| Jones Financial Companies LLLP | 1 | $0 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 1 | $93 | 0.00% | +1 | New |
| JJJ Advisors Inc. | 1 | $165 | 0.00% | +1 | New |
| Fortis Advisors, LLC | 1 | $166 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $331 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $497 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 3 | $497 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $497 | 0.00% | +3 | New |
| First Financial Corp | 5 | $828 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $831 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 6 | $994 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 6 | $994 | 0.00% | +6 | New |
| TSFG, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 7 | $1.00K | 0.00% | +7 | New |
| North Star Investment Management Corp. | 7 | $1.16K | 0.00% | +7 | New |
| Ellevest, Inc. | 8 | $1.33K | 0.00% | +8 | New |
| MinichMacGregor Wealth Management, LLC | 10 | $1.66K | 0.00% | +10 | New |
| McElhenny Sheffield Capital Management, LLC | 10 | $1.66K | 0.00% | +10 | New |
| SOA Wealth Advisors, LLC. | 10 | $1.67K | 0.00% | −2−16.7% | Reduced |
| Sofos Investments, Inc. | 166 | $1.81K | 0.02% | −2,264−93.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 16 | $2.00K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 14 | $2.32K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 16 | $2.65K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 17 | $2.82K | 0.00% | −1−5.6% | Reduced |
| Sierra Capital LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 19 | $3.18K | 0.00% | +19 | New |
| Trifecta Capital Advisors, LLC | 20 | $3.31K | 0.00% | +20 | New |
| Johnson Financial Group, Inc. | 21 | $3.48K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 22 | $3.65K | 0.00% | +8+57.1% | Added |
| Rise Advisors, LLC | 22 | $3.67K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 25 | $4.14K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 32 | $5.21K | 0.00% | +32 | New |
| Baker Avenue Asset Management, LP | 32 | $5.30K | 0.00% | +32 | New |
| Core Wealth Advisors, Inc. | 34 | $5.63K | 0.00% | +34 | New |
| Hollencrest Capital Management | 41 | $6.79K | 0.00% | +41 | New |
| Westside Investment Management, Inc. | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 41 | $7.00K | 0.00% | +41 | New |
| Moisand Fitzgerald Tamayo, LLC | 43 | $7.13K | 0.00% | +23+115.0% | Added |
| Washington Trust Advisors, Inc. | 44 | $7.29K | 0.00% | −83−65.4% | Reduced |
| Horan Securities, Inc. | 44 | $7.29K | 0.00% | +19+76.0% | Added |
| Atticus Wealth Management, LLC | 45 | $7.46K | 0.00% | −4−8.2% | Reduced |
| Schubert & Co | 45 | $7.46K | 0.01% | +2+4.7% | Added |
| Hexagon Capital Partners LLC | 50 | $8.29K | 0.00% | +7+16.3% | Added |
| Global Wealth Strategies & Associates | 52 | $8.62K | 0.01% | +52 | New |
| Sugarloaf Wealth Management, LLC | 53 | $8.70K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 57 | $9.00K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 60 | $9.94K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 65 | $10.0K | 0.00% | +47+261.1% | Added |
| Baystate Wealth Management LLC | 64 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 67 | $11.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $11.3K | 0.00% | −1−1.4% | Reduced |
| Tucker Asset Management LLC | 68 | $11.3K | 0.00% | +68 | New |
| Distillate Capital Partners LLC | 71 | $11.8K | 1.10% | +71 | New |
| Plante Moran Financial Advisors, LLC | 74 | $12.3K | 0.00% | +74 | New |
| Hoese & Co LLP | 75 | $13.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 104 | $14.1K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 85 | $14.1K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 90 | $14.9K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 92 | $15.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 97 | $16.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 97 | $16.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 99 | $16.4K | 0.00% | +11+12.5% | Added |
| Washington Trust Co | 100 | $16.6K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 100 | $16.6K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $16.6K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $16.6K | 0.00% | +100 | New |
| Harbour Investments, Inc. | 102 | $16.9K | 0.00% | +24+30.8% | Added |
| Dividend Assets Capital, LLC | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 104 | $17.0K | 0.01% | +12+13.0% | Added |
| Tradition Wealth Management, LLC | 107 | $18.0K | 0.00% | +5+4.9% | Added |
| Legacy Bridge, LLC | 110 | $18.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 121 | $20.0K | 0.02% | +121 | New |
| Clear Perspectives Financial Planning, LLC | 125 | $20.7K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 126 | $20.9K | 0.01% | −100−44.2% | Reduced |
| Eagle Bay Advisors LLC | 131 | $21.7K | 0.01% | +2+1.6% | Added |
| Glassy Mountain Advisors, Inc. | 140 | $23.2K | 0.01% | +140 | New |
| New Millennium Group LLC | 142 | $23.5K | 0.03% | −16−10.1% | Reduced |
| Resources Management Corp | 145 | $24.0K | 0.00% | −225−60.8% | Reduced |
| Prestige Wealth Management Group LLC | 147 | $24.4K | 0.01% | −15−9.3% | Reduced |
| Lindbrook Capital, LLC | 169 | $28.0K | 0.00% | −61−26.5% | Reduced |
| Crewe Advisors LLC | 175 | $29.0K | 0.00% | −59−25.2% | Reduced |
| Hanson & Doremus Investment Management | 172 | $29.0K | 0.01% | −30−14.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 175 | $29.0K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 177 | $29.3K | 0.01% | +177 | New |
| BerganKDV Wealth Management, LLC | 186 | $30.8K | 0.00% | −1−0.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 192 | $31.8K | 0.02% | +192 | New |
| Pittenger & Anderson Inc | 199 | $33.0K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 200 | $33.1K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 202 | $33.5K | 0.02% | −45−18.2% | Reduced |
| Focused Wealth Management, Inc | 202 | $33.5K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 217 | $36.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 237 | $39.0K | 0.00% | +237 | New |
| Pin Oak Investment Advisors Inc | 240 | $40.0K | 0.05% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 252 | $41.0K | 0.02% | +252 | New |
| Iron Horse Wealth Management, LLC | 250 | $41.0K | 0.02% | +250 | New |
| Caldwell Trust Co | 251 | $41.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 256 | $42.4K | 0.01% | +11+4.5% | Added |
| Hanseatic Management Services Inc | 264 | $44.0K | 0.11% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 265 | $44.0K | 0.00% | +103+63.6% | Added |