| Financial Management Professionals, Inc. | 40 | $0 | 0.00% | −1,024−96.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 80 | $0 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 120 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 14 | $0 | 0.00% | +14 | New |
| Hoertkorn Richard Charles | 3 | $11 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $15 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6 | $22 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 7 | $26 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 10 | $37 | 0.00% | −3,083−99.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 15 | $57 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 15 | $57 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 17 | $64 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 20 | $75 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $79 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 23 | $87 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 27 | $99 | 0.00% | +1+3.8% | Added |
| Sunbelt Securities, Inc. | 31 | $116 | 0.00% | +1+3.3% | Added |
| GPS Wealth Strategies Group, LLC | 34 | $126 | 0.00% | −604−94.7% | Reduced |
| GHP Investment Advisors, Inc. | 41 | $144 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 50 | $187 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $187 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $187 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 54 | $202 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 59 | $221 | 0.00% | +5+9.3% | Added |
| Wolff Wiese Magana LLC | 62 | $232 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 64 | $240 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $254 | 0.00% | – | – |
| MB, Levis & Associates, LLC | 69 | $258 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 72 | $269 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 75 | $280 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 76 | $285 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 79 | $296 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 84 | $314 | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 85 | $318 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 92 | $344 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 95 | $355 | 0.00% | +95 | New |
| Northwest Capital Management Inc | 100 | $374 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 100 | $374 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 105 | $393 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $399 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 118 | $442 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 120 | $449 | 0.00% | +120 | New |
| Macroview Investment Management LLC | 126 | $472 | 0.00% | +119+1,700.0% | Added |
| Insight Financial Services | 160 | $598 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 161 | $602 | 0.00% | −111−40.8% | Reduced |
| Financial Freedom, LLC | 163 | $609 | 0.00% | +1+0.6% | Added |
| Hollencrest Capital Management | 164 | $613 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 166 | $623 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 189 | $707 | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 197 | $736 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 200 | $748 | 0.00% | −740−78.7% | Reduced |
| Tompkins Financial Corp | 200 | $748 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $748 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $748 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 201 | $751 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 206 | $770 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 213 | $797 | 0.00% | +213 | New |
| Stone House Investment Management, LLC | 220 | $823 | 0.00% | +1+0.5% | Added |
| Pacific Center for Financial Services | 239 | $894 | 0.00% | +8+3.5% | Added |
| Fortis Group Advisors, LLC | 240 | $897 | 0.00% | +240 | New |
| Carolina Wealth Advisors, LLC | 243 | $908 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 248 | $928 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 249 | $932 | 0.00% | −625−71.5% | Reduced |
| Bokf, NA | 286 | $947 | 0.00% | +286 | New |
| Global Wealth Strategies & Associates | 257 | $961 | 0.00% | +257 | New |
| Abound Wealth Management | 265 | $992 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 300 | $1.12K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 300 | $1.12K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 322 | $1.20K | 0.00% | +322 | New |
| Montag A & Associates Inc | 338 | $1.26K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 345 | $1.29K | 0.00% | +22+6.8% | Added |
| TD Private Client Wealth LLC | 356 | $1.33K | 0.00% | +194+119.8% | Added |
| Geneos Wealth Management Inc. | 382 | $1.43K | 0.00% | −5−1.3% | Reduced |
| Column Capital Advisors, LLC | 408 | $1.53K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 410 | $1.53K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 424 | $1.59K | 0.00% | −19,442−97.9% | Reduced |
| Bell Investment Advisors, Inc | 470 | $1.76K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 506 | $1.89K | 0.00% | +2+0.4% | Added |
| ZRC Wealth Management, LLC | 515 | $1.93K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 519 | $1.94K | 0.00% | −86−14.2% | Reduced |
| GW&K Investment Management, LLC | 539 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 544 | $2.00K | 0.00% | +544 | New |
| Cornerstone Planning Group LLC | 577 | $2.16K | 0.00% | +3+0.5% | Added |
| Key Financial Inc | 591 | $2.21K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 650 | $2.43K | 0.00% | +650 | New |
| Clearstead Advisors, LLC | 673 | $2.52K | 0.00% | +216+47.3% | Added |
| North Star Investment Management Corp. | 694 | $2.59K | 0.00% | +2+0.3% | Added |
| Raffa Wealth Management, LLC | 778 | $2.91K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 797 | $2.98K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 751 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 800 | $3.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,000 | $3.00K | 0.00% | +1,000 | New |
| Steward Financial Group LLC | 964 | $3.00K | 0.00% | +964 | New |
| Trust Co of Vermont | 862 | $3.22K | 0.00% | −145−14.4% | Reduced |
| Richard W. Paul & Associates, LLC | 872 | $3.26K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,000 | $3.35K | 0.00% | 00.0% | Unchanged |