| Lazard Asset Management LLC | 15 | $0 | 0.00% | −1,300−98.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 5 | $0 | 0.00% | −42−89.4% | Reduced |
| Byrne Asset Management LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 13 | $0 | 0.00% | −1−7.1% | Reduced |
| Avion Wealth | 10 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 3 | $0 | 0.00% | +3 | New |
| SkyView Investment Advisors, LLC | 11 | $0 | 0.00% | +11 | New |
| 25 LLC | 1 | $23 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $26 | 0.00% | – | – |
| Beacon Capital Management, LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2 | $51 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $51 | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 5 | $128 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 6 | $162 | 0.00% | +6 | New |
| Albion Financial Group | 7 | $179 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $204 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $204 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 8 | $204 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 8 | $204 | 0.00% | +8 | New |
| Evermay Wealth Management LLC | 8 | $205 | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 8 | $208 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 9 | $230 | 0.00% | +9 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 9 | $231 | 0.00% | 00.0% | Unchanged |
| First Command Bank | 10 | $256 | 0.00% | +10 | New |
| First Command Financial Services, Inc. | 10 | $256 | 0.00% | +10 | New |
| Hollencrest Capital Management | 14 | $358 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 15 | $374 | 0.00% | +1+7.1% | Added |
| ICA Group Wealth Management, LLC | 15 | $376 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 17 | $435 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 17 | $435 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 17 | $435 | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 17 | $435 | 0.00% | +17 | New |
| Carmel Capital Partners, LLC | 17 | $435 | 0.00% | +17 | New |
| Hexagon Capital Partners LLC | 18 | $460 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 19 | $486 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $511 | 0.00% | −95−82.6% | Reduced |
| SRS Capital Advisors, Inc. | 21 | $537 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 21 | $544 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 22 | $562 | 0.00% | +22 | New |
| SJS Investment Consulting Inc. | 22 | $563 | 0.00% | −39−63.9% | Reduced |
| Harbour Investments, Inc. | 24 | $613 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 24 | $614 | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 25 | $622 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 25 | $638 | 0.00% | +25 | New |
| Center for Financial Planning, Inc. | 27 | $691 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 34 | $852 | 0.00% | +34 | New |
| Nalls Sherbakoff Group, LLC | 34 | $853 | 0.00% | +34 | New |
| Brown Brothers Harriman & Co | 34 | $869 | 0.00% | −98−74.2% | Reduced |
| Pflug Koory, LLC | 35 | $895 | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 35 | $895 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 36 | $920 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 39 | $997 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 39 | $997 | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 56 | $1.00K | 0.00% | +2+3.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 40 | $1.02K | 0.00% | +14+53.8% | Added |
| Bell Investment Advisors, Inc | 42 | $1.06K | 0.00% | +21+100.0% | Added |
| TD Waterhouse Canada Inc. | 45 | $1.14K | 0.00% | −5−10.0% | Reduced |
| Concord Wealth Partners | 45 | $1.15K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 51 | $1.30K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 53 | $1.35K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 54 | $1.38K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 56 | $1.43K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 56 | $1.43K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 62 | $1.58K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 63 | $1.61K | 0.00% | +16+34.0% | Added |
| Baldwin Brothers Inc | 68 | $1.74K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 68 | $1.74K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 68 | $1.74K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 72 | $1.84K | 0.00% | +72 | New |
| Versant Capital Management, Inc | 75 | $1.90K | 0.00% | +41+120.6% | Added |
| Level Financial Advisors, Inc. | 78 | $1.99K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 86 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 85 | $2.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 85 | $2.00K | 0.00% | +85 | New |
| AdvisorNet Financial, Inc | 83 | $2.12K | 0.00% | +18+27.7% | Added |
| Raffa Wealth Management, LLC | 85 | $2.17K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 85 | $2.17K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 85 | $2.17K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 88 | $2.25K | 0.00% | +88 | New |
| Focused Wealth Management, Inc | 93 | $2.38K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 95 | $2.43K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 100 | $2.56K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 104 | $2.66K | 0.00% | +104 | New |
| Schubert & Co | 107 | $2.73K | 0.00% | −48−31.0% | Reduced |
| Fairfield Financial Advisors, LTD | 111 | $2.77K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 129 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 124 | $3.17K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 130 | $3.32K | 0.00% | +72+124.1% | Added |
| Venturi Wealth Management, LLC | 131 | $3.35K | 0.00% | +131 | New |
| Clearstead Advisors, LLC | 138 | $3.53K | 0.00% | −63−31.3% | Reduced |
| MV Capital Management, Inc. | 149 | $3.81K | 0.00% | +149 | New |