| Evolution Advisers, Inc. | 21 | $0 | 0.00% | +21 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| PlanVest Financial, Inc | 0 | $2 | 0.00% | −44−100.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $12 | 0.00% | −14−93.3% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $12 | 0.00% | +1 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $12 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $14 | 0.00% | −10−90.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2 | $23 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $23 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 2 | $23 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $33 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $35 | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 5 | $58 | 0.00% | −5−50.0% | Reduced |
| Smartleaf Asset Management LLC | 5 | $58 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $58 | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $69 | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 7 | $81 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 7 | $81 | 0.00% | +7 | New |
| Anchor Investment Management, LLC | 7 | $83 | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 9 | $101 | 0.00% | +9 | New |
| Federation des caisses Desjardins du Quebec | 9 | $104 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 10 | $115 | 0.00% | −8−44.4% | Reduced |
| Tompkins Financial Corp | 17 | $196 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 19 | $219 | 0.00% | −1,188−98.4% | Reduced |
| Creative Capital Management Investments LLC | 20 | $230 | 0.00% | +20 | New |
| Hara Capital LLC | 20 | $232 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 20 | $232 | 0.00% | +20 | New |
| Fortitude Family Office, LLC | 21 | $242 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 24 | $276 | 0.00% | −84−77.8% | Reduced |
| Ankerstar Wealth, LLC | 24 | $278 | 0.00% | −6−20.0% | Reduced |
| Rossby Financial, LCC | 26 | $299 | 0.00% | −161−86.1% | Reduced |
| SHP Wealth Management | 27 | $311 | 0.00% | +27 | New |
| GHP Investment Advisors, Inc. | 30 | $345 | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 31 | $357 | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 42 | $430 | 0.00% | +42 | New |
| Plante Moran Financial Advisors, LLC | 40 | $460 | 0.00% | +40 | New |
| JFS Wealth Advisors, LLC | 40 | $464 | 0.00% | +17+73.9% | Added |
| Creative Financial Designs Inc | 41 | $472 | 0.00% | −20−32.8% | Reduced |
| Bogart Wealth, LLC | 44 | $506 | 0.00% | +44 | New |
| Cornerstone Financial Management LLC | 45 | $518 | 0.00% | +45 | New |
| C M Bidwell & Associates Ltd | 47 | $540 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 47 | $541 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 51 | $589 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 55 | $633 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 58 | $672 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 59 | $684 | 0.00% | −7−10.6% | Reduced |
| Stone House Investment Management, LLC | 64 | $736 | 0.00% | +52+433.3% | Added |
| CoreCap Advisors, LLC | 65 | $742 | 0.00% | −211−76.4% | Reduced |
| SWAN Capital LLC | 66 | $763 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $805 | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 70 | $805 | 0.00% | +70 | New |
| Archer Investment Corp | 72 | $828 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 72 | $828 | 0.00% | +72 | New |
| JPL Wealth Management, LLC | 74 | $851 | 0.00% | −33−30.8% | Reduced |
| Capital Advisors, Ltd. LLC | 60 | $1.00K | 0.00% | −14−18.9% | Reduced |
| Institute for Wealth Management, LLC. | 90 | $1.03K | 0.00% | +90 | New |
| Valued Wealth Advisors LLC | 91 | $1.05K | 0.00% | +91 | New |
| CVA Family Office, LLC | 96 | $1.10K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $1.15K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 101 | $1.16K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 104 | $1.20K | 0.00% | +104 | New |
| Graney & King, LLC | 106 | $1.22K | 0.00% | 00.0% | Unchanged |
| City State Bank | 107 | $1.23K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 110 | $1.26K | 0.00% | −240−68.6% | Reduced |
| JNBA Financial Advisors | 120 | $1.38K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 127 | $1.46K | 0.00% | +127 | New |
| Steward Partners Investment Advisory, LLC | 133 | $1.53K | 0.00% | −43−24.4% | Reduced |
| Rakuten Securities, Inc. | 136 | $1.56K | 0.00% | −200−59.5% | Reduced |
| Kilter Group LLC | 141 | $1.62K | 0.00% | +23+19.5% | Added |
| Financial Consulate, Inc | 141 | $1.62K | 0.00% | +41+41.0% | Added |
| Activest Wealth Management | 161 | $1.85K | 0.00% | −426−72.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 135 | $2.00K | 0.00% | −45−25.0% | Reduced |
| Lodestone Wealth Management LLC | 174 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 183 | $2.00K | 0.00% | −1,281−87.5% | Reduced |
| Advocate Investing Services LLC | 195 | $2.24K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $2.30K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 202 | $2.32K | 0.00% | −170−45.7% | Reduced |
| International Assets Investment Management, LLC | 215 | $2.36K | 0.00% | −24−10.0% | Reduced |
| Harbour Investments, Inc. | 229 | $2.64K | 0.00% | −1−0.4% | Reduced |
| Fulcrum Asset Management LLP | 232 | $2.68K | 0.00% | +232 | New |
| Massmutual Trust Co FSB | 240 | $2.76K | 0.00% | −210−46.7% | Reduced |
| Umb Bank N A | 242 | $2.78K | 0.00% | −1,049−81.3% | Reduced |
| Ares Financial Consulting, LLC | 242 | $2.78K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 245 | $2.82K | 0.00% | −3,303−93.1% | Reduced |
| Larson Financial Group LLC | 245 | $2.82K | 0.00% | −638−72.3% | Reduced |
| North Star Investment Management Corp. | 261 | $3.00K | 0.00% | +1+0.4% | Added |
| Bare Financial Services, Inc | 264 | $3.04K | 0.00% | −174−39.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 264 | $3.04K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 315 | $3.44K | 0.00% | −40−11.3% | Reduced |
| Zions Bancorporation, National Association | 305 | $3.51K | 0.00% | +305 | New |
| High Note Wealth, LLC | 307 | $3.53K | 0.00% | +219+248.9% | Added |
| MV Capital Management, Inc. | 333 | $3.83K | 0.00% | −799−70.6% | Reduced |
| Core Capital Management & Research, inc. | 357 | $3.93K | 0.00% | +357 | New |
| Global Retirement Partners, LLC | 352 | $4.05K | 0.00% | +352 | New |
| Bokf, NA | 400 | $4.60K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 408 | $4.69K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 430 | $4.95K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 511 | $6.00K | 0.00% | +22+4.5% | Added |
| City Holding Co | 536 | $6.16K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 584 | $6.72K | 0.00% | −176−23.2% | Reduced |
