| Evolution Advisers, Inc. | 5 | $0 | 0.00% | +5 | New |
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 1 | $48 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $97 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $98 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 4 | $194 | 0.00% | +4 | New |
| Planning Strategies Inc. | 4 | $195 | 0.00% | +4 | New |
| Brown, Lisle/Cummings, Inc. | 5 | $243 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $292 | 0.00% | +6 | New |
| ROSS\JOHNSON & Associates LLC | 8 | $389 | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 10 | $487 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 10 | $487 | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 11 | $535 | 0.00% | −2−15.4% | Reduced |
| LRI Investments, LLC | 11 | $535 | 0.00% | +11 | New |
| Prestige Wealth Management Group LLC | 11 | $536 | 0.00% | +7+175.0% | Added |
| Torren Management, LLC | 12 | $583 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 12 | $584 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $779 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 18 | $876 | 0.00% | +8+80.0% | Added |
| Owl Creek Wealth Partners LLC | 20 | $974 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 21 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 23 | $1.12K | 0.00% | −11−32.4% | Reduced |
| Retirement Wealth Solutions LLC | 23 | $1.12K | 0.00% | −47−67.1% | Reduced |
| NBC Securities, Inc. | 24 | $1.17K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 24 | $1.17K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 25 | $1.22K | 0.00% | +25 | New |
| Sankala Group LLC | 26 | $1.23K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 27 | $1.31K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 27 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 29 | $1.41K | 0.00% | +6+26.1% | Added |
| Signature Equity Partners, LLC | 31 | $1.51K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $1.56K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 32 | $1.59K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 34 | $1.65K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 39 | $1.90K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 39 | $1.90K | 0.00% | +3+8.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 39 | $1.90K | 0.00% | +39 | New |
| Creative Capital Management Investments LLC | 40 | $1.95K | 0.00% | +40 | New |
| Roble, Belko & Company, Inc | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 43 | $2.10K | 0.00% | −23,159−99.8% | Reduced |
| HGK Asset Management Inc | 44 | $2.14K | 0.00% | +44 | New |
| Key Capital Management, INC | 45 | $2.19K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 46 | $2.24K | 0.00% | +31+206.7% | Added |
| AdvisorNet Financial, Inc | 52 | $2.53K | 0.00% | +52 | New |
| Financial Management Professionals, Inc. | 53 | $2.58K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 54 | $2.61K | 0.00% | +54 | New |
| Rialto Wealth Management, LLC | 56 | $2.73K | 0.00% | +24+75.0% | Added |
| Ameriflex Group, Inc. | 60 | $2.92K | 0.00% | +60 | New |
| Avion Wealth | 66 | $3.00K | 0.00% | +22+50.0% | Added |
| GW&K Investment Management, LLC | 61 | $3.00K | 0.00% | +61 | New |
| Pinnacle Bancorp, Inc. | 62 | $3.02K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 62 | $3.02K | 0.00% | +29+87.9% | Added |
| WPG Advisers, LLC | 79 | $3.84K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 81 | $3.97K | 0.00% | +1+1.3% | Added |
| First Horizon Corp | 85 | $4.14K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 85 | $4.14K | 0.00% | −30−26.1% | Reduced |
| Zions Bancorporation, National Association | 90 | $4.38K | 0.00% | +12+15.4% | Added |
| JPL Wealth Management, LLC | 94 | $4.58K | 0.00% | +4+4.4% | Added |
| Synergy Investment Management, LLC | 101 | $4.83K | 0.00% | +95+1,583.3% | Added |
| JFS Wealth Advisors, LLC | 101 | $4.92K | 0.00% | +20+24.7% | Added |
| Silver Grove Financial Group, Inc. | 104 | $5.08K | 0.00% | +104 | New |
| Manning & Napier Advisors LLC | 116 | $5.71K | 0.00% | +116 | New |
| SHP Wealth Management | 129 | $6.27K | 0.00% | +24+22.9% | Added |
| Bogart Wealth, LLC | 133 | $6.47K | 0.00% | +111+504.5% | Added |
| Activest Wealth Management | 150 | $7.30K | 0.00% | +123+455.6% | Added |
| Corsicana & Co. | 152 | $7.40K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 156 | $7.59K | 0.00% | +9+6.1% | Added |
| Compass Financial Management LLC | 172 | $8.19K | 0.00% | +172 | New |
| Farmers & Merchants Investments Inc | 179 | $8.71K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 185 | $9.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $9.73K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 200 | $9.73K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 200 | $9.73K | 0.00% | +2+1.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 207 | $10.1K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 213 | $10.4K | 0.00% | +210+7,000.0% | Added |
| TD Private Client Wealth LLC | 220 | $10.7K | 0.00% | −6−2.7% | Reduced |
| CVA Family Office, LLC | 221 | $10.8K | 0.00% | +31+16.3% | Added |
| Whittier Trust Co | 225 | $10.9K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 227 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 241 | $11.7K | 0.01% | +174+259.7% | Added |
| Massmutual Trust Co FSB | 250 | $12.2K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 278 | $13.5K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 296 | $14.2K | 0.00% | +296 | New |
| Chapman Financial Group, LLC | 300 | $14.6K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 295 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 344 | $16.7K | 0.00% | +9+2.7% | Added |
| IFG Advisory, LLC | 348 | $16.9K | 0.00% | +316+987.5% | Added |
| Advantage Trust Co | 350 | $17.0K | 0.01% | −350−50.0% | Reduced |
| Noble Wealth Management PBC | 350 | $17.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 364 | $17.7K | 0.00% | 00.0% | Unchanged |
| First National Bank | 372 | $18.1K | 0.01% | +372 | New |
| TSFG, LLC | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 392 | $19.1K | 0.00% | −35−8.2% | Reduced |
| Flagship Wealth Advisors, LLC | 400 | $19.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 404 | $19.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 422 | $20.0K | 0.01% | +30+7.7% | Added |
| Trust Co of Toledo NA | 428 | $20.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 431 | $21.0K | 0.00% | +407+1,695.8% | Added |
| Keating Financial Advisory Services, Inc. | 434 | $21.1K | 0.00% | +179+70.2% | Added |