| Winnow Wealth LLC | 1 | $320 | 0.00% | +1 | New |
| Bruce G. Allen Investments, LLC | 1 | $386 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $386 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1 | $386 | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $386 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $386 | 0.00% | +1 | New |
| Kohmann Bosshard Financial Services, LLC | 1 | $386 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $386 | 0.00% | +1 | New |
| BOK Financial Private Wealth, Inc. | 1 | $387 | 0.00% | −117−99.2% | Reduced |
| Sandy Spring Bank | 1 | $387 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $387 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1 | $387 | 0.00% | +1 | New |
| Riverview Trust Co | 2 | $772 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $772 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $772 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $772 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 3 | $1.16K | 0.00% | +2+200.0% | Added |
| Manchester Capital Management LLC | 3 | $1.16K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $1.16K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3 | $1.16K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 3 | $1.16K | 0.00% | +3 | New |
| Clark Wealth Partners | 3 | $1.16K | 0.00% | +3 | New |
| Legacy Investment Solutions, LLC | 4 | $1.45K | 0.00% | +2+100.0% | Added |
| Legacy Wealth Managment, LLC | 4 | $1.45K | 0.00% | +2+100.0% | Added |
| Provenance Wealth Advisors, LLC | 4 | $1.54K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 4 | $1.54K | 0.00% | +4 | New |
| Dogwood Wealth Management LLC | 5 | $1.93K | 0.00% | +5 | Added |
| SJS Investment Consulting Inc. | 5 | $1.93K | 0.00% | −1−16.7% | Reduced |
| Private Wealth Management Group, LLC | 5 | $1.93K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $2.00K | 0.00% | +2+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $2.32K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 7 | $2.70K | 0.00% | −3−30.0% | Reduced |
| McIlrath & Eck, LLC | 8 | $3.09K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 8 | $3.09K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 9 | $3.48K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 9 | $3.48K | 0.01% | +9 | New |
| Archer Investment Corp | 10 | $3.86K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $3.86K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10 | $3.92K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 11 | $4.25K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $4.63K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 13 | $5.02K | 0.00% | +13 | New |
| Quest 10 Wealth Builders, Inc. | 14 | $5.41K | 0.01% | +14 | New |
| Dunhill Financial, LLC | 14 | $5.55K | 0.00% | +3+27.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $5.79K | 0.00% | −1−6.3% | Reduced |
| DT Investment Partners, LLC | 15 | $5.79K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 15 | $5.79K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 16 | $6.18K | 0.00% | −64−80.0% | Reduced |
| Atticus Wealth Management, LLC | 16 | $6.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $6.57K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 18 | $6.95K | 0.00% | −6−25.0% | Reduced |
| ESL Trust Services, LLC | 18 | $6.95K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 18 | $6.95K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 18 | $6.95K | 0.00% | +18 | New |
| Sachetta, LLC | 18 | $6.95K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $7.72K | 0.00% | −2−9.1% | Reduced |
| Golden State Wealth Management, LLC | 20 | $7.72K | 0.00% | +20 | New |
| Plante Moran Financial Advisors, LLC | 21 | $8.11K | 0.00% | +21 | New |
| AdvisorNet Financial, Inc | 23 | $8.88K | 0.00% | −156−87.2% | Reduced |
| Financial Life Planners | 24 | $9.31K | 0.01% | +24 | New |
| First Command Advisory Services, Inc. | 25 | $9.66K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 26 | $10.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 27 | $10.4K | 0.00% | +27 | New |
| MV Capital Management, Inc. | 28 | $10.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 29 | $11.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 30 | $11.6K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 30 | $11.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 31 | $12.0K | 0.00% | +1+3.3% | Added |
| WPG Advisers, LLC | 32 | $12.4K | 0.01% | +32 | New |
| Atlas Capital Advisors LLC | 33 | $12.7K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 33 | $12.7K | 0.01% | +33 | New |
| Geneos Wealth Management Inc. | 34 | $13.1K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 36 | $13.9K | 0.03% | −197−84.5% | Reduced |
| LGT Financial Advisors LLC | 37 | $14.3K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $15.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 39 | $15.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 47 | $18.2K | 0.01% | +40+571.4% | Added |
| Hall Laurie J Trustee | 50 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 50 | $19.3K | 0.01% | +50 | New |
| Skopos Labs, Inc. | 53 | $20.5K | 0.01% | +4+8.2% | Added |
| Proequities, Inc. | 49 | $20.6K | 0.00% | −25−33.8% | Reduced |
| CVA Family Office, LLC | 54 | $20.9K | 0.00% | +3+5.9% | Added |
| West Branch Capital LLC | 56 | $21.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 57 | $22.0K | 0.00% | −59−50.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 59 | $22.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 60 | $23.2K | 0.00% | −3−4.8% | Reduced |
| Rise Advisors, LLC | 64 | $24.7K | 0.01% | −3−4.5% | Reduced |
| Community Bank, N.A. | 67 | $25.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 67 | $25.9K | 0.01% | −30−30.9% | Reduced |
| Investment Management Corp | 69 | $26.6K | 0.02% | +69 | New |
| Pittenger & Anderson Inc | 70 | $27.0K | 0.00% | +10+16.7% | Added |
| Van Hulzen Asset Management, LLC | 70 | $27.0K | 0.00% | +70 | New |
| Creative Financial Designs Inc | 71 | $27.4K | 0.00% | +36+102.9% | Added |
| Sierra Ocean, LLC | 73 | $28.2K | 0.02% | +73 | New |
| CoreCap Advisors, LLC | 79 | $30.5K | 0.00% | +12+17.9% | Added |
| Adirondack Trust Co | 80 | $30.9K | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 82 | $31.0K | 0.00% | +82 | New |