| Avion Wealth | 80 | $0 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2 | $15 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $16 | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2 | $16 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 4 | $32 | 0.00% | −20−83.3% | Reduced |
| SJS Investment Consulting Inc. | 5 | $40 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 8 | $58 | 0.00% | +8 | New |
| Bradley & Co. Private Wealth Management, LLC | 10 | $80 | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 15 | $120 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 19 | $152 | 0.00% | +19 | New |
| Baystate Wealth Management LLC | 25 | $200 | 0.00% | +25 | New |
| 25 LLC | 20 | $203 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 27 | $216 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 30 | $240 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 30 | $240 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 30 | $240 | 0.00% | +30 | New |
| AdvisorNet Financial, Inc | 36 | $288 | 0.00% | −79−68.7% | Reduced |
| Gradient Investments LLC | 41 | $328 | 0.00% | +41 | New |
| TFC Financial Management | 45 | $360 | 0.00% | +45 | New |
| Salem Investment Counselors Inc | 52 | $416 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 75 | $599 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 76 | $607 | 0.00% | +76 | New |
| Missouri Trust & Investment Co | 90 | $719 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 96 | $767 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $799 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $799 | 0.00% | +100 | New |
| Cornerstone Planning Group LLC | 100 | $799 | 0.00% | +100 | New |
| Robinswood Financial LLC | 100 | $799 | 0.00% | +100 | New |
| West Oak Capital, LLC | 107 | $855 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 109 | $871 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 109 | $871 | 0.00% | +29+36.3% | Added |
| Hartford Financial Management Inc. | 110 | $879 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 120 | $900 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 115 | $919 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 118 | $943 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 120 | $957 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 117 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 152 | $1.22K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 150 | $1.24K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 160 | $1.28K | 0.00% | −1,240−88.6% | Reduced |
| Farther Finance Advisors, LLC | 171 | $1.37K | 0.00% | +110+180.3% | Added |
| Private Trust Co NA | 173 | $1.38K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 200 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 200 | $1.60K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 200 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 221 | $1.77K | 0.00% | −208−48.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 221 | $1.77K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 250 | $1.98K | 0.00% | +250 | New |
| Bessemer Group Inc | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 265 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 233 | $2.00K | 0.00% | +118+102.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 227 | $2.00K | 0.00% | +227 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 290 | $2.32K | 0.00% | −80−21.6% | Reduced |
| First Manhattan Co | 300 | $2.40K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $2.40K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 302 | $2.41K | 0.00% | +100+49.5% | Added |
| Strategic Investment Solutions, Inc. | 400 | $2.62K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 340 | $2.71K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 358 | $2.86K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 360 | $2.88K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 373 | $2.98K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 394 | $3.15K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 400 | $3.20K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 400 | $3.20K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 400 | $3.20K | 0.00% | +400 | New |
| Stephens Consulting, LLC | 411 | $3.28K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 433 | $3.46K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 437 | $3.49K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 482 | $3.85K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 540 | $4.32K | 0.00% | +540 | New |
| Pacifica Partners Inc. | 530 | $4.56K | 0.00% | +530 | New |
| SOA Wealth Advisors, LLC. | 582 | $4.65K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 610 | $4.87K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 611 | $4.88K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 623 | $4.98K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 609 | $5.00K | 0.00% | +400+191.4% | Added |
| WealthPlan Investment Management, LLC | 628 | $5.02K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 648 | $5.18K | 0.00% | +113+21.1% | Added |
| Beaird Harris Wealth Management, LLC | 650 | $5.19K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 720 | $5.75K | 0.01% | +161+28.8% | Added |
| Cassady Schiller Wealth Management, LLC | 750 | $5.99K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 762 | $6.00K | 0.00% | −5−0.7% | Reduced |
| Asset Dedication, LLC | 702 | $6.00K | 0.00% | +702 | New |
| Baker Avenue Asset Management, LP | 804 | $6.42K | 0.00% | −60−6.9% | Reduced |
| Parkside Financial Bank & Trust | 818 | $6.54K | 0.00% | −461−36.0% | Reduced |
| Quent Capital, LLC | 828 | $6.62K | 0.00% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 866 | $6.92K | 0.00% | +866 | New |
| Huntington National Bank | 899 | $7.18K | 0.00% | +761+551.4% | Added |
| CVA Family Office, LLC | 905 | $7.23K | 0.00% | −855−48.6% | Reduced |
| Central Bank & Trust Co | 950 | $7.59K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $7.59K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 957 | $7.65K | 0.00% | −5,764−85.8% | Reduced |
| Cowen Prime Advisors LLC | 1,000 | $7.99K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,000 | $7.99K | 0.01% | +1,000 | New |
| Larson Financial Group LLC | 1,075 | $8.59K | 0.00% | −86−7.4% | Reduced |
| Albion Financial Group | 1,103 | $8.81K | 0.00% | 00.0% | Unchanged |