| Vermillion & White Wealth Management Group, LLC | 5 | $148 | 0.00% | +5 | New |
| Clark Wealth Partners | 11 | $334 | 0.00% | +11 | New |
| Sugarloaf Wealth Management, LLC | 12 | $355 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 12 | $368 | 0.03% | −12,864−99.9% | Reduced |
| Transcendent Capital Group LLC | 22 | $640 | 0.00% | +1+4.8% | Added |
| Fiduciary Advisors, Inc. | 25 | $741 | 0.00% | +25 | New |
| Bell Investment Advisors, Inc | 26 | $769 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 28 | $825 | 0.00% | +28 | New |
| Synergy Investment Management, LLC | 36 | $1.06K | 0.00% | +36 | New |
| Darwin Advisors, LLC | 37 | $1.09K | 0.00% | +37 | New |
| Financial Network Wealth Advisors LLC | 37 | $1.09K | 0.00% | −303−89.1% | Reduced |
| Vermillion Wealth Management, Inc. | 37 | $1.09K | 0.00% | +37 | New |
| HighMark Wealth Management LLC | 39 | $1.15K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 40 | $1.18K | 0.00% | −28,723−99.9% | Reduced |
| IAG Wealth Partners, LLC | 40 | $1.18K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $1.18K | 0.00% | −1−2.4% | Reduced |
| Ridgewood Investments LLC | 44 | $1.30K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 50 | $1.48K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 50 | $1.48K | 0.00% | +50 | New |
| Financial Freedom, LLC | 52 | $1.53K | 0.00% | +1+2.0% | Added |
| Western Pacific Wealth Management, LP | 52 | $1.55K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 53 | $1.58K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 55 | $1.63K | 0.00% | −23−29.5% | Reduced |
| MPWM Advisory Solutions, LLC | 55 | $1.63K | 0.00% | +55 | New |
| Atala Financial Inc | 60 | $1.77K | 0.00% | +60 | New |
| JNBA Financial Advisors | 61 | $1.80K | 0.00% | −38−38.4% | Reduced |
| FLP Wealth Management, LLC | 65 | $1.93K | 0.00% | +65 | New |
| Halbert Hargrove Global Advisors, LLC | 68 | $2.01K | 0.00% | +68 | New |
| Spurstone Advisory Services, LLC | 73 | $2.16K | 0.04% | +73 | New |
| Wiser Advisor Group LLC | 76 | $2.23K | 0.00% | +1+1.3% | Added |
| Cranbrook Wealth Management, LLC | 82 | $2.42K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 83 | $2.45K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 89 | $2.63K | 0.00% | +33+58.9% | Added |
| Highline Wealth Partners LLC | 96 | $2.84K | 0.00% | +30+45.5% | Added |
| GoalVest Advisory LLC | 100 | $2.96K | 0.00% | −445−81.7% | Reduced |
| Old Point Trust & Financial Services N A | 100 | $2.96K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 100 | $2.96K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 100 | $2.96K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $2.96K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 103 | $3.04K | 0.00% | +65+171.1% | Added |
| Graney & King, LLC | 106 | $3.13K | 0.00% | +106 | New |
| Catherine Avery Investment Management LLC | 107 | $3.16K | 0.00% | +107 | New |
| Bayforest Capital Ltd | 108 | $3.19K | 0.00% | +108 | New |
| Knights of Columbus Asset Advisors LLC | 109 | $3.22K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 114 | $3.37K | 0.00% | −453−79.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $3.50K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 123 | $3.63K | 0.02% | +123 | New |
| SWAN Capital LLC | 126 | $3.73K | 0.00% | +83+193.0% | Added |
| Main Street Group, LTD | 129 | $3.81K | 0.00% | +2+1.6% | Added |
| Richardson Financial Services Inc. | 131 | $3.87K | 0.00% | −131−50.0% | Reduced |
| Zions Bancorporation, N.A. | 135 | $3.99K | 0.00% | −23,226−99.4% | Reduced |
| True Wealth Design, LLC | 138 | $4.08K | 0.00% | −32−18.8% | Reduced |
| Pineridge Advisors LLC | 143 | $4.24K | 0.00% | +2+1.4% | Added |
| MV Capital Management, Inc. | 146 | $4.32K | 0.00% | −142−49.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 150 | $4.43K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 157 | $4.64K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 161 | $4.76K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 164 | $4.85K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Ameritas Investment Partners, Inc. | 169 | $5.01K | 0.00% | +2+1.2% | Added |
| REAP Financial Group, LLC | 178 | $5.25K | 0.00% | −176−49.7% | Reduced |
| Webster Bank, N. A. | 180 | $5.32K | 0.00% | −721−80.0% | Reduced |
| Cornerstone Planning Group LLC | 177 | $5.57K | 0.00% | +128+261.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 197 | $5.82K | 0.00% | +69+53.9% | Added |
| Sachetta, LLC | 200 | $5.91K | 0.00% | −300−60.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 200 | $5.91K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 200 | $5.91K | 0.00% | +200 | New |
| Lavaca Capital LLC | 200 | $5.91K | 0.00% | +200 | New |
| Bellwether Advisors, LLC | 200 | $5.91K | 0.00% | +200 | New |
| Missouri Trust & Investment Co | 200 | $5.91K | 0.00% | +200 | New |
| NewSquare Capital LLC | 205 | $6.06K | 0.00% | +205 | New |
| IMG Wealth Management, Inc. | 212 | $6.27K | 0.01% | +212 | New |
| Murphy & Mullick Capital Management Corp | 213 | $6.30K | 0.01% | +213 | New |
| Glen Eagle Advisors, LLC | 226 | $6.67K | 0.00% | −196−46.4% | Reduced |
| Prestige Wealth Management Group LLC | 226 | $6.68K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 234 | $6.92K | 0.00% | +2+0.9% | Added |
| Rakuten Securities, Inc. | 242 | $7.15K | 0.00% | +28+13.1% | Added |
| Quest 10 Wealth Builders, Inc. | 247 | $7.30K | 0.01% | +247 | New |
| Clean Yield Group | 250 | $7.39K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 257 | $7.60K | 0.00% | −1−0.4% | Reduced |
| Park Place Capital Corp | 258 | $7.63K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 272 | $8.04K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 274 | $8.10K | 0.00% | +274 | New |
| Modus Advisors, LLC | 277 | $8.19K | 0.00% | +277 | New |
| Sierra Ocean, LLC | 288 | $8.52K | 0.01% | +288 | New |
| Citizens National Bank Trust Department | 295 | $8.72K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 296 | $8.75K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 303 | $8.96K | 0.00% | −216−41.6% | Reduced |
| HHM Wealth Advisors, LLC | 306 | $9.05K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 308 | $9.10K | 0.00% | −379−55.2% | Reduced |
| Provenance Wealth Advisors, LLC | 310 | $9.16K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 316 | $9.34K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 317 | $9.38K | 0.00% | −211−40.0% | Reduced |
| West Paces Advisors Inc. | 325 | $9.61K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 330 | $9.75K | 0.01% | +330 | New |
| Kentucky Trust Co | 332 | $9.81K | 0.01% | +332 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 338 | $10.0K | 0.00% | +88+35.2% | Added |
| Tidemark, LLC | 343 | $10.1K | 0.00% | +6+1.8% | Added |
| Iron Horse Wealth Management, LLC | 343 | $10.1K | 0.00% | 00.0% | Unchanged |