| Highline Wealth Partners LLC | 4 | $524 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 4 | $524 | 0.00% | +4 | New |
| Kilter Group LLC | 4 | $525 | 0.00% | +4 | New |
| Caitong International Asset Management Co., Ltd | 6 | $786 | 0.00% | −4,838−99.9% | Reduced |
| Godfrey Financial Associates, Inc. | 6 | $786 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 6 | $786 | 0.00% | +6 | New |
| Financial Network Wealth Advisors LLC | 9 | $1.18K | 0.00% | +9 | New |
| Wilkerson Advisory Group LLC | 10 | $1.31K | 0.00% | +10 | New |
| Investors Portfolio Services LLC | 11 | $1.44K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 12 | $1.57K | 0.00% | −8−40.0% | Reduced |
| Trust Co | 12 | $1.57K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 12 | $1.57K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 13 | $1.70K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 13 | $1.70K | 0.00% | +9+225.0% | Added |
| Navigoe, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 19 | $2.00K | 0.00% | +19 | New |
| Private Wealth Asset Management, LLC | 16 | $2.10K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 17 | $2.23K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 18 | $2.36K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $2.49K | 0.00% | −13−40.6% | Reduced |
| Sumitomo Life Insurance Co | 19,300 | $2.53K | 0.00% | −3,500−15.4% | Reduced |
| Channing Global Advisors, LLC | 20 | $2.62K | 0.00% | +20 | New |
| TD Private Client Wealth LLC | 21 | $2.75K | 0.00% | +7+50.0% | Added |
| MV Capital Management, Inc. | 22 | $2.88K | 0.00% | +17+340.0% | Added |
| Penserra Capital Management LLC | 27 | $3.00K | 0.00% | −6,556−99.6% | Reduced |
| McIlrath & Eck, LLC | 25 | $3.27K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 26 | $3.41K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 26 | $3.41K | 0.00% | +26 | New |
| LRI Investments, LLC | 27 | $3.54K | 0.00% | +27 | New |
| Raleigh Capital Management Inc. | 29 | $3.80K | 0.00% | +29 | New |
| Strategic Wealth Partners, Ltd. | 34 | $4.45K | 0.00% | +34 | New |
| HM Payson & Co | 39 | $5.11K | 0.00% | +3+8.3% | Added |
| Cedar Mountain Advisors, LLC | 40 | $5.24K | 0.00% | +40 | New |
| GHP Investment Advisors, Inc. | 41 | $5.37K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 43 | $5.63K | 0.00% | −4−8.5% | Reduced |
| MSRH, LLC | 44 | $5.76K | 0.01% | −1,377−96.9% | Reduced |
| Bare Financial Services, Inc | 46 | $6.03K | 0.00% | +13+39.4% | Added |
| Transamerica Financial Advisors, Inc. | 48 | $6.30K | 0.00% | −149−75.6% | Reduced |
| Wellington-Altus USA Inc. | 60 | $6.74K | 0.00% | −247−80.5% | Reduced |
| JDM Financial Group LLC | 60 | $7.86K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 65 | $8.52K | 0.00% | −35−35.0% | Reduced |
| Zions Bancorporation, National Association | 71 | $9.30K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 75 | $9.84K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 80 | $10.0K | 0.00% | −154−65.8% | Reduced |
| Private Trust Co NA | 84 | $11.0K | 0.00% | −10−10.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 87 | $11.4K | 0.00% | −363−80.7% | Reduced |
| S&T Bank | 90 | $11.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 94 | $12.3K | 0.00% | −3,399−97.3% | Reduced |
| SWAN Capital LLC | 95 | $12.4K | 0.00% | +15+18.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $12.6K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $13.1K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $13.1K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $13.1K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $13.1K | 0.00% | +27+37.0% | Added |
| Signature Resources Capital Management, LLC | 100 | $13.1K | 0.01% | +100 | New |
| Manchester Capital Management LLC | 105 | $13.8K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 120 | $15.7K | 0.00% | +120 | New |
| Coston, McIsaac & Partners | 125 | $16.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 123 | $16.1K | 0.00% | +70+132.1% | Added |
| Toth Financial Advisory Corp | 123 | $16.1K | 0.00% | +83+207.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 125 | $16.4K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 128 | $16.8K | 0.00% | +128 | New |
| Umb Bank N A | 130 | $17.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 130 | $17.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 130 | $17.0K | 0.01% | +10+8.3% | Added |
| Bank & Trust Co | 135 | $17.7K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 143 | $18.7K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 143 | $18.7K | 0.00% | +143 | New |
| Tradewinds Capital Management, LLC | 150 | $19.7K | 0.00% | +50+50.0% | Added |
| Central Trust Co | 155 | $20.3K | 0.00% | +105+210.0% | Added |
| NBT Bank N A | 157 | $20.6K | 0.00% | −248−61.2% | Reduced |
| Lodestone Wealth Management LLC | 160 | $21.0K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 161 | $21.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 162 | $21.2K | 0.00% | −65−28.6% | Reduced |
| Pacific Center for Financial Services | 183 | $24.0K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 184 | $24.1K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 195 | $25.5K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 200 | $26.2K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 200 | $26.2K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 201 | $26.3K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 228 | $28.6K | 0.00% | +162+245.5% | Added |
| Sound Income Strategies, LLC | 214 | $29.3K | 0.00% | +64+42.7% | Added |
| Hollencrest Capital Management | 236 | $30.9K | 0.00% | +100+73.5% | Added |
| Cary Street Partner Investment Advisory LLC | 244 | $32.0K | 0.01% | +3+1.2% | Added |
| Tompkins Financial Corp | 247 | $32.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 254 | $33.3K | 0.00% | +254 | New |
| Triumph Capital Management | 255 | $33.5K | 0.01% | −16−5.9% | Reduced |
| Root Financial Partners, LLC | 263 | $34.5K | 0.00% | +2+0.8% | Added |
| Duncker Streett & Co Inc | 300 | $39.3K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 300 | $39.3K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 300 | $39.3K | 0.02% | 00.0% | Unchanged |
| Bulwark Capital Corp | 300 | $39.3K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 300 | $39.3K | 0.00% | −45−13.0% | Reduced |
| Aventura Private Wealth, LLC | 308 | $40.4K | 0.01% | +20+6.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 322 | $42.2K | 0.01% | +322 | New |
| Nisa Investment Advisors, LLC | 328 | $43.0K | 0.00% | +19+6.1% | Added |
| Rothschild Investment LLC | 330 | $43.2K | 0.00% | +30+10.0% | Added |
| Morton Brown Family Wealth, LLC | 358 | $46.9K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 365 | $47.8K | 0.01% | +365 | New |
| Caldwell Trust Co | 430 | $56.3K | 0.01% | 00.0% | Unchanged |