| Clearview Wealth Advisors LLC | 1 | $0 | 0.00% | −22−95.7% | Reduced |
| Rocky Mountain Advisers, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 18,596 | $82 | 0.00% | +18,514+22,578.0% | Added |
| Bourgeon Capital Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $1.00K | 0.00% | – | New |
| Brendel Financial Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| KB Financial Partners, LLC | 7 | $2.00K | 0.00% | −1,034−99.3% | Reduced |
| Crescent Capital Consulting, LLC | 7 | $2.00K | 0.00% | −400−98.3% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 9 | $2.00K | 0.00% | +9 | New |
| Sawyer & Company, Inc | 10 | $2.00K | 0.00% | +10 | New |
| McCarthy Asset Management, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| First Financial Corp | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 19 | $4.00K | 0.00% | +19 | New |
| FormulaFolio Investments, LLC | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 24 | $5.00K | 0.00% | +24 | New |
| Clean Yield Group | 20 | $5.00K | 0.00% | +20 | New |
| Anfield Capital Management, LLC | 23 | $5.00K | 0.00% | +23 | New |
| CX Institutional | 25 | $6.00K | 0.00% | −60−70.6% | Reduced |
| Phoenix Wealth Advisors | 30 | $6.00K | 0.00% | −20−40.0% | Reduced |
| Dividend Assets Capital, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 29 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 30 | $7.00K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $7.03K | 0.00% | −18−36.7% | Reduced |
| Parkside Financial Bank & Trust | 43 | $9.00K | 0.00% | −44−50.6% | Reduced |
| Aspire Private Capital, LLC | 39 | $9.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 42 | $9.53K | 0.00% | −30−41.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 42 | $10.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 43 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 55 | $11.0K | 0.01% | +30+120.0% | Added |
| MV Capital Management, Inc. | 51 | $12.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 58 | $13.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 60 | $14.0K | 0.00% | +10+20.0% | Added |
| Front Row Advisors LLC | 85 | $14.0K | 0.01% | +36+73.5% | Added |
| Heritage Wealth Advisors | 65 | $14.7K | 0.00% | −115−63.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 65 | $15.0K | 0.01% | +10+18.2% | Added |
| Trust Co | 69 | $16.0K | 0.01% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 75 | $17.0K | 0.01% | 00.0% | Unchanged |
| Truehand, Inc | 75 | $17.0K | 0.01% | 00.0% | Unchanged |
| Milestone Resources Group Ltd | 73 | $17.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 74 | $17.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 76 | $17.0K | 0.00% | +24+46.2% | Added |
| Stonebridge Capital Advisors LLC | 79 | $18.0K | 0.00% | +9+12.9% | Added |
| NewSquare Capital LLC | 82 | $19.0K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 84 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 87 | $19.7K | 0.01% | −139−61.5% | Reduced |
| Freedman Financial Associates, Inc. | 90 | $20.0K | 0.02% | +90 | New |
| Tucker Asset Management LLC | 91 | $20.6K | 0.01% | +91 | New |
| Professional Financial Advisors, LLC | 90 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 90 | $21.0K | 0.00% | +90 | New |
| Highlander Capital Management, LLC | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 100 | $23.0K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Ade, LLC | 100 | $23.0K | 0.02% | 00.0% | Unchanged |
| Beck Bode, LLC | 100 | $23.0K | 0.01% | +100 | New |
| Delta Asset Management LLC | 104 | $24.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 106 | $24.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 127 | $29.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 127 | $29.0K | 0.00% | +32+33.7% | Added |
| Delos Wealth Advisors, LLC | 130 | $29.0K | 0.04% | +130 | New |
| Prestige Wealth Management Group LLC | 135 | $30.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 135 | $31.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 135 | $31.0K | 0.00% | +18+15.4% | Added |
| Capital Directions Investment Advisors, LLC | 135 | $31.0K | 0.01% | +135 | New |
| Ironwood Financial, llc | 146 | $33.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 150 | $34.0K | 0.02% | −596−79.9% | Reduced |
| Truvestments Capital LLC | 150 | $34.0K | 0.02% | −100−40.0% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 150 | $34.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 150 | $34.0K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 151 | $34.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 152 | $34.0K | 0.02% | +35+29.9% | Added |
| TCTC Holdings, LLC | 151 | $34.0K | 0.00% | +151 | New |
| Gemmer Asset Management LLC | 153 | $35.0K | 0.00% | +42+37.8% | Added |
| Caldwell Trust Co | 158 | $35.8K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 161 | $37.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 161 | $37.0K | 0.00% | +161 | New |
| Pinnacle Wealth Advisors | 161 | $37.0K | 0.00% | +161 | New |
| McIlrath & Eck, LLC | 167 | $38.0K | 0.01% | −106−38.8% | Reduced |
| Ogorek Anthony Joseph | 169 | $38.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 174 | $39.0K | 0.00% | −14−7.4% | Reduced |
| Edge Wealth Management LLC | 175 | $40.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 175 | $40.0K | 0.03% | +175 | New |
| Flagship Private Wealth, LLC | 200 | $41.6K | 0.03% | 00.0% | Unchanged |