| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 7 | $0 | 0.00% | +7 | New |
| Navigoe, LLC | 7 | $0 | 0.00% | +7 | New |
| Measured Wealth Private Client Group, LLC | 0 | $15 | 0.00% | 0 | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $35 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $35 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $35 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 2 | $69 | 0.00% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 2 | $69 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $69 | 0.00% | +2 | New |
| Planning Strategies Inc. | 2 | $69 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $104 | 0.00% | +3 | New |
| Davis Capital Management | 5 | $173 | 0.00% | +5 | New |
| International Assets Investment Management, LLC | 6 | $207 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 6 | $208 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $208 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 6 | $219 | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 7 | $243 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 12 | $322 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 10 | $347 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 11 | $382 | 0.00% | +2+22.2% | Added |
| Leonteq Securities AG | 12 | $416 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 13 | $433 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $451 | 0.00% | −2−13.3% | Reduced |
| Rialto Wealth Management, LLC | 13 | $451 | 0.00% | +5+62.5% | Added |
| New England Capital Financial Advisors LLC | 15 | $520 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 16 | $554 | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 16 | $556 | 0.00% | −19−54.3% | Reduced |
| Gilpin Wealth Management, LLC | 17 | $590 | 0.00% | −9−34.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 19 | $658 | 0.00% | +6+46.2% | Added |
| Private Trust Co NA | 20 | $693 | 0.00% | −25−55.6% | Reduced |
| Eastern Bank | 20 | $693 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 21 | $728 | 0.00% | −2,272−99.1% | Reduced |
| Holos Integrated Wealth LLC | 20 | $729 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 24 | $830 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $832 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 24 | $832 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 24 | $832 | 0.00% | +24 | New |
| Glen Eagle Advisors, LLC | 24 | $832 | 0.00% | +24 | New |
| Wolff Wiese Magana LLC | 26 | $901 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 26 | $901 | 0.00% | +18+225.0% | Added |
| Community Financial Services Group, LLC | 28 | $965 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 28 | $970 | 0.00% | −1−3.4% | Reduced |
| Contravisory Investment Management, Inc. | 30 | $1.04K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 30 | $1.04K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 33 | $1.14K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 33 | $1.14K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 33 | $1.14K | 0.00% | +33 | New |
| Action Point Financial Planning, LLC | 39 | $1.21K | 0.00% | +39 | New |
| LRI Investments, LLC | 36 | $1.25K | 0.00% | +6+20.0% | Added |
| Quarry LP | 36 | $1.25K | 0.00% | +36 | New |
| MV Capital Management, Inc. | 36 | $1.25K | 0.00% | +1+2.9% | Added |
| Transamerica Financial Advisors, Inc. | 37 | $1.28K | 0.00% | −50−57.5% | Reduced |
| Manchester Capital Management LLC | 38 | $1.32K | 0.00% | −66−63.5% | Reduced |
| Kilter Group LLC | 38 | $1.32K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 47 | $1.32K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 42 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 44 | $1.52K | 0.00% | −16−26.7% | Reduced |
| Owl Creek Wealth Partners LLC | 46 | $1.59K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 46 | $1.59K | 0.00% | +46 | New |
| Mather Group, LLC. | 49 | $1.70K | 0.00% | +49 | New |
| Farmers & Merchants Investments Inc | 50 | $1.73K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 53 | $1.84K | 0.00% | +53 | New |
| Key Financial Inc | 59 | $2.04K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 62 | $2.15K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 63 | $2.18K | 0.00% | +32+103.2% | Added |
| Center for Financial Planning, Inc. | 64 | $2.22K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 67 | $2.32K | 0.00% | −4−5.6% | Reduced |
| Silver Grove Financial Group, Inc. | 67 | $2.32K | 0.00% | +67 | New |
| Bogart Wealth, LLC | 69 | $2.39K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 73 | $2.53K | 0.00% | −136−65.1% | Reduced |
| Darwin Advisors, LLC | 74 | $2.56K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 88 | $3.05K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 89 | $3.08K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 89 | $3.08K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 89 | $3.08K | 0.00% | +63+242.3% | Added |
| Plante Moran Financial Advisors, LLC | 97 | $3.36K | 0.00% | +35+56.5% | Added |
| JFS Wealth Advisors, LLC | 98 | $3.40K | 0.00% | +16+19.5% | Added |
| HM Payson & Co | 100 | $3.46K | 0.00% | −216−68.4% | Reduced |
| High Note Wealth, LLC | 100 | $3.46K | 0.00% | −128−56.1% | Reduced |
| Country Trust Bank | 100 | $3.46K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 106 | $3.67K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 106 | $3.67K | 0.00% | +106 | New |
| Keating Financial Advisory Services, Inc. | 107 | $3.71K | 0.00% | +13+13.8% | Added |
| SOA Wealth Advisors, LLC. | 111 | $3.85K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 113 | $3.92K | 0.00% | +113 | New |
| Private Wealth Management Group, LLC | 114 | $3.95K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 126 | $4.37K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 134 | $4.64K | 0.00% | +134 | New |
| Brown Brothers Harriman & Co | 142 | $4.92K | 0.00% | +18+14.5% | Added |
| CVA Family Office, LLC | 147 | $5.09K | 0.00% | +16+12.2% | Added |
| Bare Financial Services, Inc | 153 | $5.30K | 0.00% | +41+36.6% | Added |
| Marquette Asset Management, LLC | 154 | $5.34K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 181 | $6.27K | 0.00% | −1−0.5% | Reduced |
| Hickory Point Bank & Trust | 186 | $6.45K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 196 | $6.79K | 0.00% | +34+21.0% | Added |
| Ronald Blue Trust, Inc. | 199 | $6.89K | 0.00% | +85+74.6% | Added |