| Avion Wealth | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $63 | 0.00% | +1 | New |
| Kennebec Savings Bank | 2 | $124 | 0.00% | +2 | New |
| West Branch Capital LLC | 2 | $125 | 0.00% | +2 | New |
| Clear Investment Research, LLC | 3 | $241 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4 | $248 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $310 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 6 | $373 | 0.00% | −1−14.3% | Reduced |
| Fairman Group, LLC | 7 | $434 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7 | $434 | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 9 | $559 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 10 | $621 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 12 | $733 | 0.00% | +12 | New |
| 1620 Investment Advisors, Inc. | 12 | $741 | 0.00% | +12 | New |
| CVA Family Office, LLC | 15 | $931 | 0.00% | −230−93.9% | Reduced |
| Financial Management Professionals, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 17 | $1.06K | 0.00% | +17 | New |
| Glen Eagle Advisors, LLC | 18 | $1.14K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 22 | $1.36K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $1.43K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $1.55K | 0.00% | +15+150.0% | Added |
| Key Financial Inc | 30 | $1.86K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 40 | $2.48K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 42 | $2.61K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 42 | $2.67K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 46 | $2.85K | 0.00% | +46 | New |
| Zions Bancorporation, N.A. | 47 | $2.92K | 0.00% | −149−76.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 47 | $2.92K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 50 | $3.10K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $3.10K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 58 | $3.60K | 0.00% | +58 | New |
| Horizon Investments, LLC | 61 | $3.79K | 0.00% | +18+41.9% | Added |
| Semmax Financial Advisors Inc. | 64 | $3.90K | 0.00% | +1+1.6% | Added |
| DiNuzzo Private Wealth, Inc. | 63 | $3.91K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 65 | $4.03K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 65 | $4.03K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 75 | $4.66K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 78 | $4.81K | 0.02% | +78 | New |
| Bogart Wealth, LLC | 79 | $4.90K | 0.00% | +79 | New |
| Groupama Asset Managment | 100 | $4.98K | 0.00% | +100 | New |
| Ashton Thomas Securities, LLC | 81 | $5.03K | 0.00% | +81 | New |
| Farmers & Merchants Investments Inc | 90 | $5.58K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 90 | $5.58K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 92 | $5.71K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 94 | $5.73K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 100 | $6.00K | 0.00% | +100 | New |
| Cornerstone Planning Group LLC | 101 | $6.07K | 0.00% | −18−15.1% | Reduced |
| Private Wealth Management Group, LLC | 106 | $6.58K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 110 | $6.82K | 0.00% | +1+0.9% | Added |
| Gilliland Jeter Wealth Management LLC | 111 | $6.89K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 117 | $7.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 142 | $8.00K | 0.00% | +1+0.7% | Added |
| Headlands Technologies LLC | 131 | $8.13K | 0.00% | +131 | New |
| REAP Financial Group, LLC | 132 | $8.21K | 0.00% | −11−7.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 134 | $8.30K | 0.00% | +134 | New |
| Bell Investment Advisors, Inc | 134 | $8.32K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 138 | $8.56K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 143 | $8.88K | 0.00% | +143 | New |
| Sachetta, LLC | 144 | $8.94K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 156 | $9.68K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 165 | $10.2K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 170 | $10.6K | 0.00% | +170 | New |
| Bruce G. Allen Investments, LLC | 176 | $10.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 174 | $11.0K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 200 | $12.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 206 | $12.8K | 0.00% | +206 | New |
| Fortitude Family Office, LLC | 209 | $13.0K | 0.01% | +112+115.5% | Added |
| Beaird Harris Wealth Management, LLC | 211 | $13.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 222 | $13.8K | 0.00% | +136+158.1% | Added |
| Motco | 233 | $14.5K | 0.00% | +233 | New |
| Whittier Trust Co of Nevada Inc | 242 | $15.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 242 | $15.0K | 0.00% | +242 | New |
| Princeton Global Asset Management LLC | 260 | $16.1K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 263 | $16.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 264 | $16.4K | 0.00% | +105+66.0% | Added |
| Legacy Investment Solutions, LLC | 271 | $16.5K | 0.01% | +271 | New |
| Legacy Wealth Managment, LLC | 271 | $16.5K | 0.01% | +271 | New |
| Signaturefd, LLC | 266 | $16.5K | 0.00% | +1+0.4% | Added |
| Hemington Wealth Management | 297 | $17.0K | 0.00% | +297 | New |
| Northwest Bank & Trust Co | 278 | $17.3K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 331 | $20.0K | 0.00% | +301+1,003.3% | Added |
| Hazlett, Burt & Watson, Inc. | 336 | $21.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 346 | $21.5K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 353 | $21.9K | 0.00% | +325+1,160.7% | Added |
| Salem Investment Counselors Inc | 355 | $22.0K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 356 | $22.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 356 | $22.1K | 0.00% | +65+22.3% | Added |
| Hexagon Capital Partners LLC | 385 | $23.9K | 0.00% | −19−4.7% | Reduced |
| Riverview Trust Co | 394 | $24.5K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 400 | $24.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 413 | $25.6K | 0.00% | +310+301.0% | Added |
| Private Trust Co NA | 430 | $26.7K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 444 | $27.6K | 0.00% | −292−39.7% | Reduced |
| Harbour Investments, Inc. | 449 | $27.9K | 0.00% | +71+18.8% | Added |
| Signature Resources Capital Management, LLC | 464 | $28.8K | 0.03% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 511 | $31.7K | 0.01% | +511 | New |
| Skopos Labs, Inc. | 559 | $34.7K | 0.01% | +559 | New |
| Deseret Mutual Benefit Administrators | 589 | $36.6K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 600 | $37.2K | 0.02% | +600 | New |
| GeoWealth Management, LLC | 626 | $38.8K | 0.00% | −41−6.1% | Reduced |