| Avion Wealth | 27 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 42 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 19 | $0 | 0.00% | +16+533.3% | Added |
| Assetmark, Inc | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2 | $38 | 0.00% | −560−99.6% | Reduced |
| St Germain D J Co Inc | 2 | $38 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2 | $38 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3 | $57 | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 4 | $76 | 0.00% | +4 | New |
| Twin Lakes Capital Management, LLC | 5 | $95 | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 5 | $95 | 0.00% | +5 | New |
| Ruedi Wealth Management, Inc. | 5 | $95 | 0.00% | +5 | New |
| Voisard Asset Management Group, Inc. | 5 | $96 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 7 | $134 | 0.00% | −7−50.0% | Reduced |
| Albion Financial Group | 7 | $134 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 7 | $134 | 0.00% | +1+16.7% | Added |
| Kozak & Associates, Inc. | 8 | $146 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $152 | 0.00% | −24−75.0% | Reduced |
| North Star Investment Management Corp. | 8 | $153 | 0.00% | −18−69.2% | Reduced |
| Evermay Wealth Management LLC | 8 | $153 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $153 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 8 | $153 | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 8 | $153 | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 8 | $155 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 9 | $172 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 9 | $180 | 0.00% | −12−57.1% | Reduced |
| Rakuten Securities, Inc. | 10 | $191 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 10 | $191 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $191 | 0.00% | +7+233.3% | Added |
| Transcendent Capital Group LLC | 11 | $210 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 12 | $229 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 13 | $248 | 0.00% | +13 | New |
| Gradient Investments LLC | 14 | $267 | 0.00% | −3−17.6% | Reduced |
| Clear Investment Research, LLC | 14 | $279 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16 | $305 | 0.00% | −29−64.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 16 | $306 | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 17 | $317 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 18 | $344 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 21 | $392 | 0.00% | +1+5.0% | Added |
| Gilliland Jeter Wealth Management LLC | 22 | $420 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 25 | $466 | 0.00% | +25 | New |
| Ridgewood Investments LLC | 25 | $477 | 0.00% | +25 | New |
| WFA Asset Management Corp | 25 | $478 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 26 | $496 | 0.00% | +26 | New |
| Raffa Wealth Management, LLC | 27 | $515 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 27 | $516 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 28 | $535 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 32 | $611 | 0.00% | +32 | New |
| GoalVest Advisory LLC | 36 | $687 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 37 | $710 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 39 | $745 | 0.00% | −8−17.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 44 | $840 | 0.00% | +9+25.7% | Added |
| CoreCap Advisors, LLC | 46 | $878 | 0.00% | +12+35.3% | Added |
| Prestige Wealth Management Group LLC | 46 | $879 | 0.00% | +41+820.0% | Added |
| Wetzel Investment Advisors, Inc. | 42 | $891 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 48 | $917 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 50 | $955 | 0.00% | +50 | New |
| Kelly Lawrence W & Associates Inc | 51 | $974 | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 52 | $993 | 0.00% | +52 | New |
| Hantz Financial Services, Inc. | 75 | $1.00K | 0.00% | −11−12.8% | Reduced |
| Financial Management Professionals, Inc. | 56 | $1.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 68 | $1.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 71 | $1.00K | 0.00% | +71 | New |
| New England Capital Financial Advisors LLC | 53 | $1.01K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 53 | $1.01K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 53 | $1.02K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 54 | $1.03K | 0.00% | −2−3.6% | Reduced |
| Credit Agricole S A | 54 | $1.03K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 62 | $1.18K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 63 | $1.20K | 0.00% | +63 | New |
| Baldwin Brothers Inc | 68 | $1.30K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 68 | $1.30K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 70 | $1.34K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 70 | $1.34K | 0.00% | +70 | New |
| Asset Dedication, LLC | 73 | $1.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 78 | $1.49K | 0.00% | −87−52.7% | Reduced |
| Harbor Investment Advisory, LLC | 83 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 85 | $1.62K | 0.00% | −34−28.6% | Reduced |
| Cranbrook Wealth Management, LLC | 85 | $1.62K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 88 | $1.68K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 100 | $1.91K | 0.00% | −29−22.5% | Reduced |
| Close Asset Management Ltd | 85 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 85 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 105 | $2.00K | 0.00% | −152−59.1% | Reduced |
| Spire Wealth Management | 107 | $2.04K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 109 | $2.08K | 0.00% | −745,400−100.0% | Reduced |
| Bell Investment Advisors, Inc | 110 | $2.09K | 0.00% | −55−33.3% | Reduced |
| ORG Partners LLC | 114 | $2.12K | 0.00% | +97+570.6% | Added |
| Security National Bank | 134 | $2.56K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 135 | $2.58K | 0.00% | +135 | New |
| Principal Securities, Inc. | 136 | $2.60K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 142 | $2.71K | 0.00% | −107−43.0% | Reduced |
| Bullock Wealth Management Group | 150 | $2.79K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 154 | $2.94K | 0.00% | +45+41.3% | Added |
| AlphaMark Advisors, LLC | 183 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 160 | $3.05K | 0.00% | +160 | New |
| Ritter Daniher Financial Advisory LLC | 162 | $3.09K | 0.00% | 00.0% | Unchanged |