| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 1 | $49 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $96 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $97 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3 | $145 | 0.00% | +3 | New |
| Proathlete Wealth Management LLC | 4 | $193 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $338 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 7 | $338 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $483 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 10 | $483 | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 12 | $579 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $579 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 12 | $579 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 12 | $580 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 14 | $676 | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $773 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 17 | $820 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 17 | $821 | 0.00% | −1−5.6% | Reduced |
| Retirement Wealth Solutions LLC | 18 | $869 | 0.00% | +3+20.0% | Added |
| Private Wealth Management Group, LLC | 19 | $917 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 20 | $965 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 20 | $965 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 21 | $1.04K | 0.00% | +17+425.0% | Added |
| Cromwell Holdings LLC | 22 | $1.06K | 0.00% | +22 | New |
| Zions Bancorporation, National Association | 23 | $1.11K | 0.00% | +23 | New |
| Rachor Investment Advisory Services, LLC | 25 | $1.21K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 25 | $1.21K | 0.00% | +25 | New |
| NBT Bank N A | 30 | $1.45K | 0.00% | +30 | New |
| JDM Financial Group LLC | 32 | $1.54K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 35 | $1.69K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 35 | $1.69K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $2.00K | 0.00% | −14,546−99.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 50 | $2.00K | 0.00% | +50 | New |
| South State Corp. | 43 | $2.08K | 0.00% | −35−44.9% | Reduced |
| Versant Capital Management, Inc | 45 | $2.17K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 46 | $2.22K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 49 | $2.37K | 0.00% | −181−78.7% | Reduced |
| JFS Wealth Advisors, LLC | 49 | $2.37K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 49 | $2.37K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 50 | $2.41K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 50 | $2.41K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 50 | $2.41K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 50 | $2.41K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 50 | $2.41K | 0.00% | +50 | New |
| Wealth Enhancement Trust Services, Inc. | 53 | $2.56K | 0.00% | +53 | New |
| Keating Financial Advisory Services, Inc. | 56 | $2.70K | 0.00% | +56 | New |
| Bell Investment Advisors, Inc | 66 | $3.19K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 68 | $3.28K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 68 | $3.28K | 0.00% | +17+33.3% | Added |
| SWAN Capital LLC | 69 | $3.33K | 0.00% | −10−12.7% | Reduced |
| Richard W. Paul & Associates, LLC | 70 | $3.38K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 70 | $3.38K | 0.00% | +70 | New |
| Bangor Savings Bank | 75 | $3.62K | 0.00% | −63−45.7% | Reduced |
| Colonial Trust Advisors | 75 | $3.62K | 0.00% | +50+200.0% | Added |
| Basecamp Wealth Advisors LLC | 76 | $3.67K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 79 | $3.81K | 0.00% | +79 | New |
| MidFirst Bank | 80 | $3.86K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 85 | $4.10K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 100 | $4.32K | 0.00% | +100 | New |
| Raffa Wealth Management, LLC | 91 | $4.39K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 98 | $4.73K | 0.00% | +1+1.0% | Added |
| Meeder Asset Management Inc | 99 | $4.78K | 0.00% | +41+70.7% | Added |
| Golden State Wealth Management, LLC | 100 | $4.83K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 100 | $4.83K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 100 | $4.83K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 100 | $4.83K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 202 | $4.93K | 0.00% | +202 | New |
| Capital Analysts, LLC | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 108 | $5.21K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 112 | $5.41K | 0.00% | +112 | New |
| Plante Moran Financial Advisors, LLC | 117 | $5.65K | 0.00% | +117 | New |
| Bare Financial Services, Inc | 120 | $5.79K | 0.00% | −34−22.1% | Reduced |
| Farmers & Merchants Investments Inc | 120 | $5.79K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 131 | $6.00K | 0.00% | −50−27.6% | Reduced |
| Coston, McIsaac & Partners | 125 | $6.00K | 0.00% | +117+1,462.5% | Added |
| Country Trust Bank | 130 | $6.27K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 135 | $6.51K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 135 | $6.52K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 138 | $6.66K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 140 | $6.76K | 0.00% | −300−68.2% | Reduced |
| Millstone Evans Group, LLC | 150 | $7.24K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 150 | $7.24K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 150 | $7.24K | 0.00% | +10+7.1% | Added |
| HHM Wealth Advisors, LLC | 150 | $7.24K | 0.00% | +123+455.6% | Added |
| WPG Advisers, LLC | 156 | $7.53K | 0.01% | −114−42.2% | Reduced |
| Sachetta, LLC | 156 | $7.53K | 0.00% | +53+51.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 163 | $7.87K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 164 | $7.92K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 165 | $7.96K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 160 | $8.00K | 0.01% | −51−24.2% | Reduced |
| Prestige Wealth Management Group LLC | 171 | $8.25K | 0.00% | −3−1.7% | Reduced |
| Scarborough Advisors, LLC | 174 | $8.40K | 0.00% | +174 | New |
| Cedar Mountain Advisors, LLC | 180 | $8.69K | 0.00% | +84+87.5% | Added |
| Dogwood Wealth Management LLC | 185 | $8.93K | 0.00% | +121+189.1% | Added |
| Atlantic Union Bankshares Corp | 185 | $8.93K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 187 | $9.03K | 0.00% | −79−29.7% | Reduced |
| Stone House Investment Management, LLC | 196 | $9.46K | 0.00% | +84+75.0% | Added |
| North Star Investment Management Corp. | 200 | $9.65K | 0.00% | 00.0% | Unchanged |