| NBT Bank N A | 1 | $416 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $416 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1 | $416 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1 | $416 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $416 | 0.00% | +1 | New |
| Downshift Financial, LLC | 1 | $416 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $417 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $417 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $417 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $417 | 0.00% | +1 | New |
| MJT & Associates Financial Advisory Group, Inc. | 1 | $417 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $782 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 2 | $832 | 0.00% | −128−98.5% | Reduced |
| Seneschal Advisors, LLC | 2 | $833 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 2 | $833 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 3 | $1.25K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $1.25K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3 | $1.25K | 0.00% | +3 | New |
| Financial Consulate, Inc | 3 | $1.25K | 0.00% | +1+50.0% | Added |
| UMA Financial Services, Inc. | 3 | $1.25K | 0.00% | +3 | New |
| Montag A & Associates Inc | 4 | $1.54K | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $1.66K | 0.00% | +3+300.0% | Added |
| Davis Capital Management | 4 | $1.66K | 0.00% | +4 | New |
| Avion Wealth | 5 | $2.00K | 0.00% | +3+150.0% | Added |
| Sawyer & Company, Inc | 5 | $2.08K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 5 | $2.08K | 0.00% | +5 | New |
| NBC Securities, Inc. | 6 | $2.50K | 0.00% | −8−57.1% | Reduced |
| Activest Wealth Management | 6 | $2.50K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $2.50K | 0.00% | +4+200.0% | Added |
| Signature Equity Partners, LLC | 6 | $2.50K | 0.00% | +4+200.0% | Added |
| Dunhill Financial, LLC | 6 | $2.60K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 7 | $2.91K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 7 | $2.91K | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 9 | $3.22K | 0.00% | −2−18.2% | Reduced |
| Planning Strategies Inc. | 8 | $3.33K | 0.00% | +8 | New |
| Investors Portfolio Services LLC | 9 | $3.75K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 9 | $3.75K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 9 | $3.75K | 0.00% | +9 | New |
| Creative Financial Designs Inc | 10 | $4.16K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10 | $4.16K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $4.58K | 0.00% | +2+22.2% | Added |
| Bare Financial Services, Inc | 12 | $4.99K | 0.00% | +1+9.1% | Added |
| HFM Investment Advisors, LLC | 12 | $4.99K | 0.00% | +6+100.0% | Added |
| Financial Management Professionals, Inc. | 13 | $5.41K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 13 | $5.41K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 13 | $5.41K | 0.00% | +4+44.4% | Added |
| Clal Insurance Enterprises Holdings Ltd | 14 | $6.00K | 0.00% | +14 | New |
| Accent Capital Management, LLC | 15 | $6.24K | 0.00% | −79−84.0% | Reduced |
| Aventura Private Wealth, LLC | 15 | $6.24K | 0.00% | −10−40.0% | Reduced |
| Silver Grove Financial Group, Inc. | 15 | $6.24K | 0.00% | +15 | New |
| TD Private Client Wealth LLC | 16 | $6.66K | 0.00% | +7+77.8% | Added |
| Ameriflex Group, Inc. | 16 | $6.66K | 0.00% | +16 | New |
| Bay Harbor Wealth Management, LLC | 17 | $7.07K | 0.00% | +2+13.3% | Added |
| Creative Capital Management Investments LLC | 18 | $7.49K | 0.00% | +18 | New |
| Dogwood Wealth Management LLC | 18 | $7.49K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 19 | $7.91K | 0.00% | +2+11.8% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $7.91K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 20 | $8.32K | 0.00% | −344−94.5% | Reduced |
| WPG Advisers, LLC | 21 | $8.74K | 0.01% | −1−4.5% | Reduced |
| Ares Financial Consulting, LLC | 21 | $8.74K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 24 | $9.99K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $9.99K | 0.00% | +5+26.3% | Added |
| Whittier Trust Co of Nevada Inc | 28 | $10.0K | 0.00% | +28 | New |
| Byrne Asset Management LLC | 25 | $10.4K | 0.01% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 25 | $10.4K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 27 | $11.2K | 0.01% | +2+8.0% | Added |
| Atlantic Trust, LLC | 28 | $11.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $12.5K | 0.00% | +30 | New |
| Boreal Capital Management LLC | 31 | $12.9K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 31 | $12.9K | 0.01% | 00.0% | Unchanged |
| Markowski Investments | 31 | $12.9K | 0.00% | +31 | New |
| Trust Co of Toledo NA | 32 | $13.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $13.3K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 33 | $13.7K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 34 | $14.1K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 34 | $14.1K | 0.00% | +21+161.5% | Added |
| Atlas Capital Advisors LLC | 35 | $14.6K | 0.00% | +35 | New |
| Allied Private Wealth LLC | 40 | $15.3K | 0.01% | +40 | New |
| Eastern Bank | 38 | $15.8K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 39 | $16.2K | 0.00% | +3+8.3% | Added |
| Cedar Mountain Advisors, LLC | 41 | $17.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 42 | $17.5K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 44 | $18.3K | 0.01% | +44 | New |
| Kentucky Trust Co | 45 | $18.7K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 47 | $19.6K | 0.00% | +47 | New |
| Private Trust Co NA | 48 | $20.0K | 0.00% | +23+92.0% | Added |
| Ritter Daniher Financial Advisory LLC | 50 | $20.8K | 0.00% | −100−66.7% | Reduced |
| LifeSteps Financial, Inc. | 50 | $20.8K | 0.01% | +50 | New |
| Strategic Wealth Partners, Ltd. | 51 | $21.2K | 0.00% | +14+37.8% | Added |
| Farmers & Merchants Investments Inc | 53 | $22.1K | 0.00% | −1−1.9% | Reduced |
| First Horizon Corp | 54 | $22.5K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 55 | $22.9K | 0.00% | +55 | New |
| Manchester Capital Management LLC | 58 | $24.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 59 | $24.5K | 0.00% | +4+7.3% | Added |
| JFS Wealth Advisors, LLC | 71 | $29.5K | 0.00% | +2+2.9% | Added |
| Key Financial Inc | 75 | $31.2K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 145 | $31.5K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 76 | $31.6K | 0.00% | +54+245.5% | Added |
| Bryn Mawr Trust Co | 76 | $31.6K | 0.00% | 00.0% | Unchanged |