| Hantz Financial Services, Inc. | 52 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 36 | $0 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $12 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $12 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $16 | 0.00% | −1−33.3% | Reduced |
| Larson Financial Group LLC | 3 | $17 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $17 | 0.00% | +3 | New |
| Stone House Investment Management, LLC | 4 | $23 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $23 | 0.00% | +4 | New |
| Scarborough Advisors, LLC | 5 | $30 | 0.00% | +5 | New |
| Vermillion Wealth Management, Inc. | 6 | $35 | 0.00% | +6 | New |
| National Bank of Canada | 7 | $41 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 8 | $46 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 9 | $53 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $64 | 0.00% | +11 | New |
| West Financial Advisors, LLC | 12 | $70 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 13 | $76 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 13 | $76 | 0.00% | +13 | New |
| Caldwell Sutter Capital, Inc. | 15 | $87 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $92 | 0.00% | +10+166.7% | Added |
| First Pacific Financial | 20 | $116 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 21 | $121 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 32 | $185 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 40 | $232 | 0.00% | +40 | New |
| Rialto Wealth Management, LLC | 44 | $255 | 0.00% | +44 | New |
| Ankerstar Wealth, LLC | 48 | $278 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $290 | 0.00% | +45+900.0% | Added |
| SJS Investment Consulting Inc. | 52 | $302 | 0.00% | +52 | New |
| Bartlett & Co. Wealth Management LLC | 56 | $331 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 57 | $331 | 0.00% | +57 | New |
| Transamerica Financial Advisors, Inc. | 60 | $347 | 0.00% | +2+3.4% | Added |
| McCarthy Grittinger Financial Group, LLC | 60 | $348 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 61 | $354 | 0.00% | +50+454.5% | Added |
| Farmers & Merchants Investments Inc | 70 | $405 | 0.00% | −80−53.3% | Reduced |
| Golden State Equity Partners | 75 | $434 | 0.00% | +75 | New |
| Quadrant Capital Group LLC | 80 | $464 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $579 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $579 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $579 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $579 | 0.00% | +100 | New |
| UMA Financial Services, Inc. | 107 | $620 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 120 | $695 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 125 | $724 | 0.00% | +125 | New |
| Keating Financial Advisory Services, Inc. | 127 | $735 | 0.00% | +125+6,250.0% | Added |
| Financial Perspectives, Inc | 130 | $753 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 139 | $805 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 140 | $811 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 145 | $840 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 150 | $869 | 0.00% | +150 | New |
| Golden State Wealth Management, LLC | 151 | $874 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 160 | $926 | 0.00% | −228−58.8% | Reduced |
| JFS Wealth Advisors, LLC | 170 | $985 | 0.00% | +125+277.8% | Added |
| Bogart Wealth, LLC | 190 | $1.10K | 0.00% | +1+0.5% | Added |
| Millstone Evans Group, LLC | 191 | $1.11K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $1.16K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 201 | $1.16K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 201 | $1.17K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 206 | $1.19K | 0.00% | +5+2.5% | Added |
| Tradewinds Capital Management, LLC | 212 | $1.23K | 0.00% | 00.0% | Unchanged |
| City State Bank | 216 | $1.25K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 249 | $1.44K | 0.00% | +249 | New |
| Evelyn Partners Investment Management Services Ltd | 252 | $1.46K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 269 | $1.56K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 300 | $1.74K | 0.00% | −100−25.0% | Reduced |
| Abound Financial, LLC | 300 | $1.74K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 301 | $1.74K | 0.00% | +301 | New |
| 1 North Wealth Services LLC | 302 | $1.75K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 318 | $1.84K | 0.00% | +86+37.1% | Added |
| WealthCollab, LLC | 319 | $1.85K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 337 | $1.95K | 0.00% | +328+3,644.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 402 | $2.00K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 348 | $2.02K | 0.00% | +348 | New |
| Central Trust Co | 383 | $2.22K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 390 | $2.26K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 400 | $2.32K | 0.00% | +400 | New |
| US Bancorp | 401 | $2.32K | 0.00% | −140−25.9% | Reduced |
| Winch Advisory Services, LLC | 440 | $2.55K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 442 | $2.56K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 473 | $2.74K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 475 | $2.75K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $2.90K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 516 | $2.99K | 0.00% | +40+8.4% | Added |
| TSFG, LLC | 538 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 540 | $3.13K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 551 | $3.19K | 0.00% | +183+49.7% | Added |
| New England Capital Financial Advisors LLC | 557 | $3.23K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 595 | $3.44K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 598 | $3.46K | 0.00% | −410−40.7% | Reduced |
| Geneos Wealth Management Inc. | 598 | $3.46K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 639 | $3.70K | 0.00% | −124−16.3% | Reduced |
| Signaturefd, LLC | 679 | $3.93K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 684 | $3.96K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 704 | $4.08K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 784 | $4.54K | 0.00% | +559+248.4% | Added |
| Trust Co of Toledo NA | 814 | $4.71K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 860 | $5.00K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 903 | $5.23K | 0.00% | +749+486.4% | Added |