| Avion Wealth | 120 | $0 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 80 | $0 | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 85 | $0 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 84 | $0 | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 30 | $0 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 40 | $0 | 0.00% | −75−65.2% | Reduced |
| Coston, McIsaac & Partners | 15 | $0 | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 21 | $0 | 0.00% | +21 | New |
| Strengthening Families & Communities, LLC | 1 | $0 | 0.00% | +1 | New |
| Hoertkorn Richard Charles | 3 | $14 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 4 | $19 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $19 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 4 | $19 | 0.00% | +4 | New |
| Macroview Investment Management LLC | 7 | $32 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 7 | $32 | 0.00% | −100−93.5% | Reduced |
| Legacy Bridge, LLC | 15 | $70 | 0.00% | 00.0% | Unchanged |
| Align Wealth Management, LLC | 17 | $73 | 0.00% | +17 | New |
| Barrett & Company, Inc. | 17 | $79 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 18,562 | $86 | 0.00% | +18,562 | New |
| Parkside Financial Bank & Trust | 23 | $107 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 26 | $122 | 0.00% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 28 | $130 | 0.00% | +28 | New |
| Community Bank, N.A. | 30 | $139 | 0.00% | −250−89.3% | Reduced |
| JNBA Financial Advisors | 40 | $186 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 41 | $190 | 0.00% | +11+36.7% | Added |
| Blume Capital Management, Inc. | 41 | $190 | 0.00% | +41 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 47 | $218 | 0.00% | −3,045−98.5% | Reduced |
| Delta Asset Management LLC | 50 | $232 | 0.00% | +50 | New |
| Focused Wealth Management, Inc | 54 | $251 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 58 | $269 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 62 | $288 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $315 | 0.00% | – | New |
| MB, Levis & Associates, LLC | 69 | $320 | 0.00% | +69 | New |
| Coastal Capital Group, Inc. | 80 | $342 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 75 | $348 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 76 | $353 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 79 | $367 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 82 | $381 | 0.00% | +1+1.2% | Added |
| SRS Capital Advisors, Inc. | 88 | $407 | 0.00% | +88 | New |
| Cedar Mountain Advisors, LLC | 92 | $427 | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 100 | $464 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 100 | $464 | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 100 | $464 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $464 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 105 | $487 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 118 | $548 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 119 | $552 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 143 | $664 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 157 | $728 | 0.00% | +157 | New |
| Insight Financial Services | 160 | $742 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 161 | $746 | 0.00% | +161 | New |
| Concord Wealth Partners | 164 | $763 | 0.00% | +164 | New |
| Financial Perspectives, Inc | 189 | $877 | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 197 | $913 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 198 | $919 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 200 | $928 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $928 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $928 | 0.00% | +200 | New |
| Tompkins Financial Corp | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 119 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 243 | $1.00K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 241 | $1.12K | 0.00% | +241 | New |
| Cassady Schiller Wealth Management, LLC | 248 | $1.15K | 0.00% | +248 | New |
| Manchester Capital Management LLC | 290 | $1.35K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 300 | $1.39K | 0.00% | +300 | New |
| Comerica Securities,inc. | 320 | $1.49K | 0.00% | +320 | New |
| Montag A & Associates Inc | 338 | $1.57K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 408 | $1.89K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 476 | $2.00K | 0.00% | −435−47.7% | Reduced |
| Front Row Advisors LLC | 385 | $2.00K | 0.00% | −69−15.2% | Reduced |
| Bell Investment Advisors, Inc | 470 | $2.18K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $2.32K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 500 | $2.32K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 500 | $2.32K | 0.00% | +500 | New |
| Schubert & Co | 527 | $2.44K | 0.00% | −968−64.7% | Reduced |
| Laurel Wealth Planning LLC | 534 | $2.48K | 0.00% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 536 | $2.49K | 0.00% | +536 | New |
| Key Financial Inc | 591 | $2.52K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 570 | $2.64K | 0.00% | +570 | New |
| Cornerstone Planning Group LLC | 569 | $2.67K | 0.00% | +569 | New |
| JJJ Advisors Inc. | 550 | $2.76K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 605 | $2.81K | 0.00% | +114+23.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 751 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 680 | $3.15K | 0.00% | −1,000−59.5% | Reduced |
| North Star Investment Management Corp. | 690 | $3.20K | 0.00% | +1+0.1% | Added |
| Larson Financial Group LLC | 756 | $3.51K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 772 | $3.58K | 0.00% | +440+132.5% | Added |
| Armstrong Advisory Group, Inc | 850 | $3.94K | 0.00% | +850 | New |
| Tyler-Stone Wealth Management | 800 | $4.00K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 872 | $4.05K | 0.00% | +872 | New |
| TCI Wealth Advisors, Inc. | 885 | $4.11K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 930 | $4.32K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 938 | $4.35K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 953 | $4.42K | 0.00% | +1+0.1% | Added |
| TFC Financial Management | 1,000 | $4.64K | 0.00% | −2,000−66.7% | Reduced |
| Atticus Wealth Management, LLC | 1,000 | $4.64K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,000 | $4.64K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,000 | $4.64K | 0.00% | 00.0% | Unchanged |