| Keener Financial Planning LLC | 1 | $0 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| MV Capital Management, Inc. | 2 | $131 | 0.00% | +1+100.0% | Added |
| Raleigh Capital Management Inc. | 5 | $326 | 0.00% | −18−78.3% | Reduced |
| Darwin Advisors, LLC | 5 | $326 | 0.00% | +5 | New |
| Clearstead Advisors, LLC | 5 | $327 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 5 | $327 | 0.00% | +5 | New |
| ORG Partners LLC | 6 | $391 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $457 | 0.00% | +7 | New |
| Wolff Wiese Magana LLC | 8 | $522 | 0.00% | −30−78.9% | Reduced |
| Claris Advisors, LLC | 9 | $587 | 0.00% | +9 | New |
| HighMark Wealth Management LLC | 10 | $652 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10 | $652 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $653 | 0.00% | −50−83.3% | Reduced |
| West Branch Capital LLC | 10 | $653 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 11 | $718 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 11 | $718 | 0.00% | +11 | New |
| Addison Advisors LLC | 11 | $718 | 0.00% | +11 | New |
| Zions Bancorporation, N.A. | 12 | $783 | 0.00% | −36−75.0% | Reduced |
| Prestige Wealth Management Group LLC | 12 | $783 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 13 | $848 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 14 | $912 | 0.00% | −24−63.2% | Reduced |
| TFC Financial Management | 14 | $914 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 15 | $978 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $978 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 15 | $978 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 15 | $978 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 19 | $1.00K | 0.00% | +19 | New |
| Geneos Wealth Management Inc. | 16 | $1.04K | 0.00% | −314−95.2% | Reduced |
| Whittier Trust Co | 17 | $1.11K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 19 | $1.24K | 0.00% | +19 | New |
| Chesapeake Asset Management LLC | 21 | $1.37K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 22 | $1.44K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 22 | $1.44K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 22 | $1.44K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 23 | $1.50K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $1.63K | 0.00% | +1+4.2% | Added |
| Proequities, Inc. | 29 | $1.89K | 0.00% | +19+190.0% | Added |
| NBC Securities, Inc. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 40 | $2.00K | 0.00% | +16+66.7% | Added |
| Bessemer Group Inc | 35 | $2.00K | 0.00% | +30+600.0% | Added |
| McIlrath & Eck, LLC | 34 | $2.22K | 0.00% | +29+580.0% | Added |
| Baldwin Brothers Inc | 34 | $2.22K | 0.00% | +34 | New |
| Valued Wealth Advisors LLC | 39 | $2.54K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 40 | $2.61K | 0.00% | −13−24.5% | Reduced |
| Rothschild Investment LLC | 40 | $2.61K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 40 | $2.61K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 40 | $2.61K | 0.00% | +40 | New |
| Colonial Trust Co | 43 | $2.80K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 43 | $2.80K | 0.00% | +43 | New |
| Sachetta, LLC | 43 | $2.81K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 45 | $2.94K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 50 | $3.00K | 0.00% | −79−61.2% | Reduced |
| DT Investment Partners, LLC | 46 | $3.00K | 0.00% | +46 | New |
| Princeton Global Asset Management LLC | 50 | $3.26K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 50 | $3.26K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $3.26K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 50 | $3.26K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 50 | $3.26K | 0.00% | +50 | New |
| Kayne Anderson Rudnick Investment Management LLC | 50 | $3.27K | 0.00% | −44−46.8% | Reduced |
| Colonial Trust Advisors | 52 | $3.39K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 53 | $3.46K | 0.00% | +52+5,200.0% | Added |
| FinTrust Capital Advisors, LLC | 56 | $3.65K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 58 | $3.78K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 59 | $3.85K | 0.00% | +45+321.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 67 | $4.00K | 0.00% | −447−87.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 64 | $4.17K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 72 | $4.70K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 75 | $4.89K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 75 | $4.89K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 90 | $5.87K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 91 | $5.93K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 100 | $6.00K | 0.00% | −19−16.0% | Reduced |
| Pacific Center for Financial Services | 100 | $6.52K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $6.52K | 0.01% | +100 | New |
| Pathway Financial Advisers, LLC | 102 | $6.65K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 103 | $6.72K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 106 | $6.91K | 0.00% | +19+21.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 110 | $7.00K | 0.00% | −34−23.6% | Reduced |
| JFS Wealth Advisors, LLC | 109 | $7.11K | 0.00% | +16+17.2% | Added |
| Ashton Thomas Securities, LLC | 110 | $7.17K | 0.00% | +110 | New |
| Adirondack Trust Co | 113 | $7.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 114 | $7.44K | 0.00% | −10−8.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 115 | $7.50K | 0.00% | +115 | New |
| Activest Wealth Management | 122 | $7.96K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 126 | $8.22K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 126 | $8.22K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 129 | $8.41K | 0.00% | +5+4.0% | Added |
| Steward Partners Investment Advisory, LLC | 135 | $8.80K | 0.00% | +40+42.1% | Added |
| Hemington Wealth Management | 114 | $9.00K | 0.00% | +114 | New |
| Bryn Mawr Trust Co | 141 | $9.20K | 0.00% | +141 | New |
| Private Wealth Management Group, LLC | 148 | $9.65K | 0.00% | +26+21.3% | Added |
| CVA Family Office, LLC | 153 | $9.98K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 158 | $10.3K | 0.00% | −4−2.5% | Reduced |
| Richard W. Paul & Associates, LLC | 175 | $11.4K | 0.00% | −16,096−98.9% | Reduced |