| Bollard Group LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 8 | $0 | 0.00% | +8 | New |
| City State Bank | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1 | $22 | 0.00% | +1 | New |
| Evolution Wealth Management Inc. | 1 | $22 | 0.00% | +1 | New |
| Fairman Group, LLC | 2 | $44 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $52 | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 3 | $66 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 4 | $83 | 0.00% | +4 | New |
| Rosenberg Matthew Hamilton | 5 | $110 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $110 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 5 | $110 | 0.00% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 5 | $110 | 0.00% | +5 | New |
| Birchbrook, Inc. | 5 | $111 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 6 | $132 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 6 | $132 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 7 | $155 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 8 | $176 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $176 | 0.00% | +5+166.7% | Added |
| Abound Wealth Management | 8 | $177 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $177 | 0.00% | +8 | New |
| Holos Integrated Wealth LLC | 8 | $218 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $220 | 0.00% | +7+233.3% | Added |
| Creative Financial Designs Inc | 10 | $221 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $221 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 10 | $221 | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 11 | $243 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 11 | $243 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 12 | $262 | 0.00% | −39−76.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 13 | $286 | 0.00% | +1+8.3% | Added |
| First Command Advisory Services, Inc. | 15 | $331 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 16 | $353 | 0.00% | −16−50.0% | Reduced |
| PFS Partners, LLC | 16 | $353 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $353 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 16 | $353 | 0.00% | +16 | New |
| Fortis Group Advisors, LLC | 17 | $375 | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 17 | $375 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 17 | $376 | 0.00% | −20−54.1% | Reduced |
| Cape Investment Advisory, Inc. | 18 | $397 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $420 | 0.00% | −11−36.7% | Reduced |
| Sachetta, LLC | 21 | $465 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 23 | $507 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 24 | $530 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $552 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $552 | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 25 | $552 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 25 | $552 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 25 | $552 | 0.00% | +25 | New |
| Manitou Investment Management Ltd. | 27 | $596 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 29 | $640 | 0.00% | +5+20.8% | Added |
| Private Trust Co NA | 30 | $662 | 0.00% | −33−52.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 33 | $728 | 0.00% | +33 | New |
| North Capital, Inc. | 36 | $794 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 34 | $809 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 40 | $882 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 34 | $928 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 43 | $949 | 0.00% | +27+168.8% | Added |
| Newbridge Financial Services Group, Inc. | 43 | $949 | 0.00% | +33+330.0% | Added |
| Picton Mahoney Asset Management | 61 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 100 | $1.00K | 0.00% | +100 | New |
| Sunbelt Securities, Inc. | 44 | $1.01K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 51 | $1.13K | 0.00% | +51 | New |
| Fortitude Family Office, LLC | 56 | $1.24K | 0.00% | −61−52.1% | Reduced |
| Game Plan Financial Advisors, LLC | 56 | $1.24K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 58 | $1.28K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 60 | $1.32K | 0.00% | +60 | New |
| ESL Trust Services, LLC | 62 | $1.37K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 63 | $1.39K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 66 | $1.46K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 66 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 69 | $1.52K | 0.00% | −672−90.7% | Reduced |
| Private Wealth Management Group, LLC | 70 | $1.54K | 0.00% | −127−64.5% | Reduced |
| Global Retirement Partners, LLC | 71 | $1.57K | 0.00% | +71 | New |
| Richardson Capital Management LLC | 83 | $1.83K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 83 | $1.83K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 85 | $1.88K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 88 | $1.94K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 89 | $1.96K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 85 | $1.97K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 90 | $1.99K | 0.00% | −494−84.6% | Reduced |
| CX Institutional | 109 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 82 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 91 | $2.01K | 0.00% | +79+658.3% | Added |
| Farmers & Merchants Investments Inc | 93 | $2.05K | 0.00% | −10−9.7% | Reduced |
| TD Private Client Wealth LLC | 93 | $2.05K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 93 | $2.05K | 0.00% | +83+830.0% | Added |
| Bogart Wealth, LLC | 97 | $2.14K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 99 | $2.18K | 0.00% | +99 | New |
| CIBC Private Wealth Group, LLC | 105 | $2.32K | 0.00% | −16−13.2% | Reduced |
| Kestra Investment Management, LLC | 105 | $2.32K | 0.00% | +105 | New |
| Compagnie Lombard Odier SCmA | 106 | $2.34K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 115 | $2.54K | 0.00% | +21+22.3% | Added |
| FSA Wealth Management LLC | 119 | $2.63K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 120 | $2.65K | 0.00% | −26−17.8% | Reduced |
| True Wealth Design, LLC | 121 | $2.67K | 0.00% | +107+764.3% | Added |
| JFS Wealth Advisors, LLC | 123 | $2.71K | 0.00% | +67+119.6% | Added |
| AllSquare Wealth Management LLC | 127 | $2.80K | 0.00% | 00.0% | Unchanged |