| Godfrey Financial Associates, Inc. | 1 | $44 | 0.00% | −1−50.0% | Reduced |
| Breakwater Investment Management | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $44 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $44 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 2 | $87 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $88 | 0.00% | −2−50.0% | Reduced |
| Pacific Center for Financial Services | 3 | $131 | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 3 | $131 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3 | $131 | 0.00% | +3 | New |
| Main Street Group, LTD | 3 | $131 | 0.00% | +3 | New |
| Signature Equity Partners, LLC | 4 | $174 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 5 | $217 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 5 | $218 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $218 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 6 | $261 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 6 | $261 | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 6 | $261 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 6 | $261 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 6 | $261 | 0.00% | +6 | New |
| WealthCollab, LLC | 6 | $262 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 7 | $305 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $349 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 8 | $349 | 0.00% | +8 | New |
| Eastern Bank | 10 | $436 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 10 | $436 | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 11 | $479 | 0.00% | +11 | New |
| Bruce G. Allen Investments, LLC | 11 | $479 | 0.00% | +11 | New |
| Rosenberg Matthew Hamilton | 12 | $523 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 12 | $523 | 0.00% | +6+100.0% | Added |
| UMA Financial Services, Inc. | 13 | $567 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 13 | $567 | 0.00% | +13 | New |
| CVA Family Office, LLC | 14 | $610 | 0.00% | +14 | New |
| NBC Securities, Inc. | 15 | $653 | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 15 | $654 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 16 | $697 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 16 | $697 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 17 | $741 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 18 | $788 | 0.00% | +18 | New |
| Ankerstar Wealth, LLC | 19 | $828 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $828 | 0.00% | +18+1,800.0% | Added |
| Whittier Trust Co | 19 | $833 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 20 | $897 | 0.00% | +18+900.0% | Added |
| Ameriflex Group, Inc. | 21 | $915 | 0.00% | −64−75.3% | Reduced |
| JFS Wealth Advisors, LLC | 22 | $959 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 22 | $959 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 25 | $1.09K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 25 | $1.09K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 25 | $1.09K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 28 | $1.22K | 0.00% | +28 | New |
| Key Financial Inc | 29 | $1.26K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 31 | $1.35K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 31 | $1.35K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $1.35K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 32 | $1.40K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 34 | $1.48K | 0.00% | +34 | New |
| FWL Investment Management, LLC | 35 | $1.52K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 38 | $1.66K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 38 | $1.66K | 0.00% | +13+52.0% | Added |
| Lodestone Wealth Management LLC | 39 | $1.70K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 40 | $1.74K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 43 | $1.87K | 0.00% | +43 | New |
| AdvisorNet Financial, Inc | 44 | $1.92K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 44 | $1.92K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 44 | $1.92K | 0.00% | +44 | New |
| True Wealth Design, LLC | 45 | $1.96K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 46 | $2.00K | 0.00% | −67−59.3% | Reduced |
| SOA Wealth Advisors, LLC. | 49 | $2.13K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 50 | $2.18K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 57 | $2.48K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 57 | $2.48K | 0.00% | +57 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 58 | $2.53K | 0.00% | −306−84.1% | Reduced |
| Signaturefd, LLC | 59 | $2.57K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 62 | $2.70K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 62 | $2.70K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 67 | $2.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 69 | $3.01K | 0.00% | +69 | New |
| True Link Financial Advisors, LLC | 71 | $3.09K | 0.00% | +71 | New |
| First Command Advisory Services, Inc. | 75 | $3.27K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 81 | $3.53K | 0.00% | +16+24.6% | Added |
| Massmutual Trust Co FSB | 82 | $3.57K | 0.00% | −43−34.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 82 | $3.57K | 0.00% | +75+1,071.4% | Added |
| Huntington National Bank | 84 | $3.66K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 86 | $3.75K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 88 | $3.84K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 93 | $4.05K | 0.00% | +93 | New |
| United Financial Planning Group LLC | 95 | $4.14K | 0.00% | +95 | New |
| Parallel Advisors, LLC | 97 | $4.23K | 0.00% | +40+70.2% | Added |
| Tompkins Financial Corp | 100 | $4.36K | 0.00% | +100 | New |
| SHP Wealth Management | 102 | $4.47K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 119 | $5.19K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 123 | $5.36K | 0.00% | −67−35.3% | Reduced |
| Bare Financial Services, Inc | 126 | $5.49K | 0.00% | +111+740.0% | Added |
| International Assets Investment Management, LLC | 131 | $5.74K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 137 | $5.97K | 0.00% | +41+42.7% | Added |
| Armstrong Advisory Group, Inc | 142 | $6.19K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 146 | $6.36K | 0.00% | 00.0% | Unchanged |