| Financial Management Professionals, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 2 | $43 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $44 | 0.00% | +2 | New |
| Strategic Investment Solutions, Inc. | 3 | $65 | 0.00% | +3 | New |
| Bourgeon Capital Management LLC | 4 | $87 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 5 | $107 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $108 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 5 | $108 | 0.00% | +5 | New |
| REAP Financial Group, LLC | 5 | $108 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $130 | 0.00% | +6 | New |
| Assetmark, Inc | 7 | $151 | 0.00% | +5+250.0% | Added |
| Caldwell Sutter Capital, Inc. | 8 | $172 | 0.00% | +8 | New |
| Baystate Wealth Management LLC | 9 | $194 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $216 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 10 | $216 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 10 | $216 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 13 | $280 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 15 | $324 | 0.00% | −25−62.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 15 | $324 | 0.00% | −5−25.0% | Reduced |
| Manchester Capital Management LLC | 16 | $345 | 0.00% | −295−94.9% | Reduced |
| Bell Investment Advisors, Inc | 18 | $388 | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 20 | $431 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $431 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $431 | 0.00% | +6+42.9% | Added |
| McGlone Suttner Wealth Management, Inc. | 20 | $431 | 0.00% | +20 | New |
| Riggs Asset Managment Co. Inc. | 21 | $453 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 23 | $496 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 23 | $496 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 23 | $496 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 23 | $496 | 0.00% | +23 | New |
| Coppell Advisory Solutions LLC | 24 | $517 | 0.00% | +24 | New |
| GHP Investment Advisors, Inc. | 24 | $518 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 25 | $539 | 0.00% | −5−16.7% | Reduced |
| CGC Financial Services, LLC | 25 | $539 | 0.00% | −4−13.8% | Reduced |
| Missouri Trust & Investment Co | 25 | $539 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $539 | 0.00% | +25 | New |
| LM Advisors LLC | 26 | $560 | 0.00% | +26 | New |
| Cullen/Frost Bankers, Inc. | 27 | $582 | 0.00% | +27 | New |
| Oliver Lagore Vanvalin Investment Group | 30 | $647 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 31 | $668 | 0.00% | −80−72.1% | Reduced |
| Creative Financial Designs Inc | 31 | $668 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 40 | $862 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 40 | $862 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 45 | $909 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 43 | $926 | 0.00% | +20+87.0% | Added |
| Beacon Capital Management, LLC | 53 | $985 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 35 | $1.00K | 0.00% | −137−79.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 56 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 40 | $1.00K | 0.00% | +40 | New |
| West Branch Capital LLC | 49 | $1.06K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 50 | $1.08K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $1.08K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 50 | $1.08K | 0.00% | +50 | New |
| Pacifica Partners Inc. | 60 | $1.11K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 56 | $1.21K | 0.00% | −101−64.3% | Reduced |
| Whittier Trust Co | 59 | $1.27K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 60 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 60 | $1.29K | 0.00% | +60 | New |
| Toronto Dominion Bank | 65 | $1.40K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 67 | $1.44K | 0.00% | −125−65.1% | Reduced |
| JFS Wealth Advisors, LLC | 69 | $1.49K | 0.00% | +60+666.7% | Added |
| Northwest Financial Advisors | 73 | $1.57K | 0.00% | +73 | New |
| Spire Wealth Management | 83 | $1.68K | 0.00% | −100−54.6% | Reduced |
| Massmutual Trust Co FSB | 80 | $1.72K | 0.00% | −33−29.2% | Reduced |
| Anchor Investment Management, LLC | 80 | $1.72K | 0.00% | −10−11.1% | Reduced |
| South State Corp. | 80 | $1.72K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 80 | $1.72K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 83 | $1.79K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 86 | $1.85K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 88 | $1.90K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 89 | $1.92K | 0.00% | +89 | New |
| O'Dell Group, LLC | 90 | $1.94K | 0.00% | +90 | New |
| Larson Financial Group LLC | 94 | $2.03K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 97 | $2.09K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $2.15K | 0.00% | −32−24.2% | Reduced |
| Impact Partnership Wealth, LLC | 100 | $2.15K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 100 | $2.15K | 0.00% | +100 | New |
| Raffa Wealth Management, LLC | 103 | $2.22K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 111 | $2.39K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 115 | $2.48K | 0.00% | +79+219.4% | Added |
| McIlrath & Eck, LLC | 119 | $2.56K | 0.00% | +1+0.8% | Added |
| Arlington Trust Co LLC | 131 | $2.82K | 0.00% | +131 | New |
| Bogart Wealth, LLC | 132 | $2.85K | 0.00% | −1,758−93.0% | Reduced |
| Hantz Financial Services, Inc. | 149 | $3.00K | 0.00% | −2−1.3% | Reduced |
| Capital Analysts, LLC | 140 | $3.00K | 0.00% | +56+66.7% | Added |
| Harvest Fund Management Co., Ltd | 128 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 150 | $3.00K | 0.00% | +150 | New |
| Bartlett & Co. Wealth Management LLC | 150 | $3.31K | 0.00% | +150 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 160 | $3.40K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 170 | $3.42K | 0.00% | +170 | New |
| Criterion Capital Advisors, LLC | 166 | $3.58K | 0.00% | +166 | New |
| Glassman Wealth Services | 168 | $3.62K | 0.00% | +161+2,300.0% | Added |
| Quintet Private Bank (Europe) S.A. | 174 | $3.75K | 0.00% | −544−75.8% | Reduced |
| Global Retirement Partners, LLC | 186 | $3.75K | 0.00% | +93+100.0% | Added |
| Fairman Group, LLC | 185 | $3.99K | 0.00% | +185 | New |