| Coston, McIsaac & Partners | 10 | $0 | 0.00% | +10 | New |
| Golden State Wealth Management, LLC | 1 | $70 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $71 | 0.00% | −1−50.0% | Reduced |
| Asset Dedication, LLC | 1 | $71 | 0.00% | +1 | New |
| MorganRosel Wealth Management, LLC | 2 | $140 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $140 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $210 | 0.00% | +3 | New |
| Toth Financial Advisory Corp | 3 | $211 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 3 | $211 | 0.00% | +3 | New |
| Rise Advisors, LLC | 4 | $280 | 0.00% | −35−89.7% | Reduced |
| Tortoise Investment Management, LLC | 4 | $280 | 0.00% | +4 | New |
| Crewe Advisors LLC | 4 | $281 | 0.00% | +4 | New |
| Twin Peaks Wealth Advisors, LLC | 4 | $321 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 5 | $350 | 0.00% | −18−78.3% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $350 | 0.00% | −6−54.5% | Reduced |
| CNB Bank | 5 | $350 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 6 | $420 | 0.00% | +3+100.0% | Added |
| Bare Financial Services, Inc | 7 | $490 | 0.00% | +7 | New |
| Bogart Wealth, LLC | 8 | $560 | 0.00% | +8 | New |
| Bruce G. Allen Investments, LLC | 9 | $630 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 9 | $630 | 0.00% | +4+80.0% | Added |
| HFM Investment Advisors, LLC | 9 | $630 | 0.00% | +5+125.0% | Added |
| Stephens Consulting, LLC | 9 | $631 | 0.00% | +9 | New |
| Hughes Financial Services, LLC | 8 | $681 | 0.00% | −7−46.7% | Reduced |
| Financial Network Wealth Advisors LLC | 10 | $701 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 10 | $701 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $701 | 0.00% | +5+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 11 | $770 | 0.00% | +7+175.0% | Added |
| CVA Family Office, LLC | 12 | $841 | 0.00% | −8−40.0% | Reduced |
| Rialto Wealth Management, LLC | 13 | $911 | 0.00% | +13 | New |
| Valued Wealth Advisors LLC | 14 | $981 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $1.00K | 0.00% | +8+88.9% | Added |
| Copia Wealth Management | 15 | $1.05K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.12K | 0.00% | −16−50.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 18 | $1.26K | 0.00% | −16−47.1% | Reduced |
| True Wealth Design, LLC | 19 | $1.33K | 0.00% | −8−29.6% | Reduced |
| Raffa Wealth Management, LLC | 19 | $1.33K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 20 | $1.40K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 21 | $1.44K | 0.00% | +21 | New |
| Clearstead Advisors, LLC | 21 | $1.47K | 0.00% | −39−65.0% | Reduced |
| Cromwell Holdings LLC | 24 | $1.68K | 0.00% | +14+140.0% | Added |
| Rothschild Investment LLC | 25 | $1.75K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 29 | $2.00K | 0.00% | −32−52.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 29 | $2.03K | 0.00% | −1−3.3% | Reduced |
| AdvisorNet Financial, Inc | 30 | $2.10K | 0.00% | −11−26.8% | Reduced |
| South State Corp. | 30 | $2.10K | 0.00% | −7−18.9% | Reduced |
| TD Waterhouse Canada Inc. | 30 | $2.14K | 0.00% | −40−57.1% | Reduced |
| Quarry LP | 34 | $2.38K | 0.00% | −2,126−98.4% | Reduced |
| Ancora Advisors, LLC | 40 | $2.80K | 0.00% | +40 | New |
| Atlantic Trust, LLC | 42 | $2.94K | 0.00% | +42 | New |
| Fortitude Family Office, LLC | 44 | $3.08K | 0.00% | +44 | New |
| Cornerstone Planning Group LLC | 39 | $3.22K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 47 | $3.29K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 47 | $3.29K | 0.00% | +47 | New |
| Bell Investment Advisors, Inc | 58 | $4.06K | 0.00% | −7−10.8% | Reduced |
| HM Payson & Co | 65 | $4.55K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 66 | $4.62K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 71 | $4.97K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 78 | $5.46K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 83 | $5.81K | 0.00% | −1−1.2% | Reduced |
| Private Trust Co NA | 83 | $5.81K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 90 | $6.30K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 97 | $6.79K | 0.00% | +16+19.8% | Added |
| Traub Capital Management LLC | 100 | $7.00K | 0.01% | +100 | New |
| Murphy & Mullick Capital Management Corp | 94 | $7.18K | 0.01% | +23+32.4% | Added |
| JFS Wealth Advisors, LLC | 104 | $7.29K | 0.00% | +5+5.1% | Added |
| Larson Financial Group LLC | 111 | $7.78K | 0.00% | +21+23.3% | Added |
| Total Investment Management Inc | 112 | $7.85K | 0.00% | +112 | New |
| Capital Advisors, Ltd. LLC | 113 | $8.00K | 0.00% | +3+2.7% | Added |
| WPG Advisers, LLC | 118 | $8.27K | 0.01% | −15−11.3% | Reduced |
| Boreal Capital Management LLC | 120 | $8.41K | 0.01% | +120 | New |
| Parkside Financial Bank & Trust | 126 | $8.83K | 0.00% | +6+5.0% | Added |
| Massmutual Trust Co FSB | 149 | $10.4K | 0.00% | −100−40.2% | Reduced |
| Rakuten Securities, Inc. | 149 | $10.4K | 0.00% | −31−17.2% | Reduced |
| Ameritas Advisory Services, LLC | 159 | $11.1K | 0.00% | +159 | New |
| Ronald Blue Trust, Inc. | 160 | $11.2K | 0.00% | +14+9.6% | Added |
| Hemington Wealth Management | 179 | $12.0K | 0.00% | +20+12.6% | Added |
| Leonteq Securities AG | 179 | $12.5K | 0.00% | +179 | New |
| Private Wealth Asset Management, LLC | 191 | $13.4K | 0.00% | −18−8.6% | Reduced |
| Covestor Ltd | 206 | $14.0K | 0.01% | −3−1.4% | Reduced |
| Creative Financial Designs Inc | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 204 | $14.3K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 227 | $15.9K | 0.00% | +227 | New |
| Parallel Advisors, LLC | 233 | $16.3K | 0.00% | −1,445−86.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 278 | $19.5K | 0.00% | +120+75.9% | Added |
| Westside Investment Management, Inc. | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 300 | $21.1K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 313 | $21.9K | 0.00% | +313 | New |
| Perkins Coie Trust Co | 350 | $24.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 354 | $24.8K | 0.00% | +53+17.6% | Added |
| First Horizon Advisors, Inc. | 381 | $26.7K | 0.00% | −20−5.0% | Reduced |
| Accent Capital Management, LLC | 387 | $27.0K | 0.01% | +72+22.9% | Added |
| Harbour Investments, Inc. | 391 | $27.4K | 0.00% | −74−15.9% | Reduced |
| IFP Advisors, Inc | 393 | $27.5K | 0.00% | −62−13.6% | Reduced |
| V-Square Quantitative Management LLC | 410 | $28.7K | 0.00% | −134−24.6% | Reduced |
| Pittenger & Anderson Inc | 411 | $28.8K | 0.00% | +76+22.7% | Added |
| TD Private Client Wealth LLC | 452 | $31.7K | 0.00% | +352+352.0% | Added |
| GWM Advisors LLC | 466 | $32.6K | 0.00% | 00.0% | Unchanged |
