| Avion Wealth | 10 | $0 | 0.00% | −100−90.9% | Reduced |
| Clear Street Markets LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 7 | $0 | 0.00% | +7 | New |
| Comerica Bank | 81,846 | $4 | 0.00% | +81,846 | New |
| Tfo-TDC, LLC | 2 | $74 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $111 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $295 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 9 | $323 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 9 | $332 | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 10 | $368 | 0.00% | +10 | New |
| TFC Financial Management | 10 | $369 | 0.00% | +10 | New |
| SOA Wealth Advisors, LLC. | 11 | $400 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $480 | 0.00% | −19−59.4% | Reduced |
| Glen Eagle Advisors, LLC | 13 | $480 | 0.00% | +13 | New |
| Bogart Wealth, LLC | 15 | $553 | 0.00% | −8−34.8% | Reduced |
| Laurel Wealth Advisors LLC | 16 | $591 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 18 | $699 | 0.00% | +18 | New |
| Sittner & Nelson, LLC | 20 | $738 | 0.00% | −11−35.5% | Reduced |
| SJS Investment Consulting Inc. | 20 | $738 | 0.00% | −6−23.1% | Reduced |
| Hallmark Capital Management Inc | 20 | $738 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 20 | $738 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 20 | $738 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 20 | $738 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $738 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 20 | $738 | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 21 | $775 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 22 | $790 | 0.00% | +22 | New |
| Parkside Financial Bank & Trust | 23 | $849 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 31 | $853 | 0.00% | +31 | New |
| TCTC Holdings, LLC | 25 | $922 | 0.00% | +25 | New |
| Disciplined Investments, LLC | 26 | $959 | 0.00% | −2−7.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 26 | $960 | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 20 | $1.00K | 0.00% | +20 | New |
| Capital Analysts, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Boyd Watterson Asset Management LLC | 29 | $1.07K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $1.11K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 34 | $1.25K | 0.00% | +34 | New |
| Bangor Savings Bank | 35 | $1.29K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 37 | $1.38K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 52 | $1.44K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 40 | $1.48K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 40 | $1.48K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 41 | $1.51K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 42 | $1.56K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 43 | $1.59K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $1.84K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 50 | $1.84K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 50 | $1.84K | 0.00% | +50 | New |
| Concord Wealth Partners | 54 | $1.99K | 0.00% | +54 | New |
| CKW Financial Group | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 60 | $2.00K | 0.00% | +60 | New |
| Column Capital Advisors, LLC | 58 | $2.14K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 60 | $2.21K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 60 | $2.21K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 63 | $2.33K | 0.00% | −39−38.2% | Reduced |
| Armstrong Advisory Group, Inc | 63 | $2.33K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $2.40K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 65 | $2.40K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 71 | $2.62K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 71 | $2.62K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 79 | $2.90K | 0.00% | −5−6.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 80 | $2.95K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 77 | $3.00K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 84 | $3.10K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 90 | $3.32K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 90 | $3.32K | 0.00% | +90 | New |
| HHM Wealth Advisors, LLC | 90 | $3.32K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $3.69K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $3.69K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 100 | $3.69K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 103 | $3.80K | 0.00% | −132−56.2% | Reduced |
| Cape Investment Advisory, Inc. | 104 | $3.84K | 0.00% | +1+1.0% | Added |
| Glassman Wealth Services | 105 | $3.87K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 107 | $3.93K | 0.00% | +107 | New |
| Loomis Sayles & Co L P | 109 | $4.00K | 0.00% | +109 | New |
| Beacon Capital Management, LLC | 109 | $4.02K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 117 | $4.32K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 120 | $4.43K | 0.00% | −12−9.1% | Reduced |
| Institutional & Family Asset Management, LLC | 120 | $4.43K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 126 | $4.65K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 176 | $4.66K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 130 | $4.80K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 134 | $4.94K | 0.00% | +134 | New |
| Quent Capital, LLC | 137 | $5.05K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 138 | $5.07K | 0.00% | +1+0.7% | Added |
| Proequities, Inc. | 152 | $5.61K | 0.00% | −80−34.5% | Reduced |
| Johnson Financial Group, Inc. | 153 | $5.64K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 156 | $5.75K | 0.00% | −59−27.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 158 | $5.83K | 0.00% | −780−83.2% | Reduced |
| Country Trust Bank | 159 | $5.87K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 167 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 151 | $6.00K | 0.00% | +151 | New |
| TD Private Client Wealth LLC | 170 | $6.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 179 | $6.60K | 0.00% | +43+31.6% | Added |
| Toronto Dominion Bank | 213 | $7.00K | 0.00% | +11+5.4% | Added |