| Dogwood Wealth Management LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| Riggs Asset Managment Co. Inc. | 1 | $233 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $233 | 0.00% | +1 | New |
| New Millennium Group LLC | 1 | $264 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $466 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 3 | $698 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $698 | 0.00% | +3 | New |
| Addison Advisors LLC | 3 | $698 | 0.00% | +3 | New |
| ClariVest Asset Management LLC | 4 | $781 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 4 | $930 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 4 | $930 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $1.00K | 0.00% | +4+400.0% | Added |
| Planned Solutions, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Financial Gravity Companies, Inc. | 7 | $1.63K | 0.00% | +7 | New |
| Riverview Trust Co | 9 | $2.09K | 0.00% | +9 | New |
| Caitlin John, LLC | 11 | $2.12K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 10 | $2.33K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 11 | $2.56K | 0.00% | +6+120.0% | Added |
| Cassady Schiller Wealth Management, LLC | 12 | $2.79K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 13 | $3.02K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 13 | $3.02K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 14 | $3.26K | 0.00% | −57−80.3% | Reduced |
| New England Capital Financial Advisors LLC | 15 | $3.42K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 15 | $3.49K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 15 | $3.49K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 16 | $3.72K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 16 | $3.75K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 17 | $3.95K | 0.00% | +17 | New |
| M&R Capital Management Inc | 18 | $4.19K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 20 | $4.65K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 20 | $4.65K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 21 | $4.88K | 0.00% | +21 | New |
| NVWM, LLC | 22 | $5.02K | 0.00% | +1+4.8% | Added |
| Criterion Capital Advisors, LLC | 26 | $5.05K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 22 | $5.10K | 0.00% | −8−26.7% | Reduced |
| Cornerstone Planning Group LLC | 25 | $5.32K | 0.00% | +4+19.0% | Added |
| Signature Resources Capital Management, LLC | 23 | $5.35K | 0.00% | −2−8.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 24 | $5.58K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 24 | $5.72K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 26 | $6.05K | 0.00% | +6+30.0% | Added |
| 1620 Investment Advisors, Inc. | 29 | $6.83K | 0.00% | +9+45.0% | Added |
| ORG Wealth Partners, LLC | 30 | $6.97K | 0.00% | +30 | New |
| Fairman Group, LLC | 32 | $7.44K | 0.01% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 33 | $7.67K | 0.00% | −50−60.2% | Reduced |
| Godsey & Gibb Associates | 34 | $7.91K | 0.00% | +34 | New |
| Davidson Capital Management Inc. | 35 | $8.14K | 0.00% | −6−14.6% | Reduced |
| Tucker Asset Management LLC | 35 | $8.14K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 35 | $8.14K | 0.00% | +35 | New |
| West Financial Advisors, LLC | 36 | $8.37K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 37 | $8.61K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 39 | $9.07K | 0.00% | −30−43.5% | Reduced |
| Duncker Streett & Co Inc | 42 | $9.77K | 0.00% | −10−19.2% | Reduced |
| Darwin Advisors, LLC | 42 | $9.77K | 0.00% | +42 | New |
| Oarsman Capital, Inc. | 45 | $10.5K | 0.00% | +45 | New |
| Flaharty Asset Management, LLC | 45 | $10.5K | 0.00% | +45 | New |
| West Oak Capital, LLC | 45 | $10.5K | 0.00% | −1,058−95.9% | Reduced |
| Wolff Wiese Magana LLC | 46 | $10.7K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 46 | $10.7K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 47 | $11.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $11.5K | 0.00% | +20+66.7% | Added |
| Financial Perspectives, Inc | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 50 | $11.6K | 0.01% | +50 | New |
| Capital Performance Advisors LLP | 51 | $12.0K | 0.00% | +51 | New |
| Colonial Trust Advisors | 52 | $12.1K | 0.00% | 00.0% | Unchanged |
| 4Thought Financial Group Inc. | 52 | $12.1K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 54 | $12.6K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 54 | $12.6K | 0.01% | +1+1.9% | Added |
| Avion Wealth | 57 | $13.0K | 0.00% | +5+9.6% | Added |
| Financial Avengers, Inc. | 58 | $13.5K | 0.01% | +58 | New |
| Cherry Tree Wealth Management, LLC | 62 | $14.4K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 62 | $14.4K | 0.00% | +19+44.2% | Added |
| Financial Freedom, LLC | 63 | $14.7K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 65 | $15.1K | 0.01% | −25−27.8% | Reduced |
| Toth Financial Advisory Corp | 65 | $15.1K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 68 | $15.7K | 0.01% | +1+1.5% | Added |
| HBC Financial Services, PLLC | 75 | $16.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 70 | $16.3K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 70 | $16.4K | 0.01% | +70 | New |
| POM Investment Strategies, LLC | 71 | $16.5K | 0.01% | −11−13.4% | Reduced |
| Proffitt & Goodson Inc | 71 | $16.5K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 72 | $16.6K | 0.01% | +72 | New |
| Tradewinds Capital Management, LLC | 73 | $16.9K | 0.00% | +1+1.4% | Added |
| First Personal Financial Services | 73 | $17.0K | 0.00% | +1+1.4% | Added |
| Valley National Advisers Inc | 76 | $17.0K | 0.00% | −123−61.8% | Reduced |
| Salomon & Ludwin, LLC | 74 | $17.2K | 0.00% | +37+100.0% | Added |
| SJS Investment Consulting Inc. | 74 | $17.2K | 0.00% | +74 | New |
| Frazier Financial Advisors, LLC | 78 | $18.1K | 0.01% | −4−4.9% | Reduced |
| JNBA Financial Advisors | 79 | $18.4K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 81 | $18.8K | 0.01% | −21−20.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 83 | $19.0K | 0.01% | −183−68.8% | Reduced |
| Abound Wealth Management | 90 | $20.8K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 90 | $20.9K | 0.00% | −37−29.1% | Reduced |
| Fairfield Financial Advisors, LTD | 90 | $20.9K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 92 | $21.4K | 0.00% | −973−91.4% | Reduced |
| South State Corp. | 93 | $21.6K | 0.00% | −68−42.2% | Reduced |
| Aspect Partners, LLC | 93 | $21.6K | 0.01% | +2+2.2% | Added |
| MidAtlantic Capital Management, Inc. | 95 | $22.1K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 96 | $22.3K | 0.01% | −684−87.7% | Reduced |