| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| Armstrong Advisory Group, Inc | 0 | $37 | 0.00% | 0 | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $76 | 0.00% | −3−75.0% | Reduced |
| TFC Financial Management | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $132 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 2 | $151 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2 | $151 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $152 | 0.00% | −1−33.3% | Reduced |
| IMA Wealth, Inc. | 3 | $226 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3 | $227 | 0.00% | −46−93.9% | Reduced |
| Rialto Wealth Management, LLC | 3 | $227 | 0.00% | −4−57.1% | Reduced |
| HFM Investment Advisors, LLC | 3 | $227 | 0.00% | −2−40.0% | Reduced |
| Duncker Streett & Co Inc | 4 | $304 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $377 | 0.00% | −1−16.7% | Reduced |
| Larson Financial Group LLC | 5 | $378 | 0.00% | −11−68.8% | Reduced |
| WPG Advisers, LLC | 6 | $453 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $454 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $529 | 0.00% | −3−30.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 7 | $529 | 0.00% | +7 | New |
| Bare Financial Services, Inc | 7 | $529 | 0.00% | +7 | New |
| Cromwell Holdings LLC | 8 | $604 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $680 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $756 | 0.00% | −14−58.3% | Reduced |
| MidFirst Bank | 10 | $756 | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 11 | $831 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 11 | $832 | 0.00% | +1+10.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 17 | $1.28K | 0.00% | +17 | New |
| Optiver Holding B.V. | 19 | $1.44K | 0.00% | −124−86.7% | Reduced |
| Harbour Investments, Inc. | 19 | $1.44K | 0.00% | +3+18.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 20 | $1.51K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 20 | $1.51K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 22 | $1.66K | 0.00% | +22 | New |
| Wolff Wiese Magana LLC | 22 | $1.66K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 28 | $2.12K | 0.00% | +28 | New |
| Plante Moran Financial Advisors, LLC | 29 | $2.19K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 30 | $2.27K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 30 | $2.27K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 35 | $2.65K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 37 | $2.80K | 0.00% | +37 | New |
| Ronald Blue Trust, Inc. | 44 | $3.33K | 0.00% | −51−53.7% | Reduced |
| Sachetta, LLC | 46 | $3.48K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 46 | $3.48K | 0.00% | +34+283.3% | Added |
| Golden State Wealth Management, LLC | 48 | $3.63K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $3.78K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 59 | $4.00K | 0.00% | −2−3.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 53 | $4.03K | 0.00% | −1−1.9% | Reduced |
| Grove Bank & Trust | 60 | $4.53K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 63 | $4.76K | 0.00% | +12+23.5% | Added |
| Financial Consulate, Inc | 66 | $4.99K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 79 | $5.97K | 0.00% | +79 | New |
| Private Trust Co NA | 85 | $6.42K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 88 | $7.00K | 0.00% | +45+104.7% | Added |
| Root Financial Partners, LLC | 93 | $7.03K | 0.00% | −102−52.3% | Reduced |
| Elyxium Wealth, LLC | 96 | $7.25K | 0.00% | +96 | New |
| Versant Capital Management, Inc | 99 | $7.48K | 0.00% | −128−56.4% | Reduced |
| Anchor Investment Management, LLC | 100 | $7.56K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 100 | $7.56K | 0.00% | +100 | New |
| DT Investment Partners, LLC | 116 | $8.77K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 110 | $8.79K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 121 | $9.14K | 0.00% | −1,309−91.5% | Reduced |
| International Assets Investment Management, LLC | 126 | $9.52K | 0.00% | +126 | New |
| Wealth Enhancement Trust Services, Inc. | 132 | $9.97K | 0.00% | +132 | New |
| Valley National Advisers Inc | 134 | $10.0K | 0.00% | +7+5.5% | Added |
| Smithfield Trust Co | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 141 | $10.3K | 0.00% | −308−68.6% | Reduced |
| Spire Wealth Management | 148 | $11.2K | 0.00% | −1−0.7% | Reduced |
| SOA Wealth Advisors, LLC. | 158 | $11.9K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 163 | $12.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 165 | $13.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 185 | $14.0K | 0.00% | +13+7.6% | Added |
| N.E.W. Advisory Services LLC | 188 | $14.2K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 200 | $15.1K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 202 | $15.3K | 0.00% | −2,714−93.1% | Reduced |
| Huntington National Bank | 234 | $17.7K | 0.00% | −43−15.5% | Reduced |
| LRI Investments, LLC | 234 | $17.7K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 239 | $18.1K | 0.00% | +1+0.4% | Added |
| First Horizon Corp | 241 | $18.2K | 0.00% | +19+8.6% | Added |
| Trust Co of Vermont | 243 | $18.4K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 248 | $18.8K | 0.00% | −3−1.2% | Reduced |
| Sherman Asset Management, Inc. | 255 | $19.3K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 267 | $20.6K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 292 | $22.1K | 0.00% | +292 | New |
| EverSource Wealth Advisors, LLC | 293 | $22.2K | 0.00% | −118−28.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 300 | $22.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 315 | $23.8K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 316 | $23.9K | 0.00% | +316 | New |
| Bartlett & Co. Wealth Management LLC | 317 | $24.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 330 | $24.9K | 0.00% | −1,499−82.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 346 | $26.1K | 0.00% | −14−3.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 350 | $26.4K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 368 | $26.9K | 0.00% | +368 | New |
| Smartleaf Asset Management LLC | 368 | $28.3K | 0.00% | −127−25.7% | Reduced |
| Country Trust Bank | 400 | $30.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 410 | $31.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 437 | $33.0K | 0.00% | −337−43.5% | Reduced |
| SJS Investment Consulting Inc. | 444 | $33.5K | 0.00% | +436+5,450.0% | Added |
| Atwood & Palmer Inc | 448 | $33.9K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 452 | $34.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 486 | $36.7K | 0.00% | −4,957−91.1% | Reduced |
