| Strengthening Families & Communities, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 17,198 | $18 | 0.00% | +17,198 | New |
| Strategic Investment Solutions, Inc. | 1 | $167 | 0.00% | −41−97.6% | Reduced |
| Motco | 1 | $176 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $176 | 0.00% | +1 | New |
| AllSquare Wealth Management LLC | 2 | $317 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2 | $352 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2 | $352 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $352 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2 | $352 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $352 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 3 | $528 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 3 | $528 | 0.00% | +3 | New |
| 25 LLC | 3 | $553 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 176 | $840 | 0.00% | +176 | New |
| Sound Income Strategies, LLC | 5 | $880 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5 | $880 | 0.00% | +5 | New |
| Horan Securities, Inc. | 6 | $1.03K | 0.00% | +1+20.0% | Added |
| Versant Capital Management, Inc | 6 | $1.06K | 0.00% | +6 | New |
| Crewe Advisors LLC | 7 | $1.23K | 0.00% | −15−68.2% | Reduced |
| PayPay Securities Corp | 7 | $1.23K | 0.08% | −8−53.3% | Reduced |
| JFS Wealth Advisors, LLC | 7 | $1.23K | 0.00% | −1−12.5% | Reduced |
| Lee Financial Co | 7 | $1.23K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 7 | $1.23K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 7 | $1.23K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8 | $1.41K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 8 | $1.41K | 0.00% | +8 | New |
| Plante Moran Financial Advisors, LLC | 9 | $1.58K | 0.00% | +9 | New |
| Sugarloaf Wealth Management, LLC | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 11 | $1.94K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 11 | $1.94K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 11 | $1.94K | 0.00% | 00.0% | Unchanged |
| City State Bank | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $2.00K | 0.00% | +12 | New |
| Silicon Valley Capital Partners | 12 | $2.10K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 12 | $2.11K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 12 | $2.11K | 0.00% | +5+71.4% | Added |
| Evermay Wealth Management LLC | 14 | $2.46K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 14 | $2.46K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 15 | $2.64K | 0.00% | −62−80.5% | Reduced |
| Farmers & Merchants Investments Inc | 15 | $2.64K | 0.00% | −5−25.0% | Reduced |
| Buck Wealth Strategies, LLC | 15 | $2.64K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 16 | $2.82K | 0.00% | −144−90.0% | Reduced |
| Baker Avenue Asset Management, LP | 16 | $2.82K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 17 | $2.99K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 16 | $3.00K | 0.00% | −50−75.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 18 | $3.17K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 18 | $3.17K | 0.00% | −10−35.7% | Reduced |
| Prestige Wealth Management Group LLC | 18 | $3.17K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $3.34K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $3.34K | 0.00% | +19 | New |
| Riggs Asset Managment Co. Inc. | 20 | $3.52K | 0.00% | −1−4.8% | Reduced |
| Clean Yield Group | 20 | $3.52K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 20 | $3.52K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 20 | $3.52K | 0.00% | +20 | New |
| Stone House Investment Management, LLC | 21 | $3.70K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 23 | $4.05K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 23 | $4.05K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 24 | $4.22K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 25 | $4.40K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $4.40K | 0.00% | +25 | New |
| Beaird Harris Wealth Management, LLC | 25 | $4.40K | 0.00% | +25 | New |
| Atticus Wealth Management, LLC | 26 | $4.58K | 0.00% | −70−72.9% | Reduced |
| Focused Wealth Management, Inc | 27 | $4.75K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 27 | $4.75K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 28 | $4.93K | 0.00% | +1+3.7% | Added |
| Benjamin Edwards Inc | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 30 | $5.28K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 33 | $5.81K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 33 | $5.81K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 34 | $5.98K | 0.00% | +4+13.3% | Added |
| Bank of New Hampshire | 35 | $6.16K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 35 | $6.16K | 0.00% | +5+16.7% | Added |
| Intrepid Capital Management Inc | 35 | $6.16K | 0.00% | +35 | New |
| Cape Investment Advisory, Inc. | 37 | $6.51K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 40 | $7.04K | 0.00% | −75−65.2% | Reduced |
| Washington Trust Co | 40 | $7.04K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 40 | $7.04K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 40 | $7.04K | 0.00% | −465−92.1% | Reduced |
| WFA Asset Management Corp | 40 | $7.04K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 40 | $7.09K | 0.00% | −3−7.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41 | $7.21K | 0.00% | +5+13.9% | Added |
| Park Place Capital Corp | 42 | $7.39K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 45 | $7.91K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 45 | $7.92K | 0.01% | −9−16.7% | Reduced |
| Massmutual Trust Co FSB | 46 | $8.10K | 0.00% | +25+119.0% | Added |
| SOA Wealth Advisors, LLC. | 48 | $8.45K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 48 | $8.45K | 0.00% | +48 | New |
| Coastal Capital Group, Inc. | 50 | $8.80K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 50 | $9.00K | 0.00% | +50 | New |
| Ulland Investment Advisors, LLC | 50 | $9.00K | 0.01% | +50 | New |
| Key Financial Inc | 52 | $9.15K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 54 | $9.49K | 0.00% | +54 | New |
| Bellevue Asset Management, LLC | 55 | $9.68K | 0.01% | +10+22.2% | Added |
| FinTrust Capital Advisors, LLC | 69 | $9.90K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 58 | $10.2K | 0.00% | −112−65.9% | Reduced |