| FNY Investment Advisers, LLC | 10 | $0 | 0.00% | −2,001−99.5% | Reduced |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $71 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $71 | 0.00% | +1 | New |
| Kerr Financial Planning Corp | 2 | $121 | 0.00% | −3−60.0% | Reduced |
| Raffa Wealth Management, LLC | 2 | $141 | 0.00% | +2 | New |
| Curio Wealth, LLC | 3 | $212 | 0.00% | +3 | New |
| Nvest Wealth Strategies, Inc. | 3 | $212 | 0.00% | +3 | New |
| Osbon Capital Management LLC | 4 | $282 | 0.00% | +4 | New |
| Ronald Blue Trust, Inc. | 5 | $376 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $416 | 0.00% | +7 | New |
| Addison Advisors LLC | 6 | $424 | 0.00% | +6 | New |
| Retirement Wealth Solutions LLC | 6 | $424 | 0.00% | +6 | New |
| Breakwater Investment Management | 7 | $494 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $494 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 8 | $579 | 0.00% | +4+100.0% | Added |
| Grove Bank & Trust | 10 | $705 | 0.00% | −140−93.3% | Reduced |
| Scarborough Advisors, LLC | 10 | $705 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 10 | $705 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 10 | $706 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11 | $776 | 0.00% | 00.0% | Unchanged |
| Trust Co | 11 | $776 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $846 | 0.00% | +2+20.0% | Added |
| Leo H. Evart, Inc. | 12 | $846 | 0.00% | +12 | New |
| RMG Wealth Management LLC | 15 | $855 | 0.00% | +15 | New |
| Vermillion Wealth Management, Inc. | 14 | $987 | 0.00% | +14 | New |
| Sarver Vrooman Wealth Advisors | 15 | $1.06K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $1.06K | 0.00% | +10+200.0% | Added |
| Rialto Wealth Management, LLC | 16 | $1.13K | 0.00% | +3+23.1% | Added |
| Hollencrest Capital Management | 18 | $1.27K | 0.00% | +5+38.5% | Added |
| IMA Wealth, Inc. | 18 | $1.27K | 0.00% | +18 | New |
| Roxbury Financial LLC | 18 | $1.27K | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $1.34K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 20 | $1.41K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 21 | $1.48K | 0.00% | +2+10.5% | Added |
| Godfrey Financial Associates, Inc. | 21 | $1.48K | 0.00% | +14+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 22 | $1.55K | 0.00% | +8+57.1% | Added |
| Avion Wealth | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 36 | $2.54K | 0.00% | +28+350.0% | Added |
| 1 North Wealth Services LLC | 38 | $2.68K | 0.00% | +38 | New |
| Steigerwald, Gordon & Koch Inc. | 40 | $2.82K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 42 | $2.96K | 0.00% | +20+90.9% | Added |
| Bartlett & Co. Wealth Management LLC | 50 | $3.10K | 0.00% | +40+400.0% | Added |
| Adirondack Trust Co | 50 | $3.52K | 0.00% | +50 | New |
| Newbridge Financial Services Group, Inc. | 50 | $3.53K | 0.00% | −12,828−99.6% | Reduced |
| Pittenger & Anderson Inc | 50 | $3.53K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $3.53K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 50 | $3.53K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,250 | $3.53K | 0.00% | +1,250 | New |
| Zions Bancorporation, National Association | 53 | $3.74K | 0.00% | +41+341.7% | Added |
| McIlrath & Eck, LLC | 54 | $3.81K | 0.00% | +4+8.0% | Added |
| Missouri Trust & Investment Co | 55 | $3.88K | 0.00% | +55 | New |
| Ravenstone Capital Management Inc. | 55 | $3.88K | 0.00% | +55 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 55 | $3.88K | 0.00% | +4+7.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 57 | $4.04K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 59 | $4.16K | 0.00% | −95−61.7% | Reduced |
| DecisionPoint Financial, LLC | 67 | $4.72K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 68 | $4.79K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 76 | $5.36K | 0.00% | +57+300.0% | Added |
| Salomon & Ludwin, LLC | 81 | $5.45K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 78 | $5.50K | 0.00% | −8−9.3% | Reduced |
| Accent Capital Management, LLC | 79 | $5.57K | 0.00% | +79 | New |
| Investors Research Corp | 81 | $5.71K | 0.00% | +81 | New |
| MidFirst Bank | 82 | $5.78K | 0.00% | +82 | New |
| Strive Financial Group ,LLC | 106 | $7.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $7.05K | 0.00% | −125−55.6% | Reduced |
| Advocate Investing Services LLC | 100 | $7.05K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 100 | $7.05K | 0.00% | +50+100.0% | Added |
| UMA Financial Services, Inc. | 112 | $7.90K | 0.00% | +4+3.7% | Added |
| Close Asset Management Ltd | 118 | $8.00K | 0.00% | +118 | New |
| Basecamp Wealth Advisors LLC | 115 | $8.11K | 0.00% | +85+283.3% | Added |
| Keating Financial Advisory Services, Inc. | 117 | $8.25K | 0.00% | +12+11.4% | Added |
| Carolina Wealth Advisors, LLC | 119 | $8.39K | 0.00% | +119 | New |
| Wealth Preservation Advisors, LLC | 125 | $8.81K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 133 | $9.38K | 0.01% | +28+26.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 140 | $9.87K | 0.00% | +140 | New |
| Acumen Wealth Advisors, LLC | 141 | $9.94K | 0.00% | +61+76.3% | Added |
| Farmers & Merchants Investments Inc | 155 | $10.9K | 0.00% | +4+2.6% | Added |
| CVA Family Office, LLC | 160 | $11.3K | 0.00% | +160 | New |
| BankPlus Trust Department | 162 | $11.4K | 0.00% | +162 | New |
| Quarry LP | 164 | $11.6K | 0.00% | +164 | New |
| Barrett & Company, Inc. | 165 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 173 | $11.7K | 0.01% | +173 | New |
| Intentional Wealth Strategies, LLC | 168 | $11.8K | 0.01% | +168 | New |
| Rossby Financial, LCC | 175 | $11.8K | 0.00% | +173+8,650.0% | Added |
| Bare Financial Services, Inc | 175 | $12.3K | 0.00% | −40−18.6% | Reduced |
| Kennebec Savings Bank | 175 | $12.3K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 185 | $13.0K | 0.00% | +185 | New |
| Albion Financial Group | 186 | $13.1K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 186 | $13.1K | 0.01% | +107+135.4% | Added |
| MCF Advisors LLC | 196 | $13.8K | 0.00% | +57+41.0% | Added |
| Purpose Unlimited Inc. | 200 | $14.1K | 0.00% | −1,413−87.6% | Reduced |
| HHM Wealth Advisors, LLC | 200 | $14.1K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 200 | $14.1K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 211 | $14.9K | 0.01% | +211 | New |
| Matrix Trust Co | 214 | $15.0K | 0.00% | +17+8.6% | Added |
| Forum Finance Group S.A. | 260 | $15.0K | 0.01% | +260 | New |
| First Horizon Corp | 220 | $15.5K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 225 | $15.9K | 0.00% | −50−18.2% | Reduced |