| Avion Wealth | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Parkside Financial Bank & Trust | 8 | $285 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9 | $320 | 0.00% | +5+125.0% | Added |
| Raleigh Capital Management Inc. | 10 | $356 | 0.00% | −45−81.8% | Reduced |
| Bryn Mawr Trust Co | 10 | $356 | 0.00% | +10 | New |
| CVA Family Office, LLC | 12 | $427 | 0.00% | +12 | New |
| First Personal Financial Services | 14 | $499 | 0.00% | +14 | New |
| Proequities, Inc. | 17 | $605 | 0.00% | −40−70.2% | Reduced |
| Whittier Trust Co | 18 | $640 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 18 | $641 | 0.00% | +18 | New |
| Claris Advisors, LLC | 21 | $747 | 0.00% | +21 | New |
| 1620 Investment Advisors, Inc. | 22 | $773 | 0.00% | +22 | New |
| Global Financial Private Client, LLC | 23 | $819 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 25 | $890 | 0.00% | +25 | New |
| SWAN Capital LLC | 26 | $916 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 27 | $955 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 27 | $967 | 0.00% | +27 | New |
| Financial Management Professionals, Inc. | 17 | $1.00K | 0.00% | −1−5.6% | Reduced |
| Creekmur Asset Management LLC | 31 | $1.10K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 29 | $1.18K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 35 | $1.25K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 35 | $1.25K | 0.00% | +35 | New |
| Abich Financial Wealth Management LLC | 36 | $1.28K | 0.00% | −2,491−98.6% | Reduced |
| Archer Investment Corp | 40 | $1.42K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 42 | $1.50K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 43 | $1.53K | 0.00% | −34−44.2% | Reduced |
| Beacon Capital Management, LLC | 50 | $1.78K | 0.00% | +50 | New |
| Valued Wealth Advisors LLC | 52 | $1.85K | 0.00% | +16+44.4% | Added |
| Cape Investment Advisory, Inc. | 54 | $1.92K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 55 | $1.97K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 59 | $2.10K | 0.00% | +59 | New |
| Global Retirement Partners, LLC | 63 | $2.24K | 0.00% | −374−85.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 63 | $2.24K | 0.00% | +3+5.0% | Added |
| Westend Capital Management, LLC | 64 | $2.28K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 75 | $2.67K | 0.00% | +7+10.3% | Added |
| Coston, McIsaac & Partners | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 91 | $3.24K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 92 | $3.27K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 92 | $3.27K | 0.00% | +72+360.0% | Added |
| Thompson Investment Management, Inc. | 97 | $3.45K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 99 | $3.52K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $3.56K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 100 | $3.56K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $3.56K | 0.00% | +10+11.1% | Added |
| Game Plan Financial Advisors, LLC | 100 | $3.56K | 0.00% | +100 | New |
| HM Payson & Co | 101 | $3.60K | 0.00% | +6+6.3% | Added |
| Morton Brown Family Wealth, LLC | 101 | $3.60K | 0.00% | +101 | New |
| DHJJ Financial Advisors, Ltd. | 103 | $3.65K | 0.00% | +50+94.3% | Added |
| Pinnacle Bancorp, Inc. | 104 | $3.70K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 107 | $3.81K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 108 | $3.84K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 113 | $4.03K | 0.00% | +5+4.6% | Added |
| Salem Investment Counselors Inc | 132 | $4.70K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 134 | $4.77K | 0.00% | +134 | New |
| Sunbelt Securities, Inc. | 150 | $5.34K | 0.00% | +150 | New |
| Hollencrest Capital Management | 150 | $5.34K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 150 | $5.34K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 150 | $5.34K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 167 | $5.94K | 0.00% | +167 | New |
| Capital Advisors, Ltd. LLC | 174 | $6.00K | 0.00% | −1−0.6% | Reduced |
| Manchester Capital Management LLC | 174 | $6.19K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 175 | $6.23K | 0.00% | −81−31.6% | Reduced |
| Bokf, NA | 181 | $6.24K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 191 | $6.80K | 0.00% | −13−6.4% | Reduced |
| North Star Investment Management Corp. | 200 | $7.12K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $7.12K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 200 | $7.12K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 203 | $7.22K | 0.00% | +59+41.0% | Added |
| Massmutual Trust Co FSB | 210 | $7.47K | 0.00% | +98+87.5% | Added |
| FinTrust Capital Advisors, LLC | 217 | $7.72K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 222 | $8.00K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 248 | $8.83K | 0.00% | +248 | New |
| TruNorth Capital Management, LLC | 250 | $8.90K | 0.00% | +250 | New |
| Sound Income Strategies, LLC | 274 | $9.75K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 300 | $10.7K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 300 | $10.7K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 306 | $10.9K | 0.00% | +306 | New |
| Continuum Advisory, LLC | 322 | $11.7K | 0.00% | +23+7.7% | Added |
| CIBC Private Wealth Group, LLC | 368 | $13.1K | 0.00% | +152+70.4% | Added |
| DecisionPoint Financial, LLC | 400 | $14.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 405 | $14.4K | 0.00% | +14+3.6% | Added |
| Creative Financial Designs Inc | 409 | $14.6K | 0.00% | +3+0.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 450 | $16.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 450 | $16.0K | 0.00% | +450 | New |
| Westside Investment Management, Inc. | 386 | $16.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 485 | $17.3K | 0.00% | +29+6.4% | Added |
| Plante Moran Financial Advisors, LLC | 497 | $17.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 533 | $19.0K | 0.01% | −977−64.7% | Reduced |
| Strategic Investment Solutions, Inc. | 542 | $19.3K | 0.01% | +192+54.9% | Added |
| Principal Securities, Inc. | 555 | $19.8K | 0.00% | +207+59.5% | Added |
| Mather Group, LLC. | 611 | $21.7K | 0.00% | +138+29.2% | Added |
| Huntington National Bank | 645 | $23.0K | 0.00% | +367+132.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 661 | $23.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 744 | $26.5K | 0.00% | +115+18.3% | Added |
| Operose Advisors LLC | 780 | $27.8K | 0.01% | +780 | New |
| Hemington Wealth Management | 818 | $28.0K | 0.01% | +818 | New |
| Rise Advisors, LLC | 799 | $28.4K | 0.01% | +6+0.8% | Added |
| Atticus Wealth Management, LLC | 816 | $29.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 860 | $30.6K | 0.01% | 00.0% | Unchanged |