| McClarren Financial Advisors, Inc. | 33 | $21 | 0.01% | −596−94.8% | Reduced |
| Hoertkorn Richard Charles | 4 | $135 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $169 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 6 | $203 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $371 | 0.00% | −7−36.8% | Reduced |
| NVWM, LLC | 19 | $642 | 0.00% | +5+35.7% | Added |
| CNB Bank | 26 | $878 | 0.00% | +26 | New |
| TSFG, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $1.01K | 0.00% | −15−33.3% | Reduced |
| Salem Investment Counselors Inc | 32 | $1.08K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 35 | $1.18K | 0.00% | −48−57.8% | Reduced |
| Anchor Investment Management, LLC | 36 | $1.22K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 36 | $1.22K | 0.00% | +36 | New |
| VisionPoint Advisory Group, LLC | 43 | $1.45K | 0.00% | +4+10.3% | Added |
| Coppell Advisory Solutions LLC | 44 | $1.49K | 0.00% | +44 | New |
| Dunhill Financial, LLC | 47 | $1.60K | 0.00% | +17+56.7% | Added |
| Carolina Wealth Advisors, LLC | 50 | $1.69K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 50 | $1.69K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 52 | $1.77K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 53 | $1.79K | 0.00% | +16+43.2% | Added |
| ZRC Wealth Management, LLC | 53 | $1.79K | 0.00% | +53 | New |
| Jackson, Grant Investment Advisers, Inc. | 54 | $1.82K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 54 | $1.82K | 0.00% | +54 | New |
| Ossiam | 57 | $1.93K | 0.00% | −200−77.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 72 | $2.00K | 0.00% | +1+1.4% | Added |
| Valley National Advisers Inc | 85 | $2.00K | 0.00% | +85 | New |
| Kelly Financial Services LLC | 67 | $2.27K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 68 | $2.30K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 69 | $2.33K | 0.00% | +32+86.5% | Added |
| Highline Wealth Partners LLC | 75 | $2.53K | 0.00% | +17+29.3% | Added |
| Castleview Partners, LLC | 78 | $2.63K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 99 | $3.35K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 100 | $3.38K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 100 | $3.38K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $3.38K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $3.38K | 0.00% | +100 | New |
| Main Street Group, LTD | 107 | $3.60K | 0.00% | +1+0.9% | Added |
| SOA Wealth Advisors, LLC. | 110 | $3.72K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 110 | $3.72K | 0.00% | +22+25.0% | Added |
| TFC Financial Management | 110 | $3.72K | 0.00% | 00.0% | Unchanged |
| Advisor Resource Council | 10,557 | $3.73K | 0.01% | −9,968−48.6% | Reduced |
| Anfield Capital Management, LLC | 115 | $3.88K | 0.00% | +115 | New |
| Abound Wealth Management | 117 | $3.96K | 0.00% | −21−15.2% | Reduced |
| PFG Private Wealth Management, LLC | 117 | $3.96K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 120 | $4.06K | 0.00% | +1+0.8% | Added |
| Stephens Consulting, LLC | 125 | $4.22K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 125 | $4.22K | 0.00% | +5+4.2% | Added |
| RFP Financial Group LLC | 128 | $4.32K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 130 | $4.39K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 134 | $5.00K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 150 | $5.07K | 0.00% | −4,297−96.6% | Reduced |
| Versant Capital Management, Inc | 159 | $5.37K | 0.00% | +107+205.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 160 | $5.41K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 162 | $5.47K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 177 | $5.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 188 | $6.00K | 0.00% | −43−18.6% | Reduced |
| Keener Financial Planning LLC | 182 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 182 | $6.15K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 161 | $6.35K | 0.00% | +161 | New |
| Cetera Trust Company, N.A | 197 | $6.66K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $6.76K | 0.00% | −105−34.4% | Reduced |
| Game Plan Financial Advisors, LLC | 200 | $6.76K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $6.76K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $6.76K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 200 | $6.76K | 0.00% | +200 | New |
| Criterion Capital Advisors, LLC | 210 | $7.09K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 211 | $7.14K | 0.00% | +211 | New |
| Bell Investment Advisors, Inc | 215 | $7.26K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 215 | $7.26K | 0.01% | +34+18.8% | Added |
| Central Trust Co | 220 | $7.43K | 0.00% | +120+120.0% | Added |
| Bangor Savings Bank | 224 | $7.57K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 236 | $7.97K | 0.00% | −39−14.2% | Reduced |
| Tucker Asset Management LLC | 242 | $8.18K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 248 | $8.38K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 250 | $8.45K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 255 | $8.61K | 0.01% | +255 | New |
| Brown Financial Advisors | 258 | $8.71K | 0.00% | +258 | New |
| Kozak & Associates, Inc. | 260 | $8.80K | 0.00% | +1+0.4% | Added |
| Elequin Capital LP | 264 | $8.92K | 0.00% | +264 | New |
| Financial Network Wealth Advisors LLC | 270 | $9.12K | 0.01% | +270 | New |
| Sound Income Strategies, LLC | 271 | $9.15K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 280 | $9.46K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 286 | $9.66K | 0.01% | +286 | Added |
| Armstrong Advisory Group, Inc | 291 | $9.83K | 0.00% | −90−23.6% | Reduced |
| Stephenson National Bank & Trust | 291 | $9.83K | 0.00% | +23+8.6% | Added |
| WealthCollab, LLC | 298 | $10.1K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 300 | $10.1K | 0.00% | −1,082−78.3% | Reduced |
| Old Point Trust & Financial Services N A | 300 | $10.1K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 310 | $10.5K | 0.01% | +310 | New |
| Tompkins Financial Corp | 328 | $11.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 355 | $12.0K | 0.01% | −35−9.0% | Reduced |
| Prestige Wealth Management Group LLC | 356 | $12.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 380 | $12.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 389 | $13.0K | 0.00% | +84+27.5% | Added |
| Pacific Capital Wealth Advisors, Inc | 397 | $13.4K | 0.00% | +397 | New |
| WFA Asset Management Corp | 405 | $13.7K | 0.01% | +2+0.5% | Added |
| AdvisorNet Financial, Inc | 419 | $14.2K | 0.00% | +26+6.6% | Added |
| Aspect Partners, LLC | 420 | $14.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 421 | $14.2K | 0.00% | −128−23.3% | Reduced |