| Quaker Wealth Management, LLC | 1 | $38 | 0.00% | +1 | New |
| Bullock Wealth Management Group | 2 | $74 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 3 | $126 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 4 | $149 | 0.00% | +4 | New |
| Plante Moran Financial Advisors, LLC | 7 | $260 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 8 | $297 | 0.00% | 00.0% | Unchanged |
| Trust Co | 8 | $297 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 8 | $298 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $298 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 11 | $408 | 0.00% | +2+22.2% | Added |
| SJS Investment Consulting Inc. | 11 | $409 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 11 | $409 | 0.00% | +3+37.5% | Added |
| Optima Capital LLC | 15 | $558 | 0.00% | +15 | New |
| JNBA Financial Advisors | 16 | $595 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 16 | $595 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 17 | $632 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 17 | $632 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $707 | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 20 | $743 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 20 | $744 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 22 | $818 | 0.00% | −2−8.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 22 | $818 | 0.00% | −1−4.3% | Reduced |
| First Horizon Corp | 24 | $892 | 0.00% | −18−42.9% | Reduced |
| Boyd Watterson Asset Management LLC | 26 | $967 | 0.00% | 00.0% | Unchanged |
| CX Institutional | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 27 | $1.00K | 0.00% | +27 | New |
| Ares Financial Consulting, LLC | 27 | $1.00K | 0.00% | +27 | New |
| Fortitude Family Office, LLC | 28 | $1.04K | 0.00% | −23−45.1% | Reduced |
| Tidemark, LLC | 28 | $1.04K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 28 | $1.04K | 0.00% | +28 | New |
| CDKV Holdings LLC | 31 | $1.15K | 0.00% | +31 | New |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $1.23K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 33 | $1.23K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 33 | $1.23K | 0.00% | +33 | New |
| Bangor Savings Bank | 34 | $1.26K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 37 | $1.36K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 40 | $1.49K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 40 | $1.49K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 42 | $1.56K | 0.00% | +42 | New |
| CoreCap Advisors, LLC | 43 | $1.60K | 0.00% | +43 | New |
| Torren Management, LLC | 45 | $1.67K | 0.00% | +45 | New |
| Rialto Wealth Management, LLC | 45 | $1.67K | 0.00% | +1+2.3% | Added |
| Key Financial Inc | 46 | $1.71K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 49 | $1.82K | 0.00% | −130−72.6% | Reduced |
| Avion Wealth | 76 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 56 | $2.08K | 0.00% | +56 | New |
| Central Trust Co | 64 | $2.38K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 64 | $2.38K | 0.00% | +64 | New |
| Westfuller Advisors, LLC | 67 | $2.50K | 0.00% | 00.0% | Unchanged |
| American Wealth Advisors, LLC | 68 | $2.53K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 69 | $2.57K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 70 | $2.60K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 80 | $2.97K | 0.00% | 00.0% | Unchanged |
| Motco | 80 | $2.97K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 80 | $2.97K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 80 | $2.97K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 80 | $2.97K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 80 | $2.97K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 80 | $3.00K | 0.05% | +80 | New |
| Private Wealth Asset Management, LLC | 85 | $3.16K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 86 | $3.20K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 90 | $3.35K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 95 | $3.53K | 0.00% | +95 | New |
| Truvestments Capital LLC | 103 | $3.83K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 104 | $3.87K | 0.00% | +104 | New |
| Laurel Wealth Advisors LLC | 105 | $3.90K | 0.00% | +105 | New |
| Generali Asset Management SPA SGR | 108 | $4.01K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 109 | $4.05K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 110 | $4.09K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 113 | $4.20K | 0.00% | +68+151.1% | Added |
| Bell Investment Advisors, Inc | 115 | $4.28K | 0.00% | −19−14.2% | Reduced |
| JFS Wealth Advisors, LLC | 119 | $4.42K | 0.00% | +32+36.8% | Added |
| Addison Advisors LLC | 120 | $4.46K | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 120 | $4.46K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 120 | $4.46K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 122 | $4.54K | 0.00% | −322−72.5% | Reduced |
| SageView Advisory Group, LLC | 125 | $4.63K | 0.00% | +125 | New |
| Bellevue Asset Management, LLC | 131 | $4.87K | 0.00% | +13+11.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 132 | $4.91K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 133 | $4.95K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 135 | $5.02K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 136 | $5.06K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 137 | $5.21K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 142 | $5.28K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 143 | $5.32K | 0.00% | +143 | New |
| Bruce G. Allen Investments, LLC | 147 | $5.46K | 0.00% | +15+11.4% | Added |
| Harbor Asset Planning, Inc. | 154 | $5.73K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 160 | $5.95K | 0.00% | −175−52.2% | Reduced |
| Capital Advisors, Ltd. LLC | 154 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 164 | $6.10K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 169 | $6.28K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 170 | $6.32K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 170 | $6.32K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 176 | $6.54K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 186 | $6.92K | 0.00% | −61−24.7% | Reduced |
| Elyxium Wealth, LLC | 186 | $6.92K | 0.00% | +186 | New |
| Smithfield Trust Co | 178 | $7.00K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 196 | $7.29K | 0.00% | −23,734−99.2% | Reduced |
| Albion Financial Group | 201 | $7.47K | 0.00% | 00.0% | Unchanged |