| NewSquare Capital LLC | 2 | $77 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 3 | $116 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $157 | 0.00% | −87−95.6% | Reduced |
| Kessler Investment Group, LLC | 5 | $194 | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 10 | $369 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 11 | $426 | 0.00% | −3−21.4% | Reduced |
| Northwest Investment Counselors, LLC | 31 | $1.22K | 0.00% | +31 | New |
| Raffa Wealth Management, LLC | 38 | $1.47K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 39 | $1.51K | 0.00% | −100−71.9% | Reduced |
| IAG Wealth Partners, LLC | 40 | $1.55K | 0.00% | −200−83.3% | Reduced |
| Stone House Investment Management, LLC | 40 | $1.55K | 0.00% | +40 | New |
| Financial Freedom, LLC | 49 | $1.88K | 0.00% | +1+2.1% | Added |
| Western Pacific Wealth Management, LP | 49 | $1.90K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 50 | $1.94K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 50 | $1.94K | 0.00% | +50 | New |
| Abound Wealth Management | 51 | $1.98K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 71 | $2.75K | 0.00% | −41−36.6% | Reduced |
| Coppell Advisory Solutions LLC | 83 | $2.90K | 0.00% | −575−87.4% | Reduced |
| True Wealth Design, LLC | 76 | $2.94K | 0.00% | +1+1.3% | Added |
| Macroview Investment Management LLC | 80 | $3.10K | 0.00% | +80 | New |
| Cranbrook Wealth Management, LLC | 82 | $3.18K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 83 | $3.21K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 83 | $3.21K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $3.87K | 0.00% | −500−83.3% | Reduced |
| Chesapeake Asset Management LLC | 100 | $3.87K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $3.87K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $3.87K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 110 | $4.26K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 137 | $5.30K | 0.01% | −24,515−99.4% | Reduced |
| MV Capital Management, Inc. | 146 | $5.65K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 151 | $5.85K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 159 | $6.14K | 0.00% | −70−30.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 161 | $6.23K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 161 | $6.23K | 0.00% | +48+42.5% | Added |
| AllSquare Wealth Management LLC | 164 | $6.35K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 164 | $6.35K | 0.00% | +164 | New |
| Guardian Wealth Management, Inc. | 167 | $6.46K | 0.01% | +59+54.6% | Added |
| Webster Bank, N. A. | 180 | $6.97K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 189 | $7.00K | 0.00% | +189 | New |
| Carmel Capital Partners, LLC | 182 | $7.05K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 188 | $7.28K | 0.01% | +2+1.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 200 | $7.74K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 208 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 216 | $8.36K | 0.00% | +200+1,250.0% | Added |
| Prestige Wealth Management Group LLC | 226 | $8.75K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 229 | $8.87K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 229 | $9.00K | 0.00% | −1,010−81.5% | Reduced |
| Clean Yield Group | 250 | $9.66K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 250 | $9.68K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 264 | $10.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 287 | $11.0K | 0.00% | −20−6.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 295 | $11.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 295 | $11.4K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 296 | $11.5K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 300 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 300 | $11.6K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 329 | $12.3K | 0.00% | +73+28.5% | Added |
| Founders Capital Management | 323 | $12.5K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 330 | $12.8K | 0.00% | +330 | New |
| Washington Trust Co | 335 | $13.0K | 0.00% | −613−64.7% | Reduced |
| CKW Financial Group | 328 | $13.0K | 0.00% | +1+0.3% | Added |
| Farmers & Merchants Investments Inc | 340 | $13.2K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 345 | $13.4K | 0.01% | +3+0.9% | Added |
| Ritter Daniher Financial Advisory LLC | 353 | $13.7K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 359 | $13.9K | 0.01% | +359 | New |
| Truvestments Capital LLC | 363 | $14.1K | 0.01% | −300−45.2% | Reduced |
| Pacifica Partners Inc. | 400 | $14.6K | 0.01% | +400 | New |
| MB, Levis & Associates, LLC | 400 | $15.5K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 429 | $16.6K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 437 | $16.9K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 440 | $17.0K | 0.01% | −5−1.1% | Reduced |
| Mechanics Financial Corp | 475 | $18.4K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 483 | $18.7K | 0.01% | +483 | New |
| Kelly Financial Services LLC | 495 | $19.2K | 0.01% | −263−34.7% | Reduced |
| Lowe Wealth Advisors, LLC | 500 | $19.4K | 0.01% | −476−48.8% | Reduced |
| Spotlight Asset Group, Inc. | 500 | $19.4K | 0.02% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 500 | $19.4K | 0.00% | +500 | New |
| Provence Wealth Management Group | 500 | $19.4K | 0.01% | +500 | New |
| Hanson & Doremus Investment Management | 528 | $20.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 543 | $20.0K | 0.02% | 00.0% | Unchanged |
| Headinvest, LLC | 530 | $20.0K | 0.00% | +530 | New |
| Harbor Investment Advisory, LLC | 528 | $20.4K | 0.00% | −9,585−94.8% | Reduced |
| Johnson Financial Group, Inc. | 534 | $20.7K | 0.00% | +534 | New |
| Sutton Wealth Advisors Inc. | 559 | $21.6K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 567 | $22.0K | 0.01% | +567 | New |
| Ulland Investment Advisors, LLC | 575 | $22.0K | 0.02% | 00.0% | Unchanged |
| Motco | 604 | $23.4K | 0.00% | +139+29.9% | Added |
| Milestone Investment Advisors LLC | 606 | $23.5K | 0.01% | +606 | New |
| Glen Eagle Advisors, LLC | 611 | $23.7K | 0.01% | +2+0.3% | Added |
| WFA of San Diego, LLC | 613 | $23.7K | 0.02% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 639 | $24.7K | 0.02% | +639 | New |
| Covestor Ltd | 680 | $26.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 680 | $26.3K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 685 | $26.5K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 688 | $26.6K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 690 | $26.7K | 0.00% | +57+9.0% | Added |
| TD Capital Management LLC | 720 | $27.9K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 738 | $28.6K | 0.00% | −1,410−65.6% | Reduced |
| Miller Wealth Advisors, LLC | 739 | $28.6K | 0.02% | +7+1.0% | Added |
