| Westside Investment Management, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 9 | $0 | 0.00% | +9 | New |
| First Command Advisory Services, Inc. | 1,380 | $0 | 0.00% | +1,380 | New |
| Steward Financial Group LLC | 22 | $0 | 0.00% | +22 | New |
| Aspire Private Capital, LLC | 7 | $246 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 8 | $281 | 0.00% | +8 | New |
| Delos Wealth Advisors, LLC | 17 | $597 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 19 | $668 | 0.00% | −400−95.5% | Reduced |
| Hoey Investments, Inc | 19 | $668 | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 21 | $738 | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 22 | $774 | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24 | $843 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $843 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $1.23K | 0.00% | −7−16.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 36 | $1.26K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 37 | $1.30K | 0.00% | +37 | New |
| Rise Advisors, LLC | 40 | $1.42K | 0.00% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 54 | $1.90K | 0.00% | +54 | New |
| TD Ameritrade Investment Management, LLC | 50 | $2.00K | 0.00% | −264−84.1% | Reduced |
| MinichMacGregor Wealth Management, LLC | 65 | $2.28K | 0.00% | +65 | New |
| Column Capital Advisors, LLC | 71 | $2.50K | 0.00% | +71 | New |
| Western Pacific Wealth Management, LP | 76 | $2.67K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 76 | $2.67K | 0.00% | −108−58.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 76 | $2.67K | 0.00% | +76 | New |
| TD Capital Management LLC | 80 | $2.81K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 80 | $2.81K | 0.00% | +80 | New |
| Oakworth Capital, Inc. | 80 | $2.81K | 0.00% | +80 | New |
| EWG Elevate Inc. | 80 | $2.81K | 0.00% | +80 | New |
| WFA of San Diego, LLC | 80 | $2.81K | 0.00% | +80 | New |
| Financial Management Professionals, Inc. | 84 | $3.00K | 0.00% | −10−10.6% | Reduced |
| Toronto Dominion Bank | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $3.02K | 0.00% | – | New |
| Tradewinds Capital Management, LLC | 97 | $3.41K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 98 | $3.43K | 0.00% | −160−62.0% | Reduced |
| Carolinas Wealth Consulting LLC | 100 | $3.51K | 0.00% | +100 | New |
| Bank of New Hampshire | 104 | $4.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 100 | $4.00K | 0.00% | +28+38.9% | Added |
| Coastal Capital Group, Inc. | 138 | $4.06K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 124 | $4.36K | 0.00% | −113−47.7% | Reduced |
| IMA Wealth, Inc. | 124 | $4.38K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 130 | $4.59K | 0.00% | +130 | New |
| M&R Capital Management Inc | 136 | $4.78K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 159 | $5.59K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 160 | $5.62K | 0.00% | −248−60.8% | Reduced |
| GoalVest Advisory LLC | 160 | $5.62K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 160 | $5.62K | 0.00% | +160 | New |
| Prestige Wealth Management Group LLC | 160 | $5.68K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 160 | $6.00K | 0.01% | −569−78.1% | Reduced |
| Harvest Fund Management Co., Ltd | 169 | $6.00K | 0.00% | −236−58.3% | Reduced |
| Front Row Advisors LLC | 160 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 160 | $6.00K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 160 | $6.00K | 0.00% | +160 | New |
| Stephens Consulting, LLC | 171 | $6.01K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 172 | $6.04K | 0.00% | +172 | New |
| Raffa Wealth Management, LLC | 175 | $6.15K | 0.00% | −147−45.7% | Reduced |
| Fiduciary Alliance LLC | 176 | $6.18K | 0.00% | +176 | New |
| Comerica Securities,inc. | 176 | $6.24K | 0.00% | +176 | New |
| Manchester Capital Management LLC | 181 | $6.36K | 0.00% | −451−71.4% | Reduced |
| Colonial Trust Co | 181 | $6.36K | 0.00% | +181 | New |
| Legend Financial Advisors, Inc. | 196 | $6.89K | 0.01% | 00.0% | Unchanged |
| Avondale Wealth Management | 198 | $6.96K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 199 | $6.99K | 0.00% | +69+53.1% | Added |
| Highlander Capital Management, LLC | 212 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 198 | $7.02K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $7.03K | 0.00% | −280−58.3% | Reduced |
| First Personal Financial Services | 200 | $7.03K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $7.03K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 220 | $7.73K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 232 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 252 | $8.00K | 0.00% | +248+6,200.0% | Added |
| American National Bank | 214 | $8.00K | 0.00% | +214 | New |
| Truvestments Capital LLC | 232 | $8.15K | 0.00% | +232 | New |
| Larson Financial Group LLC | 238 | $8.35K | 0.00% | +1+0.4% | Added |
| Horan Securities, Inc. | 240 | $8.43K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 240 | $8.43K | 0.00% | +240 | New |
| Institutional & Family Asset Management, LLC | 243 | $8.54K | 0.00% | +3+1.3% | Added |
| Boyd Watterson Asset Management LLC | 251 | $8.82K | 0.00% | +251 | New |
| Pflug Koory, LLC | 260 | $9.00K | 0.01% | −620−70.5% | Reduced |
| Retirement Group, LLC | 243 | $9.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 264 | $9.28K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 272 | $9.56K | 0.01% | +272 | New |
| RWM Asset Management, LLC | 274 | $9.63K | 0.00% | +274 | New |
| Hollencrest Capital Management | 277 | $9.73K | 0.00% | +277 | New |
| Zions Bancorporation, N.A. | 283 | $9.95K | 0.00% | −102−26.5% | Reduced |
| Beacon Capital Management, LLC | 284 | $9.98K | 0.00% | −113−28.5% | Reduced |
| Asset Dedication, LLC | 284 | $10.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 278 | $10.0K | 0.00% | +278 | New |
| FNY Investment Advisers, LLC | 300 | $10.0K | 0.01% | +300 | New |
| Gradient Investments LLC | 308 | $10.8K | 0.00% | +16+5.5% | Added |
| Pathway Financial Advisers, LLC | 314 | $11.0K | 0.00% | +314 | New |
| Moisand Fitzgerald Tamayo, LLC | 321 | $11.3K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 332 | $11.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 335 | $11.8K | 0.00% | +335 | New |
| Newbridge Financial Services Group, Inc. | 339 | $11.9K | 0.01% | +320+1,684.2% | Added |
| GW&K Investment Management, LLC | 352 | $12.0K | 0.00% | +200+131.6% | Added |
| Clearview Wealth Advisors LLC | 343 | $12.1K | 0.01% | −89−20.6% | Reduced |
| Fairfield Financial Advisors, LTD | 345 | $12.1K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 351 | $12.3K | 0.01% | +351 | New |
| Lee Financial Co | 360 | $12.7K | 0.00% | 00.0% | Unchanged |