| Hemington Wealth Management | 8 | $0 | 0.00% | −17−68.0% | Reduced |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 1 | $22 | 0.00% | +1 | New |
| Cranbrook Wealth Management, LLC | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $44 | 0.00% | +1+100.0% | Added |
| Parkworth Wealth Management, Inc. | 2 | $45 | 0.00% | −3−60.0% | Reduced |
| Rialto Wealth Management, LLC | 2 | $45 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 6 | $134 | 0.00% | −1−14.3% | Reduced |
| Salem Investment Counselors Inc | 6 | $134 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 6 | $134 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $134 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 7 | $156 | 0.00% | +7 | New |
| Main Street Group, LTD | 7 | $156 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $157 | 0.00% | −5−41.7% | Reduced |
| MPWM Advisory Solutions, LLC | 8 | $178 | 0.00% | −15−65.2% | Reduced |
| Garde Capital, Inc. | 10 | $224 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 12 | $268 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 12 | $268 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 13 | $279 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 15 | $335 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 15 | $335 | 0.00% | +15 | New |
| Signaturefd, LLC | 17 | $379 | 0.00% | −39−69.6% | Reduced |
| Holos Integrated Wealth LLC | 20 | $411 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 20 | $446 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $446 | 0.00% | +20 | New |
| Medallion Wealth Advisors, LLC | 24 | $556 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 26 | $581 | 0.00% | −118−81.9% | Reduced |
| Wolff Wiese Magana LLC | 26 | $581 | 0.00% | −22−45.8% | Reduced |
| TD Private Client Wealth LLC | 27 | $602 | 0.00% | +20+285.7% | Added |
| Assetmark, Inc | 28 | $625 | 0.00% | −47−62.7% | Reduced |
| JFS Wealth Advisors, LLC | 29 | $647 | 0.00% | −3−9.4% | Reduced |
| Contravisory Investment Management, Inc. | 30 | $669 | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 32 | $714 | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 33 | $736 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 35 | $781 | 0.00% | +29+483.3% | Added |
| Whipplewood Advisors, LLC | 36 | $804 | 0.00% | −18−33.3% | Reduced |
| Sunbelt Securities, Inc. | 27 | $841 | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 40 | $892 | 0.00% | +25+166.7% | Added |
| CVA Family Office, LLC | 47 | $1.05K | 0.00% | +47 | New |
| Farmers & Merchants Investments Inc | 50 | $1.12K | 0.00% | −29−36.7% | Reduced |
| First Horizon Advisors, Inc. | 50 | $1.12K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 57 | $1.27K | 0.00% | +31+119.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 57 | $1.27K | 0.00% | +57 | New |
| Key Financial Inc | 59 | $1.32K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 62 | $1.38K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 62 | $1.38K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 64 | $1.40K | 0.00% | −137−68.2% | Reduced |
| Center for Financial Planning, Inc. | 64 | $1.43K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 64 | $1.43K | 0.00% | +14+28.0% | Added |
| Community Bank, N.A. | 68 | $1.52K | 0.00% | +68 | New |
| Bogart Wealth, LLC | 69 | $1.54K | 0.00% | −47−40.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 71 | $1.58K | 0.00% | +41+136.7% | Added |
| Jones Financial Companies LLLP | 75 | $1.64K | 0.00% | −1,676−95.7% | Reduced |
| Darwin Advisors, LLC | 74 | $1.65K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 75 | $1.67K | 0.00% | +22+41.5% | Added |
| UMA Financial Services, Inc. | 75 | $1.67K | 0.00% | +49+188.5% | Added |
| Scarborough Advisors, LLC | 76 | $1.70K | 0.00% | +76 | New |
| Sound Income Strategies, LLC | 78 | $1.74K | 0.00% | −15−16.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 86 | $1.77K | 0.00% | +86 | New |
| Central Trust Co | 84 | $1.88K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 85 | $1.90K | 0.00% | +17+25.0% | Added |
| Private Trust Co NA | 87 | $1.94K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 89 | $1.99K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 93 | $2.08K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 93 | $2.08K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $2.23K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 100 | $2.23K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 104 | $2.32K | 0.00% | −164−61.2% | Reduced |
| Prestige Wealth Management Group LLC | 106 | $2.37K | 0.00% | −1−0.9% | Reduced |
| Anchor Investment Management, LLC | 106 | $2.37K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 103 | $2.39K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 111 | $2.48K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 114 | $2.54K | 0.00% | −40−26.0% | Reduced |
| Brown Brothers Harriman & Co | 124 | $2.77K | 0.00% | +124 | New |
| Fortis Group Advisors, LLC | 126 | $2.81K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 128 | $2.86K | 0.00% | +128 | New |
| Financial Gravity Companies, Inc. | 134 | $2.99K | 0.00% | +134 | New |
| Bare Financial Services, Inc | 135 | $3.01K | 0.00% | +135 | New |
| Atlas Capital Advisors LLC | 153 | $3.41K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 160 | $3.57K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 160 | $3.57K | 0.00% | +136+566.7% | Added |
| PFS Partners, LLC | 162 | $3.62K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 186 | $4.15K | 0.00% | −169−47.6% | Reduced |
| Costello Asset Management, INC | 200 | $4.46K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 216 | $4.82K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 218 | $4.86K | 0.00% | −1,688−88.6% | Reduced |
| Valley National Advisers Inc | 264 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 239 | $5.00K | 0.00% | +203+563.9% | Added |
| Huntington National Bank | 230 | $5.13K | 0.00% | −648−73.8% | Reduced |
| Bruce G. Allen Investments, LLC | 233 | $5.20K | 0.00% | +233 | New |
| Smallwood Wealth Investment Management, LLC | 242 | $5.40K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 292 | $6.51K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 308 | $7.13K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 328 | $7.32K | 0.00% | +60+22.4% | Added |
| Farther Finance Advisors, LLC | 384 | $8.57K | 0.00% | +149+63.4% | Added |
| Ameritas Advisory Services, LLC | 386 | $8.61K | 0.00% | +386 | New |
| Rise Advisors, LLC | 413 | $9.21K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 440 | $9.82K | 0.00% | +65+17.3% | Added |
| WFA of San Diego, LLC | 452 | $10.1K | 0.01% | +452 | New |
| Parkside Financial Bank & Trust | 463 | $10.3K | 0.00% | +302+187.6% | Added |