| Householder Group Estate & Retirement Specialist, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 42 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 5 | $0 | 0.00% | +5 | New |
| Vima LLC | 1 | $9 | 0.00% | +1 | New |
| Beacon Capital Management, LLC | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $23 | 0.00% | −4−80.0% | Reduced |
| Glen Eagle Advisors, LLC | 1 | $23 | 0.00% | +1 | New |
| St Germain D J Co Inc | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2 | $46 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3 | $69 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4 | $91 | 0.00% | −10−71.4% | Reduced |
| EdgeRock Capital LLC | 5 | $108 | 0.00% | +5 | New |
| Indiana Trust & Investment Management CO | 5 | $114 | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 5 | $114 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 5 | $115 | 0.00% | +5 | New |
| Bourgeon Capital Management LLC | 6 | $145 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 7 | $160 | 0.00% | −8−53.3% | Reduced |
| Albion Financial Group | 7 | $161 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $182 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8 | $183 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $183 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 8 | $183 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8 | $183 | 0.00% | +8 | New |
| Rockbridge Investment Management, LCC | 8 | $183 | 0.00% | +8 | New |
| BBJS Financial Advisors, LLC | 8 | $186 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 9 | $206 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 9 | $206 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 9 | $206 | 0.00% | +9 | New |
| Rakuten Securities, Inc. | 10 | $229 | 0.00% | +10 | New |
| Clear Point Advisors Inc. | 10 | $229 | 0.00% | +10 | New |
| Transcendent Capital Group LLC | 11 | $252 | 0.00% | +11 | New |
| Northwest Financial Advisors | 12 | $274 | 0.00% | +12 | New |
| Retirement Group, LLC | 13 | $297 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 14 | $320 | 0.00% | +14 | New |
| Clear Investment Research, LLC | 14 | $335 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 15 | $336 | 0.00% | +15 | New |
| PEAK6 Investments LLC | 15 | $343 | 0.00% | −41,663−100.0% | Reduced |
| Abound Wealth Management | 15 | $344 | 0.00% | +15 | New |
| Cherry Tree Wealth Management, LLC | 16 | $366 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 16 | $366 | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 17 | $389 | 0.00% | +17 | New |
| Dunhill Financial, LLC | 17 | $390 | 0.00% | +17 | New |
| Prestige Wealth Management Group LLC | 20 | $468 | 0.00% | −150−88.2% | Reduced |
| SRS Capital Advisors, Inc. | 21 | $481 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 21 | $486 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 22 | $503 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 23 | $526 | 0.00% | +23 | New |
| Fortis Group Advisors, LLC | 24 | $550 | 0.00% | +12+100.0% | Added |
| Hexagon Capital Partners LLC | 26 | $595 | 0.00% | −87−77.0% | Reduced |
| Larson Financial Group LLC | 27 | $617 | 0.00% | −100−78.7% | Reduced |
| Raffa Wealth Management, LLC | 27 | $617 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 27 | $618 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 30 | $686 | 0.00% | +4+15.4% | Added |
| TD Waterhouse Canada Inc. | 35 | $780 | 0.00% | −10−22.2% | Reduced |
| Pflug Koory, LLC | 35 | $800 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 39 | $892 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 39 | $892 | 0.00% | +39 | New |
| Gradient Investments LLC | 40 | $915 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 42 | $961 | 0.00% | +42 | New |
| Financial Management Professionals, Inc. | 56 | $1.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $1.00K | 0.00% | +17+170.0% | Added |
| Jones Financial Companies LLLP | 45 | $1.03K | 0.00% | +45 | New |
| Salomon & Ludwin, LLC | 53 | $1.10K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 51 | $1.17K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 53 | $1.21K | 0.00% | −12−18.5% | Reduced |
| New England Capital Financial Advisors LLC | 53 | $1.21K | 0.00% | −6−10.2% | Reduced |
| Institutional & Family Asset Management, LLC | 53 | $1.22K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 54 | $1.24K | 0.00% | −1,902−97.2% | Reduced |
| Global Wealth Strategies & Associates | 56 | $1.28K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 62 | $1.42K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 68 | $1.55K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 68 | $1.55K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 68 | $1.56K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 68 | $1.56K | 0.00% | +68 | New |
| Sound Income Strategies, LLC | 70 | $1.60K | 0.00% | 00.0% | Unchanged |
| Motco | 80 | $1.83K | 0.00% | +12+17.6% | Added |
| Tidemark, LLC | 81 | $1.85K | 0.00% | +81 | New |
| Harbor Investment Advisory, LLC | 83 | $1.90K | 0.00% | −139−62.6% | Reduced |
| Cranbrook Wealth Management, LLC | 85 | $1.94K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 85 | $1.94K | 0.00% | +76+844.4% | Added |
| Ronald Blue Trust, Inc. | 60 | $2.00K | 0.00% | −194−76.4% | Reduced |
| Hantz Financial Services, Inc. | 86 | $2.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 85 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 85 | $2.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 90 | $2.00K | 0.00% | −10−10.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 88 | $2.01K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 93 | $2.13K | 0.00% | −10,000−99.1% | Reduced |
| Spire Wealth Management | 107 | $2.46K | 0.00% | −692−86.6% | Reduced |
| Toronto Dominion Bank | 109 | $2.49K | 0.00% | −70,495−99.8% | Reduced |
| Bruce G. Allen Investments, LLC | 125 | $2.86K | 0.00% | +125 | New |
| Venturi Wealth Management, LLC | 129 | $2.95K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 133 | $3.04K | 0.00% | +97+269.4% | Added |
| Sachetta, LLC | 133 | $3.04K | 0.00% | +133 | New |
| Clearstead Advisors, LLC | 134 | $3.06K | 0.00% | +25+22.9% | Added |
| Security National Bank | 134 | $3.06K | 0.00% | +134 | New |