| Coston, McIsaac & Partners | 2 | $0 | 0.00% | −76−97.4% | Reduced |
| Loomis Sayles & Co L P | 0 | $16 | 0.00% | 0 | Unchanged |
| Albion Financial Group | 0 | $19 | 0.00% | −244−100.0% | Reduced |
| Glen Eagle Advisors, LLC | 0 | $27 | 0.00% | 0 | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1 | $86 | 0.00% | +1 | New |
| Nemes Rush Group LLC | 1 | $86 | 0.00% | +1 | New |
| Kilter Group LLC | 2 | $173 | 0.00% | +1+100.0% | Added |
| Toth Financial Advisory Corp | 3 | $259 | 0.00% | +3 | New |
| Trust Co | 3 | $259 | 0.00% | +3 | New |
| Murphy & Mullick Capital Management Corp | 3 | $259 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 4 | $345 | 0.00% | −481−99.2% | Reduced |
| Wealth Watch Advisors, INC | 4 | $345 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 5 | $431 | 0.00% | −70−93.3% | Reduced |
| Highline Wealth Partners LLC | 5 | $431 | 0.00% | −67−93.1% | Reduced |
| Quest 10 Wealth Builders, Inc. | 5 | $431 | 0.00% | −13−72.2% | Reduced |
| Reyes Financial Architecture, Inc. | 5 | $431 | 0.00% | +5 | New |
| Fourth Dimension Wealth, LLC | 5 | $431 | 0.00% | +5 | New |
| DHJJ Financial Advisors, Ltd. | 5 | $432 | 0.00% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 5 | $432 | 0.00% | +5 | New |
| First Command Advisory Services, Inc. | 6 | $518 | 0.00% | −35−85.4% | Reduced |
| Abound Wealth Management | 6 | $518 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $518 | 0.00% | +6 | New |
| Fairman Group, LLC | 8 | $690 | 0.00% | −8−50.0% | Reduced |
| American Capital Advisory, LLC | 8 | $691 | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 12 | $1.03K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 12 | $1.03K | 0.00% | +12 | New |
| Turning Point Benefit Group, Inc. | 13 | $1.12K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 13 | $1.12K | 0.00% | +13 | New |
| West Financial Advisors, LLC | 13 | $1.12K | 0.00% | +13 | New |
| Bayban | 13 | $1.12K | 0.00% | +13 | New |
| IMG Wealth Management, Inc. | 15 | $1.29K | 0.00% | −113−88.3% | Reduced |
| Pinney & Scofield, Inc. | 16 | $1.38K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 16 | $1.38K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 16 | $1.42K | 0.00% | 00.0% | Unchanged |
| American National Bank | 17 | $1.47K | 0.00% | +17 | New |
| Global Trust Asset Management, LLC | 18 | $1.51K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 19 | $1.64K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 20 | $1.73K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 20 | $1.73K | 0.00% | −550−96.5% | Reduced |
| UMA Financial Services, Inc. | 20 | $1.73K | 0.00% | +7+53.8% | Added |
| Bogart Wealth, LLC | 21 | $1.81K | 0.00% | −20−48.8% | Reduced |
| Principia Wealth Advisory, LLC | 21 | $1.81K | 0.00% | −8−27.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 21 | $1.81K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 22 | $1.90K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 24 | $2.07K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 24 | $2.07K | 0.00% | −995−97.6% | Reduced |
| Sachetta, LLC | 25 | $2.16K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 25 | $2.16K | 0.00% | +2+8.7% | Added |
| Wealth Preservation Advisors, LLC | 29 | $2.50K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 29 | $2.50K | 0.00% | +16+123.1% | Added |
| McGuire Capital Advisors Inc | 29 | $2.50K | 0.00% | +29 | New |
| IAG Wealth Partners, LLC | 30 | $2.59K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 31 | $2.67K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 31 | $2.73K | 0.00% | −13−29.5% | Reduced |
| Quaker Wealth Management, LLC | 32 | $2.75K | 0.00% | +1+3.2% | Added |
| True Wealth Design, LLC | 33 | $2.85K | 0.00% | +32+3,200.0% | Added |
| Cherry Tree Wealth Management, LLC | 33 | $2.85K | 0.00% | +33 | New |
| Anfield Capital Management, LLC | 34 | $2.93K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 35 | $3.02K | 0.00% | −34−49.3% | Reduced |
| Robinswood Financial LLC | 35 | $3.02K | 0.00% | +1+2.9% | Added |
| Key Financial Inc | 36 | $3.11K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 36 | $3.11K | 0.00% | +18+100.0% | Added |
| Godsey & Gibb Associates | 39 | $3.37K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 39 | $3.37K | 0.00% | +14+56.0% | Added |
| Pacifica Partners Inc. | 40 | $3.48K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 41 | $3.54K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 43 | $3.70K | 0.00% | +43 | New |
| Proathlete Wealth Management LLC | 43 | $3.71K | 0.00% | +18+72.0% | Added |
| SWAN Capital LLC | 43 | $3.71K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 44 | $3.80K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 46 | $3.97K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 47 | $4.05K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 48 | $4.14K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 48 | $4.29K | 0.00% | +48 | New |
| Brown, Lisle/Cummings, Inc. | 50 | $4.31K | 0.00% | −99−66.4% | Reduced |
| Sfam, LLC | 50 | $4.31K | 0.00% | +50 | New |
| Financial Consulate, Inc | 52 | $4.49K | 0.00% | −76−59.4% | Reduced |
| Palladiem, LLC | 52 | $4.50K | 0.00% | +52 | New |
| Cornerstone Planning Group LLC | 56 | $4.97K | 0.00% | −24−30.0% | Reduced |
| Minot DeBlois Advisors LLC | 60 | $5.18K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 60 | $5.18K | 0.00% | +17+39.5% | Added |
| Gleason Group, Inc. | 63 | $5.48K | 0.00% | +1+1.6% | Added |
| Prestige Wealth Management Group LLC | 64 | $5.52K | 0.00% | +19+42.2% | Added |
| Wolff Wiese Magana LLC | 65 | $5.61K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 66 | $5.69K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 66 | $5.69K | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 66 | $5.69K | 0.00% | +66 | New |
| GW&K Investment Management, LLC | 73 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 70 | $6.04K | 0.01% | +70 | New |
| Westfuller Advisors, LLC | 76 | $6.59K | 0.00% | −568−88.2% | Reduced |
| High Point Wealth Management, LLC | 80 | $6.90K | 0.01% | +80 | New |
| Concord Wealth Partners | 84 | $7.25K | 0.00% | −176−67.7% | Reduced |
| Frazier Financial Advisors, LLC | 84 | $7.25K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 85 | $7.33K | 0.00% | −87−50.6% | Reduced |
| Stone House Investment Management, LLC | 86 | $7.42K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 86 | $7.42K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 86 | $7.42K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 86 | $7.42K | 0.00% | −17−16.5% | Reduced |
| Sunrise Financial Services, LLC | 95 | $8.20K | 0.01% | +95 | New |