| VitalStone Financial, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 10 | $0 | 0.00% | +10 | New |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | New |
| Silicon Valley Capital Partners | 0 | $8 | 0.00% | 0 | Unchanged |
| Heritage Wealth Advisors | 0 | $9 | 0.00% | 0 | Unchanged |
| Belmont Capital, LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $83 | 0.00% | +1+100.0% | Added |
| Gs Investments, Inc. | 4 | $166 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 4 | $166 | 0.00% | +4 | New |
| Cherry Tree Wealth Management, LLC | 8 | $332 | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 10 | $333 | 0.00% | +10 | New |
| Delos Wealth Advisors, LLC | 11 | $456 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 12 | $497 | 0.00% | +12 | New |
| Foster Dykema Cabot & Partners, LLC | 13 | $538 | 0.00% | +13 | New |
| Pineridge Advisors LLC | 14 | $579 | 0.00% | +14 | New |
| Tfo-TDC, LLC | 16 | $662 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $746 | 0.00% | −7−28.0% | Reduced |
| Cape Investment Advisory, Inc. | 20 | $828 | 0.00% | +20 | New |
| Carolinas Wealth Consulting LLC | 23 | $952 | 0.00% | −500−95.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| Goodman Advisory Group, LLC | 25 | $1.03K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 27 | $1.12K | 0.00% | +27 | New |
| TD Capital Management LLC | 30 | $1.25K | 0.00% | +30 | New |
| Plante Moran Financial Advisors, LLC | 32 | $1.32K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 32 | $1.32K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $1.49K | 0.00% | −27−43.5% | Reduced |
| Main Street Group, LTD | 37 | $1.53K | 0.00% | +37 | New |
| Armstrong Advisory Group, Inc | 39 | $1.61K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 39 | $1.62K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 40 | $1.66K | 0.00% | +40 | New |
| Rise Advisors, LLC | 41 | $1.70K | 0.00% | −90−68.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 43 | $1.78K | 0.00% | +43 | New |
| Aspect Partners, LLC | 46 | $1.90K | 0.00% | +46 | New |
| Aspire Private Capital, LLC | 47 | $1.95K | 0.00% | −70−59.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 48 | $1.99K | 0.00% | +48 | New |
| Avion Wealth | 39 | $2.00K | 0.00% | −62−61.4% | Reduced |
| Capital Analysts, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 49 | $2.03K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 50 | $2.07K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 65 | $2.24K | 0.00% | −369−85.0% | Reduced |
| Tennessee Valley Asset Management Partners | 55 | $2.26K | 0.00% | +55 | New |
| Dunhill Financial, LLC | 55 | $2.27K | 0.00% | +55 | New |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $2.28K | 0.00% | +7+14.6% | Added |
| Toth Financial Advisory Corp | 55 | $2.28K | 0.00% | −62−53.0% | Reduced |
| Exchange Traded Concepts, LLC | 56 | $2.32K | 0.00% | −47−45.6% | Reduced |
| Red Tortoise LLC | 57 | $2.36K | 0.00% | −81−58.7% | Reduced |
| Valued Wealth Advisors LLC | 64 | $2.37K | 0.00% | +64 | New |
| SJS Investment Consulting Inc. | 60 | $2.48K | 0.00% | −17−22.1% | Reduced |
| Rockbridge Investment Management, LCC | 60 | $2.48K | 0.00% | +60 | New |
| Anchor Investment Management, LLC | 66 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 67 | $2.77K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 70 | $2.90K | 0.00% | −970−93.3% | Reduced |
| Scarborough Advisors, LLC | 71 | $2.94K | 0.00% | +71 | New |
| Private Wealth Management Group, LLC | 73 | $3.02K | 0.00% | +73 | New |
| Smartleaf Asset Management LLC | 73 | $3.04K | 0.00% | +73 | New |
| Peoples Bank | 80 | $3.31K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 84 | $3.48K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 88 | $3.64K | 0.00% | +88 | New |
| Caitlin John, LLC | 93 | $3.85K | 0.00% | +93 | New |
| Wetzel Investment Advisors, Inc. | 89 | $4.00K | 0.00% | +89 | New |
| Oakworth Capital, Inc. | 100 | $4.14K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 100 | $4.14K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 100 | $4.14K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 105 | $4.35K | 0.00% | +105 | New |
| Macroview Investment Management LLC | 106 | $4.39K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 108 | $4.47K | 0.00% | +10+10.2% | Added |
| Arlington Trust Co LLC | 118 | $4.88K | 0.00% | +88+293.3% | Added |
| Sound Income Strategies, LLC | 119 | $4.92K | 0.00% | +119 | New |
| FSA Wealth Management LLC | 130 | $5.00K | 0.00% | +130 | New |
| Proequities, Inc. | 121 | $5.01K | 0.00% | −702−85.3% | Reduced |
| WealthCollab, LLC | 125 | $5.17K | 0.00% | +125 | New |
| Wolff Wiese Magana LLC | 126 | $5.21K | 0.00% | +11+9.6% | Added |
| Financial Freedom, LLC | 126 | $5.21K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 128 | $5.32K | 0.00% | +121+1,728.6% | Added |
| Chilton Capital Management LLC | 130 | $5.38K | 0.00% | +130 | New |
| McIlrath & Eck, LLC | 131 | $5.42K | 0.00% | +131 | New |
| Abound Wealth Management | 134 | $5.54K | 0.00% | +59+78.7% | Added |
| Trust Co of Vermont | 138 | $5.71K | 0.00% | +1+0.7% | Added |
| Eagle Bay Advisors LLC | 139 | $5.75K | 0.00% | −14−9.2% | Reduced |
| Highline Wealth Partners LLC | 140 | $5.79K | 0.00% | +140 | New |
| Rogco, LP | 145 | $6.00K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 150 | $6.21K | 0.00% | +150 | New |
| Bare Financial Services, Inc | 150 | $6.21K | 0.01% | +150 | New |
| Fairfield, Bush & Co. | 155 | $6.42K | 0.00% | +155 | New |
| Planned Solutions, Inc. | 169 | $7.00K | 0.00% | +169 | New |
| City State Bank | 170 | $7.00K | 0.00% | +120+240.0% | Added |
| True Wealth Design, LLC | 178 | $7.37K | 0.00% | +167+1,518.2% | Added |
| Legend Financial Advisors, Inc. | 189 | $7.82K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $8.00K | 0.00% | −344−63.2% | Reduced |
| Resources Management Corp | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $8.00K | 0.00% | +200 | New |
| Independence Bank of Kentucky | 200 | $8.28K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $8.28K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 209 | $8.65K | 0.05% | +75+56.0% | Added |
| Winthrop Capital Management, LLC | 215 | $8.90K | 0.00% | +215 | New |
| Dividend Assets Capital, LLC | 225 | $9.00K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 225 | $9.31K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 245 | $10.0K | 0.00% | −5−2.0% | Reduced |