| Avion Wealth | 14 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 32 | $0 | 0.00% | +32 | New |
| Johnson & White Wealth Management, LLC | 100,000 | $0 | 0.00% | +100,000 | New |
| Bogart Wealth, LLC | 0 | $23 | 0.00% | 0 | New |
| JJJ Advisors Inc. | 2 | $183 | 0.00% | +2 | New |
| True Wealth Design, LLC | 4 | $326 | 0.00% | +4 | New |
| Ten Capital Wealth Advisors, LLC | 5 | $407 | 0.00% | −338−98.5% | Reduced |
| Lee Financial Co | 5 | $407 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $814 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 11 | $896 | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 10 | $1.00K | 0.00% | −1−9.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 10 | $1.00K | 0.00% | −9−47.4% | Reduced |
| Harvest Fund Management Co., Ltd | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 14 | $1.00K | 0.00% | +14 | New |
| Grove Bank & Trust | 10 | $1.00K | 0.00% | +10 | New |
| Level Financial Advisors, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Concord Wealth Partners | 13 | $1.06K | 0.00% | +13 | New |
| McElhenny Sheffield Capital Management, LLC | 18 | $1.47K | 0.00% | +18 | New |
| Pinnacle Financial Partners Inc | 19 | $1.55K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $1.71K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 21 | $1.71K | 0.00% | −3−12.5% | Reduced |
| Truvestments Capital LLC | 23 | $1.87K | 0.00% | +23 | New |
| Trifecta Capital Advisors, LLC | 23 | $1.87K | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 24 | $1.96K | 0.00% | +4+20.0% | Added |
| CVA Family Office, LLC | 25 | $2.04K | 0.00% | +25 | New |
| Prestige Wealth Management Group LLC | 26 | $2.14K | 0.00% | +11+73.3% | Added |
| Accel Wealth Management | 27 | $2.20K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 27 | $2.20K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 28 | $2.28K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 28 | $2.28K | 0.00% | +28 | New |
| Centennial Bank | 29 | $2.36K | 0.00% | +29 | New |
| Crewe Advisors LLC | 30 | $2.44K | 0.00% | −9−23.1% | Reduced |
| Disciplined Investments, LLC | 31 | $2.52K | 0.00% | −12−27.9% | Reduced |
| Versant Capital Management, Inc | 31 | $2.52K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 31 | $2.52K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 32 | $2.61K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 40 | $2.84K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 36 | $2.93K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 40 | $3.26K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 41 | $3.34K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 41 | $3.34K | 0.00% | +38+1,266.7% | Added |
| Edge Capital Group, LLC | 42 | $3.42K | 0.00% | +42 | New |
| Raffa Wealth Management, LLC | 44 | $3.58K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 46 | $3.75K | 0.00% | +16+53.3% | Added |
| Riggs Asset Managment Co. Inc. | 47 | $3.83K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 47 | $3.83K | 0.00% | +41+683.3% | Added |
| Creative Financial Designs Inc | 49 | $3.99K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 50 | $4.07K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $4.09K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 52 | $4.23K | 0.00% | +52 | New |
| Sutton Wealth Advisors Inc. | 52 | $4.24K | 0.00% | −10−16.1% | Reduced |
| Delta Asset Management LLC | 60 | $4.89K | 0.00% | +60 | New |
| SRS Capital Advisors, Inc. | 62 | $5.05K | 0.00% | +53+588.9% | Added |
| BerganKDV Wealth Management, LLC | 67 | $5.47K | 0.00% | −3−4.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 69 | $5.59K | 0.00% | −667−90.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 73 | $5.99K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 87 | $7.08K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 88 | $7.17K | 0.01% | +88 | New |
| Gables Capital Management Inc. | 89 | $7.25K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $8.14K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 105 | $8.55K | 0.00% | −865−89.2% | Reduced |
| Cambridge Trust Co | 106 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 110 | $9.00K | 0.00% | +110 | New |
| Rosenberg Matthew Hamilton | 118 | $9.61K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 130 | $10.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 131 | $10.7K | 0.00% | +3+2.3% | Added |
| Beaird Harris Wealth Management, LLC | 132 | $10.8K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 133 | $10.8K | 0.00% | +106+392.6% | Added |
| West Oak Capital, LLC | 135 | $11.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 129 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 145 | $11.8K | 0.00% | +1+0.7% | Added |
| Semmax Financial Advisors Inc. | 136 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 150 | $12.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 156 | $12.7K | 0.00% | +74+90.2% | Added |
| Covestor Ltd | 155 | $13.0K | 0.01% | −901−85.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 160 | $13.0K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 180 | $14.7K | 0.01% | +180 | New |
| Payden & Rygel | 190 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 194 | $15.8K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 200 | $16.3K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $16.3K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $16.3K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 200 | $16.3K | 0.01% | +200 | New |
| Okabena Investment Services Inc | 207 | $16.9K | 0.01% | +207 | New |
| Front Row Advisors LLC | 203 | $17.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 210 | $17.1K | 0.00% | −130−38.2% | Reduced |
| TD Private Client Wealth LLC | 217 | $17.7K | 0.00% | +89+69.5% | Added |
| Brown Brothers Harriman & Co | 222 | $18.1K | 0.00% | −1,199−84.4% | Reduced |
| Larson Financial Group LLC | 230 | $18.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 228 | $19.0K | 0.00% | −54−19.1% | Reduced |
| Johnson Financial Group, Inc. | 237 | $19.4K | 0.00% | −121−33.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 239 | $19.5K | 0.00% | +239 | New |
| Ulland Investment Advisors, LLC | 250 | $20.0K | 0.02% | 00.0% | Unchanged |