| Householder Group Estate & Retirement Specialist, LLC | 1 | $0 | 0.00% | −29−96.7% | Reduced |
| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | New |
| Sofos Investments, Inc. | 0 | $71 | 0.00% | −126−100.0% | Reduced |
| Tennessee Valley Asset Management Partners | 1 | $126 | 0.00% | +1 | New |
| GoalVest Advisory LLC | 4 | $461 | 0.00% | −184−97.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 5 | $576 | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 6 | $691 | 0.00% | +6 | New |
| Mendota Financial Group, LLC | 6 | $692 | 0.00% | +6 | New |
| MeadowBrook Investment Advisors LLC | 7 | $806 | 0.00% | +7 | New |
| Jones Financial Companies LLLP | 8 | $922 | 0.00% | −32−80.0% | Reduced |
| Impact Partnership Wealth, LLC | 9 | $1.04K | 0.00% | −76−89.4% | Reduced |
| Tidemark, LLC | 9 | $1.04K | 0.00% | +9 | New |
| ClariVest Asset Management LLC | 9 | $1.04K | 0.00% | +9 | New |
| TFC Financial Management | 10 | $1.15K | 0.00% | −13−56.5% | Reduced |
| St Germain D J Co Inc | 10 | $1.15K | 0.00% | 00.0% | Unchanged |
| American National Bank | 11 | $1.27K | 0.00% | +7+175.0% | Added |
| Silicon Valley Capital Partners | 12 | $1.37K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 13 | $1.50K | 0.00% | +13 | New |
| Fairman Group, LLC | 13 | $1.50K | 0.00% | +13 | New |
| Valued Wealth Advisors LLC | 17 | $1.54K | 0.00% | +17 | New |
| Arlington Trust Co LLC | 14 | $1.61K | 0.00% | +14 | New |
| Abich Financial Wealth Management LLC | 14 | $1.64K | 0.00% | +14 | New |
| Financial Synergies Wealth Advisors, Inc. | 13 | $1.76K | 0.00% | −121−90.3% | Reduced |
| Retirement Group, LLC | 16 | $1.84K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 16 | $1.84K | 0.00% | +16 | New |
| Tradewinds Capital Management, LLC | 18 | $2.07K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 19 | $2.19K | 0.00% | −10,743−99.8% | Reduced |
| TCTC Holdings, LLC | 19 | $2.19K | 0.00% | +19 | New |
| First Command Advisory Services, Inc. | 19 | $2.19K | 0.00% | +19 | New |
| Pacific Capital Wealth Advisors, Inc | 20 | $2.30K | 0.00% | +20 | New |
| Activest Wealth Management | 21 | $2.37K | 0.00% | +1+5.0% | Added |
| Trifecta Capital Advisors, LLC | 21 | $2.42K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 22 | $2.53K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 22 | $2.53K | 0.00% | +22 | New |
| Planning Capital Management Corp | 22 | $2.54K | 0.00% | +22 | New |
| Vermillion & White Wealth Management Group, LLC | 23 | $2.65K | 0.00% | +23 | New |
| Venturi Wealth Management, LLC | 24 | $2.72K | 0.00% | −17−41.5% | Reduced |
| Bangor Savings Bank | 25 | $2.88K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 26 | $3.00K | 0.00% | +26 | New |
| Hanson & Doremus Investment Management | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 27 | $3.11K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 29 | $3.34K | 0.00% | +29 | New |
| Red Tortoise LLC | 30 | $3.46K | 0.00% | +30 | New |
| Rise Advisors, LLC | 32 | $3.67K | 0.00% | −33−50.8% | Reduced |
| Raffa Wealth Management, LLC | 33 | $3.80K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 34 | $3.88K | 0.00% | +34 | New |
| Truvestments Capital LLC | 34 | $3.92K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 34 | $3.92K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 35 | $4.03K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 35 | $4.03K | 0.00% | +35 | New |
| Core Wealth Advisors, Inc. | 39 | $4.49K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 40 | $4.72K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $4.72K | 0.00% | −144−77.8% | Reduced |
| Sachetta, LLC | 41 | $4.72K | 0.00% | +41 | New |
| Fortitude Family Office, LLC | 42 | $4.84K | 0.00% | +42 | New |
| Avion Wealth | 42 | $5.00K | 0.00% | +16+61.5% | Added |
| Old Point Trust & Financial Services N A | 45 | $5.18K | 0.00% | +45 | New |
| General Partner, Inc. | 48 | $5.53K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $5.76K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 50 | $5.76K | 0.00% | −3−5.7% | Reduced |
| Aspect Partners, LLC | 51 | $5.88K | 0.00% | +51 | New |
| Byrne Asset Management LLC | 51 | $5.92K | 0.00% | +2+4.1% | Added |
| Dividend Assets Capital, LLC | 50 | $6.00K | 0.00% | −600−92.3% | Reduced |
| Naples Money Management LLC | 55 | $6.33K | 0.01% | +55 | New |
| BOK Financial Private Wealth, Inc. | 57 | $6.57K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 58 | $6.68K | 0.00% | +58 | New |
| Plante Moran Financial Advisors, LLC | 60 | $6.91K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 66 | $6.95K | 0.00% | +66 | New |
| America First Investment Advisors, LLC | 62 | $7.14K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 63 | $7.26K | 0.00% | +63 | New |
| Birchbrook, Inc. | 64 | $7.37K | 0.00% | +64 | New |
| Scarborough Advisors, LLC | 66 | $7.60K | 0.00% | +66 | New |
| Sound Income Strategies, LLC | 69 | $7.91K | 0.00% | −69−50.0% | Reduced |
| Roble, Belko & Company, Inc | 72 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 75 | $8.64K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 76 | $8.75K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 78 | $8.93K | 0.01% | +2+2.6% | Added |
| Focused Wealth Management, Inc | 79 | $9.05K | 0.00% | +2+2.6% | Added |
| Cedar Mountain Advisors, LLC | 79 | $9.10K | 0.00% | +10+14.5% | Added |
| Barrett & Company, Inc. | 80 | $9.21K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 82 | $9.45K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 108 | $9.94K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 87 | $10.0K | 0.00% | −48−35.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 87 | $10.2K | 0.00% | −48−35.6% | Reduced |
| Salomon & Ludwin, LLC | 112 | $10.3K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 90 | $10.4K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 96 | $11.0K | 0.01% | +96 | New |
| Godsey & Gibb Associates | 100 | $11.5K | 0.00% | −18−15.3% | Reduced |
| Missouri Trust & Investment Co | 100 | $11.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 102 | $11.7K | 0.00% | −210−67.3% | Reduced |
| McIlrath & Eck, LLC | 103 | $11.9K | 0.00% | +32+45.1% | Added |
| Asset Dedication, LLC | 105 | $12.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 107 | $12.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 108 | $12.4K | 0.00% | −218−66.9% | Reduced |
| Richard W. Paul & Associates, LLC | 109 | $12.6K | 0.01% | −75−40.8% | Reduced |
| Bell Investment Advisors, Inc | 109 | $12.6K | 0.00% | −68−38.4% | Reduced |
| Sandy Spring Bank | 112 | $12.9K | 0.00% | −1−0.9% | Reduced |
| Concord Wealth Partners | 112 | $12.9K | 0.00% | −86−43.4% | Reduced |
| Guardian Wealth Management, Inc. | 115 | $13.2K | 0.01% | −115−50.0% | Reduced |
| Provenance Wealth Advisors, LLC | 116 | $13.4K | 0.00% | +116 | New |
