| Financial Network Wealth Advisors LLC | 2 | $350 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 2 | $360 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2 | $425 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 4 | $700 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $700 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 5 | $874 | 0.00% | +5 | New |
| Coppell Advisory Solutions LLC | 5 | $874 | 0.00% | +5 | New |
| Opal Wealth Advisors, LLC | 5 | $875 | 0.00% | +5 | New |
| Pineridge Advisors LLC | 5 | $877 | 0.00% | +5 | New |
| Raleigh Capital Management Inc. | 6 | $1.05K | 0.00% | +6 | New |
| McIlrath & Eck, LLC | 6 | $1.06K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 7 | $1.22K | 0.00% | −40−85.1% | Reduced |
| Johnson Financial Group, Inc. | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $1.40K | 0.00% | −8−50.0% | Reduced |
| Nemes Rush Group LLC | 9 | $1.57K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $2.27K | 0.00% | +6+85.7% | Added |
| Colonial Trust Co | 16 | $2.78K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 16 | $2.80K | 0.00% | +16 | New |
| Perritt Capital Management Inc | 17 | $2.99K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 20 | $3.50K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 20 | $3.50K | 0.00% | +20 | New |
| Carmichael Hill & Associates, Inc. | 20 | $3.52K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 21 | $3.67K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 22 | $3.85K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $3.85K | 0.00% | +7+46.7% | Added |
| TSFG, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 24 | $4.20K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $4.37K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $4.37K | 0.00% | +23+1,150.0% | Added |
| Private Wealth Management Group, LLC | 26 | $4.55K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 27 | $4.72K | 0.00% | −26−49.1% | Reduced |
| WR Wealth Planners, LLC | 28 | $4.89K | 0.00% | +5+21.7% | Added |
| Capital Analysts, LLC | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 29 | $5.07K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 30 | $5.25K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $5.59K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 32 | $5.66K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 33 | $5.77K | 0.00% | +6+22.2% | Added |
| Valued Wealth Advisors LLC | 37 | $6.47K | 0.00% | +15+68.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 45 | $7.00K | 0.00% | +45 | New |
| Pinnacle Bancorp, Inc. | 44 | $7.69K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 45 | $7.86K | 0.00% | −16−26.2% | Reduced |
| Massmutual Trust Co FSB | 46 | $8.04K | 0.00% | +13+39.4% | Added |
| VitalStone Financial, LLC | 48 | $8.39K | 0.01% | +48 | New |
| Sofos Investments, Inc. | 50 | $8.74K | 0.00% | −54−51.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 50 | $8.74K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 50 | $8.74K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 52 | $9.09K | 0.00% | 00.0% | Unchanged |
| Brown Financial Advisors | 57 | $9.96K | 0.00% | +57 | New |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 60 | $10.5K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 62 | $10.9K | 0.00% | +62 | New |
| Triad Wealth Partners, LLC | 64 | $11.2K | 0.01% | +64 | New |
| Dogwood Wealth Management LLC | 64 | $11.2K | 0.01% | +64 | Added |
| Center for Financial Planning, Inc. | 65 | $11.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 67 | $11.7K | 0.00% | +67 | New |
| Wetzel Investment Advisors, Inc. | 75 | $12.1K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 70 | $12.2K | 0.01% | +70 | New |
| Venturi Wealth Management, LLC | 70 | $12.2K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 75 | $13.1K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 75 | $13.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 80 | $14.0K | 0.00% | −279−77.7% | Reduced |
| Strategic Investment Solutions, Inc. | 170 | $14.8K | 0.00% | +170 | New |
| Prestige Wealth Management Group LLC | 86 | $15.0K | 0.00% | −7−7.5% | Reduced |
| Bell Investment Advisors, Inc | 87 | $15.2K | 0.00% | +16+22.5% | Added |
| Cornerstone Planning Group LLC | 89 | $15.3K | 0.00% | −23−20.5% | Reduced |
| Zions Bancorporation, N.A. | 88 | $15.4K | 0.00% | −165−65.2% | Reduced |
| Delta Asset Management LLC | 100 | $17.5K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 100 | $17.5K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 109 | $19.1K | 0.00% | −50−31.4% | Reduced |
| Westend Capital Management, LLC | 121 | $20.9K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 120 | $21.0K | 0.00% | +120 | New |
| Hanson & Doremus Investment Management | 120 | $21.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 122 | $21.3K | 0.00% | +96+369.2% | Added |
| Hoey Investments, Inc | 130 | $22.7K | 0.00% | −230−63.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 135 | $23.0K | 0.00% | +135 | New |
| Hoese & Co LLP | 150 | $23.7K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 139 | $24.3K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 140 | $24.5K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 146 | $25.5K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 148 | $25.9K | 0.00% | +148 | New |
| Cypress Capital, LLC | 150 | $26.2K | 0.01% | +150 | New |
| Founders Capital Management | 151 | $26.4K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 153 | $26.7K | 0.01% | +150+5,000.0% | Added |
| Lynx Investment Advisory | 153 | $26.8K | 0.02% | +153 | New |
| Umb Bank N A | 160 | $28.0K | 0.00% | −30−15.8% | Reduced |
| Planning Capital Management Corp | 160 | $28.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 176 | $30.7K | 0.02% | +1+0.6% | Added |
| Bartlett & Co. Wealth Management LLC | 177 | $30.9K | 0.00% | +177 | New |
| Riverview Trust Co | 180 | $31.5K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 182 | $31.8K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 186 | $33.0K | 0.00% | +68+57.6% | Added |
| Princeton Global Asset Management LLC | 190 | $33.2K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 200 | $35.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 200 | $35.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 205 | $35.8K | 0.02% | +205 | New |
| HM Payson & Co | 208 | $36.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 240 | $41.6K | 0.00% | +23+10.6% | Added |
| Oakworth Capital, Inc. | 253 | $44.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 257 | $44.9K | 0.00% | +1+0.4% | Added |