| Lumature Wealth Partners, LLC | 270 | $4.50K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 264 | $4.40K | 0.00% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 160 | $4.31K | 0.00% | +160 | New |
| MCF Advisors LLC | 252 | $4.20K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 242 | $4.03K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 242 | $4.03K | 0.00% | +5+2.1% | Added |
| Avion Wealth | 282 | $4.00K | 0.00% | +157+125.6% | Added |
| Brown, Lisle/Cummings, Inc. | 240 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 229 | $3.82K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 223 | $3.71K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 215 | $3.58K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 213 | $3.55K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 210 | $3.50K | 0.00% | +50+31.3% | Added |
| Zions Bancorporation, N.A. | 204 | $3.40K | 0.00% | +204 | New |
| Sanctuary Wealth Management, L.L.C. | 203 | $3.38K | 0.00% | +203 | New |
| Concord Wealth Partners | 202 | $3.37K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 200 | $3.33K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 200 | $3.33K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $3.33K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 200 | $3.33K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $3.33K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 199 | $3.31K | 0.00% | +199 | New |
| ZRC Wealth Management, LLC | 193 | $3.22K | 0.00% | +155+407.9% | Added |
| Tompkins Financial Corp | 190 | $3.17K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 186 | $3.10K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 205 | $3.00K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 175 | $2.92K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 175 | $2.92K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 175 | $2.92K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 170 | $2.83K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 167 | $2.78K | 0.00% | +96+135.2% | Added |
| Register Financial Advisors LLC | 160 | $2.67K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 157 | $2.62K | 0.00% | −500−76.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 155 | $2.58K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 155 | $2.58K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 151 | $2.52K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 150 | $2.50K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 147 | $2.45K | 0.00% | +35+31.3% | Added |
| Massmutual Trust Co FSB | 133 | $2.22K | 0.00% | −42−24.0% | Reduced |
| Westside Investment Management, Inc. | 128 | $2.13K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 126 | $2.10K | 0.00% | +126 | New |
| M&R Capital Management Inc | 125 | $2.08K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 124 | $2.07K | 0.00% | +15+13.8% | Added |
| Winch Advisory Services, LLC | 127 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 117 | $1.95K | 0.00% | −664−85.0% | Reduced |
| Clean Yield Group | 110 | $1.83K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 108 | $1.80K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 106 | $1.77K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 103 | $1.72K | 0.00% | +100+3,333.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1.67K | 0.00% | −26−20.6% | Reduced |
| Washington Trust Co | 100 | $1.67K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $1.67K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $1.67K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 100 | $1.67K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 100 | $1.67K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 97 | $1.62K | 0.00% | +97 | New |
| Venturi Wealth Management, LLC | 90 | $1.50K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 85 | $1.42K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 85 | $1.42K | 0.00% | +85 | New |
| Morton Brown Family Wealth, LLC | 83 | $1.38K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 50 | $1.38K | 0.00% | +50 | New |
| First Horizon Advisors, Inc. | 81 | $1.35K | 0.00% | −5−5.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 80 | $1.18K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 70 | $1.17K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 64 | $1.07K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 100 | $1.00K | 0.00% | −168−62.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 80 | $1.00K | 0.00% | +66+471.4% | Added |
| Quintet Private Bank (Europe) S.A. | 47 | $917 | 0.00% | −8−14.5% | Reduced |
| Piershale Financial Group, Inc. | 55 | $916 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 50 | $833 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 50 | $833 | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 50 | $833 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 50 | $833 | 0.00% | +50 | New |
| First Capital Advisors Group, LLC. | 50 | $833 | 0.00% | +50 | New |
| Cornerstone Planning Group LLC | 47 | $783 | 0.00% | +47 | New |
| Raleigh Capital Management Inc. | 45 | $751 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 44 | $734 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 40 | $666 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 40 | $666 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 45 | $656 | 0.00% | −2,825−98.4% | Reduced |
| Cape Investment Advisory, Inc. | 39 | $650 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 35 | $583 | 0.00% | +35 | New |
| AllSquare Wealth Management LLC | 34 | $506 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 30 | $500 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 30 | $500 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 30 | $500 | 0.00% | +30 | New |
| VisionPoint Advisory Group, LLC | 30 | $500 | 0.00% | +30 | New |
| JJJ Advisors Inc. | 29 | $484 | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 24 | $400 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 22 | $367 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 20 | $333 | 0.00% | 00.0% | Unchanged |
| First Command Bank | 20 | $333 | 0.00% | +20 | New |
| First Command Financial Services, Inc. | 20 | $333 | 0.00% | +20 | New |
| Key Financial Inc | 20 | $333 | 0.00% | +20 | New |
| Center for Financial Planning, Inc. | 19 | $317 | 0.00% | 00.0% | Unchanged |