| NBC Securities, Inc. | 2 | $40 | 0.00% | −2,378−99.9% | Reduced |
| West Branch Capital LLC | 3 | $52 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 10 | $171 | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 10 | $171 | 0.00% | +10 | New |
| WestEnd Advisors, LLC | 11 | $189 | 0.00% | +4+57.1% | Added |
| Parkworth Wealth Management, Inc. | 14 | $240 | 0.00% | +14 | New |
| Winnow Wealth LLC | 17 | $286 | 0.00% | +17 | New |
| NewSquare Capital LLC | 20 | $343 | 0.00% | +20 | New |
| NCP Inc. | 24 | $411 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $433 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 32 | $548 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 34 | $583 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 35 | $600 | 0.00% | +35 | New |
| SWAN Capital LLC | 37 | $630 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 40 | $686 | 0.00% | +19+90.5% | Added |
| JDM Financial Group LLC | 43 | $737 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 49 | $840 | 0.00% | −105−68.2% | Reduced |
| Principia Wealth Advisory, LLC | 57 | $977 | 0.00% | +57 | New |
| Golden State Wealth Management, LLC | 73 | $1.25K | 0.00% | +73 | New |
| Frazier Financial Advisors, LLC | 76 | $1.30K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 76 | $1.31K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 99 | $1.70K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 99 | $1.70K | 0.00% | +99 | New |
| Glen Eagle Advisors, LLC | 100 | $1.71K | 0.00% | −136−57.6% | Reduced |
| City State Bank | 100 | $1.71K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 100 | $1.71K | 0.00% | +100 | New |
| Sunbelt Securities, Inc. | 101 | $1.74K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 106 | $1.82K | 0.00% | −50−32.1% | Reduced |
| Cape Investment Advisory, Inc. | 114 | $1.95K | 0.00% | −41−26.5% | Reduced |
| Aventura Private Wealth, LLC | 128 | $2.19K | 0.00% | +128 | New |
| Beacon Capital Management, LLC | 129 | $2.21K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 136 | $2.33K | 0.00% | +51+60.0% | Added |
| Plante Moran Financial Advisors, LLC | 140 | $2.40K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 146 | $2.50K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 150 | $2.57K | 0.00% | −125−45.5% | Reduced |
| WPG Advisers, LLC | 150 | $2.57K | 0.00% | +150 | New |
| Anfield Capital Management, LLC | 160 | $2.74K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 168 | $2.88K | 0.00% | +63+60.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 178 | $3.05K | 0.01% | +178 | New |
| Millstone Evans Group, LLC | 188 | $3.22K | 0.00% | +188 | New |
| Bangor Savings Bank | 189 | $3.24K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 192 | $3.29K | 0.00% | +192 | New |
| Heritage Wealth Advisors | 214 | $3.67K | 0.00% | +38+21.6% | Added |
| Abound Wealth Management | 214 | $3.67K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 221 | $3.79K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 236 | $3.95K | 0.00% | +236 | New |
| New England Capital Financial Advisors LLC | 236 | $4.05K | 0.00% | +1+0.4% | Added |
| General Partner, Inc. | 244 | $4.18K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 256 | $4.39K | 0.00% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 262 | $4.49K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 262 | $4.49K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 272 | $4.66K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 278 | $4.76K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 291 | $4.99K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 298 | $5.11K | 0.00% | −452−60.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 300 | $5.14K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 317 | $5.44K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 319 | $5.47K | 0.00% | +79+32.9% | Added |
| Graney & King, LLC | 324 | $5.55K | 0.00% | +324 | New |
| Holos Integrated Wealth LLC | 346 | $5.93K | 0.00% | +346 | New |
| First Financial Corp | 349 | $5.98K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 358 | $6.00K | 0.00% | +43+13.7% | Added |
| Private Wealth Management Group, LLC | 359 | $6.15K | 0.00% | −107−23.0% | Reduced |
| JFS Wealth Advisors, LLC | 364 | $6.24K | 0.00% | −59−13.9% | Reduced |
| Zions Bancorporation, N.A. | 372 | $6.38K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 375 | $6.43K | 0.01% | +375 | New |
| DT Investment Partners, LLC | 379 | $6.50K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 376 | $6.57K | 0.00% | +376 | New |
| Bruce G. Allen Investments, LLC | 458 | $7.85K | 0.01% | −13−2.8% | Reduced |
| High Note Wealth, LLC | 476 | $8.16K | 0.00% | +476 | New |
| CNB Bank | 482 | $8.26K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 500 | $8.56K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 507 | $8.69K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 510 | $8.76K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 559 | $9.00K | 0.00% | +559 | New |
| Eastern Bank | 590 | $10.1K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 599 | $10.3K | 0.02% | +599 | New |
| WR Wealth Planners, LLC | 618 | $10.6K | 0.00% | +18+3.0% | Added |
| Allworth Financial LP | 625 | $10.8K | 0.00% | +210+50.6% | Added |
| Creekmur Asset Management LLC | 632 | $10.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 640 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gladstone Capital Management LLP | 698 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 701 | $12.0K | 0.00% | +111+18.8% | Added |
| Carolinas Wealth Consulting LLC | 743 | $12.7K | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 750 | $12.9K | 0.01% | +750 | New |
| Hemington Wealth Management | 791 | $13.0K | 0.00% | +175+28.4% | Added |
| HHM Wealth Advisors, LLC | 849 | $14.6K | 0.00% | +849 | New |
| Cornerstone Planning Group LLC | 826 | $14.6K | 0.00% | +2+0.2% | Added |
| Wood Tarver Financial Group, LLC | 879 | $15.0K | 0.01% | +879 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 900 | $15.4K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 900 | $15.4K | 0.01% | +900 | New |
| Mark Sheptoff Financial Planning, LLC | 1,000 | $15.9K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 971 | $16.6K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 984 | $16.9K | 0.00% | −145−12.8% | Reduced |
| Armstrong Advisory Group, Inc | 990 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,000 | $17.1K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 1,000 | $17.1K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,055 | $18.1K | 0.00% | +56+5.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,058 | $18.1K | 0.01% | −288−21.4% | Reduced |