| Avion Wealth | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Armstrong Advisory Group, Inc | 0 | $41 | 0.00% | 0 | Unchanged |
| IMA Wealth, Inc. | 1 | $84 | 0.00% | −2−66.7% | Reduced |
| TFC Financial Management | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $85 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 2 | $168 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2 | $168 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $168 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $168 | 0.00% | +1+100.0% | Added |
| DecisionPoint Financial, LLC | 2 | $168 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $169 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3 | $253 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4 | $337 | 0.00% | −4−50.0% | Reduced |
| Duncker Streett & Co Inc | 4 | $342 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 5 | $421 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $422 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $568 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $589 | 0.00% | 00.0% | Unchanged |
| Bayban | 8 | $674 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $674 | 0.00% | +5+166.7% | Added |
| Financial Management Professionals, Inc. | 9 | $758 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 9 | $758 | 0.00% | +3+50.0% | Added |
| HFM Investment Advisors, LLC | 9 | $758 | 0.00% | +4+80.0% | Added |
| MidFirst Bank | 10 | $842 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $842 | 0.00% | +5+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $927 | 0.00% | +3+37.5% | Added |
| JPL Wealth Management, LLC | 11 | $927 | 0.00% | +11 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Cromwell Holdings LLC | 12 | $1.01K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $1.01K | 0.00% | +1+9.1% | Added |
| Webster Bank, N. A. | 15 | $1.26K | 0.00% | +15 | New |
| Bay Harbor Wealth Management, LLC | 16 | $1.35K | 0.00% | +2+14.3% | Added |
| Creative Capital Management Investments LLC | 17 | $1.43K | 0.00% | +17 | New |
| SBI Securities Co., Ltd. | 20 | $1.68K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 20 | $1.68K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 22 | $1.85K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $1.85K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 22 | $1.85K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 23 | $1.94K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 23 | $1.94K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 29 | $2.44K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 30 | $2.53K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 30 | $2.55K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 31 | $2.61K | 0.00% | −352−91.9% | Reduced |
| Bruce G. Allen Investments, LLC | 38 | $3.20K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 43 | $3.62K | 0.00% | +8+22.9% | Added |
| Ronald Blue Trust, Inc. | 44 | $3.71K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 45 | $3.79K | 0.00% | −2,104−97.9% | Reduced |
| Virginia Estate & Retirement Planning Advisors Inc. | 44 | $3.81K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 46 | $3.87K | 0.00% | +1+2.2% | Added |
| Ameriflex Group, Inc. | 48 | $4.04K | 0.00% | +48 | New |
| City State Bank | 50 | $4.21K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 54 | $4.21K | 0.00% | +54 | New |
| Marshall & Sterling Wealth Advisors Inc. | 53 | $4.49K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 58 | $4.88K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 60 | $5.05K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 62 | $5.22K | 0.00% | −3−4.6% | Reduced |
| Financial Consulate, Inc | 66 | $5.56K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 74 | $6.23K | 0.00% | −35−32.1% | Reduced |
| Ameritas Advisory Services, LLC | 74 | $6.25K | 0.00% | +74 | New |
| Hilton Head Capital Partners, LLC | 79 | $6.65K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 85 | $7.16K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 88 | $7.41K | 0.00% | +19+27.5% | Added |
| Anchor Investment Management, LLC | 100 | $8.42K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 100 | $8.45K | 0.01% | −155−60.8% | Reduced |
| Silver Grove Financial Group, Inc. | 102 | $8.59K | 0.00% | +102 | New |
| Versant Capital Management, Inc | 107 | $9.01K | 0.00% | +8+8.1% | Added |
| Pacific Center for Financial Services | 110 | $9.26K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 126 | $10.5K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 129 | $11.2K | 0.00% | −101−43.9% | Reduced |
| Valley National Advisers Inc | 134 | $11.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 135 | $11.4K | 0.00% | +135 | New |
| Rossby Financial, LCC | 142 | $12.0K | 0.00% | −83−36.9% | Reduced |
| Smithfield Trust Co | 140 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 162 | $12.3K | 0.00% | +17+11.7% | Added |
| Spire Wealth Management | 148 | $12.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 149 | $12.5K | 0.00% | +21+16.4% | Added |
| Coastline Trust Co | 150 | $12.6K | 0.00% | −50−25.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 156 | $13.1K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 157 | $13.2K | 0.00% | +157 | New |
| SOA Wealth Advisors, LLC. | 158 | $13.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 165 | $13.5K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 188 | $15.8K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 200 | $16.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 209 | $17.6K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 212 | $17.9K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 225 | $19.0K | 0.00% | −2−0.9% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 239 | $20.1K | 0.00% | +107+81.1% | Added |
| LRI Investments, LLC | 239 | $20.2K | 0.00% | +5+2.1% | Added |
| Strategic Investment Solutions, Inc. | 241 | $20.3K | 0.00% | +1+0.4% | Added |
| Trust Co of Vermont | 243 | $20.5K | 0.00% | +243 | New |
| Sittner & Nelson, LLC | 267 | $22.5K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 281 | $23.7K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 282 | $23.7K | 0.00% | +282 | New |
| Steigerwald, Gordon & Koch Inc. | 300 | $25.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 305 | $25.7K | 0.00% | +1+0.3% | Added |
| Bartlett & Co. Wealth Management LLC | 317 | $26.7K | 0.00% | 00.0% | Unchanged |