| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Investors Portfolio Services LLC | 1 | $214 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $214 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 1 | $214 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $215 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $215 | 0.00% | +1 | New |
| SHP Wealth Management | 2 | $428 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $434 | 0.00% | +2 | New |
| LRI Investments, LLC | 3 | $642 | 0.00% | +3 | New |
| Torren Management, LLC | 3 | $668 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4 | $856 | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 4 | $856 | 0.00% | +4 | New |
| Avion Wealth | 8 | $1.00K | 0.00% | +3+60.0% | Added |
| Bruce G. Allen Investments, LLC | 6 | $1.28K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 6 | $1.28K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 6 | $1.28K | 0.00% | +2+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $1.50K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 7 | $1.50K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 8 | $1.71K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 8 | $1.71K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $1.71K | 0.00% | +1+14.3% | Added |
| South State Corp. | 8 | $1.71K | 0.00% | +3+60.0% | Added |
| HFM Investment Advisors, LLC | 8 | $1.71K | 0.00% | +5+166.7% | Added |
| First Command Advisory Services, Inc. | 8 | $1.71K | 0.00% | +8 | New |
| Dogwood Wealth Management LLC | 8 | $1.71K | 0.00% | +8 | New |
| Rossby Financial, LCC | 10 | $2.14K | 0.00% | +2+25.0% | Added |
| Rakuten Securities, Inc. | 10 | $2.14K | 0.00% | +10 | New |
| Harbour Investments, Inc. | 12 | $2.57K | 0.00% | −9−42.9% | Reduced |
| Private Wealth Management Group, LLC | 13 | $2.78K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 13 | $2.78K | 0.00% | +13 | New |
| Creative Capital Management Investments LLC | 13 | $2.78K | 0.00% | +13 | New |
| Prestige Wealth Management Group LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 14 | $3.00K | 0.00% | +7+100.0% | Added |
| UMA Financial Services, Inc. | 17 | $3.64K | 0.00% | +14+466.7% | Added |
| Ares Financial Consulting, LLC | 19 | $4.07K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $4.28K | 0.00% | +8+66.7% | Added |
| Silver Grove Financial Group, Inc. | 20 | $4.35K | 0.00% | +20 | New |
| Kilter Group LLC | 21 | $4.50K | 0.00% | +5+31.3% | Added |
| WPG Advisers, LLC | 24 | $5.14K | 0.00% | +5+26.3% | Added |
| BankPlus Trust Department | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 30 | $6.21K | 0.00% | +30 | New |
| Farmers & Merchants Investments Inc | 30 | $6.42K | 0.00% | −1−3.2% | Reduced |
| Signature Equity Partners, LLC | 30 | $6.42K | 0.00% | +26+650.0% | Added |
| Marquette Asset Management, LLC | 32 | $6.85K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 35 | $7.50K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 36 | $7.71K | 0.00% | −127−77.9% | Reduced |
| JFS Wealth Advisors, LLC | 37 | $7.92K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 37 | $7.92K | 0.00% | +37 | New |
| Pinnacle Wealth Planning Services, Inc. | 38 | $8.14K | 0.00% | −3−7.3% | Reduced |
| Fortitude Family Office, LLC | 40 | $8.56K | 0.00% | +1+2.6% | Added |
| Wealth Enhancement Trust Services, Inc. | 47 | $10.1K | 0.00% | +47 | New |
| Sachetta, LLC | 48 | $10.3K | 0.00% | −5−9.4% | Reduced |
| Highline Wealth Partners LLC | 49 | $10.5K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 50 | $10.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 51 | $10.9K | 0.00% | +37+264.3% | Added |
| Smithfield Trust Co | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 48 | $11.2K | 0.00% | +48 | New |
| Eurizon Capital SGR S.p.A. | 54 | $11.6K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 55 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 63 | $13.5K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 65 | $13.9K | 0.00% | +9+16.1% | Added |
| CVA Family Office, LLC | 65 | $13.9K | 0.00% | +9+16.1% | Added |
| Keating Financial Advisory Services, Inc. | 68 | $14.6K | 0.00% | −7−9.3% | Reduced |
| Icon Advisers Inc | 70 | $15.0K | 0.00% | +70 | New |
| Salomon & Ludwin, LLC | 70 | $15.2K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 72 | $15.4K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 72 | $15.4K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 75 | $16.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 74 | $16.2K | 0.00% | +57+335.3% | Added |
| Capital Advisors, Ltd. LLC | 91 | $19.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 92 | $19.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 94 | $20.1K | 0.00% | +10+11.9% | Added |
| ZRC Wealth Management, LLC | 94 | $20.1K | 0.01% | +72+327.3% | Added |
| Ritter Daniher Financial Advisory LLC | 102 | $21.8K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 106 | $22.7K | 0.00% | 00.0% | Unchanged |
| Bayban | 118 | $25.3K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 122 | $26.1K | 0.00% | +122 | New |
| Kemnay Advisory Services Inc. | 124 | $26.6K | 0.00% | +124 | New |
| Steigerwald, Gordon & Koch Inc. | 125 | $26.8K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 125 | $26.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 126 | $27.0K | 0.00% | +112+800.0% | Added |
| Ameriflex Group, Inc. | 135 | $28.9K | 0.01% | +24+21.6% | Added |
| Assetmark, Inc | 138 | $29.6K | 0.00% | +22+19.0% | Added |
| Bank of New Hampshire | 140 | $30.0K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 145 | $31.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 147 | $31.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 153 | $32.8K | 0.00% | −167−52.2% | Reduced |
| Massmutual Trust Co FSB | 160 | $34.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 163 | $34.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 166 | $35.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 168 | $36.0K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 168 | $36.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 174 | $37.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 178 | $38.1K | 0.00% | −29,027−99.4% | Reduced |
| Entrust Financial LLC | 183 | $39.2K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 189 | $40.5K | 0.03% | −48−20.3% | Reduced |
| Whittier Trust Co | 188 | $41.4K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 200 | $42.8K | 0.01% | −120−37.5% | Reduced |
| Central Trust Co | 216 | $46.3K | 0.00% | +161+292.7% | Added |
| Covestor Ltd | 235 | $50.0K | 0.03% | +91+63.2% | Added |