| Capital Advisors, Ltd. LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 0 | $11 | 0.00% | −7,311−100.0% | Reduced |
| TFC Financial Management | 2 | $53 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 4 | $104 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $131 | 0.00% | −43−89.6% | Reduced |
| Scarborough Advisors, LLC | 5 | $131 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 5 | $131 | 0.00% | +5 | New |
| Atlantic Trust, LLC | 6 | $157 | 0.00% | −11−64.7% | Reduced |
| Ameriflex Group, Inc. | 7 | $183 | 0.00% | −7−50.0% | Reduced |
| MTM Investment Management, LLC | 7 | $183 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 7 | $183 | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 7 | $183 | 0.00% | +7 | New |
| Transamerica Financial Advisors, Inc. | 8 | $209 | 0.00% | −59−88.1% | Reduced |
| Creative Financial Designs Inc | 10 | $261 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $261 | 0.00% | +4+66.7% | Added |
| NVWM, LLC | 10 | $261 | 0.00% | +10 | New |
| Team Financial Group, LLC | 10 | $261 | 0.00% | +10 | New |
| Seneschal Advisors, LLC | 10 | $262 | 0.00% | +3+42.9% | Added |
| WestEnd Advisors, LLC | 12 | $313 | 0.00% | −1−7.7% | Reduced |
| Cranbrook Wealth Management, LLC | 13 | $340 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 13 | $340 | 0.00% | 00.0% | Unchanged |
| Trust Co | 13 | $340 | 0.00% | +13 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 13 | $340 | 0.00% | +13 | New |
| Marshall & Sterling Wealth Advisors Inc. | 13 | $342 | 0.00% | −215−94.3% | Reduced |
| Turning Point Benefit Group, Inc. | 15 | $391 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $436 | 0.00% | +4+30.8% | Added |
| Millstone Evans Group, LLC | 17 | $444 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 18 | $470 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 18 | $471 | 0.00% | −3−14.3% | Reduced |
| Abound Wealth Management | 18 | $471 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $496 | 0.00% | +16+533.3% | Added |
| Bogart Wealth, LLC | 19 | $496 | 0.00% | +19 | New |
| 1015 Capital Partners, LLC | 19 | $496 | 0.00% | +19 | New |
| Rialto Wealth Management, LLC | 19 | $497 | 0.00% | −4−17.4% | Reduced |
| Breakwater Investment Management | 20 | $523 | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 20 | $532 | 0.00% | +8+66.7% | Added |
| N.E.W. Advisory Services LLC | 22 | $575 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 23 | $601 | 0.00% | +23 | New |
| Harbour Investments, Inc. | 23 | $602 | 0.00% | −39−62.9% | Reduced |
| Fortis Group Advisors, LLC | 25 | $653 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 25 | $653 | 0.00% | +25 | New |
| Colonial Trust Co | 26 | $679 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 26 | $679 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 27 | $705 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $706 | 0.00% | −7,350−99.6% | Reduced |
| Investors Portfolio Services LLC | 28 | $740 | 0.00% | +28 | New |
| Whittier Trust Co of Nevada Inc | 28 | $741 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 31 | $810 | 0.00% | −29−48.3% | Reduced |
| WFA of San Diego, LLC | 36 | $940 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 38 | $993 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 38 | $993 | 0.00% | +29+322.2% | Added |
| Avion Wealth | 56 | $1.00K | 0.00% | −15−21.1% | Reduced |
| Valley National Advisers Inc | 61 | $1.00K | 0.00% | +28+84.8% | Added |
| Bay Harbor Wealth Management, LLC | 39 | $1.02K | 0.00% | +17+77.3% | Added |
| Strategic Wealth Partners, Ltd. | 44 | $1.15K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 47 | $1.23K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 48 | $1.25K | 0.00% | +48 | New |
| American National Bank | 49 | $1.28K | 0.00% | +49 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 53 | $1.39K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 57 | $1.49K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 59 | $1.54K | 0.00% | −26−30.6% | Reduced |
| CoreCap Advisors, LLC | 61 | $1.59K | 0.00% | −4−6.2% | Reduced |
| Basepoint Wealth LLC | 61 | $1.60K | 0.00% | +61 | New |
| Keating Financial Advisory Services, Inc. | 72 | $1.88K | 0.00% | +72 | New |
| TD Private Client Wealth LLC | 73 | $1.91K | 0.00% | −1−1.4% | Reduced |
| Navigoe, LLC | 104 | $2.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 78 | $2.04K | 0.00% | −33−29.7% | Reduced |
| Sound Income Strategies, LLC | 78 | $2.04K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 81 | $2.12K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 81 | $2.12K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 90 | $2.35K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 95 | $2.48K | 0.00% | +95 | New |
| Addison Advisors LLC | 108 | $2.82K | 0.00% | −100−48.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 115 | $3.00K | 0.00% | +15+15.0% | Added |
| Private Trust Co NA | 133 | $3.47K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 138 | $3.60K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 143 | $3.73K | 0.00% | −858−85.7% | Reduced |
| Kilter Group LLC | 148 | $3.87K | 0.00% | +98+196.0% | Added |
| Horizon Financial Services, LLC | 148 | $3.87K | 0.00% | +148 | New |
| Colonial Trust Advisors | 150 | $3.92K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 164 | $4.28K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 169 | $4.41K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 169 | $4.41K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 170 | $4.44K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 178 | $4.65K | 0.00% | −30−14.4% | Reduced |
| Park Place Capital Corp | 181 | $4.73K | 0.00% | −15−7.7% | Reduced |
| LRI Investments, LLC | 186 | $4.86K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 188 | $4.91K | 0.00% | +188 | New |
| Whittier Trust Co | 186 | $4.92K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 202 | $5.00K | 0.00% | +202 | New |
| Cornerstone Financial Management LLC | 206 | $5.38K | 0.01% | +206 | New |
| Grove Bank & Trust | 216 | $5.64K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 220 | $5.75K | 0.00% | +41+22.9% | Added |
| Rossby Financial, LCC | 229 | $5.98K | 0.00% | +54+30.9% | Added |
| Manchester Capital Management LLC | 262 | $6.84K | 0.00% | +252+2,520.0% | Added |
| Bruce G. Allen Investments, LLC | 282 | $7.37K | 0.00% | +254+907.1% | Added |
| SRS Capital Advisors, Inc. | 287 | $7.50K | 0.00% | −171,692−99.8% | Reduced |
| Bell Investment Advisors, Inc | 287 | $7.50K | 0.00% | 00.0% | Unchanged |