| Strengthening Families & Communities, LLC | 33 | $0 | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Close Asset Management Ltd | 35 | $0 | 0.00% | +35 | New |
| Wetzel Investment Advisors, Inc. | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $7 | 0.00% | +1 | New |
| Wolverine Asset Management LLC | 2 | $12 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $13 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $13 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 10 | $63 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10 | $63 | 0.00% | +10 | New |
| Cedar Mountain Advisors, LLC | 13 | $82 | 0.00% | +13 | New |
| Concord Wealth Partners | 18 | $113 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 20 | $126 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 20 | $126 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $146 | 0.00% | +18+360.0% | Added |
| Frazier Financial Advisors, LLC | 25 | $158 | 0.00% | +5+25.0% | Added |
| MV Capital Management, Inc. | 26 | $164 | 0.00% | +26 | New |
| North Star Investment Management Corp. | 27 | $170 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 35 | $220 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 40 | $278 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $321 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 52 | $328 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 56 | $352 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 70 | $440 | 0.00% | +70 | New |
| FRG Family Wealth Advisors LLC | 85 | $461 | 0.00% | +85 | New |
| Lowe Wealth Advisors, LLC | 75 | $472 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 76 | $478 | 0.00% | −176−69.8% | Reduced |
| IAG Wealth Partners, LLC | 80 | $503 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 82 | $516 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 88 | $554 | 0.00% | +35+66.0% | Added |
| Missouri Trust & Investment Co | 90 | $566 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 96 | $604 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 100 | $613 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $629 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $629 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $629 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 100 | $629 | 0.00% | +100 | New |
| ICA Group Wealth Management, LLC | 109 | $686 | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 110 | $692 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 117 | $736 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 120 | $754 | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 120 | $755 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 125 | $786 | 0.00% | −1,000−88.9% | Reduced |
| CoreCap Advisors, LLC | 135 | $849 | 0.00% | +135 | New |
| Global Financial Private Client, LLC | 150 | $920 | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 150 | $944 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 152 | $957 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 232 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 107 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 200 | $1.08K | 0.00% | +200 | New |
| Spectrum Wealth Counsel, LLC | 182 | $1.15K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 216 | $1.23K | 0.00% | +116+116.0% | Added |
| BOK Financial Private Wealth, Inc. | 200 | $1.26K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 200 | $1.26K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 200 | $1.26K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 200 | $1.26K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 205 | $1.29K | 0.00% | +205 | New |
| Ronald Blue Trust, Inc. | 225 | $1.42K | 0.00% | −59−20.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 227 | $1.43K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 265 | $1.67K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 283 | $1.78K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 265 | $1.88K | 0.00% | +265 | New |
| Proequities, Inc. | 300 | $1.89K | 0.00% | −100−25.0% | Reduced |
| Baldwin Brothers Inc | 300 | $1.89K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 345 | $2.00K | 0.00% | +96+38.6% | Added |
| Avion Wealth | 164 | $2.00K | 0.00% | +84+105.0% | Added |
| PSI Advisors, LLC | 360 | $2.26K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 376 | $2.37K | 0.00% | +376 | New |
| Anchor Investment Management, LLC | 400 | $2.52K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 400 | $2.52K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 411 | $2.59K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 450 | $2.83K | 0.00% | +450 | New |
| Global Retirement Partners, LLC | 482 | $3.03K | 0.00% | +120+33.1% | Added |
| Pacifica Partners Inc. | 530 | $3.08K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $3.15K | 0.00% | −1,000−66.7% | Reduced |
| Colonial Trust Advisors | 500 | $3.15K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $3.15K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 500 | $3.15K | 0.00% | +500 | New |
| Newbridge Financial Services Group, Inc. | 505 | $3.18K | 0.00% | −95−15.8% | Reduced |
| Principal Securities, Inc. | 517 | $3.25K | 0.00% | −134−20.6% | Reduced |
| Highline Wealth Partners LLC | 525 | $3.30K | 0.00% | +375+250.0% | Added |
| Moser Wealth Advisors, LLC | 540 | $3.40K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 564 | $3.55K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 582 | $3.66K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 598 | $3.76K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 600 | $3.77K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 600 | $3.77K | 0.00% | +600 | New |
| Northwestern Mutual Wealth Management Co | 634 | $3.99K | 0.00% | −65−9.3% | Reduced |
| Valley National Advisers Inc | 740 | $4.00K | 0.00% | +160+27.6% | Added |
| Jamison Private Wealth Management, Inc. | 641 | $4.03K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 650 | $4.09K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 717 | $4.51K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 750 | $4.72K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 774 | $4.87K | 0.00% | +96+14.2% | Added |
| Partnership Wealth Management, LLC | 790 | $4.97K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 848 | $5.33K | 0.00% | +548+182.7% | Added |
| Capital Management Associates, Inc | 25,426 | $5.81K | 0.00% | +25,426 | New |
| Quent Capital, LLC | 980 | $6.16K | 0.00% | −16−1.6% | Reduced |