| Hantz Financial Services, Inc. | 220 | $0 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 52 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 37 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 110 | $0 | 0.00% | +110 | New |
| HHM Wealth Advisors, LLC | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $5 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2 | $5 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2 | $5 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 2 | $5 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $7 | 0.00% | −3−50.0% | Reduced |
| MCF Advisors LLC | 5 | $12 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 9 | $20 | 0.00% | +9 | New |
| New England Capital Financial Advisors LLC | 9 | $21 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 10 | $23 | 0.00% | +10 | New |
| Private Wealth Management Group, LLC | 11 | $25 | 0.00% | −620−98.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 16 | $37 | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 21 | $47 | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 22 | $50 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 25 | $57 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 38 | $86 | 0.00% | −25−39.7% | Reduced |
| Capital Performance Advisors LLP | 38 | $86 | 0.00% | +38 | New |
| Lam Group, Inc. | 40 | $90 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 47 | $107 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $113 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 50 | $113 | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 50 | $113 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 55 | $124 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 55 | $125 | 0.00% | −40−42.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 58 | $131 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 66 | $149 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 67 | $151 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 70 | $158 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 82 | $186 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 83 | $188 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 90 | $204 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 92 | $208 | 0.00% | −239−72.2% | Reduced |
| Cornerstone Planning Group LLC | 100 | $213 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 95 | $215 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 98 | $221 | 0.00% | −397−80.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 105 | $224 | 0.00% | −2,095−95.2% | Reduced |
| Strengthening Families & Communities, LLC | 100 | $226 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 100 | $226 | 0.00% | +100 | New |
| Northwest Financial Advisors | 100 | $226 | 0.00% | +100 | New |
| Frazier Financial Advisors, LLC | 102 | $231 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 116 | $262 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 120 | $271 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 124 | $281 | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 131 | $295 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 132 | $298 | 0.00% | +132 | New |
| CNB Bank | 150 | $339 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 150 | $339 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 100 | $344 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 154 | $348 | 0.03% | −98−38.9% | Reduced |
| Cedar Mountain Advisors, LLC | 156 | $353 | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 158 | $355 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 173 | $391 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 190 | $430 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 192 | $434 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 200 | $452 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 200 | $452 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 235 | $472 | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 224 | $507 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 242 | $547 | 0.00% | +242 | New |
| Global Financial Private Client, LLC | 250 | $565 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 252 | $570 | 0.00% | +113+81.3% | Added |
| Russell Investments Group, Ltd. | 271 | $612 | 0.00% | −48,268−99.4% | Reduced |
| Coastline Trust Co | 275 | $622 | 0.00% | +275 | New |
| Spire Wealth Management | 300 | $678 | 0.00% | −1−0.3% | Reduced |
| Insight Financial Services | 300 | $678 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 350 | $791 | 0.00% | −64−15.5% | Reduced |
| Bryn Mawr Trust Co | 350 | $791 | 0.00% | +350 | New |
| Stephens Consulting, LLC | 355 | $803 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 400 | $824 | 0.00% | +400 | New |
| Quent Capital, LLC | 380 | $859 | 0.00% | −608−61.5% | Reduced |
| BFSG, LLC | 382 | $864 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 400 | $904 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 402 | $906 | 0.00% | +100+33.1% | Added |
| Cape Investment Advisory, Inc. | 402 | $909 | 0.00% | −200−33.2% | Reduced |
| Operose Advisors LLC | 423 | $956 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 427 | $965 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 440 | $994 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 440 | $994 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 575 | $1.00K | 0.00% | −8,000−93.3% | Reduced |
| Capital Advisors, Ltd. LLC | 356 | $1.00K | 0.00% | +205+135.8% | Added |
| Avion Wealth | 521 | $1.00K | 0.00% | +213+69.2% | Added |
| Sunbelt Securities, Inc. | 480 | $1.08K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 490 | $1.11K | 0.00% | +2+0.4% | Added |
| Rothschild Investment LLC | 505 | $1.14K | 0.00% | +330+188.6% | Added |
| Investors Research Corp | 509 | $1.15K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 510 | $1.15K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 544 | $1.23K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 611 | $1.26K | 0.00% | −414−40.4% | Reduced |
| Bogart Wealth, LLC | 570 | $1.29K | 0.00% | +100+21.3% | Added |
| Johnson Financial Group, Inc. | 575 | $1.30K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 596 | $1.35K | 0.00% | −232−28.0% | Reduced |
| Godsey & Gibb Associates | 600 | $1.36K | 0.00% | +600 | New |
| Creekmur Asset Management LLC | 601 | $1.36K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 630 | $1.42K | 0.00% | 00.0% | Unchanged |