| Wood Tarver Financial Group, LLC | 63 | $0 | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | +11 | New |
| Coston, McIsaac & Partners | 42 | $0 | 0.00% | +42 | New |
| North Capital, Inc. | 1 | $15 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 3 | $45 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 3 | $46 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 3 | $46 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 4 | $61 | 0.00% | −4−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 4 | $62 | 0.00% | −1−20.0% | Reduced |
| Tradewinds Capital Management, LLC | 4 | $62 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 5 | $80 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6 | $92 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 7 | $107 | 0.00% | −1,534−99.5% | Reduced |
| Fairman Group, LLC | 7 | $107 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 7 | $108 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 7 | $108 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $119 | 0.00% | −13−65.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8 | $122 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $122 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $122 | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 8 | $122 | 0.00% | +8 | New |
| Abound Wealth Management | 8 | $123 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9 | $138 | 0.00% | −7−43.8% | Reduced |
| Hollencrest Capital Management | 9 | $138 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 9 | $138 | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 10 | $153 | 0.00% | +10 | New |
| Ronald Blue Trust, Inc. | 11 | $168 | 0.00% | −158−93.5% | Reduced |
| MV Capital Management, Inc. | 11 | $169 | 0.00% | +10+1,000.0% | Added |
| ROSS\JOHNSON & Associates LLC | 12 | $183 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 12 | $184 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 12 | $184 | 0.00% | +12 | New |
| Smallwood Wealth Investment Management, LLC | 13 | $198 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 13 | $199 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 13 | $199 | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 13 | $199 | 0.00% | +3+30.0% | Added |
| Strengthening Families & Communities, LLC | 14 | $214 | 0.00% | +14 | New |
| Clear Investment Research, LLC | 14 | $224 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $229 | 0.00% | +5+50.0% | Added |
| WealthTrak Capital Management LLC | 15 | $230 | 0.00% | +15 | New |
| Catherine Avery Investment Management LLC | 16 | $245 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 16 | $245 | 0.00% | +16 | New |
| North Ridge Wealth Advisors, Inc. | 17 | $260 | 0.00% | −49−74.2% | Reduced |
| Vermillion Wealth Management, Inc. | 17 | $260 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 18 | $275 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 21 | $276 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 20 | $306 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $306 | 0.00% | +1+5.3% | Added |
| HFM Investment Advisors, LLC | 21 | $321 | 0.00% | +15+250.0% | Added |
| Atlantic Trust, LLC | 22 | $337 | 0.00% | +22 | New |
| Kings Path Partners LLC | 26 | $398 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 27 | $413 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 29 | $444 | 0.00% | −17−37.0% | Reduced |
| Grove Bank & Trust | 31 | $474 | 0.00% | −35−53.0% | Reduced |
| ORG Partners LLC | 30 | $476 | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 25 | $478 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 32 | $489 | 0.00% | −144−81.8% | Reduced |
| SJS Investment Consulting Inc. | 32 | $490 | 0.00% | +11+52.4% | Added |
| Westside Investment Management, Inc. | 34 | $520 | 0.00% | −34−50.0% | Reduced |
| Brown Brothers Harriman & Co | 34 | $520 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 34 | $520 | 0.00% | +16+88.9% | Added |
| Rossby Financial, LCC | 35 | $535 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 36 | $550 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 37 | $569 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 39 | $596 | 0.00% | −5−11.4% | Reduced |
| TD Private Client Wealth LLC | 46 | $703 | 0.00% | −354−88.5% | Reduced |
| Sachetta, LLC | 46 | $704 | 0.00% | −139−75.1% | Reduced |
| CVA Family Office, LLC | 48 | $734 | 0.00% | +48 | New |
| Cromwell Holdings LLC | 50 | $765 | 0.00% | −412−89.2% | Reduced |
| Whipplewood Advisors, LLC | 50 | $765 | 0.00% | +37+284.6% | Added |
| Harbour Investments, Inc. | 50 | $765 | 0.00% | +9+22.0% | Added |
| Kelly Lawrence W & Associates Inc | 51 | $780 | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 52 | $795 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 53 | $810 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 53 | $811 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 54 | $826 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 53 | $846 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 56 | $857 | 0.00% | +9+19.1% | Added |
| Financial Management Professionals, Inc. | 56 | $858 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 54 | $859 | 0.00% | +34+170.0% | Added |
| Ogorek Anthony Joseph | 100 | $1.00K | 0.00% | −59−37.1% | Reduced |
| CKW Financial Group | 68 | $1.00K | 0.00% | −5−6.8% | Reduced |
| Close Asset Management Ltd | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 68 | $1.04K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 73 | $1.12K | 0.00% | −2−2.7% | Reduced |
| WPG Advisers, LLC | 78 | $1.19K | 0.00% | −3−3.7% | Reduced |
| Financial Freedom, LLC | 81 | $1.24K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 83 | $1.27K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 84 | $1.28K | 0.00% | +84 | New |
| Cranbrook Wealth Management, LLC | 85 | $1.30K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 84 | $1.34K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 104 | $1.38K | 0.00% | +104 | New |
| Northwestern Mutual Wealth Management Co | 92 | $1.41K | 0.00% | +50+119.0% | Added |
| Assetmark, Inc | 96 | $1.47K | 0.00% | +6+6.7% | Added |
| Costello Asset Management, INC | 100 | $1.53K | 0.00% | −100−50.0% | Reduced |
| Spire Wealth Management | 107 | $1.64K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 120 | $1.83K | 0.00% | −548−82.0% | Reduced |