| Coston, McIsaac & Partners | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | New |
| Tradewinds Capital Management, LLC | 2 | $121 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 74 | $411 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $422 | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 7 | $422 | 0.00% | +7 | New |
| PFG Private Wealth Management, LLC | 8 | $423 | 0.00% | +1+14.3% | Added |
| Rockbridge Investment Management, LCC | 8 | $486 | 0.00% | +8 | New |
| Global Financial Private Client, LLC | 9 | $543 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $603 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $604 | 0.00% | +1+11.1% | Added |
| Abound Wealth Management | 16 | $981 | 0.00% | +16 | New |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 18 | $1.08K | 0.00% | −49−73.1% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 20 | $1.21K | 0.00% | +20 | New |
| CarsonAllaria Wealth Management, Ltd. | 20 | $1.21K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 21 | $1.27K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 21 | $1.30K | 0.00% | −20−48.8% | Reduced |
| Delos Wealth Advisors, LLC | 22 | $1.33K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 22 | $1.33K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 23 | $1.39K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 26 | $1.57K | 0.00% | −1,000−97.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 28 | $1.69K | 0.00% | +28 | New |
| Kelly Financial Services LLC | 29 | $1.75K | 0.00% | −11−27.5% | Reduced |
| Provenance Wealth Advisors, LLC | 29 | $1.75K | 0.00% | +29 | New |
| Signature Resources Capital Management, LLC | 32 | $1.95K | 0.00% | +32 | New |
| Pineridge Advisors LLC | 33 | $1.99K | 0.00% | +33 | New |
| Ables, Iannone, Moore & Associates, Inc. | 35 | $2.11K | 0.00% | +35 | New |
| Country Trust Bank | 36 | $2.17K | 0.00% | +36 | New |
| Cherry Tree Wealth Management, LLC | 37 | $2.23K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 39 | $2.35K | 0.00% | −9−18.8% | Reduced |
| NewSquare Capital LLC | 39 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 40 | $2.41K | 0.00% | −40−50.0% | Reduced |
| West Paces Advisors Inc. | 40 | $2.41K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 41 | $2.45K | 0.00% | +41 | New |
| Armstrong Advisory Group, Inc | 41 | $2.47K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 42 | $2.53K | 0.00% | +42 | New |
| Great Lakes Advisors, LLC | 44 | $2.65K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 44 | $2.65K | 0.00% | +44 | New |
| VisionPoint Advisory Group, LLC | 46 | $2.77K | 0.00% | −15−24.6% | Reduced |
| Mendota Financial Group, LLC | 46 | $2.77K | 0.00% | +46 | New |
| Caitlin John, LLC | 46 | $2.78K | 0.00% | +46 | New |
| DiNuzzo Private Wealth, Inc. | 47 | $2.83K | 0.00% | +47 | New |
| Johnson Financial Group, Inc. | 50 | $3.02K | 0.00% | −39−43.8% | Reduced |
| Northwest Financial Advisors | 50 | $3.02K | 0.00% | +50 | New |
| Lee Financial Co | 51 | $3.08K | 0.00% | +51 | New |
| Raffa Wealth Management, LLC | 54 | $3.26K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 56 | $3.38K | 0.00% | +56 | New |
| REAP Financial Group, LLC | 57 | $3.44K | 0.00% | +57 | New |
| Ritter Daniher Financial Advisory LLC | 59 | $3.53K | 0.00% | +1+1.7% | Added |
| Pacific Center for Financial Services | 62 | $3.74K | 0.00% | 00.0% | Unchanged |
| Motco | 64 | $3.86K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 67 | $4.04K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 67 | $4.04K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 67 | $4.04K | 0.00% | +67 | New |
| Atlantic Edge Private Wealth Management, LLC | 73 | $4.40K | 0.00% | +73 | New |
| Creekmur Asset Management LLC | 74 | $4.44K | 0.00% | +74 | New |
| McGlone Suttner Wealth Management, Inc. | 75 | $4.51K | 0.00% | +75 | New |
| JJJ Advisors Inc. | 76 | $4.58K | 0.00% | −65−46.1% | Reduced |
| Fortitude Family Office, LLC | 79 | $4.76K | 0.00% | +79 | New |
| Impact Partnership Wealth, LLC | 84 | $5.07K | 0.00% | −25−22.9% | Reduced |
| C M Bidwell & Associates Ltd | 89 | $5.37K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 92 | $5.58K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 95 | $5.73K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 100 | $6.03K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $6.03K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $6.03K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 100 | $6.03K | 0.01% | +100 | New |
| Tidemark, LLC | 100 | $6.03K | 0.00% | +100 | New |
| Cedar Mountain Advisors, LLC | 100 | $6.04K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 102 | $6.14K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 107 | $6.45K | 0.00% | +82+328.0% | Added |
| Harbor Investment Advisory, LLC | 107 | $6.48K | 0.00% | +35+48.6% | Added |
| Vima LLC | 110 | $6.63K | 0.02% | +110 | New |
| TFC Financial Management | 112 | $6.75K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 115 | $7.04K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 123 | $7.42K | 0.00% | +123 | New |
| Whittier Trust Co of Nevada Inc | 125 | $7.54K | 0.00% | +11+9.6% | Added |
| Larson Financial Group LLC | 128 | $7.72K | 0.00% | +66+106.5% | Added |
| Highline Wealth Partners LLC | 130 | $7.84K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 130 | $7.85K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 145 | $8.00K | 0.00% | +145 | New |
| Blue Bell Private Wealth Management, LLC | 144 | $8.69K | 0.00% | +44+44.0% | Added |
| TD Capital Management LLC | 145 | $8.75K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 165 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 150 | $9.00K | 0.01% | +150 | New |
| Institutional & Family Asset Management, LLC | 154 | $9.29K | 0.00% | +10+6.9% | Added |
| American National Bank | 171 | $10.3K | 0.00% | +171 | New |
| Coppell Advisory Solutions LLC | 171 | $10.3K | 0.00% | +171 | New |
| Atticus Wealth Management, LLC | 176 | $10.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 177 | $10.7K | 0.00% | −1−0.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 182 | $11.0K | 0.00% | +96+111.6% | Added |
| GHP Investment Advisors, Inc. | 193 | $11.6K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 201 | $12.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $12.1K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $12.1K | 0.01% | – | – |
| Missouri Trust & Investment Co | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 200 | $12.1K | 0.01% | +200 | New |