| Wood Tarver Financial Group, LLC | 10 | $0 | 0.00% | +10 | New |
| Elequin Capital LP | 1 | $55 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 3 | $164 | 0.00% | −22−88.0% | Reduced |
| Financial Gravity Companies, Inc. | 6 | $327 | 0.00% | +6 | New |
| Mendota Financial Group, LLC | 10 | $545 | 0.00% | −23−69.7% | Reduced |
| Sachetta, LLC | 11 | $614 | 0.00% | +11 | New |
| NBC Securities, Inc. | 13 | $725 | 0.07% | −12,083−99.9% | Reduced |
| TD Capital Management LLC | 15 | $818 | 0.00% | +15 | New |
| Abound Wealth Management | 18 | $981 | 0.00% | +18 | New |
| Householder Group Estate & Retirement Specialist, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 21 | $1.15K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 21 | $1.15K | 0.00% | +21 | New |
| Human Investing LLC | 21 | $1.15K | 0.00% | +21 | New |
| True Wealth Design, LLC | 25 | $1.36K | 0.00% | −65−72.2% | Reduced |
| Spectrum Wealth Counsel, LLC | 25 | $1.36K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 27 | $1.47K | 0.00% | +27 | New |
| Northwest Capital Management Inc | 30 | $1.64K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $1.64K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 30 | $1.64K | 0.00% | −32−51.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 30 | $1.66K | 0.00% | +30 | New |
| DecisionPoint Financial, LLC | 33 | $1.80K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 38 | $2.07K | 0.00% | +38 | New |
| Granite FO LLC | 39 | $2.13K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $2.18K | 0.00% | −165−80.5% | Reduced |
| Highline Wealth Partners LLC | 40 | $2.18K | 0.00% | −44−52.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 40 | $2.18K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 43 | $2.34K | 0.00% | −8−15.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 43 | $2.34K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 45 | $2.49K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 47 | $2.56K | 0.00% | +47 | New |
| Concord Wealth Partners | 49 | $2.67K | 0.00% | −25−33.8% | Reduced |
| Cedar Mountain Advisors, LLC | 50 | $2.73K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 51 | $2.78K | 0.00% | +51 | New |
| Park Square Financial Group, LLC | 52 | $2.83K | 0.00% | +52 | New |
| Sandy Spring Bank | 53 | $2.89K | 0.00% | −151−74.0% | Reduced |
| Capital A Wealth Management, LLC | 53 | $2.89K | 0.00% | +53 | New |
| Motco | 56 | $3.05K | 0.00% | −50−47.2% | Reduced |
| Harbor Investment Advisory, LLC | 56 | $3.05K | 0.00% | +7+14.3% | Added |
| Baillie Gifford & Co | 58 | $3.16K | 0.00% | +58 | New |
| Van Hulzen Asset Management, LLC | 59 | $3.22K | 0.00% | +59 | New |
| Chesapeake Asset Management LLC | 60 | $3.27K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 60 | $3.33K | 0.00% | +60 | New |
| Creekmur Asset Management LLC | 66 | $3.60K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 67 | $3.65K | 0.00% | +67 | New |
| MPWM Advisory Solutions, LLC | 69 | $3.76K | 0.00% | +69 | New |
| Atlantic Edge Private Wealth Management, LLC | 75 | $4.09K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 76 | $4.14K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 79 | $4.30K | 0.00% | +79 | New |
| Prudent Man Investment Management, Inc. | 81 | $4.42K | 0.00% | +81 | New |
| Stuart Chaussee & Associates, Inc. | 83 | $4.52K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 85 | $4.63K | 0.00% | +85 | New |
| Atala Financial Inc | 86 | $4.69K | 0.00% | +86 | New |
| Cornerstone Planning Group LLC | 82 | $4.83K | 0.00% | −26−24.1% | Reduced |
| Avion Wealth | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 96 | $5.23K | 0.00% | +96 | New |
| Legacy Bridge, LLC | 99 | $5.40K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $5.45K | 0.00% | −414−80.5% | Reduced |
| Hoese & Co LLP | 100 | $5.45K | 0.00% | −59−37.1% | Reduced |
| Toth Financial Advisory Corp | 100 | $5.45K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $5.45K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $5.45K | 0.00% | +100 | New |
| Indiana Trust & Investment Management CO | 101 | $5.50K | 0.00% | +101 | New |
| Transce3nd, LLC | 103 | $5.61K | 0.00% | +103 | New |
| Quest 10 Wealth Builders, Inc. | 107 | $5.83K | 0.01% | +107 | New |
| Caldwell Sutter Capital, Inc. | 111 | $6.05K | 0.00% | −60−35.1% | Reduced |
| Bell Investment Advisors, Inc | 116 | $6.32K | 0.00% | +9+8.4% | Added |
| ESL Trust Services, LLC | 120 | $6.54K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 122 | $6.65K | 0.00% | −229−65.2% | Reduced |
| NewSquare Capital LLC | 122 | $6.65K | 0.00% | +122 | New |
| Minot DeBlois Advisors LLC | 124 | $6.76K | 0.01% | +124 | New |
| Coston, McIsaac & Partners | 137 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 132 | $7.19K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 133 | $7.25K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 135 | $7.36K | 0.00% | −165−55.0% | Reduced |
| Kathleen S. Wright Associates Inc. | 135 | $7.36K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 141 | $7.68K | 0.00% | −52,122−99.7% | Reduced |
| Hallmark Capital Management Inc | 141 | $7.68K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 150 | $8.18K | 0.00% | +150 | New |
| Cranbrook Wealth Management, LLC | 151 | $8.23K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 154 | $8.39K | 0.01% | +154 | New |
| FLP Wealth Management, LLC | 157 | $8.56K | 0.02% | +157 | New |
| Trivant Custom Portfolio Group, LLC | 160 | $8.72K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 162 | $8.83K | 0.00% | −190−54.0% | Reduced |
| Albion Financial Group | 175 | $9.54K | 0.00% | +175 | New |
| Carolinas Wealth Consulting LLC | 173 | $9.54K | 0.00% | +56+47.9% | Added |
| Retirement Wealth Solutions LLC | 176 | $9.98K | 0.01% | +176 | New |
| Glen Eagle Advisors, LLC | 186 | $10.1K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 186 | $10.1K | 0.00% | +186 | New |
| Beacon Capital Management, LLC | 187 | $10.2K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 193 | $10.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 193 | $10.5K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $10.9K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 200 | $10.9K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 200 | $10.9K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 200 | $10.9K | 0.01% | +200 | New |
| Fourth Dimension Wealth, LLC | 200 | $10.9K | 0.01% | +200 | New |
| Macquarie Group Ltd | 209 | $11.0K | 0.00% | +11+5.6% | Added |
| Halbert Hargrove Global Advisors, LLC | 203 | $11.1K | 0.00% | +203 | New |
| Asset Dedication, LLC | 208 | $11.3K | 0.00% | 00.0% | Unchanged |