| Avion Wealth | 120 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 40 | $0 | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 42 | $0 | 0.00% | +42 | New |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | −28−90.3% | Reduced |
| Hoertkorn Richard Charles | 3 | $11 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3 | $12 | 0.00% | −507−99.4% | Reduced |
| Planning Capital Management Corp | 3 | $12 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4 | $15 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $15 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 4 | $16 | 0.00% | +4 | New |
| Bartlett & Co. Wealth Management LLC | 6 | $23 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 7 | $27 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $50 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 15 | $57 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 16 | $60 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $60 | 0.00% | +16 | New |
| Barrett & Company, Inc. | 17 | $64 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 20 | $76 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $79 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 27 | $102 | 0.00% | +1+3.8% | Added |
| Cape Investment Advisory, Inc. | 29 | $110 | 0.00% | −72−71.3% | Reduced |
| Sunbelt Securities, Inc. | 31 | $117 | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 35 | $132 | 0.00% | −1,000−96.6% | Reduced |
| GHP Investment Advisors, Inc. | 39 | $148 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 40 | $151 | 0.00% | +40 | New |
| Ashton Thomas Private Wealth, LLC | 40 | $151 | 0.00% | +40 | New |
| MB, Levis & Associates, LLC | 44 | $166 | 0.00% | −25−36.2% | Reduced |
| Frazier Financial Advisors, LLC | 45 | $171 | 0.00% | 00.0% | Unchanged |
| Chris Bulman Inc | 46 | $174 | 0.00% | +46 | New |
| Financial Perspectives, Inc | 48 | $181 | 0.00% | −107−69.0% | Reduced |
| Game Plan Financial Advisors, LLC | 53 | $200 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 61 | $231 | 0.00% | +61 | New |
| Wolff Wiese Magana LLC | 62 | $235 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 69 | $261 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 75 | $284 | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 75 | $284 | 0.00% | +75 | New |
| Mendota Financial Group, LLC | 78 | $295 | 0.00% | +78 | New |
| Logan Capital Management Inc | 79 | $299 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 86 | $304 | 0.00% | +86 | New |
| Compagnie Lombard Odier SCmA | 85 | $321 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 92 | $348 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 95 | $359 | 0.00% | +95 | New |
| ClariVest Asset Management LLC | 99 | $369 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $378 | 0.00% | 00.0% | Unchanged |
| Security National Bank | 100 | $378 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $378 | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $378 | 0.00% | +100 | New |
| CNB Bank | 105 | $397 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 115 | $435 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 118 | $447 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 164 | $620 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 166 | $627 | 0.00% | +1+0.6% | Added |
| Concord Wealth Partners | 170 | $641 | 0.00% | +2+1.2% | Added |
| Washington Trust Co | 173 | $654 | 0.00% | +173 | New |
| Kelly Financial Services LLC | 190 | $717 | 0.00% | +1+0.5% | Added |
| Hobbs Group Advisors, LLC | 197 | $745 | 0.00% | +197 | New |
| Whittier Trust Co | 200 | $754 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 200 | $756 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 200 | $756 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $756 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 201 | $757 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 226 | $855 | 0.00% | +226 | New |
| Pacific Center for Financial Services | 231 | $874 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 240 | $907 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 248 | $937 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 250 | $945 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 256 | $966 | 0.00% | +25+10.8% | Added |
| Geneos Wealth Management Inc. | 261 | $987 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 300 | $1.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 275 | $1.04K | 0.00% | −31−10.1% | Reduced |
| Sachetta, LLC | 282 | $1.11K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 300 | $1.13K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 300 | $1.14K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 322 | $1.22K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 335 | $1.27K | 0.00% | +185+123.3% | Added |
| Montag A & Associates Inc | 338 | $1.28K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 400 | $1.51K | 0.00% | −462−53.6% | Reduced |
| Tyler-Stone Wealth Management | 400 | $1.51K | 0.00% | −400−50.0% | Reduced |
| Clearstead Advisors, LLC | 469 | $1.77K | 0.00% | −375−44.4% | Reduced |
| Bell Investment Advisors, Inc | 470 | $1.78K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 500 | $1.89K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 510 | $1.93K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 500 | $1.95K | 0.00% | −11,000−95.7% | Reduced |
| Aspire Private Capital, LLC | 516 | $1.95K | 0.00% | +4+0.8% | Added |
| Strategic Investment Solutions, Inc. | 500 | $1.98K | 0.00% | +500 | New |
| Hantz Financial Services, Inc. | 570 | $2.00K | 0.00% | +26+4.8% | Added |
| Assetmark, Inc | 587 | $2.22K | 0.00% | −499−45.9% | Reduced |
| Key Financial Inc | 591 | $2.23K | 0.00% | 00.0% | Unchanged |
| American National Bank | 600 | $2.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 644 | $2.40K | 0.00% | +67+11.6% | Added |
| North Star Investment Management Corp. | 699 | $2.64K | 0.00% | +2+0.3% | Added |
| GWM Advisors LLC | 733 | $2.77K | 0.00% | −3,889−84.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 751 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 866 | $3.00K | 0.00% | +306+54.6% | Added |
| Larson Financial Group LLC | 797 | $3.01K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 819 | $3.10K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 871 | $3.29K | 0.00% | −3,297−79.1% | Reduced |
| Richard W. Paul & Associates, LLC | 872 | $3.30K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 917 | $3.47K | 0.00% | 00.0% | Unchanged |