| Kozak & Associates, Inc. | 0 | $14 | 0.00% | −13−100.0% | Reduced |
| Raleigh Capital Management Inc. | 0 | $18 | 0.00% | −419−100.0% | Reduced |
| LGT Financial Advisors LLC | 1 | $420 | 0.00% | +1 | New |
| Addison Advisors LLC | 1 | $421 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $422 | 0.00% | +1 | New |
| Wolff Wiese Magana LLC | 2 | $841 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $841 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $841 | 0.00% | +2 | New |
| Summerhill Capital Management lnc. | 2 | $851 | 0.00% | +2 | New |
| Wood Tarver Financial Group, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2 | $1.03K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $1.26K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $1.26K | 0.00% | +2+200.0% | Added |
| Lebenthal Global Advisors, LLC | 3 | $1.26K | 0.00% | +3 | New |
| TD Capital Management LLC | 3 | $1.27K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 4 | $1.68K | 0.00% | −2−33.3% | Reduced |
| Total Investment Management Inc | 4 | $1.68K | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $1.68K | 0.00% | +4 | New |
| Essential Partners LLC | 4 | $1.68K | 0.00% | +4 | New |
| Alpine Bank Wealth Management | 5 | $2.10K | 0.00% | −86−94.5% | Reduced |
| N.E.W. Advisory Services LLC | 5 | $2.10K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 5 | $2.10K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $2.52K | 0.00% | −5−45.5% | Reduced |
| Syntax Research, Inc. | 6 | $2.52K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6 | $2.52K | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 6 | $2.53K | 0.00% | +2+50.0% | Added |
| West Branch Capital LLC | 6 | $2.57K | 0.00% | −155−96.3% | Reduced |
| NVWM, LLC | 7 | $2.94K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 7 | $2.94K | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 7 | $2.94K | 0.00% | +1+16.7% | Added |
| Kessler Investment Group, LLC | 8 | $3.36K | 0.00% | −23−74.2% | Reduced |
| Bare Financial Services, Inc | 8 | $3.36K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 8 | $3.36K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $3.41K | 0.00% | −3−27.3% | Reduced |
| Stone House Investment Management, LLC | 9 | $3.78K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $3.79K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 9 | $3.83K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 9 | $3.92K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 10 | $4.20K | 0.00% | +10 | New |
| St Germain D J Co Inc | 10 | $4.21K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 10 | $4.21K | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 10 | $4.23K | 0.00% | +2+25.0% | Added |
| Dogwood Wealth Management LLC | 11 | $4.41K | 0.00% | +1+10.0% | Added |
| Hughes Financial Services, LLC | 10 | $4.42K | 0.00% | −11−52.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 12 | $5.05K | 0.00% | +3+33.3% | Added |
| Ameriflex Group, Inc. | 13 | $5.40K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 13 | $5.47K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 13 | $5.47K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $5.47K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 13 | $5.49K | 0.00% | −2−13.3% | Reduced |
| Highline Wealth Partners LLC | 13 | $5.50K | 0.00% | −3−18.8% | Reduced |
| Dunhill Financial, LLC | 13 | $5.75K | 0.00% | −26−66.7% | Reduced |
| Pacifica Partners Inc. | 14 | $5.86K | 0.00% | +5+55.6% | Added |
| Indiana Trust & Investment Management CO | 14 | $5.89K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 14 | $5.89K | 0.00% | +7+100.0% | Added |
| Financial Gravity Companies, Inc. | 14 | $5.89K | 0.00% | +14 | New |
| DHJJ Financial Advisors, Ltd. | 14 | $5.89K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 14 | $5.90K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 15 | $6.00K | 0.00% | −1,822−99.2% | Reduced |
| Park Square Financial Group, LLC | 16 | $6.73K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 16 | $6.73K | 0.00% | +16 | New |
| Fairman Group, LLC | 16 | $6.75K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 17 | $7.15K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $7.15K | 0.01% | +10+142.9% | Added |
| Kilter Group LLC | 17 | $7.15K | 0.00% | +17 | New |
| Activest Wealth Management | 18 | $7.57K | 0.00% | +13+260.0% | Added |
| IMG Wealth Management, Inc. | 18 | $7.57K | 0.01% | +18 | New |
| HighMark Wealth Management LLC | 19 | $7.99K | 0.00% | +14+280.0% | Added |
| Optimum Investment Advisors | 21 | $8.83K | 0.00% | −5−19.2% | Reduced |
| Westend Capital Management, LLC | 21 | $8.83K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 21 | $8.83K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 21 | $8.83K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 21 | $9.03K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 22 | $9.28K | 0.00% | +17+340.0% | Added |
| RMG Wealth Management LLC | 22 | $9.29K | 0.00% | +22 | New |
| Byrne Asset Management LLC | 23 | $9.67K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 23 | $9.81K | 0.01% | +23 | New |
| PFS Partners, LLC | 24 | $10.1K | 0.01% | +24 | New |
| Abound Wealth Management | 24 | $10.1K | 0.00% | +1+4.3% | Added |
| Arlington Trust Co LLC | 25 | $10.5K | 0.00% | +2+8.7% | Added |
| Armstrong Advisory Group, Inc | 26 | $10.9K | 0.00% | −58−69.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 27 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 28 | $11.6K | 0.00% | +5+21.7% | Added |
| Barrett & Company, Inc. | 28 | $11.8K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 28 | $11.8K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 28 | $11.8K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 28 | $11.8K | 0.02% | 00.0% | Unchanged |
| Kentucky Trust Co | 28 | $11.8K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 30 | $12.6K | 0.00% | −46−60.5% | Reduced |
| Aspect Partners, LLC | 30 | $12.6K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 32 | $13.5K | 0.00% | +8+33.3% | Added |
| Raffa Wealth Management, LLC | 33 | $13.9K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 34 | $14.3K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 34 | $14.3K | 0.00% | +34 | New |
| Robinswood Financial LLC | 35 | $14.7K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 36 | $15.1K | 0.00% | +4+12.5% | Added |
| Howard Hughes Medical Institute | 36 | $15.1K | 0.01% | +36 | New |
| CBIZ Investment Advisory Services, LLC | 38 | $16.0K | 0.00% | +24+171.4% | Added |
| Northwest Capital Management Inc | 41 | $17.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 42 | $17.7K | 0.00% | +42 | New |