| Hantz Financial Services, Inc. | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $7 | 0.00% | −16−94.1% | Reduced |
| HFM Investment Advisors, LLC | 2 | $14 | 0.00% | −10−83.3% | Reduced |
| Strategic Advocates LLC | 2 | $14 | 0.00% | −6−75.0% | Reduced |
| Eastern Bank | 2 | $14 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $27 | 0.00% | +4 | New |
| SHP Wealth Management | 4 | $28 | 0.00% | +4 | New |
| Vermillion & White Wealth Management Group, LLC | 5 | $35 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $42 | 0.00% | −4−40.0% | Reduced |
| SWAN Capital LLC | 8 | $56 | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 8 | $56 | 0.00% | +8 | New |
| New England Capital Financial Advisors LLC | 10 | $70 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $70 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 10 | $70 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $91 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $98 | 0.00% | −88−86.3% | Reduced |
| Fortitude Family Office, LLC | 14 | $98 | 0.00% | −3−17.6% | Reduced |
| Paladin Partners, LLC | 14 | $98 | 0.00% | +14 | New |
| C M Bidwell & Associates Ltd | 15 | $105 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 15 | $105 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $126 | 0.00% | −924−98.1% | Reduced |
| Citizens National Bank Trust Department | 20 | $140 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 23 | $161 | 0.00% | −23−50.0% | Reduced |
| ORG Wealth Partners, LLC | 23 | $161 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 24 | $168 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 25 | $175 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 25 | $175 | 0.00% | +25 | New |
| Massmutual Trust Co FSB | 26 | $182 | 0.00% | −48−64.9% | Reduced |
| Barrett & Company, Inc. | 30 | $210 | 0.00% | −200−87.0% | Reduced |
| Atlantic Union Bankshares Corp | 33 | $231 | 0.00% | −117−78.0% | Reduced |
| Gen-Wealth Partners Inc | 34 | $238 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 39 | $273 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 39 | $283 | 0.00% | +39 | New |
| Cornerstone Planning Group LLC | 50 | $287 | 0.00% | −149−74.9% | Reduced |
| Golden State Wealth Management, LLC | 41 | $287 | 0.00% | −61−59.8% | Reduced |
| Rothschild Investment LLC | 41 | $287 | 0.00% | −59−59.0% | Reduced |
| Fourth Dimension Wealth, LLC | 46 | $322 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 50 | $350 | 0.00% | −80−61.5% | Reduced |
| AdvisorNet Financial, Inc | 50 | $350 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 50 | $350 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 50 | $350 | 0.00% | +50 | New |
| Purpose Unlimited Inc. | 51 | $356 | 0.00% | +51 | New |
| MV Capital Management, Inc. | 59 | $413 | 0.00% | −11−15.7% | Reduced |
| Boreal Capital Management LLC | 60 | $420 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 60 | $423 | 0.00% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 61 | $427 | 0.00% | +61 | New |
| Winch Advisory Services, LLC | 62 | $434 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 68 | $476 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 72 | $504 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 73 | $511 | 0.00% | −118−61.8% | Reduced |
| N.E.W. Advisory Services LLC | 76 | $532 | 0.00% | −21−21.6% | Reduced |
| Anchor Investment Management, LLC | 80 | $560 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 85 | $595 | 0.00% | +85 | New |
| Financial Perspectives, Inc | 97 | $679 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 700 | $700 | 0.00% | +700 | New |
| McIlrath & Eck, LLC | 101 | $707 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 103 | $721 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 109 | $763 | 0.00% | +109 | New |
| BNP Paribas | 120 | $838 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 139 | $973 | 0.00% | −309−69.0% | Reduced |
| Dogwood Wealth Management LLC | 141 | $987 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 152 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 159 | $1.11K | 0.00% | +8+5.3% | Added |
| Banque Transatlantique SA | 160 | $1.12K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 183 | $1.28K | 0.00% | −109−37.3% | Reduced |
| Flagship Harbor Advisors, LLC | 189 | $1.32K | 0.00% | +189 | New |
| Whipplewood Advisors, LLC | 200 | $1.40K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 208 | $1.46K | 0.00% | −386−65.0% | Reduced |
| Private Wealth Management Group, LLC | 209 | $1.46K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 229 | $1.60K | 0.00% | +229 | New |
| Hilton Head Capital Partners, LLC | 230 | $1.61K | 0.00% | +230 | New |
| Root Financial Partners, LLC | 232 | $1.62K | 0.00% | −132−36.3% | Reduced |
| TD Waterhouse Canada Inc. | 233 | $1.63K | 0.00% | −15−6.0% | Reduced |
| Cape Investment Advisory, Inc. | 253 | $1.77K | 0.00% | −100−28.3% | Reduced |
| Ronald Blue Trust, Inc. | 274 | $1.92K | 0.00% | +63+29.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 278 | $1.95K | 0.00% | +200+256.4% | Added |
| Banque Cantonale Vaudoise | 271 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 308 | $2.16K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 320 | $2.24K | 0.00% | −40−11.1% | Reduced |
| Adirondack Trust Co | 327 | $2.29K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 336 | $2.35K | 0.00% | +336 | New |
| Plato Investment Management Ltd | 349 | $2.46K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 359 | $2.51K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 369 | $2.58K | 0.00% | +67+22.2% | Added |
| Aventura Private Wealth, LLC | 400 | $2.80K | 0.00% | −70−14.9% | Reduced |
| Bryn Mawr Trust Co | 400 | $2.80K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 411 | $2.88K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 416 | $2.91K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 434 | $3.04K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 448 | $3.14K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 506 | $3.54K | 0.00% | +275+119.0% | Added |
| Harbor Investment Advisory, LLC | 600 | $4.20K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 617 | $4.32K | 0.00% | −4,206−87.2% | Reduced |
| Compagnie Lombard Odier SCmA | 618 | $4.33K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 622 | $4.35K | 0.00% | −3,983−86.5% | Reduced |
| EverSource Wealth Advisors, LLC | 712 | $4.98K | 0.00% | +111+18.5% | Added |
| Northwestern Mutual Wealth Management Co | 869 | $6.08K | 0.00% | +79+10.0% | Added |
| Allworth Financial LP | 938 | $6.57K | 0.00% | −9−1.0% | Reduced |