| Acadian Asset Management LLC | 3 | $0 | 0.00% | −84,564−100.0% | Reduced |
| Centerpoint Advisors, LLC | 20 | $0 | 0.00% | −63−75.9% | Reduced |
| CKW Financial Group | 10 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 32 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| Roble, Belko & Company, Inc | 22 | $0 | 0.00% | +22 | New |
| High Note Wealth, LLC | 1 | $15 | 0.00% | −83−98.8% | Reduced |
| Godsey & Gibb Associates | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 1 | $15 | 0.00% | +1 | New |
| Transce3nd, LLC | 2 | $30 | 0.00% | −13−86.7% | Reduced |
| POM Investment Strategies, LLC | 2 | $30 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $30 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $30 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 2 | $30 | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 2 | $36 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3 | $45 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3 | $45 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3 | $45 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 3 | $47 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 3 | $48 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $59 | 0.00% | +3+300.0% | Added |
| Investment Management Corp | 4 | $60 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 4 | $60 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $60 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 4 | $60 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $60 | 0.00% | +4 | New |
| Avalon Trust Co | 5 | $73 | 0.00% | +5 | New |
| West Financial Advisors, LLC | 5 | $75 | 0.00% | −9−64.3% | Reduced |
| Tower Trust & Investment Co | 6 | $77 | 0.00% | +6 | New |
| Bellwether Advisors, LLC | 6 | $89 | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 11 | $103 | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 8 | $113 | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 8 | $119 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 10 | $132 | 0.00% | +10 | New |
| Mendota Financial Group, LLC | 9 | $136 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 9 | $147 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 10 | $149 | 0.00% | −60−85.7% | Reduced |
| PSI Advisors, LLC | 10 | $149 | 0.00% | −15−60.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 10 | $149 | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10 | $149 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $149 | 0.00% | +10 | New |
| MJT & Associates Financial Advisory Group, Inc. | 10 | $149 | 0.00% | +10 | New |
| Perkins Coie Trust Co | 11 | $163 | 0.00% | +11 | New |
| Oakworth Capital, Inc. | 11 | $164 | 0.00% | −14−56.0% | Reduced |
| Essex Investment Management Co LLC | 11 | $164 | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 11 | $164 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 12 | $179 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 12 | $184 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 12 | $191 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $194 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 14 | $198 | 0.00% | +14 | New |
| Lowe Wealth Advisors, LLC | 15 | $223 | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 15 | $223 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 15 | $226 | 0.00% | −50−76.9% | Reduced |
| Graney & King, LLC | 15 | $226 | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 16 | $239 | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 17 | $253 | 0.00% | +17 | New |
| Newbridge Financial Services Group, Inc. | 19 | $283 | 0.00% | −5−20.8% | Reduced |
| True Wealth Design, LLC | 19 | $283 | 0.00% | +19 | New |
| Asset Planning,Inc | 20 | $298 | 0.00% | −1,013−98.1% | Reduced |
| Country Trust Bank | 20 | $298 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 20 | $298 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 20 | $298 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $298 | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 20 | $298 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 21 | $313 | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 22 | $328 | 0.00% | −3−12.0% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 23 | $342 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 23 | $342 | 0.00% | +23 | New |
| Dunhill Financial, LLC | 24 | $351 | 0.00% | −15−38.5% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 24 | $357 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 24 | $358 | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 25 | $372 | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 25 | $372 | 0.00% | +25 | New |
| Strategic Investment Solutions, Inc. | 25 | $373 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 26 | $380 | 0.00% | −25−49.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 26 | $387 | 0.00% | +26 | New |
| Cornerstone Planning Group LLC | 34 | $388 | 0.00% | −26−43.3% | Reduced |
| Kozak & Associates, Inc. | 35 | $398 | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 27 | $402 | 0.00% | +3+12.5% | Added |
| Kiker Wealth Management, LLC | 27 | $402 | 0.00% | +27 | New |
| Quest Partners LLC | 28 | $417 | 0.00% | −9,260−99.7% | Reduced |
| Vermillion Wealth Management, Inc. | 30 | $439 | 0.00% | +1+3.4% | Added |
| Colonial Trust Co | 30 | $447 | 0.00% | −64−68.1% | Reduced |
| Tradewinds Capital Management, LLC | 30 | $447 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 30 | $447 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 30 | $448 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 31 | $462 | 0.00% | +31 | New |
| SWAN Capital LLC | 32 | $476 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 32 | $477 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 32 | $477 | 0.00% | +22+220.0% | Added |
| Abound Wealth Management | 33 | $488 | 0.00% | −6−15.4% | Reduced |
| Bank of New Hampshire | 33 | $491 | 0.00% | +33 | New |
| SJS Investment Consulting Inc. | 33 | $492 | 0.00% | +15+83.3% | Added |
| Chesapeake Asset Management LLC | 35 | $521 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $521 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 35 | $524 | 0.00% | +8+29.6% | Added |
| Optimum Investment Advisors | 36 | $536 | 0.00% | 00.0% | Unchanged |
| Motco | 36 | $536 | 0.00% | +28+350.0% | Added |