| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Larson Financial Group LLC | 1 | $179 | 0.00% | −6−85.7% | Reduced |
| Bokf, NA | 1 | $264 | 0.00% | −345−99.7% | Reduced |
| Raleigh Capital Management Inc. | 1 | $264 | 0.00% | −48−98.0% | Reduced |
| Tfo-TDC, LLC | 1 | $264 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1 | $264 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1 | $264 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $528 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $528 | 0.00% | +2 | New |
| Aspect Partners, LLC | 2 | $528 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $529 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $529 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $529 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 4 | $983 | 0.00% | +4 | New |
| Avion Wealth | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Umb Bank N A | 4 | $1.06K | 0.00% | −19−82.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 4 | $1.06K | 0.00% | −5−55.6% | Reduced |
| BKM Wealth Management, LLC | 5 | $1.32K | 0.00% | +5 | New |
| Chilton Capital Management LLC | 5 | $1.32K | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 5 | $1.32K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 6 | $1.58K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7 | $1.85K | 0.00% | −4−36.4% | Reduced |
| Financial Management Professionals, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 8 | $2.00K | 0.00% | +8 | New |
| M&R Capital Management Inc | 8 | $2.11K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $2.11K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $2.11K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 8 | $2.11K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $2.64K | 0.00% | −1−9.1% | Reduced |
| Northwest Capital Management Inc | 10 | $2.64K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $2.64K | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 12 | $3.17K | 0.00% | −6−33.3% | Reduced |
| MV Capital Management, Inc. | 12 | $3.17K | 0.00% | +2+20.0% | Added |
| AdvisorNet Financial, Inc | 13 | $3.43K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $3.43K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 13 | $3.43K | 0.00% | +13 | New |
| Valley National Advisers Inc | 16 | $4.00K | 0.00% | −31−66.0% | Reduced |
| Gradient Investments LLC | 16 | $4.23K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 16 | $4.23K | 0.00% | +16 | New |
| West Tower Group, LLC | 17 | $4.49K | 0.01% | −59−77.6% | Reduced |
| Provenance Wealth Advisors, LLC | 18 | $4.75K | 0.00% | +11+157.1% | Added |
| VisionPoint Advisory Group, LLC | 19 | $5.02K | 0.00% | +19 | New |
| Farther Finance Advisors, LLC | 20 | $5.28K | 0.00% | +18+900.0% | Added |
| Proequities, Inc. | 20 | $5.30K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 23 | $6.08K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 25 | $6.60K | 0.00% | −27−51.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 26 | $6.90K | 0.00% | −18−40.9% | Reduced |
| Independence Bank of Kentucky | 27 | $7.13K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 28 | $7.40K | 0.01% | +28 | New |
| McGlone Suttner Wealth Management, Inc. | 30 | $8.00K | 0.00% | +30 | New |
| Farmers & Merchants Investments Inc | 34 | $8.98K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 34 | $8.98K | 0.00% | +34 | New |
| Zions Bancorporation, N.A. | 35 | $9.25K | 0.00% | +2+6.1% | Added |
| Harbour Investments, Inc. | 35 | $9.25K | 0.00% | +4+12.9% | Added |
| Lindbrook Capital, LLC | 35 | $9.25K | 0.00% | +13+59.1% | Added |
| CVA Family Office, LLC | 38 | $10.0K | 0.00% | +38 | New |
| Blue Bell Private Wealth Management, LLC | 40 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $10.6K | 0.00% | +2+5.3% | Added |
| Ronald Blue Trust, Inc. | 50 | $11.0K | 0.00% | +19+61.3% | Added |
| Global Retirement Partners, LLC | 45 | $11.3K | 0.00% | −109−70.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 43 | $11.4K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 44 | $11.6K | 0.00% | +1+2.3% | Added |
| Pflug Koory, LLC | 46 | $12.2K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 47 | $12.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 48 | $12.7K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 49 | $12.9K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 52 | $13.0K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 51 | $13.5K | 0.00% | +51 | New |
| Bruce G. Allen Investments, LLC | 53 | $14.0K | 0.01% | +53 | New |
| West Branch Capital LLC | 55 | $14.5K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 57 | $15.1K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 60 | $15.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 65 | $17.0K | 0.01% | +65 | New |
| Centerpoint Advisors, LLC | 70 | $18.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 77 | $20.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 84 | $21.3K | 0.00% | −1−1.2% | Reduced |
| Bessemer Group Inc | 86 | $22.0K | 0.00% | −133−60.7% | Reduced |
| Lee Financial Co | 88 | $23.2K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 90 | $23.8K | 0.00% | +90 | New |
| Park Place Capital Corp | 94 | $24.8K | 0.01% | 00.0% | Unchanged |
| Tobam | 95 | $25.0K | 0.00% | +91+2,275.0% | Added |
| FNY Investment Advisers, LLC | 100 | $26.0K | 0.03% | +100 | New |
| Newbridge Financial Services Group, Inc. | 99 | $26.2K | 0.01% | −12−10.8% | Reduced |
| Trivant Custom Portfolio Group, LLC | 100 | $26.4K | 0.02% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 102 | $26.5K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 101 | $26.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 101 | $26.7K | 0.00% | +101 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 103 | $27.2K | 0.00% | −67−39.4% | Reduced |
| Fortitude Family Office, LLC | 105 | $27.7K | 0.02% | +105 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 108 | $28.5K | 0.06% | +108 | New |
| Massmutual Trust Co FSB | 109 | $28.8K | 0.00% | +18+19.8% | Added |
| Quent Capital, LLC | 122 | $32.2K | 0.00% | +48+64.9% | Added |
| Venturi Wealth Management, LLC | 123 | $32.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 146 | $39.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 163 | $43.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 169 | $44.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 203 | $53.6K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 204 | $53.8K | 0.01% | −39,333−99.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 206 | $54.5K | 0.00% | −2,776−93.1% | Reduced |