| Atlantic Edge Private Wealth Management, LLC | 1 | $33 | 0.00% | +1 | New |
| Trust Co of Vermont | 5 | $164 | 0.00% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 5 | $164 | 0.00% | +5 | New |
| CNB Bank | 5 | $164 | 0.00% | +5 | New |
| Cape Investment Advisory, Inc. | 7 | $229 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 9 | $295 | 0.00% | +9 | New |
| Comerica Bank | 10 | $328 | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 10 | $328 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 10 | $328 | 0.00% | +10 | New |
| Pacific Capital Wealth Advisors, Inc | 10 | $328 | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $360 | 0.00% | +11 | New |
| NVWM, LLC | 14 | $459 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 14 | $459 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 16 | $524 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 19 | $622 | 0.00% | −99−83.9% | Reduced |
| Beacon Capital Management, LLC | 20 | $655 | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 22 | $721 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 25 | $819 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 25 | $819 | 0.00% | +25 | New |
| West Oak Capital, LLC | 26 | $852 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 30 | $862 | 0.00% | +30 | New |
| Horrell Capital Management, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 32 | $1.06K | 0.00% | +8+33.3% | Added |
| Fairscale Capital, LLC | 30 | $1.11K | 0.00% | +30 | New |
| Winch Advisory Services, LLC | 34 | $1.11K | 0.00% | 00.0% | Unchanged |
| American National Bank | 35 | $1.15K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 40 | $1.31K | 0.00% | +40 | New |
| McMahon Financial Advisors, LLC | 42 | $1.38K | 0.00% | +42 | New |
| Pacifica Partners Inc. | 50 | $1.56K | 0.00% | +50 | New |
| Game Plan Financial Advisors, LLC | 50 | $1.64K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 50 | $1.64K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $1.64K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $1.64K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 50 | $1.64K | 0.00% | +50 | New |
| Scarborough Advisors, LLC | 51 | $1.67K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 52 | $1.70K | 0.00% | −10−16.1% | Reduced |
| Ameritas Investment Partners, Inc. | 55 | $1.80K | 0.00% | +50+1,000.0% | Added |
| Coston, McIsaac & Partners | 69 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 74 | $2.00K | 0.00% | +74 | New |
| TD Waterhouse Canada Inc. | 64 | $2.12K | 0.00% | −136−68.0% | Reduced |
| FMR LLC | 65 | $2.13K | 0.00% | +63+3,150.0% | Added |
| Voisard Asset Management Group, Inc. | 66 | $2.16K | 0.00% | +27+69.2% | Added |
| Arrow Financial Corp | 70 | $2.29K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 70 | $2.29K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 100 | $2.40K | 0.00% | +100 | New |
| Smartleaf Asset Management LLC | 66 | $2.42K | 0.00% | −4−5.7% | Reduced |
| Farther Finance Advisors, LLC | 74 | $2.45K | 0.00% | +74 | New |
| Plante Moran Financial Advisors, LLC | 75 | $2.46K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 76 | $2.49K | 0.00% | −76−50.0% | Reduced |
| Pittenger & Anderson Inc | 85 | $2.78K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 88 | $2.88K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 92 | $3.02K | 0.00% | +70+318.2% | Added |
| Hoey Investments, Inc | 96 | $3.14K | 0.00% | +96 | New |
| Burkett Financial Services, LLC | 99 | $3.24K | 0.00% | +99 | New |
| Anchor Investment Management, LLC | 100 | $3.27K | 0.00% | −50−33.3% | Reduced |
| Signaturefd, LLC | 100 | $3.27K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 100 | $3.27K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $3.27K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $3.27K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $3.27K | 0.00% | +100 | New |
| Redwood Wealth Management Group, LLC | 100 | $3.27K | 0.00% | +100 | New |
| Ashton Thomas Private Wealth, LLC | 100 | $3.27K | 0.00% | +100 | New |
| Cornerstone Planning Group LLC | 122 | $3.29K | 0.00% | +62+103.3% | Added |
| Aspire Private Capital, LLC | 102 | $3.34K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 103 | $3.37K | 0.00% | +20+24.1% | Added |
| Private Trust Co NA | 111 | $3.63K | 0.00% | +111 | New |
| Tower Research Capital LLC (TRC) | 136 | $4.45K | 0.00% | +124+1,033.3% | Added |
| Webster Bank, N. A. | 140 | $4.58K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 149 | $4.88K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 150 | $4.91K | 0.00% | +150 | New |
| Huntington National Bank | 150 | $4.91K | 0.00% | −150−50.0% | Reduced |
| Avion Wealth | 176 | $5.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 173 | $5.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 162 | $5.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 154 | $5.04K | 0.00% | +100+185.2% | Added |
| IAG Wealth Partners, LLC | 156 | $5.11K | 0.00% | +156 | New |
| Clearstead Advisors, LLC | 161 | $5.27K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 167 | $5.47K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 168 | $5.50K | 0.00% | +168 | New |
| PFS Partners, LLC | 170 | $5.57K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 170 | $5.57K | 0.00% | +3+1.8% | Added |
| Capital Advisors, Ltd. LLC | 193 | $6.00K | 0.00% | +193 | New |
| HighMark Wealth Management LLC | 185 | $6.06K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 189 | $6.19K | 0.00% | +105+125.0% | Added |
| PSI Advisors, LLC | 191 | $6.26K | 0.00% | −93−32.7% | Reduced |
| Triad Wealth Partners, LLC | 199 | $6.52K | 0.00% | +199 | New |
| Newbridge Financial Services Group, Inc. | 200 | $6.55K | 0.00% | −1,350−87.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 200 | $6.55K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 200 | $6.55K | 0.00% | +200 | New |
| St Germain D J Co Inc | 202 | $6.62K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 205 | $6.71K | 0.00% | 00.0% | Unchanged |
| City State Bank | 210 | $6.88K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 214 | $7.01K | 0.00% | −223−51.0% | Reduced |
| WFA Asset Management Corp | 217 | $7.11K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 225 | $7.37K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 229 | $7.50K | 0.00% | −83−26.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 231 | $7.57K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 265 | $8.68K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 270 | $8.84K | 0.01% | 00.0% | Unchanged |