| Baystate Wealth Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2 | $70 | 0.00% | +2 | New |
| Focused Wealth Management, Inc | 3 | $105 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $498 | 0.00% | +14 | New |
| Cassady Schiller Wealth Management, LLC | 16 | $559 | 0.00% | +16 | New |
| Abound Wealth Management | 16 | $559 | 0.00% | +16 | New |
| PFG Private Wealth Management, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 38 | $1.33K | 0.00% | 00.0% | Unchanged |
| Recurrent Investment Advisors LLC | 39 | $1.36K | 0.00% | +39 | New |
| Caldwell Sutter Capital, Inc. | 40 | $1.40K | 0.00% | +40 | New |
| Financial Freedom, LLC | 47 | $1.64K | 0.00% | +47 | New |
| Sofos Investments, Inc. | 35 | $1.68K | 0.02% | −487−93.3% | Reduced |
| Lansing Street Advisors | 48 | $1.68K | 0.00% | +48 | New |
| Aua Capital Management, LLC | 50 | $1.75K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 51 | $1.77K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 73 | $2.55K | 0.00% | +73 | New |
| Cranbrook Wealth Management, LLC | 82 | $2.86K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 83 | $2.90K | 0.00% | +83 | New |
| Coppell Advisory Solutions Corp. | 83 | $2.90K | 0.00% | +83 | New |
| Level Financial Advisors, Inc. | 83 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 116 | $3.31K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 100 | $3.49K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $3.49K | 0.00% | +100 | New |
| Guardian Wealth Management, Inc. | 108 | $3.77K | 0.00% | −56−34.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 109 | $3.81K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 112 | $3.91K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 113 | $3.95K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 114 | $4.00K | 0.00% | +114 | New |
| WR Wealth Planners, LLC | 129 | $4.49K | 0.00% | +2+1.6% | Added |
| Horan Securities, Inc. | 135 | $4.72K | 0.00% | −118−46.6% | Reduced |
| West Financial Advisors, LLC | 148 | $5.17K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 150 | $5.24K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 151 | $5.27K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 164 | $5.73K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 164 | $5.73K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 172 | $5.99K | 0.00% | +2+1.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 174 | $6.00K | 0.00% | +174 | New |
| Register Financial Advisors LLC | 182 | $6.36K | 0.00% | +182 | New |
| Cornerstone Management, Inc. | 200 | $6.99K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 200 | $6.99K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 200 | $6.99K | 0.00% | +200 | New |
| Financial Perspectives, Inc | 204 | $7.11K | 0.00% | +3+1.5% | Added |
| Baker Avenue Asset Management, LP | 214 | $7.47K | 0.00% | +214 | New |
| Freedom Wealth Alliance, LLC | 220 | $7.68K | 0.01% | +220 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 229 | $8.00K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 241 | $8.00K | 0.00% | −78−24.5% | Reduced |
| KB Financial Partners, LLC | 227 | $8.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 238 | $8.00K | 0.01% | +238 | New |
| IAG Wealth Partners, LLC | 240 | $8.38K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 250 | $8.73K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 251 | $9.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 265 | $9.00K | 0.01% | +3+1.1% | Added |
| PrairieView Partners, LLC | 264 | $9.00K | 0.00% | +264 | New |
| Retirement Financial Solutions, LLC | 287 | $10.0K | 0.01% | +287 | New |
| Bellevue Asset Management, LLC | 300 | $10.5K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 301 | $10.5K | 0.00% | −56−15.7% | Reduced |
| Raleigh Capital Management Inc. | 309 | $10.8K | 0.01% | +3+1.0% | Added |
| CKW Financial Group | 326 | $11.0K | 0.00% | +1+0.3% | Added |
| Founders Capital Management | 323 | $11.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 321 | $11.0K | 0.01% | +321 | New |
| Farmers & Merchants Investments Inc | 340 | $11.9K | 0.00% | −11,018−97.0% | Reduced |
| Pittenger & Anderson Inc | 340 | $11.9K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 346 | $12.0K | 0.01% | +346 | New |
| Wolff Wiese Magana LLC | 350 | $12.2K | 0.01% | −183−34.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 353 | $12.3K | 0.01% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 376 | $13.1K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 391 | $13.6K | 0.00% | −9−2.3% | Reduced |
| GHP Investment Advisors, Inc. | 396 | $13.8K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 400 | $14.0K | 0.01% | +400 | New |
| Glen Eagle Advisors, LLC | 405 | $14.1K | 0.00% | +2+0.5% | Added |
| Trustcore Financial Services, LLC | 421 | $14.7K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 429 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 449 | $15.7K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 489 | $17.1K | 0.00% | −2,095−81.1% | Reduced |
| Parkside Financial Bank & Trust | 526 | $18.4K | 0.01% | −2,770−84.0% | Reduced |
| Citizens National Bank Trust Department | 545 | $19.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 538 | $19.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 575 | $20.0K | 0.02% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 584 | $20.4K | 0.02% | +6+1.0% | Added |
| Arlington Partners LLC | 594 | $20.7K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 598 | $20.9K | 0.01% | +598 | New |
| CVA Family Office, LLC | 636 | $22.2K | 0.01% | +199+45.5% | Added |
| Western Pacific Wealth Management, LP | 649 | $22.7K | 0.02% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 650 | $22.7K | 0.02% | +650 | New |
| Piscataqua Savings Bank | 656 | $22.9K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 658 | $23.0K | 0.01% | +358+119.3% | Added |
| Motco | 663 | $23.2K | 0.00% | −3,043−82.1% | Reduced |
| Leelyn Smith, LLC | 680 | $23.8K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 688 | $24.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 694 | $24.2K | 0.01% | +694 | New |
| Madden Securities Corp | 707 | $24.7K | 0.01% | +707 | New |
| Miller Wealth Advisors, LLC | 720 | $25.0K | 0.02% | +13+1.8% | Added |
| TD Capital Management LLC | 720 | $25.2K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 750 | $26.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 759 | $26.5K | 0.00% | +330+76.9% | Added |
| Pathway Financial Advisers, LLC | 770 | $26.9K | 0.01% | +770 | New |
| Covestor Ltd | 759 | $27.0K | 0.02% | −2−0.3% | Reduced |
| New Millennium Group LLC | 798 | $27.9K | 0.03% | +7+0.9% | Added |
| Kelly Financial Services LLC | 798 | $27.9K | 0.01% | +4+0.5% | Added |