| Avion Wealth | 11 | $0 | 0.00% | −1−8.3% | Reduced |
| Sawyer & Company, Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1 | $38 | 0.00% | +1 | New |
| Koesten, Hirschmann & Crabtree, INC. | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 2 | $77 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3 | $115 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $229 | 0.00% | +6 | New |
| Planning Capital Management Corp | 6 | $230 | 0.00% | +6 | New |
| New England Capital Financial Advisors LLC | 8 | $308 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 9 | $337 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 9 | $344 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $382 | 0.00% | −371,790−100.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 10 | $382 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 10 | $382 | 0.00% | +10 | New |
| Spectrum Wealth Counsel, LLC | 11 | $420 | 0.00% | −516−97.9% | Reduced |
| Financial Perspectives, Inc | 13 | $496 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 15 | $573 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $573 | 0.00% | +2+15.4% | Added |
| Innealta Capital, LLC | 15 | $573 | 0.00% | +15 | New |
| Tucker Asset Management LLC | 16 | $611 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 17 | $649 | 0.05% | −55−76.4% | Reduced |
| Optimum Investment Advisors | 20 | $763 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 20 | $764 | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 25 | $954 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 25 | $955 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $955 | 0.00% | +25 | New |
| Penserra Capital Management LLC | 39 | $1.00K | 0.00% | −71,734−99.9% | Reduced |
| Financial Management Professionals, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 20 | $1.00K | 0.00% | +20 | New |
| Bullock Wealth Management Group | 28 | $1.04K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 29 | $1.11K | 0.00% | +29 | New |
| Pacifica Partners Inc. | 30 | $1.12K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 31 | $1.18K | 0.00% | +31 | New |
| REAP Financial Group, LLC | 34 | $1.30K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 36 | $1.38K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 40 | $1.53K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 44 | $1.68K | 0.00% | +44 | New |
| SJS Investment Consulting Inc. | 45 | $1.72K | 0.00% | −5−10.0% | Reduced |
| Iron Horse Wealth Management, LLC | 47 | $1.79K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 47 | $1.79K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 50 | $1.91K | 0.00% | −97−66.0% | Reduced |
| Goodman Advisory Group, LLC | 50 | $1.91K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 50 | $1.91K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 50 | $1.91K | 0.00% | +50 | New |
| Fairscale Capital, LLC | 51 | $2.03K | 0.00% | +51 | New |
| DecisionPoint Financial, LLC | 55 | $2.03K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 58 | $2.21K | 0.00% | +58 | New |
| Institutional & Family Asset Management, LLC | 60 | $2.29K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 60 | $2.29K | 0.00% | +60 | New |
| Prestige Wealth Management Group LLC | 66 | $2.52K | 0.00% | +33+100.0% | Added |
| JFS Wealth Advisors, LLC | 68 | $2.60K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 74 | $2.65K | 0.00% | +12+19.4% | Added |
| VitalStone Financial, LLC | 70 | $2.67K | 0.00% | −220−75.9% | Reduced |
| Lynx Investment Advisory | 72 | $2.75K | 0.00% | +72 | New |
| Abound Wealth Management | 80 | $3.05K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 81 | $3.09K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 85 | $3.24K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 92 | $3.51K | 0.00% | +92 | New |
| Byrne Asset Management LLC | 100 | $3.71K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $3.82K | 0.00% | −50−33.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 100 | $3.82K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $3.82K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 100 | $3.82K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $3.82K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $3.82K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $3.82K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 100 | $3.82K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 100 | $3.82K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 111 | $4.24K | 0.00% | +111 | New |
| Private Wealth Management Group, LLC | 114 | $4.35K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 117 | $4.47K | 0.00% | −21−15.2% | Reduced |
| Fortitude Family Office, LLC | 118 | $4.50K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 125 | $4.77K | 0.00% | +125 | New |
| Benjamin Edwards Inc | 123 | $5.00K | 0.00% | −177−59.0% | Reduced |
| Arlington Trust Co LLC | 135 | $5.15K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 163 | $5.18K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 145 | $5.53K | 0.00% | −90−38.3% | Reduced |
| Chesapeake Asset Management LLC | 150 | $5.72K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 150 | $5.73K | 0.00% | +150 | New |
| Richard W. Paul & Associates, LLC | 163 | $6.22K | 0.00% | 00.0% | Unchanged |
| City State Bank | 165 | $6.30K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 171 | $6.53K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 195 | $7.44K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $7.63K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $7.63K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 200 | $7.63K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 200 | $7.63K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $7.96K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 200 | $8.00K | 0.00% | −175−46.7% | Reduced |
| AlphaMark Advisors, LLC | 210 | $8.00K | 0.00% | −27−11.4% | Reduced |
| C M Bidwell & Associates Ltd | 212 | $8.09K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 225 | $8.59K | 0.00% | −25−10.0% | Reduced |
| Continuum Advisory, LLC | 234 | $8.93K | 0.00% | −103−30.6% | Reduced |
| ICA Group Wealth Management, LLC | 249 | $9.50K | 0.01% | −2,329−90.3% | Reduced |
| Ameliora Wealth Management Ltd. | 250 | $9.54K | 0.00% | −250−50.0% | Reduced |
| Valley National Advisers Inc | 280 | $10.0K | 0.00% | −10−3.4% | Reduced |
| Strategic Investment Solutions, Inc. | 166 | $10.2K | 0.00% | +166 | New |
| Venturi Wealth Management, LLC | 280 | $10.7K | 0.00% | +280 | New |
| West Branch Capital LLC | 281 | $10.7K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 285 | $10.9K | 0.01% | +200+235.3% | Added |