| Migdal Insurance & Financial Holdings Ltd. | 14 | $0 | 0.00% | −571−97.6% | Reduced |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | −286−100.0% | Reduced |
| Hoertkorn Richard Charles | 4 | $116 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 5 | $151 | 0.00% | +5 | New |
| Legacy Wealth Managment, LLC | 5 | $151 | 0.00% | +5 | New |
| Islay Capital Management, LLC | 6 | $174 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 9 | $248 | 0.00% | −202−95.7% | Reduced |
| Chesapeake Asset Management LLC | 15 | $435 | 0.00% | +15 | New |
| Heritage Wealth Advisors | 16 | $465 | 0.00% | +16 | New |
| Voisard Asset Management Group, Inc. | 20 | $581 | 0.00% | +20 | New |
| Wolff Wiese Magana LLC | 25 | $727 | 0.00% | +20+400.0% | Added |
| CNB Bank | 26 | $755 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $826 | 0.00% | +18+150.0% | Added |
| NVWM, LLC | 30 | $872 | 0.00% | +11+57.9% | Added |
| FSA Wealth Management LLC | 30 | $872 | 0.00% | +30 | New |
| Salem Investment Counselors Inc | 32 | $930 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 34 | $988 | 0.00% | +34 | New |
| TSFG, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 36 | $1.05K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 36 | $1.05K | 0.00% | +36 | New |
| Valued Wealth Advisors LLC | 42 | $1.23K | 0.00% | −27−39.1% | Reduced |
| True Wealth Design, LLC | 43 | $1.25K | 0.00% | −10−18.9% | Reduced |
| Coppell Advisory Solutions LLC | 44 | $1.26K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 47 | $1.36K | 0.00% | +47 | New |
| Carolina Wealth Advisors, LLC | 50 | $1.45K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 52 | $1.51K | 0.00% | −184−78.0% | Reduced |
| New England Capital Financial Advisors LLC | 53 | $1.53K | 0.00% | +1+1.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 54 | $1.57K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 55 | $1.60K | 0.00% | +55 | New |
| Cullen/Frost Bankers, Inc. | 60 | $1.74K | 0.00% | −621−91.2% | Reduced |
| Fortitude Family Office, LLC | 68 | $1.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 84 | $2.00K | 0.00% | −104−55.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 72 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 77 | $2.24K | 0.00% | +77 | New |
| Abound Wealth Management | 88 | $2.56K | 0.00% | −29−24.8% | Reduced |
| Uncommon Cents Investing LLC | 89 | $2.58K | 0.00% | +89 | New |
| DiNuzzo Private Wealth, Inc. | 98 | $2.85K | 0.00% | −12−10.9% | Reduced |
| Albion Financial Group | 100 | $2.90K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 100 | $2.90K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $2.90K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $2.90K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 107 | $3.12K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 109 | $3.17K | 0.00% | −1−0.9% | Reduced |
| SOA Wealth Advisors, LLC. | 110 | $3.20K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 111 | $3.23K | 0.00% | +61+122.0% | Added |
| Ossiam | 114 | $3.31K | 0.00% | +57+100.0% | Added |
| Anfield Capital Management, LLC | 115 | $3.34K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 117 | $3.39K | 0.00% | −3,680−96.9% | Reduced |
| PFG Private Wealth Management, LLC | 117 | $3.41K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 121 | $3.51K | 0.00% | +1+0.8% | Added |
| Stephens Consulting, LLC | 125 | $3.63K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 130 | $3.78K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 133 | $3.87K | 0.00% | +58+77.3% | Added |
| Roble, Belko & Company, Inc | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 146 | $4.24K | 0.00% | +99+210.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 160 | $4.65K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 162 | $4.71K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 182 | $5.00K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 177 | $5.14K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 182 | $5.29K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 185 | $5.37K | 0.00% | +185 | New |
| Grove Bank & Trust | 190 | $5.52K | 0.00% | −244−56.2% | Reduced |
| Cetera Trust Company, N.A | 197 | $5.72K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 200 | $5.81K | 0.00% | +200 | New |
| Tucker Asset Management LLC | 200 | $5.81K | 0.00% | −42−17.4% | Reduced |
| Sandy Spring Bank | 200 | $5.81K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 200 | $5.81K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $5.81K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 200 | $5.81K | 0.00% | +200 | New |
| Eagle Bay Advisors LLC | 202 | $5.87K | 0.00% | −225−52.7% | Reduced |
| Hexagon Capital Partners LLC | 211 | $6.13K | 0.00% | +11+5.5% | Added |
| Bell Investment Advisors, Inc | 215 | $6.25K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 224 | $6.51K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 227 | $6.59K | 0.00% | +68+42.8% | Added |
| Criterion Capital Advisors, LLC | 210 | $7.09K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 248 | $7.20K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 249 | $7.22K | 0.00% | +249 | New |
| Richardson Financial Services Inc. | 215 | $7.26K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 262 | $7.67K | 0.00% | +2+0.8% | Added |
| FinTrust Capital Advisors, LLC | 265 | $7.70K | 0.00% | −156−37.1% | Reduced |
| Planning Capital Management Corp | 265 | $7.70K | 0.01% | +265 | New |
| Sound Income Strategies, LLC | 271 | $7.87K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 280 | $8.13K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 298 | $8.66K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 300 | $8.71K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 300 | $8.71K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 308 | $8.95K | 0.00% | +183+146.4% | Added |
| Olistico Wealth, LLC | 310 | $9.01K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 320 | $9.31K | 0.00% | +100+45.5% | Added |
| Tompkins Financial Corp | 328 | $9.53K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 334 | $9.70K | 0.01% | +64+23.7% | Added |
| Prestige Wealth Management Group LLC | 356 | $10.3K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 374 | $10.9K | 0.00% | −8,425−95.7% | Reduced |
| United Community Bank | 380 | $11.0K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 400 | $11.6K | 0.00% | +400 | New |
| McIlrath & Eck, LLC | 400 | $11.6K | 0.00% | −2,357−85.5% | Reduced |
| Aspect Partners, LLC | 408 | $11.9K | 0.01% | −12−2.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 415 | $12.0K | 0.01% | −110−21.0% | Reduced |
| GW&K Investment Management, LLC | 419 | $12.0K | 0.00% | +30+7.7% | Added |