| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | New |
| Silicon Valley Capital Partners | 0 | $15 | 0.00% | 0 | Unchanged |
| Copeland Capital Management, LLC | 1 | $225 | 0.00% | −73,011−100.0% | Reduced |
| Semmax Financial Advisors Inc. | 1 | $232 | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2 | $450 | 0.00% | −339−99.4% | Reduced |
| Johnson Financial Group, Inc. | 3 | $675 | 0.00% | −49−94.2% | Reduced |
| Trust Co of Vermont | 3 | $675 | 0.00% | +3 | New |
| Winthrop Capital Management, LLC | 3 | $675 | 0.00% | +3 | New |
| Broadwater Capital Management LLC | 3 | $675 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 3 | $804 | 0.00% | −1−25.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4 | $900 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $900 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $914 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 6 | $1.35K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $1.35K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 6 | $1.35K | 0.00% | +6 | New |
| BKM Wealth Management, LLC | 6 | $1.35K | 0.00% | +6 | New |
| Toth Financial Advisory Corp | 6 | $1.35K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 8 | $1.80K | 0.00% | +8 | New |
| Jackson, Grant Investment Advisers, Inc. | 9 | $2.02K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 10 | $2.25K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 10 | $2.25K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $2.31K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 11 | $2.47K | 0.00% | −21−65.6% | Reduced |
| Naples Money Management LLC | 11 | $2.47K | 0.00% | +11 | New |
| Moisand Fitzgerald Tamayo, LLC | 12 | $2.70K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 12 | $2.76K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 13 | $2.98K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 13 | $3.00K | 0.00% | +13 | New |
| Aspect Partners, LLC | 14 | $3.15K | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 15 | $3.29K | 0.00% | −62−80.5% | Reduced |
| Valued Wealth Advisors LLC | 14 | $3.33K | 0.00% | +14 | New |
| Trifecta Capital Advisors, LLC | 15 | $3.37K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $3.44K | 0.00% | +15 | New |
| Old Point Trust & Financial Services N A | 16 | $3.60K | 0.00% | +16 | New |
| Laffer Tengler Investments | 16 | $3.60K | 0.00% | +16 | New |
| Credential Qtrade Securities Inc. | 17 | $3.82K | 0.00% | +17 | New |
| VisionPoint Advisory Group, LLC | 17 | $3.82K | 0.00% | −300−94.6% | Reduced |
| Exchange Traded Concepts, LLC | 17 | $3.82K | 0.00% | −4−19.0% | Reduced |
| Focused Wealth Management, Inc | 17 | $3.86K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $4.00K | 0.00% | −9−32.1% | Reduced |
| North Star Investment Management Corp. | 18 | $4.05K | 0.00% | −20−52.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 18 | $4.05K | 0.00% | +18 | New |
| Pineridge Advisors LLC | 18 | $4.05K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 19 | $4.27K | 0.00% | +1+5.6% | Added |
| GPS Wealth Strategies Group, LLC | 20 | $4.50K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $4.50K | 0.00% | +20 | New |
| LGT Financial Advisors LLC | 20 | $4.60K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 21 | $4.72K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 24 | $5.40K | 0.00% | −10−29.4% | Reduced |
| Kozak & Associates, Inc. | 26 | $5.57K | 0.00% | +1+4.0% | Added |
| Cherry Tree Wealth Management, LLC | 25 | $5.62K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 26 | $5.85K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 26 | $5.89K | 0.00% | −8−23.5% | Reduced |
| Versant Capital Management, Inc | 27 | $6.07K | 0.00% | +1+3.8% | Added |
| NewSquare Capital LLC | 30 | $6.75K | 0.00% | −14−31.8% | Reduced |
| Tidemark, LLC | 30 | $6.79K | 0.00% | +30 | New |
| M&R Capital Management Inc | 32 | $7.20K | 0.00% | +32 | New |
| Atticus Wealth Management, LLC | 32 | $7.20K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 34 | $7.65K | 0.00% | +34 | New |
| Colonial Trust Co | 34 | $7.68K | 0.00% | −46−57.5% | Reduced |
| Archer Investment Corp | 35 | $7.87K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 35 | $7.95K | 0.00% | +35 | New |
| Center for Financial Planning, Inc. | 36 | $8.10K | 0.00% | −897−96.1% | Reduced |
| Provenance Wealth Advisors, LLC | 36 | $8.10K | 0.00% | −201−84.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 38 | $8.54K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 39 | $8.77K | 0.00% | −75−65.8% | Reduced |
| PSI Advisors, LLC | 40 | $8.99K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 40 | $8.99K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 40 | $9.00K | 0.00% | +40 | New |
| Abound Wealth Management | 41 | $9.26K | 0.00% | +1+2.5% | Added |
| Rogco, LP | 42 | $9.45K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 43 | $9.67K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 48 | $10.8K | 0.01% | +16+50.0% | Added |
| Bell Investment Advisors, Inc | 48 | $10.8K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 48 | $10.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $11.2K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 51 | $11.5K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 53 | $11.9K | 0.00% | −28−34.6% | Reduced |
| Wolff Wiese Magana LLC | 55 | $12.4K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 57 | $12.8K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 58 | $13.0K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 60 | $13.5K | 0.01% | +60 | New |
| Capital Advisors, Ltd. LLC | 62 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 65 | $14.6K | 0.01% | +65 | New |
| Bartlett & Co. Wealth Management LLC | 66 | $14.8K | 0.00% | +66 | New |
| Northwest Capital Management Inc | 66 | $14.8K | 0.00% | −9−12.0% | Reduced |
| Bartlett & Co. LLC | 66 | $15.0K | 0.00% | +66 | New |
| Oliver Lagore Vanvalin Investment Group | 68 | $15.3K | 0.01% | −458−87.1% | Reduced |
| MCF Advisors LLC | 69 | $15.5K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 70 | $15.7K | 0.00% | +70 | New |
| Founders Capital Management | 71 | $16.0K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 73 | $16.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 74 | $16.8K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 76 | $17.1K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 80 | $18.0K | 0.01% | −30−27.3% | Reduced |
| Rakuten Securities, Inc. | 81 | $18.2K | 0.01% | +81 | New |
| Arlington Partners LLC | 82 | $18.4K | 0.01% | −13−13.7% | Reduced |