| Berkshire Capital Holdings Inc | 10 | $158 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 31 | $491 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 32 | $507 | 0.00% | +32 | New |
| LGT Financial Advisors LLC | 46 | $720 | 0.00% | +1+2.2% | Added |
| Basso Capital Management, L.P. | 50 | $792 | 0.00% | +50 | New |
| Hughes Financial Services, LLC | 52 | $823 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 55 | $871 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 57 | $902 | 0.00% | +57 | New |
| Royal Bank of Canada | 74 | $1.00K | 0.00% | −573−88.6% | Reduced |
| Vermillion Wealth Management, Inc. | 67 | $1.06K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 70 | $1.11K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 70 | $1.11K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 81 | $1.28K | 0.00% | +39+92.9% | Added |
| Brown, Lisle/Cummings, Inc. | 89 | $1.41K | 0.00% | +89 | New |
| UMA Financial Services, Inc. | 90 | $1.43K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 90 | $1.43K | 0.00% | +15+20.0% | Added |
| Anfield Capital Management, LLC | 99 | $1.57K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 100 | $1.58K | 0.00% | −120−54.5% | Reduced |
| Chesapeake Asset Management LLC | 100 | $1.58K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $1.58K | 0.00% | +100 | New |
| Keating Financial Advisory Services, Inc. | 124 | $1.96K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 146 | $2.31K | 0.00% | +146 | New |
| Harbor Investment Advisory, LLC | 150 | $2.38K | 0.00% | +50+50.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 150 | $2.38K | 0.00% | +150 | New |
| Essential Partners LLC | 150 | $2.38K | 0.00% | +150 | New |
| Private Trust Co NA | 155 | $2.45K | 0.00% | −122−44.0% | Reduced |
| Atlantic Trust, LLC | 155 | $2.45K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 160 | $2.53K | 0.00% | −492−75.5% | Reduced |
| Curio Wealth, LLC | 168 | $2.66K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 193 | $3.06K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 194 | $3.07K | 0.00% | +194 | New |
| NVWM, LLC | 195 | $3.09K | 0.00% | −61−23.8% | Reduced |
| Tidemark, LLC | 198 | $3.13K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 200 | $3.17K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 235 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 290 | $4.59K | 0.00% | +290 | New |
| Entrust Financial LLC | 293 | $4.64K | 0.00% | +85+40.9% | Added |
| Central Trust Co | 295 | $4.67K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 295 | $4.67K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 301 | $4.76K | 0.00% | +301 | New |
| Capital Analysts, LLC | 315 | $5.00K | 0.00% | +315 | New |
| Lodestone Wealth Management LLC | 327 | $5.18K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 343 | $5.43K | 0.00% | +343 | New |
| Root Financial Partners, LLC | 368 | $5.83K | 0.00% | −1−0.3% | Reduced |
| Financial Consulate, Inc | 390 | $6.17K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 395 | $6.25K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 400 | $6.33K | 0.00% | +400 | New |
| Jones Financial Companies LLLP | 442 | $6.63K | 0.00% | +442 | New |
| Marshall & Sterling Wealth Advisors Inc. | 450 | $7.12K | 0.00% | +100+28.6% | Added |
| Gilpin Wealth Management, LLC | 467 | $7.39K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $7.92K | 0.00% | +65+14.9% | Added |
| Mather Group, LLC. | 520 | $8.23K | 0.00% | +520 | New |
| Parkside Financial Bank & Trust | 528 | $8.36K | 0.00% | −350−39.9% | Reduced |
| Financial Management Professionals, Inc. | 550 | $8.71K | 0.00% | +200+57.1% | Added |
| International Assets Investment Management, LLC | 550 | $8.79K | 0.00% | −9,620−94.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 567 | $8.98K | 0.00% | +567 | New |
| Hoey Investments, Inc | 600 | $9.50K | 0.00% | +200+50.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 623 | $9.86K | 0.00% | −3,170−83.6% | Reduced |
| N.E.W. Advisory Services LLC | 648 | $10.3K | 0.00% | +188+40.9% | Added |
| MPWM Advisory Solutions, LLC | 659 | $10.4K | 0.01% | +254+62.7% | Added |
| Glass Jacobson Investment Advisors llc | 670 | $10.6K | 0.00% | +200+42.6% | Added |
| Financial Life Planners | 684 | $10.8K | 0.01% | +684 | New |
| Hilton Head Capital Partners, LLC | 710 | $11.2K | 0.01% | +200+39.2% | Added |
| Philadelphia Investment Partners, LLC | 715 | $11.3K | 0.01% | +715 | New |
| Osterweis Capital Management Inc | – | $11.6K | 0.00% | – | – |
| Wilkerson Advisory Group LLC | 745 | $11.8K | 0.00% | +1+0.1% | Added |
| Avion Wealth | 806 | $12.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 800 | $12.9K | 0.00% | +800 | New |
| Quaker Wealth Management, LLC | 825 | $13.1K | 0.00% | +825 | New |
| Spire Wealth Management | 870 | $13.8K | 0.00% | −1,332−60.5% | Reduced |
| Provenance Wealth Advisors, LLC | 873 | $13.8K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 975 | $15.4K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 900 | $15.5K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,000 | $15.8K | 0.00% | +1,000 | New |
| Sankala Group LLC | 1,050 | $15.8K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,049 | $16.0K | 0.00% | +1,049 | New |
| KM Capital Management Ltd. | 1,000 | $17.0K | 0.01% | +1,000 | New |
| Colonial Trust Advisors | 1,100 | $17.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,148 | $18.2K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,159 | $18.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,170 | $18.5K | 0.00% | −39,180−97.1% | Reduced |
| Sound Income Strategies, LLC | 1,209 | $19.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,292 | $20.5K | 0.01% | +463+55.9% | Added |
| Avalon Trust Co | 1,300 | $20.6K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,400 | $22.2K | 0.01% | +1,400 | New |
| Acumen Wealth Advisors, LLC | 1,481 | $23.4K | 0.01% | +140+10.4% | Added |
| Evolution Wealth Management Inc. | 1,508 | $23.9K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 1,485 | $24.1K | 0.00% | −465−23.8% | Reduced |
| Wall Street Access Asset Management, LLC | 1,550 | $24.5K | 0.01% | +1,550 | New |
| Wolff Wiese Magana LLC | 1,589 | $25.2K | 0.01% | −1,582−49.9% | Reduced |
| JNBA Financial Advisors | 1,615 | $25.6K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,804 | $28.6K | 0.01% | +1,804 | New |
| Meramec Financial Planners, LLC | 1,674 | $29.5K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $31.0K | 0.01% | +2,000 | New |
| Northwestern Mutual Wealth Management Co | 2,090 | $33.1K | 0.00% | +1,380+194.4% | Added |
| Wall Street Financial Group, Inc. | 2,105 | $33.3K | 0.02% | +2,105 | New |
| SJS Investment Consulting Inc. | 2,116 | $33.5K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 2,200 | $34.8K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,225 | $35.2K | 0.00% | 00.0% | Unchanged |