| Strengthening Families & Communities, LLC | 12 | $0 | 0.00% | +1+9.1% | Added |
| Acadian Asset Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Natixis | 1 | $19 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 2 | $38 | 0.00% | −32−94.1% | Reduced |
| Wolff Wiese Magana LLC | 2 | $38 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $38 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $38 | 0.00% | +2 | New |
| POM Investment Strategies, LLC | 2 | $38 | 0.00% | +2 | New |
| Pacifica Partners Inc. | 3 | $53 | 0.00% | −20−87.0% | Reduced |
| Fortis Group Advisors, LLC | 3 | $56 | 0.00% | −3−50.0% | Reduced |
| Byrne Asset Management LLC | 3 | $56 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3 | $56 | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 3 | $56 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 4 | $75 | 0.00% | −257−98.5% | Reduced |
| Raffa Wealth Management, LLC | 4 | $75 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 5 | $94 | 0.00% | −115−95.8% | Reduced |
| HHM Wealth Advisors, LLC | 5 | $94 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 5 | $94 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 5 | $94 | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 6 | $111 | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 7 | $129 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 7 | $132 | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 7 | $132 | 0.00% | +7 | New |
| WR Wealth Planners, LLC | 7 | $132 | 0.00% | +7 | New |
| Community Bank, N.A. | 8 | $150 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 8 | $150 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 8 | $150 | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 8 | $150 | 0.00% | +6+300.0% | Added |
| Christopher J. Hasenberg, Inc | 8 | $150 | 0.00% | +8 | New |
| Frazier Financial Advisors, LLC | 8 | $151 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 9 | $180 | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 11 | $188 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 10 | $188 | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10 | $188 | 0.00% | +10 | New |
| Motco | 11 | $207 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 11 | $207 | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 12 | $226 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 13 | $248 | 0.00% | +10+333.3% | Added |
| Arrow Financial Corp | 14 | $263 | 0.00% | −3−17.6% | Reduced |
| Mendota Financial Group, LLC | 14 | $266 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 15 | $282 | 0.00% | −17−53.1% | Reduced |
| Bogart Wealth, LLC | 15 | $285 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 16 | $301 | 0.00% | −2−11.1% | Reduced |
| SRS Capital Advisors, Inc. | 17 | $318 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 17 | $320 | 0.00% | −155−90.1% | Reduced |
| Creekmur Asset Management LLC | 17 | $324 | 0.00% | +1+6.3% | Added |
| Ruedi Wealth Management, Inc. | 20 | $376 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $376 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 21 | $395 | 0.00% | −7,106−99.7% | Reduced |
| Assetmark, Inc | 21 | $395 | 0.00% | −33−61.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 21 | $395 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 23 | $431 | 0.00% | +4+21.1% | Added |
| Armstrong Advisory Group, Inc | 30 | $433 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 24 | $451 | 0.00% | −4−14.3% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 24 | $451 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 24 | $455 | 0.00% | −9−27.3% | Reduced |
| Central Pacific Bank - Trust Division | 25 | $463 | 0.00% | +25 | New |
| Cornerstone Planning Group LLC | 25 | $478 | 0.00% | +1+4.2% | Added |
| IAG Wealth Partners, LLC | 28 | $526 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 28 | $526 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 28 | $527 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 30 | $555 | 0.00% | −3,144−99.1% | Reduced |
| PSI Advisors, LLC | 30 | $558 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 30 | $564 | 0.00% | −81−73.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 30 | $564 | 0.00% | −15−33.3% | Reduced |
| Tradewinds Capital Management, LLC | 30 | $564 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 30 | $564 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 30 | $564 | 0.00% | +30 | New |
| Blue Bell Private Wealth Management, LLC | 31 | $583 | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 31 | $583 | 0.00% | +10+47.6% | Added |
| Emfo, LLC | 32 | $602 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 32 | $602 | 0.00% | +32 | New |
| Horizons Wealth Management | 42 | $606 | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 34 | $639 | 0.00% | +34 | New |
| Chesapeake Asset Management LLC | 35 | $658 | 0.00% | −270−88.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 35 | $658 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 35 | $658 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 36 | $677 | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 36 | $681 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 33 | $711 | 0.00% | −49−59.8% | Reduced |
| Tidemark, LLC | 38 | $715 | 0.00% | +11+40.7% | Added |
| NVWM, LLC | 40 | $752 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 40 | $752 | 0.00% | +15+60.0% | Added |
| Sofos Investments, Inc. | 43 | $758 | 0.00% | +31+258.3% | Added |
| Evergreen Private Wealth LLC | 42 | $790 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 43 | $817 | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 35 | $823 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 46 | $865 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 47 | $883 | 0.00% | +4+9.3% | Added |
| First Personal Financial Services | 49 | $922 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 50 | $940 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 51 | $959 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 52 | $978 | 0.00% | −532−91.1% | Reduced |
| South State Corp. | 52 | $978 | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 53 | $996 | 0.00% | +53 | New |