| Bollard Group LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 6 | $0 | 0.00% | +6 | New |
| Evolution Advisers, Inc. | 15 | $0 | 0.00% | +15 | New |
| Navigoe, LLC | 9 | $0 | 0.00% | +9 | New |
| Addison Advisors LLC | 0 | $6 | 0.00% | 0 | New |
| Raffa Wealth Management, LLC | 1 | $31 | 0.00% | −4−80.0% | Reduced |
| Fairman Group, LLC | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $63 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $68 | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 3 | $93 | 0.00% | +3 | New |
| GHP Investment Advisors, Inc. | 5 | $156 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5 | $156 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 5 | $156 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $156 | 0.00% | +5 | New |
| Tompkins Financial Corp | 6 | $187 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 6 | $187 | 0.00% | +6 | New |
| HM Payson & Co | 7 | $218 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $249 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 8 | $249 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 8 | $249 | 0.00% | +8 | New |
| Holos Integrated Wealth LLC | 8 | $259 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 9 | $280 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 9 | $280 | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 9 | $280 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $311 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $311 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 11 | $342 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $343 | 0.00% | −7−38.9% | Reduced |
| Gilpin Wealth Management, LLC | 15 | $467 | 0.00% | −9−37.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 16 | $497 | 0.00% | +16 | New |
| St Germain D J Co Inc | 16 | $498 | 0.00% | 00.0% | Unchanged |
| Trust Co | 16 | $498 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 16 | $498 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 16 | $498 | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 16 | $507 | 0.00% | +16 | New |
| West Branch Capital LLC | 17 | $529 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 17 | $529 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 17 | $529 | 0.00% | +17 | New |
| Cape Investment Advisory, Inc. | 18 | $560 | 0.00% | +18 | New |
| Valley National Advisers Inc | 20 | $622 | 0.00% | +20 | New |
| Downshift Financial, LLC | 20 | $622 | 0.00% | +20 | New |
| Rakuten Securities, Inc. | 21 | $653 | 0.00% | +21 | New |
| Sachetta, LLC | 21 | $654 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 21 | $654 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 21 | $654 | 0.00% | +6+40.0% | Added |
| Ankerstar Wealth, LLC | 24 | $746 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 24 | $746 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $747 | 0.00% | −6−20.0% | Reduced |
| Hollencrest Capital Management | 25 | $778 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 25 | $778 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 25 | $778 | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 26 | $809 | 0.00% | +26 | New |
| SHP Wealth Management | 28 | $871 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 29 | $902 | 0.00% | −7−19.4% | Reduced |
| Manchester Capital Management LLC | 30 | $933 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $996 | 0.00% | −6−15.8% | Reduced |
| Southern Michigan Bank & Trust | 33 | $1.03K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 40 | $1.24K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 41 | $1.27K | 0.00% | −45−52.3% | Reduced |
| Horrell Capital Management, Inc. | 41 | $1.27K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 42 | $1.31K | 0.00% | +21+100.0% | Added |
| WPG Advisers, LLC | 43 | $1.34K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 44 | $1.37K | 0.00% | +44 | New |
| Plante Moran Financial Advisors, LLC | 47 | $1.46K | 0.00% | +47 | New |
| PFS Partners, LLC | 50 | $1.55K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 50 | $1.59K | 0.00% | +50 | New |
| Manning & Napier Advisors LLC | 55 | $1.66K | 0.00% | +55 | New |
| High Note Wealth, LLC | 54 | $1.68K | 0.00% | −58−51.8% | Reduced |
| Creative Capital Management Investments LLC | 55 | $1.71K | 0.00% | +55 | New |
| Game Plan Financial Advisors, LLC | 56 | $1.74K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 58 | $1.80K | 0.00% | −386−86.9% | Reduced |
| Geneos Wealth Management Inc. | 60 | $1.87K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 62 | $1.93K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 63 | $1.96K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 65 | $2.02K | 0.00% | +65 | New |
| Retirement Wealth Solutions LLC | 66 | $2.05K | 0.00% | −22−25.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 68 | $2.12K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 70 | $2.18K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 74 | $2.30K | 0.00% | −170−69.7% | Reduced |
| IFG Advisory, LLC | 74 | $2.30K | 0.00% | +74 | New |
| Boyd Watterson Asset Management LLC | 78 | $2.43K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $2.49K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 83 | $2.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 83 | $2.58K | 0.00% | −53−39.0% | Reduced |
| South State Corp. | 83 | $2.58K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 85 | $2.64K | 0.00% | −244−74.2% | Reduced |
| Pacific Center for Financial Services | 85 | $2.64K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 86 | $2.68K | 0.00% | +4+4.9% | Added |
| Salem Investment Counselors Inc | 87 | $2.71K | 0.00% | −1−1.1% | Reduced |
| Massmutual Trust Co FSB | 88 | $2.74K | 0.00% | +62+238.5% | Added |
| International Assets Investment Management, LLC | 92 | $2.86K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 93 | $2.89K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 94 | $2.92K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 97 | $3.02K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 99 | $3.08K | 0.00% | −28−22.0% | Reduced |
| Ameritas Advisory Services, LLC | 99 | $3.08K | 0.00% | +99 | New |