| Activest Wealth Management | 1 | $36 | 0.00% | +1 | New |
| Larson Financial Group LLC | 4 | $144 | 0.00% | −5−55.6% | Reduced |
| Winnow Wealth LLC | 6 | $209 | 0.00% | +6 | New |
| Parkside Financial Bank & Trust | 8 | $289 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 9 | $324 | 0.00% | +9 | New |
| Parkworth Wealth Management, Inc. | 9 | $324 | 0.00% | +9 | New |
| Bryn Mawr Trust Co | 10 | $360 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $360 | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 10 | $360 | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 10 | $361 | 0.00% | +10 | New |
| MPWM Advisory Solutions, LLC | 14 | $504 | 0.00% | +14 | New |
| Financial Management Professionals, Inc. | 16 | $576 | 0.00% | −1−5.9% | Reduced |
| Key Financial Inc | 18 | $648 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 19 | $684 | 0.00% | +19 | New |
| Contravisory Investment Management, Inc. | 22 | $792 | 0.00% | −428−95.1% | Reduced |
| Sachetta, LLC | 25 | $901 | 0.00% | +25 | New |
| SWAN Capital LLC | 26 | $927 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 27 | $975 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 31 | $1.00K | 0.00% | −1,515−98.0% | Reduced |
| Roble, Belko & Company, Inc | 19 | $1.00K | 0.00% | +19 | New |
| Nemes Rush Group LLC | 29 | $1.05K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 31 | $1.12K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 35 | $1.26K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 35 | $1.26K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 36 | $1.30K | 0.00% | +36 | New |
| Archer Investment Corp | 40 | $1.44K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 41 | $1.48K | 0.00% | +18+78.3% | Added |
| Valued Wealth Advisors LLC | 41 | $1.48K | 0.00% | −11−21.2% | Reduced |
| Continuum Advisory, LLC | 42 | $1.51K | 0.00% | −280−87.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 42 | $1.51K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 44 | $1.58K | 0.00% | +44 | New |
| Decker Retirement Planning Inc. | 48 | $1.73K | 0.00% | +48 | New |
| Cape Investment Advisory, Inc. | 54 | $1.96K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 59 | $2.13K | 0.00% | −16−21.3% | Reduced |
| Raffa Wealth Management, LLC | 60 | $2.16K | 0.00% | −800−93.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 63 | $2.27K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 78 | $2.81K | 0.00% | +15+23.8% | Added |
| Clearstead Advisors, LLC | 78 | $2.81K | 0.00% | +23+41.8% | Added |
| Truvestments Capital LLC | 79 | $2.84K | 0.00% | +54+216.0% | Added |
| Bell Investment Advisors, Inc | 81 | $2.92K | 0.00% | −27−25.0% | Reduced |
| CoreCap Advisors, LLC | 83 | $3.00K | 0.00% | −108−56.5% | Reduced |
| Coston, McIsaac & Partners | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 84 | $3.02K | 0.00% | −83−49.7% | Reduced |
| LGT Financial Advisors LLC | 91 | $3.28K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 92 | $3.31K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 99 | $3.49K | 0.00% | +99 | New |
| DHJJ Financial Advisors, Ltd. | 99 | $3.55K | 0.00% | −4−3.9% | Reduced |
| Farmers & Merchants Investments Inc | 100 | $3.60K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $3.60K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 100 | $3.60K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 101 | $3.64K | 0.00% | −4,559−97.8% | Reduced |
| Morton Brown Family Wealth, LLC | 101 | $3.64K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 101 | $3.64K | 0.00% | +2+2.0% | Added |
| Pinnacle Bancorp, Inc. | 104 | $3.75K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 104 | $3.75K | 0.00% | +104 | New |
| AdvisorNet Financial, Inc | 108 | $3.89K | 0.00% | −5−4.4% | Reduced |
| Bruce G. Allen Investments, LLC | 111 | $4.00K | 0.00% | +4+3.7% | Added |
| HM Payson & Co | 111 | $4.00K | 0.00% | +10+9.9% | Added |
| High Note Wealth, LLC | 117 | $4.21K | 0.00% | +117 | New |
| SRS Capital Advisors, Inc. | 129 | $4.65K | 0.00% | +37+40.2% | Added |
| Legend Financial Advisors, Inc. | 131 | $4.72K | 0.00% | +131 | New |
| Operose Advisors LLC | 145 | $5.22K | 0.00% | −635−81.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 147 | $5.29K | 0.00% | +147 | New |
| Sunbelt Securities, Inc. | 150 | $5.36K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 150 | $5.40K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 157 | $5.65K | 0.00% | +114+265.1% | Added |
| Manchester Capital Management LLC | 163 | $5.87K | 0.00% | −11−6.3% | Reduced |
| Bokf, NA | 173 | $5.92K | 0.00% | −8−4.4% | Reduced |
| Capital Advisors, Ltd. LLC | 174 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 155 | $6.14K | 0.00% | −1,271−89.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 173 | $6.25K | 0.00% | −3,191−94.9% | Reduced |
| EverSource Wealth Advisors, LLC | 191 | $6.88K | 0.00% | +16+9.1% | Added |
| Salem Investment Counselors Inc | 192 | $6.91K | 0.00% | +60+45.5% | Added |
| Massmutual Trust Co FSB | 197 | $7.09K | 0.00% | −13−6.2% | Reduced |
| North Star Investment Management Corp. | 200 | $7.20K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $7.20K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 203 | $7.31K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 210 | $7.56K | 0.01% | +210 | New |
| Sound Income Strategies, LLC | 214 | $7.71K | 0.00% | −60−21.9% | Reduced |
| Abound Wealth Management | 235 | $8.45K | 0.00% | +85+56.7% | Added |
| Runnymede Capital Advisors, Inc. | 276 | $9.94K | 0.01% | +276 | New |
| Optimum Investment Advisors | 300 | $10.8K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 300 | $10.8K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 306 | $11.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 325 | $11.7K | 0.00% | +77+31.0% | Added |
| CIBC Private Wealth Group, LLC | 390 | $13.9K | 0.00% | +22+6.0% | Added |
| Westside Investment Management, Inc. | 386 | $13.9K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 412 | $14.0K | 0.01% | −249−37.7% | Reduced |
| Ameliora Wealth Management Ltd. | 390 | $14.0K | 0.01% | +390 | New |
| TD Waterhouse Canada Inc. | 393 | $14.2K | 0.00% | −27,497−98.6% | Reduced |
| DecisionPoint Financial, LLC | 400 | $14.4K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 403 | $14.5K | 0.00% | +403 | New |
| Private Trust Co NA | 405 | $14.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 413 | $14.9K | 0.00% | +4+1.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 450 | $16.2K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 497 | $17.9K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 542 | $19.5K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 543 | $19.6K | 0.00% | −409−43.0% | Reduced |
| Proequities, Inc. | 571 | $22.6K | 0.00% | +554+3,258.8% | Added |
| Trust Co of Vermont | 629 | $22.6K | 0.00% | +495+369.4% | Added |
