| Hemington Wealth Management | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1 | $16 | 0.00% | +1 | New |
| North Capital, Inc. | 1 | $16 | 0.00% | +1 | New |
| Caitlin John, LLC | 4 | $63 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 5 | $79 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 7 | $92 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 6 | $95 | 0.00% | +6 | New |
| Medallion Wealth Advisors, LLC | 6 | $96 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 6 | $104 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 10 | $158 | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 10 | $158 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $175 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 11 | $175 | 0.00% | +11 | New |
| Palisade Asset Management, LLC | 13 | $206 | 0.00% | +13 | New |
| Bruce G. Allen Investments, LLC | 14 | $222 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 15 | $238 | 0.00% | +15 | New |
| TD Capital Management LLC | 15 | $241 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 16 | $254 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 19 | $301 | 0.00% | −10−34.5% | Reduced |
| Quaker Wealth Management, LLC | 20 | $317 | 0.00% | −20−50.0% | Reduced |
| Hallmark Capital Management Inc | 20 | $317 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 20 | $317 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 26 | $412 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 26 | $412 | 0.00% | +26 | New |
| Tortoise Investment Management, LLC | 30 | $475 | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 32 | $507 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 40 | $554 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 35 | $554 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 36 | $570 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 36 | $570 | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 37 | $578 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 37 | $587 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 40 | $634 | 0.00% | −14−25.9% | Reduced |
| Evermay Wealth Management LLC | 40 | $634 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 40 | $634 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 42 | $665 | 0.00% | +42 | New |
| Proffitt & Goodson Inc | 43 | $682 | 0.00% | 00.0% | Unchanged |
| Gladwyn Financial Advisors, Inc. | 43 | $685 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 45 | $713 | 0.00% | −45−50.0% | Reduced |
| Asset Dedication, LLC | 51 | $808 | 0.00% | −97−65.5% | Reduced |
| Concord Wealth Partners | 54 | $855 | 0.00% | −12−18.2% | Reduced |
| Assetmark, Inc | 55 | $871 | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 60 | $950 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 79 | $991 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 63 | $998 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 114 | $1.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 66 | $1.05K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 70 | $1.11K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 70 | $1.11K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 72 | $1.14K | 0.00% | −18−20.0% | Reduced |
| Rialto Wealth Management, LLC | 75 | $1.19K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 76 | $1.20K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 80 | $1.27K | 0.00% | +80 | New |
| Country Trust Bank | 82 | $1.30K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 83 | $1.31K | 0.00% | −388−82.4% | Reduced |
| Cedar Mountain Advisors, LLC | 84 | $1.33K | 0.00% | +84 | New |
| New England Capital Financial Advisors LLC | 90 | $1.42K | 0.00% | +1+1.1% | Added |
| HHM Wealth Advisors, LLC | 90 | $1.43K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 92 | $1.46K | 0.00% | +92 | New |
| Prestige Wealth Management Group LLC | 94 | $1.49K | 0.00% | −103−52.3% | Reduced |
| Peoples Financial Services Corp. | 96 | $1.52K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 96 | $1.52K | 0.00% | +96 | New |
| Bank & Trust Co | 97 | $1.54K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 98 | $1.55K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $1.58K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 100 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 100 | $1.58K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 100 | $1.59K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 103 | $1.63K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 106 | $1.68K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 109 | $1.73K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 113 | $1.79K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 117 | $1.86K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 130 | $2.06K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 139 | $2.20K | 0.00% | +56+67.5% | Added |
| Johnson Financial Group, Inc. | 153 | $2.42K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 154 | $2.45K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 159 | $2.52K | 0.00% | −12−7.0% | Reduced |
| Mather Group, LLC. | 161 | $2.55K | 0.00% | +161 | New |
| Sachetta, LLC | 166 | $2.63K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 176 | $2.79K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 178 | $2.82K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 185 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 192 | $3.04K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 196 | $3.10K | 0.00% | +3+1.6% | Added |
| Strengthening Families & Communities, LLC | 199 | $3.15K | 0.00% | +199 | New |
| Colonial Trust Co | 200 | $3.17K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 200 | $3.17K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 215 | $3.41K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 218 | $3.45K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 225 | $3.56K | 0.00% | −173−43.5% | Reduced |
| Sound Income Strategies, LLC | 259 | $3.56K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 233 | $3.64K | 0.00% | +47+25.3% | Added |
| Parkside Financial Bank & Trust | 234 | $3.71K | 0.00% | −118−33.5% | Reduced |
| SRS Capital Advisors, Inc. | 242 | $3.83K | 0.00% | −640−72.6% | Reduced |
| Tompkins Financial Corp | 244 | $3.87K | 0.00% | 00.0% | Unchanged |