| MJT & Associates Financial Advisory Group, Inc. | 3 | $160 | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 4 | $212 | 0.00% | +4 | New |
| Chapman Financial Group, LLC | 10 | $531 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $531 | 0.00% | +10 | New |
| SWAN Capital LLC | 15 | $796 | 0.00% | +15 | New |
| LRI Investments, LLC | 15 | $796 | 0.00% | +15 | New |
| Palisade Asset Management, LLC | 15 | $797 | 0.00% | +15 | New |
| Sunbelt Securities, Inc. | 15 | $807 | 0.00% | +15 | New |
| WealthCollab, LLC | 16 | $850 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 17 | $902 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 18 | $956 | 0.00% | +18 | New |
| Brown, Lisle/Cummings, Inc. | 19 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 19 | $1.01K | 0.00% | +19 | New |
| Newbridge Financial Services Group, Inc. | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 20 | $1.06K | 0.00% | +20 | New |
| Caitlin John, LLC | 20 | $1.06K | 0.00% | +20 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 21 | $1.11K | 0.00% | −177−89.4% | Reduced |
| Fairman Group, LLC | 22 | $1.17K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 24 | $1.26K | 0.00% | −1−4.0% | Reduced |
| Luminist Capital LLC | 25 | $1.31K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 26 | $1.38K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 28 | $1.49K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 29 | $1.54K | 0.00% | −246−89.5% | Reduced |
| First Command Advisory Services, Inc. | 30 | $1.59K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 30 | $1.59K | 0.00% | +30 | New |
| Private Wealth Asset Management, LLC | 37 | $1.96K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 47 | $2.00K | 0.00% | +47 | New |
| ESL Trust Services, LLC | 42 | $2.23K | 0.00% | +42 | New |
| Stone House Investment Management, LLC | 46 | $2.44K | 0.00% | +46 | New |
| Atlantic Private Wealth, LLC | 48 | $2.55K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 50 | $2.65K | 0.00% | +50 | New |
| Beaird Harris Wealth Management, LLC | 54 | $2.86K | 0.00% | +15+38.5% | Added |
| Trust Co of Vermont | 54 | $2.87K | 0.00% | −1,478−96.5% | Reduced |
| Montag A & Associates Inc | 55 | $2.92K | 0.00% | +55 | New |
| DecisionPoint Financial, LLC | 56 | $2.93K | 0.00% | +56 | New |
| Hanson & Doremus Investment Management | 58 | $3.00K | 0.00% | +58 | New |
| Wealth Preservation Advisors, LLC | 60 | $3.19K | 0.00% | −3−4.8% | Reduced |
| Tacita Capital Inc | 60 | $3.19K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 61 | $3.24K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 71 | $3.77K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 72 | $3.82K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 80 | $4.25K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 84 | $4.46K | 0.00% | +84 | New |
| YANKCOM Partnership | 85 | $4.51K | 0.00% | −10,854−99.2% | Reduced |
| Bell Investment Advisors, Inc | 87 | $4.62K | 0.00% | +9+11.5% | Added |
| Tompkins Financial Corp | 100 | $5.31K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $5.31K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $5.31K | 0.00% | +100 | New |
| Central Trust Co | 102 | $5.42K | 0.00% | −62−37.8% | Reduced |
| Principia Wealth Advisory, LLC | 107 | $5.68K | 0.00% | +66+161.0% | Added |
| Caldwell Sutter Capital, Inc. | 114 | $6.05K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 128 | $6.79K | 0.00% | +128 | New |
| Proffitt & Goodson Inc | 131 | $6.95K | 0.00% | +131 | New |
| IMG Wealth Management, Inc. | 141 | $7.48K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 143 | $7.59K | 0.00% | +2+1.4% | Added |
| Eastern Bank | 150 | $7.96K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 150 | $7.96K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 150 | $7.96K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 150 | $7.96K | 0.00% | +150 | New |
| Financial Consulate, Inc | 150 | $7.96K | 0.00% | +150 | New |
| Wealth Watch Advisors, INC | 170 | $9.02K | 0.00% | +170 | New |
| UMA Financial Services, Inc. | 182 | $9.66K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 186 | $9.87K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 189 | $10.0K | 0.00% | +189 | New |
| Fourth Dimension Wealth, LLC | 193 | $10.2K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 200 | $10.6K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 203 | $10.8K | 0.00% | +3+1.5% | Added |
| Country Trust Bank | 205 | $10.9K | 0.00% | +113+122.8% | Added |
| SIMA Wealth Partners, LLC | 210 | $11.1K | 0.01% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 212 | $11.3K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 218 | $11.6K | 0.01% | +218 | New |
| Key Financial Inc | 224 | $11.7K | 0.00% | +3+1.4% | Added |
| Independence Bank of Kentucky | 224 | $11.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 224 | $11.9K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 225 | $11.9K | 0.01% | −193−46.2% | Reduced |
| Cornerstone Planning Group LLC | 245 | $12.6K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 242 | $12.8K | 0.00% | +242 | New |
| Golden State Wealth Management, LLC | 248 | $13.2K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 250 | $13.3K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 258 | $13.7K | 0.00% | +4+1.6% | Added |
| GW&K Investment Management, LLC | 267 | $14.0K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 280 | $14.9K | 0.01% | +5+1.8% | Added |
| Essential Partners LLC | 292 | $15.5K | 0.01% | +292 | New |
| Centennial Bank | 300 | $15.9K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 304 | $16.1K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 315 | $16.7K | 0.00% | −18−5.4% | Reduced |
| Dakota Community Bank & Trust NA | 322 | $17.1K | 0.07% | −2,626−89.1% | Reduced |
| Cary Street Partners Financial LLC | 346 | $18.4K | 0.00% | −282−44.9% | Reduced |
| AllSquare Wealth Management LLC | 350 | $18.6K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 376 | $20.0K | 0.01% | +17+4.7% | Added |
| Root Financial Partners, LLC | 391 | $20.8K | 0.00% | +391 | New |
| Riverview Trust Co | 400 | $21.2K | 0.03% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 400 | $21.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 400 | $21.2K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 404 | $21.4K | 0.02% | −9,900−96.1% | Reduced |
| WPG Advisers, LLC | 408 | $21.7K | 0.02% | −31−7.1% | Reduced |
| Richard W. Paul & Associates, LLC | 468 | $24.8K | 0.01% | +49+11.7% | Added |
| Coston, McIsaac & Partners | 502 | $26.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 505 | $26.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 500 | $27.0K | 0.00% | 00.0% | Unchanged |