| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 1 | $83 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1 | $83 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $83 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $84 | 0.00% | +1 | New |
| Buck Wealth Strategies, LLC | 1 | $85 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $118 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 2 | $167 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2 | $167 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 2 | $167 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $167 | 0.00% | +2 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $250 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $250 | 0.00% | +3 | New |
| LRI Investments, LLC | 3 | $250 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $417 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $444 | 0.00% | −1−16.7% | Reduced |
| Manchester Capital Management LLC | 6 | $501 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $501 | 0.00% | +2+50.0% | Added |
| SJS Investment Consulting Inc. | 7 | $584 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 8 | $667 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 8 | $667 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 8 | $667 | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 9 | $751 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 9 | $751 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 10 | $833 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 10 | $833 | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 11 | $917 | 0.00% | −1−8.3% | Reduced |
| CoreCap Advisors, LLC | 11 | $917 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 11 | $917 | 0.00% | +11 | New |
| Essential Partners LLC | 12 | $1.00K | 0.00% | +2+20.0% | Added |
| Rialto Wealth Management, LLC | 12 | $1.00K | 0.00% | −1−7.7% | Reduced |
| Creative Capital Management Investments LLC | 13 | $1.08K | 0.00% | +13 | New |
| Eastern Bank | 14 | $1.17K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 14 | $1.17K | 0.00% | +7+100.0% | Added |
| Strengthening Families & Communities, LLC | 16 | $1.33K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 16 | $1.33K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 16 | $1.37K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 18 | $1.50K | 0.00% | +18 | New |
| Ares Financial Consulting, LLC | 18 | $1.50K | 0.00% | +18 | New |
| Clearstead Advisors, LLC | 18 | $1.50K | 0.00% | +5+38.5% | Added |
| Cullen/Frost Bankers, Inc. | 21 | $1.75K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 23 | $1.92K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 28 | $2.33K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $2.42K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 29 | $2.42K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 29 | $2.42K | 0.00% | +29 | New |
| Farmers & Merchants Investments Inc | 30 | $2.50K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 30 | $2.50K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 30 | $2.50K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 30 | $2.53K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 31 | $2.62K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 32 | $2.67K | 0.00% | −110−77.5% | Reduced |
| Align Financial, LLC | 32 | $2.67K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 33 | $2.75K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 42 | $3.50K | 0.00% | +13+44.8% | Added |
| Geneos Wealth Management Inc. | 44 | $3.67K | 0.00% | −174−79.8% | Reduced |
| Millstone Evans Group, LLC | 44 | $3.67K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 50 | $4.08K | 0.00% | +50 | New |
| BankPlus Trust Department | 57 | $4.75K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 63 | $5.25K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 64 | $5.34K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 66 | $5.50K | 0.00% | +9+15.8% | Added |
| Private Wealth Management Group, LLC | 66 | $5.50K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 70 | $5.83K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 87 | $7.25K | 0.00% | +87 | New |
| Fulcrum Asset Management LLP | 90 | $7.38K | 0.00% | +90 | New |
| Trust Co of Toledo NA | 89 | $7.42K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 94 | $7.83K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 95 | $7.92K | 0.00% | +95 | New |
| Ameritas Advisory Services, LLC | 107 | $8.92K | 0.00% | +107 | New |
| Silver Grove Financial Group, Inc. | 108 | $9.00K | 0.00% | +108 | New |
| Colonial Trust Co | 110 | $9.13K | 0.00% | +68+161.9% | Added |
| 1620 Investment Advisors, Inc. | 110 | $9.17K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 111 | $9.25K | 0.00% | −56−33.5% | Reduced |
| Sachetta, LLC | 115 | $9.59K | 0.00% | +110+2,200.0% | Added |
| Rothschild Investment LLC | 127 | $10.6K | 0.00% | −1−0.8% | Reduced |
| Caitlin John, LLC | 135 | $11.3K | 0.01% | +1+0.7% | Added |
| GHP Investment Advisors, Inc. | 139 | $11.6K | 0.00% | +136+4,533.3% | Added |
| First Horizon Corp | 142 | $11.8K | 0.00% | −16−10.1% | Reduced |
| Bryn Mawr Trust Co | 142 | $11.8K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 142 | $11.8K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 142 | $11.8K | 0.00% | +142 | New |
| Massmutual Trust Co FSB | 143 | $11.9K | 0.00% | +48+50.5% | Added |
| Keating Financial Advisory Services, Inc. | 154 | $12.8K | 0.00% | +6+4.1% | Added |
| Stone House Investment Management, LLC | 159 | $13.3K | 0.00% | +28+21.4% | Added |
| Newbridge Financial Services Group, Inc. | 164 | $13.7K | 0.00% | +1+0.6% | Added |
| Bare Financial Services, Inc | 176 | $14.7K | 0.00% | +36+25.7% | Added |
| Acumen Wealth Advisors, LLC | 186 | $15.5K | 0.00% | −31−14.3% | Reduced |
| IFG Advisory, LLC | 188 | $15.7K | 0.00% | +188 | New |
| MJT & Associates Financial Advisory Group, Inc. | 190 | $15.8K | 0.01% | +91+91.9% | Added |
| Sterling Capital Management LLC | 195 | $16.3K | 0.00% | −445−69.5% | Reduced |
| SRS Capital Advisors, Inc. | 197 | $16.4K | 0.00% | +197 | New |
| TD Waterhouse Canada Inc. | 200 | $16.8K | 0.00% | +200 | New |
| SBI Securities Co., Ltd. | 202 | $16.8K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 248 | $20.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 263 | $21.9K | 0.00% | −2−0.8% | Reduced |
| Larson Financial Group LLC | 275 | $22.9K | 0.00% | +136+97.8% | Added |
| Pacer Advisors, Inc. | 289 | $24.0K | 0.00% | −251,775−99.9% | Reduced |