| Strategic Wealth Advisors LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 38 | $0 | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $10 | 0.00% | +1 | New |
| Gill Capital Partners, LLC | 3 | $56 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $75 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $94 | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 5 | $94 | 0.00% | +5 | New |
| Winch Advisory Services, LLC | 6 | $112 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $131 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $187 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 10 | $187 | 0.00% | +10 | New |
| MidFirst Bank | 10 | $187 | 0.00% | +10 | New |
| DecisionPoint Financial, LLC | 11 | $206 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $279 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 16 | $299 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 17 | $318 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 19 | $355 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 20 | $374 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 20 | $374 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 20 | $374 | 0.00% | +20 | New |
| HFM Investment Advisors, LLC | 21 | $393 | 0.00% | +4+23.5% | Added |
| Vision Retirement, LLC | 23 | $431 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 24 | $460 | 0.00% | +1+4.3% | Added |
| Marquette Asset Management, LLC | 26 | $487 | 0.00% | +26 | New |
| Vermillion Wealth Management, Inc. | 28 | $524 | 0.00% | +28 | New |
| Atlantic Private Wealth, LLC | 30 | $561 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 30 | $561 | 0.00% | +30 | New |
| Intentional Wealth Strategies, LLC | 31 | $580 | 0.00% | +31 | New |
| Bear Mountain Capital, Inc. | 30 | $608 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 35 | $655 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 37 | $692 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 38 | $711 | 0.00% | +21+123.5% | Added |
| Colonial Trust Co | 42 | $785 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 43 | $804 | 0.00% | +2+4.9% | Added |
| Signature Equity Partners, LLC | 46 | $860 | 0.00% | −314−87.2% | Reduced |
| Whipplewood Advisors, LLC | 46 | $860 | 0.00% | +46 | New |
| Basepoint Wealth LLC | 48 | $898 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 50 | $1.01K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 55 | $1.03K | 0.00% | +55 | New |
| Principia Wealth Advisory, LLC | 58 | $1.08K | 0.00% | +8+16.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 59 | $1.10K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 61 | $1.14K | 0.00% | +41+205.0% | Added |
| Cornerstone Planning Group LLC | 68 | $1.15K | 0.00% | +12+21.4% | Added |
| Abound Wealth Management | 66 | $1.24K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 70 | $1.31K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 73 | $1.36K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 80 | $1.50K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 81 | $1.51K | 0.00% | −30−27.0% | Reduced |
| Clayton Financial Group LLC | 83 | $1.55K | 0.00% | +55+196.4% | Added |
| Lodestone Wealth Management LLC | 84 | $1.57K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 85 | $1.59K | 0.00% | −2−2.3% | Reduced |
| Kerr Financial Planning Corp | 100 | $1.79K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 99 | $1.85K | 0.00% | +26+35.6% | Added |
| Adirondack Trust Co | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 100 | $1.87K | 0.00% | −300−75.0% | Reduced |
| Private Wealth Asset Management, LLC | 100 | $1.87K | 0.00% | −100−50.0% | Reduced |
| First Financial Corp | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Gladwyn Financial Advisors, Inc. | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $1.87K | 0.00% | +100 | New |
| Hurley Capital, LLC | 100 | $1.87K | 0.00% | +100 | New |
| Beacon Investment Advisory Services, Inc. | 100 | $1.87K | 0.00% | +100 | New |
| RWM Asset Management, LLC | 100 | $1.87K | 0.00% | +100 | New |
| Wall Street Financial Group, Inc. | 100 | $1.87K | 0.00% | +100 | New |
| TopTier Wealth Management, LLC | 100 | $1.87K | 0.00% | +100 | New |
| Motco | 101 | $1.89K | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 101 | $1.89K | 0.00% | +101 | New |
| Private Trust Co NA | 103 | $1.93K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 105 | $1.96K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 107 | $2.00K | 0.00% | 00.0% | Unchanged |