| Hallmark Capital Management Inc | 0 | $9 | 0.00% | −12−100.0% | Reduced |
| Hexagon Capital Partners LLC | 1 | $41 | 0.00% | −12−92.3% | Reduced |
| Robbins Farley LLC | 3 | $122 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 4 | $163 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 5 | $203 | 0.00% | +5 | New |
| Bogart Wealth, LLC | 6 | $244 | 0.00% | −44−88.0% | Reduced |
| Bell Investment Advisors, Inc | 9 | $366 | 0.00% | +9 | New |
| Accurate Wealth Management, LLC | 8 | $386 | 0.00% | +8 | New |
| Sofos Investments, Inc. | 41 | $394 | 0.00% | −1,064−96.3% | Reduced |
| Trustcore Financial Services, LLC | 10 | $406 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $406 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10 | $407 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 10 | $407 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 11 | $447 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11 | $447 | 0.00% | +11 | New |
| Creative Financial Designs Inc | 12 | $488 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 12 | $488 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $528 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 15 | $610 | 0.00% | −236−94.0% | Reduced |
| Macroview Investment Management LLC | 15 | $610 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 16 | $650 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 12 | $784 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $813 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 20 | $813 | 0.00% | +20 | New |
| Coppell Advisory Solutions LLC | 20 | $813 | 0.00% | +20 | New |
| Coppell Advisory Solutions Corp. | 20 | $813 | 0.00% | +20 | New |
| JJJ Advisors Inc. | 17 | $844 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 21 | $854 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 25 | $1.02K | 0.00% | −356−93.4% | Reduced |
| Gradient Investments LLC | 25 | $1.02K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 25 | $1.02K | 0.00% | +25 | New |
| ICA Group Wealth Management, LLC | 30 | $1.22K | 0.00% | +30 | New |
| Pacifica Partners Inc. | 30 | $1.23K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 31 | $1.26K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 33 | $1.34K | 0.00% | +16+94.1% | Added |
| SJS Investment Consulting Inc. | 34 | $1.38K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 40 | $1.63K | 0.00% | −100−71.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 42 | $1.71K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 42 | $1.71K | 0.00% | +42 | New |
| PayPay Securities Corp | 45 | $1.83K | 0.12% | +45 | New |
| Level Financial Advisors, Inc. | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 50 | $2.03K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $2.03K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 50 | $2.03K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 50 | $2.03K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 53 | $2.15K | 0.00% | +53 | New |
| Toth Financial Advisory Corp | 55 | $2.24K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 56 | $2.28K | 0.00% | +38+211.1% | Added |
| Rise Advisors, LLC | 60 | $2.43K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 60 | $2.44K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 60 | $2.44K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 84 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 80 | $3.25K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 85 | $3.46K | 0.00% | +50+142.9% | Added |
| Bellwether Advisors, LLC | 88 | $3.58K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 90 | $3.66K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 125 | $4.00K | 0.00% | +125 | New |
| Focused Wealth Management, Inc | 100 | $4.07K | 0.00% | −800−88.9% | Reduced |
| Optimum Investment Advisors | 100 | $4.07K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 100 | $4.07K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 100 | $4.07K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $4.07K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 100 | $4.07K | 0.00% | +100 | New |
| Yarbrough Capital, LLC | 100 | $4.07K | 0.00% | +100 | New |
| Tradewinds Capital Management, LLC | 115 | $4.67K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 117 | $4.76K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 120 | $4.88K | 0.00% | +120 | New |
| Abound Wealth Management | 125 | $5.08K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 127 | $5.16K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 128 | $5.20K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 130 | $5.28K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 145 | $5.89K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 165 | $6.00K | 0.00% | +165 | New |
| Quadrant Capital Group LLC | 152 | $6.18K | 0.00% | +105+223.4% | Added |
| Archer Investment Corp | 155 | $6.30K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 162 | $6.58K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 160 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 111 | $7.00K | 0.00% | +98+753.8% | Added |
| Montag A & Associates Inc | 175 | $7.11K | 0.00% | −100−36.4% | Reduced |
| Sargent Bickham Lagudis LLC | 179 | $7.28K | 0.00% | +50+38.8% | Added |
| Boulder Wealth Advisors, LLC | 200 | $8.00K | 0.01% | +200 | New |
| Moser Wealth Advisors, LLC | 200 | $8.13K | 0.01% | +150+300.0% | Added |
| Proequities, Inc. | 200 | $8.13K | 0.00% | +200 | New |
| Godsey & Gibb Associates | 200 | $8.13K | 0.00% | +200 | New |
| Romano Brothers and Company | 204 | $8.29K | 0.00% | +204 | New |
| Geneos Wealth Management Inc. | 206 | $8.37K | 0.00% | −335−61.9% | Reduced |
| Tyler-Stone Wealth Management | 227 | $9.00K | 0.01% | 00.0% | Unchanged |
| Affiance Financial, LLC | 231 | $9.39K | 0.00% | +231 | New |
| Parallel Advisors, LLC | 240 | $9.76K | 0.00% | −74−23.6% | Reduced |
| Bangor Savings Bank | 255 | $10.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 255 | $10.0K | 0.01% | +10+4.1% | Added |
| Huntington National Bank | 285 | $11.6K | 0.00% | −5−1.7% | Reduced |
| Mascoma Wealth Management LLC | 291 | $11.8K | 0.00% | +41+16.4% | Added |
| Vigilant Capital Management, LLC | 300 | $12.0K | 0.00% | −473−61.2% | Reduced |