| Talon Private Wealth, LLC | 0 | $3 | 0.00% | 0 | New |
| Dogwood Wealth Management LLC | 0 | $19 | 0.00% | −39−100.0% | Reduced |
| Y.D. More Investments Ltd | 327 | $224 | 0.00% | +16+5.1% | Added |
| Breakwater Investment Management | 3 | $762 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 4 | $1.00K | 0.00% | −201−98.0% | Reduced |
| WestEnd Advisors, LLC | 4 | $1.01K | 0.00% | +1+33.3% | Added |
| Chesapeake Asset Management LLC | 4 | $1.01K | 0.00% | +4 | New |
| Richardson Financial Services Inc. | 4 | $1.01K | 0.00% | +4 | New |
| SYSTM Wealth Solutions LLC | 4 | $1.02K | 0.03% | −10,799−100.0% | Reduced |
| West Branch Capital LLC | 4 | $1.02K | 0.00% | +4 | New |
| 1620 Investment Advisors, Inc. | 5 | $1.15K | 0.00% | +5 | New |
| Creekmur Asset Management LLC | 5 | $1.27K | 0.00% | +5 | New |
| Beaird Harris Wealth Management, LLC | 6 | $1.52K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 6 | $1.52K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6 | $1.52K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 6 | $1.52K | 0.00% | +6 | New |
| Foster Dykema Cabot & Partners, LLC | 6 | $1.52K | 0.00% | +6 | New |
| FPC Investment Advisory, Inc. | 7 | $1.72K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 7 | $1.78K | 0.00% | −4−36.4% | Reduced |
| Financial Network Wealth Advisors LLC | 7 | $1.78K | 0.00% | +3+75.0% | Added |
| Coston, McIsaac & Partners | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 8 | $2.03K | 0.00% | +8 | New |
| Spectrum Wealth Counsel, LLC | 8 | $2.03K | 0.00% | +8 | New |
| Fairman Group, LLC | 9 | $2.28K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 9 | $2.28K | 0.00% | +9 | New |
| Semmax Financial Advisors Inc. | 9 | $2.38K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 10 | $2.49K | 0.00% | +1+11.1% | Added |
| Gold Investment Management Ltd. | 10 | $2.54K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 10 | $2.54K | 0.00% | +10 | New |
| Westside Investment Management, Inc. | 13 | $2.80K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 12 | $3.04K | 0.00% | +12 | New |
| Blume Capital Management, Inc. | 12 | $3.05K | 0.00% | +12 | New |
| Trust Co | 14 | $3.55K | 0.00% | +14 | New |
| New Millennium Group LLC | 15 | $3.81K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 18 | $4.57K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 18 | $4.57K | 0.00% | +1+5.9% | Added |
| Reuter James Wealth Management, LLC | 19 | $4.82K | 0.00% | +19 | New |
| North Star Investment Management Corp. | 20 | $5.08K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 21 | $5.33K | 0.00% | +21 | New |
| Addison Advisors LLC | 22 | $5.58K | 0.00% | +22 | New |
| POM Investment Strategies, LLC | 23 | $5.84K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 25 | $6.34K | 0.00% | +25 | New |
| Riggs Asset Managment Co. Inc. | 26 | $6.60K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 32 | $6.65K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 27 | $6.85K | 0.00% | −29−51.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 27 | $7.00K | 0.00% | −929−97.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 30 | $7.61K | 0.00% | +20+200.0% | Added |
| Abich Financial Wealth Management LLC | 31 | $7.87K | 0.02% | −4−11.4% | Reduced |
| Claris Advisors, LLC | 31 | $7.87K | 0.00% | +31 | New |
| Halpern Financial, Inc. | 31 | $7.89K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 32 | $8.12K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 32 | $8.12K | 0.00% | +2+6.7% | Added |
| Redmont Wealth Advisors LLC | 34 | $8.63K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 34 | $8.63K | 0.00% | +31+1,033.3% | Added |
| Copley Financial Group, Inc. | 34 | $8.63K | 0.01% | +34 | New |
| Frazier Financial Advisors, LLC | 34 | $8.65K | 0.01% | +4+13.3% | Added |
| Wolff Wiese Magana LLC | 35 | $8.88K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 35 | $8.88K | 0.01% | +35 | New |
| Stephens Consulting, LLC | 37 | $9.39K | 0.00% | −74−66.7% | Reduced |
| SJS Investment Consulting Inc. | 38 | $9.64K | 0.00% | −1−2.6% | Reduced |
| Reston Wealth Management LLC | 39 | $9.90K | 0.00% | +39 | New |
| Kings Path Partners LLC | 42 | $10.7K | 0.00% | −18−30.0% | Reduced |
| First Pacific Financial | 42 | $10.7K | 0.00% | −1−2.3% | Reduced |
| Annapolis Financial Services, LLC | 42 | $10.7K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 43 | $10.8K | 0.00% | +4+10.3% | Added |
| First Financial Corp | 43 | $10.9K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 47 | $11.9K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 46 | $12.0K | 0.00% | −8−14.8% | Reduced |
| Mendota Financial Group, LLC | 50 | $12.7K | 0.01% | −27−35.1% | Reduced |
| M&R Capital Management Inc | 50 | $12.7K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 50 | $12.7K | 0.01% | +50 | New |
| Dunhill Financial, LLC | 53 | $13.5K | 0.01% | +1+1.9% | Added |
| Pittenger & Anderson Inc | 57 | $14.5K | 0.00% | +20+54.1% | Added |
| Old Second National Bank of Aurora | 58 | $14.7K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 58 | $14.7K | 0.00% | +24+70.6% | Added |
| Global Financial Private Client, LLC | 58 | $14.7K | 0.01% | +58 | New |
| Pflug Koory, LLC | 60 | $15.2K | 0.01% | +60 | New |
| Globeflex Capital L P | 61 | $15.5K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 61 | $15.5K | 0.01% | +61 | New |
| Global Wealth Strategies & Associates | 63 | $16.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 69 | $17.0K | 0.00% | +13+23.2% | Added |
| Pacific Center for Financial Services | 68 | $17.3K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 72 | $18.3K | 0.01% | +14+24.1% | Added |
| Lummis Asset Management, LP | 73 | $18.5K | 0.02% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 73 | $18.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 75 | $19.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 75 | $19.0K | 0.00% | +75 | New |
| Catalyst Capital Advisors LLC | 75 | $19.0K | 0.00% | +75 | New |
| Integrated Investment Consultants, LLC | 14,766 | $19.6K | 0.00% | +14,766 | New |
| Cedar Wealth Management, LLC | 78 | $19.8K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 80 | $20.4K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 86 | $21.0K | 0.01% | +10+13.2% | Added |
| Cornerstone Planning Group LLC | 87 | $21.0K | 0.01% | −11−11.2% | Reduced |
| Atwood & Palmer Inc | 86 | $21.8K | 0.00% | +11+14.7% | Added |
| Private Wealth Management Group, LLC | 88 | $22.3K | 0.01% | +2+2.3% | Added |
| Key Financial Inc | 89 | $22.6K | 0.00% | +23+34.8% | Added |
| Sound Income Strategies, LLC | 95 | $24.1K | 0.00% | +11+13.1% | Added |
| Davis Capital Management | 97 | $24.6K | 0.02% | +97 | New |
| Ramirez Asset Management, Inc. | 100 | $25.4K | 0.00% | +100 | New |