| Hazlett, Burt & Watson, Inc. | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 51 | $0 | 0.00% | +47+1,175.0% | Added |
| Coston, McIsaac & Partners | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 30 | $0 | 0.00% | +30 | New |
| Wood Tarver Financial Group, LLC | 83 | $0 | 0.00% | +83 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2 | $18 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 4 | $36 | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 4 | $36 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 5 | $45 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 7 | $64 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 7 | $64 | 0.00% | +7 | New |
| Painted Porch Advisors LLC | 8 | $73 | 0.00% | −2−20.0% | Reduced |
| SWAN Capital LLC | 8 | $73 | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 9 | $82 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $82 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $91 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 10 | $91 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 10 | $91 | 0.00% | +10 | New |
| Assetmark, Inc | 10 | $91 | 0.00% | +10 | New |
| Morton Brown Family Wealth, LLC | 11 | $100 | 0.00% | +11 | New |
| Sanctuary Wealth Management, L.L.C. | 13 | $118 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 14 | $127 | 0.00% | −27−65.9% | Reduced |
| Coppell Advisory Solutions LLC | 14 | $130 | 0.00% | +14 | New |
| C M Bidwell & Associates Ltd | 15 | $136 | 0.00% | −71−82.6% | Reduced |
| Tradewinds Capital Management, LLC | 15 | $137 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $164 | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 20 | $182 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $182 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 21 | $196 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 23 | $209 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 23 | $209 | 0.00% | +23 | New |
| Kestra Investment Management, LLC | 24 | $218 | 0.00% | +24 | New |
| GHP Investment Advisors, Inc. | 24 | $219 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 25 | $227 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $227 | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 25 | $227 | 0.00% | +25 | New |
| Creative Financial Designs Inc | 31 | $282 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 33 | $300 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 34 | $309 | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 36 | $327 | 0.00% | +36 | New |
| Iron Horse Wealth Management, LLC | 39 | $355 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 40 | $364 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 40 | $364 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 45 | $428 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 52 | $473 | 0.00% | +52 | New |
| CVA Family Office, LLC | 53 | $482 | 0.00% | +48+960.0% | Added |
| Asset Dedication, LLC | 56 | $510 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 59 | $536 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 60 | $545 | 0.00% | +60 | New |
| Winch Advisory Services, LLC | 62 | $564 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 60 | $571 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 70 | $636 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 78 | $709 | 0.00% | +78 | New |
| South State Corp. | 80 | $727 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 80 | $727 | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 80 | $727 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 80 | $728 | 0.00% | +80 | New |
| Activest Wealth Management | 81 | $736 | 0.00% | +2+2.5% | Added |
| IFP Advisors, Inc | 83 | $754 | 0.00% | +81+4,050.0% | Added |
| Allianz SE | 85 | $791 | 0.00% | −607−87.7% | Reduced |
| Financial Perspectives, Inc | 97 | $882 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 88 | $898 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 100 | $909 | 0.00% | −135−57.4% | Reduced |
| Syntax Research, Inc. | 100 | $909 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 101 | $918 | 0.00% | −18−15.1% | Reduced |
| Raffa Wealth Management, LLC | 103 | $936 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 105 | $954 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 107 | $973 | 0.00% | −16−13.0% | Reduced |
| Bessemer Group Inc | 145 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 84 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 111 | $1.01K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 115 | $1.04K | 0.00% | +22+23.7% | Added |
| Massmutual Trust Co FSB | 116 | $1.05K | 0.00% | +42+56.8% | Added |
| Measured Risk Portfolios, Inc. | 125 | $1.14K | 0.00% | +125 | New |
| Ronald Blue Trust, Inc. | 138 | $1.25K | 0.00% | −3,910−96.6% | Reduced |
| Dogwood Wealth Management LLC | 141 | $1.28K | 0.00% | +141 | New |
| AdvisorNet Financial, Inc | 150 | $1.36K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 154 | $1.40K | 0.00% | −127−45.2% | Reduced |
| Banque Transatlantique SA | 160 | $1.45K | 0.00% | +160 | New |
| Synergy Financial Management, LLC | 160 | $1.47K | 0.00% | +160 | New |
| Criterion Capital Advisors, LLC | 166 | $1.62K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 190 | $1.73K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 189 | $1.76K | 0.00% | +189 | New |
| Rothschild Investment LLC | 220 | $2.00K | 0.00% | +125+131.6% | Added |
| Barrett & Company, Inc. | 230 | $2.09K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 233 | $2.12K | 0.00% | +67+40.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 278 | $2.53K | 0.00% | −200−41.8% | Reduced |
| Private Wealth Management Group, LLC | 303 | $2.75K | 0.00% | +120+65.6% | Added |
| Adirondack Trust Co | 327 | $2.97K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 327 | $3.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 340 | $3.09K | 0.00% | −27−7.4% | Reduced |
| Hopwood Financial Services, Inc. | 340 | $3.09K | 0.00% | +340 | New |
| Gordian Capital Singapore Pte Ltd | 350 | $3.18K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 365 | $3.32K | 0.00% | +32+9.6% | Added |
| Glen Eagle Advisors, LLC | 375 | $3.41K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 340 | $3.45K | 0.00% | +340 | New |
| Nemes Rush Group LLC | 382 | $3.47K | 0.00% | −18−4.5% | Reduced |
| Cape Investment Advisory, Inc. | 388 | $3.53K | 0.00% | 00.0% | Unchanged |