
| JPL Wealth Management, LLC | 68 | $7.12K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 68 | $7.12K | 0.00% | +3+4.6% | Added |
| VSM Wealth Advisory, LLC | 70 | $7.33K | 0.00% | +5+7.7% | Added |
| Assetmark, Inc | 73 | $7.64K | 0.00% | +10+15.9% | Added |
| NBT Bank N A | 75 | $7.85K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 91 | $9.53K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 95 | $9.94K | 0.00% | +69+265.4% | Added |
| MCF Advisors LLC | 100 | $10.5K | 0.00% | −34−25.4% | Reduced |
| Acima Private Wealth, LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 100 | $10.5K | 0.00% | +100 | New |
| POM Investment Strategies, LLC | 100 | $10.5K | 0.01% | +100 | New |
| Financial Consulate, Inc | 105 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 105 | $11.0K | 0.00% | +105 | New |
| Pflug Koory, LLC | 106 | $11.1K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 110 | $11.5K | 0.01% | −24−17.9% | Reduced |
| Larson Financial Group LLC | 113 | $11.8K | 0.00% | +89+370.8% | Added |
| Acumen Wealth Advisors, LLC | 128 | $13.4K | 0.00% | +18+16.4% | Added |
| Toth Financial Advisory Corp | 140 | $14.7K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 146 | $15.3K | 0.00% | +137+1,522.2% | Added |
| Decker Retirement Planning Inc. | 146 | $15.3K | 0.01% | +146 | New |
| Nisa Investment Advisors, LLC | 150 | $15.7K | 0.00% | +5+3.4% | Added |
| NBH Bank | 166 | $17.4K | 0.01% | +166 | New |
| Moisand Fitzgerald Tamayo, LLC | 182 | $19.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $20.9K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 200 | $20.9K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 200 | $20.9K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 205 | $21.5K | 0.00% | +205 | New |
| Northwestern Mutual Wealth Management Co | 222 | $23.2K | 0.00% | +69+45.1% | Added |
| Ritter Daniher Financial Advisory LLC | 229 | $24.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 235 | $24.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 241 | $25.2K | 0.00% | +41+20.5% | Added |
| National Bank of Canada | 255 | $26.7K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 257 | $26.9K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 265 | $27.7K | 0.01% | +265 | New |
| Axiom Investment Management LLC | 274 | $28.7K | 0.02% | +274 | New |
| Hager Investment Management Services, LLC | 277 | $29.0K | 0.01% | +277 | New |
| Merrithew & Thorsten Inc | 300 | $31.0K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 300 | $31.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 300 | $31.4K | 0.00% | +300 | New |
| Lodestone Wealth Management LLC | 328 | $34.3K | 0.01% | 00.0% | Unchanged |
| Trust Co | 345 | $36.1K | 0.00% | +345 | New |
| Byrne Asset Management LLC | 348 | $36.4K | 0.02% | −160−31.5% | Reduced |
| Salomon & Ludwin, LLC | 359 | $36.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 350 | $36.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 352 | $36.8K | 0.00% | +7+2.0% | Added |
| Private Trust Co NA | 353 | $36.9K | 0.00% | −161−31.3% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 362 | $37.9K | 0.00% | +362 | New |
| Basecamp Wealth Advisors LLC | 371 | $38.8K | 0.01% | +32+9.4% | Added |
| SHP Wealth Management | 387 | $40.5K | 0.00% | +81+26.5% | Added |
| Versant Capital Management, Inc | 403 | $42.2K | 0.00% | +10+2.5% | Added |
| Activest Wealth Management | 403 | $42.2K | 0.01% | +10+2.5% | Added |
| NFJ Investment Group, LLC | 419 | $43.9K | 0.00% | −56,259−99.3% | Reduced |
| Quent Capital, LLC | 435 | $45.5K | 0.00% | −48−9.9% | Reduced |
| Cornerstone Planning Group LLC | 508 | $51.0K | 0.01% | +27+5.6% | Added |
| Brown, Lisle/Cummings, Inc. | 500 | $52.3K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 500 | $52.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 517 | $54.0K | 0.00% | +517 | New |
| Richardson Financial Services Inc. | 617 | $64.6K | 0.04% | +617 | New |