| Ogorek Anthony Joseph | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 7 | $0 | 0.00% | +7 | New |
| Silver Grove Financial Group, Inc. | 1 | $37 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $74 | 0.00% | −1−33.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 2 | $74 | 0.00% | +2 | New |
| Mosley Wealth Management | 2 | $74 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 3 | $112 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 3 | $112 | 0.00% | +3 | New |
| GHP Investment Advisors, Inc. | 5 | $186 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $187 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $223 | 0.00% | +5+500.0% | Added |
| Creative Financial Designs Inc | 6 | $224 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 7 | $260 | 0.00% | +7 | New |
| Planning Strategies Inc. | 7 | $260 | 0.00% | +7 | New |
| Prestige Wealth Management Group LLC | 7 | $261 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $296 | 0.00% | +8 | New |
| Activest Wealth Management | 9 | $335 | 0.00% | +9 | New |
| SBI Securities Co., Ltd. | 10 | $372 | 0.00% | −8−44.4% | Reduced |
| Silicon Valley Capital Partners | 10 | $374 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 10 | $382 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 12 | $444 | 0.00% | −788−98.5% | Reduced |
| Quaker Wealth Management, LLC | 13 | $484 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 13 | $484 | 0.00% | +13 | New |
| Bare Financial Services, Inc | 14 | $521 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 14 | $521 | 0.00% | +6+75.0% | Added |
| Mascoma Wealth Management LLC | 14 | $521 | 0.00% | +14 | New |
| Addison Advisors LLC | 16 | $596 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 17 | $628 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 17 | $632 | 0.00% | −185−91.6% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 17 | $632 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 18 | $669 | 0.00% | +11+157.1% | Added |
| Retirement Wealth Solutions LLC | 23 | $856 | 0.00% | −3−11.5% | Reduced |
| Financial Management Professionals, Inc. | 24 | $893 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 25 | $930 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 25 | $930 | 0.00% | +20+400.0% | Added |
| NBT Bank N A | 26 | $967 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 32 | $1.19K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $1.26K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 34 | $1.26K | 0.00% | +14+70.0% | Added |
| Manning & Napier Advisors LLC | 35 | $1.27K | 0.00% | +35 | New |
| Cromwell Holdings LLC | 39 | $1.45K | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 40 | $1.49K | 0.00% | +40 | New |
| Financial Network Wealth Advisors LLC | 41 | $1.52K | 0.00% | +4+10.8% | Added |
| Cornerstone Financial Management LLC | 41 | $1.52K | 0.00% | +27+192.9% | Added |
| Bay Harbor Wealth Management, LLC | 42 | $1.56K | 0.00% | −6−12.5% | Reduced |
| Kilter Group LLC | 42 | $1.56K | 0.00% | +42 | New |
| Bruce G. Allen Investments, LLC | 44 | $1.64K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 45 | $1.67K | 0.00% | +27+150.0% | Added |
| Principia Wealth Advisory, LLC | 49 | $1.82K | 0.00% | +5+11.4% | Added |
| Fairscale Capital, LLC | 50 | $1.86K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 50 | $1.86K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 52 | $1.93K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 63 | $2.00K | 0.00% | +46+270.6% | Added |
| Torren Management, LLC | 61 | $2.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 59 | $2.29K | 0.00% | +36+156.5% | Added |
| Valued Wealth Advisors LLC | 69 | $2.58K | 0.00% | +2+3.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 82 | $3.05K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 82 | $3.05K | 0.00% | +82 | New |
| Manchester Capital Management LLC | 87 | $3.24K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 88 | $3.27K | 0.00% | +88 | New |
| Whittier Trust Co of Nevada Inc | 89 | $3.37K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 98 | $3.65K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 112 | $4.17K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 116 | $4.32K | 0.00% | −249−68.2% | Reduced |
| Byrne Asset Management LLC | 130 | $4.83K | 0.00% | −200−60.6% | Reduced |
| Harbour Investments, Inc. | 153 | $5.69K | 0.00% | +1+0.7% | Added |
| Action Point Financial Planning, LLC | 174 | $6.40K | 0.00% | +174 | New |
| Picton Mahoney Asset Management | 194 | $7.21K | 0.00% | +194 | New |
| Farmers & Merchants Investments Inc | 210 | $7.81K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 210 | $7.82K | 0.00% | +5+2.4% | Added |
| True Wealth Design, LLC | 217 | $8.07K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 238 | $8.85K | 0.00% | −24−9.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 242 | $9.00K | 0.00% | +5+2.1% | Added |
| Owl Creek Wealth Partners LLC | 243 | $9.04K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 257 | $9.55K | 0.00% | +57+28.5% | Added |
| Meeder Asset Management Inc | 271 | $10.1K | 0.00% | −241−47.1% | Reduced |
| Persistent Asset Partners Ltd | 277 | $10.3K | 0.00% | −11,457−97.6% | Reduced |
| Sachetta, LLC | 280 | $10.4K | 0.01% | +131+87.9% | Added |
| CVA Family Office, LLC | 298 | $11.1K | 0.00% | −62−17.2% | Reduced |
| Albion Financial Group | 300 | $11.2K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 300 | $11.2K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 304 | $11.3K | 0.00% | +180+145.2% | Added |
| Anchor Investment Management, LLC | 350 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 350 | $13.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 379 | $14.1K | 0.00% | +16+4.4% | Added |
| Vanguard National Trust Co | 390 | $14.5K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 403 | $15.0K | 0.01% | +1+0.2% | Added |
| Smithfield Trust Co | 400 | $15.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 413 | $15.4K | 0.00% | +28+7.3% | Added |
| Massmutual Trust Co FSB | 426 | $15.8K | 0.00% | +7+1.7% | Added |
| JFS Wealth Advisors, LLC | 486 | $18.1K | 0.00% | +2+0.4% | Added |
| Mather Group, LLC. | 500 | $18.6K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 500 | $18.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 572 | $21.3K | 0.00% | +558+3,985.7% | Added |
| Eastern Bank | 575 | $21.4K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 596 | $22.2K | 0.00% | +558+1,468.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 707 | $26.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 750 | $27.9K | 0.00% | +11+1.5% | Added |
| Basepoint Wealth LLC | 768 | $28.5K | 0.02% | −101−11.6% | Reduced |