| PrairieView Partners, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 8 | $0 | 0.00% | +8 | New |
| GHP Investment Advisors, Inc. | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2 | $58 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $58 | 0.00% | −23−92.0% | Reduced |
| Institutional & Family Asset Management, LLC | 3 | $87 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $146 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6 | $175 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $175 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 8 | $233 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 9 | $262 | 0.00% | −3−25.0% | Reduced |
| Belpointe Asset Management LLC | 9 | $262 | 0.00% | +9 | New |
| Raleigh Capital Management Inc. | 9 | $266 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $291 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 10 | $291 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 10 | $291 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 10 | $291 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 11 | $321 | 0.00% | +11 | New |
| Harbour Investments, Inc. | 14 | $408 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 14 | $408 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 15 | $437 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $461 | 0.00% | +14 | New |
| McIlrath & Eck, LLC | 16 | $466 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 20 | $583 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 24 | $688 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 27 | $787 | 0.00% | +19+237.5% | Added |
| Glass Jacobson Investment Advisors llc | 27 | $787 | 0.00% | +27 | New |
| RFP Financial Group LLC | 28 | $816 | 0.00% | +28 | New |
| Bogart Wealth, LLC | 30 | $874 | 0.00% | +30 | New |
| My Personal CFO, LLC | 30 | $874 | 0.00% | +30 | New |
| Laurel Wealth Advisors LLC | 30 | $875 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 32 | $932 | 0.00% | +32 | New |
| Northwestern Mutual Wealth Management Co | 33 | $962 | 0.00% | +28+560.0% | Added |
| Cambridge Trust Co | 50 | $1.00K | 0.00% | −150−75.0% | Reduced |
| RE Dickinson Investment Advisors, LLC | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 35 | $1.02K | 0.00% | −12−25.5% | Reduced |
| Concord Wealth Partners | 35 | $1.02K | 0.00% | +35 | New |
| Dark Forest Capital Management LP | 41 | $1.20K | 0.00% | −2,775−98.5% | Reduced |
| AdvisorNet Financial, Inc | 43 | $1.25K | 0.00% | +1+2.4% | Added |
| Truvestments Capital LLC | 44 | $1.28K | 0.00% | −493−91.8% | Reduced |
| Tradewinds Capital Management, LLC | 45 | $1.31K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 45 | $1.31K | 0.00% | +45 | New |
| Heritage Wealth Management, LLC | 48 | $1.40K | 0.00% | +24+100.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $1.46K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 55 | $1.60K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 65 | $1.89K | 0.00% | −5−7.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 66 | $1.92K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 68 | $1.98K | 0.00% | +68 | New |
| TSFG, LLC | 65 | $2.00K | 0.00% | −69−51.5% | Reduced |
| Hantz Financial Services, Inc. | 79 | $2.00K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 72 | $2.10K | 0.00% | +72 | New |
| Lindbrook Capital, LLC | 75 | $2.19K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 79 | $2.30K | 0.00% | −180−69.5% | Reduced |
| Sandy Spring Bank | 79 | $2.30K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 84 | $2.45K | 0.00% | −5−5.6% | Reduced |
| Global Retirement Partners, LLC | 93 | $2.71K | 0.00% | 00.0% | Unchanged |
| Madden Securities Corp | 100 | $2.91K | 0.00% | +100 | New |
| Benjamin F. Edwards & Company, Inc. | 103 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 110 | $3.21K | 0.00% | −44−28.6% | Reduced |
| WFA Asset Management Corp | 125 | $3.64K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 125 | $3.64K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 125 | $3.64K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 128 | $3.73K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 128 | $3.73K | 0.00% | +128 | New |
| Tanglewood Legacy Advisors, LLC | 130 | $3.79K | 0.00% | +130 | New |
| Bartlett & Co. LLC | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 148 | $4.31K | 0.00% | −3,341−95.8% | Reduced |
| Evermay Wealth Management LLC | 150 | $4.37K | 0.00% | +150 | New |
| Cullen/Frost Bankers, Inc. | 160 | $4.66K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 160 | $4.66K | 0.00% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 160 | $4.66K | 0.01% | +160 | New |
| GWM Advisors LLC | 186 | $4.69K | 0.00% | +186 | New |
| IFP Advisors, Inc | 25 | $5.00K | 0.00% | −400−94.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 187 | $5.47K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 200 | $5.83K | 0.00% | −1,164−85.3% | Reduced |
| Column Capital Advisors, LLC | 224 | $6.53K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 253 | $7.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 242 | $7.05K | 0.00% | −167−40.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 250 | $7.29K | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 250 | $7.29K | 0.01% | +250 | New |
| ICA Group Wealth Management, LLC | 260 | $7.58K | 0.00% | +260 | New |
| Adirondack Trust Co | 270 | $7.87K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 292 | $8.51K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 358 | $10.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 373 | $10.9K | 0.00% | +45+13.7% | Added |
| Montag A & Associates Inc | 429 | $12.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 482 | $14.0K | 0.00% | −365−43.1% | Reduced |
| Advisors Asset Management, Inc. | 567 | $16.5K | 0.00% | −266−31.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 675 | $20.0K | 0.00% | −326−32.6% | Reduced |
| Geneos Wealth Management Inc. | 772 | $22.5K | 0.00% | −700−47.6% | Reduced |
| CWM, LLC | 871 | $25.0K | 0.00% | +167+23.7% | Added |
| Albion Financial Group | 1,000 | $29.1K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,095 | $31.9K | 0.00% | +1,095 | New |
| Quarry LP | 1,209 | $35.2K | 0.04% | +1,209 | New |
| Newbridge Financial Services Group, Inc. | 1,680 | $49.0K | 0.03% | −446−21.0% | Reduced |
| Schroder Investment Management Group | 1,686 | $49.1K | 0.00% | +1,686 | New |