| Fairman Group, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $18 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 2 | $36 | 0.00% | +2 | New |
| SHP Wealth Management | 2 | $37 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 3 | $55 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3 | $55 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3 | $55 | 0.00% | +1+50.0% | Added |
| Curio Wealth, LLC | 3 | $55 | 0.00% | +3 | New |
| Birchbrook, Inc. | 3 | $56 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4 | $73 | 0.00% | −2−33.3% | Reduced |
| HM Payson & Co | 4 | $73 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 5 | $91 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 5 | $91 | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 5 | $91 | 0.00% | +5 | New |
| Asset Dedication, LLC | 6 | $110 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6 | $110 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 6 | $110 | 0.00% | +6 | New |
| Creative Financial Designs Inc | 7 | $127 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $164 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $182 | 0.00% | −3−23.1% | Reduced |
| Center for Financial Planning, Inc. | 10 | $182 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 10 | $182 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $224 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 14 | $254 | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 15 | $272 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 15 | $273 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 15 | $273 | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 16 | $291 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 17 | $309 | 0.00% | +17 | New |
| St Germain D J Co Inc | 18 | $327 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 20 | $363 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 21 | $382 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 21 | $382 | 0.00% | +21 | New |
| Bay Harbor Wealth Management, LLC | 25 | $454 | 0.00% | +14+127.3% | Added |
| Newbridge Financial Services Group, Inc. | 26 | $472 | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 26 | $472 | 0.00% | +26 | New |
| Bare Financial Services, Inc | 27 | $491 | 0.00% | +27 | New |
| International Assets Investment Management, LLC | 27 | $501 | 0.00% | −10−27.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 30 | $546 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 30 | $546 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 33 | $600 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 33 | $600 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 33 | $600 | 0.00% | +10+43.5% | Added |
| Mather Group, LLC. | 33 | $600 | 0.00% | +33 | New |
| ESL Trust Services, LLC | 37 | $672 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 38 | $690 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 40 | $727 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 41 | $746 | 0.00% | +41 | New |
| Golden State Equity Partners | 45 | $817 | 0.00% | +45 | New |
| Sunbelt Securities, Inc. | 46 | $836 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 50 | $909 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 51 | $927 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 57 | $1.04K | 0.00% | +57 | New |
| Armstrong Advisory Group, Inc | 60 | $1.09K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 63 | $1.15K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 63 | $1.15K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 63 | $1.15K | 0.00% | +63 | New |
| Compagnie Lombard Odier SCmA | 64 | $1.16K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 78 | $1.42K | 0.00% | +78 | New |
| Rossby Financial, LCC | 78 | $1.45K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 84 | $1.53K | 0.00% | +2+2.4% | Added |
| Clearstead Advisors, LLC | 87 | $1.58K | 0.00% | −26−23.0% | Reduced |
| Quaker Wealth Management, LLC | 100 | $1.82K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 104 | $1.89K | 0.00% | +104 | New |
| Boyd Watterson Asset Management LLC | 107 | $1.94K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 107 | $1.94K | 0.00% | +80+296.3% | Added |
| Geneos Wealth Management Inc. | 117 | $2.13K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 118 | $2.14K | 0.00% | +22+22.9% | Added |
| Brown, Lisle/Cummings, Inc. | 120 | $2.18K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 120 | $2.18K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 127 | $2.31K | 0.00% | +127 | New |
| Intentional Wealth Strategies, LLC | 127 | $2.31K | 0.00% | +127 | New |
| Cullen/Frost Bankers, Inc. | 128 | $2.33K | 0.00% | −1,314−91.1% | Reduced |
| MTM Investment Management, LLC | 130 | $2.36K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 132 | $2.40K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 142 | $2.58K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 143 | $2.59K | 0.00% | −27−15.9% | Reduced |
| GWM Advisors LLC | 144 | $2.62K | 0.00% | −1,737−92.3% | Reduced |
| St. Johns Investment Management Company, LLC | 145 | $2.63K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 146 | $2.65K | 0.00% | +10+7.4% | Added |
| JFS Wealth Advisors, LLC | 160 | $2.91K | 0.00% | +15+10.3% | Added |
| Northwestern Mutual Wealth Management Co | 199 | $3.62K | 0.00% | +6+3.1% | Added |
| CVA Family Office, LLC | 200 | $3.63K | 0.00% | +200 | New |
| Steward Partners Investment Advisory, LLC | 204 | $3.71K | 0.00% | +1+0.5% | Added |
| Whittier Trust Co | 213 | $3.90K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 225 | $4.09K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 230 | $4.18K | 0.00% | −212−48.0% | Reduced |
| Huntington National Bank | 232 | $4.22K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 272 | $4.94K | 0.00% | +163+149.5% | Added |
| Covestor Ltd | 295 | $5.00K | 0.00% | −3,571−92.4% | Reduced |
| Spire Wealth Management | 289 | $5.25K | 0.00% | −1,200−80.6% | Reduced |
| NBC Securities, Inc. | 400 | $7.27K | 0.00% | −100−20.0% | Reduced |
| Hilltop National Bank | 450 | $8.18K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 455 | $8.27K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 488 | $8.87K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 490 | $8.90K | 0.00% | +99+25.3% | Added |
| Caldwell Sutter Capital, Inc. | 500 | $9.09K | 0.00% | 00.0% | Unchanged |