| Retirement Wealth Solutions LLC | 0 | $14 | 0.00% | −62−100.0% | Reduced |
| Loomis Sayles & Co L P | 0 | $18 | 0.00% | 0 | Unchanged |
| Glen Eagle Advisors, LLC | 0 | $29 | 0.00% | 0 | Unchanged |
| True Wealth Design, LLC | 1 | $96 | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $96 | 0.00% | +1 | New |
| Bear Mountain Capital, Inc. | 1 | $98 | 0.00% | +1 | New |
| First Pacific Financial | 2 | $191 | 0.00% | −207−99.0% | Reduced |
| Sound Income Strategies, LLC | 4 | $382 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 4 | $382 | 0.00% | +4 | New |
| Wealth Watch Advisors, INC | 4 | $382 | 0.00% | +4 | New |
| DHJJ Financial Advisors, Ltd. | 5 | $478 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 80 | $560 | 0.00% | +39+95.1% | Added |
| Abound Wealth Management | 6 | $573 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 6 | $573 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 8 | $764 | 0.00% | +8 | New |
| FSA Wealth Management LLC | 9 | $859 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 9 | $859 | 0.00% | +1+12.5% | Added |
| Indiana Trust & Investment Management CO | 12 | $1.15K | 0.00% | −50−80.6% | Reduced |
| UMA Financial Services, Inc. | 13 | $1.24K | 0.00% | −7−35.0% | Reduced |
| Turning Point Benefit Group, Inc. | 13 | $1.25K | 0.00% | +13 | New |
| DecisionPoint Financial, LLC | 13 | $1.26K | 0.00% | +13 | New |
| Midwest Capital Advisors, LLC | 16 | $1.52K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 16 | $1.53K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 16 | $1.53K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 16 | $1.53K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 18 | $1.67K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 18 | $1.72K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 18 | $1.72K | 0.00% | +12+200.0% | Added |
| JNBA Financial Advisors | 19 | $1.81K | 0.00% | +19 | New |
| Eukles Asset Management | 20 | $1.91K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 22 | $2.00K | 0.00% | +22 | New |
| Caldwell Sutter Capital, Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 22 | $2.10K | 0.00% | −87−79.8% | Reduced |
| Copeland Capital Management, LLC | 22 | $2.10K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 23 | $2.22K | 0.00% | +23 | New |
| Hughes Financial Services, LLC | 24 | $2.28K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 25 | $2.38K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 25 | $2.39K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $2.39K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 25 | $2.39K | 0.00% | +25 | New |
| Wealth Preservation Advisors, LLC | 29 | $2.77K | 0.00% | +6+26.1% | Added |
| Principia Wealth Advisory, LLC | 29 | $2.77K | 0.00% | +19+190.0% | Added |
| IAG Wealth Partners, LLC | 30 | $2.86K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 31 | $2.96K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 31 | $2.96K | 0.00% | +31 | New |
| Quaker Wealth Management, LLC | 31 | $2.96K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 34 | $3.25K | 0.00% | −10−22.7% | Reduced |
| Robinswood Financial LLC | 34 | $3.25K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 36 | $3.48K | 0.00% | +6+20.0% | Added |
| Godsey & Gibb Associates | 39 | $3.72K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 40 | $3.82K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 40 | $3.82K | 0.00% | +40 | New |
| Pacifica Partners Inc. | 40 | $3.86K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 41 | $3.91K | 0.00% | −150−78.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 41 | $3.91K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 41 | $3.95K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 43 | $4.10K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 43 | $4.10K | 0.00% | −12−21.8% | Reduced |
| 1620 Investment Advisors, Inc. | 44 | $4.17K | 0.00% | +1+2.3% | Added |
| Cedar Mountain Advisors, LLC | 44 | $4.20K | 0.00% | +44 | New |
| Prestige Wealth Management Group LLC | 45 | $4.29K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 46 | $4.39K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 47 | $4.49K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 48 | $4.58K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 50 | $4.77K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 60 | $5.73K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 60 | $5.79K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 62 | $5.89K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 62 | $5.92K | 0.00% | −93−60.0% | Reduced |
| Investors Research Corp | 63 | $6.01K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 65 | $6.20K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 65 | $6.20K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 66 | $6.30K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 66 | $6.30K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 69 | $6.58K | 0.00% | −12−14.8% | Reduced |
| Highline Wealth Partners LLC | 72 | $6.87K | 0.00% | +47+188.0% | Added |
| GW&K Investment Management, LLC | 73 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 78 | $7.00K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 76 | $7.16K | 0.00% | −75−49.7% | Reduced |
| Archer Investment Corp | 75 | $7.16K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 93 | $8.00K | 0.00% | +11+13.4% | Added |
| Frazier Financial Advisors, LLC | 84 | $8.02K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 86 | $8.21K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 86 | $8.21K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 86 | $8.21K | 0.00% | +32+59.3% | Added |
| Consultiva Wealth Management, Corp. | 90 | $8.59K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 97 | $9.00K | 0.00% | +97 | New |
| Clark Wealth Partners | 108 | $9.35K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 100 | $9.54K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $9.54K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $9.54K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 100 | $9.54K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 100 | $9.54K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 100 | $9.54K | 0.01% | +100 | New |
| Proffitt & Goodson Inc | 101 | $9.64K | 0.00% | +101 | New |
| Richard W. Paul & Associates, LLC | 102 | $9.73K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 103 | $9.83K | 0.00% | −167−61.9% | Reduced |
| SJS Investment Consulting Inc. | 108 | $10.3K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 109 | $10.4K | 0.01% | 00.0% | Unchanged |